Vault-13

ISHARES TR IGSB

ISHS 1-5YR INVS · ETP · CUSIP 464288646

953 institutional holders -1 vs Q1 2025
314,817,985314.8m shares reported held*
$16.7bnreported value*
62 new 367 added 352 reduced 65 sold out net bought ≈ $114.6m (+2.2m 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 ($5.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.91.

Trends to Q2 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: 954Q2 25: 953953Q3 22Q2 23Q1 24Q4 24Q2 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
Q2 2025953

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q3 23: 346 bought or addedQ3 23: 451 cut or sold outQ4 23: 345 bought or addedQ4 23: 461 cut or sold outQ4 23Q1 24: 406 bought or addedQ1 24: 413 cut or sold outQ2 24: 363 bought or addedQ2 24: 422 cut or sold outQ2 24Q3 24: 395 bought or addedQ3 24: 376 cut or sold outQ4 24: 439 bought or addedQ4 24: 358 cut or sold outQ4 24Q1 25: 420 bought or addedQ1 25: 435 cut or sold outQ2 25: 429 bought or addedQ2 25: 417 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023346451
Q4 2023345461
Q1 2024406413
Q2 2024363422
Q3 2024395376
Q4 2024439358
Q1 2025420435
Q2 2025429417

Biggest buyers

FMR LLC Added +6,567,469+6.6m
SONA ASSET MANAGEMENT (US) LLC New +2,535,000+2.5m
EP Wealth Advisors, LLC Added +2,040,104+2.0m
D. E. Shaw & Co., Inc. Added +1,797,100+1.8m
ROYAL BANK OF CANADA Added +1,409,171+1.4m
NORTHERN TRUST CORP Added +771,040+771.0k
ALLSTATE CORP Added +718,341+718.3k
Money Design Co.,Ltd. Added +597,669+597.7k
BANK OF AMERICA CORP /DE/ Added +557,852+557.9k
MEMBERS CAPITAL ADVISORS INC New +480,000+480.0k

Biggest sellers

BlackRock, Inc. Reduced -5,566,345-5.6m
NYL Investors LLC Reduced -4,872,752-4.9m
ARCH CAPITAL GROUP LTD. Reduced -1,272,380-1.3m
AMERIPRISE FINANCIAL INC Reduced -879,624-879.6k
RENAISSANCE TECHNOLOGIES LLC Reduced -859,500-859.5k
SEI INVESTMENTS CO Sold out -848,027-848.0k
Japan Science & Technology Agency Reduced -630,000-630.0k
CITADEL ADVISORS LLC Sold out -562,776-562.8k
GOLDMAN SACHS GROUP INC Reduced -557,958-558.0k
PRUDENTIAL FINANCIAL INC Reduced -435,000-435.0k

