Vault-13

ISHARES TR IGLB

10+ YR INVST GRD · ETP · CUSIP 464289511

233 institutional holders +19 vs Q3 2025
40,595,44640.6m shares reported held*
$2.0bnreported value*
28 new 98 added 59 reduced 17 sold out net bought ≈ $315.8m (+6.2m 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 ($521.1k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $50.46. Options: 2 managers hold calls ($2.7m notional), 0 hold puts (—).

Trends to Q4 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: 214Q3 25: 214Q4 25: 233233Q3 22Q2 23Q1 24Q4 24Q4 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
Q3 2025214
Q4 2025233

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 115 bought or addedQ3 25: 85 cut or sold outQ4 25: 126 bought or addedQ4 25: 76 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20249586
Q2 20248986
Q3 202410979
Q4 202412173
Q1 2025107105
Q2 202593120
Q3 202511585
Q4 202512676

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ1 25 calls: $2.6mQ1 25 puts: $2.4mQ1 25P/C 0.93Q2 25 calls: $3.7mQ2 25 puts: $2.6mQ2 25P/C 0.71Q3 25 calls: $3.9mQ3 25 puts: $881.3kQ3 25P/C 0.23Q4 25 calls: $2.7mQ4 25 puts: $0Q4 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q1 2025$2.6m$2.4m0.93
Q2 2025$3.7m$2.6m0.71
Q3 2025$3.9m$881.3k0.23
Q4 2025$2.7m$00.00

Biggest buyers

Allianz SE New +1,622,000+1.6m
Legal & General Group Plc Added +1,245,201+1.2m
Gallagher Fiduciary Advisors, LLC Added +795,340+795.3k
Liberty Mutual Group Asset Management Inc. New +722,063+722.1k
BANK OF AMERICA CORP /DE/ Added +523,103+523.1k
MORGAN STANLEY Added +492,472+492.5k
MARINER INVESTMENT GROUP LLC New +400,000+400.0k
BlackRock, Inc. Added +334,322+334.3k
Systelligence, LLC New +134,248+134.2k
LPL Financial LLC Added +132,449+132.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -494,956-495.0k
CAPSTONE INVESTMENT ADVISORS, LLC Sold out -159,501-159.5k
AMERIPRISE FINANCIAL INC Reduced -132,835-132.8k
Bank of New York Mellon Corp Reduced -112,333-112.3k
OSAIC HOLDINGS, INC. Reduced -105,693-105.7k
Kestra Investment Management, LLC Reduced -77,763-77.8k
Integrated Wealth Concepts LLC Reduced -54,589-54.6k
Strive Asset Management, LLC Sold out -45,118-45.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -43,206-43.2k
REGIONS FINANCIAL CORP Reduced -41,763-41.8k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.4m27.6k shares
CITADEL ADVISORS LLC Reduced $1.3m25.0k 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.

