Vault-13

ISHARES TR IGIB

ISHS 5-10YR INVT · ETP · CUSIP 464288638

693 institutional holders +22 vs Q3 2025
247,689,764247.7m shares reported held*
$13.3bnreported value*
50 new 304 added 190 reduced 53 sold out net bought ≈ $331.3m (+6.1m 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 ($2.7m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.89.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 493Q4 22: 510Q1 23: 507Q2 23: 530Q3 23: 523Q4 23: 558Q1 24: 540Q2 24: 569Q3 24: 591Q4 24: 636Q1 25: 634Q2 25: 657Q3 25: 671Q4 25: 693693Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 2022493
Q4 2022510
Q1 2023507
Q2 2023530
Q3 2023523
Q4 2023558
Q1 2024540
Q2 2024569
Q3 2024591
Q4 2024636
Q1 2025634
Q2 2025657
Q3 2025671
Q4 2025693

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q1 24: 274 bought or addedQ1 24: 233 cut or sold outQ2 24: 302 bought or addedQ2 24: 209 cut or sold outQ2 24Q3 24: 294 bought or addedQ3 24: 236 cut or sold outQ4 24: 323 bought or addedQ4 24: 202 cut or sold outQ4 24Q1 25: 297 bought or addedQ1 25: 262 cut or sold outQ2 25: 309 bought or addedQ2 25: 257 cut or sold outQ2 25Q3 25: 373 bought or addedQ3 25: 223 cut or sold outQ4 25: 354 bought or addedQ4 25: 243 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024274233
Q2 2024302209
Q3 2024294236
Q4 2024323202
Q1 2025297262
Q2 2025309257
Q3 2025373223
Q4 2025354243

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$1m$2m$3m$4mQ1 25 calls: $1.2mQ1 25 puts: $309.3kQ1 25P/C 0.25Q2 25 calls: $3.7mQ2 25 puts: $0Q2 25P/C 0.00Q3 25 calls: $0Q3 25 puts: $227.2kQ3 25P/C —Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$1.2m$309.3k0.25
Q2 2025$3.7m$00.00
Q3 2025$0$227.2k—
Q4 2025$0$0—

Biggest buyers

Legal & General Group Plc Added +4,029,704+4.0m
Financial Engines Advisors L.L.C. Added +3,251,521+3.3m
LPL Financial LLC Added +842,977+843.0k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +814,487+814.5k
NORTHERN TRUST CORP Added +682,878+682.9k
CWM, LLC Added +632,051+632.1k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +615,719+615.7k
MORGAN STANLEY Added +605,490+605.5k
BANK OF AMERICA CORP /DE/ Added +587,587+587.6k
Focus Partners Wealth Added +587,250+587.2k

Biggest sellers

BlackRock, Inc. Reduced -3,936,937-3.9m
PRUDENTIAL PLC Reduced -3,875,810-3.9m
ENVESTNET ASSET MANAGEMENT INC Reduced -1,440,556-1.4m
NorthCoast Asset Management LLC Reduced -770,059-770.1k
ALLSTATE CORP Reduced -505,316-505.3k
GOLDMAN SACHS GROUP INC Reduced -429,012-429.0k
Sumitomo Mitsui Trust Group, Inc. Reduced -322,000-322.0k
OSAIC HOLDINGS, INC. Reduced -316,831-316.8k
Phoenix Financial Ltd. Reduced -242,311-242.3k
ROYAL BANK OF CANADA Reduced -230,148-230.1k

