Vault-13

ISHARES TR IGIB

ISHS 5-10YR INVT · ETP · CUSIP 464288638

713 institutional holders +20 vs Q4 2025
252,117,244252.1m shares reported held*
$13.4bnreported value*
67 new 322 added 196 reduced 46 sold out net bought ≈ $274.9m (+5.2m 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 ($3.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.22. Options: 1 managers hold calls ($239.5k notional), 0 hold puts (—).

Trends to Q1 2026

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: 693Q1 26: 713713Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026713

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 24: 302 bought or addedQ2 24: 209 cut or sold outQ3 24: 294 bought or addedQ3 24: 236 cut or sold outQ3 24Q4 24: 323 bought or addedQ4 24: 202 cut or sold outQ1 25: 297 bought or addedQ1 25: 262 cut or sold outQ1 25Q2 25: 309 bought or addedQ2 25: 257 cut or sold outQ3 25: 373 bought or addedQ3 25: 223 cut or sold outQ3 25Q4 25: 354 bought or addedQ4 25: 243 cut or sold outQ1 26: 389 bought or addedQ1 26: 242 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024302209
Q3 2024294236
Q4 2024323202
Q1 2025297262
Q2 2025309257
Q3 2025373223
Q4 2025354243
Q1 2026389242

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ2 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 —Q1 26 calls: $239.5kQ1 26 puts: $0Q1 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q2 2025$3.7m$00.00
Q3 2025$0$227.2k—
Q4 2025$0$0—
Q1 2026$239.5k$00.00

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +2,247,135+2.2m
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +1,605,149+1.6m
ALLSTATE CORP Added +1,199,599+1.2m
RMG Wealth Management LLC New +1,079,921+1.1m
Focus Partners Wealth Added +1,015,544+1.0m
NORTHERN TRUST CORP Added +710,667+710.7k
Scarborough Advisors, LLC New +703,498+703.5k
ASSETMARK, INC Added +603,205+603.2k
One Capital Management, LLC Added +552,517+552.5k
Financial Engines Advisors L.L.C. Added +505,235+505.2k

Biggest sellers

PRUDENTIAL PLC Reduced -4,898,172-4.9m
Legal & General Group Plc Reduced -2,768,307-2.8m
Klaas Financial Asset Advisors, LLC Reduced -1,140,720-1.1m
MANUFACTURERS LIFE INSURANCE COMPANY, THE Reduced -1,117,752-1.1m
Rockefeller Capital Management L.P. Reduced -509,301-509.3k
AMERIPRISE FINANCIAL INC Reduced -433,022-433.0k
FMR LLC Reduced -332,254-332.3k
CAPSTONE INVESTMENT ADVISORS, LLC Sold out -327,501-327.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -279,761-279.8k
BlackRock, Inc. Reduced -260,117-260.1k

