ISHARES TR IGOV
INTL TREA BD ETF · ETP · CUSIP 464288117
101
institutional holders
+2 vs Q3 2022
21.8m
shares reported held*
$854.3mreported value*
14 new
28 added
30 reduced
13 sold out
net bought ≈ $163.8m (+4.3m shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $39.16.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 99 |
| Q4 2022 | 101 |
Biggest buyers
| Financial Engines Advisors L.L.C. | Added | +2.1m |
| JPMORGAN CHASE & CO | Added | +1.3m |
| JANE STREET GROUP, LLC | Added | +1.1m |
| LEUTHOLD GROUP, LLC | Added | +184.7k |
| Creative Planning | Added | +71.5k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT | New | +60.7k |
| BlackRock Inc. | Added | +38.2k |
| UBS Group AG | Added | +19.6k |
| VISTA CAPITAL PARTNERS, INC. | New | +19.2k |
| Sumitomo Mitsui DS Asset Management Company, Ltd | Added | +15.1k |
Biggest sellers
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Sold out | -162.3k |
| WELLS FARGO & COMPANY/MN | Reduced | -102.0k |
| Omega Financial Group, LLC | Sold out | -95.7k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -88.7k |
| Checchi Capital Advisers, LLC | Reduced | -43.3k |
| PARK AVENUE SECURITIES LLC | Sold out | -40.6k |
| BANK OF AMERICA CORP /DE/ | Reduced | -32.3k |
| FLOW TRADERS U.S. LLC | Sold out | -31.7k |
| MML INVESTORS SERVICES, LLC | Sold out | -26.6k |
| Cambridge Investment Research Advisors, Inc. | Sold out | -22.1k |
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock Portfolio Management LLC 13G · institution +1.7 pts · filed 2026-10-05 | 10.3% |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| Financial Engines Advisors L.L.C. 1.67% of their portfolio | 14.9m $584.8m | Added +2.1m |
| JPMORGAN CHASE & CO 0.01% of their portfolio | 1.3m $51.1m | Added +1.3m |
| JANE STREET GROUP, LLC 0.08% of their portfolio | 1.1m $43.4m | Added +1.1m |
| Checchi Capital Advisers, LLC 2.30% of their portfolio | 565.4k $22.1m | Reduced -43.3k |
| BlackRock Inc. 0.00% of their portfolio | 419.6k $16.4m | Added +38.2k |
| Creative Planning 0.02% of their portfolio | 313.6k $12.3m | Added +71.5k |
| MORGAN STANLEY 0.00% of their portfolio | 270.7k $10.6m | Added +40 |
| LEUTHOLD GROUP, LLC 1.36% of their portfolio | 257.6k $10.1m | Added +184.7k |
| MACKENZIE FINANCIAL CORP 0.02% of their portfolio | 250.4k $9.8m | Unchanged |
| Inscription Capital, LLC 3.32% of their portfolio | 248.1k $9.7m | Reduced -12.7k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 221.3k $8.7m | Reduced -102.0k |
| Allspring Global Investments Holdings, LLC 0.01% of their portfolio | 179.2k $7.0m | Reduced -6.0k |
| CANADA LIFE ASSURANCE Co 0.01% of their portfolio | 136.7k $5.4m | Reduced -7.7k |
| Family Firm, Inc. 1.54% of their portfolio | 134.6k $5.3m | Added +5.0k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 124.8k $4.9m | Reduced -88.7k |
| UBS Group AG 0.00% of their portfolio | 118.0k $4.6m | Added +19.6k |
| Money Design Co.,Ltd. 0.14% of their portfolio | 107.1k $4.2m | Added +6.5k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 80.9k $3.2m | Reduced -32.3k |
| Topel & Distasi Wealth Management, LLC 1.61% of their portfolio | 73.4k $2.9m | Unchanged |
| Polaris Wealth Advisory Group, LLC 0.22% of their portfolio | 73.0k $2.9m | Reduced -389 |
