Vault-13

ISHARES TR IGSB

ISHS 1-5YR INVS · ETP · CUSIP 464288646

1,024 institutional holders +4 vs Q4 2025
298,720,103298.7m shares reported held*
$15.7bnreported value*
74 new 472 added 299 reduced 73 sold out net sold ≈ $38.8m (-836.8k 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 ($12.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.63.

Trends to Q1 2026

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: 1,020Q1 26: 1,0241,024Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 20261,024

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ2 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 25Q4 25: 496 bought or addedQ4 25: 359 cut or sold outQ1 26: 546 bought or addedQ1 26: 372 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024363422
Q3 2024395376
Q4 2024439358
Q1 2025420435
Q2 2025429417
Q3 2025474364
Q4 2025496359
Q1 2026546372

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ2 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 0.00Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$0$0—
Q3 2025$540.9k$00.00
Q4 2025$528.8k$00.00
Q1 2026$0$0—

Biggest buyers

PRUDENTIAL FINANCIAL INC Added +2,062,569+2.1m
EP Wealth Advisors, LLC Added +1,203,630+1.2m
BANK OF AMERICA CORP /DE/ Added +1,162,839+1.2m
WELLS FARGO & COMPANY/MN Added +1,034,716+1.0m
ENVESTNET ASSET MANAGEMENT INC Added +989,409+989.4k
Focus Partners Wealth Added +928,254+928.3k
BlackRock, Inc. Added +882,228+882.2k
Matson Money. Inc. Added +767,341+767.3k
Kestra Advisory Services, LLC Added +671,453+671.5k
STIFEL FINANCIAL CORP Added +648,875+648.9k

