Vault-13

ISHARES TR IGOV

INTL TREA BD ETF · ETP · CUSIP 464288117

118 institutional holders +17 vs Q4 2022
25,544,29525.5m shares reported held*
$1.0bnreported value*
28 new 32 added 31 reduced 13 sold out net bought ≈ $147.1m (+3.7m 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 ≈ $40.21.

Trends to Q1 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 99Q4 22: 101Q1 23: 118118Q3 22Q4 22Q1 23
Numbers
QuarterHolders
Q3 202299
Q4 2022101
Q1 2023118

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
1000100Q4 22: 42 bought or addedQ4 22: 43 cut or sold outQ4 22Q1 23: 60 bought or addedQ1 23: 44 cut or sold outQ1 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224243
Q1 20236044

Biggest buyers

MANUFACTURERS LIFE INSURANCE COMPANY, THE New +2,789,787+2.8m
Financial Engines Advisors L.L.C. Added +1,112,758+1.1m
Synergy Asset Management, LLC New +252,123+252.1k
COMMONWEALTH EQUITY SERVICES, LLC Added +236,377+236.4k
Cambridge Investment Research Advisors, Inc. New +184,813+184.8k
Inscription Capital, LLC Added +143,059+143.1k
MILESTONE ASSET MANAGEMENT, LLC New +119,985+120.0k
Baird Financial Group, Inc. New +100,191+100.2k
Creative Planning Added +76,194+76.2k
Sumitomo Mitsui DS Asset Management Company, Ltd Added +57,798+57.8k

Biggest sellers

JPMORGAN CHASE & CO Reduced -1,289,409-1.3m
JANE STREET GROUP, LLC Reduced -435,134-435.1k
DISCOVERY CAPITAL MANAGEMENT, LLC / CT Sold out -60,741-60.7k
BlackRock Inc. Reduced -60,350-60.4k
Money Design Co.,Ltd. Reduced -49,927-49.9k
MORGAN STANLEY Reduced -16,745-16.7k
FIRST FINANCIAL BANK - TRUST DIVISION Reduced -14,203-14.2k
JONES FINANCIAL COMPANIES LLLP Reduced -11,181-11.2k
DMC Group, LLC Reduced -7,799-7.8k
CANADA LIFE ASSURANCE Co Reduced -6,456-6.5k

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.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution +1.7 pts · filed 2026-10-05 10.3% +1.7 pts 3.4m≈ $138.4m 2026-10-05