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.17% of their portfolio CHICAGO, IL 23,092,77423.1m $1.2bn $1.2bn 0.17% Added +771.0k +771,040
2 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.19% of their portfolio SAN FRANCISCO, CA 21,142,04021.1m $1.1bn $1.1bn 0.19% Reduced -168.6k -168,577
3 BlackRock, Inc. 0.01% of their portfolio New York, NY 14,707,01714.7m $775.9m $775.9m 0.01% Reduced -5.6m -5,566,345
4 Matson Money. Inc. 24.29% of their portfolio MASON, OH 13,287,18213.3m $701.0m $701.0m 24.29% Reduced -19.2k -19,151
5 AMERIPRISE FINANCIAL INC 0.17% of their portfolio MINNEAPOLIS, MN 12,898,00512.9m $680.5m $680.5m 0.17% Reduced -879.6k -879,624
6 Japan Science & Technology Agency 8.18% of their portfolio TOKYO, M0 9,770,0009.8m $515.5m $515.5m 8.18% Reduced -630.0k -630,000
7 BANK OF AMERICA CORP /DE/ 0.04% of their portfolio CHARLOTTE, NC 8,632,8938.6m $455.5m $455.5m 0.04% Added +557.9k +557,852
8 FMR LLC 0.02% of their portfolio BOSTON, MA 8,111,0828.1m $427.9m $427.9m 0.02% Added +6.6m +6,567,469
9 EP Wealth Advisors, LLC 2.69% of their portfolio TORRANCE, CA 7,752,8027.8m $409.0m $409.0m 2.69% Added +2.0m +2,040,104
10 GOLDMAN SACHS GROUP INC 0.07% of their portfolio NEW YORK, NY 7,687,3227.7m $405.6m $405.6m 0.07% Reduced -558.0k -557,958
11 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 7,382,5947.4m $389.5m $389.5m 0.03% Reduced -271.1k -271,116
12 BARINGS LLC 8.43% of their portfolio CHARLOTTE, NC 6,840,0276.8m $360.9m $360.9m 8.43% Unchanged
13 ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio Berwyn, PA 5,762,1615.8m $304.0m $304.0m 0.09% Added +75.0k +74,954
14 ALLSTATE CORP 18.50% of their portfolio NORTHBROOK, IL 4,867,6764.9m $256.8m $256.8m 18.50% Added +718.3k +718,341
15 Pure Financial Advisors, LLC 4.46% of their portfolio SAN DIEGO, CA 4,806,0434.8m $253.6m $253.6m 4.46% Added +245.5k +245,461
16 UBS Group AG 0.05% of their portfolio ZURICH, V8 4,606,2484.6m $243.0m $243.0m 0.05% Added +76.1k +76,082
17 CAPTRUST FINANCIAL ADVISORS 0.50% of their portfolio RALEIGH, NC 4,205,9734.2m $221.9m $221.9m 0.50% Added +230.3k +230,312
18 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 3,890,3023.9m $205.3m $205.3m 0.02% Added +1.4m +1,409,171
19 PNC Financial Services Group, Inc. 0.13% of their portfolio Pittsburgh, PA 3,738,1753.7m $197.2m $197.2m 0.13% Added +44.6k +44,589
20 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 3,346,7123.3m $176.6m $176.6m 0.04% Reduced -97.5k -97,475
21 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 3,066,6793.1m $161.8m $161.8m 0.06% Added +31.9k +31,909
22 COMMONWEALTH EQUITY SERVICES, LLC 0.21% of their portfolio WALTHAM, MA 3,019,3293.0m $159.3m $159.3m 0.21% Reduced -69.2k -69,241
23 Members Trust Co 5.43% of their portfolio TAMPA, FL 2,987,9593.0m $157.6m $157.6m 5.43% Added +421.5k +421,525
24 STIFEL FINANCIAL CORP 0.15% of their portfolio ST. LOUIS, MO 2,935,3792.9m $154.9m $154.9m 0.15% Added +40.5k +40,494
25 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,879,7502.9m $151.9m $151.9m 0.01% Added +68.1k +68,059
