Vault-13

ISHARES TR IGSB

ISHS 1-5YR INVS · ETP · CUSIP 464288646

1,020 institutional holders +64 vs Q3 2025
301,343,135301.3m shares reported held*
$16.0bnreported value*
77 new 419 added 295 reduced 64 sold out net sold ≈ $118.8m (-2.0m 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 ($5.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.94. Options: 1 managers hold calls ($528.8k notional), 0 hold puts (—).

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

05001k1.5kQ3 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: 956Q4 25: 1,0201,020Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 20251,020

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q1 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 25Q3 25: 474 bought or addedQ3 25: 364 cut or sold outQ4 25: 496 bought or addedQ4 25: 359 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024406413
Q2 2024363422
Q3 2024395376
Q4 2024439358
Q1 2025420435
Q2 2025429417
Q3 2025474364
Q4 2025496359

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ1 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 0.00Q4 25 calls: $528.8kQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$0$0—
Q2 2025$0$0—
Q3 2025$540.9k$00.00
Q4 2025$528.8k$00.00

Biggest buyers

Focus Partners Wealth Added +1,403,348+1.4m
SONA ASSET MANAGEMENT (US) LLC Added +1,135,000+1.1m
RiverFront Investment Group, LLC Added +929,944+929.9k
Arax Advisory Partners New +919,529+919.5k
GOLDMAN SACHS GROUP INC Added +816,653+816.7k
RAFFA WEALTH MANAGEMENT, LLC Added +651,179+651.2k
Cerity Partners LLC Added +632,623+632.6k
NORTHERN TRUST CORP Added +599,204+599.2k
Matson Money. Inc. Added +514,722+514.7k
BANK OF AMERICA CORP /DE/ Added +502,405+502.4k

Biggest sellers

FMR LLC Reduced -5,668,266-5.7m
JPMORGAN CHASE & CO Reduced -4,153,433-4.2m
D. E. Shaw & Co., Inc. Reduced -2,802,500-2.8m
ALLSTATE CORP Reduced -1,599,544-1.6m
NorthCoast Asset Management LLC Reduced -1,508,430-1.5m
Kestra Investment Management, LLC Reduced -901,633-901.6k
RENAISSANCE TECHNOLOGIES LLC Reduced -567,926-567.9k
Point72 Asset Management, L.P. Reduced -553,500-553.5k
ENVESTNET ASSET MANAGEMENT INC Reduced -421,913-421.9k
Dynasty Wealth Management, LLC Reduced -396,800-396.8k

