Vault-13

ISHARES TR IGIB

ISHS 5-10YR INVT · ETP · CUSIP 464288638

711 institutional holders -2 vs Q1 2026
268,527,447268.5m shares reported held*
$14.3bnreported value*
69 new 312 added 207 reduced 71 sold out net bought ≈ $944.0m (+18.5m 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 ($2.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.14. Options: 1 managers hold calls ($223.3k notional), 0 hold puts (—).

Trends to Q2 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: 713Q2 26: 711711Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026711

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 389 bought or addedQ1 26: 242 cut or sold outQ2 26: 381 bought or addedQ2 26: 278 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024294236
Q4 2024323202
Q1 2025297262
Q2 2025309257
Q3 2025373223
Q4 2025354243
Q1 2026389242
Q2 2026381278

Calls vs puts

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

CallsPuts
$0$100k$200k$300kQ3 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 0.00Q2 26 calls: $223.3kQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$0$227.2k—
Q4 2025$0$0—
Q1 2026$239.5k$00.00
Q2 2026$223.3k$00.00

Biggest buyers

Financial Engines Advisors L.L.C. Added +5,634,323+5.6m
ALLSTATE CORP Added +3,928,792+3.9m
MERCER GLOBAL ADVISORS INC /ADV Added +1,765,999+1.8m
GOLDMAN SACHS GROUP INC Added +1,205,699+1.2m
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +1,126,874+1.1m
Roehl & Yi Investment Advisors, LLC New +945,471+945.5k
Focus Partners Wealth Added +838,765+838.8k
NORTHERN TRUST CORP Added +736,341+736.3k
Kestra Advisory Services, LLC Added +622,278+622.3k
TD PRIVATE CLIENT WEALTH LLC Added +527,066+527.1k

Biggest sellers

Legal & General Group Plc Reduced -1,598,313-1.6m
FMR LLC Reduced -1,015,035-1.0m
Gradient Investments LLC Reduced -754,239-754.2k
Mutual Advisors, LLC Reduced -726,620-726.6k
Mitsubishi UFJ Trust & Banking Corp Reduced -593,750-593.8k
PRUDENTIAL PLC Sold out -471,470-471.5k
JANE STREET GROUP, LLC Sold out -431,965-432.0k
BANK OF MONTREAL /CAN/ Reduced -192,939-192.9k
Mittelman Wealth Management Reduced -174,800-174.8k
Sumitomo Mitsui Trust Group, Inc. Reduced -150,000-150.0k

