Vault-13

ISHARES U S ETF TR IGBH

INT RT HD LONG · ETP · CUSIP 46431W812

48 institutional holders +6 vs Q3 2025
2,215,6472.2m shares reported held*
$54.6mreported value*
8 new 17 added 10 reduced 5 sold out net bought ≈ $10.9m (+442.8k 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. Holder counts are more reliable. Implied quarter-end price ≈ $24.66.

Trends to Q4 2025

Institutional holders

Managers reporting a position, each quarter

0204060Q3 22: 39Q4 22: 38Q1 23: 33Q2 23: 30Q3 23: 25Q4 23: 33Q1 24: 38Q2 24: 41Q3 24: 37Q4 24: 37Q1 25: 38Q2 25: 39Q3 25: 42Q4 25: 4848Q3 22Q2 23Q1 24Q4 24Q4 25
Numbers
QuarterHolders
Q3 202239
Q4 202238
Q1 202333
Q2 202330
Q3 202325
Q4 202333
Q1 202438
Q2 202441
Q3 202437
Q4 202437
Q1 202538
Q2 202539
Q3 202542
Q4 202548

Buyers vs sellers

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

Bought or addedCut or sold out
40040Q1 24: 23 bought or addedQ1 24: 12 cut or sold outQ2 24: 27 bought or addedQ2 24: 7 cut or sold outQ2 24Q3 24: 16 bought or addedQ3 24: 19 cut or sold outQ4 24: 14 bought or addedQ4 24: 15 cut or sold outQ4 24Q1 25: 19 bought or addedQ1 25: 10 cut or sold outQ2 25: 24 bought or addedQ2 25: 14 cut or sold outQ2 25Q3 25: 21 bought or addedQ3 25: 18 cut or sold outQ4 25: 25 bought or addedQ4 25: 15 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 20242312
Q2 2024277
Q3 20241619
Q4 20241415
Q1 20251910
Q2 20252414
Q3 20252118
Q4 20252515

Biggest buyers

Comprehensive Wealth Management, LLC New +217,354+217.4k
LPL Financial LLC Added +88,737+88.7k
RAYMOND JAMES FINANCIAL INC Added +83,413+83.4k
MORGAN STANLEY Added +82,110+82.1k
TRUIST FINANCIAL CORP New +56,521+56.5k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Added +31,839+31.8k
Concurrent Investment Advisors, LLC New +28,192+28.2k
GOLDMAN SACHS GROUP INC New +20,572+20.6k
Kestra Advisory Services, LLC New +18,991+19.0k
OPPENHEIMER & CO INC New +18,278+18.3k

Biggest sellers

Yeomans Consulting Group, Inc. Reduced -203,056-203.1k
JANE STREET GROUP, LLC Sold out -19,823-19.8k
Focus Partners Advisor Solutions, LLC Reduced -11,892-11.9k
Advisory Services Network, LLC Sold out -4,692-4.7k
HARBOUR INVESTMENTS, INC. Sold out -4,001-4.0k
JPMORGAN CHASE & CO Reduced -2,404-2.4k
Goodman Advisory Group, LLC Reduced -2,269-2.3k
Sound Income Strategies, LLC Reduced -1,505-1.5k
UBS Group AG Sold out -1,048-1.0k
OSAIC HOLDINGS, INC. Reduced -991-991