Biggest calls

CITADEL ADVISORS LLC Reduced $528.8k10.0k 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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.17% of their portfolio CHICAGO, IL 24,536,80524.5m $1.3bn $1.3bn 0.17% Added +599.2k +599,204
2 Matson Money. Inc. 23.60% of their portfolio MASON, OH 14,121,47414.1m $746.7m $746.7m 23.60% Added +514.7k +514,722
3 AMERIPRISE FINANCIAL INC 0.16% of their portfolio MINNEAPOLIS, MN 13,197,88913.2m $703.3m $703.3m 0.16% Added +35.7k +35,686
4 BlackRock, Inc. 0.01% of their portfolio New York, NY 11,856,88011.9m $627.0m $627.0m 0.01% Added +179.6k +179,571
5 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.09% of their portfolio SAN FRANCISCO, CA 11,093,81811.1m $586.6m $586.6m 0.09% Added +221.1k +221,056
6 EP Wealth Advisors, LLC 2.89% of their portfolio TORRANCE, CA 10,517,09910.5m $556.1m $556.1m 2.89% First filing
7 GOLDMAN SACHS GROUP INC 0.07% of their portfolio NEW YORK, NY 9,104,9439.1m $481.5m $481.5m 0.07% Added +816.7k +816,653
8 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 8,596,2678.6m $454.6m $454.6m 0.03% Added +437.9k +437,915
9 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 7,843,4637.8m $414.8m $414.8m 0.03% Added +502.4k +502,405
10 BARINGS LLC 6.66% of their portfolio CHARLOTTE, NC 6,840,0276.8m $361.7m $361.7m 6.66% Unchanged
11 ENVESTNET ASSET MANAGEMENT INC 0.09% of their portfolio Berwyn, PA 6,011,9156.0m $317.9m $317.9m 0.09% Reduced -421.9k -421,913
12 Pure Financial Advisors, LLC 4.40% of their portfolio SAN DIEGO, CA 5,635,5315.6m $298.0m $298.0m 4.40% Added +461.9k +461,917
13 ALLSTATE CORP 3.80% of their portfolio NORTHBROOK, IL 5,265,1975.3m $278.4m $278.4m 3.80% Reduced -1.6m -1,599,544
14 UBS Group AG 0.05% of their portfolio ZURICH, V8 4,951,8945.0m $261.9m $261.9m 0.05% Added +316.3k +316,312
15 CAPTRUST FINANCIAL ADVISORS 0.49% of their portfolio RALEIGH, NC 4,838,7144.8m $255.9m $255.9m 0.49% Added +276.7k +276,694
16 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 3,820,7633.8m $202.0m $202.0m 0.06% Added +469.9k +469,870
17 PNC Financial Services Group, Inc. 0.11% of their portfolio Pittsburgh, PA 3,786,7363.8m $200.2m $200.2m 0.11% Reduced -109.9k -109,920
18 WELLS FARGO & COMPANY/MN 0.04% of their portfolio SAN FRANCISCO, CA 3,651,5343.7m $193.1m $193.1m 0.04% Added +283.8k +283,821
19 STIFEL FINANCIAL CORP 0.17% of their portfolio ST. LOUIS, MO 3,486,9123.5m $184.4m $184.4m 0.17% Added +63.0k +62,953
20 Members Trust Co 5.28% of their portfolio TAMPA, FL 3,060,8473.1m $161.9m $161.9m 5.28% Added +38.6k +38,630
21 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 2,988,0393.0m $158.0m $158.0m 0.04% Added +424.5k +424,481
22 COMMONWEALTH EQUITY SERVICES, LLC 0.20% of their portfolio WALTHAM, MA 2,836,9672.8m $150.0m $150.0m 0.20% Reduced -84.9k -84,892
23 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 2,779,0412.8m $147.0m $147.0m 0.01% Reduced -4.2m -4,153,433
24 FMR LLC 0.01% of their portfolio BOSTON, MA 2,385,6652.4m $126.2m $126.2m 0.01% Reduced -5.7m -5,668,266
25 FLPUTNAM INVESTMENT MANAGEMENT CO 1.79% of their portfolio PORTLAND, ME 2,322,8702.3m $122.8m $122.8m 1.79% Added +167.4k +167,383