Biggest calls

CITADEL ADVISORS LLC Reduced $223.3k4.2k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Financial Engines Advisors L.L.C. 6.54% of their portfolio SANTA CLARA, CA 69,309,52569.3m $3.7bn $3.7bn 6.54% Added +5.6m +5,634,323
2 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.11% of their portfolio SAN FRANCISCO, CA 15,069,48615.1m $801.2m $801.2m 0.11% Added +1.1m +1,126,874
3 NORTHERN TRUST CORP 0.08% of their portfolio CHICAGO, IL 13,057,36613.1m $694.3m $694.3m 0.08% Added +736.3k +736,341
4 ENVESTNET ASSET MANAGEMENT INC 0.11% of their portfolio Berwyn, PA 8,875,9578.9m $471.9m $471.9m 0.11% Added +509.9k +509,916
5 ALLSTATE CORP 4.38% of their portfolio NORTHBROOK, IL 8,255,5758.3m $438.9m $438.9m 4.38% Added +3.9m +3,928,792
6 ASSETMARK, INC 0.72% of their portfolio CONCORD, CA 7,886,3797.9m $419.3m $419.3m 0.72% Reduced -111.0k -110,995
7 BANK OF AMERICA CORP /DE/ 0.02% of their portfolio CHARLOTTE, NC 6,417,1056.4m $341.2m $341.2m 0.02% Added +175.0k +174,977
8 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 6,315,4146.3m $335.8m $335.8m 0.02% Added +202.6k +202,557
9 One Capital Management, LLC 8.65% of their portfolio WESTLAKE VILLAGE, CA 5,845,7665.8m $311.1m $311.1m 8.65% Unchanged
10 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 5,223,4345.2m $277.7m $277.7m 0.05% Added +195.2k +195,244
11 UBS Group AG 0.03% of their portfolio ZURICH, V8 4,139,5074.1m $220.1m $220.1m 0.03% Added +50.4k +50,446
12 LPL Financial LLC 0.05% of their portfolio FORT MILL, SC 4,086,8404.1m $217.3m $217.3m 0.05% Added +449.6k +449,567
13 Matson Money. Inc. 5.66% of their portfolio MASON, OH 3,824,7773.8m $203.4m $203.4m 5.66% Added +162.0k +161,977
14 AMERIPRISE FINANCIAL INC 0.04% of their portfolio MINNEAPOLIS, MN 3,520,3433.5m $186.9m $186.9m 0.04% Added +24.2k +24,245
15 RAYMOND JAMES FINANCIAL INC 0.05% of their portfolio ST. PETERSBURG, FL 3,467,0063.5m $184.3m $184.3m 0.05% Added +170.3k +170,260
16 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 3,090,5603.1m $164.3m $164.3m 0.03% Added +201.9k +201,903
17 TD PRIVATE CLIENT WEALTH LLC 2.82% of their portfolio NEW YORK, NY 2,883,3372.9m $153.3m $153.3m 2.82% Added +527.1k +527,066
18 GOLDMAN SACHS GROUP INC 0.02% of their portfolio NEW YORK, NY 2,817,0952.8m $149.8m $149.8m 0.02% Added +1.2m +1,205,699
19 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 2,476,2912.5m $131.7m $131.7m 0.13% Added +838.8k +838,765
20 Acropolis Investment Management, LLC 4.71% of their portfolio ST. LOUIS, MO 2,247,7262.2m $119.5m $119.5m 4.71% Added +149.2k +149,158
21 FMR LLC 0.01% of their portfolio BOSTON, MA 2,236,5862.2m $118.9m $118.9m 0.01% Reduced -1.0m -1,015,035
22 Petersen Hastings Wealth Advisors Inc. 9.37% of their portfolio KENNEWICK, WA 2,100,7162.1m $111.7m $111.7m 9.37% Added +132.2k +132,235
23 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 1,989,1342.0m $106.0m $106.0m 0.04% Added +253.1k +253,101
24 FRANKLIN RESOURCES INC 0.02% of their portfolio San Mateo, CA 1,970,7802.0m $104.8m $104.8m 0.02% Added +40.4k +40,388
