Vault-13

ISHARES TR IGLB

10+ YR INVST GRD · ETP · CUSIP 464289511

226 institutional holders -7 vs Q4 2025
99,170,39199.2m shares reported held*
$1.9bnreported value*
28 new 73 added 88 reduced 31 sold out net sold ≈ $99.0m (+58.6m 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 ($731.2k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $18.70. Options: 2 managers hold calls ($3.0m notional), 2 hold puts ($977.7k).

Trends to Q1 2026

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: 233Q1 26: 226226Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026226

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 89 bought or addedQ2 24: 86 cut or sold outQ3 24: 109 bought or addedQ3 24: 79 cut or sold outQ3 24Q4 24: 121 bought or addedQ4 24: 73 cut or sold outQ1 25: 107 bought or addedQ1 25: 105 cut or sold outQ1 25Q2 25: 93 bought or addedQ2 25: 120 cut or sold outQ3 25: 115 bought or addedQ3 25: 85 cut or sold outQ3 25Q4 25: 126 bought or addedQ4 25: 76 cut or sold outQ1 26: 101 bought or addedQ1 26: 119 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 20248986
Q3 202410979
Q4 202412173
Q1 2025107105
Q2 202593120
Q3 202511585
Q4 202512676
Q1 2026101119

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ2 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 0.00Q1 26 calls: $3.0mQ1 26 puts: $977.7kQ1 26P/C 0.32
Numbers
QuarterCallsPutsP/C
Q2 2025$3.7m$2.6m0.71
Q3 2025$3.9m$881.3k0.23
Q4 2025$2.7m$00.00
Q1 2026$3.0m$977.7k0.32

Biggest buyers

Gallagher Fiduciary Advisors, LLC Added +61,940,939+61.9m
HUNTINGTON NATIONAL BANK New +1,384,658+1.4m
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC New +924,345+924.3k
BlackRock, Inc. Added +845,308+845.3k
LPL Financial LLC Added +414,852+414.9k
JANE STREET GROUP, LLC New +267,535+267.5k
Destiny Wealth Partners, LLC New +252,840+252.8k
Klaas Financial Asset Advisors, LLC Added +216,131+216.1k
Horizon Investments, LLC Added +204,787+204.8k
PRUDENTIAL PLC Added +135,659+135.7k

Biggest sellers

COUNTRY TRUST BANK Sold out -927,000-927.0k
Kestra Investment Management, LLC Reduced -911,118-911.1k
Legal & General Group Plc Reduced -877,132-877.1k
Liberty Mutual Group Asset Management Inc. Sold out -722,063-722.1k
ENVESTNET ASSET MANAGEMENT INC Reduced -540,016-540.0k
Tennessee Valley Asset Management Partners Reduced -452,574-452.6k
MORGAN STANLEY Reduced -446,030-446.0k
MARINER INVESTMENT GROUP LLC Sold out -400,000-400.0k
SCHRODER INVESTMENT MANAGEMENT GROUP Reduced -398,926-398.9k
MA Private Wealth Reduced -376,088-376.1k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Added $1.9m37.5k shares
CITADEL ADVISORS LLC Reduced $1.2m23.8k shares