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Engines Advisors L.L.C. 6.45% of their portfolio SANTA CLARA, CA 63,169,96763.2m $3.4bn $3.4bn 6.45% Added +3.3m +3,251,521
2 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.10% of their portfolio SAN FRANCISCO, CA 12,337,46312.3m $664.7m $664.7m 0.10% Added +615.7k +615,719
3 NORTHERN TRUST CORP 0.08% of their portfolio CHICAGO, IL 11,610,35811.6m $625.6m $625.6m 0.08% Added +682.9k +682,878
4 ASSETMARK, INC 0.81% of their portfolio CONCORD, CA 7,394,1697.4m $398.4m $398.4m 0.81% Added +426.7k +426,674
5 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 6,210,4056.2m $334.6m $334.6m 0.02% Added +605.5k +605,490
6 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 6,173,3776.2m $332.6m $332.6m 0.02% Added +587.6k +587,587
7 ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio Berwyn, PA 6,118,9066.1m $329.7m $329.7m 0.10% Reduced -1.4m -1,440,556
8 PRUDENTIAL PLC 2.32% of their portfolio LONDON, X0 5,369,6425.4m $289.3m $289.3m 2.32% Reduced -3.9m -3,875,810
9 One Capital Management, LLC 8.61% of their portfolio WESTLAKE VILLAGE, CA 5,293,2495.3m $285.2m $285.2m 8.61% Added +285.0k +284,959
10 Legal & General Group Plc 0.06% of their portfolio London, X0 5,002,4805.0m $270.2m $270.2m 0.06% Added +4.0m +4,029,704
11 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 4,931,6094.9m $265.7m $265.7m 0.05% Added +503.4k +503,383
12 AMERIPRISE FINANCIAL INC 0.05% of their portfolio MINNEAPOLIS, MN 3,929,1203.9m $211.7m $211.7m 0.05% Added +184.1k +184,095
13 UBS Group AG 0.04% of their portfolio ZURICH, V8 3,909,3293.9m $210.6m $210.6m 0.04% Added +129.1k +129,061
14 FMR LLC 0.01% of their portfolio BOSTON, MA 3,583,8753.6m $193.1m $193.1m 0.01% Reduced -13.0k -13,012
15 Matson Money. Inc. 5.89% of their portfolio MASON, OH 3,457,8173.5m $186.3m $186.3m 5.89% Added +130.2k +130,214
16 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 3,163,4393.2m $170.4m $170.4m 0.05% Added +843.0k +842,977
17 ALLSTATE CORP 2.30% of their portfolio NORTHBROOK, IL 3,127,1843.1m $168.5m $168.5m 2.30% Reduced -505.3k -505,316
18 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 3,115,9493.1m $167.9m $167.9m 0.05% Added +215.0k +215,003
19 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 2,918,3912.9m $157.2m $157.2m 0.03% Reduced -230.1k -230,148
20 TD PRIVATE CLIENT WEALTH LLC 2.38% of their portfolio NEW YORK, NY 2,073,8922.1m $111.7m $111.7m 2.38% Added +297.4k +297,436
21 Acropolis Investment Management, LLC 4.99% of their portfolio ST. LOUIS, MO 2,059,1522.1m $110.9m $110.9m 4.99% Added +92.2k +92,227
22 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,012,9532.0m $108.5m $108.5m 0.00% Reduced -3.9m -3,936,937
23 Petersen Hastings Wealth Advisors Inc. 9.77% of their portfolio KENNEWICK, WA 1,889,0731.9m $101.8m $101.8m 9.77% First filing
24 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.61% of their portfolio IRVING, TX 1,885,5041.9m $101.6m $101.6m 0.61% Reduced -66.5k -66,452
