Vault-13

ISHARES TR IGSB

ISHS 1-5YR INVS · ETP · CUSIP 464288646

956 institutional holders +3 vs Q2 2025
292,083,856292.1m shares reported held*
$15.5bnreported value*
74 new 400 added 301 reduced 63 sold out net sold ≈ $678.4m (-12.6m 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 ($5.4m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $53.18. Options: 1 managers hold calls ($540.9k notional), 0 hold puts (—).

Trends to Q3 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: 953Q3 25: 956956Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025956

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q4 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 25Q2 25: 429 bought or addedQ2 25: 417 cut or sold outQ3 25: 474 bought or addedQ3 25: 364 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023345461
Q1 2024406413
Q2 2024363422
Q3 2024395376
Q4 2024439358
Q1 2025420435
Q2 2025429417
Q3 2025474364

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $0Q1 25P/C —Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —Q3 25 calls: $540.9kQ3 25 puts: $0Q3 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q4 2024$0$0—
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$540.9k$00.00

Biggest buyers

JPMORGAN CHASE & CO Added +4,052,724+4.1m
ALLSTATE CORP Added +1,997,065+2.0m
NORTHERN TRUST CORP Added +844,827+844.8k
MORGAN STANLEY Added +775,758+775.8k
ENVESTNET ASSET MANAGEMENT INC Added +671,667+671.7k
GOLDMAN SACHS GROUP INC Added +600,968+601.0k
STIFEL FINANCIAL CORP Added +488,580+488.6k
BENJAMIN EDWARDS INC Added +461,505+461.5k
LAZARD ASSET MANAGEMENT LLC New +458,029+458.0k
PALISADE CAPITAL MANAGEMENT, LP New +446,032+446.0k

Biggest sellers

CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -10,269,278-10.3m
Japan Science & Technology Agency Sold out -9,770,000-9.8m
BlackRock, Inc. Reduced -3,029,708-3.0m
ROYAL BANK OF CANADA Reduced -1,639,852-1.6m
SONA ASSET MANAGEMENT (US) LLC Reduced -1,400,000-1.4m
BANK OF AMERICA CORP /DE/ Reduced -1,291,835-1.3m
Kestra Investment Management, LLC Reduced -928,904-928.9k
Arax Advisory Partners Sold out -821,602-821.6k
Rockefeller Capital Management L.P. Reduced -540,812-540.8k
Keystone Global Partners, LLC Sold out -520,705-520.7k