26 D. E. Shaw & Co., Inc. 0.15% of their portfolio New York, NY 2,781,8002.8m $146.8m $146.8m 0.15% Added +1.8m +1,797,100
27 SONA ASSET MANAGEMENT (US) LLC 4.52% of their portfolio NEW YORK, NY 2,535,0002.5m $133.7m $133.7m 4.52% New
28 Point72 Asset Management, L.P. 0.30% of their portfolio STAMFORD, CT 2,432,0002.4m $128.3m $128.3m 0.30% Unchanged
29 Kestra Investment Management, LLC 1.77% of their portfolio AUSTIN, TX 2,186,0622.2m $114.9m $114.9m 1.77% Added +116.4k +116,370
30 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,148,9302.1m $113.4m $113.4m 0.04% Added +152.2k +152,197
31 TRUIST FINANCIAL CORP 0.17% of their portfolio CHARLOTTE, NC 2,141,0272.1m $113.0m $113.0m 0.17% Reduced -46.2k -46,176
32 FLPUTNAM INVESTMENT MANAGEMENT CO 1.76% of their portfolio PORTLAND, ME 1,947,1421.9m $102.7m $102.7m 1.76% Added +47.8k +47,779
33 Busey Bank 2.97% of their portfolio URBANA, IL 1,841,2781.8m $97.1m $97.1m 2.97% Reduced -46.3k -46,308
34 NorthCoast Asset Management LLC 0.40% of their portfolio STAMFORD, CT 1,793,8961.8m $94.6m $94.6m 0.40% Reduced -48.2k -48,153
35 Haverford Trust Co 0.86% of their portfolio Radnor, PA 1,718,8011.7m $90.7m $90.7m 0.86% Reduced -11.7k -11,660
36 Composition Wealth, LLC 1.48% of their portfolio LOS ANGELES, CA 1,670,5251.7m $88.1m $88.1m 1.48% Added +121.7k +121,747
37 HighTower Advisors, LLC 0.11% of their portfolio CHICAGO, IL 1,647,2811.6m $86.9m $86.9m 0.11% Reduced -34.9k -34,927
38 KEYBANK NATIONAL ASSOCIATION/OH 0.32% of their portfolio BROOKLYN, OH 1,647,1141.6m $86.9m $86.9m 0.32% Added +36.6k +36,590
39 Williams Jones Wealth Management, LLC. 0.99% of their portfolio NEW YORK, NY 1,568,6931.6m $82.8m $82.8m 0.99% Added +20.0k +20,000
40 Quotient Wealth Partners, LLC 2.32% of their portfolio DALLAS, TX 1,493,8651.5m $78.8m $78.8m 2.32% Added +23.9k +23,918
41 Dynasty Wealth Management, LLC 1.33% of their portfolio ST. PETERSBURG, FL 1,473,9791.5m $77.8m $77.8m 1.33% Reduced -45.0k -45,017
42 Destination Wealth Management 2.19% of their portfolio Walnut Creek, CA 1,415,2661.4m $74.7m $74.7m 2.19% Added +5.8k +5,774
43 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.48% of their portfolio Stamford, CT 1,343,6141.3m $70.9m $70.9m 0.48% Added +50.5k +50,486
44 Parkside Investments, LLC 9.46% of their portfolio DEERFIELD, IL 1,320,0821.3m $69.6m $69.6m 9.46% Added +276.0k +275,996
45 ASSETMARK, INC 0.16% of their portfolio CONCORD, CA 1,292,7771.3m $68.2m $68.2m 0.16% Added +26.4k +26,437
46 Money Design Co.,Ltd. 3.12% of their portfolio TOKYO, M0 1,266,7321.3m $66.8m $66.8m 3.12% Added +597.7k +597,669
47 MML INVESTORS SERVICES, LLC 0.19% of their portfolio SPRINGFIELD, MA 1,247,7981.2m $65.8m $65.8m 0.19% Added +123.2k +123,214
48 MAI Capital Management 0.46% of their portfolio INDEPENDENCE, OH 1,243,2141.2m $65.6m $65.6m 0.46% Added +53.4k +53,434
49 Mariner, LLC 0.09% of their portfolio Overland Park, KS 1,211,7511.2m $63.9m $63.9m 0.09% Reduced -13.6k -13,622
50 One Capital Management, LLC 2.18% of their portfolio WESTLAKE VILLAGE, CA 1,191,9501.2m $62.9m $62.9m 2.18% Added +9.7k +9,728
51 GREENWOOD GEARHART LLC 3.80% of their portfolio FAYETTEVILLE, AR 1,152,9311.2m $60.8m $60.8m 3.80% Added +33.0k +33,049