Biggest calls

CITADEL ADVISORS LLC New $239.5k4.5k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Engines Advisors L.L.C. 6.88% of their portfolio SANTA CLARA, CA 63,675,20263.7m $3.4bn $3.4bn 6.88% Added +505.2k +505,235
2 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.11% of their portfolio SAN FRANCISCO, CA 13,942,61213.9m $742.0m $742.0m 0.11% Added +1.6m +1,605,149
3 NORTHERN TRUST CORP 0.09% of their portfolio CHICAGO, IL 12,321,02512.3m $655.7m $655.7m 0.09% Added +710.7k +710,667
4 ENVESTNET ASSET MANAGEMENT INC 0.12% of their portfolio Berwyn, PA 8,366,0418.4m $445.2m $445.2m 0.12% Added +2.2m +2,247,135
5 ASSETMARK, INC 0.87% of their portfolio CONCORD, CA 7,997,3748.0m $425.6m $425.6m 0.87% Added +603.2k +603,205
6 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 6,242,1286.2m $332.2m $332.2m 0.02% Added +68.8k +68,751
7 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 6,112,8576.1m $325.3m $325.3m 0.02% Reduced -97.5k -97,548
8 One Capital Management, LLC 8.53% of their portfolio WESTLAKE VILLAGE, CA 5,845,7665.8m $311.1m $311.1m 8.53% Added +552.5k +552,517
9 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 5,028,1905.0m $267.6m $267.6m 0.05% Added +96.6k +96,581
10 ALLSTATE CORP 2.46% of their portfolio NORTHBROOK, IL 4,326,7834.3m $230.3m $230.3m 2.46% Added +1.2m +1,199,599
11 UBS Group AG 0.04% of their portfolio ZURICH, V8 4,089,0614.1m $217.6m $217.6m 0.04% Added +179.7k +179,732
12 Matson Money. Inc. 5.97% of their portfolio MASON, OH 3,662,8003.7m $194.7m $194.7m 5.97% Added +205.0k +204,983
13 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 3,637,2733.6m $193.6m $193.6m 0.05% Added +473.8k +473,834
14 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 3,496,0983.5m $185.7m $185.7m 0.04% Reduced -433.0k -433,022
15 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 3,296,7463.3m $175.4m $175.4m 0.05% Added +180.8k +180,797
16 FMR LLC 0.01% of their portfolio BOSTON, MA 3,251,6213.3m $173.1m $173.1m 0.01% Reduced -332.3k -332,254
17 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 2,888,6572.9m $153.7m $153.7m 0.03% Reduced -29.7k -29,734
18 TD PRIVATE CLIENT WEALTH LLC 2.60% of their portfolio NEW YORK, NY 2,356,2712.4m $125.4m $125.4m 2.60% Added +282.4k +282,379
19 Legal & General Group Plc 0.03% of their portfolio London, X0 2,234,1732.2m $118.3m $118.3m 0.03% Reduced -2.8m -2,768,307
20 Acropolis Investment Management, LLC 4.94% of their portfolio ST. LOUIS, MO 2,098,5682.1m $111.7m $111.7m 4.94% Added +39.4k +39,416
21 Petersen Hastings Wealth Advisors Inc. 9.60% of their portfolio KENNEWICK, WA 1,968,4812.0m $104.8m $104.8m 9.60% Added +79.4k +79,408
22 FRANKLIN RESOURCES INC 0.03% of their portfolio San Mateo, CA 1,930,3921.9m $102.7m $102.7m 0.03% Added +68.6k +68,624
23 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.61% of their portfolio IRVING, TX 1,865,4671.9m $99.1m $99.1m 0.61% Reduced -20.0k -20,037
24 PNC Financial Services Group, Inc. 0.06% of their portfolio Pittsburgh, PA 1,844,2381.8m $98.2m $98.2m 0.06% Added +35.5k +35,470
