Vault-13

ISHARES TR IGSB

ISHS 1-5YR INVS · ETP · CUSIP 464288646

954 institutional holders -10 vs Q4 2024
312,677,003312.7m shares reported held*
$16.4bnreported value*
67 new 353 added 363 reduced 72 sold out net bought ≈ $244.0m (+4.4m 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 ($5.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.53.

Trends to Q1 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 875Q4 22: 925Q1 23: 905Q2 23: 883Q3 23: 879Q4 23: 920Q1 24: 892Q2 24: 884Q3 24: 897Q4 24: 964Q1 25: 954954Q3 22Q1 23Q3 23Q1 24Q3 24Q1 25
Numbers
QuarterHolders
Q3 2022875
Q4 2022925
Q1 2023905
Q2 2023883
Q3 2023879
Q4 2023920
Q1 2024892
Q2 2024884
Q3 2024897
Q4 2024964
Q1 2025954

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q2 23: 355 bought or addedQ2 23: 456 cut or sold outQ3 23: 346 bought or addedQ3 23: 451 cut or sold outQ3 23Q4 23: 345 bought or addedQ4 23: 461 cut or sold outQ1 24: 406 bought or addedQ1 24: 413 cut or sold outQ1 24Q2 24: 363 bought or addedQ2 24: 422 cut or sold outQ3 24: 395 bought or addedQ3 24: 376 cut or sold outQ3 24Q4 24: 439 bought or addedQ4 24: 358 cut or sold outQ1 25: 420 bought or addedQ1 25: 435 cut or sold outQ1 25
Numbers
QuarterBought or addedCut or sold out
Q2 2023355456
Q3 2023346451
Q4 2023345461
Q1 2024406413
Q2 2024363422
Q3 2024395376
Q4 2024439358
Q1 2025420435

Biggest buyers

BlackRock, Inc. Added +7,607,066+7.6m
Kestra Investment Management, LLC New +2,069,692+2.1m
Members Trust Co Added +1,316,625+1.3m
Point72 Asset Management, L.P. Added +1,307,000+1.3m
ARCH CAPITAL GROUP LTD. Added +1,272,380+1.3m
BANK OF AMERICA CORP /DE/ Added +1,114,480+1.1m
CAPTRUST FINANCIAL ADVISORS Added +1,043,630+1.0m
ENVESTNET ASSET MANAGEMENT INC Added +1,036,080+1.0m
RENAISSANCE TECHNOLOGIES LLC Added +1,015,700+1.0m
Prime Capital Investment Advisors, LLC Added +575,872+575.9k

Biggest sellers

NYL Investors LLC Reduced -4,786,000-4.8m
FMR LLC Reduced -2,240,219-2.2m
D. E. Shaw & Co., Inc. Reduced -2,131,700-2.1m
SUN LIFE FINANCIAL INC Sold out -1,509,000-1.5m
Focus Partners Wealth Reduced -848,857-848.9k
Legal & General Group Plc Reduced -790,018-790.0k
EASTERN BANK Reduced -747,938-747.9k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -646,110-646.1k
WELLS FARGO & COMPANY/MN Reduced -561,579-561.6k
Money Design Co.,Ltd. Reduced -559,200-559.2k