Biggest puts

CITADEL ADVISORS LLC New $694.8k14.0k shares
SUSQUEHANNA INTERNATIONAL GROUP, LLP New $282.9k5.7k 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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Gallagher Fiduciary Advisors, LLC 0.05% of their portfolio ROLLING MEADOWS, IL 63,205,34463.2m $1.3m $1.3m 0.05% Added +61.9m +61,940,939
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 4,486,4174.5m $222.7m $222.7m 0.00% Added +845.3k +845,308
3 PRUDENTIAL PLC 1.20% of their portfolio LONDON, X0 3,189,0863.2m $158.3m $158.3m 1.20% Added +135.7k +135,659
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,156,9843.2m $156.7m $156.7m 0.01% Reduced -177.3k -177,255
5 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,351,9772.4m $116.7m $116.7m 0.03% Reduced -540.0k -540,016
6 Allianz SE 0.89% of their portfolio Munich, 2M 1,622,0001.6m $80.5m $80.5m 0.89% Unchanged
7 ASSETMARK, INC 0.15% of their portfolio CONCORD, CA 1,515,2131.5m $75.2m $75.2m 0.15% Added +27.1k +27,087
8 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,490,8691.5m $74.0m $74.0m 0.02% Added +414.9k +414,852
9 HUNTINGTON NATIONAL BANK 0.38% of their portfolio COLUMBUS, OH 1,384,6581.4m $68.7m $68.7m 0.38% New
10 Legal & General Group Plc 0.01% of their portfolio London, X0 1,278,6601.3m $63.0m $63.0m 0.01% Reduced -877.1k -877,132
11 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.67% of their portfolio MINNEAPOLIS, MN 924,345924.3k $45.9m $45.9m 0.67% New
12 RiverFront Investment Group, LLC 0.66% of their portfolio RICHMOND, VA 856,466856.5k $42.5m $42.5m 0.66% Added +54.8k +54,769
13 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 749,542749.5k $37.2m $37.2m 0.01% Added +28.7k +28,747
14 Horizon Investments, LLC 0.40% of their portfolio Charlotte, NC 722,529722.5k $35.5m $35.5m 0.40% Added +204.8k +204,787
15 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 709,435709.4k $35.2m $35.2m 0.01% Added +67.3k +67,296
16 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 661,593661.6k $32.8m $32.8m 0.00% Reduced -446.0k -446,030
17 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 601,919601.9k $29.9m $29.9m 0.01% Reduced -160.1k -160,102
18 Advisors Capital Management, LLC 0.31% of their portfolio RIDGEWOOD, NJ 535,944535.9k $26.6m $26.6m 0.31% Added +46.1k +46,126
19 Insight Wealth Strategies, LLC 2.75% of their portfolio SAN RAMON, CA 495,996496.0k $24.6m $24.6m 2.75% Added +19.5k +19,525
20 Klaas Financial Asset Advisors, LLC 3.08% of their portfolio LOVES PARK, IL 449,909449.9k $22.3m $22.3m 3.08% Added +216.1k +216,131
21 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 425,561425.6k $21.1m $21.1m 0.00% Reduced -12.7k -12,693
22 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 415,959416.0k $20.6m $20.6m 0.02% Added +70.7k +70,707
23 NYL Investors LLC 7.50% of their portfolio NEW YORK, NY 399,942399.9k $19.8m $19.8m 7.50% Added +3.8k +3,790
24 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 349,813349.8k $17.4m $17.4m 0.03% Unchanged
25 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 312,516312.5k $15.5m $15.5m 0.02% Added +8.7k +8,661
26 UBS Group AG 0.00% of their portfolio ZURICH, V8 307,693307.7k $15.3m $15.3m 0.00% Reduced -26.0k -26,049
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 307,527307.5k $15.2m $15.2m 0.00% Added +13.6k +13,595
28 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 305,149305.1k $15.0m $15.0m 0.01% Reduced -398.9k -398,926
29 TRUIST FINANCIAL CORP 0.02% of their portfolio CHARLOTTE, NC 297,596297.6k $14.8m $14.8m 0.02% Added +8.2k +8,230
30 Fund Evaluation Group, LLC 0.45% of their portfolio CINCINNATI, OH 297,113297.1k $14.7m $14.7m 0.45% Unchanged
31 Betterment LLC 0.03% of their portfolio NEW YORK, NY 290,830290.8k $14.4m $14.4m 0.03% Added +15.3k +15,254
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 280,359280.4k $13.9m $13.9m 0.00% Reduced -11.4k -11,386