Holders, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 554,908554.9k $13.7m $13.7m 0.00% Added +82.1k +82,110
2 Sound Income Strategies, LLC 0.28% of their portfolio FT LAUDERDALE, FL 240,263240.3k $6.0m $6.0m 0.28% Reduced -1.5k -1,505
3 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 224,126224.1k $5.5m $5.5m 0.00% Added +88.7k +88,737
4 Comprehensive Wealth Management, LLC 3.16% of their portfolio LYNNWOOD, WA 217,354217.4k $5.4m $5.4m 3.16% New
5 Yeomans Consulting Group, Inc. 1.22% of their portfolio Marietta, GA 168,508168.5k $4.2m $4.2m 1.22% Reduced -203.1k -203,056
6 INTEGRITY ALLIANCE, LLC. 0.13% of their portfolio Urbandale, IA 143,823143.8k $3.5m $3.5m 0.13% Added +3.4k +3,423
7 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 107,697107.7k $2.7m $2.7m 0.00% Added +3.1k +3,135
8 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 106,427106.4k $2.6m $2.6m 0.00% Added +83.4k +83,413
9 TRUIST FINANCIAL CORP 0.00% of their portfolio CHARLOTTE, NC 56,52156.5k $1.4m $1.4m 0.00% New
10 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.00% of their portfolio PLYMOUTH, MN 54,92354.9k $1.4m $1.4m 0.00% Added +31.8k +31,839
11 PARK AVENUE SECURITIES LLC 0.01% of their portfolio NEW YORK, NY 36,83636.8k $907.0k $907.0k 0.01% Added +5.6k +5,638
12 Destination Wealth Management 0.02% of their portfolio Walnut Creek, CA 30,99431.0k $763.4k $763.4k 0.02% Added +169 +169
13 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 30,63530.6k $755.0k $755.0k 0.00% Added +14.2k +14,195
14 Concurrent Investment Advisors, LLC 0.01% of their portfolio Tampa, FL 28,19228.2k $694.4k $694.4k 0.01% New
15 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 20,57220.6k $506.7k $506.7k 0.00% New
16 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 18,99119.0k $467.8k $467.8k 0.00% New
17 OPPENHEIMER & CO INC 0.01% of their portfolio NEW YORK, NY 18,27818.3k $450.2k $450.2k 0.01% New
18 Cetera Investment Advisers 0.00% of their portfolio SCHAUMBURG, IL 18,02718.0k $444.0k $444.0k 0.00% Added +2.1k +2,068
19 Ameritas Advisory Services, LLC 0.01% of their portfolio Lincoln, NE 13,93713.9k $343.3k $343.3k 0.01% Added +13.1k +13,083
20 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 13,92013.9k $343.0k $343.0k 0.00% Unchanged
21 Focus Partners Advisor Solutions, LLC 0.00% of their portfolio SAINT LOUIS, MO 12,12012.1k $298.5k $298.5k 0.00% Reduced -11.9k -11,892
22 Trilogy Capital Inc. 0.01% of their portfolio IRVINE, CA 11,71011.7k $288.4k $288.4k 0.01% Unchanged
23 Vista Cima Wealth Management LLC 0.23% of their portfolio SURPRISE, AZ 11,35211.4k $279.6k $279.6k 0.23% Added +53 +53
24 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 10,07710.1k $248.2k $248.2k 0.00% Unchanged
25 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 10,04310.0k $247.4k $247.4k 0.00% Reduced -991 -991
26 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 9,5819.6k $236.0k $236.0k 0.00% Added +1.1k +1,061
27 Diversify Advisory Services, LLC 0.01% of their portfolio SANDY, UT 8,9298.9k $222.4k $222.4k 0.01% Reduced -365 -365
28 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 8,4368.4k $207.8k $207.8k 0.00% Added +1.1k +1,117
29 Goodman Advisory Group, LLC 0.04% of their portfolio NEEDHAM, MA 6,3766.4k $157.0k $157.0k 0.04% Reduced -2.3k -2,269
30 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 5,5685.6k $137.0k $137.0k 0.00% Unchanged
31 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 4,5224.5k $111.4k $111.4k 0.00% Reduced -2.4k -2,404
32 INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio ORLANDO, FL 4,3724.4k $107.7k $107.7k 0.01% New
33 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio MILWAUKEE, WI 2,0602.1k $50.7k $50.7k 0.00% Unchanged
34 Signature Equity Partners, LLC 0.02% of their portfolio COLUMBUS, OH 1,7691.8k $43.6k $43.6k 0.02% First filing
35 Farther Finance Advisors, LLC 0.00% of their portfolio SAN FRANCISCO, CA 1,5011.5k $37.0k $37.0k 0.00% Added +150 +150
36 Triumph Capital Management 0.00% of their portfolio DENVER, CO 770770 $19.0k $19.0k 0.00% New
37 Spire Wealth Management 0.00% of their portfolio MCLEAN, VA 371371 $9.2k $9.2k 0.00% Added +4 +4
38 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 294294 $7.2k $7.2k 0.00% Unchanged
39 MCGUIRE CAPITAL ADVISORS INC 0.00% of their portfolio BETHANY, OK 266266 $6.6k $6.6k 0.00% First filing
40 Strategic Wealth Partners, Ltd. 0.00% of their portfolio INDEPENDENCE, OH 151151 $3.7k $3.7k 0.00% Unchanged
41 Allworth Financial LP 0.00% of their portfolio FOLSOM, CA 134134 $3.3k $3.3k 0.00% Unchanged
42 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 110110 $2.7k $2.7k 0.00% Reduced -97 -97
43 FMR LLC 0.00% of their portfolio BOSTON, MA 109109 $2.7k $2.7k 0.00% Added +62 +62
44 Blue Trust, Inc. 0.00% of their portfolio BRENTWOOD, TN 6161 $1.5k $1.5k 0.00% Unchanged
45 ASSETMARK, INC 0.00% of their portfolio CONCORD, CA 2828 $690 $690 0.00% Unchanged
46 Key Capital Management, INC 0.00% of their portfolio HENDERSONVILLE, TN 37075, TN 44 $99 $99 0.00% First filing
47 AE Wealth Management LLC 0.00% of their portfolio TOPEKA, KS 11 $20 $20 0.00% Reduced -100 -100
48 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $11 $11 0.00% Reduced -186 -186