Holders, Q1 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Engines Advisors L.L.C. 1.71% of their portfolio SANTA CLARA, CA 16,050,92616.1m $645.4m $645.4m 1.71% Added +1.1m +1,112,758
2 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio Toronto, A6 2,789,7872.8m $112.2m $112.2m 0.06% New
3 JANE STREET GROUP, LLC 0.05% of their portfolio NEW YORK, NY 672,399672.4k $27.0m $27.0m 0.05% Reduced -435.1k -435,134
4 Checchi Capital Advisers, LLC 2.31% of their portfolio BEVERLY HILLS, CA 594,180594.2k $23.9m $23.9m 2.31% Added +28.8k +28,806
5 Inscription Capital, LLC 4.16% of their portfolio HOUSTON, TX 391,207391.2k $15.7m $15.7m 4.16% Added +143.1k +143,059
6 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 389,811389.8k $15.7m $15.7m 0.02% Added +76.2k +76,194
7 BlackRock Inc. 0.00% of their portfolio New York, NY 359,257359.3k $14.4m $14.4m 0.00% Reduced -60.4k -60,350
8 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 268,159268.2k $10.8m $10.8m 0.02% Added +236.4k +236,377
9 LEUTHOLD GROUP, LLC 1.37% of their portfolio MINNEAPOLIS, MN 258,616258.6k $10.4m $10.4m 1.37% Added +1.0k +1,003
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 253,919253.9k $10.2m $10.2m 0.00% Reduced -16.7k -16,745
11 Synergy Asset Management, LLC 2.43% of their portfolio VANCOUVER, WA 252,123252.1k $10.1m $10.1m 2.43% New
12 MACKENZIE FINANCIAL CORP 0.02% of their portfolio TORONTO ONTARIO, A6 250,449250.4k $10.1m $10.1m 0.02% Unchanged
13 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 233,590233.6k $9.4m $9.4m 0.00% Added +12.3k +12,284
14 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 184,813184.8k $7.4m $7.4m 0.04% New
15 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 179,187179.2k $7.2m $7.2m 0.01% Reduced -35 -35
16 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 157,852157.9k $6.3m $6.3m 0.00% Added +33.1k +33,076
17 Family Firm, Inc. 1.56% of their portfolio BETHESDA, MD 139,744139.7k $5.6m $5.6m 1.56% Added +5.1k +5,136
18 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 130,224130.2k $5.2m $5.2m 0.01% Reduced -6.5k -6,456
19 UBS Group AG 0.00% of their portfolio ZURICH, V8 129,069129.1k $5.2m $5.2m 0.00% Added +11.1k +11,058
20 Sumitomo Mitsui DS Asset Management Company, Ltd 0.09% of their portfolio TOKYO, M0 122,887122.9k $4.9m $4.9m 0.09% Added +57.8k +57,798
21 MILESTONE ASSET MANAGEMENT, LLC 2.76% of their portfolio PITTSBURGH, PA 119,985120.0k $4.8m $4.8m 2.76% New
22 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 100,200100.2k $4.0m $4.0m 0.00% Added +44.7k +44,718
23 Baird Financial Group, Inc. 0.01% of their portfolio MILWAUKEE, WI 100,191100.2k $4.0m $4.0m 0.01% New
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 95,62995.6k $3.8m $3.8m 0.00% Added +14.7k +14,740
25 Topel & Distasi Wealth Management, LLC 1.61% of their portfolio BERKELEY, CA 76,52876.5k $3.1m $3.1m 1.61% Added +3.1k +3,087
26 Polaris Wealth Advisory Group, LLC 0.21% of their portfolio SAN RAFAEL, CA 72,21372.2k $2.9m $2.9m 0.21% Reduced -781 -781
27 North Ridge Wealth Advisors, Inc. 2.82% of their portfolio BEAVERTON, OR 70,11470.1k $2.8m $2.8m 2.82% First filing
28 Mariner, LLC 0.01% of their portfolio Overland Park, KS 61,97362.0k $2.5m $2.5m 0.01% Added +50.4k +50,367
29 Money Design Co.,Ltd. 0.14% of their portfolio TOKYO, M0 57,17157.2k $2.3m $2.3m 0.14% Reduced -49.9k -49,927
30 Clearview Wealth Advisors LLC 2.31% of their portfolio SALEM, OR 56,75356.8k $2.3m $2.3m 2.31% New
31 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 48,57248.6k $2.0m $2.0m 0.01% Added +5.9k +5,886
32 Perella Weinberg Partners Capital Management LP 0.22% of their portfolio NEW YORK, NY 45,05045.0k $1.8m $1.8m 0.22% Added +24.8k +24,801
