Vault-13

ISHARES TR IGSB

ISHS 1-5YR INVS · ETP · CUSIP 464288646

1,014 institutional holders -10 vs Q1 2026
307,362,142307.4m shares reported held*
$16.2bnreported value*
75 new 424 added 334 reduced 79 sold out net bought ≈ $428.3m (+6.9m 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 ($4.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.68.

Trends to Q2 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: 1,024Q2 26: 1,0141,014Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 20261,014

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q1 26: 546 bought or addedQ1 26: 372 cut or sold outQ2 26: 499 bought or addedQ2 26: 413 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024395376
Q4 2024439358
Q1 2025420435
Q2 2025429417
Q3 2025474364
Q4 2025496359
Q1 2026546372
Q2 2026499413

Calls vs puts

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

CallsPuts
$0$200k$400k$600kQ3 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 —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$540.9k$00.00
Q4 2025$528.8k$00.00
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

ALLSTATE CORP Added +4,198,077+4.2m
EP Wealth Advisors, LLC Added +1,989,601+2.0m
NORTHERN TRUST CORP Added +1,504,670+1.5m
BUFFALO BUSINESS & ESTATE SERVICES LTD New +1,190,935+1.2m
WELLS FARGO & COMPANY/MN Added +819,867+819.9k
Focus Partners Wealth Added +616,846+616.8k
Matson Money. Inc. Added +616,217+616.2k
CAPTRUST FINANCIAL ADVISORS Added +599,762+599.8k
CVS HEALTH Corp Added +595,600+595.6k
LPL Financial LLC Added +523,311+523.3k

