iShares 1-5Y Inv GradeIGSBETF

13F holders, Q1 2026 (March 31)
1,017holders
73new positions
72sold out
7famous investors
$52.57avg. 13F price*

At the end of Q1 2026, 1,017 institutions reported holding iShares 1-5Y Inv Grade Corp. (IGSB) in their 13F filings, unchanged from Q4 2025. 73 opened new positions and 72 sold out. The largest holders were Northern Trust Corp. ($1.3B), Matson Money. Inc. ($782.6M) and BlackRock, Inc. ($669.6M). 7 famous investors held it, including Steve Cohen (0.2% of Point72 Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Mario Gabelli (0.0% of GAMCO Investors's portfolio).

Company
iShares 1-5Y Inv Grade Corp.
CUSIP
464288646
Latest filing quarter
Q2 2026

History

Number of 13F holders

05001,0001,500 Q1 2024: 887Q1 2024Q2 2024: 878Q2 2024Q3 2024: 892Q3 2024Q4 2024: 958Q4 2024Q1 2025: 946Q1 2025Q2 2025: 947Q2 2025Q3 2025: 951Q3 2025Q4 2025: 1,017Q4 2025Q1 2026: 1,017Q1 2026Q2 2026: 1,010Q2 2026

Total Exit/New Position Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions73$116.7M
Exits72$75.9M

All 13F filers, Q4 2025 → Q1 2026: 25,659,390 shares bought and 26,267,171 shares sold, net −607,781 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,017 holders