| Sumitomo Mitsui DS Asset Management Company, Ltd 0.05% of their portfolio | 65.1k $2.5m | Added +15.1k |
| DISCOVERY CAPITAL MANAGEMENT, LLC / CT 0.35% of their portfolio | 60.7k $2.4m | New |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 55.5k $2.2m | Reduced -3.3k |
| JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio | 51.3k $2.0m | Reduced -4.8k |
| AE Wealth Management LLC 0.01% of their portfolio | 42.7k $1.7m | Reduced -3.4k |
| Morningstar Investment Services LLC 0.02% of their portfolio | 42.7k $1.7m | Added +2.8k |
| PRUDENTIAL FINANCIAL INC 0.00% of their portfolio | 40.4k $1.6m | Added +1.8k |
| LPL Financial LLC 0.00% of their portfolio | 39.9k $1.6m | Reduced -1.1k |
| FIRST FINANCIAL BANK - TRUST DIVISION 0.15% of their portfolio | 36.1k $1.4m | Not comparable |
| FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.09% of their portfolio | 32.9k $1.3m | Added +9.6k |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 31.8k $1.2m | Added +2.5k |
| Euro Pacific Asset Management, LLC 0.24% of their portfolio | 26.4k $1.1m | Added +6.6k |
| CW Advisors, LLC 0.02% of their portfolio | 23.8k $931.4k | Reduced -8.4k |
| HARBOUR INVESTMENTS, INC. 0.05% of their portfolio | 21.5k $842.5k | Reduced -14.9k |
| Perella Weinberg Partners Capital Management LP 0.13% of their portfolio | 20.2k $792.7k | Unchanged |
| FRANKLIN RESOURCES INC 0.00% of their portfolio | 20.1k $786.8k | Unchanged |
| VISTA CAPITAL PARTNERS, INC. 0.12% of their portfolio | 19.2k $753.2k | New |
| Invesco Ltd. 0.00% of their portfolio | 18.6k $729.8k | Added +2.5k |
| Crossmark Global Holdings, Inc. 0.02% of their portfolio | 17.8k $696.0k | Unchanged |
| Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio | 17.1k $671.0k | Reduced -18.3k |
| DMC Group, LLC 0.67% of their portfolio | 15.1k $590.0k | Reduced -7.5k |
| Sovereign Financial Group, Inc. 0.20% of their portfolio | 12.7k $498.7k | New |
| Mariner, LLC 0.00% of their portfolio | 11.6k $454.0k | Reduced -2.7k |
| KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio | 10.7k $419.8k | Reduced -1.3k |
| Upper Left Wealth Management, LLC 0.49% of their portfolio | 10.6k $413.7k | Added +1.8k |
| Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio | 10.3k $403.1k | Added +2.6k |
| Sensible Financial Planning & Management, LLC. 0.10% of their portfolio | 10.1k $395.0k | Unchanged |
| Pure Financial Advisors, LLC 0.02% of their portfolio | 9.8k $382.8k | Reduced -612 |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 9.5k $372.1k | Added +3.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 9.0k $351.0k | New |
| Atria Wealth Solutions, Inc. 0.01% of their portfolio | 8.6k $338.4k | Added +66 |
| COMERICA BANK 0.00% of their portfolio | 7.7k $314.0k | Reduced -1.6k |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0.01% of their portfolio | 7.6k $298.6k | Reduced -1.6k |
| Focus Partners Advisor Solutions, LLC 0.02% of their portfolio | 6.9k $271.3k | Added +236 |
| HighTower Advisors, LLC 0.00% of their portfolio | 6.9k $269.0k | Added +1.3k |
| HM PAYSON & CO 0.01% of their portfolio | 6.6k $257.7k | Unchanged |
| RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio | 6.5k $255.6k | First filing |
| SCOTIA CAPITAL INC. 0.00% of their portfolio | 6.3k $246.1k | Reduced -7.2k |
