Vault-13

ISHARES TR IGLB

10+ YR INVST GRD · ETP · CUSIP 464289511

214 institutional holders -8 vs Q1 2025
92,205,50192.2m shares reported held*
$1.7bnreported value*
21 new 72 added 91 reduced 29 sold out net sold ≈ $306.4m (+52.1m 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 ($490.9k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.24. Options: 2 managers hold calls ($3.7m notional), 2 hold puts ($2.6m).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 129Q4 22: 142Q1 23: 136Q2 23: 146Q3 23: 152Q4 23: 178Q1 24: 186Q2 24: 181Q3 24: 195Q4 24: 228Q1 25: 222Q2 25: 214214Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022129
Q4 2022142
Q1 2023136
Q2 2023146
Q3 2023152
Q4 2023178
Q1 2024186
Q2 2024181
Q3 2024195
Q4 2024228
Q1 2025222
Q2 2025214

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 23: 79 bought or addedQ3 23: 51 cut or sold outQ4 23: 88 bought or addedQ4 23: 70 cut or sold outQ4 23Q1 24: 95 bought or addedQ1 24: 86 cut or sold outQ2 24: 89 bought or addedQ2 24: 86 cut or sold outQ2 24Q3 24: 109 bought or addedQ3 24: 79 cut or sold outQ4 24: 121 bought or addedQ4 24: 73 cut or sold outQ4 24Q1 25: 107 bought or addedQ1 25: 105 cut or sold outQ2 25: 93 bought or addedQ2 25: 120 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 20237951
Q4 20238870
Q1 20249586
Q2 20248986
Q3 202410979
Q4 202412173
Q1 2025107105
Q2 202593120

Calls vs puts

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

CallsPuts
$0$2m$4m$6mQ3 24 calls: $5.3mQ3 24 puts: $3.6mQ3 24P/C 0.68Q4 24 calls: $5.2mQ4 24 puts: $3.0mQ4 24P/C 0.59Q1 25 calls: $2.6mQ1 25 puts: $2.4mQ1 25P/C 0.93Q2 25 calls: $3.7mQ2 25 puts: $2.6mQ2 25P/C 0.71
Numbers
QuarterCallsPutsP/C
Q3 2024$5.3m$3.6m0.68
Q4 2024$5.2m$3.0m0.59
Q1 2025$2.6m$2.4m0.93
Q2 2025$3.7m$2.6m0.71

Biggest buyers

Gallagher Fiduciary Advisors, LLC Added +58,277,015+58.3m
MA Private Wealth New +354,405+354.4k
Motley Fool Wealth Management, LLC New +255,261+255.3k
Horizon Investments, LLC Added +155,476+155.5k
Onyx Bridge Wealth Group LLC New +117,215+117.2k
OSAIC HOLDINGS, INC. Added +117,165+117.2k
CITADEL ADVISORS LLC New +105,790+105.8k
NewEdge Advisors, LLC Added +90,907+90.9k
Bank of New York Mellon Corp Added +67,259+67.3k
Advisors Capital Management, LLC Added +64,019+64.0k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -1,410,100-1.4m
RiverFront Investment Group, LLC Reduced -1,155,389-1.2m
AMERIPRISE FINANCIAL INC Reduced -665,395-665.4k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -581,594-581.6k
RAYMOND JAMES FINANCIAL INC Reduced -432,713-432.7k
Tennessee Valley Asset Management Partners Sold out -391,992-392.0k
Legal & General Group Plc Sold out -382,081-382.1k
San Luis Wealth Advisors LLC Sold out -264,940-264.9k
LPL Financial LLC Reduced -235,352-235.4k
NorthCoast Asset Management LLC Reduced -210,700-210.7k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $2.7m53.8k shares
CITADEL ADVISORS LLC Added $1.0m20.8k shares

Biggest puts

CITADEL ADVISORS LLC Added $1.9m38.8k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $697.9k13.9k shares

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.

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution +3.4 pts · filed 2026-10-05 10.3% +3.4 pts 5.6m≈ $281.0m 2026-10-05