25 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,752,8361.8m $93.3m $93.3m 0.00% Reduced -260.1k -260,117
26 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 1,736,0331.7m $91.4m $91.4m 0.04% Added +392.2k +392,181
27 GREENWOOD GEARHART LLC 4.94% of their portfolio FAYETTEVILLE, AR 1,717,6261.7m $91.4m $91.4m 4.94% Added +107.9k +107,888
28 STIFEL FINANCIAL CORP 0.08% of their portfolio ST. LOUIS, MO 1,670,7401.7m $88.9m $88.9m 0.08% Added +112.4k +112,361
29 Focus Partners Wealth 0.10% of their portfolio ST LOUIS, MO 1,637,5261.6m $87.4m $87.4m 0.10% Added +1.0m +1,015,544
30 GOLDMAN SACHS GROUP INC 0.01% of their portfolio NEW YORK, NY 1,611,3961.6m $85.8m $85.8m 0.01% Added +74.3k +74,334
31 Charter Oak Capital Management, LLC 6.60% of their portfolio PORTSMOUTH, NH 1,599,8511.6m $85.1m $85.1m 6.60% Added +71.9k +71,895
32 Haverford Trust Co 0.72% of their portfolio Radnor, PA 1,466,9371.5m $78.1m $78.1m 0.72% Added +94.0k +94,047
33 HighTower Advisors, LLC 0.08% of their portfolio CHICAGO, IL 1,466,4521.5m $78.0m $78.0m 0.08% Added +294.5k +294,502
34 US BANCORP \DE\ 0.08% of their portfolio MINNEAPOLIS, MN 1,293,6031.3m $68.8m $68.8m 0.08% Added +101.4k +101,417
35 TRUIST FINANCIAL CORP 0.09% of their portfolio CHARLOTTE, NC 1,279,0841.3m $68.1m $68.1m 0.09% Added +184.7k +184,738
36 KEYBANK NATIONAL ASSOCIATION/OH 0.23% of their portfolio BROOKLYN, OH 1,203,8111.2m $64.1m $64.1m 0.23% Added +47.0k +46,964
37 Ally Invest Advisors Inc. 4.05% of their portfolio CHARLOTTE, NC 1,129,4991.1m $60.1m $60.1m 4.05% Added +86.9k +86,924
38 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,118,1841.1m $59.5m $59.5m 0.06% Added +41.3k +41,326
39 Dakota Wealth Management 1.26% of their portfolio PALM BEACH GARDENS, FL 1,095,7571.1m $58.3m $58.3m 1.26% Added +79.4k +79,405
40 MAI Capital Management 0.33% of their portfolio INDEPENDENCE, OH 1,085,7091.1m $57.8m $57.8m 0.33% Added +104.0k +104,032
41 RMG Wealth Management LLC 6.63% of their portfolio PLATTEVILLE, WI 1,079,9211.1m $57.5m $57.5m 6.63% New
42 Horizon Investments, LLC 0.64% of their portfolio Charlotte, NC 1,079,6661.1m $57.0m $57.0m 0.64% Reduced -334 -334
43 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.13% of their portfolio PLYMOUTH, MN 1,072,3691.1m $57.0m $57.0m 0.13% Reduced -279.8k -279,761
44 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 948,447948.4k $50.5m $50.5m 0.01% Added +46.2k +46,214
45 Mitsubishi UFJ Trust & Banking Corp 0.12% of their portfolio TOKYO, M0 942,281942.3k $50.1m $50.1m 0.12% Added +157.0k +157,000
46 Dodds Wealth, LLC 11.62% of their portfolio GREENWOOD VILLAGE, CO 889,218889.2k $47.3m $47.3m 11.62% Added +50.5k +50,531
47 Mutual Advisors, LLC 1.01% of their portfolio OMAHA, NE 888,676888.7k $47.3m $47.3m 1.01% Reduced -25.4k -25,380
48 MFA WEALTH ADVISORS, LLC 9.29% of their portfolio PITTSBURGH, PA 887,369887.4k $47.2m $47.2m 9.29% Added +90.1k +90,065
49 CWM, LLC 0.12% of their portfolio OMAHA, NE 874,951875.0k $46.6m $46.6m 0.12% Reduced -69.7k -69,666