Northern Trust Corp. 0.17% Add +0.9% 24,747,406 $1.3B
Matson Money. Inc. 24.00% Add +5.4% 14,888,815 $782.6M
BlackRock, Inc. 0.01% Add +7.4% 12,739,108 $669.6M
EP Wealth Advisors, LLC 3.03% Add +11.4% 11,720,729 $616.0M
Ameriprise Financial Inc. 0.13% Reduce -20.9% 10,444,929 $550.5M
Bank of America Corp. 0.03% Add +14.8% 9,006,302 $473.4M
Morgan Stanley 0.03% Add +4.1% 8,946,936 $470.3M
Envestnet Asset Management Inc. 0.10% Add +16.5% 7,001,324 $368.0M
Barings LLC 5.99% No change 6,840,027 $359.5M
Goldman Sachs Group Inc. 0.04% Reduce -32.6% 6,131,787 $322.3M
Pure Financial Advisors, LLC 4.64% Add +8.1% 6,092,475 $320.2M
UBS Group AG 0.05% Add +11.1% 5,502,729 $289.2M
Captrust Financial Advisors 0.50% Add +13.4% 5,486,292 $288.4M
Allstate Corp. 2.79% Reduce -5.8% 4,962,253 $260.8M
Wells Fargo & Company 0.05% Add +28.3% 4,686,250 $246.3M
Raymond James Financial Inc. 0.07% Add +10.3% 4,213,382 $221.5M
Stifel Financial Corp. 0.20% Add +18.6% 4,135,787 $217.4M
PNC Financial Services Group, Inc. 0.12% Add +0.7% 3,814,000 $200.5M
Charles Schwab Investment Management Inc. 0.03% Reduce -65.8% 3,797,843 $199.6M
Members Trust Co 5.67% Add +6.0% 3,244,433 $170.5M
Focus Partners Wealth 0.18% Add +43.8% 3,049,084 $161.0M
LPL Financial LLC 0.04% Add +0.5% 3,001,845 $157.8M
Commonwealth Equity Services, LLC 0.22% Add +4.9% 2,975,969 $156.4M
Prudential Financial Inc. 0.16% Add +522.2% 2,457,569 $129.2M
Truist Financial Corp. 0.17% Add +4.5% 2,416,319 $127.0M
Flputnam Investment Management Co. 1.89% Add +3.7% 2,408,999 $126.6M
FMR LLC 0.01% Reduce -1.6% 2,348,585 $123.4M
Royal Bank of Canada 0.02% Add +0.9% 2,130,362 $112.0M
Composition Wealth, LLC 1.50% Add +7.4% 2,079,525 $109.3M
Point72 Asset Management 0.19% Add +8.0% 2,028,500 $106.6M
Keybank National Association 0.38% Add +8.2% 1,954,713 $102.7M
Haverford Trust Co 0.93% Add +5.1% 1,935,029 $101.7M
HighTower Advisors, LLC 0.10% Add +3.3% 1,828,465 $96.1M
Busey Bank 2.60% Add +1.1% 1,821,339 $95.7M
Parkside Investments, LLC 11.26% Add +9.9% 1,763,333 $92.7M
Williams Jones Wealth Management, LLC. 1.13% Add +0.5% 1,750,360 $92.0M
MAI Capital Management 0.51% Add +9.5% 1,722,256 $90.5M
Assetmark, Inc. 0.18% Add +5.1% 1,691,633 $88.9M
MML Investors Services, LLC 0.23% Reduce -1.9% 1,596,473 $83.9M
One Capital Management, LLC 2.27% Add +14.3% 1,571,911 $82.6M
RiverFront Investment Group, LLC 1.27% Add +13.7% 1,556,115 $81.8M
Destination Wealth Management 2.11% Add +3.2% 1,548,529 $81.4M
JPMorgan Chase & Co. 0.01% Reduce -46.6% 1,482,866 $77.7M
O'shaughnessy Asset Management, LLC 0.39% Add +3.0% 1,460,256 $76.8M
Cetera Investment Advisers 0.08% Add +5.8% 1,367,019 $71.9M
Mariner, LLC 0.08% Add +2.4% 1,342,638 $70.6M
US Bancorp \de 0.08% Add +3.4% 1,293,427 $68.0M
Sona Asset Management (us) LLC 3.80% Reduce -44.7% 1,254,454 $65.9M
Bank of Montreal 0.02% Add +30.9% 1,106,669 $58.2M
Sumitomo Mitsui Financial Group, Inc. 1.11% Reduce -1.4% 1,039,670 $54.6M
Palisade Capital Management, LP 1.90% Add +46.9% 1,007,682 $53.0M
Dakota Wealth Management 1.13% Add +7.5% 991,241 $52.1M
TD Private Client Wealth LLC 1.08% Add +21.1% 987,732 $51.9M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -9.8% 987,000 $51.9M
Greenwood Gearhart LLC 2.80% Add +6.1% 985,453 $51.8M
Benjamin Edwards Inc. 0.51% Add +82.5% 982,165 $51.6M
Kestra Advisory Services, LLC 0.19% Add +227.8% 966,218 $50.8M
Cerity Partners LLC 0.07% Add +7.7% 950,858 $50.0M
Zurich Insurance Group Ltd 0.37% No change 894,272 $47.0M
Bangor Savings Bank 3.66% Add +3.5% 871,116 $45.8M
Cutler Investment Counsel LLC 4.62% Add +1.5% 853,088 $44.8M
Fiduciary Trust Co 0.53% Reduce -1.0% 845,970 $44.5M
Janney Montgomery Scott LLC 0.11% Add +3.8% 826,787 $43.5M
Ritholtz Wealth Management 0.75% Add +5.3% 821,050 $43.2M
Raffa Wealth Management, LLC 6.67% Add +17.2% 812,876 $42.7M
Pathstone Holdings, LLC 0.17% Add +3.6% 791,127 $41.6M
PDS Planning, Inc 2.66% Add +5.4% 768,523 $40.4M
Stockman Wealth Management, Inc. 4.28% Add +9.1% 735,698 $38.7M
Clearwater Capital Advisors, LLC 3.12% Reduce -4.5% 734,445 $38.6M
Wealth Enhancement Advisory Services, LLC 0.08% Add +8.4% 729,994 $38.3M
Nelson Capital Management, LLC 4.65% Add +9.7% 724,911 $38.1M
Osaic Holdings, Inc. 0.05% Reduce -21.9% 689,328 $36.2M
Parallel Advisors, LLC 0.62% Add +129.0% 655,468 $34.5M
Schaeffer Financial LLC 28.73% Add +6.5% 649,372 $34.1M
Rockefeller Capital Management L.P. 0.06% Add +3.7% 647,210 $34.0M
Monograph Wealth Advisors, LLC 3.17% Add +12.7% 636,594 $33.5M
Envestnet Portfolio Solutions, Inc. 0.18% Reduce -1.3% 620,262 $32.6M
Leavell Investment Management, Inc. 1.30% Add +9.1% 602,484 $31.7M
Arkansas Financial Group, Inc. 4.32% Reduce -1.8% 589,543 $31.0M
NorthCoast Asset Management LLC 0.71% Add +107.0% 582,929 $30.6M
NewSquare Capital LLC 2.66% Add +11.5% 580,167 $30.5M
Chicago Partners Investment Group LLC 0.67% Add +9.8% 569,762 $30.0M
Prime Capital Investment Advisors, LLC 0.35% Add +2.6% 569,198 $29.9M
Stephens Inc. 0.37% Reduce -1.8% 565,737 $29.7M
Renaissance Technologies 0.04% Add +517.0% 544,563 $28.6M
Klaas Financial Asset Advisors, LLC 3.91% Reduce -49.1% 538,501 $28.3M
Bank of New York Mellon Corp 0.01% Add +17.2% 519,996 $27.3M
United Capital Financial Advisors, LLC 0.17% Reduce -8.7% 514,896 $27.0M
OneDigital Investment Advisors LLC 0.26% Reduce -3.6% 508,965 $26.8M
Beacon Pointe Advisors, LLC 0.14% Reduce -3.5% 500,718 $26.3M
Bartlett & Co. Wealth Management LLC 0.33% Reduce -4.3% 489,825 $25.7M
Baird Financial Group, Inc. 0.04% Add +25.1% 484,583 $25.5M
DT Investment Partners, LLC 2.09% Add +0.5% 477,357 $25.1M
Lutz Financial Services LLC 1.68% Reduce -2.4% 475,169 $25.0M
Fiduciary Group, LLC 2.13% Add +4.7% 473,633 $24.9M
Wellington Grp LLC 7.61% Add +9.2% 470,262 $24.7M
Arch Capital Group LTD. 8.50% No change 469,378 $24.7M
AE Wealth Management LLC 0.13% Add +58.8% 453,296 $23.8M
Lazard Asset Management LLC 0.04% Add +0.6% 447,444 $23.5M
Courage Miller Partners, LLC 6.64% Add +2.6% 447,305 $23.5M

"% 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.

Show all 1,017 holders