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Gallagher Fiduciary Advisors, LLC 0.05% of their portfolio ROLLING MEADOWS, IL 58,721,01258.7m $1.2m $1.2m 0.05% Added +58.3m +58,277,015
2 PRUDENTIAL PLC 0.92% of their portfolio LONDON, X0 3,003,3013.0m $150.8m $150.8m 0.92% Added +35.5k +35,522
3 BlackRock, Inc. 0.00% of their portfolio New York, NY 2,892,4722.9m $145.2m $145.2m 0.00% Reduced -28.1k -28,080
4 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 2,743,4522.7m $137.7m $137.7m 0.04% Reduced -1.4m -1,410,100
5 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,613,7572.6m $131.2m $131.2m 0.01% Reduced -130.4k -130,445
6 Kestra Investment Management, LLC 2.01% of their portfolio AUSTIN, TX 2,592,2792.6m $130.2m $130.2m 2.01% Reduced -33.2k -33,245
7 Allianz Investment Management U.S. LLC 3.53% of their portfolio Minneapolis, MN 1,622,0001.6m $81.4m $81.4m 3.53% Unchanged
8 ASSETMARK, INC 0.18% of their portfolio CONCORD, CA 1,504,4811.5m $75.5m $75.5m 0.18% Reduced -175.8k -175,770
9 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 944,400944.4k $47.4m $47.4m 0.01% Reduced -665.4k -665,395
10 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 832,270832.3k $41.8m $41.8m 0.01% Reduced -235.4k -235,352
11 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 781,587781.6k $39.2m $39.2m 0.01% Added +17.5k +17,531
12 Bank of New York Mellon Corp 0.01% of their portfolio NEW YORK, NY 749,465749.5k $37.6m $37.6m 0.01% Added +67.3k +67,259
13 SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio London, X0 723,556723.6k $36.0m $36.0m 0.03% Reduced -581.6k -581,594
14 RiverFront Investment Group, LLC 0.71% of their portfolio RICHMOND, VA 722,370722.4k $36.3m $36.3m 0.71% Reduced -1.2m -1,155,389
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 574,641574.6k $28.9m $28.9m 0.00% Reduced -70.7k -70,746
16 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 570,973571.0k $28.7m $28.7m 0.01% Reduced -432.7k -432,713
17 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 560,208560.2k $28.1m $28.1m 0.00% Added +50.4k +50,391
18 Horizon Investments, LLC 0.40% of their portfolio Charlotte, NC 502,197502.2k $25.0m $25.0m 0.40% Added +155.5k +155,476
19 Insight Wealth Strategies, LLC 2.81% of their portfolio SAN RAMON, CA 443,328443.3k $22.2m $22.2m 2.81% Added +5.0k +5,001
20 Advisors Capital Management, LLC 0.29% of their portfolio RIDGEWOOD, NJ 415,331415.3k $20.9m $20.9m 0.29% Added +64.0k +64,019
21 NYL Investors LLC 5.35% of their portfolio NEW YORK, NY 386,496386.5k $19.4m $19.4m 5.35% Added +5.5k +5,496
22 UBS Group AG 0.00% of their portfolio ZURICH, V8 381,346381.3k $19.1m $19.1m 0.00% Reduced -33.8k -33,790
23 OSAIC HOLDINGS, INC. 0.03% of their portfolio SCOTTSDALE, AZ 362,211362.2k $18.2m $18.2m 0.03% Added +117.2k +117,165
24 MA Private Wealth 3.18% of their portfolio SAN CARLOS, CA 354,405354.4k $17.8m $17.8m 3.18% New
25 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 351,013351.0k $17.6m $17.6m 0.03% Unchanged
26 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 307,410307.4k $15.4m $15.4m 0.02% Reduced -139.5k -139,539
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 287,842287.8k $14.5m $14.5m 0.00% Reduced -83.3k -83,309
28 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 284,846284.8k $14.3m $14.3m 0.02% Added +19.9k +19,904
29 Betterment LLC 0.03% of their portfolio NEW YORK, NY 267,491267.5k $13.4m $13.4m 0.03% Added +24.2k +24,209
30 Motley Fool Wealth Management, LLC 0.77% of their portfolio ALEXANDRIA, VA 255,261255.3k $12.8m $12.8m 0.77% New
31 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 225,310225.3k $11.3m $11.3m 0.03% Reduced -54.8k -54,791
32 Klaas Financial Asset Advisors, LLC 1.74% of their portfolio LOVES PARK, IL 218,809218.8k $11.0m $11.0m 1.74% Added +5.2k +5,224
33 Fund Evaluation Group, LLC 0.39% of their portfolio CINCINNATI, OH 202,218202.2k $10.2m $10.2m 0.39% Unchanged