26 TRUIST FINANCIAL CORP 0.16% of their portfolio CHARLOTTE, NC 2,313,0032.3m $122.3m $122.3m 0.16% Added +12.3k +12,253
27 SONA ASSET MANAGEMENT (US) LLC 3.90% of their portfolio NEW YORK, NY 2,270,0002.3m $120.0m $120.0m 3.90% Added +1.1m +1,135,000
28 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 2,120,8302.1m $112.1m $112.1m 0.13% Added +1.4m +1,403,348
29 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,112,0282.1m $111.7m $111.7m 0.02% Reduced -138.4k -138,422
30 Composition Wealth, LLC 1.47% of their portfolio LOS ANGELES, CA 1,935,6701.9m $102.4m $102.4m 1.47% Added +102.6k +102,614
31 Point72 Asset Management, L.P. 0.16% of their portfolio STAMFORD, CT 1,878,5001.9m $99.3m $99.3m 0.16% Reduced -553.5k -553,500
32 Haverford Trust Co 0.87% of their portfolio Radnor, PA 1,841,6631.8m $97.4m $97.4m 0.87% Added +79.2k +79,230
33 KEYBANK NATIONAL ASSOCIATION/OH 0.34% of their portfolio BROOKLYN, OH 1,807,1941.8m $95.6m $95.6m 0.34% Added +71.5k +71,512
34 Busey Bank 2.51% of their portfolio URBANA, IL 1,802,1751.8m $95.3m $95.3m 2.51% Reduced -14.9k -14,935
35 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 1,769,9481.8m $93.6m $93.6m 0.10% Added +63.9k +63,895
36 Williams Jones Wealth Management, LLC. 1.04% of their portfolio NEW YORK, NY 1,741,7691.7m $92.1m $92.1m 1.04% Added +169.7k +169,709
37 MML INVESTORS SERVICES, LLC 0.21% of their portfolio SPRINGFIELD, MA 1,627,2451.6m $86.0m $86.0m 0.21% Added +170.4k +170,448
38 ASSETMARK, INC 0.17% of their portfolio CONCORD, CA 1,609,9271.6m $85.1m $85.1m 0.17% Added +233.7k +233,657
39 Parkside Investments, LLC 10.69% of their portfolio DEERFIELD, IL 1,605,0561.6m $84.9m $84.9m 10.69% Added +39.7k +39,720
40 MAI Capital Management 0.48% of their portfolio INDEPENDENCE, OH 1,572,2991.6m $83.1m $83.1m 0.48% Added +112.2k +112,185
41 Destination Wealth Management 2.08% of their portfolio Walnut Creek, CA 1,500,7141.5m $79.4m $79.4m 2.08% Added +49.5k +49,521
42 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.41% of their portfolio Stamford, CT 1,417,1571.4m $74.9m $74.9m 0.41% Reduced -7.1k -7,091
43 One Capital Management, LLC 2.20% of their portfolio WESTLAKE VILLAGE, CA 1,375,5001.4m $72.7m $72.7m 2.20% Added +95.0k +95,046
44 RiverFront Investment Group, LLC 1.19% of their portfolio RICHMOND, VA 1,368,3101.4m $72.4m $72.4m 1.19% Added +929.9k +929,944
45 Mariner, LLC 0.08% of their portfolio Overland Park, KS 1,311,6441.3m $69.4m $69.4m 0.08% Added +63.2k +63,234
46 Cetera Investment Advisers 0.07% of their portfolio SCHAUMBURG, IL 1,292,3821.3m $68.3m $68.3m 0.07% Added +198.9k +198,946
47 US BANCORP \DE\ 0.08% of their portfolio MINNEAPOLIS, MN 1,250,8281.3m $66.1m $66.1m 0.08% Added +88.9k +88,938
48 MARYLAND CAPITAL ADVISORS INC. 22.22% of their portfolio CHESTER, MD 1,241,5531.2m $65.7m $65.7m 22.22% Added +139.5k +139,472
49 Dynasty Wealth Management, LLC 0.63% of their portfolio ST. PETERSBURG, FL 1,211,1391.2m $64.0m $64.0m 0.63% Reduced -396.8k -396,800
50 Quotient Wealth Partners, LLC 1.69% of their portfolio DALLAS, TX 1,197,6671.2m $63.3m $63.3m 1.69% Reduced -358.8k -358,763
