Vault-13

ISHARES TR IGOV

INTL TREA BD ETF · ETP · CUSIP 464288117

98 institutional holders -5 vs Q2 2023
24,726,48824.7m shares reported held*
$919.1mreported value*
7 new 41 added 27 reduced 13 sold out net sold ≈ $63.5m (-1.7m 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 ≈ $37.17.

Trends to Q3 2023

Institutional holders

Managers reporting a position, each quarter

050100150Q3 22: 99Q4 22: 101Q1 23: 118Q2 23: 103Q3 23: 9898Q3 22Q4 22Q1 23Q2 23Q3 23
Numbers
QuarterHolders
Q3 202299
Q4 2022101
Q1 2023118
Q2 2023103
Q3 202398

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 23Q3 23: 48 bought or addedQ3 23: 40 cut or sold outQ3 23
Numbers
QuarterBought or addedCut or sold out
Q4 20224243
Q1 20236044
Q2 20233962
Q3 20234840

Biggest buyers

JANE STREET GROUP, LLC Added +1,147,786+1.1m
FMR LLC Added +811,101+811.1k
CITADEL ADVISORS LLC New +341,347+341.3k
Sumitomo Mitsui DS Asset Management Company, Ltd Added +263,089+263.1k
OLD MISSION CAPITAL LLC New +146,014+146.0k
FRANKLIN RESOURCES INC Added +134,050+134.1k
Creative Planning Added +80,272+80.3k
BANK OF MONTREAL /CAN/ Added +73,984+74.0k
LEUTHOLD GROUP, LLC Added +63,996+64.0k
Checchi Capital Advisers, LLC Added +57,915+57.9k

Biggest sellers

MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -2,612,663-2.6m
Financial Engines Advisors L.L.C. Reduced -2,157,702-2.2m
MORGAN STANLEY Reduced -56,246-56.2k
UBS Group AG Reduced -33,035-33.0k
Mariner, LLC Reduced -26,448-26.4k
VISTA CAPITAL PARTNERS, INC. Sold out -19,576-19.6k
Allspring Global Investments Holdings, LLC Reduced -16,226-16.2k
Prime Capital Investment Advisors, LLC Sold out -12,023-12.0k
BlackRock Inc. Reduced -9,502-9.5k
BANK OF AMERICA CORP /DE/ Reduced -8,854-8.9k

