Vault-13

ISHARES TR IGEB

INVESTMENT GRADE · ETP · CUSIP 46435G219

181 institutional holders -11 vs Q4 2025
26,813,87426.8m shares reported held*
$1.2bnreported value*
23 new 72 added 72 reduced 31 sold out net sold ≈ $76.1m (-1.7m 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 ($2.8m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.07.

Trends to Q1 2026

Institutional holders

Managers reporting a position, each quarter

0100200300Q3 22: 26Q4 22: 33Q1 23: 45Q2 23: 42Q3 23: 43Q4 23: 83Q1 24: 100Q2 24: 204Q3 24: 233Q4 24: 175Q1 25: 157Q2 25: 181Q3 25: 182Q4 25: 192Q1 26: 181181Q3 22Q3 23Q3 24Q3 25Q1 26
Numbers
QuarterHolders
Q3 202226
Q4 202233
Q1 202345
Q2 202342
Q3 202343
Q4 202383
Q1 2024100
Q2 2024204
Q3 2024233
Q4 2024175
Q1 2025157
Q2 2025181
Q3 2025182
Q4 2025192
Q1 2026181

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q2 24: 185 bought or addedQ2 24: 20 cut or sold outQ3 24: 160 bought or addedQ3 24: 70 cut or sold outQ3 24Q4 24: 74 bought or addedQ4 24: 164 cut or sold outQ1 25: 102 bought or addedQ1 25: 66 cut or sold outQ1 25Q2 25: 114 bought or addedQ2 25: 58 cut or sold outQ3 25: 126 bought or addedQ3 25: 62 cut or sold outQ3 25Q4 25: 123 bought or addedQ4 25: 59 cut or sold outQ1 26: 95 bought or addedQ1 26: 103 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 202418520
Q3 202416070
Q4 202474164
Q1 202510266
Q2 202511458
Q3 202512662
Q4 202512359
Q1 202695103

Biggest buyers

Equitable Holdings, Inc. New +729,956+730.0k
MORGAN STANLEY Added +288,323+288.3k
BlackRock, Inc. Added +146,449+146.4k
BANK OF AMERICA CORP /DE/ Added +132,947+132.9k
CITADEL ADVISORS LLC New +131,012+131.0k
DIVERSIFY WEALTH MANAGEMENT, LLC Added +118,901+118.9k
Betterment LLC Added +93,324+93.3k
DORVAL Corp Added +90,085+90.1k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Added +87,622+87.6k
BlueStem Wealth Partners, LLC Added +85,743+85.7k

Biggest sellers

Janney Montgomery Scott LLC Reduced -513,760-513.8k
ROYAL BANK OF CANADA Reduced -492,707-492.7k
MML INVESTORS SERVICES, LLC Reduced -306,863-306.9k
McGlone Suttner Wealth Management, Inc. Reduced -261,184-261.2k
LPL Financial LLC Reduced -242,141-242.1k
Geneos Wealth Management Inc. Reduced -229,190-229.2k
Bank of New York Mellon Corp Reduced -160,735-160.7k
AMERIPRISE FINANCIAL INC Reduced -160,476-160.5k
Ameliora Wealth Management Ltd. Reduced -144,554-144.6k
OneDigital Investment Advisors LLC Reduced -124,013-124.0k

