Vault-13

ISHARES TR IGLB

10+ YR INVST GRD · ETP · CUSIP 464289511

216 institutional holders -10 vs Q1 2026
37,654,51637.7m shares reported held*
$2.0bnreported value*
25 new 88 added 66 reduced 34 sold out net bought ≈ $62.6m (-61.5m 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 ($747.3k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $52.42. Options: 2 managers hold calls ($1.8m notional), 0 hold puts (—).

Trends to Q2 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: 226Q2 26: 216216Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026216

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 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 25Q1 26: 101 bought or addedQ1 26: 119 cut or sold outQ2 26: 113 bought or addedQ2 26: 100 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202410979
Q4 202412173
Q1 2025107105
Q2 202593120
Q3 202511585
Q4 202512676
Q1 2026101119
Q2 2026113100

Calls vs puts

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

CallsPuts
$0$1m$2m$3m$4mQ3 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 0.32Q2 26 calls: $1.8mQ2 26 puts: $0Q2 26P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2025$3.9m$881.3k0.23
Q4 2025$2.7m$00.00
Q1 2026$3.0m$977.7k0.32
Q2 2026$1.8m$00.00

Biggest buyers

ALLSTATE CORP Added +1,388,746+1.4m
BlackRock, Inc. Added +576,527+576.5k
BANK OF AMERICA CORP /DE/ Added +347,885+347.9k
MORGAN STANLEY Added +336,359+336.4k
HUNTINGTON NATIONAL BANK Added +289,706+289.7k
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC New +258,000+258.0k
Kestra Advisory Services, LLC Added +242,817+242.8k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +217,405+217.4k
Fund Evaluation Group, LLC Added +211,693+211.7k
RAYMOND JAMES FINANCIAL INC Added +188,941+188.9k

Biggest sellers

Gallagher Fiduciary Advisors, LLC Reduced -62,372,318-62.4m
Legal & General Group Plc Reduced -981,585-981.6k
Insight Wealth Strategies, LLC Sold out -495,996-496.0k
Betterment LLC Reduced -281,878-281.9k
Destiny Wealth Partners, LLC Sold out -252,840-252.8k
LPL Financial LLC Reduced -238,346-238.3k
JANE STREET GROUP, LLC Reduced -200,349-200.3k
Onyx Bridge Wealth Group LLC Sold out -195,963-196.0k
HRT FINANCIAL LP Sold out -177,496-177.5k
TRUIST FINANCIAL CORP Reduced -175,957-176.0k