25 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 1,861,7681.9m $100.3m $100.3m 0.02% Added +58.0k +58,024
26 PNC Financial Services Group, Inc. 0.05% of their portfolio Pittsburgh, PA 1,808,7681.8m $97.5m $97.5m 0.05% Reduced -77.5k -77,466
27 Klaas Financial Asset Advisors, LLC 13.13% of their portfolio LOVES PARK, IL 1,680,2451.7m $90.5m $90.5m 13.13% Added +68.0k +67,993
28 GREENWOOD GEARHART LLC 4.77% of their portfolio FAYETTEVILLE, AR 1,609,7381.6m $86.7m $86.7m 4.77% Added +128.4k +128,387
29 STIFEL FINANCIAL CORP 0.08% of their portfolio ST. LOUIS, MO 1,558,3791.6m $84.0m $84.0m 0.08% Added +33.7k +33,694
30 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,537,0621.5m $82.8m $82.8m 0.01% Reduced -429.0k -429,012
31 Charter Oak Capital Management, LLC 6.28% of their portfolio PORTSMOUTH, NH 1,527,9561.5m $82.3m $82.3m 6.28% Added +100.2k +100,214
32 Haverford Trust Co 0.66% of their portfolio Radnor, PA 1,372,8901.4m $74.0m $74.0m 0.66% Added +71.4k +71,391
33 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.06% of their portfolio Toronto, A6 1,353,1441.4m $72.9m $72.9m 0.06% Added +9.2k +9,172
34 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 1,352,1301.4m $73.0m $73.0m 0.10% Added +814.5k +814,487
35 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 1,343,8521.3m $72.4m $72.4m 0.04% Added +308.8k +308,836
36 US BANCORP \DE\ 0.08% of their portfolio MINNEAPOLIS, MN 1,192,1861.2m $64.2m $64.2m 0.08% Added +25.2k +25,237
37 HighTower Advisors, LLC 0.07% of their portfolio CHICAGO, IL 1,171,9501.2m $63.1m $63.1m 0.07% Reduced -2.3k -2,327
38 KEYBANK NATIONAL ASSOCIATION/OH 0.22% of their portfolio BROOKLYN, OH 1,156,8471.2m $62.3m $62.3m 0.22% Added +54.5k +54,467
39 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 1,094,3461.1m $59.0m $59.0m 0.08% Added +28.0k +28,001
40 Horizon Investments, LLC 0.74% of their portfolio Charlotte, NC 1,080,0001.1m $58.2m $58.2m 0.74% Added +20.9k +20,929
41 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,076,8581.1m $58.0m $58.0m 0.06% Added +218.1k +218,071
42 Ally Invest Advisors Inc. 3.88% of their portfolio CHARLOTTE, NC 1,042,5751.0m $56.2m $56.2m 3.88% Added +37.7k +37,668
43 Dakota Wealth Management 0.97% of their portfolio PALM BEACH GARDENS, FL 1,016,3521.0m $54.8m $54.8m 0.97% Added +33.1k +33,134
44 MAI Capital Management 0.31% of their portfolio INDEPENDENCE, OH 981,677981.7k $52.9m $52.9m 0.31% Added +96.5k +96,503
45 CWM, LLC 0.14% of their portfolio OMAHA, NE 944,617944.6k $50.9m $50.9m 0.14% Added +632.1k +632,051
46 Mutual Advisors, LLC 1.06% of their portfolio OMAHA, NE 914,056914.1k $49.2m $49.2m 1.06% Added +190.3k +190,337
47 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 902,233902.2k $48.6m $48.6m 0.01% Reduced -17.0k -16,962
48 Dodds Wealth, LLC 11.08% of their portfolio GREENWOOD VILLAGE, CO 838,687838.7k $45.2m $45.2m 11.08% Added +13.9k +13,860
49 MFA WEALTH ADVISORS, LLC 9.08% of their portfolio PITTSBURGH, PA 797,304797.3k $43.0m $43.0m 9.08% Added +58.3k +58,315
50 Mitsubishi UFJ Trust & Banking Corp 0.10% of their portfolio TOKYO, M0 785,281785.3k $42.4m $42.4m 0.10% Reduced -16.0k -16,000