Holders, Q1 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.17% of their portfolio CHICAGO, IL 22,321,73422.3m $1.2bn $1.2bn 0.17% Added +483.2k +483,249
2 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.21% of their portfolio SAN FRANCISCO, CA 21,310,61721.3m $1.1bn $1.1bn 0.21% Added +132.8k +132,783
3 BlackRock, Inc. 0.02% of their portfolio New York, NY 20,273,36220.3m $1.1bn $1.1bn 0.02% Added +7.6m +7,607,066
4 AMERIPRISE FINANCIAL INC 0.20% of their portfolio MINNEAPOLIS, MN 13,777,62913.8m $729.4m $729.4m 0.20% Added +511.1k +511,064
5 Matson Money. Inc. 25.36% of their portfolio MASON, OH 13,306,33313.3m $696.9m $696.9m 25.36% Reduced -147.2k -147,180
6 Japan Science & Technology Agency 8.38% of their portfolio TOKYO, M0 10,400,00010.4m $544.6m $544.6m 8.38% Unchanged
7 GOLDMAN SACHS GROUP INC 0.08% of their portfolio NEW YORK, NY 8,245,2808.2m $431.8m $431.8m 0.08% Reduced -266.3k -266,334
8 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 8,075,0418.1m $422.9m $422.9m 0.04% Added +1.1m +1,114,480
9 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 7,653,7107.7m $400.8m $400.8m 0.03% Added +111.7k +111,717
10 BARINGS LLC 8.94% of their portfolio CHARLOTTE, NC 6,840,0276.8m $358.2m $358.2m 8.94% Unchanged
11 EP Wealth Advisors, LLC 2.39% of their portfolio TORRANCE, CA 5,712,6985.7m $299.2m $299.2m 2.39% Added +554.6k +554,630
12 ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio Berwyn, PA 5,687,2075.7m $297.8m $297.8m 0.10% Added +1.0m +1,036,080
13 NYL Investors LLC 16.54% of their portfolio NEW YORK, NY 4,923,0534.9m $257.8m $257.8m 16.54% Reduced -4.8m -4,786,000
14 Pure Financial Advisors, LLC 4.99% of their portfolio SAN DIEGO, CA 4,560,5824.6m $238.8m $238.8m 4.99% Added +456.6k +456,632
15 UBS Group AG 0.05% of their portfolio ZURICH, V8 4,530,1664.5m $237.2m $237.2m 0.05% Reduced -325.8k -325,761
16 ALLSTATE CORP 6.39% of their portfolio NORTHBROOK, IL 4,149,3354.1m $217.3m $217.3m 6.39% Added +33.3k +33,279
17 CAPTRUST FINANCIAL ADVISORS 0.52% of their portfolio RALEIGH, NC 3,975,6614.0m $208.2m $208.2m 0.52% Added +1.0m +1,043,630
18 PNC Financial Services Group, Inc. 0.10% of their portfolio Pittsburgh, PA 3,693,5863.7m $193.4m $193.4m 0.10% Reduced -325.7k -325,741
19 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 3,444,1873.4m $180.4m $180.4m 0.04% Reduced -561.6k -561,579
20 COMMONWEALTH EQUITY SERVICES, LLC 0.23% of their portfolio WALTHAM, MA 3,088,5703.1m $161.7m $161.7m 0.23% Added +89.0k +88,970
21 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 3,034,7703.0m $158.9m $158.9m 0.06% Added +321.5k +321,452
22 STIFEL FINANCIAL CORP 0.16% of their portfolio ST. LOUIS, MO 2,894,8852.9m $151.6m $151.6m 0.16% Reduced -400.4k -400,418
23 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,811,6912.8m $147.2m $147.2m 0.01% Reduced -350.9k -350,875
24 Members Trust Co 4.68% of their portfolio TAMPA, FL 2,566,4342.6m $134.4m $134.4m 4.68% Added +1.3m +1,316,625
25 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 2,481,1312.5m $129.9m $129.9m 0.03% Reduced -40.2k -40,212