Biggest calls

SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced $1.1m22.4k shares
CITADEL ADVISORS LLC Reduced $665.5k13.3k 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, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,062,9445.1m $253.3m $253.3m 0.00% Added +576.5k +576,527
2 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 3,504,8693.5m $175.4m $175.4m 0.01% Added +347.9k +347,885
3 PRUDENTIAL PLC 1.08% of their portfolio LONDON, X0 3,243,4853.2m $162.3m $162.3m 1.08% Added +54.4k +54,399
4 ENVESTNET ASSET MANAGEMENT INC 0.03% of their portfolio Berwyn, PA 2,256,6412.3m $112.9m $112.9m 0.03% Reduced -95.3k -95,336
5 HUNTINGTON NATIONAL BANK 0.41% of their portfolio COLUMBUS, OH 1,674,3641.7m $83.8m $83.8m 0.41% Added +289.7k +289,706
6 Allianz SE 0.86% of their portfolio Munich, 2M 1,622,0001.6m $81.2m $81.2m 0.86% Unchanged
7 ASSETMARK, INC 0.13% of their portfolio CONCORD, CA 1,554,6431.6m $77.8m $77.8m 0.13% Added +39.4k +39,430
8 ALLSTATE CORP 0.76% of their portfolio NORTHBROOK, IL 1,521,6391.5m $76.1m $76.1m 0.76% Added +1.4m +1,388,746
9 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 1,252,5231.3m $62.7m $62.7m 0.01% Reduced -238.3k -238,346
10 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 997,952998.0k $49.9m $49.9m 0.00% Added +336.4k +336,359
11 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.63% of their portfolio MINNEAPOLIS, MN 959,773959.8k $48.0m $48.0m 0.63% Added +35.4k +35,428
12 RiverFront Investment Group, LLC 0.61% of their portfolio RICHMOND, VA 917,534917.5k $45.9m $45.9m 0.61% Added +61.1k +61,068
13 RAYMOND JAMES FINANCIAL INC 0.01% of their portfolio ST. PETERSBURG, FL 898,376898.4k $45.0m $45.0m 0.01% Added +188.9k +188,941
14 Gallagher Fiduciary Advisors, LLC 1.37% of their portfolio ROLLING MEADOWS, IL 833,026833.0k $41.7m $41.7m 1.37% Reduced -62.4m -62,372,318
15 Horizon Investments, LLC 0.39% of their portfolio Charlotte, NC 723,336723.3k $35.9m $35.9m 0.39% Added +807 +807
16 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 636,993637.0k $31.9m $31.9m 0.01% Reduced -112.5k -112,549
17 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 627,627627.6k $31.4m $31.4m 0.01% Added +25.7k +25,708
18 Advisors Capital Management, LLC 0.30% of their portfolio RIDGEWOOD, NJ 562,826562.8k $28.2m $28.2m 0.30% Added +26.9k +26,882
19 Fund Evaluation Group, LLC 0.69% of their portfolio CINCINNATI, OH 508,806508.8k $25.5m $25.5m 0.69% Added +211.7k +211,693
20 Klaas Financial Asset Advisors, LLC 2.97% of their portfolio LOVES PARK, IL 475,930475.9k $23.8m $23.8m 2.97% Added +26.0k +26,021
21 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 441,537441.5k $22.1m $22.1m 0.02% Added +25.6k +25,578
22 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 438,165438.2k $21.9m $21.9m 0.00% Added +12.6k +12,604
23 NYL Investors LLC 7.75% of their portfolio NEW YORK, NY 404,202404.2k $20.2m $20.2m 7.75% Added +4.3k +4,260
24 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 387,653387.7k $19.4m $19.4m 0.02% Added +75.1k +75,137
25 Integrated Wealth Concepts LLC 0.09% of their portfolio WALTHAM, MA 374,744374.7k $18.8m $18.8m 0.09% Added +143.6k +143,613
26 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 369,482369.5k $18.7m $18.7m 0.00% Added +62.0k +61,955
27 UBS Group AG 0.00% of their portfolio ZURICH, V8 369,379369.4k $18.5m $18.5m 0.00% Added +61.7k +61,686
28 Allspring Global Investments Holdings, LLC 0.03% of their portfolio CHARLOTTE, NC 349,813349.8k $17.5m $17.5m 0.03% Unchanged
29 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 314,515314.5k $15.7m $15.7m 0.00% Added +34.2k +34,156
30 Legal & General Group Plc 0.00% of their portfolio London, X0 297,075297.1k $15.0m $15.0m 0.00% Reduced -981.6k -981,585
31 Kestra Advisory Services, LLC 0.04% of their portfolio AUSTIN, TX 266,379266.4k $13.3m $13.3m 0.04% Added +242.8k +242,817
32 NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC 0.15% of their portfolio MILWAUKEE, WI 258,000258.0k $12.9m $12.9m 0.15% New