25 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.55% of their portfolio IRVING, TX 1,879,5241.9m $99.9m $99.9m 0.55% Added +14.1k +14,057
26 PNC Financial Services Group, Inc. 0.05% of their portfolio Pittsburgh, PA 1,860,8221.9m $98.9m $98.9m 0.05% Added +16.6k +16,584
27 GREENWOOD GEARHART LLC 4.51% of their portfolio FAYETTEVILLE, AR 1,822,0541.8m $96.9m $96.9m 4.51% Added +104.4k +104,428
28 MERCER GLOBAL ADVISORS INC /ADV 0.12% of their portfolio DENVER, CO 1,802,7881.8m $95.9m $95.9m 0.12% Added +1.8m +1,765,999
29 BlackRock, Inc. 0.00% of their portfolio New York, NY 1,775,0181.8m $94.4m $94.4m 0.00% Added +22.2k +22,182
30 STIFEL FINANCIAL CORP 0.07% of their portfolio ST. LOUIS, MO 1,678,3251.7m $89.2m $89.2m 0.07% Added +7.6k +7,585
31 HighTower Advisors, LLC 0.08% of their portfolio CHICAGO, IL 1,579,4981.6m $84.0m $84.0m 0.08% Added +113.0k +113,046
32 Haverford Trust Co 0.69% of their portfolio Radnor, PA 1,510,2941.5m $80.3m $80.3m 0.69% Added +43.4k +43,357
33 US BANCORP \DE\ 0.08% of their portfolio MINNEAPOLIS, MN 1,324,3971.3m $70.4m $70.4m 0.08% Added +30.8k +30,794
34 TRUIST FINANCIAL CORP 0.08% of their portfolio CHARLOTTE, NC 1,267,9861.3m $67.4m $67.4m 0.08% Reduced -11.1k -11,098
35 RMG Wealth Management LLC 6.75% of their portfolio PLATTEVILLE, WI 1,253,1291.3m $65.5m $65.5m 6.75% Added +173.2k +173,208
36 KEYBANK NATIONAL ASSOCIATION/OH 0.22% of their portfolio BROOKLYN, OH 1,232,5151.2m $65.5m $65.5m 0.22% Added +28.7k +28,704
37 Dakota Wealth Management 1.25% of their portfolio PALM BEACH GARDENS, FL 1,226,7341.2m $65.2m $65.2m 1.25% Added +131.0k +130,977
38 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.11% of their portfolio PLYMOUTH, MN 1,213,2721.2m $63.9m $63.9m 0.11% Added +140.9k +140,903
39 MAI Capital Management 0.24% of their portfolio INDEPENDENCE, OH 1,196,3291.2m $63.6m $63.6m 0.24% Added +110.6k +110,620
40 Ally Invest Advisors Inc. 3.79% of their portfolio CHARLOTTE, NC 1,181,3311.2m $62.8m $62.8m 3.79% Added +51.8k +51,832
41 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,167,3591.2m $62.1m $62.1m 0.06% Added +49.2k +49,175
42 Horizon Investments, LLC 0.62% of their portfolio Charlotte, NC 1,072,1651.1m $56.5m $56.5m 0.62% Reduced -7.5k -7,501
43 MFA WEALTH ADVISORS, LLC 9.24% of their portfolio PITTSBURGH, PA 1,018,8891.0m $54.2m $54.2m 9.24% Added +131.5k +131,520
44 Roehl & Yi Investment Advisors, LLC 0.31% of their portfolio Eugene, OR 945,471945.5k $945.5k $945.5k 0.31% New
45 Dodds Wealth, LLC 11.05% of their portfolio GREENWOOD VILLAGE, CO 923,932923.9k $49.1m $49.1m 11.05% Added +34.7k +34,714
46 Wealthspire Retirement, LLC 2.47% of their portfolio ALISO VIEJO, CA 846,629846.6k $45.0m $45.0m 2.47% Reduced -16.7k -16,728
47 Flagstone Financial Management 10.03% of their portfolio LINCOLN, NE 843,498843.5k $44.8m $44.8m 10.03% Added +33.8k +33,751
48 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 823,390823.4k $43.8m $43.8m 0.01% Reduced -125.1k -125,057
49 Fiduciary Trust Co 0.45% of their portfolio Boston, MA 779,415779.4k $41.4m $41.4m 0.45% Added +37.9k +37,926