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 3,641,1093.6m $183.7m $183.7m 0.00% Added +334.3k +334,322
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,334,2393.3m $168.2m $168.2m 0.01% Added +523.1k +523,103
3 PRUDENTIAL PLC 1.23% of their portfolio LONDON, X0 3,053,4273.1m $154.0m $154.0m 1.23% Added +53.2k +53,236
4 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 2,891,9932.9m $145.9m $145.9m 0.04% Reduced -43.2k -43,206
5 Legal & General Group Plc 0.02% of their portfolio London, X0 2,155,7922.2m $108.7m $108.7m 0.02% Added +1.2m +1,245,201
6 Allianz SE 1.05% of their portfolio Munich, 2M 1,622,0001.6m $81.8m $81.8m 1.05% New
7 ASSETMARK, INC 0.15% of their portfolio CONCORD, CA 1,488,1261.5m $75.1m $75.1m 0.15% Added +6.4k +6,438
8 Gallagher Fiduciary Advisors, LLC 2.07% of their portfolio ROLLING MEADOWS, IL 1,264,4051.3m $63.8m $63.8m 2.07% Added +795.3k +795,340
9 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,107,6231.1m $55.9m $55.9m 0.00% Added +492.5k +492,472
10 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,076,0171.1m $54.3m $54.3m 0.01% Added +132.4k +132,449
11 Kestra Investment Management, LLC 1.15% of their portfolio AUSTIN, TX 930,521930.5k $46.9m $46.9m 1.15% Reduced -77.8k -77,763
12 COUNTRY TRUST BANK 0.85% of their portfolio Bloomington, IL 927,000927.0k $46.8m $46.8m 0.85% Unchanged
13 RiverFront Investment Group, LLC 0.67% of their portfolio RICHMOND, VA 801,697801.7k $40.4m $40.4m 0.67% Added +46.5k +46,462
14 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 762,021762.0k $38.4m $38.4m 0.01% Added +21.9k +21,872
15 Liberty Mutual Group Asset Management Inc. 3.47% of their portfolio Boston, MA 722,063722.1k $36.4m $36.4m 3.47% New
16 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 720,795720.8k $36.4m $36.4m 0.01% Reduced -132.8k -132,835
17 SCHRODER INVESTMENT MANAGEMENT GROUP 0.03% of their portfolio London, X0 704,075704.1k $35.7m $35.7m 0.03% Unchanged
18 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 642,139642.1k $32.4m $32.4m 0.01% Added +78.4k +78,406
19 Horizon Investments, LLC 0.33% of their portfolio Charlotte, NC 517,742517.7k $26.1m $26.1m 0.33% Added +7.9k +7,877
20 Advisors Capital Management, LLC 0.29% of their portfolio RIDGEWOOD, NJ 489,818489.8k $24.7m $24.7m 0.29% Added +40.7k +40,664
21 Insight Wealth Strategies, LLC 2.76% of their portfolio SAN RAMON, CA 476,471476.5k $24.0m $24.0m 2.76% Added +15.9k +15,912
22 Tennessee Valley Asset Management Partners 3.05% of their portfolio KNOXVILLE, TN 466,830466.8k $23.6m $23.6m 3.05% Added +26.8k +26,820
23 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 438,254438.3k $22.1m $22.1m 0.00% Reduced -112.3k -112,333
24 MARINER INVESTMENT GROUP LLC 1.18% of their portfolio NEW YORK, NY 400,000400.0k $20.2m $20.2m 1.18% New
25 NYL Investors LLC 6.79% of their portfolio NEW YORK, NY 396,152396.2k $20.0m $20.0m 6.79% Added +7.0k +6,966
26 MA Private Wealth 3.23% of their portfolio SAN CARLOS, CA 383,483383.5k $19.3m $19.3m 3.23% Added +21.3k +21,286
27 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 349,813349.8k $17.6m $17.6m 0.03% Unchanged
28 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 345,252345.3k $17.4m $17.4m 0.02% Added +48.5k +48,540
29 UBS Group AG 0.00% of their portfolio ZURICH, V8 333,742333.7k $16.8m $16.8m 0.00% Reduced -37.4k -37,396
30 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 303,855303.9k $15.3m $15.3m 0.02% Reduced -105.7k -105,693
31 Fund Evaluation Group, LLC 0.50% of their portfolio CINCINNATI, OH 297,113297.1k $15.0m $15.0m 0.50% Unchanged
32 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 293,932293.9k $14.8m $14.8m 0.00% Reduced -495.0k -494,956
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 291,745291.7k $14.7m $14.7m 0.00% Added +13.7k +13,706