Biggest sellers

Pure Financial Advisors, LLC Reduced -2,779,151-2.8m
SONA ASSET MANAGEMENT (US) LLC Reduced -1,222,340-1.2m
PALISADE CAPITAL MANAGEMENT, LP Sold out -1,007,682-1.0m
BENJAMIN EDWARDS INC Reduced -929,179-929.2k
STIFEL FINANCIAL CORP Reduced -856,386-856.4k
BANK OF AMERICA CORP /DE/ Reduced -724,977-725.0k
AMERIPRISE FINANCIAL INC Reduced -429,623-429.6k
OneDigital Investment Advisors LLC Reduced -390,080-390.1k
Astoria Strategic Wealth, Inc. Sold out -380,829-380.8k
Kestra Advisory Services, LLC Reduced -295,651-295.7k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 NORTHERN TRUST CORP 0.16% of their portfolio CHICAGO, IL 26,252,07626.3m $1.4bn $1.4bn 0.16% Added +1.5m +1,504,670
2 Matson Money. Inc. 22.65% of their portfolio MASON, OH 15,505,03215.5m $813.1m $813.1m 22.65% Added +616.2k +616,217
3 EP Wealth Advisors, LLC 2.75% of their portfolio TORRANCE, CA 13,710,33013.7m $718.6m $718.6m 2.75% Added +2.0m +1,989,601
4 BlackRock, Inc. 0.01% of their portfolio New York, NY 12,595,32112.6m $660.1m $660.1m 0.01% Reduced -143.8k -143,787
5 AMERIPRISE FINANCIAL INC 0.11% of their portfolio MINNEAPOLIS, MN 10,015,30610.0m $524.2m $524.2m 0.11% Reduced -429.6k -429,623
6 ALLSTATE CORP 4.79% of their portfolio NORTHBROOK, IL 9,160,3309.2m $480.1m $480.1m 4.79% Added +4.2m +4,198,077
7 MORGAN STANLEY 0.02% of their portfolio NEW YORK, NY 8,818,3568.8m $462.2m $462.2m 0.02% Reduced -128.6k -128,580
8 BANK OF AMERICA CORP /DE/ 0.03% of their portfolio CHARLOTTE, NC 8,281,3258.3m $434.0m $434.0m 0.03% Reduced -725.0k -724,977
9 BARINGS LLC 6.36% of their portfolio CHARLOTTE, NC 6,840,0276.8m $358.5m $358.5m 6.36% Unchanged
10 ENVESTNET ASSET MANAGEMENT INC 0.08% of their portfolio Berwyn, PA 6,834,8146.8m $358.2m $358.2m 0.08% Reduced -166.5k -166,510
11 GOLDMAN SACHS GROUP INC 0.04% of their portfolio NEW YORK, NY 6,412,7606.4m $336.1m $336.1m 0.04% Added +281.0k +280,973
12 CAPTRUST FINANCIAL ADVISORS 0.49% of their portfolio RALEIGH, NC 6,086,0546.1m $319.0m $319.0m 0.49% Added +599.8k +599,762
13 UBS Group AG 0.05% of their portfolio ZURICH, V8 5,508,2395.5m $288.7m $288.7m 0.05% Added +5.5k +5,510
14 WELLS FARGO & COMPANY/MN 0.05% of their portfolio SAN FRANCISCO, CA 5,506,1175.5m $288.6m $288.6m 0.05% Added +819.9k +819,867
15 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 4,392,7284.4m $230.2m $230.2m 0.06% Added +179.3k +179,346
16 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.03% of their portfolio SAN FRANCISCO, CA 3,980,1914.0m $208.6m $208.6m 0.03% Added +182.3k +182,348
17 PNC Financial Services Group, Inc. 0.10% of their portfolio Pittsburgh, PA 3,934,4303.9m $206.2m $206.2m 0.10% Added +120.4k +120,430
18 Focus Partners Wealth 0.20% of their portfolio ST LOUIS, MO 3,665,9303.7m $192.1m $192.1m 0.20% Added +616.8k +616,846
19 LPL Financial LLC 0.04% of their portfolio FORT MILL, SC 3,525,1563.5m $184.8m $184.8m 0.04% Added +523.3k +523,311
20 Pure Financial Advisors, LLC 2.21% of their portfolio SAN DIEGO, CA 3,313,3243.3m $173.7m $173.7m 2.21% Reduced -2.8m -2,779,151
21 STIFEL FINANCIAL CORP 0.14% of their portfolio ST. LOUIS, MO 3,279,4013.3m $171.9m $171.9m 0.14% Reduced -856.4k -856,386
22 Members Trust Co 5.22% of their portfolio TAMPA, FL 3,201,8643.2m $167.8m $167.8m 5.22% Reduced -42.6k -42,569