50 Kestra Advisory Services, LLC 0.13% of their portfolio AUSTIN, TX 750,041750.0k $39.9m $39.9m 0.13% Added +622.3k +622,278
51 Mariner, LLC 0.04% of their portfolio Overland Park, KS 745,392745.4k $39.6m $39.6m 0.04% Added +31.5k +31,487
52 Janney Montgomery Scott LLC 0.08% of their portfolio PHILADELPHIA, PA 736,251736.3k $39.1m $39.1m 0.08% Added +4.6k +4,640
53 Scarborough Advisors, LLC 4.23% of their portfolio ANNAPOLIS, MD 694,175694.2k $36.8m $36.8m 4.23% Reduced -9.3k -9,323
54 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 689,410689.4k $36.7m $36.7m 0.05% Reduced -17.9k -17,886
55 STATE FARM MUTUAL AUTOMOBILE INSURANCE CO 0.02% of their portfolio BLOOMINGTON, IL 680,000680.0k $36.2m $36.2m 0.02% Unchanged
56 Thoma Capital Management LLC 19.22% of their portfolio TOWSON, MD 677,770677.8k $36.0m $36.0m 19.22% Added +39.1k +39,119
57 ProVise Management Group, LLC 2.33% of their portfolio CLEARWATER, FL 652,917652.9k $34.7m $34.7m 2.33% Added +30.8k +30,796
58 Legal & General Group Plc 0.01% of their portfolio London, X0 635,860635.9k $33.9m $33.9m 0.01% Reduced -1.6m -1,598,313
59 Madison Asset Management, LLC 0.37% of their portfolio MADISON, WI 584,799584.8k $31.1m $31.1m 0.37% Added +183.9k +183,883
60 OSAIC HOLDINGS, INC. 0.04% of their portfolio SCOTTSDALE, AZ 573,606573.6k $30.5m $30.5m 0.04% Added +154.6k +154,573
61 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 567,423567.4k $30.3m $30.3m 0.00% Added +45.7k +45,654
62 BANK OF MONTREAL /CAN/ 0.01% of their portfolio TORONTO, A6 552,689552.7k $29.4m $29.4m 0.01% Reduced -192.9k -192,939
63 SCHMIDT P J INVESTMENT MANAGEMENT INC 4.43% of their portfolio CEDARBURG, WI 535,661535.7k $28.5m $28.5m 4.43% Added +16.3k +16,324
64 Ameliora Wealth Management Ltd. 8.22% of their portfolio ZURICH, V8 520,969521.0k $27.7m $27.7m 8.22% Added +71.0k +71,007
65 Cerity Partners LLC 0.03% of their portfolio NEW YORK, NY 505,318505.3k $26.9m $26.9m 0.03% Reduced -11.9k -11,884
66 Klaas Financial Asset Advisors, LLC 3.29% of their portfolio LOVES PARK, IL 497,068497.1k $26.4m $26.4m 3.29% Reduced -42.5k -42,457
67 Financial Partners Group, Inc 2.67% of their portfolio Overland Park, KS 495,446495.4k $26.3m $26.3m 2.67% Added +13.4k +13,351
68 NorthCoast Asset Management LLC 0.58% of their portfolio STAMFORD, CT 491,403491.4k $26.1m $26.1m 0.58% Added +198 +198
69 BIRCHBROOK, INC. 12.01% of their portfolio BANGOR, ME 481,354481.4k $25.6m $25.6m 12.01% Added +15.1k +15,077
70 GDS Wealth Management 1.18% of their portfolio FLOWER MOUND, TX 468,142468.1k $24.9m $24.9m 1.18% Added +21.2k +21,173
71 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 467,698467.7k $24.9m $24.9m 0.02% Added +392.4k +392,383
72 SYON CAPITAL LLC 1.06% of their portfolio SAN FRANCISCO, CA 455,375455.4k $24.2m $24.2m 1.06% Reduced -109.3k -109,330
73 ARKANSAS FINANCIAL GROUP, INC. 3.06% of their portfolio LITTLE ROCK, AR 441,461441.5k $23.5m $23.5m 3.06% Reduced -8.2k -8,203
74 Black Diamond Financial, LLC 2.07% of their portfolio TOWSON, MD 441,318441.3k $23.5m $23.5m 2.07% Added +24.1k +24,096
75 CVS HEALTH Corp 10.39% of their portfolio WOONSOCKET, RI 440,000440.0k $23.4m $23.4m 10.39% Added +347.2k +347,250
