Vault-13

ISHARES TR IGOV

INTL TREA BD ETF · ETP · CUSIP 464288117

103 institutional holders -15 vs Q1 2023
26,425,29426.4m shares reported held*
$1.0bnreported value*
7 new 32 added 38 reduced 24 sold out net bought ≈ $31.8m (+802.2k 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 ≈ $39.60.

Trends to Q2 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 99Q4 22: 101Q1 23: 118Q2 23: 103103Q3 22Q4 22Q1 23Q2 23
Numbers
QuarterHolders
Q3 202299
Q4 2022101
Q1 2023118
Q2 2023103

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 23Q2 23: 39 bought or addedQ2 23: 62 cut or sold outQ2 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224243
Q1 20236044
Q2 20233962

Biggest buyers

Financial Engines Advisors L.L.C. Added +1,028,147+1.0m
MANUFACTURERS LIFE INSURANCE COMPANY, THE Added +629,800+629.8k
FMR LLC New +405,226+405.2k
Money Design Co.,Ltd. Added +245,383+245.4k
BlackRock Inc. Added +94,017+94.0k
ROYAL BANK OF CANADA Added +79,569+79.6k
Creative Planning Added +49,367+49.4k
Mariner, LLC Added +23,410+23.4k
Perella Weinberg Partners Capital Management LP Added +21,445+21.4k
North Ridge Wealth Advisors, Inc. Added +19,693+19.7k

Biggest sellers

JANE STREET GROUP, LLC Reduced -516,685-516.7k
Synergy Asset Management, LLC Sold out -252,123-252.1k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -237,688-237.7k
Inscription Capital, LLC Reduced -152,566-152.6k
MILESTONE ASSET MANAGEMENT, LLC Sold out -119,985-120.0k
Baird Financial Group, Inc. Sold out -100,191-100.2k
Sumitomo Mitsui DS Asset Management Company, Ltd Reduced -96,087-96.1k
Clearview Wealth Advisors LLC Reduced -56,598-56.6k
ENVESTNET ASSET MANAGEMENT INC Reduced -47,371-47.4k
Morningstar Investment Services LLC Sold out -43,995-44.0k