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, Q3 2023

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Engines Advisors L.L.C. 1.46% of their portfolio SANTA CLARA, CA 14,921,37114.9m $554.6m $554.6m 1.46% Reduced -2.2m -2,157,702
2 JANE STREET GROUP, LLC 0.08% of their portfolio NEW YORK, NY 1,303,5001.3m $48.5m $48.5m 0.08% Added +1.1m +1,147,786
3 FMR LLC 0.00% of their portfolio BOSTON, MA 1,216,3271.2m $45.2m $45.2m 0.00% Added +811.1k +811,101
4 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.02% of their portfolio Toronto, A6 806,924806.9k $30.0m $30.0m 0.02% Reduced -2.6m -2,612,663
5 Checchi Capital Advisers, LLC 2.13% of their portfolio BEVERLY HILLS, CA 618,819618.8k $23.0m $23.0m 2.13% Added +57.9k +57,915
6 Creative Planning 0.03% of their portfolio OVERLAND PARK, KS 519,450519.5k $19.3m $19.3m 0.03% Added +80.3k +80,272
7 BlackRock Inc. 0.00% of their portfolio New York, NY 443,772443.8k $16.5m $16.5m 0.00% Reduced -9.5k -9,502
8 Money Design Co.,Ltd. 0.79% of their portfolio TOKYO, M0 348,138348.1k $12.9m $12.9m 0.79% Added +45.6k +45,584
9 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 341,347341.3k $12.7m $12.7m 0.01% New
10 LEUTHOLD GROUP, LLC 1.67% of their portfolio MINNEAPOLIS, MN 320,079320.1k $11.9m $11.9m 1.67% Added +64.0k +63,996
11 Sumitomo Mitsui DS Asset Management Company, Ltd 0.17% of their portfolio TOKYO, M0 289,889289.9k $10.8m $10.8m 0.17% Added +263.1k +263,089
12 MACKENZIE FINANCIAL CORP 0.02% of their portfolio TORONTO ONTARIO, A6 250,449250.4k $9.2m $9.2m 0.02% Unchanged
13 Inscription Capital, LLC 2.92% of their portfolio HOUSTON, TX 241,074241.1k $9.0m $9.0m 2.92% Added +2.4k +2,433
14 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 208,323208.3k $7.7m $7.7m 0.00% Added +7.5k +7,524
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 188,218188.2k $7.0m $7.0m 0.00% Reduced -56.2k -56,246
16 Cambridge Investment Research Advisors, Inc. 0.03% of their portfolio FAIRFIELD, IA 184,219184.2k $6.8m $6.8m 0.03% Added +9.0k +9,039
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 183,705183.7k $6.8m $6.8m 0.00% Added +3.9k +3,936
18 Allspring Global Investments Holdings, LLC 0.01% of their portfolio CHARLOTTE, NC 178,867178.9k $6.6m $6.6m 0.01% Reduced -16.2k -16,226
19 Family Firm, Inc. 1.53% of their portfolio BETHESDA, MD 146,402146.4k $5.4m $5.4m 1.53% Added +1.2k +1,167
20 OLD MISSION CAPITAL LLC 0.18% of their portfolio CHICAGO, IL 146,014146.0k $5.4m $5.4m 0.18% New
21 FRANKLIN RESOURCES INC 0.00% of their portfolio San Mateo, CA 144,005144.0k $5.4m $5.4m 0.00% Added +134.1k +134,050
22 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 124,292124.3k $4.6m $4.6m 0.00% Added +13.8k +13,811
23 CANADA LIFE ASSURANCE Co 0.01% of their portfolio WINNIPEG, A2 117,430117.4k $4.3m $4.3m 0.01% Reduced -4.1k -4,062
24 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 97,90297.9k $3.6m $3.6m 0.00% Reduced -8.9k -8,854
25 North Ridge Wealth Advisors, Inc. 3.42% of their portfolio BEAVERTON, OR 94,38594.4k $3.5m $3.5m 3.42% Added +4.6k +4,578
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 94,35294.4k $3.5m $3.5m 0.00% Reduced -33.0k -33,035
27 Dunhill Financial, LLC 2.05% of their portfolio LONDON, X0 86,95587.0k $3.2m $3.2m 2.05% Added +8.2k +8,156
28 Topel & Distasi Wealth Management, LLC 1.57% of their portfolio BERKELEY, CA 80,77380.8k $3.0m $3.0m 1.57% Added +3.9k +3,923
29 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 75,88675.9k $2.9m $2.9m 0.00% Added +74.0k +73,984
30 Perella Weinberg Partners Capital Management LP 0.29% of their portfolio NEW YORK, NY 71,55571.6k $2.7m $2.7m 0.29% Added +5.1k +5,060