23 COMMONWEALTH EQUITY SERVICES, LLC 0.18% of their portfolio WALTHAM, MA 2,768,6652.8m $145.1m $145.1m 0.18% Reduced -207.3k -207,304
24 FLPUTNAM INVESTMENT MANAGEMENT CO 1.57% of their portfolio PORTLAND, ME 2,508,6772.5m $131.5m $131.5m 1.57% Added +99.7k +99,678
25 TRUIST FINANCIAL CORP 0.15% of their portfolio CHARLOTTE, NC 2,462,1232.5m $129.0m $129.0m 0.15% Added +45.8k +45,804
26 Composition Wealth, LLC 1.48% of their portfolio LOS ANGELES, CA 2,399,3672.4m $125.8m $125.8m 1.48% Added +319.8k +319,842
27 PRUDENTIAL FINANCIAL INC 0.13% of their portfolio NEWARK, NJ 2,330,0322.3m $122.1m $122.1m 0.13% Reduced -127.5k -127,537
28 FMR LLC 0.01% of their portfolio BOSTON, MA 2,245,9182.2m $117.7m $117.7m 0.01% Reduced -102.7k -102,667
29 KEYBANK NATIONAL ASSOCIATION/OH 0.37% of their portfolio BROOKLYN, OH 2,167,4262.2m $113.6m $113.6m 0.37% Added +212.7k +212,713
30 ROYAL BANK OF CANADA 0.02% of their portfolio TORONTO, A6 2,116,2112.1m $110.9m $110.9m 0.02% Reduced -14.2k -14,151
31 Point72 Asset Management, L.P. 0.16% of their portfolio STAMFORD, CT 2,028,5002.0m $106.3m $106.3m 0.16% Unchanged
32 MML INVESTORS SERVICES, LLC 0.21% of their portfolio SPRINGFIELD, MA 1,944,4851.9m $101.9m $101.9m 0.21% Added +348.0k +348,012
33 HighTower Advisors, LLC 0.10% of their portfolio CHICAGO, IL 1,902,1811.9m $99.7m $99.7m 0.10% Added +73.7k +73,716
34 Parkside Investments, LLC 10.90% of their portfolio DEERFIELD, IL 1,876,3031.9m $98.3m $98.3m 10.90% Added +113.0k +112,970
35 Williams Jones Wealth Management, LLC. 1.10% of their portfolio NEW YORK, NY 1,855,8601.9m $97.3m $97.3m 1.10% Added +105.5k +105,500
36 MAI Capital Management 0.37% of their portfolio INDEPENDENCE, OH 1,835,7311.8m $96.2m $96.2m 0.37% Added +113.5k +113,475
37 Busey Bank 2.33% of their portfolio URBANA, IL 1,831,6391.8m $96.0m $96.0m 2.33% Added +10.3k +10,300
38 RiverFront Investment Group, LLC 1.18% of their portfolio RICHMOND, VA 1,704,7711.7m $89.3m $89.3m 1.18% Added +148.7k +148,656
39 ASSETMARK, INC 0.15% of their portfolio CONCORD, CA 1,695,9281.7m $88.9m $88.9m 0.15% Added +4.3k +4,295
40 Haverford Trust Co 0.75% of their portfolio Radnor, PA 1,656,2611.7m $86.8m $86.8m 0.75% Reduced -278.8k -278,768
41 Destination Wealth Management 1.95% of their portfolio Walnut Creek, CA 1,594,2001.6m $83.6m $83.6m 1.95% Added +45.7k +45,671
42 One Capital Management, LLC 2.30% of their portfolio WESTLAKE VILLAGE, CA 1,571,9111.6m $82.6m $82.6m 2.30% Unchanged
43 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.37% of their portfolio Stamford, CT 1,518,8551.5m $79.6m $79.6m 0.37% Added +58.6k +58,599
44 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,476,1041.5m $77.5m $77.5m 0.00% Reduced -6.8k -6,762
45 US BANCORP \DE\ 0.08% of their portfolio MINNEAPOLIS, MN 1,389,3461.4m $72.8m $72.8m 0.08% Added +95.9k +95,919
46 MARYLAND CAPITAL ADVISORS INC. 23.06% of their portfolio CHESTER, MD 1,373,1671.4m $72.0m $72.0m 23.06% First filing
47 Mariner, LLC 0.07% of their portfolio Overland Park, KS 1,334,9851.3m $70.0m $70.0m 0.07% Reduced -7.7k -7,653
48 Cetera Investment Advisers 0.06% of their portfolio SCHAUMBURG, IL 1,302,9601.3m $68.3m $68.3m 0.06% Reduced -64.1k -64,059