50 Wealthspire Retirement, LLC 2.76% of their portfolio ALISO VIEJO, CA 863,357863.4k $45.9m $45.9m 2.76% Added +127.0k +126,956
51 Flagstone Financial Management 10.70% of their portfolio LINCOLN, NE 809,747809.7k $43.1m $43.1m 10.70% Added +49.5k +49,511
52 Gradient Investments LLC 0.63% of their portfolio ARDEN HILLS, MN 758,240758.2k $40.4m $40.4m 0.63% Added +36.6k +36,573
53 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 745,628745.6k $39.7m $39.7m 0.02% Added +14.7k +14,701
54 Fiduciary Trust Co 0.47% of their portfolio Boston, MA 741,489741.5k $39.5m $39.5m 0.47% Added +16.1k +16,113
55 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 731,611731.6k $38.9m $38.9m 0.10% Reduced -44.1k -44,066
56 Mariner, LLC 0.04% of their portfolio Overland Park, KS 713,905713.9k $38.0m $38.0m 0.04% Added +414.6k +414,574
57 Baird Financial Group, Inc. 0.06% of their portfolio MILWAUKEE, WI 707,296707.3k $37.6m $37.6m 0.06% Added +61.9k +61,927
58 Scarborough Advisors, LLC 4.10% of their portfolio ANNAPOLIS, MD 703,498703.5k $37.4m $37.4m 4.10% New
59 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.03% of their portfolio BLOOMINGTON, IL 680,000680.0k $36.2m $36.2m 0.03% Unchanged
60 Thoma Capital Management LLC 20.10% of their portfolio TOWSON, MD 638,651638.7k $34.0m $34.0m 20.10% Added +14.0k +14,005
61 ProVise Management Group, LLC 2.38% of their portfolio CLEARWATER, FL 622,121622.1k $33.1m $33.1m 2.38% Added +15.7k +15,718
62 SYON CAPITAL LLC 1.51% of their portfolio SAN FRANCISCO, CA 564,705564.7k $30.1m $30.1m 1.51% Added +39.2k +39,204
63 Klaas Financial Asset Advisors, LLC 3.96% of their portfolio LOVES PARK, IL 539,525539.5k $28.7m $28.7m 3.96% Reduced -1.1m -1,140,720
64 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 521,769521.8k $27.6m $27.6m 0.00% Added +46.1k +46,131
65 SCHMIDT P J INVESTMENT MANAGEMENT INC 4.65% of their portfolio CEDARBURG, WI 519,337519.3k $27.6m $27.6m 4.65% Added +5.2k +5,165
66 Cerity Partners LLC 0.04% of their portfolio NEW YORK, NY 517,202517.2k $27.5m $27.5m 0.04% Reduced -113 -113
67 NorthCoast Asset Management LLC 0.61% of their portfolio STAMFORD, CT 491,205491.2k $26.1m $26.1m 0.61% Added +320.8k +320,763
68 Financial Partners Group, Inc 3.07% of their portfolio Overland Park, KS 482,095482.1k $25.7m $25.7m 3.07% Added +5.2k +5,232
69 PRUDENTIAL PLC 0.19% of their portfolio LONDON, X0 471,470471.5k $25.1m $25.1m 0.19% Reduced -4.9m -4,898,172
70 BIRCHBROOK, INC. 12.17% of their portfolio BANGOR, ME 466,277466.3k $24.8m $24.8m 12.17% Added +35.6k +35,629
71 Ameliora Wealth Management Ltd. 7.63% of their portfolio ZURICH, V8 449,962450.0k $23.9m $23.9m 7.63% Added +70.4k +70,370
72 ARKANSAS FINANCIAL GROUP, INC. 3.35% of their portfolio LITTLE ROCK, AR 449,664449.7k $24.0m $24.0m 3.35% Added +40.6k +40,623
73 GDS Wealth Management 1.43% of their portfolio FLOWER MOUND, TX 446,969447.0k $23.8m $23.8m 1.43% Added +18.7k +18,681
74 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 439,655439.7k $23.4m $23.4m 0.01% Added +33.6k +33,630
75 BAILARD, INC. 0.53% of their portfolio Foster City, CA 435,224435.2k $23.2m $23.2m 0.53% Added +141.2k +141,200