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, Q2 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Engines Advisors L.L.C. 1.71% of their portfolio SANTA CLARA, CA 17,079,07317.1m $676.2m $676.2m 1.71% Added +1.0m +1,028,147
2 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.08% of their portfolio Toronto, A6 3,419,5873.4m $135.4m $135.4m 0.08% Added +629.8k +629,800
3 Checchi Capital Advisers, LLC 1.99% of their portfolio BEVERLY HILLS, CA 560,904560.9k $22.2m $22.2m 1.99% Reduced -33.3k -33,276
4 BlackRock Inc. 0.00% of their portfolio New York, NY 453,274453.3k $17.9m $17.9m 0.00% Added +94.0k +94,017
5 Creative Planning 0.02% of their portfolio OVERLAND PARK, KS 439,178439.2k $17.4m $17.4m 0.02% Added +49.4k +49,367
6 FMR LLC 0.00% of their portfolio BOSTON, MA 405,226405.2k $16.0m $16.0m 0.00% New
7 Money Design Co.,Ltd. 0.71% of their portfolio TOKYO, M0 302,554302.6k $12.0m $12.0m 0.71% Added +245.4k +245,383
8 LEUTHOLD GROUP, LLC 1.31% of their portfolio MINNEAPOLIS, MN 256,083256.1k $10.1m $10.1m 1.31% Reduced -2.5k -2,533
9 MACKENZIE FINANCIAL CORP 0.02% of their portfolio TORONTO ONTARIO, A6 250,449250.4k $9.9m $9.9m 0.02% Unchanged
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 244,464244.5k $9.7m $9.7m 0.00% Reduced -9.5k -9,455
11 Inscription Capital, LLC 2.94% of their portfolio HOUSTON, TX 238,641238.6k $9.4m $9.4m 2.94% Reduced -152.6k -152,566
12 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 200,799200.8k $7.9m $7.9m 0.00% Reduced -32.8k -32,791
13 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 195,093195.1k $7.7m $7.7m 0.01% Added +15.9k +15,906
14 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 179,769179.8k $7.1m $7.1m 0.00% Added +79.6k +79,569
15 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 175,180175.2k $6.9m $6.9m 0.03% Reduced -9.6k -9,633
16 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 155,714155.7k $6.2m $6.2m 0.01% Reduced -516.7k -516,685
17 Family Firm, Inc. 1.52% of their portfolio BETHESDA, MD 145,235145.2k $5.7m $5.7m 1.52% Added +5.5k +5,491
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 127,387127.4k $5.0m $5.0m 0.00% Reduced -1.7k -1,682
19 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 121,492121.5k $4.8m $4.8m 0.01% Reduced -8.7k -8,732
20 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 110,481110.5k $4.4m $4.4m 0.00% Reduced -47.4k -47,371
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 106,756106.8k $4.2m $4.2m 0.00% Added +11.1k +11,127
22 North Ridge Wealth Advisors, Inc. 3.40% of their portfolio BEAVERTON, OR 89,80789.8k $3.6m $3.6m 3.40% Added +19.7k +19,693
23 Mariner, LLC 0.01% of their portfolio Overland Park, KS 85,38385.4k $3.4m $3.4m 0.01% Added +23.4k +23,410
24 Dunhill Financial, LLC 1.99% of their portfolio LONDON, X0 78,79978.8k $3.0m $3.0m 1.99% First filing
25 Topel & Distasi Wealth Management, LLC 1.53% of their portfolio BERKELEY, CA 76,85076.8k $3.0m $3.0m 1.53% Added +322 +322
26 Polaris Wealth Advisory Group, LLC 0.21% of their portfolio SAN RAFAEL, CA 69,64769.6k $2.8m $2.8m 0.21% Reduced -2.6k -2,566
27 Perella Weinberg Partners Capital Management LP 0.27% of their portfolio NEW YORK, NY 66,49566.5k $2.6m $2.6m 0.27% Added +21.4k +21,445
28 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 51,83951.8k $2.1m $2.1m 0.01% Added +3.3k +3,267
29 Euro Pacific Asset Management, LLC 0.38% of their portfolio DORADO, PR 43,65943.7k $1.7m $1.7m 0.38% Added +17.5k +17,535
30 AlphaQ Advisors LLC 1.26% of their portfolio Winter Park, FL 43,26743.3k $1.7m $1.7m 1.26% Added +18.8k +18,789
31 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 41,79041.8k $1.7m $1.7m 0.00% Reduced -531 -531
32 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 38,94138.9k $1.5m $1.5m 0.00% Added +530 +530
33 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 34,75134.8k $1.4m $1.4m 0.00% Reduced -5.4k -5,356
34 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 32,08132.1k $1.3m $1.3m 0.00% Reduced -4.2k -4,244
35 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.08% of their portfolio Greenbrae, CA 31,30031.3k $1.2m $1.2m 0.08% Reduced -850 -850
36 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.79% of their portfolio JUPITER, FL 31,26431.3k $1.2m $1.2m 0.79% Added +12.0k +12,018
37 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 30,47130.5k $1.2m $1.2m 0.00% Reduced -237.7k -237,688
38 Sumitomo Mitsui DS Asset Management Company, Ltd 0.02% of their portfolio TOKYO, M0 26,80026.8k $1.1m $1.1m 0.02% Reduced -96.1k -96,087
39 Bank Julius Baer & Co. Ltd, Zurich 0.01% of their portfolio ZURICH, V8 21,84421.8k $865.0k $865.0k 0.01% Reduced -1.9k -1,918
40 Empirical Asset Management, LLC 0.75% of their portfolio WELLESLEY, MA 21,32021.3k $844.1k $844.1k 0.75% Added +1.1k +1,083
41 FIRST FINANCIAL BANK - TRUST DIVISION 0.09% of their portfolio HAMILTON, OH 20,80520.8k $823.7k $823.7k 0.09% Reduced -1.1k -1,083
42 CW Advisors, LLC 0.02% of their portfolio BOSTON, MA 19,77019.8k $782.7k $782.7k 0.02% Reduced -3.5k -3,531
43 VISTA CAPITAL PARTNERS, INC. 0.11% of their portfolio PORTLAND, OR 19,57619.6k $775.0k $775.0k 0.11% Added +177 +177
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 18,05218.1k $714.7k $714.7k 0.00% Added +2.9k +2,879
45 Crossmark Global Holdings, Inc. 0.02% of their portfolio HOUSTON, TX 17,77517.8k $707.0k $707.0k 0.02% Unchanged
46 Columbus Macro, LLC 0.27% of their portfolio NEW CASTLE, PA 17,11417.1k $685.2k $685.2k 0.27% New