51 Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio CHIYODA-KU, TOKYO, M0 1,094,5001.1m $57.9m $57.9m 0.03% Added +320.5k +320,500
52 Klaas Financial Asset Advisors, LLC 8.12% of their portfolio LOVES PARK, IL 1,058,2821.1m $56.0m $56.0m 8.12% Added +73.6k +73,568
53 SUMITOMO MITSUI FINANCIAL GROUP, INC. 0.99% of their portfolio TOKYO, M0 1,054,2581.1m $55.7m $55.7m 0.99% Added +52.8k +52,803
54 Meeder Advisory Services, Inc. 2.16% of their portfolio DUBLIN, OH 953,003953.0k $50.4m $50.4m 2.16% Added +83.4k +83,402
55 GREENWOOD GEARHART LLC 2.70% of their portfolio FAYETTEVILLE, AR 928,984929.0k $49.1m $49.1m 2.70% Added +48.3k +48,306
56 Dakota Wealth Management 0.87% of their portfolio PALM BEACH GARDENS, FL 922,476922.5k $48.8m $48.8m 0.87% Added +177.9k +177,928
57 Arax Advisory Partners 1.42% of their portfolio NEW YORK, NY 919,529919.5k $48.6m $48.6m 1.42% New
58 Zurich Insurance Group Ltd/FI 0.33% of their portfolio ZURICH, V8 894,272894.3k $47.3m $47.3m 0.33% Unchanged
59 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 882,955883.0k $46.7m $46.7m 0.07% Added +632.6k +632,623
60 OSAIC HOLDINGS, INC. 0.07% of their portfolio SCOTTSDALE, AZ 882,497882.5k $46.7m $46.7m 0.07% Reduced -76.2k -76,250
61 Fiduciary Trust Co 0.51% of their portfolio Boston, MA 854,485854.5k $45.2m $45.2m 0.51% Reduced -4.3k -4,296
62 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 845,391845.4k $44.7m $44.7m 0.02% Added +19.7k +19,744
63 Bangor Savings Bank 3.58% of their portfolio BANGOR, ME 841,625841.6k $44.5m $44.5m 3.58% Added +53.9k +53,862
64 CUTLER INVESTMENT COUNSEL LLC 4.62% of their portfolio Jacksonville, OR 840,439840.4k $44.4m $44.4m 4.62% Added +28.4k +28,421
65 TD PRIVATE CLIENT WEALTH LLC 0.92% of their portfolio NEW YORK, NY 815,286815.3k $43.1m $43.1m 0.92% Added +97.3k +97,349
66 Janney Montgomery Scott LLC 0.10% of their portfolio PHILADELPHIA, PA 796,753796.8k $42.1m $42.1m 0.10% Added +104.5k +104,498
67 RITHOLTZ WEALTH MANAGEMENT 0.75% of their portfolio NEW YORK, NY 779,683779.7k $41.2m $41.2m 0.75% Added +23.5k +23,531
68 Clearwater Capital Advisors, LLC 3.39% of their portfolio HOFFMAN ESTATES, IL 769,248769.2k $40.7m $40.7m 3.39% Reduced -378.8k -378,788
69 Pathstone Holdings, LLC 0.16% of their portfolio ENGLEWOOD, NJ 763,859763.9k $40.4m $40.4m 0.16% Added +21.7k +21,708
70 PDS Planning, Inc 2.58% of their portfolio DUBLIN, OH 729,396729.4k $38.6m $38.6m 2.58% Reduced -17.5k -17,487
71 1832 Asset Management L.P. 0.05% of their portfolio TORONTO, A6 695,823695.8k $36.8m $36.8m 0.05% Added +177.1k +177,061
72 RAFFA WEALTH MANAGEMENT, LLC 5.64% of their portfolio WASHINGTON, DC 693,470693.5k $36.7m $36.7m 5.64% Added +651.2k +651,179
73 PALISADE CAPITAL MANAGEMENT, LP 1.08% of their portfolio FORT LEE, NJ 686,181686.2k $36.3m $36.3m 1.08% Added +240.1k +240,149
74 Stockman Wealth Management, Inc. 4.15% of their portfolio BILLINGS, MT 674,135674.1k $35.6m $35.6m 4.15% Added +37.2k +37,181
75 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.05% of their portfolio PLYMOUTH, MN 673,413673.4k $35.7m $35.7m 0.05% Added +43.0k +42,958