76 HANCOCK WHITNEY CORP 0.40% of their portfolio GULFPORT, MS 434,896434.9k $23.2m $23.2m 0.40% Reduced -1.1k -1,090
77 JANE STREET GROUP, LLC 0.02% of their portfolio NEW YORK, NY 431,965432.0k $23.0m $23.0m 0.02% New
78 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 419,033419.0k $22.3m $22.3m 0.03% Reduced -31.9k -31,899
79 Black Diamond Financial, LLC 2.42% of their portfolio TOWSON, MD 417,222417.2k $22.2m $22.2m 2.42% Added +17.9k +17,921
80 Avidian Wealth Enterprises, LLC 0.68% of their portfolio Houston, TX 405,793405.8k $21.6m $21.6m 0.68% Added +15.9k +15,861
81 Madison Asset Management, LLC 0.26% of their portfolio MADISON, WI 400,916400.9k $21.3m $21.3m 0.26% Added +155.0k +154,955
82 BCK Partners, Inc. 11.38% of their portfolio Corning, NY 395,914395.9k $21.1m $21.1m 11.38% Added +11.1k +11,051
83 Cyndeo Wealth Partners, LLC 1.08% of their portfolio ST. PETERSBURG, FL 385,063385.1k $20.5m $20.5m 1.08% Added +27.0k +27,011
84 Summit Wealth Group, LLC 4.56% of their portfolio WHITE RIVER JUNCTION, VT 373,031373.0k $19.9m $19.9m 4.56% Added +15.1k +15,091
85 Advisors Capital Management, LLC 0.23% of their portfolio RIDGEWOOD, NJ 368,965369.0k $19.6m $19.6m 0.23% Added +28.4k +28,409
86 DT Investment Partners, LLC 1.49% of their portfolio CHADDS FORD, PA 335,367335.4k $17.8m $17.8m 1.49% Added +7.1k +7,130
87 MML INVESTORS SERVICES, LLC 0.05% of their portfolio SPRINGFIELD, MA 329,393329.4k $17.5m $17.5m 0.05% Reduced -20.7k -20,712
88 Roundview Capital LLC 1.07% of their portfolio PRINCETON, NJ 322,146322.1k $17.1m $17.1m 1.07% Added +11.5k +11,461
89 Legacy Financial Group LLC 2.15% of their portfolio DES MOINES, IA 321,061321.1k $17.1m $17.1m 2.15% Added +2.4k +2,432
90 DEUTSCHE BANK AG\ 0.01% of their portfolio FRANKFURT AM MAIN, 2M 316,165316.2k $16.8m $16.8m 0.01% Added +5.7k +5,720
91 Prosperity Consulting Group, LLC 0.73% of their portfolio OWINGS MILLS, MD 306,562306.6k $16.3m $16.3m 0.73% Reduced -5.8k -5,757
92 PROFFITT & GOODSON INC 2.51% of their portfolio KNOXVILLE, TN 306,302306.3k $16.3m $16.3m 2.51% Reduced -50.3k -50,332
93 Chicago Partners Investment Group LLC 0.36% of their portfolio CHICAGO, IL 300,750300.8k $16.1m $16.1m 0.36% Added +58.3k +58,258
94 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 288,177288.2k $15.3m $15.3m 0.02% Reduced -5.6k -5,584
95 Lido Advisors, LLC 0.06% of their portfolio Los Angeles, CA 287,338287.3k $15.3m $15.3m 0.06% Reduced -65.6k -65,559
96 Summit Wealth Partners, LLC 2.29% of their portfolio Orlando, FL 272,320272.3k $14.5m $14.5m 2.29% Added +6.3k +6,300
97 D.A. DAVIDSON & CO. 0.08% of their portfolio GREAT FALLS, MT 262,174262.2k $14.0m $14.0m 0.08% Added +5.1k +5,123
98 BAR HARBOR WEALTH MANAGEMENT 0.81% of their portfolio CONCORD, NH 261,475261.5k $13.9m $13.9m 0.81% Reduced -1.4k -1,443
99 CASTLEARK MANAGEMENT LLC 0.46% of their portfolio CHICAGO, IL 259,994260.0k $13.8m $13.8m 0.46% Unchanged
100 World Investment Advisors 0.22% of their portfolio LINCROFT, NJ 258,717258.7k $13.8m $13.8m 0.22% Added +24.1k +24,136