33 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 267,535267.5k $13.3m $13.3m 0.01% New
34 Destiny Wealth Partners, LLC 1.37% of their portfolio TAVARES, FL 252,840252.8k $12.5m $12.5m 1.37% New
35 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 231,131231.1k $11.5m $11.5m 0.09% Added +80.9k +80,875
36 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 213,569213.6k $10.6m $10.6m 0.01% Reduced -5 -5
37 Eley Financial Management, Inc 3.76% of their portfolio SOUTH BURLINGTON, VT 210,023210.0k $10.4m $10.4m 3.76% Added +4.4k +4,369
38 Onyx Bridge Wealth Group LLC 1.05% of their portfolio TARRYTOWN, NY 195,963196.0k $9.7m $9.7m 1.05% Added +79.1k +79,076
39 Mittelman Wealth Management 5.59% of their portfolio ANDOVER, MA 180,799180.8k $9.0m $9.0m 5.59% Added +33.2k +33,156
40 HRT FINANCIAL LP 0.03% of their portfolio NEW YORK, NY 177,496177.5k $8.8m $8.8m 0.03% Added +38.5k +38,510
41 CoreCap Advisors, LLC 0.29% of their portfolio SOUTHFIELD, MI 172,477172.5k $8.6m $8.6m 0.29% Added +65.1k +65,139
42 Motley Fool Wealth Management, LLC 0.86% of their portfolio ALEXANDRIA, VA 153,266153.3k $7.6m $7.6m 0.86% Reduced -50.0k -50,036
43 Hennion & Walsh Asset Management, Inc. 0.25% of their portfolio Parsippany, NJ 152,686152.7k $7.6m $7.6m 0.25% Reduced -2.5k -2,500
44 CROBAN 3.37% of their portfolio FREMONT, OH 144,235144.2k $7.2m $7.2m 3.37% Added +51.1k +51,064
45 KEYBANK NATIONAL ASSOCIATION/OH 0.03% of their portfolio BROOKLYN, OH 143,861143.9k $7.1m $7.1m 0.03% Reduced -448 -448
46 ALLSTATE CORP 0.07% of their portfolio NORTHBROOK, IL 132,893132.9k $6.6m $6.6m 0.07% Added +36.1k +36,051
47 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 126,792126.8k $6.3m $6.3m 0.02% Reduced -119.2k -119,247
48 REGIONS FINANCIAL CORP 0.04% of their portfolio BIRMINGHAM, AL 119,070119.1k $5.9m $5.9m 0.04% Added +316 +316
49 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 119,067119.1k $5.9m $5.9m 0.01% Reduced -4.2k -4,205
50 Thoma Capital Management LLC 3.36% of their portfolio TOWSON, MD 114,368114.4k $5.7m $5.7m 3.36% Added +34.2k +34,159
51 Wealthcare Advisory Partners LLC 0.11% of their portfolio WEST CHESTER, PA 113,962114.0k $5.7m $5.7m 0.11% Added +4.5k +4,495
52 MCF Advisors LLC 0.24% of their portfolio LEXINGTON, KY 111,921111.9k $5.6m $5.6m 0.24% Added +4.0k +3,963
53 NorthCoast Asset Management LLC 0.13% of their portfolio STAMFORD, CT 111,884111.9k $5.6m $5.6m 0.13% Added +3.9k +3,917
54 North Dakota State Investment Board 0.24% of their portfolio BISMARCK, ND 111,002111.0k $5.5m $5.5m 0.24% Unchanged
55 Investors Research Corp 0.99% of their portfolio ATLANTA, GA 104,226104.2k $5.2m $5.2m 0.99% Added +8.0k +8,045
56 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 102,076102.1k $5.1m $5.1m 0.02% Added +1.5k +1,481
57 Maia Wealth LLC 0.84% of their portfolio DENVER, CO 100,217100.2k $5.0m $5.0m 0.84% Added +24.7k +24,687
58 CVS HEALTH Corp 2.34% of their portfolio WOONSOCKET, RI 100,000100.0k $5.0m $5.0m 2.34% New
59 Shum Financial Group, Inc. 3.50% of their portfolio ALAMEDA, CA 99,66999.7k $4.9m $4.9m 3.50% Added +1.4k +1,446
60 LaSalle St. Investment Advisors, LLC 0.65% of their portfolio ELMHURST, IL 93,26493.3k $4.6m $4.6m 0.65% Reduced -3.5k -3,460
61 TITLEIST ASSET MANAGEMENT, LLC 0.30% of their portfolio SAN ANTONIO, TX 79,75179.8k $4.0m $4.0m 0.30% Added +3.6k +3,619
62 Arch Global Advisors, LLC 1.98% of their portfolio NEW YORK, NY 76,43976.4k $3.8m $3.8m 1.98% First filing
63 Cambridge Investment Research Advisors, Inc. 0.01% of their portfolio FAIRFIELD, IA 75,00375.0k $3.7m $3.7m 0.01% Reduced -8.5k -8,548
64 Pinnacle Family Advisors, LLC 1.66% of their portfolio Springfield, MO 71,32271.3k $3.5m $3.5m 1.66% Reduced -2.0k -2,048
65 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 66,20766.2k $3.3m $3.3m 0.01% Added +38.8k +38,757
66 D.A. DAVIDSON & CO. 0.02% of their portfolio GREAT FALLS, MT 63,99064.0k $3.2m $3.2m 0.02% Added +3.2k +3,218