Biggest sellers

CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -7,295,975-7.3m
GOLDMAN SACHS GROUP INC Reduced -2,973,156-3.0m
AMERIPRISE FINANCIAL INC Reduced -2,752,960-2.8m
JPMORGAN CHASE & CO Reduced -1,296,175-1.3m
Dynasty Wealth Management, LLC Reduced -1,182,327-1.2m
Quotient Wealth Partners, LLC Reduced -1,169,486-1.2m
SONA ASSET MANAGEMENT (US) LLC Reduced -1,015,546-1.0m
Meeder Advisory Services, Inc. Reduced -925,432-925.4k
Arax Advisory Partners Reduced -616,793-616.8k
Legal & General Group Plc Sold out -570,062-570.1k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.17% of their portfolio CHICAGO, IL 24,747,40624.7m $1.3bn $1.3bn 0.17% Added +210.6k +210,601
2 Matson Money. Inc. 24.00% of their portfolio MASON, OH 14,888,81514.9m $782.6m $782.6m 24.00% Added +767.3k +767,341
3 BlackRock, Inc. 0.01% of their portfolio New York, NY 12,739,10812.7m $669.6m $669.6m 0.01% Added +882.2k +882,228
4 EP Wealth Advisors, LLC 3.03% of their portfolio TORRANCE, CA 11,720,72911.7m $616.0m $616.0m 3.03% Added +1.2m +1,203,630
5 AMERIPRISE FINANCIAL INC 0.13% of their portfolio MINNEAPOLIS, MN 10,444,92910.4m $550.5m $550.5m 0.13% Reduced -2.8m -2,752,960
6 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 9,006,3029.0m $473.4m $473.4m 0.03% Added +1.2m +1,162,839
7 MORGAN STANLEY 0.03% of their portfolio NEW YORK, NY 8,946,9368.9m $470.3m $470.3m 0.03% Added +350.7k +350,669
8 ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio Berwyn, PA 7,001,3247.0m $368.0m $368.0m 0.10% Added +989.4k +989,409
9 BARINGS LLC 5.80% of their portfolio CHARLOTTE, NC 6,840,0276.8m $359.5m $359.5m 5.80% Unchanged
10 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 6,131,7876.1m $322.3m $322.3m 0.04% Reduced -3.0m -2,973,156
11 Pure Financial Advisors, LLC 4.60% of their portfolio SAN DIEGO, CA 6,092,4756.1m $320.2m $320.2m 4.60% Added +456.9k +456,944
12 UBS Group AG 0.05% of their portfolio ZURICH, V8 5,502,7295.5m $289.2m $289.2m 0.05% Added +550.8k +550,835
13 CAPTRUST FINANCIAL ADVISORS 0.50% of their portfolio RALEIGH, NC 5,486,2925.5m $288.4m $288.4m 0.50% Added +647.6k +647,578
14 ALLSTATE CORP 2.79% of their portfolio NORTHBROOK, IL 4,962,2535.0m $260.8m $260.8m 2.79% Reduced -302.9k -302,944
15 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 4,686,2504.7m $246.3m $246.3m 0.05% Added +1.0m +1,034,716
16 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 4,213,3824.2m $221.5m $221.5m 0.07% Added +392.6k +392,619
17 STIFEL FINANCIAL CORP 0.20% of their portfolio ST. LOUIS, MO 4,135,7874.1m $217.4m $217.4m 0.20% Added +648.9k +648,875
18 PNC Financial Services Group, Inc. 0.12% of their portfolio Pittsburgh, PA 3,814,0003.8m $200.5m $200.5m 0.12% Added +27.3k +27,264
19 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio SAN FRANCISCO, CA 3,797,8433.8m $199.6m $199.6m 0.03% Reduced -7.3m -7,295,975
20 Members Trust Co 5.67% of their portfolio TAMPA, FL 3,244,4333.2m $170.5m $170.5m 5.67% Added +183.6k +183,586
21 Focus Partners Wealth 0.18% of their portfolio ST LOUIS, MO 3,049,0843.0m $161.0m $161.0m 0.18% Added +928.3k +928,254
22 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 3,001,8453.0m $157.8m $157.8m 0.04% Added +13.8k +13,806