Biggest calls

CITADEL ADVISORS LLC New $540.9k10.2k 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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.16% of their portfolio CHICAGO, IL 23,937,60123.9m $1.3bn $1.3bn 0.16% Added +844.8k +844,827
2 Matson Money. Inc. 23.77% of their portfolio MASON, OH 13,606,75213.6m $721.9m $721.9m 23.77% Added +319.6k +319,570
3 AMERIPRISE FINANCIAL INC 0.16% of their portfolio MINNEAPOLIS, MN 13,162,20313.2m $702.7m $702.7m 0.16% Added +264.2k +264,198
4 BlackRock, Inc. 0.01% of their portfolio New York, NY 11,677,30911.7m $619.2m $619.2m 0.01% Reduced -3.0m -3,029,708
5 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio SAN FRANCISCO, CA 10,872,76210.9m $576.6m $576.6m 0.09% Reduced -10.3m -10,269,278
6 GOLDMAN SACHS GROUP INC 0.06% of their portfolio NEW YORK, NY 8,288,2908.3m $439.5m $439.5m 0.06% Added +601.0k +600,968
7 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 8,158,3528.2m $432.6m $432.6m 0.03% Added +775.8k +775,758
8 FMR LLC 0.02% of their portfolio BOSTON, MA 8,053,9318.1m $427.1m $427.1m 0.02% Reduced -57.2k -57,151
9 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 7,341,0587.3m $389.3m $389.3m 0.03% Reduced -1.3m -1,291,835
10 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 6,932,4746.9m $367.6m $367.6m 0.01% Added +4.1m +4,052,724
11 ALLSTATE CORP 8.31% of their portfolio NORTHBROOK, IL 6,864,7416.9m $364.0m $364.0m 8.31% Added +2.0m +1,997,065
12 BARINGS LLC 6.91% of their portfolio CHARLOTTE, NC 6,840,0276.8m $362.7m $362.7m 6.91% Unchanged
13 ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio Berwyn, PA 6,433,8286.4m $341.2m $341.2m 0.10% Added +671.7k +671,667
14 Pure Financial Advisors, LLC 4.37% of their portfolio SAN DIEGO, CA 5,173,6145.2m $274.4m $274.4m 4.37% Added +367.6k +367,571
15 UBS Group AG 0.05% of their portfolio ZURICH, V8 4,635,5824.6m $245.8m $245.8m 0.05% Added +29.3k +29,334
16 CAPTRUST FINANCIAL ADVISORS 0.49% of their portfolio RALEIGH, NC 4,562,0204.6m $241.9m $241.9m 0.49% Added +356.0k +356,047
17 PNC Financial Services Group, Inc. 0.13% of their portfolio Pittsburgh, PA 3,896,6563.9m $206.6m $206.6m 0.13% Added +158.5k +158,481
18 STIFEL FINANCIAL CORP 0.17% of their portfolio ST. LOUIS, MO 3,423,9593.4m $181.6m $181.6m 0.17% Added +488.6k +488,580
19 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 3,367,7133.4m $178.6m $178.6m 0.04% Added +21.0k +21,001
20 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 3,350,8933.4m $177.7m $177.7m 0.06% Added +284.2k +284,214
21 Members Trust Co 5.27% of their portfolio TAMPA, FL 3,022,2173.0m $160.3m $160.3m 5.27% Added +34.3k +34,258
22 COMMONWEALTH EQUITY SERVICES, LLC 0.20% of their portfolio WALTHAM, MA 2,921,8592.9m $154.9m $154.9m 0.20% Reduced -97.5k -97,470
23 D. E. Shaw & Co., Inc. 0.12% of their portfolio New York, NY 2,807,2002.8m $148.9m $148.9m 0.12% Added +25.4k +25,400
24 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,563,5582.6m $135.9m $135.9m 0.04% Added +414.6k +414,628
25 Point72 Asset Management, L.P. 0.28% of their portfolio STAMFORD, CT 2,432,0002.4m $129.0m $129.0m 0.28% Unchanged
26 TRUIST FINANCIAL CORP 0.17% of their portfolio CHARLOTTE, NC 2,300,7502.3m $122.0m $122.0m 0.17% Added +159.7k +159,723
27 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,250,4502.3m $119.3m $119.3m 0.02% Reduced -1.6m -1,639,852
28 FLPUTNAM INVESTMENT MANAGEMENT CO 1.71% of their portfolio PORTLAND, ME 2,155,4872.2m $114.3m $114.3m 1.71% Added +208.3k +208,345
29 Composition Wealth, LLC 1.46% of their portfolio LOS ANGELES, CA 1,833,0561.8m $97.2m $97.2m 1.46% Added +162.5k +162,531
30 Busey Bank 2.69% of their portfolio URBANA, IL 1,817,1101.8m $96.4m $96.4m 2.69% Reduced -24.2k -24,168
31 NorthCoast Asset Management LLC 0.37% of their portfolio STAMFORD, CT 1,789,9941.8m $94.9m $94.9m 0.37% Reduced -3.9k -3,902
32 Haverford Trust Co 0.84% of their portfolio Radnor, PA 1,762,4331.8m $93.5m $93.5m 0.84% Added +43.6k +43,632
33 KEYBANK NATIONAL ASSOCIATION/OH 0.32% of their portfolio BROOKLYN, OH 1,735,6821.7m $92.0m $92.0m 0.32% Added +88.6k +88,568