67 Trajan Wealth LLC 0.11% of their portfolio SCOTTSDALE, AZ 56,08356.1k $2.8m $2.8m 0.11% Added +6.8k +6,814
68 SlateStone Wealth, LLC 0.23% of their portfolio JUPITER, FL 55,13055.1k $2.7m $2.7m 0.23% Reduced -7.3k -7,309
69 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 54,43854.4k $2.7m $2.7m 0.00% Reduced -2.1k -2,124
70 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 54,37854.4k $2.7m $2.7m 0.00% New
71 Checchi Capital Advisers, LLC 0.16% of their portfolio BEVERLY HILLS, CA 47,67747.7k $2.4m $2.4m 0.16% Reduced -10.8k -10,790
72 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 44,86044.9k $2.2m $2.2m 0.00% Added +5.2k +5,151
73 Apollon Wealth Management, LLC 0.04% of their portfolio MOUNT PLEASANT, SC 43,75143.8k $2.2m $2.2m 0.04% New
74 Private Advisor Group, LLC 0.01% of their portfolio MORRISTOWN, NJ 43,43543.4k $2.2m $2.2m 0.01% Added +8.9k +8,904
75 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 40,41140.4k $2.0m $2.0m 0.00% Reduced -55.1k -55,128
76 TWO SIGMA SECURITIES, LLC 0.21% of their portfolio NEW YORK, NY 36,66036.7k $1.8m $1.8m 0.21% New
77 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 36,26336.3k $1.8m $1.8m 0.01% Reduced -116.1k -116,066
78 Sovran Advisors, LLC 0.14% of their portfolio SAN DIEGO, CA 34,79334.8k $1.7m $1.7m 0.14% Added +3.7k +3,743
79 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 32,84332.8k $1.6m $1.6m 0.00% Reduced -60.3k -60,331
80 Tranquilli Financial Advisor LLC 0.94% of their portfolio Clinton, NJ 32,41332.4k $1.6m $1.6m 0.94% Added +8.5k +8,522
81 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 32,07732.1k $1.6m $1.6m 0.00% Reduced -601 -601
82 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 30,26230.3k $1.5m $1.5m 0.00% Reduced -1.6k -1,624
83 Valtrion Capital Management, LLC 1.36% of their portfolio FRANKLIN, TN 29,13429.1k $1.4m $1.4m 1.36% Added +5.8k +5,815
84 Thrivent Financial for Lutherans 0.00% of their portfolio Minneapolis, MN 29,05329.1k $1.4m $1.4m 0.00% Reduced -69 -69
85 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 26,33626.3k $1.3m $1.3m 0.01% New
86 LexAurum Advisors, LLC 0.16% of their portfolio OVERLAND PARK, KS 25,00025.0k $1.2m $1.2m 0.16% First filing
87 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 23,56223.6k $1.2m $1.2m 0.00% Reduced -12.2k -12,165
88 Koshinski Asset Management, Inc. 0.07% of their portfolio DECATUR, IL 22,46722.5k $1.1m $1.1m 0.07% Reduced -1.6k -1,559
89 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 21,96222.0k $1.1m $1.1m 0.02% Added +1.4k +1,437
90 RMR Capital Management, LLC 0.77% of their portfolio Tustin, CA 21,46221.5k $1.1m $1.1m 0.77% Added +10 +10
91 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 21,25221.3k $1.1m $1.1m 0.00% Reduced -1.6k -1,596
92 Global View Capital Management LLC 0.27% of their portfolio WAUKESHA, WI 20,82120.8k $1.0m $1.0m 0.27% Reduced -174 -174
93 KINTRA WEALTH, LLC 0.07% of their portfolio WILLIAMSPORT, PA 20,31920.3k $1.0m $1.0m 0.07% Reduced -40.4k -40,359
94 Kestra Investment Management, LLC 0.02% of their portfolio AUSTIN, TX 19,40319.4k $963.0k $963.0k 0.02% Reduced -911.1k -911,118
95 Main Street Research LLC 0.05% of their portfolio SAUSALITO, CA 18,75118.8k $930.6k $930.6k 0.05% Added +2.8k +2,810
96 Heck Capital Advisors, LLC 0.07% of their portfolio Rhinelander, WI 18,36218.4k $911.3k $911.3k 0.07% Added +10.5k +10,459
97 Berkeley Capital Partners, LLC 0.20% of their portfolio Milton, GA 17,70317.7k $878.6k $878.6k 0.20% Reduced -150 -150
98 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 17,19317.2k $853.3k $853.3k 0.00% Reduced -2.1k -2,084
99 MILESTONE ASSET MANAGEMENT, LLC 0.15% of their portfolio PITTSBURGH, PA 16,87616.9k $837.6k $837.6k 0.15% Reduced -467 -467
100 JAMES INVESTMENT RESEARCH, INC. 0.09% of their portfolio ALPHA, OH 16,66316.7k $827.0k $827.0k 0.09% Reduced -2.2k -2,243