23 COMMONWEALTH EQUITY SERVICES, LLC 0.22% of their portfolio WALTHAM, MA 2,975,9693.0m $156.4m $156.4m 0.22% Added +139.0k +139,002
24 PRUDENTIAL FINANCIAL INC 0.16% of their portfolio NEWARK, NJ 2,457,5692.5m $129.2m $129.2m 0.16% Added +2.1m +2,062,569
25 TRUIST FINANCIAL CORP 0.17% of their portfolio CHARLOTTE, NC 2,416,3192.4m $127.0m $127.0m 0.17% Added +103.3k +103,316
26 FLPUTNAM INVESTMENT MANAGEMENT CO 1.89% of their portfolio PORTLAND, ME 2,408,9992.4m $126.6m $126.6m 1.89% Added +86.1k +86,129
27 FMR LLC 0.01% of their portfolio BOSTON, MA 2,348,5852.3m $123.4m $123.4m 0.01% Reduced -37.1k -37,080
28 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,130,3622.1m $112.0m $112.0m 0.02% Added +18.3k +18,334
29 Composition Wealth, LLC 1.50% of their portfolio LOS ANGELES, CA 2,079,5252.1m $109.3m $109.3m 1.50% Added +143.9k +143,855
30 Point72 Asset Management, L.P. 0.19% of their portfolio STAMFORD, CT 2,028,5002.0m $106.6m $106.6m 0.19% Added +150.0k +150,000
31 KEYBANK NATIONAL ASSOCIATION/OH 0.38% of their portfolio BROOKLYN, OH 1,954,7132.0m $102.7m $102.7m 0.38% Added +147.5k +147,519
32 Haverford Trust Co 0.93% of their portfolio Radnor, PA 1,935,0291.9m $101.7m $101.7m 0.93% Added +93.4k +93,366
33 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 1,828,4651.8m $96.1m $96.1m 0.10% Added +58.5k +58,517
34 Busey Bank 2.60% of their portfolio URBANA, IL 1,821,3391.8m $95.7m $95.7m 2.60% Added +19.2k +19,164
35 Parkside Investments, LLC 11.26% of their portfolio DEERFIELD, IL 1,763,3331.8m $92.7m $92.7m 11.26% Added +158.3k +158,277
36 Williams Jones Wealth Management, LLC. 1.13% of their portfolio NEW YORK, NY 1,750,3601.8m $92.0m $92.0m 1.13% Added +8.6k +8,591
37 MAI Capital Management 0.51% of their portfolio INDEPENDENCE, OH 1,722,2561.7m $90.5m $90.5m 0.51% Added +150.0k +149,957
38 ASSETMARK, INC 0.18% of their portfolio CONCORD, CA 1,691,6331.7m $88.9m $88.9m 0.18% Added +81.7k +81,706
39 MML INVESTORS SERVICES, LLC 0.23% of their portfolio SPRINGFIELD, MA 1,596,4731.6m $83.9m $83.9m 0.23% Reduced -30.8k -30,772
40 One Capital Management, LLC 2.27% of their portfolio WESTLAKE VILLAGE, CA 1,571,9111.6m $82.6m $82.6m 2.27% Added +196.4k +196,411
41 RiverFront Investment Group, LLC 1.27% of their portfolio RICHMOND, VA 1,556,1151.6m $81.8m $81.8m 1.27% Added +187.8k +187,805
42 Destination Wealth Management 2.11% of their portfolio Walnut Creek, CA 1,548,5291.5m $81.4m $81.4m 2.11% Added +47.8k +47,815
43 JPMORGAN CHASE & CO 0.01% of their portfolio NEW YORK, NY 1,482,8661.5m $77.7m $77.7m 0.01% Reduced -1.3m -1,296,175
44 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.39% of their portfolio Stamford, CT 1,460,2561.5m $76.8m $76.8m 0.39% Added +43.1k +43,099
45 Cetera Investment Advisers 0.08% of their portfolio SCHAUMBURG, IL 1,367,0191.4m $71.9m $71.9m 0.08% Added +74.6k +74,637
46 Mariner, LLC 0.08% of their portfolio Overland Park, KS 1,342,6381.3m $70.6m $70.6m 0.08% Added +31.0k +30,994
47 US BANCORP \DE\ 0.08% of their portfolio MINNEAPOLIS, MN 1,293,4271.3m $68.0m $68.0m 0.08% Added +42.6k +42,599
48 SONA ASSET MANAGEMENT (US) LLC 2.53% of their portfolio NEW YORK, NY 1,254,4541.3m $65.9m $65.9m 2.53% Reduced -1.0m -1,015,546
49 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 1,106,6691.1m $58.2m $58.2m 0.02% Added +261.3k +261,278