26 Point72 Asset Management, L.P. 0.36% of their portfolio STAMFORD, CT 2,432,0002.4m $127.4m $127.4m 0.36% Added +1.3m +1,307,000
27 TRUIST FINANCIAL CORP 0.18% of their portfolio CHARLOTTE, NC 2,187,2032.2m $114.5m $114.5m 0.18% Reduced -62.6k -62,570
28 Kestra Investment Management, LLC 1.83% of their portfolio AUSTIN, TX 2,069,6922.1m $106.4m $106.4m 1.83% New
29 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 1,996,7332.0m $104.6m $104.6m 0.04% Added +93.0k +92,987
30 RENAISSANCE TECHNOLOGIES LLC 0.16% of their portfolio NEW YORK, NY 1,979,6002.0m $103.7m $103.7m 0.16% Added +1.0m +1,015,700
31 FLPUTNAM INVESTMENT MANAGEMENT CO 1.87% of their portfolio PORTLAND, ME 1,899,3631.9m $99.5m $99.5m 1.87% Added +75.8k +75,817
32 Busey Bank 3.33% of their portfolio URBANA, IL 1,887,5861.9m $98.9m $98.9m 3.33% Reduced -535.8k -535,800
33 NorthCoast Asset Management LLC 0.48% of their portfolio STAMFORD, CT 1,842,0491.8m $96.5m $96.5m 0.48% Reduced -22.3k -22,323
34 ARCH CAPITAL GROUP LTD. 25.44% of their portfolio PEMBROKE, D0 1,741,7581.7m $91.2m $91.2m 25.44% Added +1.3m +1,272,380
35 Haverford Trust Co 0.91% of their portfolio Radnor, PA 1,730,4611.7m $90.6m $90.6m 0.91% Reduced -268.3k -268,289
36 HighTower Advisors, LLC 0.12% of their portfolio CHICAGO, IL 1,682,2081.7m $88.1m $88.1m 0.12% Added +71.5k +71,481
37 KEYBANK NATIONAL ASSOCIATION/OH 0.34% of their portfolio BROOKLYN, OH 1,610,5241.6m $84.3m $84.3m 0.34% Added +71.8k +71,790
38 Composition Wealth, LLC 1.63% of their portfolio LOS ANGELES, CA 1,548,7781.5m $81.1m $81.1m 1.63% Added +72.7k +72,685
39 Williams Jones Wealth Management, LLC. 1.04% of their portfolio NEW YORK, NY 1,548,6931.5m $81.1m $81.1m 1.04% Added +19.6k +19,600
40 FMR LLC 0.01% of their portfolio BOSTON, MA 1,543,6131.5m $80.8m $80.8m 0.01% Reduced -2.2m -2,240,219
41 Dynasty Wealth Management, LLC 1.33% of their portfolio ST. PETERSBURG, FL 1,518,9961.5m $79.5m $79.5m 1.33% Added +76.9k +76,878
42 Quotient Wealth Partners, LLC 2.46% of their portfolio DALLAS, TX 1,469,9471.5m $77.0m $77.0m 2.46% Added +49.0k +49,021
43 Destination Wealth Management 2.33% of their portfolio Walnut Creek, CA 1,409,4921.4m $73.8m $73.8m 2.33% Added +27.1k +27,128
44 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.54% of their portfolio Stamford, CT 1,293,1281.3m $67.7m $67.7m 0.54% Added +276.3k +276,305
45 ASSETMARK, INC 0.18% of their portfolio CONCORD, CA 1,266,3401.3m $66.3m $66.3m 0.18% Reduced -464.5k -464,549
46 Mariner, LLC 0.11% of their portfolio Overland Park, KS 1,225,3731.2m $64.2m $64.2m 0.11% Reduced -2.6k -2,627
47 MAI Capital Management 0.47% of their portfolio INDEPENDENCE, OH 1,189,7801.2m $62.3m $62.3m 0.47% Added +44.3k +44,275
48 One Capital Management, LLC 2.09% of their portfolio WESTLAKE VILLAGE, CA 1,182,2221.2m $61.9m $61.9m 2.09% Reduced -14.8k -14,780
49 Cetera Investment Advisers 0.12% of their portfolio SCHAUMBURG, IL 1,156,6961.2m $60.6m $60.6m 0.12% Added +325.5k +325,488
50 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.12% of their portfolio PLYMOUTH, MN 1,150,7241.2m $60.3m $60.3m 0.12% Reduced -646.1k -646,110