51 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 775,677775.7k $41.8m $41.8m 0.10% Added +156.4k +156,370
52 Flagstone Financial Management 10.51% of their portfolio LINCOLN, NE 760,236760.2k $41.0m $41.0m 10.51% Added +19.7k +19,716
53 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 750,256750.3k $40.4m $40.4m 0.07% Added +576.1k +576,061
54 Wealthspire Retirement, LLC 2.41% of their portfolio ALISO VIEJO, CA 736,401736.4k $39.7m $39.7m 2.41% Added +33.6k +33,634
55 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 730,927730.9k $39.4m $39.4m 0.02% Added +18.4k +18,368
56 Fiduciary Trust Co 0.44% of their portfolio Boston, MA 725,376725.4k $39.1m $39.1m 0.44% Added +77.0k +76,987
57 Gradient Investments LLC 0.62% of their portfolio ARDEN HILLS, MN 721,667721.7k $38.9m $38.9m 0.62% Added +29.4k +29,354
58 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.03% of their portfolio BLOOMINGTON, IL 680,000680.0k $36.6m $36.6m 0.03% Unchanged
59 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 645,369645.4k $34.8m $34.8m 0.05% Added +17.8k +17,791
60 Thoma Capital Management LLC 19.39% of their portfolio TOWSON, MD 624,646624.6k $33.7m $33.7m 19.39% Reduced -56.4k -56,408
61 Focus Partners Wealth 0.04% of their portfolio ST LOUIS, MO 621,982622.0k $33.5m $33.5m 0.04% Added +587.2k +587,250
62 ProVise Management Group, LLC 2.33% of their portfolio CLEARWATER, FL 606,403606.4k $32.7m $32.7m 2.33% Added +23.4k +23,382
63 SYON CAPITAL LLC 1.41% of their portfolio SAN FRANCISCO, CA 525,501525.5k $28.3m $28.3m 1.41% Added +12.9k +12,861
64 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 517,315517.3k $27.9m $27.9m 0.04% Added +484.0k +483,973
65 SCHMIDT P J INVESTMENT MANAGEMENT INC 4.51% of their portfolio CEDARBURG, WI 514,172514.2k $27.7m $27.7m 4.51% Reduced -2.8k -2,814
66 Financial Partners Group, Inc 2.98% of their portfolio Overland Park, KS 476,863476.9k $25.8m $25.8m 2.98% Added +14.2k +14,164
67 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 475,638475.6k $25.6m $25.6m 0.00% Reduced -147.3k -147,326
68 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 450,932450.9k $24.3m $24.3m 0.04% Reduced -316.8k -316,831
69 HANCOCK WHITNEY CORP 0.42% of their portfolio GULFPORT, MS 435,986436.0k $23.5m $23.5m 0.42% Reduced -4.2k -4,189
70 BIRCHBROOK, INC. 11.57% of their portfolio BANGOR, ME 430,648430.6k $23.2m $23.2m 11.57% Added +27.6k +27,621
71 GDS Wealth Management 1.44% of their portfolio FLOWER MOUND, TX 428,288428.3k $23.1m $23.1m 1.44% Reduced -14.6k -14,621
72 ARKANSAS FINANCIAL GROUP, INC. 3.18% of their portfolio LITTLE ROCK, AR 409,041409.0k $22.0m $22.0m 3.18% Added +86.0k +85,985
73 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 406,025406.0k $21.9m $21.9m 0.01% Added +36.5k +36,539
74 Black Diamond Financial, LLC 2.27% of their portfolio TOWSON, MD 399,301399.3k $21.5m $21.5m 2.27% Added +20.4k +20,399
75 Avidian Wealth Enterprises, LLC 0.76% of their portfolio Houston, TX 389,932389.9k $21.0m $21.0m 0.76% Added +10.0k +9,997