| CITADEL ADVISORS LLC 0.00% of their portfolio | 5.4k $212.1k | New |
| HB Wealth Management, LLC 0.00% of their portfolio | 5.3k $206.7k | New |
| SYNOVUS FINANCIAL CORP 0.00% of their portfolio | 5.2k $205.5k | New |
| FIRST NATIONAL CORP /MA/ /ADV 0.05% of their portfolio | 5.1k $201.2k | New |
| Allworth Financial LP 0.00% of their portfolio | 4.7k $182.4k | Reduced -48 |
| CITIGROUP INC 0.00% of their portfolio | 4.3k $166.7k | Added +289 |
| Qube Research & Technologies Ltd 0.00% of their portfolio | 2.5k $96.7k | Added +2.1k |
| CLEAR INVESTMENT RESEARCH, LLC 0.14% of their portfolio | 1.8k $70.0k | Unchanged |
| NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio | 1.5k $58.2k | Unchanged |
| SIMPLEX TRADING, LLC 0.00% of their portfolio | 1.4k $56.0k | Reduced -554 |
| ASSETMARK, INC 0.00% of their portfolio | 1.3k $50.1k | Unchanged |
| Advisory Services Network, LLC 0.00% of their portfolio | 625 $24.5k | New |
| Ameritas Investment Partners, Inc. 0.00% of their portfolio | 550 $21.5k | Reduced -661 |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 490 $19.8k | Unchanged |
| Gradient Investments LLC 0.00% of their portfolio | 474 $18.6k | Unchanged |
| Rise Advisors, LLC 0.01% of their portfolio | 328 $12.8k | Reduced -241 |
| JNBA Financial Advisors 0.00% of their portfolio | 196 $7.7k | Unchanged |
| Zullo Investment Group, Inc. 0.00% of their portfolio | 180 $7.0k | Unchanged |
| Avior Wealth Management, LLC 0.00% of their portfolio | 161 $6.3k | Added +1 |
| Bangor Savings Bank 0.00% of their portfolio | 150 $6.0k | Unchanged |
| BARRETT & COMPANY, INC. 0.00% of their portfolio | 140 $5.5k | Unchanged |
| PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 0.00% of their portfolio | 133 $5.4k | New |
| MATRIX PRIVATE CAPITAL GROUP LLC 0.00% of their portfolio | 81 $3.2k | Unchanged |
| Covestor Ltd 0.00% of their portfolio | 65 $3.0k | Added +65 |
| Archer Investment Corp 0.00% of their portfolio | 58 $2.3k | Unchanged |
| McElhenny Sheffield Capital Management, LLC 0.00% of their portfolio | 50 $2.0k | New |
| TCI Wealth Advisors, Inc. 0.00% of their portfolio | 48 $1.9k | New |
| CAMBRIDGE TRUST CO 0.00% of their portfolio | 46 $2.0k | Unchanged |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 40 $1.6k | Unchanged |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 39 $1.5k | Reduced -819 |
| NewEdge Advisors, LLC 0.00% of their portfolio | 31 $1.2k | New |
| Larson Financial Group LLC 0.00% of their portfolio | 27 $1.1k | Added +4 |
| OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio | 25 $979 | New |
| Steward Partners Investment Advisory, LLC 0.00% of their portfolio | 20 $783 | Reduced -132 |
| PNC Financial Services Group, Inc. 0.00% of their portfolio | 16 $626 | Unchanged |
| IFP Advisors, Inc 0.00% of their portfolio | 12 $1.0k | Unchanged |
| Aptus Capital Advisors, LLC 0.00% of their portfolio | 3 $117 | Unchanged |
| SOA Wealth Advisors, LLC. 0.00% of their portfolio | 3 $117 | Unchanged |
| Tower Research Capital LLC (TRC) 0.00% of their portfolio | 2 $0 | Reduced -9 |
| SJS Investment Consulting Inc. 0.00% of their portfolio | 2 $78 | Reduced -150 |
| HANTZ FINANCIAL SERVICES, INC. 0.00% of their portfolio | 1 $0 | Not comparable |
| Disciplined Investments, LLC 0.00% of their portfolio | 1 $39 | Unchanged |