76 BCK Partners, Inc. 10.85% of their portfolio Corning, NY 423,132423.1k $22.5m $22.5m 10.85% Added +27.2k +27,218
77 HANCOCK WHITNEY CORP 0.37% of their portfolio GULFPORT, MS 423,035423.0k $22.5m $22.5m 0.37% Reduced -11.9k -11,861
78 Avidian Wealth Enterprises, LLC 0.61% of their portfolio Houston, TX 414,219414.2k $22.0m $22.0m 0.61% Added +8.4k +8,426
79 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 401,224401.2k $21.3m $21.3m 0.01% Reduced -38.4k -38,431
80 Cyndeo Wealth Partners, LLC 1.00% of their portfolio ST. PETERSBURG, FL 400,135400.1k $21.3m $21.3m 1.00% Added +15.1k +15,072
81 MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.04% of their portfolio Toronto, A6 395,799395.8k $51.7m $51.7m 0.04% Added +160.4k +160,407
82 BAILARD, INC. 0.43% of their portfolio Foster City, CA 394,985395.0k $21.0m $21.0m 0.43% Reduced -40.2k -40,239
83 Advisors Capital Management, LLC 0.22% of their portfolio RIDGEWOOD, NJ 394,976395.0k $21.0m $21.0m 0.22% Added +26.0k +26,011
84 MML INVESTORS SERVICES, LLC 0.04% of their portfolio SPRINGFIELD, MA 392,521392.5k $20.9m $20.9m 0.04% Added +63.1k +63,128
85 Smith Salley Wealth Management 0.90% of their portfolio GREENSBORO, NC 387,811387.8k $20.6m $20.6m 0.90% Added +202.1k +202,143
86 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 387,314387.3k $20.6m $20.6m 0.02% Added +235.5k +235,493
87 Summit Wealth Group, LLC 4.14% of their portfolio WHITE RIVER JUNCTION, VT 381,429381.4k $20.3m $20.3m 4.14% Added +8.4k +8,398
88 Wealthspire Advisors, LLC 0.11% of their portfolio NEW YORK, NY 373,105373.1k $19.8m $19.8m 0.11% New
89 DT Investment Partners, LLC 1.41% of their portfolio CHADDS FORD, PA 355,081355.1k $18.9m $18.9m 1.41% Added +19.7k +19,714
90 Mitsubishi UFJ Trust & Banking Corp 0.04% of their portfolio TOKYO, M0 348,531348.5k $18.5m $18.5m 0.04% Reduced -593.8k -593,750
91 Chicago Partners Investment Group LLC 0.36% of their portfolio CHICAGO, IL 341,081341.1k $17.8m $17.8m 0.36% Added +40.3k +40,331
92 Legacy Financial Group LLC 1.99% of their portfolio DES MOINES, IA 332,517332.5k $17.7m $17.7m 1.99% Added +11.5k +11,456
93 Roundview Capital LLC 0.93% of their portfolio PRINCETON, NJ 318,405318.4k $16.9m $16.9m 0.93% Reduced -3.7k -3,741
94 DEUTSCHE BANK AG\ 0.00% of their portfolio FRANKFURT AM MAIN, 2M 310,890310.9k $16.5m $16.5m 0.00% Reduced -5.3k -5,275
95 Prosperity Consulting Group, LLC 0.60% of their portfolio OWINGS MILLS, MD 299,448299.4k $15.9m $15.9m 0.60% Reduced -7.1k -7,114
96 Lido Advisors, LLC 0.05% of their portfolio Los Angeles, CA 288,431288.4k $15.3m $15.3m 0.05% Added +1.1k +1,093
97 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 277,106277.1k $14.7m $14.7m 0.02% Reduced -11.1k -11,071
98 Blue Fin Capital, Inc. 2.13% of their portfolio Warren, RI 276,970277.0k $14.7m $14.7m 2.13% Added +20.7k +20,696
99 NewEdge Advisors, LLC 0.04% of their portfolio NEW ORLEANS, LA 276,207276.2k $14.7m $14.7m 0.04% Added +27.4k +27,367
100 RATIONAL ADVISORS, INC. 1.32% of their portfolio San Juan, PR 271,160271.2k $14.4m $14.4m 1.32% New