34 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 289,366289.4k $14.6m $14.6m 0.02% Reduced -22.3k -22,348
35 Betterment LLC 0.03% of their portfolio NEW YORK, NY 275,576275.6k $13.9m $13.9m 0.03% Added +42.9k +42,869
36 MML INVESTORS SERVICES, LLC 0.03% of their portfolio SPRINGFIELD, MA 246,039246.0k $12.4m $12.4m 0.03% Added +16.4k +16,415
37 Klaas Financial Asset Advisors, LLC 1.71% of their portfolio LOVES PARK, IL 233,778233.8k $11.8m $11.8m 1.71% Added +11.2k +11,249
38 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 213,574213.6k $10.8m $10.8m 0.01% Added +7.8k +7,807
39 Eley Financial Management, Inc 3.73% of their portfolio SOUTH BURLINGTON, VT 205,654205.7k $10.4m $10.4m 3.73% Added +5.3k +5,292
40 Motley Fool Wealth Management, LLC 0.80% of their portfolio ALEXANDRIA, VA 203,302203.3k $10.3m $10.3m 0.80% Reduced -27.8k -27,826
41 RIVERNORTH CAPITAL MANAGEMENT, LLC 0.37% of their portfolio WEST PALM BEACH, FL 155,317155.3k $7.8m $7.8m 0.37% Added +451 +451
42 Hennion & Walsh Asset Management, Inc. 0.27% of their portfolio Parsippany, NJ 155,186155.2k $7.8m $7.8m 0.27% Added +7.0k +6,990
43 Envestnet Portfolio Solutions, Inc. 0.03% of their portfolio BERWYN, PA 152,329152.3k $7.7m $7.7m 0.03% Added +1.2k +1,189
44 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 150,256150.3k $7.6m $7.6m 0.09% Reduced -54.6k -54,589
45 Cosner Financial Group, LLC 3.85% of their portfolio WINDSOR, CO 149,531149.5k $7.5m $7.5m 3.85% Added +3.8k +3,847
46 Mittelman Wealth Management 4.84% of their portfolio ANDOVER, MA 147,643147.6k $7.4m $7.4m 4.84% Added +5.4k +5,382
47 KEYBANK NATIONAL ASSOCIATION/OH 0.03% of their portfolio BROOKLYN, OH 144,309144.3k $7.3m $7.3m 0.03% Added +80 +80
48 WESPAC Advisors SoCal, LLC 1.44% of their portfolio Pasadena, CA 141,056141.1k $7.1m $7.1m 1.44% Reduced -2.5k -2,453
49 HRT FINANCIAL LP 0.03% of their portfolio NEW YORK, NY 138,986139.0k $7.0m $7.0m 0.03% Added +117.8k +117,807
50 Systelligence, LLC 1.29% of their portfolio BLOOMINGTON, MN 134,248134.2k $6.8m $6.8m 1.29% New
51 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 123,272123.3k $6.2m $6.2m 0.01% Reduced -60 -60
52 REGIONS FINANCIAL CORP 0.04% of their portfolio BIRMINGHAM, AL 118,754118.8k $6.0m $6.0m 0.04% Reduced -41.8k -41,763
53 Onyx Bridge Wealth Group LLC 0.63% of their portfolio TARRYTOWN, NY 116,887116.9k $5.9m $5.9m 0.63% Added +105.7k +105,667
54 North Dakota State Investment Board 0.21% of their portfolio BISMARCK, ND 111,002111.0k $5.6m $5.6m 0.21% First filing
55 Wealthcare Advisory Partners LLC 0.11% of their portfolio WEST CHESTER, PA 109,467109.5k $5.5m $5.5m 0.11% Added +2.6k +2,592
56 NorthCoast Asset Management LLC 0.12% of their portfolio STAMFORD, CT 107,967108.0k $5.4m $5.4m 0.12% Added +2.8k +2,812
57 MCF Advisors LLC 0.30% of their portfolio LEXINGTON, KY 107,958108.0k $5.4m $5.4m 0.30% Added +17.1k +17,126
58 CoreCap Advisors, LLC 0.19% of their portfolio SOUTHFIELD, MI 107,338107.3k $5.4m $5.4m 0.19% Added +8.3k +8,350
59 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 100,595100.6k $5.1m $5.1m 0.02% Reduced -387 -387
60 Shum Financial Group, Inc. 3.57% of their portfolio ALAMEDA, CA 98,22398.2k $5.0m $5.0m 3.57% Added +963 +963
61 ALLSTATE CORP 0.07% of their portfolio NORTHBROOK, IL 96,84296.8k $4.9m $4.9m 0.07% Added +38.9k +38,888
62 LaSalle St. Investment Advisors, LLC 0.79% of their portfolio ELMHURST, IL 96,72496.7k $4.9m $4.9m 0.79% Added +35.1k +35,114
63 Investors Research Corp 0.89% of their portfolio ATLANTA, GA 96,18196.2k $4.9m $4.9m 0.89% Added +6.7k +6,659
64 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 95,53995.5k $4.8m $4.8m 0.01% Reduced -1.3k -1,294
65 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 93,17493.2k $4.7m $4.7m 0.01% Added +54.3k +54,268