49 BUFFALO BUSINESS & ESTATE SERVICES LTD 7.87% of their portfolio ORCHARD PARK, NY 1,190,9351.2m $62.4m $62.4m 7.87% New
50 Dakota Wealth Management 1.11% of their portfolio PALM BEACH GARDENS, FL 1,104,8021.1m $57.9m $57.9m 1.11% Added +113.6k +113,561
51 TD PRIVATE CLIENT WEALTH LLC 1.02% of their portfolio NEW YORK, NY 1,056,8531.1m $55.4m $55.4m 1.02% Added +69.1k +69,121
52 GREENWOOD GEARHART LLC 2.56% of their portfolio FAYETTEVILLE, AR 1,050,2071.1m $55.0m $55.0m 2.56% Added +64.8k +64,754
53 SUMITOMO MITSUI FINANCIAL GROUP, INC. 1.04% of their portfolio TOKYO, M0 1,039,5731.0m $54.5m $54.5m 1.04% Reduced -97 -97
54 OSAIC HOLDINGS, INC. 0.06% of their portfolio SCOTTSDALE, AZ 1,019,3621.0m $53.4m $53.4m 0.06% Added +330.0k +330,034
55 RAFFA WEALTH MANAGEMENT, LLC 6.52% of their portfolio WASHINGTON, DC 987,415987.4k $51.8m $51.8m 6.52% Added +174.5k +174,539
56 Pathstone Holdings, LLC 0.14% of their portfolio ENGLEWOOD, NJ 923,586923.6k $48.4m $48.4m 0.14% Added +132.5k +132,459
57 Bangor Savings Bank 3.50% of their portfolio BANGOR, ME 908,714908.7k $47.6m $47.6m 3.50% Added +37.6k +37,598
58 Janney Montgomery Scott LLC 0.09% of their portfolio PHILADELPHIA, PA 902,951903.0k $47.3m $47.3m 0.09% Added +76.2k +76,164
59 Cerity Partners LLC 0.06% of their portfolio NEW YORK, NY 897,036897.0k $47.0m $47.0m 0.06% Reduced -53.8k -53,822
60 Zurich Insurance Group Ltd/FI 0.33% of their portfolio ZURICH, V8 894,272894.3k $46.9m $46.9m 0.33% Unchanged
61 BANK OF MONTREAL /CAN/ 0.02% of their portfolio TORONTO, A6 890,251890.3k $46.7m $46.7m 0.02% Reduced -216.4k -216,418
62 CVS HEALTH Corp 20.72% of their portfolio WOONSOCKET, RI 890,000890.0k $46.6m $46.6m 20.72% Added +595.6k +595,600
63 CUTLER INVESTMENT COUNSEL LLC 4.35% of their portfolio Jacksonville, OR 881,726881.7k $46.2m $46.2m 4.35% Added +28.6k +28,638
64 RITHOLTZ WEALTH MANAGEMENT 0.67% of their portfolio NEW YORK, NY 858,952859.0k $45.0m $45.0m 0.67% Added +37.9k +37,902
65 Fiduciary Trust Co 0.48% of their portfolio Boston, MA 840,330840.3k $44.0m $44.0m 0.48% Reduced -5.6k -5,640
66 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 840,189840.2k $43.8m $43.8m 0.07% Added +110.2k +110,195
67 Sumitomo Mitsui Trust Group, Inc. 0.02% of their portfolio CHIYODA-KU, TOKYO, M0 815,000815.0k $42.7m $42.7m 0.02% Reduced -172.0k -172,000
68 PDS Planning, Inc 2.43% of their portfolio DUBLIN, OH 801,548801.5k $42.0m $42.0m 2.43% Added +33.0k +33,025
69 Nelson Capital Management, LLC 4.46% of their portfolio MENLO PARK, CA 776,458776.5k $40.7m $40.7m 4.46% Added +51.5k +51,547
70 MONOGRAPH WEALTH ADVISORS, LLC 3.28% of their portfolio MANHATTAN BEACH, CA 761,949761.9k $39.9m $39.9m 3.28% Added +125.4k +125,355
71 Stockman Wealth Management, Inc. 4.06% of their portfolio BILLINGS, MT 749,535749.5k $39.3m $39.3m 4.06% Added +13.8k +13,837
72 Clearwater Capital Advisors, LLC 2.84% of their portfolio HOFFMAN ESTATES, IL 740,410740.4k $38.8m $38.8m 2.84% Added +6.0k +5,965
73 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 732,150732.1k $38.4m $38.4m 0.04% Added +406.7k +406,659
74 IFP Advisors, Inc 0.69% of their portfolio TAMPA, FL 727,413727.4k $38.1m $38.1m 0.69% Added +300.3k +300,268