52 US BANCORP \DE\ 0.07% of their portfolio MINNEAPOLIS, MN 1,128,3041.1m $59.5m $59.5m 0.07% Added +86.1k +86,117
53 Rockefeller Capital Management L.P. 0.07% of their portfolio NEW YORK, NY 1,126,8161.1m $59.5m $59.5m 0.07% Added +403.7k +403,673
54 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.10% of their portfolio PLYMOUTH, MN 1,120,4051.1m $58.8m $58.8m 0.10% Reduced -30.3k -30,319
55 RENAISSANCE TECHNOLOGIES LLC 0.08% of their portfolio NEW YORK, NY 1,120,1001.1m $59.1m $59.1m 0.08% Reduced -859.5k -859,500
56 Clearwater Capital Advisors, LLC 5.23% of their portfolio HOFFMAN ESTATES, IL 1,085,9601.1m $57.3m $57.3m 5.23% Added +4.1k +4,138
57 Klaas Financial Asset Advisors, LLC 8.04% of their portfolio LOVES PARK, IL 962,538962.5k $50.8m $50.8m 8.04% Added +12.3k +12,310
58 OSAIC HOLDINGS, INC. 0.09% of their portfolio SCOTTSDALE, AZ 935,340935.3k $49.3m $49.3m 0.09% Added +191.2k +191,175
59 MARYLAND CAPITAL ADVISORS INC. 19.20% of their portfolio CHESTER, MD 928,958929.0k $49.0m $49.0m 19.20% Added +45.6k +45,560
60 SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.78% of their portfolio TOKYO, M0 900,636900.6k $47.5m $47.5m 0.78% Added +39.0k +39,033
61 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 897,059897.1k $47.3m $47.3m 0.08% Reduced -259.6k -259,637
62 Zurich Insurance Group Ltd/FI 0.36% of their portfolio ZURICH, V8 894,272894.3k $47.2m $47.2m 0.36% Added +214.7k +214,691
63 Fiduciary Trust Co 0.57% of their portfolio Boston, MA 881,002881.0k $46.5m $46.5m 0.57% Reduced -45.9k -45,850
64 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 824,228824.2k $43.5m $43.5m 0.02% Added +82.2k +82,212
65 Arax Advisory Partners 2.03% of their portfolio NEW YORK, NY 821,602821.6k $44.1m $44.1m 2.03% Added +24.3k +24,341
66 Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio CHIYODA-KU, TOKYO, M0 817,000817.0k $43.1m $43.1m 0.03% Reduced -98.8k -98,800
67 Meeder Advisory Services, Inc. 2.21% of their portfolio DUBLIN, OH 808,279808.3k $42.6m $42.6m 2.21% Added +58.4k +58,394
68 CUTLER INVESTMENT COUNSEL LLC 4.58% of their portfolio Jacksonville, OR 779,759779.8k $41.1m $41.1m 4.58% Added +12.7k +12,711
69 RITHOLTZ WEALTH MANAGEMENT 0.90% of their portfolio NEW YORK, NY 774,660774.7k $40.9m $40.9m 0.90% Reduced -45.3k -45,314
70 Bangor Savings Bank 3.65% of their portfolio BANGOR, ME 773,440773.4k $40.8m $40.8m 3.65% Added +12.7k +12,660
71 Pathstone Holdings, LLC 0.16% of their portfolio ENGLEWOOD, NJ 753,248753.2k $39.7m $39.7m 0.16% Added +95.8k +95,756
72 PDS Planning, Inc 2.83% of their portfolio DUBLIN, OH 719,911719.9k $38.0m $38.0m 2.83% Added +43.2k +43,203
73 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.51% of their portfolio CINCINNATI, OH 693,523693.5k $36.6m $36.6m 0.51% Added +42.8k +42,776
74 Dakota Wealth Management 0.76% of their portfolio PALM BEACH GARDENS, FL 687,177687.2k $36.3m $36.3m 0.76% Added +172.5k +172,483
75 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 680,493680.5k $35.9m $35.9m 0.09% Added +5.0k +5,005