31 Polaris Wealth Advisory Group, LLC 0.18% of their portfolio SAN RAFAEL, CA 63,92263.9k $2.4m $2.4m 0.18% Reduced -5.7k -5,725
32 Mariner, LLC 0.01% of their portfolio Overland Park, KS 58,93558.9k $2.2m $2.2m 0.01% Reduced -26.4k -26,448
33 HSBC HOLDINGS PLC 0.00% of their portfolio LONDON, X0 56,28156.3k $2.1m $2.1m 0.00% Added +24.2k +24,200
34 AE Wealth Management LLC 0.01% of their portfolio TOPEKA, KS 56,27156.3k $2.1m $2.1m 0.01% Added +4.4k +4,432
35 AlphaQ Advisors LLC 1.80% of their portfolio Winter Park, FL 55,72255.7k $2.1m $2.1m 1.80% Added +12.5k +12,455
36 Euro Pacific Asset Management, LLC 0.41% of their portfolio DORADO, PR 46,94646.9k $1.8m $1.8m 0.41% Added +3.3k +3,287
37 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 44,08544.1k $1.6m $1.6m 0.00% Added +2.3k +2,295
38 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 41,74441.7k $1.6m $1.6m 0.00% Added +7.0k +6,993
39 ONE PLUS ONE WEALTH MANAGEMENT, LLC 0.94% of their portfolio JUPITER, FL 38,98839.0k $1.4m $1.4m 0.94% Added +7.7k +7,724
40 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 32,38432.4k $1.2m $1.2m 0.00% Reduced -6.6k -6,557
41 FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC 0.07% of their portfolio Greenbrae, CA 30,87530.9k $1.1m $1.1m 0.07% Reduced -425 -425
42 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,30529.3k $1.1m $1.1m 0.00% Reduced -1.2k -1,166
43 Empirical Asset Management, LLC 0.71% of their portfolio WELLESLEY, MA 22,06122.1k $820.0k $820.0k 0.71% Added +741 +741
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 19,99020.0k $743.0k $743.0k 0.00% Added +1.9k +1,938
45 Bank Julius Baer & Co. Ltd, Zurich 0.00% of their portfolio ZURICH, V8 18,88918.9k $702.0k $702.0k 0.00% Reduced -3.0k -2,955
46 CW Advisors, LLC 0.01% of their portfolio BOSTON, MA 18,38118.4k $683.3k $683.3k 0.01% Reduced -1.4k -1,389
47 Crossmark Global Holdings, Inc. 0.02% of their portfolio HOUSTON, TX 17,77517.8k $664.0k $664.0k 0.02% Unchanged
48 FIRST FINANCIAL BANK - TRUST DIVISION 0.07% of their portfolio HAMILTON, OH 17,61117.6k $654.6k $654.6k 0.07% Reduced -3.2k -3,194
49 Columbus Macro, LLC 0.27% of their portfolio NEW CASTLE, PA 17,29817.3k $643.0k $643.0k 0.27% Added +184 +184
50 Moors & Cabot, Inc. 0.04% of their portfolio BOSTON, MA 16,56316.6k $615.6k $615.6k 0.04% Reduced -253 -253
51 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 16,04616.0k $596.4k $596.4k 0.00% Reduced -659 -659
52 Bulltick Wealth Management, LLC 0.12% of their portfolio Miami, FL 12,57612.6k $467.4k $467.4k 0.12% Unchanged
53 Upper Left Wealth Management, LLC 0.41% of their portfolio TAMPA, FL 10,47410.5k $389.3k $389.3k 0.41% Added +309 +309
54 Sensible Financial Planning & Management, LLC. 0.09% of their portfolio WALTHAM, MA 10,10010.1k $375.0k $375.0k 0.09% Unchanged
55 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 9,7649.8k $362.9k $362.9k 0.00% New
56 Sovereign Financial Group, Inc. 0.13% of their portfolio STAMFORD, CT 9,5549.6k $355.1k $355.1k 0.13% Added +2.0k +1,951
57 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 9,2979.3k $345.6k $345.6k 0.00% Added +433 +433
58 HARBOUR INVESTMENTS, INC. 0.02% of their portfolio MADISON, WI 9,2659.3k $344.4k $344.4k 0.02% Reduced -2.5k -2,540
59 Strategic Advocates LLC 0.16% of their portfolio SACRAMENTO, CA 9,1209.1k $339.0k $339.0k 0.16% First filing
60 Atria Wealth Solutions, Inc. 0.00% of their portfolio NEW YORK, NY 8,6048.6k $319.8k $319.8k 0.00% Added +230 +230
61 Pure Financial Advisors, LLC 0.01% of their portfolio SAN DIEGO, CA 8,5988.6k $319.6k $319.6k 0.01% Unchanged
62 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 8,0878.1k $300.6k $300.6k 0.00% Added +106 +106