33 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 250,248250.2k $12.5m $12.5m 0.01% Added +217.4k +217,405
34 Eley Financial Management, Inc 3.94% of their portfolio SOUTH BURLINGTON, VT 243,296243.3k $12.2m $12.2m 3.94% Added +33.3k +33,273
35 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.01% of their portfolio MILWAUKEE, WI 192,213192.2k $9.6m $9.6m 0.01% Reduced -21.4k -21,356
36 SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio London, X0 178,798178.8k $9.0m $9.0m 0.01% Reduced -126.4k -126,351
37 CVS HEALTH Corp 3.89% of their portfolio WOONSOCKET, RI 175,000175.0k $8.8m $8.8m 3.89% Added +75.0k +75,000
38 Hennion & Walsh Asset Management, Inc. 0.23% of their portfolio Parsippany, NJ 160,189160.2k $8.0m $8.0m 0.23% Added +7.5k +7,503
39 Thoma Capital Management LLC 4.24% of their portfolio TOWSON, MD 158,874158.9k $8.0m $8.0m 4.24% Added +44.5k +44,506
40 CROBAN 3.26% of their portfolio FREMONT, OH 147,796147.8k $7.4m $7.4m 3.26% Added +3.6k +3,561
41 KEYBANK NATIONAL ASSOCIATION/OH 0.02% of their portfolio BROOKLYN, OH 139,646139.6k $7.0m $7.0m 0.02% Reduced -4.2k -4,215
42 CoreCap Advisors, LLC 0.19% of their portfolio SOUTHFIELD, MI 131,988132.0k $6.6m $6.6m 0.19% Reduced -40.5k -40,489
43 Concurrent Investment Advisors, LLC 0.06% of their portfolio Tampa, FL 131,452131.5k $6.6m $6.6m 0.06% Added +124.7k +124,729
44 Apollon Wealth Management, LLC 0.08% of their portfolio MOUNT PLEASANT, SC 129,509129.5k $6.5m $6.5m 0.08% Added +85.8k +85,758
45 MCF Advisors LLC 0.23% of their portfolio LEXINGTON, KY 126,882126.9k $6.3m $6.3m 0.23% Added +15.0k +14,961
46 TRUIST FINANCIAL CORP 0.01% of their portfolio CHARLOTTE, NC 121,639121.6k $6.1m $6.1m 0.01% Reduced -176.0k -175,957
47 REGIONS FINANCIAL CORP 0.04% of their portfolio BIRMINGHAM, AL 119,129119.1k $6.0m $6.0m 0.04% Added +59 +59
48 NewEdge Advisors, LLC 0.02% of their portfolio NEW ORLEANS, LA 113,491113.5k $5.7m $5.7m 0.02% Added +11.4k +11,415
49 MML INVESTORS SERVICES, LLC 0.01% of their portfolio SPRINGFIELD, MA 112,867112.9k $5.6m $5.6m 0.01% Reduced -13.9k -13,925
50 Investors Research Corp 1.00% of their portfolio ATLANTA, GA 111,718111.7k $5.6m $5.6m 1.00% Added +7.5k +7,492
51 Janney Montgomery Scott LLC 0.01% of their portfolio PHILADELPHIA, PA 105,322105.3k $5.3m $5.3m 0.01% Reduced -13.7k -13,745
52 Shum Financial Group, Inc. 2.95% of their portfolio ALAMEDA, CA 97,81697.8k $4.9m $4.9m 2.95% Reduced -1.9k -1,853
53 Arch Global Advisors, LLC 2.14% of their portfolio NEW YORK, NY 96,69096.7k $4.8m $4.8m 2.14% Added +20.3k +20,251
54 LaSalle St. Investment Advisors, LLC 0.58% of their portfolio ELMHURST, IL 94,44594.4k $4.7m $4.7m 0.58% Added +1.2k +1,181
55 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 92,59592.6k $4.5m $4.5m 0.01% Added +26.4k +26,388
56 Maia Wealth LLC 0.67% of their portfolio DENVER, CO 90,44990.4k $4.5m $4.5m 0.67% Reduced -9.8k -9,768
57 TITLEIST ASSET MANAGEMENT, LLC 0.28% of their portfolio SAN ANTONIO, TX 81,88481.9k $4.1m $4.1m 0.28% Added +2.1k +2,133
58 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 74,97775.0k $3.8m $3.8m 0.00% New
59 Pinnacle Family Advisors, LLC 1.44% of their portfolio Springfield, MO 68,72468.7k $3.4m $3.4m 1.44% Reduced -2.6k -2,598
60 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 67,18667.2k $3.4m $3.4m 0.00% Reduced -200.3k -200,349
61 Trajan Wealth LLC 0.12% of their portfolio SCOTTSDALE, AZ 63,70763.7k $3.2m $3.2m 0.12% Added +7.6k +7,624
62 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 60,76760.8k $3.0m $3.0m 0.00% New
63 Quadrature Capital Ltd 0.02% of their portfolio LONDON, X0 54,80654.8k $2.7m $2.7m 0.02% New
64 PRUDENTIAL FINANCIAL INC 0.00% of their portfolio NEWARK, NJ 54,37854.4k $2.7m $2.7m 0.00% Unchanged
65 STIFEL FINANCIAL CORP 0.00% of their portfolio ST. LOUIS, MO 53,19853.2k $2.7m $2.7m 0.00% Reduced -1.2k -1,240
66 SlateStone Wealth, LLC 0.20% of their portfolio JUPITER, FL 52,49152.5k $2.6m $2.6m 0.20% Reduced -2.6k -2,639