34 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 1,706,0531.7m $90.5m $90.5m 0.10% Added +58.8k +58,772
35 Dynasty Wealth Management, LLC 1.14% of their portfolio ST. PETERSBURG, FL 1,607,9391.6m $85.3m $85.3m 1.14% Added +134.0k +133,960
36 Williams Jones Wealth Management, LLC. 0.95% of their portfolio NEW YORK, NY 1,572,0601.6m $83.4m $83.4m 0.95% Added +3.4k +3,367
37 Parkside Investments, LLC 10.37% of their portfolio DEERFIELD, IL 1,565,3361.6m $83.0m $83.0m 10.37% Added +245.3k +245,254
38 Quotient Wealth Partners, LLC 2.26% of their portfolio DALLAS, TX 1,556,4301.6m $82.5m $82.5m 2.26% Added +62.6k +62,565
39 MAI Capital Management 0.48% of their portfolio INDEPENDENCE, OH 1,460,1141.5m $77.4m $77.4m 0.48% Added +216.9k +216,900
40 MML INVESTORS SERVICES, LLC 0.21% of their portfolio SPRINGFIELD, MA 1,456,7971.5m $77.3m $77.3m 0.21% Added +209.0k +208,999
41 Destination Wealth Management 2.12% of their portfolio Walnut Creek, CA 1,451,1931.5m $77.0m $77.0m 2.12% Added +35.9k +35,927
42 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.44% of their portfolio Stamford, CT 1,424,2481.4m $75.5m $75.5m 0.44% Added +80.6k +80,634
43 ASSETMARK, INC 0.16% of their portfolio CONCORD, CA 1,376,2701.4m $73.0m $73.0m 0.16% Added +83.5k +83,493
44 One Capital Management, LLC 2.17% of their portfolio WESTLAKE VILLAGE, CA 1,280,4541.3m $67.9m $67.9m 2.17% Added +88.5k +88,504
45 Kestra Investment Management, LLC 1.79% of their portfolio AUSTIN, TX 1,257,1581.3m $66.7m $66.7m 1.79% Reduced -928.9k -928,904
46 Mariner, LLC 0.09% of their portfolio Overland Park, KS 1,248,4101.2m $66.2m $66.2m 0.09% Added +36.7k +36,659
47 US BANCORP \DE\ 0.07% of their portfolio MINNEAPOLIS, MN 1,161,8901.2m $61.6m $61.6m 0.07% Added +33.6k +33,586
48 Clearwater Capital Advisors, LLC 5.19% of their portfolio HOFFMAN ESTATES, IL 1,148,0361.1m $60.9m $60.9m 5.19% Added +62.1k +62,076
49 SONA ASSET MANAGEMENT (US) LLC 2.37% of their portfolio NEW YORK, NY 1,135,0001.1m $60.2m $60.2m 2.37% Reduced -1.4m -1,400,000
50 MARYLAND CAPITAL ADVISORS INC. 20.92% of their portfolio CHESTER, MD 1,102,0811.1m $58.4m $58.4m 20.92% Added +173.1k +173,123
51 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 1,093,4361.1m $58.0m $58.0m 0.07% Added +196.4k +196,377
52 SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.93% of their portfolio TOKYO, M0 1,001,4551.0m $53.1m $53.1m 0.93% Added +100.8k +100,819
53 Klaas Financial Asset Advisors, LLC 7.84% of their portfolio LOVES PARK, IL 984,714984.7k $52.2m $52.2m 7.84% Added +22.2k +22,176
54 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 958,747958.7k $50.8m $50.8m 0.07% Added +23.4k +23,407
55 Zurich Insurance Group Ltd/FI 0.34% of their portfolio ZURICH, V8 894,272894.3k $47.4m $47.4m 0.34% Unchanged
56 GREENWOOD GEARHART LLC 2.69% of their portfolio FAYETTEVILLE, AR 880,678880.7k $46.7m $46.7m 2.69% Reduced -272.3k -272,253
57 Meeder Advisory Services, Inc. 2.14% of their portfolio DUBLIN, OH 869,601869.6k $46.1m $46.1m 2.14% Added +61.3k +61,322
58 Fiduciary Trust Co 0.52% of their portfolio Boston, MA 858,781858.8k $45.5m $45.5m 0.52% Reduced -22.2k -22,221
59 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 825,647825.6k $43.8m $43.8m 0.02% Added +1.4k +1,419
60 CUTLER INVESTMENT COUNSEL LLC 4.51% of their portfolio Jacksonville, OR 812,018812.0k $43.1m $43.1m 4.51% Added +32.3k +32,259
61 Bangor Savings Bank 3.48% of their portfolio BANGOR, ME 787,763787.8k $41.8m $41.8m 3.48% Added +14.3k +14,323
62 Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio CHIYODA-KU, TOKYO, M0 774,000774.0k $41.0m $41.0m 0.02% Reduced -43.0k -43,000
63 RITHOLTZ WEALTH MANAGEMENT 0.78% of their portfolio NEW YORK, NY 756,152756.2k $40.1m $40.1m 0.78% Reduced -18.5k -18,508
64 PDS Planning, Inc 2.74% of their portfolio DUBLIN, OH 746,883746.9k $39.6m $39.6m 2.74% Added +27.0k +26,972
65 Dakota Wealth Management 0.80% of their portfolio PALM BEACH GARDENS, FL 744,548744.5k $39.5m $39.5m 0.80% Added +57.4k +57,371
66 Pathstone Holdings, LLC 0.15% of their portfolio ENGLEWOOD, NJ 742,151742.2k $39.4m $39.4m 0.15% Reduced -11.1k -11,097