47 Moors & Cabot, Inc. 0.04% of their portfolio BOSTON, MA 16,81616.8k $665.7k $665.7k 0.04% Added +5.0k +4,999
48 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 16,70516.7k $661.4k $661.4k 0.00% Added +402 +402
49 Bulltick Wealth Management, LLC 0.12% of their portfolio Miami, FL 12,57612.6k $497.9k $497.9k 0.12% Reduced -49 -49
50 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 12,02312.0k $476.0k $476.0k 0.01% New
51 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 11,80511.8k $467.4k $467.4k 0.02% Reduced -3.8k -3,802
52 Upper Left Wealth Management, LLC 0.45% of their portfolio TAMPA, FL 10,16510.2k $402.4k $402.4k 0.45% Added +1.5k +1,527
53 Sensible Financial Planning & Management, LLC. 0.09% of their portfolio WALTHAM, MA 10,10010.1k $400.0k $400.0k 0.09% Unchanged
54 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 9,95510.0k $394.1k $394.1k 0.00% Reduced -10.3k -10,253
55 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 8,8648.9k $350.9k $350.9k 0.00% New
56 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 8,8488.8k $350.3k $350.3k 0.00% Unchanged
57 Pure Financial Advisors, LLC 0.01% of their portfolio SAN DIEGO, CA 8,5988.6k $340.4k $340.4k 0.01% Reduced -693 -693
58 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,3748.4k $331.5k $331.5k 0.00% Reduced -257 -257
59 ProVise Management Group, LLC 0.03% of their portfolio CLEARWATER, FL 8,1168.1k $321.3k $321.3k 0.03% Reduced -26.0k -26,042
60 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 7,9818.0k $316.0k $316.0k 0.00% Reduced -10.9k -10,938
61 Sovereign Financial Group, Inc. 0.10% of their portfolio STAMFORD, CT 7,6037.6k $301.0k $301.0k 0.10% Reduced -640 -640
62 Focus Partners Advisor Solutions, LLC 0.02% of their portfolio SAINT LOUIS, MO 7,1157.1k $281.7k $281.7k 0.02% Added +35 +35
63 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 6,1656.2k $244.1k $244.1k 0.00% Reduced -2.8k -2,754
64 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.11% of their portfolio HILLSDALE, NY 6,1466.1k $243.3k $243.3k 0.11% Reduced -382 -382
65 SWS Partners 0.08% of their portfolio COLUMBUS, OH 5,5495.5k $219.7k $219.7k 0.08% Added +87 +87
66 DMC Group, LLC 0.22% of their portfolio BIRMINGHAM, AL 5,5205.5k $218.5k $218.5k 0.22% Reduced -1.8k -1,795
67 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 5,3325.3k $211.1k $211.1k 0.00% Unchanged
68 Cetera Advisor Networks LLC 0.00% of their portfolio EL SEGUNDO, CA 5,2695.3k $208.6k $208.6k 0.00% Reduced -503 -503
69 FIRST NATIONAL CORP /MA/ /ADV 0.05% of their portfolio ROCKLAND, MA 5,1385.1k $203.4k $203.4k 0.05% Unchanged
70 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,8614.9k $192.4k $192.4k 0.00% Added +217 +217
71 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 4,0204.0k $159.1k $159.1k 0.00% Unchanged
72 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 3,3803.4k $455.9k $455.9k 0.00% Added +51 +51
73 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 1,9021.9k $75.8k $75.8k 0.00% Added +1.4k +1,412
74 CLEAR INVESTMENT RESEARCH, LLC 0.13% of their portfolio ALPHARETTA, GA 1,9021.9k $75.3k $75.3k 0.13% Added +142 +142
75 MEITAV INVESTMENT HOUSE LTD 0.00% of their portfolio BENE-BERAQ, L3 1,3641.4k $54.0k $54.0k 0.00% New
76 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,3401.3k $53.0k $53.0k 0.00% Unchanged
77 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 1,3341.3k $52.8k $52.8k 0.01% Reduced -21 -21
78 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,2801.3k $50.7k $50.7k 0.00% Unchanged
79 CWM, LLC 0.00% of their portfolio OMAHA, NE 884884 $35.0k $35.0k 0.00% Unchanged
80 Covestor Ltd 0.01% of their portfolio LONDON, X0 208208 $8.0k $8.0k 0.01% Reduced -6 -6
81 Rise Advisors, LLC 0.01% of their portfolio ROCHESTER, NY 202202 $8.0k $8.0k 0.01% Unchanged
82 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 161161 $6.4k $6.4k 0.00% Unchanged
83 Clearview Wealth Advisors LLC 0.01% of their portfolio SALEM, OR 155155 $6.1k $6.1k 0.01% Reduced -56.6k -56,598
84 Bangor Savings Bank 0.00% of their portfolio BANGOR, ME 150150 $5.9k $5.9k 0.00% Unchanged
85 BARRETT & COMPANY, INC. 0.00% of their portfolio PROVIDENCE, RI 140140 $5.5k $5.5k 0.00% Unchanged
86 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 9292 $3.6k $3.6k 0.00% Unchanged
87 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 8080 $3.2k $3.2k 0.00% Added +60 +60
88 Archer Investment Corp 0.00% of their portfolio Carmel, IN 5858 $2.3k $2.3k 0.00% Unchanged
89 Realta Investment Advisors 0.00% of their portfolio WILMINGTON, DE 4242 $1.7k $1.7k 0.00% New
90 CAMBRIDGE TRUST CO 0.00% of their portfolio BOSTON, MA 4040 $1.6k $1.6k 0.00% Reduced -6 -6
91 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4040 $1.6k $1.6k 0.00% Unchanged
92 Faithward Advisors, LLC 0.00% of their portfolio LANCASTER, PA 3131 $1.2k $1.2k 0.00% New
93 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2727 $1.1k $1.1k 0.00% Unchanged
94 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 2525 $990 $990 0.00% Unchanged
95 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 2424 $1.1k $1.1k 0.00% Added +12 +12
96 Tower Research Capital LLC (TRC) 0.00% of their portfolio NEW YORK, NY 2020 $792 $792 0.00% Reduced -46 -46
97 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 1616 $633 $633 0.00% Unchanged
98 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1010 $396 $396 0.00% Unchanged
99 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 77 $277 $277 0.00% Unchanged
100 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 33 $119 $119 0.00% Unchanged