63 COMERICA BANK 0.00% of their portfolio DALLAS, TX 7,7977.8k $289.8k $289.8k 0.00% New
64 Raymond James Financial Services Advisors, Inc. 0.00% of their portfolio ST. PETERSBURG, FL 7,6087.6k $282.8k $282.8k 0.00% Reduced -1.2k -1,240
65 Focus Partners Advisor Solutions, LLC 0.01% of their portfolio SAINT LOUIS, MO 6,8716.9k $255.4k $255.4k 0.01% Reduced -244 -244
66 KEYBANK NATIONAL ASSOCIATION/OH 0.00% of their portfolio BROOKLYN, OH 5,8815.9k $218.6k $218.6k 0.00% Reduced -284 -284
67 SWS Partners 0.08% of their portfolio COLUMBUS, OH 5,5495.5k $206.3k $206.3k 0.08% Unchanged
68 CITIGROUP INC 0.00% of their portfolio NEW YORK, NY 4,8724.9k $181.1k $181.1k 0.00% Added +11 +11
69 Qube Research & Technologies Ltd 0.00% of their portfolio LONDON, X0 4,1724.2k $155.1k $155.1k 0.00% Added +792 +792
70 CLEAR INVESTMENT RESEARCH, LLC 0.13% of their portfolio ALPHARETTA, GA 2,0302.0k $75.5k $75.5k 0.13% Added +128 +128
71 RED LIGHTHOUSE INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio HILLSDALE, NY 1,9752.0k $73.4k $73.4k 0.03% Reduced -4.2k -4,171
72 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 1,6351.6k $60.8k $60.8k 0.00% Reduced -2.4k -2,385
73 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 1,3401.3k $49.2k $49.2k 0.00% Unchanged
74 Sunbelt Securities, Inc. 0.01% of their portfolio HOUSTON, TX 1,3241.3k $49.2k $49.2k 0.01% Reduced -10 -10
75 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 1,2801.3k $47.6k $47.6k 0.00% Unchanged
76 TD Waterhouse Canada Inc. 0.00% of their portfolio TORONTO, A6 1,2741.3k $64.0k $64.0k 0.00% New
77 CWM, LLC 0.00% of their portfolio OMAHA, NE 881881 $33.0k $33.0k 0.00% Reduced -3 -3
78 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 436436 $16.2k $16.2k 0.00% Added +420 +420
79 Covestor Ltd 0.01% of their portfolio LONDON, X0 403403 $15.0k $15.0k 0.01% Added +195 +195
80 Rise Advisors, LLC 0.01% of their portfolio ROCHESTER, NY 202202 $7.5k $7.5k 0.01% Unchanged
81 Parallel Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 186186 $6.9k $6.9k 0.00% Added +94 +94
82 Avior Wealth Management, LLC 0.00% of their portfolio OMAHA, NE 161161 $6.0k $6.0k 0.00% Unchanged
83 Bangor Savings Bank 0.00% of their portfolio BANGOR, ME 150150 $5.6k $5.6k 0.00% Unchanged
84 BARRETT & COMPANY, INC. 0.00% of their portfolio PROVIDENCE, RI 140140 $5.2k $5.2k 0.00% Unchanged
85 Steward Partners Investment Advisory, LLC 0.00% of their portfolio STAMFORD, CT 8080 $3.0k $3.0k 0.00% Unchanged
86 Archer Investment Corp 0.00% of their portfolio Carmel, IN 5858 $2.2k $2.2k 0.00% Unchanged
87 CAMBRIDGE TRUST CO 0.00% of their portfolio BOSTON, MA 4040 $1.5k $1.5k 0.00% Unchanged
88 BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio PARIS, I0 4040 $1.5k $1.5k 0.00% Unchanged
89 Abound Wealth Management 0.00% of their portfolio FRANKLIN, TN 3838 $1.4k $1.4k 0.00% New
90 Faithward Advisors, LLC 0.00% of their portfolio LANCASTER, PA 3131 $1.2k $1.2k 0.00% Unchanged
91 Larson Financial Group LLC 0.00% of their portfolio ST LOUIS, MO 2727 $1.0k $1.0k 0.00% Unchanged
92 OLIVER LAGORE VANVALIN INVESTMENT GROUP 0.00% of their portfolio FLINT, MI 2525 $929 $929 0.00% Unchanged
93 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2323 $855 $855 0.00% New
94 IFP Advisors, Inc 0.00% of their portfolio TAMPA, FL 1212 $446 $446 0.00% Reduced -12 -12
95 Global Retirement Partners, LLC 0.00% of their portfolio San Rafael, CA 1010 $368 $368 0.00% Unchanged
96 HUNTINGTON NATIONAL BANK 0.00% of their portfolio COLUMBUS, OH 77 $260 $260 0.00% Unchanged
97 SOA Wealth Advisors, LLC. 0.00% of their portfolio NEW YORK, NY 44 $149 $149 0.00% Added +1 +1
98 CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio BIRMINGHAM, AL 00 $0 $0 0.00% Unchanged