34 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 196,210196.2k $9.9m $9.9m 0.01% Added +37.2k +37,237
35 WESPAC Advisors SoCal, LLC 2.19% of their portfolio Pasadena, CA 195,037195.0k $9.8m $9.8m 2.19% Added +15.4k +15,388
36 Eley Financial Management, Inc 3.76% of their portfolio SOUTH BURLINGTON, VT 194,902194.9k $9.8m $9.8m 3.76% Added +503 +503
37 BNP PARIBAS FINANCIAL MARKETS 0.01% of their portfolio PARIS, I0 164,127164.1k $8.2m $8.2m 0.01% Reduced -4 -4
38 REGIONS FINANCIAL CORP 0.06% of their portfolio BIRMINGHAM, AL 160,136160.1k $8.0m $8.0m 0.06% Added +370 +370
39 Hennion & Walsh Asset Management, Inc. 0.32% of their portfolio Parsippany, NJ 156,329156.3k $7.8m $7.8m 0.32% Added +10.0k +10,031
40 KEYBANK NATIONAL ASSOCIATION/OH 0.03% of their portfolio BROOKLYN, OH 154,294154.3k $7.7m $7.7m 0.03% Reduced -1.6k -1,634
41 Mittelman Wealth Management 6.01% of their portfolio ANDOVER, MA 141,922141.9k $7.1m $7.1m 6.01% Reduced -9.4k -9,362
42 Integrated Wealth Concepts LLC 0.07% of their portfolio WALTHAM, MA 131,220131.2k $6.6m $6.6m 0.07% Reduced -79.0k -78,993
43 Envestnet Portfolio Solutions, Inc. 0.02% of their portfolio BERWYN, PA 127,942127.9k $6.4m $6.4m 0.02% Reduced -5.8k -5,792
44 Carolina Wealth Advisors, LLC 3.14% of their portfolio MYRTLE BEACH, SC 126,888126.9k $6.4m $6.4m 3.14% Reduced -7.4k -7,445
45 CW Advisors, LLC 0.06% of their portfolio BOSTON, MA 125,731125.7k $6.3m $6.3m 0.06% Added +7.7k +7,693
46 Cosner Financial Group, LLC 3.50% of their portfolio WINDSOR, CO 125,015125.0k $6.3m $6.3m 3.50% Added +6.6k +6,597
47 SlateStone Wealth, LLC 0.58% of their portfolio JUPITER, FL 123,819123.8k $6.2m $6.2m 0.58% Reduced -18.0k -17,967
48 Janney Montgomery Scott LLC 0.02% of their portfolio PHILADELPHIA, PA 117,259117.3k $5.9m $5.9m 0.02% Reduced -139.9k -139,852
49 Onyx Bridge Wealth Group LLC 0.78% of their portfolio TARRYTOWN, NY 117,215117.2k $5.9m $5.9m 0.78% New
50 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 105,790105.8k $5.3m $5.3m 0.00% New
51 Wealthcare Advisory Partners LLC 0.12% of their portfolio WEST CHESTER, PA 101,693101.7k $5.1m $5.1m 0.12% Added +2.0k +1,993
52 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 95,04395.0k $4.8m $4.8m 0.02% Added +90.9k +90,907
53 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 92,19192.2k $4.6m $4.6m 0.01% Reduced -2.4k -2,403
54 Investors Research Corp 0.83% of their portfolio ATLANTA, GA 83,81883.8k $4.2m $4.2m 0.83% Added +7.9k +7,883
55 MCF Advisors LLC 0.26% of their portfolio LEXINGTON, KY 76,87276.9k $3.9m $3.9m 0.26% Added +56.6k +56,561
56 Pinnacle Family Advisors, LLC 1.81% of their portfolio Springfield, MO 74,91974.9k $3.7m $3.7m 1.81% Added +631 +631
57 OneDigital Investment Advisors LLC 0.04% of their portfolio OVERLAND PARK, KS 63,70163.7k $3.2m $3.2m 0.04% Reduced -160.1k -160,105
58 CoreCap Advisors, LLC 0.12% of their portfolio SOUTHFIELD, MI 59,55659.6k $3.0m $3.0m 0.12% Added +5.0k +4,958
59 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 58,27058.3k $2.9m $2.9m 0.01% Reduced -17.4k -17,394
60 Checchi Capital Advisers, LLC 0.20% of their portfolio BEVERLY HILLS, CA 57,84157.8k $2.9m $2.9m 0.20% Added +4.5k +4,466
61 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 52,31452.3k $2.6m $2.6m 0.00% Reduced -89.0k -88,956
62 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 49,74249.7k $2.5m $2.5m 0.02% Reduced -14.8k -14,817
63 Trajan Wealth LLC 0.12% of their portfolio SCOTTSDALE, AZ 49,51749.5k $2.5m $2.5m 0.12% Added +2.5k +2,513
64 TITLEIST ASSET MANAGEMENT, LLC 0.24% of their portfolio SAN ANTONIO, TX 48,28148.3k $2.4m $2.4m 0.24% Reduced -1.2k -1,249
65 LaSalle St. Investment Advisors, LLC 0.65% of their portfolio ELMHURST, IL 46,96547.0k $2.4m $2.4m 0.65% Reduced -94 -94
66 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 40,08840.1k $2.0m $2.0m 0.01% Reduced -3.3k -3,293