50 SUMITOMO MITSUI FINANCIAL GROUP, INC. 1.11% of their portfolio TOKYO, M0 1,039,6701.0m $54.6m $54.6m 1.11% Reduced -14.6k -14,588
51 PALISADE CAPITAL MANAGEMENT, LP 1.76% of their portfolio FORT LEE, NJ 1,007,6821.0m $53.0m $53.0m 1.76% Added +321.5k +321,501
52 Dakota Wealth Management 1.13% of their portfolio PALM BEACH GARDENS, FL 991,241991.2k $52.1m $52.1m 1.13% Added +68.8k +68,765
53 TD PRIVATE CLIENT WEALTH LLC 1.08% of their portfolio NEW YORK, NY 987,732987.7k $51.9m $51.9m 1.08% Added +172.4k +172,446
54 Sumitomo Mitsui Trust Group, Inc. 0.03% of their portfolio CHIYODA-KU, TOKYO, M0 987,000987.0k $51.9m $51.9m 0.03% Reduced -107.5k -107,500
55 GREENWOOD GEARHART LLC 2.80% of their portfolio FAYETTEVILLE, AR 985,453985.5k $51.8m $51.8m 2.80% Added +56.5k +56,469
56 BENJAMIN EDWARDS INC 0.51% of their portfolio Clayton, MO 982,165982.2k $51.6m $51.6m 0.51% Added +444.0k +443,959
57 Kestra Advisory Services, LLC 0.19% of their portfolio AUSTIN, TX 966,218966.2k $50.8m $50.8m 0.19% Added +671.5k +671,453
58 Cerity Partners LLC 0.07% of their portfolio NEW YORK, NY 950,858950.9k $50.0m $50.0m 0.07% Added +67.9k +67,903
59 Zurich Insurance Group Ltd/FI 0.37% of their portfolio ZURICH, V8 894,272894.3k $47.0m $47.0m 0.37% Unchanged
60 Bangor Savings Bank 3.66% of their portfolio BANGOR, ME 871,116871.1k $45.8m $45.8m 3.66% Added +29.5k +29,491
61 CUTLER INVESTMENT COUNSEL LLC 4.62% of their portfolio Jacksonville, OR 853,088853.1k $44.8m $44.8m 4.62% Added +12.6k +12,649
62 Fiduciary Trust Co 0.53% of their portfolio Boston, MA 845,970846.0k $44.5m $44.5m 0.53% Reduced -8.5k -8,515
63 Janney Montgomery Scott LLC 0.11% of their portfolio PHILADELPHIA, PA 826,787826.8k $43.5m $43.5m 0.11% Added +30.0k +30,034
64 RITHOLTZ WEALTH MANAGEMENT 0.75% of their portfolio NEW YORK, NY 821,050821.0k $43.2m $43.2m 0.75% Added +41.4k +41,367
65 RAFFA WEALTH MANAGEMENT, LLC 6.67% of their portfolio WASHINGTON, DC 812,876812.9k $42.7m $42.7m 6.67% Added +119.4k +119,406
66 Pathstone Holdings, LLC 0.17% of their portfolio ENGLEWOOD, NJ 791,127791.1k $41.6m $41.6m 0.17% Added +27.3k +27,268
67 PDS Planning, Inc 2.66% of their portfolio DUBLIN, OH 768,523768.5k $40.4m $40.4m 2.66% Added +39.1k +39,127
68 Stockman Wealth Management, Inc. 4.27% of their portfolio BILLINGS, MT 735,698735.7k $38.7m $38.7m 4.27% Added +61.6k +61,563
69 Clearwater Capital Advisors, LLC 3.12% of their portfolio HOFFMAN ESTATES, IL 734,445734.4k $38.6m $38.6m 3.12% Reduced -34.8k -34,803
70 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.08% of their portfolio PLYMOUTH, MN 729,994730.0k $38.3m $38.3m 0.08% Added +56.6k +56,581
71 Nelson Capital Management, LLC 4.65% of their portfolio MENLO PARK, CA 724,911724.9k $38.1m $38.1m 4.65% Added +64.3k +64,309
72 OSAIC HOLDINGS, INC. 0.05% of their portfolio SCOTTSDALE, AZ 689,328689.3k $36.2m $36.2m 0.05% Reduced -193.2k -193,169
73 Parallel Advisors, LLC 0.62% of their portfolio SAN FRANCISCO, CA 655,468655.5k $34.5m $34.5m 0.62% Added +369.3k +369,284
74 Schaeffer Financial LLC 28.73% of their portfolio Rockville, MD 649,372649.4k $34.1m $34.1m 28.73% Added +39.3k +39,332