51 MML INVESTORS SERVICES, LLC 0.20% of their portfolio SPRINGFIELD, MA 1,124,5841.1m $58.9m $58.9m 0.20% Added +100.3k +100,345
52 GREENWOOD GEARHART LLC 4.06% of their portfolio FAYETTEVILLE, AR 1,119,8821.1m $58.6m $58.6m 4.06% Added +80.1k +80,115
53 Clearwater Capital Advisors, LLC 5.48% of their portfolio HOFFMAN ESTATES, IL 1,081,8221.1m $56.7m $56.7m 5.48% Added +10.6k +10,592
54 Parkside Investments, LLC 8.05% of their portfolio DEERFIELD, IL 1,044,0861.0m $54.7m $54.7m 8.05% Added +246.9k +246,938
55 US BANCORP \DE\ 0.07% of their portfolio MINNEAPOLIS, MN 1,042,1871.0m $54.6m $54.6m 0.07% Added +43.0k +43,044
56 D. E. Shaw & Co., Inc. 0.06% of their portfolio New York, NY 984,700984.7k $51.6m $51.6m 0.06% Reduced -2.1m -2,131,700
57 Klaas Financial Asset Advisors, LLC 8.58% of their portfolio LOVES PARK, IL 950,228950.2k $49.8m $49.8m 8.58% Added +4.0k +3,992
58 Fiduciary Trust Co 0.64% of their portfolio Boston, MA 926,852926.9k $48.5m $48.5m 0.64% Reduced -85.7k -85,657
59 STEPHENS INC /AR/ 0.71% of their portfolio LITTLE ROCK, AR 925,220925.2k $48.5m $48.5m 0.71% Reduced -82.0k -82,034
60 Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio CHIYODA-KU, TOKYO, M0 915,800915.8k $48.0m $48.0m 0.03% Added +498.5k +498,500
61 MARYLAND CAPITAL ADVISORS INC. 20.42% of their portfolio CHESTER, MD 883,398883.4k $46.3m $46.3m 20.42% Added +156.4k +156,440
62 SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.83% of their portfolio TOKYO, M0 861,603861.6k $45.1m $45.1m 0.83% Added +32.9k +32,862
63 SEI INVESTMENTS CO 0.06% of their portfolio OAKS, PA 848,027848.0k $44.4m $44.4m 0.06% Reduced -2.3k -2,340
64 PRUDENTIAL FINANCIAL INC 0.06% of their portfolio NEWARK, NJ 830,000830.0k $43.0m $43.0m 0.06% Added +310.0k +310,000
65 Prime Capital Investment Advisors, LLC 0.51% of their portfolio OVERLAND PARK, KS 828,976829.0k $43.4m $43.4m 0.51% Added +575.9k +575,872
66 RITHOLTZ WEALTH MANAGEMENT 1.28% of their portfolio NEW YORK, NY 819,974820.0k $42.9m $42.9m 1.28% Added +187.2k +187,226
67 Arax Advisory Partners 2.68% of their portfolio NEW YORK, NY 797,261797.3k $41.8m $41.8m 2.68% Added +30.3k +30,331
68 CUTLER INVESTMENT COUNSEL LLC 4.83% of their portfolio Jacksonville, OR 767,048767.0k $40.2m $40.2m 4.83% Added +62.0k +61,978
69 Bangor Savings Bank 3.76% of their portfolio BANGOR, ME 760,780760.8k $39.8m $39.8m 3.76% Added +19.2k +19,223
70 Meeder Advisory Services, Inc. 2.36% of their portfolio DUBLIN, OH 749,885749.9k $39.3m $39.3m 2.36% Added +20.8k +20,804
71 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 744,165744.2k $39.0m $39.0m 0.09% Reduced -174.0k -174,007
72 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 742,016742.0k $38.9m $38.9m 0.02% Added +26.1k +26,125
73 Rockefeller Capital Management L.P. 0.09% of their portfolio NEW YORK, NY 723,143723.1k $37.9m $37.9m 0.09% Added +40.8k +40,797
74 ARKANSAS FINANCIAL GROUP, INC. 6.14% of their portfolio LITTLE ROCK, AR 685,607685.6k $35.5m $35.5m 6.14% Reduced -88.3k -88,266
75 Zurich Insurance Group Ltd/FI 0.29% of their portfolio ZURICH, V8 679,581679.6k $35.6m $35.6m 0.29% Unchanged
