iShares 1-5Y Inv GradeIGSBETF
13F holders, Q3 2025 (September 30)951holders +4
73new positions
61sold out
4famous investors
$53.09avg. 13F price*
At the end of Q3 2025, 951 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, up 4 from Q2 2025. 73 opened new positions and 61 sold out. The largest holders were Northern Trust Corp. ($1.3B), Matson Money. Inc. ($721.9M) and Ameriprise Financial Inc. ($702.7M). 4 famous investors held it, including Steve Cohen (0.3% of Point72 Asset Management's portfolio), David E. Shaw (0.1% of D. E. Shaw & Co.'s portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares 1-5Y Inv Grade Corp.
- CUSIP
- 464288646
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 73 | $150.0M |
| Exits | 61 | $634.0M |
All 13F filers, Q2 2025 → Q3 2025: 19,389,520 shares bought and 32,057,446 shares sold, net −12,667,926 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 951 holders
| Northern Trust Corp. | 0.16% | Add +3.7% | 23,937,601 | $1.3B |
| Matson Money. Inc. | 23.77% | Add +2.4% | 13,606,752 | $721.9M |
| Ameriprise Financial Inc. | 0.16% | Add +2.0% | 13,162,203 | $702.7M |
| BlackRock, Inc. | 0.01% | Reduce -20.6% | 11,677,309 | $619.2M |
| Charles Schwab Investment Management Inc. | 0.09% | Reduce -48.6% | 10,872,762 | $576.6M |
| Goldman Sachs Group Inc. | 0.06% | Add +7.8% | 8,288,290 | $439.5M |
| Morgan Stanley | 0.03% | Add +10.5% | 8,158,352 | $432.6M |
| FMR LLC | 0.02% | Reduce -0.7% | 8,053,931 | $427.1M |
| Bank of America Corp. | 0.03% | Reduce -15.0% | 7,341,058 | $389.3M |
| Allstate Corp. | 8.31% | Add +41.0% | 6,864,741 | $364.0M |
| Barings LLC | 7.10% | No change | 6,840,027 | $362.7M |
| Envestnet Asset Management Inc. | 0.10% | Add +11.7% | 6,433,828 | $341.2M |
| Pure Financial Advisors, LLC | 4.37% | Add +7.7% | 5,173,614 | $274.4M |
| UBS Group AG | 0.05% | Add +0.6% | 4,635,582 | $245.8M |
| Captrust Financial Advisors | 0.49% | Add +8.5% | 4,562,020 | $241.9M |
| PNC Financial Services Group, Inc. | 0.13% | Add +4.2% | 3,896,656 | $206.6M |
| JPMorgan Chase & Co. | 0.01% | Add +20.4% | 3,466,237 | $183.8M |
| Stifel Financial Corp. | 0.17% | Add +16.6% | 3,423,959 | $181.6M |
| Wells Fargo & Company | 0.04% | Add +0.6% | 3,367,713 | $178.6M |
| Raymond James Financial Inc. | 0.06% | Add +9.3% | 3,350,893 | $177.7M |
| Members Trust Co | 5.27% | Add +1.1% | 3,022,217 | $160.3M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -3.2% | 2,921,859 | $154.9M |
| D. E. Shaw & Co. | 0.13% | Add +0.9% | 2,807,200 | $148.9M |
| LPL Financial LLC | 0.04% | Add +19.3% | 2,563,558 | $135.9M |
| Point72 Asset Management | 0.30% | No change | 2,432,000 | $129.0M |
| Truist Financial Corp. | 0.17% | Add +7.5% | 2,300,750 | $122.0M |
| Royal Bank of Canada | 0.02% | Add +15.7% | 2,250,450 | $119.3M |
| Flputnam Investment Management Co. | 1.71% | Add +10.7% | 2,155,487 | $114.3M |
| Composition Wealth, LLC | 1.46% | Add +9.7% | 1,833,056 | $97.2M |
| Busey Bank | 2.69% | Reduce -1.3% | 1,817,110 | $96.4M |
| NorthCoast Asset Management LLC | 0.37% | Reduce -0.2% | 1,789,994 | $94.9M |
| Haverford Trust Co | 0.84% | Add +2.5% | 1,762,433 | $93.5M |
| Keybank National Association | 0.32% | Add +5.4% | 1,735,682 | $92.0M |
| HighTower Advisors, LLC | 0.10% | Add +3.6% | 1,706,053 | $90.5M |
| Dynasty Wealth Management, LLC | 1.14% | Add +9.1% | 1,607,939 | $85.3M |
| Williams Jones Wealth Management, LLC. | 0.95% | Add +0.2% | 1,572,060 | $83.4M |
| Parkside Investments, LLC | 10.37% | Add +18.6% | 1,565,336 | $83.0M |
| Quotient Wealth Partners, LLC | 2.26% | Add +4.2% | 1,556,430 | $82.5M |
| MAI Capital Management | 0.48% | Add +17.4% | 1,460,114 | $77.4M |
| MML Investors Services, LLC | 0.21% | Add +16.8% | 1,456,797 | $77.3M |
| Destination Wealth Management | 2.12% | Add +2.5% | 1,451,193 | $77.0M |
| O'shaughnessy Asset Management, LLC | 0.44% | Add +6.0% | 1,424,248 | $75.5M |
| Assetmark, Inc. | 0.16% | Add +6.5% | 1,376,270 | $73.0M |
| One Capital Management, LLC | 2.17% | Add +7.4% | 1,280,454 | $67.9M |
| Kestra Investment Management, LLC | 1.79% | Add +9.2% | 1,257,158 | $66.7M |