76 Focus Partners Wealth 0.08% of their portfolio ST LOUIS, MO 667,525667.5k $35.2m $35.2m 0.08% Reduced -4.9k -4,904
77 ARKANSAS FINANCIAL GROUP, INC. 5.44% of their portfolio LITTLE ROCK, AR 664,118664.1k $35.0m $35.0m 5.44% Reduced -21.5k -21,489
78 STEPHENS INC /AR/ 0.48% of their portfolio LITTLE ROCK, AR 656,477656.5k $34.6m $34.6m 0.48% Reduced -268.7k -268,743
79 NewSquare Capital LLC 2.54% of their portfolio NEWTOWN SQUARE, PA 648,331648.3k $34.2m $34.2m 2.54% Added +6.6k +6,570
80 Gradient Investments LLC 0.61% of their portfolio ARDEN HILLS, MN 630,782630.8k $33.3m $33.3m 0.61% Added +872 +872
81 Stockman Wealth Management, Inc. 4.48% of their portfolio BILLINGS, MT 625,238625.2k $33.0m $33.0m 4.48% Reduced -23.5k -23,484
82 Envestnet Portfolio Solutions, Inc. 0.12% of their portfolio BERWYN, PA 616,527616.5k $32.5m $32.5m 0.12% Reduced -34.8k -34,845
83 TD PRIVATE CLIENT WEALTH LLC 0.78% of their portfolio NEW YORK, NY 604,521604.5k $31.9m $31.9m 0.78% Added +58.1k +58,057
84 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.24% of their portfolio IRVING, TX 556,731556.7k $29.4m $29.4m 0.24% Reduced -32.3k -32,270
85 Prime Capital Investment Advisors, LLC 0.38% of their portfolio OVERLAND PARK, KS 544,773544.8k $28.7m $28.7m 0.38% Reduced -284.2k -284,203
86 Nelson Capital Management, LLC 3.68% of their portfolio MENLO PARK, CA 527,436527.4k $27.8m $27.8m 3.68% Added +15.8k +15,839
87 Keystone Global Partners, LLC 0.01% of their portfolio DENVER, CO 520,705520.7k $27.5k $27.5k 0.01% Added +271.3k +271,286
88 DT Investment Partners, LLC 2.45% of their portfolio CHADDS FORD, PA 517,776517.8k $27.3m $27.3m 2.45% Reduced -17.5k -17,484
89 1832 Asset Management L.P. 0.05% of their portfolio TORONTO, A6 515,740515.7k $27.2m $27.2m 0.05% Reduced -6.1k -6,132
90 MONOGRAPH WEALTH ADVISORS, LLC 3.35% of their portfolio MANHATTAN BEACH, CA 515,522515.5k $27.2m $27.2m 3.35% Added +54.4k +54,397
91 OneDigital Investment Advisors LLC 0.30% of their portfolio OVERLAND PARK, KS 513,959514.0k $27.1m $27.1m 0.30% Added +26.3k +26,270
92 LEAVELL INVESTMENT MANAGEMENT, INC. 1.18% of their portfolio MOBILE, AL 499,781499.8k $26.4m $26.4m 1.18% Added +40.1k +40,145
93 Graypoint LLC 1.45% of their portfolio Albany, NY 487,738487.7k $25.7m $25.7m 1.45% Added +49.1k +49,096
94 Chicago Partners Investment Group LLC 0.74% of their portfolio CHICAGO, IL 485,256485.3k $25.5m $25.5m 0.74% Reduced -13.8k -13,830
95 MEMBERS CAPITAL ADVISORS INC 29.22% of their portfolio MADISON, WI 480,000480.0k $25.3m $25.3m 29.22% New
96 Lutz Financial Services LLC 1.96% of their portfolio OMAHA, NE 477,429477.4k $25.2m $25.2m 1.96% Reduced -5.7k -5,670
97 ARCH CAPITAL GROUP LTD. 8.44% of their portfolio PEMBROKE, D0 469,378469.4k $24.8m $24.8m 8.44% Reduced -1.3m -1,272,380
98 LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 468,286468.3k $24.7m $24.7m 0.03% Reduced -17.2k -17,213
99 Fiduciary Group, LLC 2.05% of their portfolio SAVANNAH, GA 413,557413.6k $21.8m $21.8m 2.05% Reduced -1.2k -1,152
100 RiverFront Investment Group, LLC 0.41% of their portfolio RICHMOND, VA 402,818402.8k $21.3m $21.3m 0.41% Added +11.4k +11,368