iShares 1-5Y Inv GradeIGSBETF
13F holders, Q4 2025 (December 31)1,017holders +66
77new positions
64sold out
7famous investors
$52.89avg. 13F price*
At the end of Q4 2025, 1,017 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, up 66 from Q3 2025. 77 opened new positions and 64 sold out. The largest holders were Northern Trust Corp. ($1.3B), Matson Money. Inc. ($746.7M) and Ameriprise Financial Inc. ($703.3M). 7 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Ken Griffin (0.0% of Citadel Advisors'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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 77 | $169.6M |
| Exits | 64 | $45.7M |
All 13F filers, Q3 2025 → Q4 2025: 21,408,874 shares bought and 20,073,286 shares sold, net +1,335,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 1,017 holders
| Northern Trust Corp. | 0.17% | Add +2.5% | 24,536,805 | $1.3B |
| Matson Money. Inc. | 23.60% | Add +3.8% | 14,121,474 | $746.7M |
| Ameriprise Financial Inc. | 0.16% | Add +0.3% | 13,197,889 | $703.3M |
| BlackRock, Inc. | 0.01% | Add +1.5% | 11,856,880 | $627.0M |
| Charles Schwab Investment Management Inc. | 0.09% | Add +2.0% | 11,093,818 | $586.6M |
| EP Wealth Advisors, LLC | 2.89% | — | 10,517,099 | $556.1M |
| Goldman Sachs Group Inc. | 0.07% | Add +9.8% | 9,104,943 | $481.5M |
| Morgan Stanley | 0.03% | Add +5.4% | 8,596,267 | $454.6M |
| Bank of America Corp. | 0.03% | Add +6.8% | 7,843,463 | $414.8M |
| Barings LLC | 6.90% | No change | 6,840,027 | $361.7M |
| Envestnet Asset Management Inc. | 0.09% | Reduce -6.6% | 6,011,915 | $317.9M |
| Pure Financial Advisors, LLC | 4.47% | Add +8.9% | 5,635,531 | $298.0M |
| Allstate Corp. | 3.80% | Reduce -23.3% | 5,265,197 | $278.4M |
| UBS Group AG | 0.05% | Add +6.8% | 4,951,894 | $261.9M |
| Captrust Financial Advisors | 0.49% | Add +6.1% | 4,838,714 | $255.9M |
| Raymond James Financial Inc. | 0.06% | Add +14.0% | 3,820,763 | $202.0M |
| PNC Financial Services Group, Inc. | 0.11% | Reduce -2.8% | 3,786,736 | $200.2M |
| Wells Fargo & Company | 0.04% | Add +8.4% | 3,651,534 | $193.1M |
| Stifel Financial Corp. | 0.17% | Add +1.8% | 3,486,912 | $184.4M |
| Members Trust Co | 5.28% | Add +1.3% | 3,060,847 | $161.9M |
| LPL Financial LLC | 0.04% | Add +16.6% | 2,988,039 | $158.0M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -2.9% | 2,836,967 | $150.0M |
| JPMorgan Chase & Co. | 0.01% | Reduce -19.8% | 2,779,041 | $147.0M |
| FMR LLC | 0.01% | Reduce -70.4% | 2,385,665 | $126.2M |
| Flputnam Investment Management Co. | 1.79% | Add +7.8% | 2,322,870 | $122.8M |
| Truist Financial Corp. | 0.16% | Add +0.5% | 2,313,003 | $122.3M |
| Sona Asset Management (us) LLC | 7.60% | Add +100.0% | 2,270,000 | $120.0M |
| Focus Partners Wealth | 0.13% | Add +195.6% | 2,120,830 | $112.1M |
| Royal Bank of Canada | 0.02% | Reduce -6.2% | 2,112,028 | $111.7M |
| Composition Wealth, LLC | 1.47% | Add +5.6% | 1,935,670 | $102.4M |
| Point72 Asset Management | 0.16% | Reduce -22.8% | 1,878,500 | $99.3M |
| Haverford Trust Co | 0.87% | Add +4.5% | 1,841,663 | $97.4M |
| Keybank National Association | 0.34% | Add +4.1% | 1,807,194 | $95.6M |
| Busey Bank | 2.51% | Reduce -0.8% | 1,802,175 | $95.3M |
| HighTower Advisors, LLC | 0.10% | Add +3.8% | 1,769,948 | $93.6M |
| Williams Jones Wealth Management, LLC. | 1.04% | Add +10.8% | 1,741,769 | $92.1M |
| MML Investors Services, LLC | 0.21% | Add +11.7% | 1,627,245 | $86.0M |
| Assetmark, Inc. | 0.17% | Add +17.0% | 1,609,927 | $85.1M |
| Parkside Investments, LLC | 10.69% | Add +2.5% | 1,605,056 | $84.9M |
| MAI Capital Management | 0.48% | Add +7.7% | 1,572,299 | $83.1M |
| Destination Wealth Management | 2.08% | Add +3.4% | 1,500,714 | $79.4M |
| O'shaughnessy Asset Management, LLC | 0.41% | Reduce -0.5% | 1,417,157 | $74.9M |
| One Capital Management, LLC | 2.20% | Add +7.4% | 1,375,500 | $72.7M |
| RiverFront Investment Group, LLC | 1.19% | Add +212.1% | 1,368,310 | $72.4M |
| Mariner, LLC | 0.08% | Add +5.1% | 1,311,644 | $69.4M |