67 Checchi Capital Advisers, LLC 0.15% of their portfolio BEVERLY HILLS, CA 47,93647.9k $2.4m $2.4m 0.15% Added +259 +259
68 JONES FINANCIAL COMPANIES LLLP 0.00% of their portfolio DES PERES, MO 43,59443.6k $2.2m $2.2m 0.00% Reduced -1.3k -1,266
69 OLD MISSION CAPITAL LLC 0.05% of their portfolio CHICAGO, IL 40,35140.4k $2.0m $2.0m 0.05% New
70 Sovran Advisors, LLC 0.13% of their portfolio SAN DIEGO, CA 37,70737.7k $1.8m $1.8m 0.13% Added +2.9k +2,914
71 Tranquilli Financial Advisor LLC 0.97% of their portfolio Clinton, NJ 35,86335.9k $1.8m $1.8m 0.97% Added +3.5k +3,450
72 Envestnet Portfolio Solutions, Inc. 0.01% of their portfolio BERWYN, PA 35,26035.3k $1.8m $1.8m 0.01% Reduced -1.0k -1,003
73 North Dakota State Investment Board 0.07% of their portfolio BISMARCK, ND 33,00033.0k $1.7m $1.7m 0.07% Reduced -78.0k -78,002
74 Mittelman Wealth Management 5.18% of their portfolio ANDOVER, MA 32,84432.8k $7.8m $7.8m 5.18% Reduced -148.0k -147,955
75 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 32,39132.4k $1.6m $1.6m 0.00% Added +314 +314
76 Valtrion Capital Management, LLC 1.18% of their portfolio FRANKLIN, TN 31,80531.8k $1.6m $1.6m 1.18% Added +2.7k +2,671
77 COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio WALTHAM, MA 29,19029.2k $1.5m $1.5m 0.00% Reduced -11.2k -11,221
78 Global Retirement Partners, LLC 0.02% of their portfolio San Rafael, CA 28,79828.8k $1.4m $1.4m 0.02% First filing
79 Wealthfront Advisers LLC 0.00% of their portfolio Palo Alto, CA 27,83127.8k $1.4m $1.4m 0.00% Reduced -2.4k -2,431
80 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 26,30626.3k $1.3m $1.3m 0.01% Reduced -30 -30
81 INDEPENDENT FINANCIAL GROUP, LLC 0.02% of their portfolio SAN DIEGO, CA 25,60625.6k $1.3m $1.3m 0.02% Added +3.6k +3,644
82 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 25,28625.3k $1.3m $1.3m 0.00% Reduced -49.7k -49,717
83 LexAurum Advisors, LLC 0.14% of their portfolio OVERLAND PARK, KS 25,00025.0k $1.3m $1.3m 0.14% Unchanged
84 Archer Investment Corp 0.12% of their portfolio Carmel, IN 24,43824.4k $1.2m $1.2m 0.12% Added +10.3k +10,287
85 Koshinski Asset Management, Inc. 0.06% of their portfolio DECATUR, IL 23,58523.6k $1.2m $1.2m 0.06% Added +1.1k +1,118
86 US BANCORP \DE\ 0.00% of their portfolio MINNEAPOLIS, MN 22,91722.9k $1.1m $1.1m 0.00% Added +1.7k +1,665
87 RMR Capital Management, LLC 0.74% of their portfolio Tustin, CA 21,47721.5k $1.1m $1.1m 0.74% Added +15 +15
88 Main Street Research LLC 0.05% of their portfolio SAUSALITO, CA 19,72119.7k $986.8k $986.8k 0.05% Added +970 +970
89 Berkeley Capital Partners, LLC 0.18% of their portfolio Milton, GA 17,79217.8k $890.3k $890.3k 0.18% Added +89 +89
90 O'SHAUGHNESSY ASSET MANAGEMENT, LLC 0.00% of their portfolio Stamford, CT 17,61717.6k $881.6k $881.6k 0.00% Added +424 +424
91 Geneos Wealth Management Inc. 0.02% of their portfolio ENGLEWOOD, CO 17,18517.2k $859.9k $859.9k 0.02% Added +3.2k +3,177
92 Heck Capital Advisors, LLC 0.05% of their portfolio Rhinelander, WI 16,87216.9k $844.3k $844.3k 0.05% Reduced -1.5k -1,490
93 JAMES INVESTMENT RESEARCH, INC. 0.08% of their portfolio ALPHA, OH 16,41516.4k $821.4k $821.4k 0.08% Reduced -248 -248
94 Wealthcare Advisory Partners LLC 0.02% of their portfolio WEST CHESTER, PA 16,24716.2k $813.0k $813.0k 0.02% Reduced -97.7k -97,715
95 &PARTNERS 0.00% of their portfolio NASHVILLE, TN 15,84615.8k $814.7k $814.7k 0.00% Added +2.5k +2,461
96 AssuredPartners Investment Advisors, LLC 0.07% of their portfolio Tampa, FL 15,14815.1k $758.0k $758.0k 0.07% Added +462 +462
97 FOUNDERS FINANCIAL SECURITIES LLC 0.04% of their portfolio TOWSON, MD 14,93514.9k $747.3k $747.3k 0.04% Added +1.1k +1,092
98 DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.00% of their portfolio FRANKFURT AM MAIN, 2M 14,31514.3k $716.3k $716.3k 0.00% Unchanged
99 TWO SIGMA SECURITIES, LLC 0.06% of their portfolio NEW YORK, NY 13,08713.1k $654.9k $654.9k 0.06% Reduced -23.6k -23,573
100 Tennessee Valley Asset Management Partners 0.07% of their portfolio KNOXVILLE, TN 12,02112.0k $601.5k $601.5k 0.07% Reduced -2.2k -2,235