75 Rockefeller Capital Management L.P. 0.06% of their portfolio NEW YORK, NY 647,210647.2k $34.0m $34.0m 0.06% Added +22.9k +22,939
76 MONOGRAPH WEALTH ADVISORS, LLC 3.17% of their portfolio MANHATTAN BEACH, CA 636,594636.6k $33.5m $33.5m 3.17% Added +71.5k +71,550
77 Envestnet Portfolio Solutions, Inc. 0.18% of their portfolio BERWYN, PA 620,262620.3k $32.6m $32.6m 0.18% Reduced -8.3k -8,318
78 LEAVELL INVESTMENT MANAGEMENT, INC. 1.30% of their portfolio MOBILE, AL 602,484602.5k $31.7m $31.7m 1.30% Added +50.4k +50,356
79 ARKANSAS FINANCIAL GROUP, INC. 4.32% of their portfolio LITTLE ROCK, AR 589,543589.5k $31.0m $31.0m 4.32% Reduced -10.6k -10,625
80 NorthCoast Asset Management LLC 0.71% of their portfolio STAMFORD, CT 582,929582.9k $30.6m $30.6m 0.71% Added +301.4k +301,365
81 NewSquare Capital LLC 2.66% of their portfolio NEWTOWN SQUARE, PA 580,167580.2k $30.5m $30.5m 2.66% Added +59.7k +59,661
82 Chicago Partners Investment Group LLC 0.67% of their portfolio CHICAGO, IL 569,762569.8k $30.0m $30.0m 0.67% Added +51.1k +51,100
83 Prime Capital Investment Advisors, LLC 0.35% of their portfolio OVERLAND PARK, KS 569,198569.2k $29.9m $29.9m 0.35% Added +14.5k +14,546
84 STEPHENS INC /AR/ 0.37% of their portfolio LITTLE ROCK, AR 565,737565.7k $29.7m $29.7m 0.37% Reduced -10.3k -10,272
85 RENAISSANCE TECHNOLOGIES LLC 0.04% of their portfolio NEW YORK, NY 544,563544.6k $28.6m $28.6m 0.04% Added +456.3k +456,301
86 Klaas Financial Asset Advisors, LLC 3.91% of their portfolio LOVES PARK, IL 538,501538.5k $28.3m $28.3m 3.91% Reduced -519.8k -519,781
87 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 519,996520.0k $27.3m $27.3m 0.01% Added +76.2k +76,230
88 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.17% of their portfolio IRVING, TX 514,896514.9k $27.0m $27.0m 0.17% Reduced -49.2k -49,195
89 OneDigital Investment Advisors LLC 0.26% of their portfolio OVERLAND PARK, KS 508,965509.0k $26.8m $26.8m 0.26% Reduced -18.8k -18,772
90 Beacon Pointe Advisors, LLC 0.14% of their portfolio NEWPORT BEACH, CA 500,718500.7k $26.3m $26.3m 0.14% Reduced -17.9k -17,913
91 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.33% of their portfolio CINCINNATI, OH 489,825489.8k $25.7m $25.7m 0.33% Reduced -22.2k -22,191
92 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 484,583484.6k $25.5m $25.5m 0.04% Added +97.1k +97,058
93 DT Investment Partners, LLC 2.09% of their portfolio CHADDS FORD, PA 477,357477.4k $25.1m $25.1m 2.09% Added +2.4k +2,383
94 Lutz Financial Services LLC 1.68% of their portfolio OMAHA, NE 475,169475.2k $25.0m $25.0m 1.68% Reduced -11.6k -11,586
95 Fiduciary Group, LLC 2.13% of their portfolio SAVANNAH, GA 473,633473.6k $24.9m $24.9m 2.13% Added +21.2k +21,165
96 Wellington Grp LLC 7.61% of their portfolio INDIANAPOLIS, IN 470,262470.3k $24.7m $24.7m 7.61% Added +39.4k +39,420
97 ARCH CAPITAL GROUP LTD. 8.50% of their portfolio PEMBROKE, D0 469,378469.4k $24.7m $24.7m 8.50% Unchanged
98 AE Wealth Management LLC 0.13% of their portfolio TOPEKA, KS 453,296453.3k $23.8m $23.8m 0.13% Added +167.9k +167,860
99 LAZARD ASSET MANAGEMENT LLC 0.04% of their portfolio NEW YORK, NY 447,444447.4k $23.5m $23.5m 0.04% Added +2.5k +2,523
100 Courage Miller Partners, LLC 6.64% of their portfolio NORFOLK, VA 447,305447.3k $23.5m $23.5m 6.64% Added +11.4k +11,432