76 BCK Partners, Inc. 11.21% of their portfolio Corning, NY 384,863384.9k $20.7m $20.7m 11.21% Added +9.5k +9,474
77 Ameliora Wealth Management Ltd. 6.23% of their portfolio ZURICH, V8 379,592379.6k $20.5m $20.5m 6.23% Added +41.8k +41,827
78 Cyndeo Wealth Partners, LLC 1.04% of their portfolio ST. PETERSBURG, FL 358,052358.1k $19.3m $19.3m 1.04% Added +11.1k +11,122
79 Summit Wealth Group, LLC 4.50% of their portfolio WHITE RIVER JUNCTION, VT 357,940357.9k $19.3m $19.3m 4.50% Added +8.7k +8,742
80 PROFFITT & GOODSON INC 2.69% of their portfolio KNOXVILLE, TN 356,634356.6k $19.2m $19.2m 2.69% Added +7.9k +7,923
81 Lido Advisors, LLC 0.08% of their portfolio Los Angeles, CA 352,897352.9k $19.1m $19.1m 0.08% Added +96 +96
82 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 350,105350.1k $18.9m $18.9m 0.05% Added +79.7k +79,703
83 Advisors Capital Management, LLC 0.22% of their portfolio RIDGEWOOD, NJ 340,556340.6k $18.3m $18.3m 0.22% Added +22.2k +22,164
84 DT Investment Partners, LLC 1.46% of their portfolio CHADDS FORD, PA 328,237328.2k $17.7m $17.7m 1.46% Reduced -58.2k -58,206
85 CAPSTONE INVESTMENT ADVISORS, LLC 0.14% of their portfolio NEW YORK, NY 327,501327.5k $17.6m $17.6m 0.14% Added +53.9k +53,900
86 Sigma Planning Corp 0.49% of their portfolio ANN ARBOR, MI 326,676326.7k $17.6m $17.6m 0.49% Added +8.8k +8,767
87 Legacy Financial Group LLC 2.12% of their portfolio DES MOINES, IA 318,629318.6k $17.1m $17.1m 2.12% Reduced -31.7k -31,713
88 Prosperity Consulting Group, LLC 0.76% of their portfolio OWINGS MILLS, MD 312,319312.3k $16.8m $16.8m 0.76% Added +5.5k +5,532
89 Roundview Capital LLC 1.03% of their portfolio PRINCETON, NJ 310,685310.7k $16.7m $16.7m 1.03% Added +20.3k +20,331
90 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 310,445310.4k $16.7m $16.7m 0.01% Unchanged
91 Mariner, LLC 0.02% of their portfolio Overland Park, KS 299,331299.3k $16.1m $16.1m 0.02% Added +4.5k +4,515
92 BAILARD, INC. 0.35% of their portfolio Foster City, CA 294,024294.0k $15.8m $15.8m 0.35% Added +21.2k +21,190
93 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 293,761293.8k $15.8m $15.8m 0.02% Reduced -15.5k -15,460
94 ADAPT WEALTH ADVISORS, LLC 5.28% of their portfolio ATLANTA, GA 284,822284.8k $15.3m $15.3m 5.28% Added +15.4k +15,354
95 Envestnet Portfolio Solutions, Inc. 0.05% of their portfolio BERWYN, PA 279,884279.9k $15.1m $15.1m 0.05% Reduced -99 -99
96 Summit Wealth Partners, LLC 2.65% of their portfolio Orlando, FL 266,020266.0k $14.3m $14.3m 2.65% Added +1.0k +1,041
97 Sumitomo Mitsui Trust Group, Inc. 0.01% of their portfolio CHIYODA-KU, TOKYO, M0 263,000263.0k $14.2m $14.2m 0.01% Reduced -322.0k -322,000
98 BAR HARBOR WEALTH MANAGEMENT 0.82% of their portfolio CONCORD, NH 262,918262.9k $14.2m $14.2m 0.82% Reduced -4.9k -4,942
99 CASTLEARK MANAGEMENT LLC 0.41% of their portfolio CHICAGO, IL 259,994260.0k $14.0m $14.0m 0.41% Unchanged
100 Galvin, Gaustad & Stein, LLC 1.09% of their portfolio Scottsdale, AZ 258,591258.6k $13.9m $13.9m 1.09% Reduced -13.1k -13,054