76 Nelson Capital Management, LLC 4.09% of their portfolio MENLO PARK, CA 660,602660.6k $34.9m $34.9m 4.09% Added +86.2k +86,242
77 Envestnet Portfolio Solutions, Inc. 0.12% of their portfolio BERWYN, PA 628,580628.6k $33.2m $33.2m 0.12% Added +11.9k +11,886
78 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 624,271624.3k $33.0m $33.0m 0.06% Added +38.3k +38,267
79 Schaeffer Financial LLC 28.15% of their portfolio Rockville, MD 610,040610.0k $32.3m $32.3m 28.15% Added +201.3k +201,313
80 ARKANSAS FINANCIAL GROUP, INC. 4.58% of their portfolio LITTLE ROCK, AR 600,168600.2k $31.7m $31.7m 4.58% Reduced -23.8k -23,773
81 STEPHENS INC /AR/ 0.38% of their portfolio LITTLE ROCK, AR 576,009576.0k $30.5m $30.5m 0.38% Reduced -71.0k -70,972
82 Legal & General Group Plc 0.01% of their portfolio London, X0 570,062570.1k $30.1m $30.1m 0.01% Added +189.7k +189,717
83 MONOGRAPH WEALTH ADVISORS, LLC 2.93% of their portfolio MANHATTAN BEACH, CA 565,044565.0k $29.9m $29.9m 2.93% Added +28.5k +28,480
84 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.18% of their portfolio IRVING, TX 564,091564.1k $29.8m $29.8m 0.18% Added +27.0k +26,960
85 Prime Capital Investment Advisors, LLC 0.36% of their portfolio OVERLAND PARK, KS 554,652554.7k $29.3m $29.3m 0.36% Added +10.3k +10,346
86 LEAVELL INVESTMENT MANAGEMENT, INC. 1.21% of their portfolio MOBILE, AL 552,128552.1k $29.2m $29.2m 1.21% Added +36.2k +36,206
87 BENJAMIN EDWARDS INC 0.32% of their portfolio Clayton, MO 538,206538.2k $28.5m $28.5m 0.32% Added +38.9k +38,931
88 Mutual Advisors, LLC 0.61% of their portfolio OMAHA, NE 536,625536.6k $28.4m $28.4m 0.61% Reduced -37.2k -37,171
89 OneDigital Investment Advisors LLC 0.27% of their portfolio OVERLAND PARK, KS 527,737527.7k $27.9m $27.9m 0.27% Reduced -15.2k -15,202
90 NewSquare Capital LLC 2.43% of their portfolio NEWTOWN SQUARE, PA 520,506520.5k $27.5m $27.5m 2.43% Reduced -129.0k -129,000
91 Chicago Partners Investment Group LLC 0.68% of their portfolio CHICAGO, IL 518,662518.7k $27.5m $27.5m 0.68% Added +25.9k +25,873
92 Beacon Pointe Advisors, LLC 0.19% of their portfolio NEWPORT BEACH, CA 518,631518.6k $27.4m $27.4m 0.19% Added +26.4k +26,388
93 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.35% of their portfolio CINCINNATI, OH 512,016512.0k $27.1m $27.1m 0.35% Reduced -17.6k -17,588
94 Lutz Financial Services LLC 1.75% of their portfolio OMAHA, NE 486,755486.8k $25.7m $25.7m 1.75% Added +6.4k +6,407
95 DT Investment Partners, LLC 2.08% of their portfolio CHADDS FORD, PA 474,974475.0k $25.1m $25.1m 2.08% Reduced -47.5k -47,465
96 ARCH CAPITAL GROUP LTD. 8.49% of their portfolio PEMBROKE, D0 469,378469.4k $24.8m $24.8m 8.49% Unchanged
97 Fiduciary Group, LLC 2.01% of their portfolio SAVANNAH, GA 452,468452.5k $23.9m $23.9m 2.01% Added +38.2k +38,163
98 LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 444,921444.9k $23.5m $23.5m 0.04% Reduced -13.1k -13,108
99 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 443,766443.8k $23.5m $23.5m 0.00% Added +15.5k +15,546
100 Courage Miller Partners, LLC 6.94% of their portfolio NORFOLK, VA 435,873435.9k $23.0m $23.0m 6.94% Added +3.1k +3,072