67 Strive Asset Management, LLC 1.18% of their portfolio DALLAS, TX 38,96439.0k $2.0m $2.0m 1.18% Added +26.7k +26,668
68 NorthCoast Asset Management LLC 0.01% of their portfolio STAMFORD, CT 34,29834.3k $1.7m $1.7m 0.01% Reduced -210.7k -210,700
69 CROBAN 1.46% of their portfolio FREMONT, OH 34,12334.1k $1.7m $1.7m 1.46% Reduced -468 -468
70 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 33,03833.0k $1.7m $1.7m 0.00% Added +3.1k +3,089
71 FLOW TRADERS U.S. LLC 0.06% of their portfolio NEW YORK, NY 32,10532.1k $1.6m $1.6m 0.06% New
72 LexAurum Advisors, LLC 0.25% of their portfolio OVERLAND PARK, KS 31,75531.8k $1.6m $1.6m 0.25% Unchanged
73 Voya Financial Advisors, Inc. 0.15% of their portfolio WINDSOR, CT 30,43630.4k $1.5m $1.5m 0.15% Reduced -254 -254
74 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 28,75028.8k $1.4m $1.4m 0.00% Added +8.3k +8,303
75 Israel Discount Bank of New York 5.44% of their portfolio NEW YORK, NY 28,51428.5k $1.4m $1.4m 5.44% Added +1.7k +1,724
76 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 28,06428.1k $1.4m $1.4m 0.00% Added +8.4k +8,423
77 RMR Capital Management, LLC 1.00% of their portfolio Tustin, CA 27,94227.9k $1.4m $1.4m 1.00% Added +420 +420
78 ALLSTATE CORP 0.10% of their portfolio NORTHBROOK, IL 27,52827.5k $1.4m $1.4m 0.10% Reduced -187.4k -187,389
79 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 27,01027.0k $1.4m $1.4m 0.00% Reduced -45.9k -45,860
80 Atria Wealth Solutions, Inc. 0.03% of their portfolio NEW YORK, NY 26,85326.9k $1.3m $1.3m 0.03% Reduced -15.6k -15,607
81 Koshinski Asset Management, Inc. 0.09% of their portfolio DECATUR, IL 24,85224.9k $1.2m $1.2m 0.09% Reduced -4.1k -4,132
82 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 24,64924.6k $1.2m $1.2m 0.00% Reduced -445 -445
83 Tranquilli Financial Advisor LLC 0.76% of their portfolio Clinton, NJ 24,59824.6k $1.2m $1.2m 0.76% Added +3.0k +3,046
84 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 24,35124.4k $1.2m $1.2m 0.00% Reduced -1.6k -1,598
85 Global View Capital Management LLC 0.37% of their portfolio WAUKESHA, WI 23,14823.1k $1.2m $1.2m 0.37% Added +3.7k +3,662
86 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 22,62922.6k $1.1m $1.1m 0.00% Reduced -1.0k -1,036
87 Invesco Ltd. 0.00% of their portfolio ATLANTA, GA 21,79721.8k $1.1m $1.1m 0.00% Added +1.3k +1,270
88 Valtrion Capital Management, LLC 1.30% of their portfolio FRANKLIN, TN 21,64621.6k $1.1m $1.1m 1.30% Added +524 +524
89 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 20,50120.5k $1.0m $1.0m 0.00% Reduced -35.3k -35,292
90 Wambolt & Associates, LLC 0.35% of their portfolio LITTLETON, CO 20,45320.5k $1.0m $1.0m 0.35% Reduced -1.5k -1,536
91 Sovran Advisors, LLC 0.10% of their portfolio SAN DIEGO, CA 20,17120.2k $994.6k $994.6k 0.10% Added +11.5k +11,548
92 JAMES INVESTMENT RESEARCH, INC. 0.12% of their portfolio ALPHA, OH 20,11420.1k $1.0m $1.0m 0.12% Reduced -464 -464
93 CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 0.02% of their portfolio BOSTON, MA 20,00020.0k $1.0m $1.0m 0.02% Unchanged
94 INDEPENDENT FINANCIAL GROUP, LLC 0.03% of their portfolio SAN DIEGO, CA 19,38919.4k $973.5k $973.5k 0.03% Added +12.1k +12,140
95 Vantage Financial Partners, LLC 0.22% of their portfolio ELM GROVE, WI 18,59818.6k $933.8k $933.8k 0.22% Reduced -3.0k -3,017
96 Berkeley Capital Partners, LLC 0.24% of their portfolio Milton, GA 18,54018.5k $930.9k $930.9k 0.24% Reduced -30 -30
97 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.01% of their portfolio IRVING, TX 18,42018.4k $924.9k $924.9k 0.01% Reduced -86.8k -86,773
98 SOFI WEALTH, LLC 0.06% of their portfolio SAN FRANCISCO, CA 17,95418.0k $901.5k $901.5k 0.06% Added +7.5k +7,480
99 RHS Financial, LLC 0.51% of their portfolio SAN FRANCISCO, CA 17,91517.9k $899.5k $899.5k 0.51% New
100 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 17,62817.6k $877.3k $877.3k 0.00% Added +8.1k +8,063