33 Morningstar Investment Services LLC 0.02% of their portfolio CHICAGO, IL 43,99544.0k $1.8m $1.8m 0.02% Added +1.3k +1,320
34 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 42,32142.3k $1.7m $1.7m 0.00% Added +1.9k +1,875
35 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 40,10740.1k $1.6m $1.6m 0.00% Reduced -11.2k -11,181
36 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 38,41138.4k $1.5m $1.5m 0.00% Reduced -1.5k -1,473
37 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 36,32536.3k $1.5m $1.5m 0.00% New
38 ProVise Management Group, LLC 0.13% of their portfolio CLEARWATER, FL 34,15834.2k $1.4m $1.4m 0.13% New
39 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio Greenbrae, CA 32,15032.1k $1.3m $1.3m 0.08% Reduced -725 -725
40 Euro Pacific Asset Management, LLC 0.23% of their portfolio DORADO, PR 26,12426.1k $1.1m $1.1m 0.23% Reduced -299 -299
41 AlphaQ Advisors LLC 0.84% of their portfolio Winter Park, FL 24,47824.5k $984.3k $984.3k 0.84% New
42 Bank Julius Baer & Co. Ltd, Zurich 0.01% of their portfolio ZURICH, V8 23,76223.8k $955.0k $955.0k 0.01% Added +6.6k +6,621
43 CW Advisors, LLC 0.02% of their portfolio BOSTON, MA 23,30123.3k $937.0k $937.0k 0.02% Reduced -489 -489
44 AlphaStar Capital Management, LLC 0.08% of their portfolio CORNELIUS, NC 23,23423.2k $934.2k $934.2k 0.08% New
45 FIRST FINANCIAL BANK - TRUST DIVISION 0.09% of their portfolio HAMILTON, OH 21,88821.9k $880.1k $880.1k 0.09% Reduced -14.2k -14,203
46 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 21,46421.5k $863.1k $863.1k 0.00% New
47 Empirical Asset Management, LLC 0.78% of their portfolio WELLESLEY, MA 20,23720.2k $813.7k $813.7k 0.78% New
48 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 20,20820.2k $812.6k $812.6k 0.00% Added +110 +110
49 VISTA CAPITAL PARTNERS, INC. 0.12% of their portfolio PORTLAND, OR 19,39919.4k $780.0k $780.0k 0.12% Added +161 +161
50 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.55% of their portfolio JUPITER, FL 19,24619.2k $773.9k $773.9k 0.55% New
51 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 18,91918.9k $760.7k $760.7k 0.00% Added +9.4k +9,392
52 Crossmark Global Holdings, Inc. 0.02% of their portfolio HOUSTON, TX 17,77517.8k $715.0k $715.0k 0.02% Unchanged
53 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 16,30316.3k $655.5k $655.5k 0.00% Reduced -2.3k -2,337
54 HARBOUR INVESTMENTS, INC. 0.03% of their portfolio MADISON, WI 15,60715.6k $627.6k $627.6k 0.03% Reduced -5.9k -5,914
55 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 15,17315.2k $610.0k $610.0k 0.00% Reduced -1.3m -1,289,409
56 Bulltick Wealth Management, LLC 0.13% of their portfolio Miami, FL 12,62512.6k $507.7k $507.7k 0.13% New
57 Moors & Cabot, Inc. 0.03% of their portfolio BOSTON, MA 11,81711.8k $475.2k $475.2k 0.03% New
58 Advisory Services Network, LLC 0.01% of their portfolio ATLANTA, GA 10,24810.2k $412.1k $412.1k 0.01% Added +9.6k +9,623
59 Sensible Financial Planning & Management, LLC. 0.10% of their portfolio WALTHAM, MA 10,10010.1k $406.0k $406.0k 0.10% Unchanged
60 Pure Financial Advisors, LLC 0.02% of their portfolio SAN DIEGO, CA 9,2919.3k $373.6k $373.6k 0.02% Reduced -488 -488
61 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 8,9198.9k $358.6k $358.6k 0.00% Reduced -1.8k -1,803
62 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 8,8488.8k $355.8k $355.8k 0.00% Reduced -1.4k -1,450
63 Upper Left Wealth Management, LLC 0.39% of their portfolio TAMPA, FL 8,6388.6k $347.3k $347.3k 0.39% Reduced -1.9k -1,929
64 Atria Wealth Solutions, Inc. 0.01% of their portfolio NEW YORK, NY 8,6318.6k $347.1k $347.1k 0.01% Reduced -12 -12