75 Parallel Advisors, LLC 0.55% of their portfolio SAN FRANCISCO, CA 686,092686.1k $36.0m $36.0m 0.55% Added +30.6k +30,624
76 Schaeffer Financial LLC 27.33% of their portfolio Rockville, MD 674,253674.3k $35.3m $35.3m 27.33% Added +24.9k +24,881
77 Kestra Advisory Services, LLC 0.11% of their portfolio AUSTIN, TX 670,567670.6k $35.1m $35.1m 0.11% Reduced -295.7k -295,651
78 Rockefeller Capital Management L.P. 0.05% of their portfolio NEW YORK, NY 664,743664.7k $34.8m $34.8m 0.05% Added +17.5k +17,533
79 LEAVELL INVESTMENT MANAGEMENT, INC. 1.27% of their portfolio MOBILE, AL 663,554663.6k $34.8m $34.8m 1.27% Added +61.1k +61,070
80 Wharton Business Group, LLC 1.16% of their portfolio MALVERN, PA 662,380662.4k $34.7m $34.7m 1.16% Added +399.0k +399,015
81 NewSquare Capital LLC 2.37% of their portfolio NEWTOWN SQUARE, PA 609,297609.3k $31.9m $31.9m 2.37% Added +29.1k +29,130
82 Envestnet Portfolio Solutions, Inc. 0.15% of their portfolio BERWYN, PA 605,628605.6k $31.7m $31.7m 0.15% Reduced -14.6k -14,634
83 Chicago Partners Investment Group LLC 0.62% of their portfolio CHICAGO, IL 596,458596.5k $31.0m $31.0m 0.62% Added +26.7k +26,696
84 NorthCoast Asset Management LLC 0.68% of their portfolio STAMFORD, CT 588,685588.7k $30.9m $30.9m 0.68% Added +5.8k +5,756
85 ARKANSAS FINANCIAL GROUP, INC. 3.97% of their portfolio LITTLE ROCK, AR 581,391581.4k $30.5m $30.5m 3.97% Reduced -8.2k -8,152
86 LAZARD ASSET MANAGEMENT LLC 0.05% of their portfolio NEW YORK, NY 571,644571.6k $30.0m $30.0m 0.05% Added +124.2k +124,200
87 Prime Capital Investment Advisors, LLC 0.29% of their portfolio OVERLAND PARK, KS 567,579567.6k $29.7m $29.7m 0.29% Reduced -1.6k -1,619
88 FIRST AMERICAN TRUST, FSB 1.77% of their portfolio SANTA ANA, CA 561,393561.4k $29.4m $29.4m 1.77% Added +124.5k +124,499
89 STEPHENS INC /AR/ 0.32% of their portfolio LITTLE ROCK, AR 546,640546.6k $28.6m $28.6m 0.32% Reduced -19.1k -19,097
90 Baird Financial Group, Inc. 0.04% of their portfolio MILWAUKEE, WI 530,389530.4k $27.8m $27.8m 0.04% Added +45.8k +45,806
91 Integrated Wealth Concepts LLC 0.14% of their portfolio WALTHAM, MA 529,579529.6k $27.8m $27.8m 0.14% Added +383.5k +383,477
92 Klaas Financial Asset Advisors, LLC 3.45% of their portfolio LOVES PARK, IL 527,909527.9k $27.7m $27.7m 3.45% Reduced -10.6k -10,592
93 MERCER GLOBAL ADVISORS INC /ADV 0.03% of their portfolio DENVER, CO 513,282513.3k $26.9m $26.9m 0.03% Added +285.2k +285,178
94 Beacon Pointe Advisors, LLC 0.12% of their portfolio NEWPORT BEACH, CA 507,466507.5k $26.6m $26.6m 0.12% Added +6.7k +6,748
95 MEMBERS CAPITAL ADVISORS INC 22.51% of their portfolio MADISON, WI 500,000500.0k $26.2m $26.2m 22.51% First filing
96 DT Investment Partners, LLC 1.94% of their portfolio CHADDS FORD, PA 495,278495.3k $26.0m $26.0m 1.94% Added +17.9k +17,921
97 Wellington Grp LLC 6.74% of their portfolio INDIANAPOLIS, IN 485,916485.9k $25.5m $25.5m 6.74% Added +15.7k +15,654
98 Fiduciary Group, LLC 1.97% of their portfolio SAVANNAH, GA 480,270480.3k $25.2m $25.2m 1.97% Added +6.6k +6,637
99 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.31% of their portfolio CINCINNATI, OH 479,786479.8k $25.1m $25.1m 0.31% Reduced -10.0k -10,039
100 Lutz Financial Services LLC 1.53% of their portfolio OMAHA, NE 478,615478.6k $25.1m $25.1m 1.53% Added +3.4k +3,446