| Cetera Investment Advisers | 0.07% | Add +18.2% | 1,292,382 | $68.3M |
| US Bancorp \de | 0.08% | Add +7.7% | 1,250,828 | $66.1M |
| Maryland Capital Advisors Inc. | 22.22% | Add +12.7% | 1,241,553 | $65.7M |
| Dynasty Wealth Management, LLC | 0.63% | Reduce -24.7% | 1,211,139 | $64.0M |
| Quotient Wealth Partners, LLC | 1.69% | Reduce -23.1% | 1,197,667 | $63.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Add +41.4% | 1,094,500 | $57.9M |
| Klaas Financial Asset Advisors, LLC | 8.12% | Add +7.5% | 1,058,282 | $56.0M |
| Sumitomo Mitsui Financial Group, Inc. | 0.99% | Add +5.3% | 1,054,258 | $55.7M |
| Meeder Advisory Services, Inc. | 2.16% | Add +9.6% | 953,003 | $50.4M |
| Greenwood Gearhart LLC | 2.70% | Add +5.5% | 928,984 | $49.1M |
| Dakota Wealth Management | 0.87% | Add +23.9% | 922,476 | $48.8M |
| Arax Advisory Partners | 1.42% | New | 919,529 | $48.6M |
| Zurich Insurance Group Ltd | 0.33% | No change | 894,272 | $47.3M |
| Cerity Partners LLC | 0.07% | Add +252.7% | 882,955 | $46.7M |
| Osaic Holdings, Inc. | 0.07% | Reduce -8.0% | 882,497 | $46.7M |
| Fiduciary Trust Co | 0.51% | Reduce -0.5% | 854,485 | $45.2M |
| Bank of Montreal | 0.02% | Add +2.4% | 845,391 | $44.7M |
| Bangor Savings Bank | 3.58% | Add +6.8% | 841,625 | $44.5M |
| Cutler Investment Counsel LLC | 4.62% | Add +3.5% | 840,439 | $44.4M |
| TD Private Client Wealth LLC | 0.92% | Add +13.6% | 815,286 | $43.1M |
| Janney Montgomery Scott LLC | 0.10% | Add +15.1% | 796,753 | $42.1M |
| Ritholtz Wealth Management | 0.75% | Add +3.1% | 779,683 | $41.2M |
| Clearwater Capital Advisors, LLC | 3.39% | Reduce -33.0% | 769,248 | $40.7M |
| Pathstone Holdings, LLC | 0.16% | Add +2.9% | 763,859 | $40.4M |
| PDS Planning, Inc | 2.58% | Reduce -2.3% | 729,396 | $38.6M |
| 1832 Asset Management L.P. | 0.05% | Add +34.1% | 695,823 | $36.8M |
| Raffa Wealth Management, LLC | 5.64% | Add +1539.8% | 693,470 | $36.7M |
| Palisade Capital Management, LP | 1.21% | Add +53.8% | 686,181 | $36.3M |
| Wealth Enhancement Advisory Services, LLC | 0.05% | Add +6.8% | 673,413 | $35.7M |
| Stockman Wealth Management, Inc. | 4.17% | Add +5.8% | 674,135 | $35.6M |
| Nelson Capital Management, LLC | 4.09% | Add +15.0% | 660,602 | $34.9M |
| Envestnet Portfolio Solutions, Inc. | 0.12% | Add +1.9% | 628,580 | $33.2M |
| Rockefeller Capital Management L.P. | 0.06% | Add +6.5% | 624,271 | $33.0M |
| Schaeffer Financial LLC | 28.15% | Add +49.3% | 610,040 | $32.3M |
| Arkansas Financial Group, Inc. | 4.58% | Reduce -3.8% | 600,168 | $31.7M |
| Stephens Inc. | 0.38% | Reduce -11.0% | 576,009 | $30.5M |
| Legal & General Group Plc | 0.01% | Add +49.9% | 570,062 | $30.1M |
| Monograph Wealth Advisors, LLC | 2.93% | Add +5.3% | 565,044 | $29.9M |
| United Capital Financial Advisors, LLC | 0.18% | Add +5.0% | 564,091 | $29.8M |
| Prime Capital Investment Advisors, LLC | 0.36% | Add +1.9% | 554,652 | $29.3M |
| Leavell Investment Management, Inc. | 1.21% | Add +7.0% | 552,128 | $29.2M |
| Benjamin Edwards Inc. | 0.32% | Add +7.8% | 538,206 | $28.5M |
| Mutual Advisors, LLC | 0.61% | Reduce -6.5% | 536,625 | $28.4M |
| OneDigital Investment Advisors LLC | 0.27% | Reduce -2.8% | 527,737 | $27.9M |
| NewSquare Capital LLC | 2.43% | Reduce -19.9% | 520,506 | $27.5M |
| Chicago Partners Investment Group LLC | 0.68% | Add +5.3% | 518,662 | $27.5M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +5.4% | 518,631 | $27.4M |
| Bartlett & Co. Wealth Management LLC | 0.35% | Reduce -3.3% | 512,016 | $27.1M |
| Lutz Financial Services LLC | 1.75% | Add +1.3% | 486,755 | $25.7M |
| DT Investment Partners, LLC | 2.08% | Reduce -9.1% | 474,974 | $25.1M |
| Arch Capital Group LTD. | 8.49% | No change | 469,378 | $24.8M |
| Fiduciary Group, LLC | 2.01% | Add +9.2% | 452,468 | $23.9M |
| Lazard Asset Management LLC | 0.04% | Reduce -2.9% | 444,921 | $23.5M |
| Bank of New York Mellon Corp | 0.00% | Add +3.6% | 443,766 | $23.5M |
| Courage Miller Partners, LLC | 6.94% | Add +0.7% | 435,873 | $23.0M |
"% 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.