67 TD PRIVATE CLIENT WEALTH LLC 0.86% of their portfolio NEW YORK, NY 717,937717.9k $38.1m $38.1m 0.86% Added +113.4k +113,416
68 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 717,482717.5k $38.0m $38.0m 0.06% Added +50.0k +49,957
69 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 692,255692.3k $36.7m $36.7m 0.09% Added +11.8k +11,762
70 RENAISSANCE TECHNOLOGIES LLC 0.05% of their portfolio NEW YORK, NY 656,188656.2k $34.8m $34.8m 0.05% Reduced -463.9k -463,912
71 NewSquare Capital LLC 2.34% of their portfolio NEWTOWN SQUARE, PA 649,506649.5k $34.4m $34.4m 2.34% Added +1.2k +1,175
72 STEPHENS INC /AR/ 0.44% of their portfolio LITTLE ROCK, AR 646,981647.0k $34.3m $34.3m 0.44% Reduced -9.5k -9,496
73 Stockman Wealth Management, Inc. 4.19% of their portfolio BILLINGS, MT 636,954637.0k $33.8m $33.8m 4.19% Added +11.7k +11,716
74 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 630,455630.5k $33.4m $33.4m 0.05% Reduced -489.9k -489,950
75 ARKANSAS FINANCIAL GROUP, INC. 4.87% of their portfolio LITTLE ROCK, AR 623,941623.9k $33.1m $33.1m 4.87% Reduced -40.2k -40,177
76 Envestnet Portfolio Solutions, Inc. 0.12% of their portfolio BERWYN, PA 616,694616.7k $32.7m $32.7m 0.12% Added +167 +167
77 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 586,004586.0k $31.1m $31.1m 0.06% Reduced -540.8k -540,812
78 Nelson Capital Management, LLC 3.63% of their portfolio MENLO PARK, CA 574,360574.4k $30.5m $30.5m 3.63% Added +46.9k +46,924
79 Mutual Advisors, LLC 0.67% of their portfolio OMAHA, NE 573,796573.8k $30.5m $30.5m 0.67% Added +433.6k +433,635
80 Prime Capital Investment Advisors, LLC 0.36% of their portfolio OVERLAND PARK, KS 544,306544.3k $28.9m $28.9m 0.36% Reduced -467 -467
81 OneDigital Investment Advisors LLC 0.30% of their portfolio OVERLAND PARK, KS 542,939542.9k $28.8m $28.8m 0.30% Added +29.0k +28,980
82 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.20% of their portfolio IRVING, TX 537,131537.1k $28.5m $28.5m 0.20% Reduced -19.6k -19,600
83 MONOGRAPH WEALTH ADVISORS, LLC 2.88% of their portfolio MANHATTAN BEACH, CA 536,564536.6k $28.5m $28.5m 2.88% Added +21.0k +21,042
84 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.37% of their portfolio CINCINNATI, OH 529,604529.6k $28.1m $28.1m 0.37% Reduced -163.9k -163,919
85 DT Investment Partners, LLC 2.34% of their portfolio CHADDS FORD, PA 522,439522.4k $27.7m $27.7m 2.34% Added +4.7k +4,663
86 1832 Asset Management L.P. 0.05% of their portfolio TORONTO, A6 518,762518.8k $27.5m $27.5m 0.05% Added +3.0k +3,022
87 LEAVELL INVESTMENT MANAGEMENT, INC. 1.15% of their portfolio MOBILE, AL 515,922515.9k $27.4m $27.4m 1.15% Added +16.1k +16,141
88 BENJAMIN EDWARDS INC 0.30% of their portfolio Clayton, MO 499,275499.3k $26.5m $26.5m 0.30% Added +461.5k +461,505
89 Chicago Partners Investment Group LLC 0.69% of their portfolio CHICAGO, IL 492,789492.8k $26.2m $26.2m 0.69% Added +7.5k +7,533
90 Beacon Pointe Advisors, LLC 0.22% of their portfolio NEWPORT BEACH, CA 492,243492.2k $26.1m $26.1m 0.22% Added +333.7k +333,740
91 Lutz Financial Services LLC 1.84% of their portfolio OMAHA, NE 480,348480.3k $25.5m $25.5m 1.84% Added +2.9k +2,919
92 MEMBERS CAPITAL ADVISORS INC 29.26% of their portfolio MADISON, WI 480,000480.0k $25.5m $25.5m 29.26% Unchanged
93 ARCH CAPITAL GROUP LTD. 8.47% of their portfolio PEMBROKE, D0 469,378469.4k $24.9m $24.9m 8.47% Unchanged
94 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 458,117458.1k $24.3m $24.3m 0.11% Added +159.1k +159,124
95 LAZARD ASSET MANAGEMENT LLC 0.03% of their portfolio NEW YORK, NY 458,029458.0k $24.3m $24.3m 0.03% New
96 PALISADE CAPITAL MANAGEMENT, LP 0.64% of their portfolio FORT LEE, NJ 446,032446.0k $23.7m $23.7m 0.64% New
97 RiverFront Investment Group, LLC 0.41% of their portfolio RICHMOND, VA 438,366438.4k $23.2m $23.2m 0.41% Added +35.5k +35,548
98 Courage Miller Partners, LLC 6.88% of their portfolio NORFOLK, VA 432,801432.8k $22.9m $22.9m 6.88% Added +41.1k +41,059
99 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 428,220428.2k $22.7m $22.7m 0.00% Added +88.0k +87,983
100 Fiduciary Group, LLC 1.93% of their portfolio SAVANNAH, GA 414,305414.3k $22.0m $22.0m 1.93% Added +748 +748