66 CROBAN 2.27% of their portfolio FREMONT, OH 93,17193.2k $4.7m $4.7m 2.27% Added +41.5k +41,511
67 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 83,55183.6k $4.2m $4.2m 0.01% Added +5.4k +5,407
68 Thoma Capital Management LLC 2.33% of their portfolio TOWSON, MD 80,20980.2k $4.0m $4.0m 2.33% Added +68.3k +68,292
69 TITLEIST ASSET MANAGEMENT, LLC 0.31% of their portfolio SAN ANTONIO, TX 76,13276.1k $3.8m $3.8m 0.31% Added +25.3k +25,294
70 Maia Wealth LLC 0.66% of their portfolio DENVER, CO 75,53075.5k $3.9m $3.9m 0.66% Added +36.5k +36,466
71 Pinnacle Family Advisors, LLC 1.63% of their portfolio Springfield, MO 73,37073.4k $3.7m $3.7m 1.63% Reduced -678 -678
72 Diversify Advisory Services, LLC 0.11% of their portfolio SANDY, UT 70,52270.5k $3.6m $3.6m 0.11% New
73 SlateStone Wealth, LLC 0.26% of their portfolio JUPITER, FL 62,43962.4k $3.1m $3.1m 0.26% Reduced -3.3k -3,331
74 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 60,77260.8k $3.1m $3.1m 0.02% Added +5.7k +5,658
75 KINTRA WEALTH, LLC 0.43% of their portfolio WILLIAMSPORT, PA 60,67860.7k $3.1m $3.1m 0.43% New
76 Checchi Capital Advisers, LLC 0.20% of their portfolio BEVERLY HILLS, CA 58,46758.5k $2.9m $2.9m 0.20% Added +626 +626
77 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 56,56256.6k $2.9m $2.9m 0.00% Added +4.5k +4,476
78 OneDigital Investment Advisors LLC 0.03% of their portfolio OVERLAND PARK, KS 51,51351.5k $2.6m $2.6m 0.03% Reduced -2.8k -2,829
79 THRYVE WEALTH MANAGEMENT LLC 1.28% of their portfolio IRVING, TX 51,34851.3k $2.6m $2.6m 1.28% First filing
80 Trajan Wealth LLC 0.10% of their portfolio SCOTTSDALE, AZ 49,26949.3k $2.5m $2.5m 0.10% Reduced -379 -379
81 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 39,70939.7k $2.0m $2.0m 0.00% Added +11.6k +11,562
82 Kestra Advisory Services, LLC 0.01% of their portfolio AUSTIN, TX 35,72735.7k $1.8m $1.8m 0.01% Reduced -25.5k -25,485
83 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 34,53134.5k $1.7m $1.7m 0.01% Reduced -8.5k -8,492
84 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 32,67832.7k $1.6m $1.6m 0.00% Reduced -120 -120
85 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 31,88631.9k $1.6m $1.6m 0.00% Added +5.2k +5,213
86 Sovran Advisors, LLC 0.13% of their portfolio SAN DIEGO, CA 31,05031.1k $1.6m $1.6m 0.13% Added +1.8k +1,774
87 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 29,54729.5k $1.5m $1.5m 0.00% New
88 SOFI WEALTH, LLC 0.07% of their portfolio SAN FRANCISCO, CA 29,31729.3k $1.5m $1.5m 0.07% Added +4.3k +4,332
89 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 29,12229.1k $1.5m $1.5m 0.00% New
90 Voya Financial Advisors, Inc. 0.14% of their portfolio WINDSOR, CT 28,57628.6k $1.5m $1.5m 0.14% Reduced -5.3k -5,279
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 27,45027.4k $1.4m $1.4m 0.00% Added +1.1k +1,074
92 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 26,37126.4k $1.3m $1.3m 0.02% Added +6.9k +6,919
93 Hilltop Holdings Inc. 0.07% of their portfolio DALLAS, TX 24,23324.2k $1.2m $1.2m 0.07% New
94 Koshinski Asset Management, Inc. 0.08% of their portfolio DECATUR, IL 24,02624.0k $1.2m $1.2m 0.08% Reduced -1.4k -1,358
95 Tranquilli Financial Advisor LLC 0.70% of their portfolio Clinton, NJ 23,89123.9k $1.2m $1.2m 0.70% Reduced -491 -491
96 Valtrion Capital Management, LLC 1.17% of their portfolio FRANKLIN, TN 23,31923.3k $1.2m $1.2m 1.17% Added +2.2k +2,162
97 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 22,84822.8k $1.2m $1.2m 0.00% Reduced -1.8k -1,823
98 RMR Capital Management, LLC 0.78% of their portfolio Tustin, CA 21,45221.5k $1.1m $1.1m 0.78% Reduced -6.5k -6,499
99 Global View Capital Management LLC 0.20% of their portfolio WAUKESHA, WI 20,99521.0k $1.1m $1.1m 0.20% Reduced -866 -866
100 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 20,52520.5k $1.0m $1.0m 0.02% Added +562 +562