76 PDS Planning, Inc 2.99% of their portfolio DUBLIN, OH 676,708676.7k $35.4m $35.4m 2.99% Added +13.9k +13,936
77 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 675,488675.5k $35.4m $35.4m 0.10% Added +25.7k +25,718
78 Focus Partners Wealth 0.09% of their portfolio ST LOUIS, MO 672,429672.4k $35.2m $35.2m 0.09% Reduced -848.9k -848,857
79 Money Design Co.,Ltd. 1.75% of their portfolio TOKYO, M0 669,063669.1k $35.0m $35.0m 1.75% Reduced -559.2k -559,200
80 Pathstone Holdings, LLC 0.15% of their portfolio ENGLEWOOD, NJ 657,492657.5k $34.4m $34.4m 0.15% Added +180.3k +180,349
81 Envestnet Portfolio Solutions, Inc. 0.13% of their portfolio BERWYN, PA 651,372651.4k $34.1m $34.1m 0.13% Added +156.2k +156,214
82 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.50% of their portfolio CINCINNATI, OH 650,747650.7k $34.1m $34.1m 0.50% Added +21.6k +21,636
83 Stockman Wealth Management, Inc. 5.03% of their portfolio BILLINGS, MT 648,722648.7k $34.0m $34.0m 5.03% Reduced -278.6k -278,572
84 NewSquare Capital LLC 2.74% of their portfolio NEWTOWN SQUARE, PA 641,761641.8k $33.6m $33.6m 2.74% Added +11.4k +11,367
85 Gradient Investments LLC 0.67% of their portfolio ARDEN HILLS, MN 629,910629.9k $33.0m $33.0m 0.67% Added +246.8k +246,750
86 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.26% of their portfolio IRVING, TX 589,001589.0k $30.8m $30.8m 0.26% Reduced -52.1k -52,148
87 CITADEL ADVISORS LLC 0.03% of their portfolio MIAMI, FL 562,776562.8k $29.5m $29.5m 0.03% Added +353.3k +353,343
88 Procyon Advisors, LLC 1.75% of their portfolio SHELTON, CT 549,088549.1k $28.8m $28.8m 1.75% Reduced -2.4k -2,401
89 TD PRIVATE CLIENT WEALTH LLC 0.79% of their portfolio NEW YORK, NY 546,464546.5k $28.6m $28.6m 0.79% Added +104.1k +104,063
90 DT Investment Partners, LLC 2.70% of their portfolio CHADDS FORD, PA 535,260535.3k $28.0m $28.0m 2.70% Reduced -91.1k -91,057
91 ATWOOD & PALMER INC 1.91% of their portfolio KANSAS CITY, MO 525,487525.5k $27.5m $27.5m 1.91% Added +12.6k +12,649
92 1832 Asset Management L.P. 0.05% of their portfolio TORONTO, A6 521,872521.9k $27.3m $27.3m 0.05% Reduced -4.3k -4,329
93 Dakota Wealth Management 0.63% of their portfolio PALM BEACH GARDENS, FL 514,694514.7k $27.0m $27.0m 0.63% Added +46.4k +46,390
94 Nelson Capital Management, LLC 4.63% of their portfolio MENLO PARK, CA 511,597511.6k $26.8m $26.8m 4.63% Added +52.7k +52,714
95 Chicago Partners Investment Group LLC 0.87% of their portfolio CHICAGO, IL 499,086499.1k $26.1m $26.1m 0.87% Added +28.9k +28,938
96 OneDigital Investment Advisors LLC 0.30% of their portfolio OVERLAND PARK, KS 487,689487.7k $25.5m $25.5m 0.30% Reduced -55.2k -55,220
97 LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 485,499485.5k $25.4m $25.4m 0.04% Added +22.1k +22,073
98 Lutz Financial Services LLC 2.07% of their portfolio OMAHA, NE 483,099483.1k $25.3m $25.3m 2.07% Added +1.2k +1,228
99 Orion Portfolio Solutions, LLC 0.12% of their portfolio Omaha, NE 473,427473.4k $24.6m $24.6m 0.12% Added +234.7k +234,665
100 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 470,015470.0k $24.6m $24.6m 0.00% Added +16.6k +16,644