| Mariner, LLC | 0.09% | Add +3.0% | 1,248,410 | $66.2M |
| US Bancorp \de | 0.07% | Add +3.0% | 1,161,890 | $61.6M |
| Clearwater Capital Advisors, LLC | 5.19% | Add +5.7% | 1,148,036 | $60.9M |
| Sona Asset Management (us) LLC | 7.74% | Reduce -55.2% | 1,135,000 | $60.2M |
| Maryland Capital Advisors Inc. | 20.92% | Add +18.6% | 1,102,081 | $58.4M |
| Cetera Investment Advisers | 0.07% | Add +21.9% | 1,093,436 | $58.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.93% | Add +11.2% | 1,001,455 | $53.1M |
| Klaas Financial Asset Advisors, LLC | 7.84% | Add +2.3% | 984,714 | $52.2M |
| Osaic Holdings, Inc. | 0.07% | Add +2.5% | 958,747 | $50.8M |
| Zurich Insurance Group Ltd | 0.34% | No change | 894,272 | $47.4M |
| Greenwood Gearhart LLC | 2.69% | Reduce -23.6% | 880,678 | $46.7M |
| Meeder Advisory Services, Inc. | 2.14% | Add +7.6% | 869,601 | $46.1M |
| Fiduciary Trust Co | 0.52% | Reduce -2.5% | 858,781 | $45.5M |
| Bank of Montreal | 0.02% | Add +0.2% | 825,647 | $43.8M |
| Cutler Investment Counsel LLC | 4.51% | Add +4.1% | 812,018 | $43.1M |
| Bangor Savings Bank | 3.48% | Add +1.9% | 787,763 | $41.8M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Reduce -5.3% | 774,000 | $41.0M |
| Ritholtz Wealth Management | 0.78% | Reduce -2.4% | 756,152 | $40.1M |
| PDS Planning, Inc | 2.74% | Add +3.8% | 746,883 | $39.6M |
| Dakota Wealth Management | 0.80% | Add +8.3% | 744,548 | $39.5M |
| Pathstone Holdings, LLC | 0.15% | Reduce -1.5% | 742,151 | $39.4M |
| TD Private Client Wealth LLC | 0.86% | Add +18.8% | 717,937 | $38.1M |
| Focus Partners Wealth | 0.06% | Add +7.5% | 717,482 | $38.0M |
| Janney Montgomery Scott LLC | 0.09% | Add +1.7% | 692,255 | $36.7M |
| Renaissance Technologies | 0.05% | Reduce -41.4% | 656,188 | $34.8M |
| NewSquare Capital LLC | 2.34% | Add +0.2% | 649,506 | $34.4M |
| Stephens Inc. | 0.44% | Reduce -1.4% | 646,981 | $34.3M |
| Stockman Wealth Management, Inc. | 4.19% | Add +1.9% | 636,954 | $33.8M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Reduce -43.7% | 630,455 | $33.4M |
| Arkansas Financial Group, Inc. | 4.87% | Reduce -6.0% | 623,941 | $33.1M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +0.0% | 616,694 | $32.7M |
| Rockefeller Capital Management L.P. | 0.06% | Add +4.0% | 586,004 | $31.1M |
| Mutual Advisors, LLC | 0.67% | Add +309.4% | 573,796 | $30.5M |
| Nelson Capital Management, LLC | 3.63% | Add +8.9% | 574,360 | $30.5M |
| Prime Capital Investment Advisors, LLC | 0.36% | Reduce -0.1% | 544,306 | $28.9M |
| OneDigital Investment Advisors LLC | 0.30% | Add +5.6% | 542,939 | $28.8M |
| United Capital Financial Advisors, LLC | 0.20% | Reduce -3.5% | 537,131 | $28.5M |
| Monograph Wealth Advisors, LLC | 2.88% | Add +4.1% | 536,564 | $28.5M |
| Bartlett & Co. Wealth Management LLC | 0.37% | Reduce -23.6% | 529,604 | $28.1M |
| DT Investment Partners, LLC | 2.34% | Add +0.9% | 522,439 | $27.7M |
| 1832 Asset Management L.P. | 0.05% | Add +0.6% | 518,762 | $27.5M |
| Leavell Investment Management, Inc. | 1.15% | Add +3.2% | 515,922 | $27.4M |
| Benjamin Edwards Inc. | 0.30% | Add +1221.9% | 499,275 | $26.5M |
| Chicago Partners Investment Group LLC | 0.69% | Add +1.6% | 492,789 | $26.2M |
| Beacon Pointe Advisors, LLC | 0.22% | Add +210.6% | 492,243 | $26.1M |
| Lutz Financial Services LLC | 1.84% | Add +0.6% | 480,348 | $25.5M |
| Members Capital Advisors Inc. | 29.26% | No change | 480,000 | $25.5M |
| Arch Capital Group LTD. | 8.47% | No change | 469,378 | $24.9M |
| Kestra Advisory Services, LLC | 0.11% | Add +53.2% | 458,117 | $24.3M |
| Lazard Asset Management LLC | 0.03% | New | 458,029 | $24.3M |
| Palisade Capital Management, LP | 0.73% | New | 446,032 | $23.7M |
| RiverFront Investment Group, LLC | 0.41% | Add +8.8% | 438,366 | $23.2M |
| Courage Miller Partners, LLC | 6.88% | Add +10.5% | 432,801 | $22.9M |
| Bank of New York Mellon Corp | 0.00% | Add +25.9% | 428,220 | $22.7M |
| Fiduciary Group, LLC | 1.93% | Add +0.2% | 414,305 | $22.0M |
"% of holder's portfolio" is IGSB's weight in each manager's 13F, not the share of iShares 1-5Y Inv Grade Corp. the manager owns.