65 Sovereign Financial Group, Inc. 0.12% of their portfolio STAMFORD, CT 8,2438.2k $331.5k $331.5k 0.12% Reduced -4.5k -4,495
66 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.02% of their portfolio BIRMINGHAM, AL 7,9548.0k $319.8k $319.8k 0.02% Added +8.0k +7,954
67 WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0.01% of their portfolio NORFOLK, VA 7,6277.6k $306.7k $306.7k 0.01% Unchanged
68 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 7,5977.6k $306.0k $306.0k 0.00% New
69 DMC Group, LLC 0.30% of their portfolio BIRMINGHAM, AL 7,3157.3k $296.6k $296.6k 0.30% Reduced -7.8k -7,799
70 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 7,2987.3k $293.0k $293.0k 0.00% New
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 7,2597.3k $291.9k $291.9k 0.00% Reduced -1.7k -1,706
72 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 7,0807.1k $284.7k $284.7k 0.02% Added +151 +151
73 HM PAYSON & CO 0.01% of their portfolio PORTLAND, ME 6,5826.6k $264.7k $264.7k 0.01% Unchanged
74 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.13% of their portfolio HILLSDALE, NY 6,5286.5k $262.5k $262.5k 0.13% Unchanged
75 WBH ADVISORY INC 0.03% of their portfolio BALTIMORE, MD 6,4726.5k $260.2k $260.2k 0.03% First filing
76 SCOTIA CAPITAL INC. 0.00% of their portfolio TORONTO, A6 6,3526.4k $255.4k $255.4k 0.00% Added +65 +65
77 Crabel Capital Management, LLC 0.11% of their portfolio MILWAUKEE, WI 6,0816.1k $245.0k $245.0k 0.11% New
78 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 5,7725.8k $232.1k $232.1k 0.00% New
79 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 5,6425.6k $227.0k $227.0k 0.00% Reduced -1.2k -1,212
80 SWS Partners 0.08% of their portfolio COLUMBUS, OH 5,4625.5k $219.6k $219.6k 0.08% New
81 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 5,3325.3k $214.4k $214.4k 0.00% Added +52 +52
82 Stratos Wealth Advisors, LLC 0.02% of their portfolio BEACHWOOD, OH 5,2155.2k $209.7k $209.7k 0.02% New
83 FIRST NATIONAL CORP /MA/ /ADV 0.05% of their portfolio ROCKLAND, MA 5,1385.1k $206.6k $206.6k 0.05% Unchanged
84 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,6444.6k $186.7k $186.7k 0.00% Added +386 +386
85 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,0204.0k $161.6k $161.6k 0.00% Reduced -639 -639
86 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 3,3293.3k $133.9k $133.9k 0.00% Added +858 +858
87 CLEAR INVESTMENT RESEARCH, LLC 0.12% of their portfolio ALPHARETTA, GA 1,7601.8k $70.8k $70.8k 0.12% Reduced -32 -32
88 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 1,3551.4k $54.7k $54.7k 0.01% New
89 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,3401.3k $53.9k $53.9k 0.00% Reduced -150 -150
90 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,2801.3k $51.5k $51.5k 0.00% Unchanged
91 CWM, LLC 0.00% of their portfolio OMAHA, NE 884884 $36.0k $36.0k 0.00% New
92 Grey Ledge Advisors, LLC 0.01% of their portfolio GUILFORD, CT 874874 $34.2k $34.2k 0.01% New
93 Bogart Wealth, LLC 0.00% of their portfolio MCLEAN, VA 652652 $26.2k $26.2k 0.00% New
94 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 490490 $19.7k $19.7k 0.00% Unchanged
95 Gradient Investments LLC 0.00% of their portfolio ARDEN HILLS, MN 474474 $19.1k $19.1k 0.00% Unchanged
96 SIMPLEX TRADING, LLC 0.00% of their portfolio CHICAGO, IL 403403 $16.0k $16.0k 0.00% Reduced -1.0k -1,043
97 Covestor Ltd 0.01% of their portfolio LONDON, X0 214214 $9.0k $9.0k 0.01% Added +149 +149
98 Rise Advisors, LLC 0.01% of their portfolio ROCHESTER, NY 202202 $8.1k $8.1k 0.01% Reduced -126 -126
99 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 161161 $6.5k $6.5k 0.00% Unchanged
100 Bangor Savings Bank 0.00% of their portfolio BANGOR, ME 150150 $6.0k $6.0k 0.00% Unchanged