Holders, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 3,143,7073.1m $141.7m $141.7m 0.04% Reduced -75.9k -75,945
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,180,4892.2m $98.3m $98.3m 0.03% Reduced -242.1k -242,141
3 State of New Jersey Common Pension Fund D 0.33% of their portfolio TRENTON, NJ 1,921,9321.9m $86.6m $86.6m 0.33% Unchanged
4 Betterment LLC 0.13% of their portfolio NEW YORK, NY 1,529,3581.5m $68.9m $68.9m 0.13% Added +93.3k +93,324
5 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 1,189,4651.2m $53.6m $53.6m 0.00% Added +132.9k +132,947
6 Stratos Investment Management, LLC 2.13% of their portfolio BEACHWOOD, OH 1,179,2551.2m $53.1m $53.1m 2.13% Added +37.7k +37,718
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,074,8821.1m $48.4m $48.4m 0.00% Added +288.3k +288,323
8 CWM, LLC 0.09% of their portfolio OMAHA, NE 791,337791.3k $35.7m $35.7m 0.09% Added +1.2k +1,211
9 Hennion & Walsh Asset Management, Inc. 1.19% of their portfolio Parsippany, NJ 782,966783.0k $35.3m $35.3m 1.19% Reduced -107.9k -107,899
10 BlackRock, Inc. 0.00% of their portfolio New York, NY 735,734735.7k $33.2m $33.2m 0.00% Added +146.4k +146,449
11 Equitable Holdings, Inc. 0.21% of their portfolio NEW YORK, NY 729,956730.0k $33.3m $33.3m 0.21% New
12 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 664,445664.4k $30.0m $30.0m 0.01% Reduced -160.5k -160,476
13 WALLER FINANCIAL PLANNING GROUP, INC 6.09% of their portfolio COLUMBUS, OH 612,366612.4k $27.6m $27.6m 6.09% Added +33.4k +33,402
14 OneDigital Investment Advisors LLC 0.26% of their portfolio OVERLAND PARK, KS 590,579590.6k $26.6m $26.6m 0.26% Reduced -124.0k -124,013
15 MML INVESTORS SERVICES, LLC 0.07% of their portfolio SPRINGFIELD, MA 557,260557.3k $25.1m $25.1m 0.07% Reduced -306.9k -306,863
16 Merit Financial Group, LLC 0.18% of their portfolio ALPHARETTA, GA 525,643525.6k $23.7m $23.7m 0.18% Added +61.0k +61,010
17 Cetera Investment Advisers 0.02% of their portfolio SCHAUMBURG, IL 486,928486.9k $21.9m $21.9m 0.02% Reduced -18.4k -18,364
18 Ameliora Wealth Management Ltd. 6.10% of their portfolio ZURICH, V8 424,623424.6k $19.1m $19.1m 6.10% Reduced -144.6k -144,554
19 Cambridge Investment Research Advisors, Inc. 0.05% of their portfolio FAIRFIELD, IA 414,272414.3k $18.7m $18.7m 0.05% Reduced -116.0k -115,970
20 DORVAL Corp 5.58% of their portfolio MAPLE GROVE, MN 399,159399.2k $18.0m $18.0m 5.58% Added +90.1k +90,085
21 UBS Group AG 0.00% of their portfolio ZURICH, V8 396,123396.1k $17.8m $17.8m 0.00% Reduced -69.7k -69,722
22 Private Advisor Group, LLC 0.07% of their portfolio MORRISTOWN, NJ 341,493341.5k $15.4m $15.4m 0.07% Added +39.4k +39,410
23 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.22% of their portfolio MINNEAPOLIS, MN 327,825327.8k $14.8m $14.8m 0.22% Reduced -86.9k -86,914
24 BlueStem Wealth Partners, LLC 1.36% of their portfolio MINNETONKA, MN 270,984271.0k $12.2m $12.2m 1.36% Added +85.7k +85,743
25 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.07% of their portfolio IRVING, TX 265,023265.0k $11.9m $11.9m 0.07% Reduced -59.7k -59,691
26 Envestnet Portfolio Solutions, Inc. 0.06% of their portfolio BERWYN, PA 243,999244.0k $11.0m $11.0m 0.06% Added +17.9k +17,935
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 226,061226.1k $10.1m $10.1m 0.00% Reduced -21.2k -21,209
28 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 191,805191.8k $8.6m $8.6m 0.01% Added +19.1k +19,145
29 Breakwater Capital Group 1.07% of their portfolio PARAMUS, NJ 176,984177.0k $8.0m $8.0m 1.07% Added +3.3k +3,314
30 NorthRock Partners, LLC 0.13% of their portfolio MINNEAPOLIS, MN 175,208175.2k $7.9m $7.9m 0.13% Reduced -17.9k -17,885
31 EXCHANGE TRADED CONCEPTS, LLC 0.06% of their portfolio Oklahoma City, OK 175,037175.0k $7.9m $7.9m 0.06% Reduced -909 -909
32 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 164,167164.2k $7.4m $7.4m 0.02% Added +2.9k +2,850
33 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 163,276163.3k $7.4m $7.4m 0.01% Added +2.5k +2,519
34 PARK AVENUE SECURITIES LLC 0.05% of their portfolio NEW YORK, NY 133,267133.3k $6.0m $6.0m 0.05% Reduced -38.1k -38,061
35 CITADEL ADVISORS LLC 0.00% of their portfolio MIAMI, FL 131,012131.0k $5.9m $5.9m 0.00% New
36 CPA Asset Management Group, LLC 1.94% of their portfolio WEST PALM BEACH, FL 128,160128.2k $5.8m $5.8m 1.94% Reduced -21.4k -21,371
37 DIVERSIFY WEALTH MANAGEMENT, LLC 0.10% of their portfolio SANDY, UT 125,548125.5k $5.7m $5.7m 0.10% Added +118.9k +118,901
38 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.01% of their portfolio BALA CYNWYD, PA 120,938120.9k $5.4m $5.4m 0.01% Added +87.6k +87,622
39 HARBOUR INVESTMENTS, INC. 0.08% of their portfolio MADISON, WI 115,578115.6k $5.2m $5.2m 0.08% Added +10.4k +10,443
40 Hoese & Co LLP 3.64% of their portfolio GLENCOE, MN 108,824108.8k $4.9m $4.9m 3.64% Reduced -2.2k -2,172
41 Kelly Financial Services LLC 0.99% of their portfolio BRAINTREE, MA 90,34290.3k $4.1m $4.1m 0.99% Added +3.5k +3,491
42 Accel Wealth Management 1.05% of their portfolio WAVERLY, IA 89,15789.2k $4.0m $4.0m 1.05% Added +12.9k +12,927
43 Keystone Wealth Services, LLC 0.83% of their portfolio PALM DESERT, CA 86,60486.6k $3.9m $3.9m 0.83% Added +336 +336
44 Daybright Advisory Services, Inc. 1.04% of their portfolio MIAMI, FL 83,65083.7k $3.8m $3.8m 1.04% Added +5.2k +5,184
45 IFP Advisors, Inc 0.08% of their portfolio TAMPA, FL 81,26781.3k $3.7m $3.7m 0.08% Reduced -14.1k -14,119
46 Lunt Capital Management, Inc. 1.35% of their portfolio HOLLADAY, UT 77,87377.9k $3.5m $3.5m 1.35% Added +11.0k +11,049
47 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 72,94972.9k $3.3m $3.3m 0.00% Reduced -24.0k -23,979
48 INDEPENDENT FINANCIAL GROUP, LLC 0.07% of their portfolio SAN DIEGO, CA 71,19871.2k $3.2m $3.2m 0.07% New
49 Altus Wealth Management, LLC 1.40% of their portfolio FT MITCHELL, KY 69,94469.9k $3.2m $3.2m 1.40% Added +3.0k +3,008
50 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 67,30467.3k $3.0m $3.0m 0.00% Reduced -15.7k -15,739
51 LARCH CAPITAL PARTNERS LLC 0.42% of their portfolio MIAMI, FL 63,72063.7k $2.9m $2.9m 0.42% New
52 EFG International AG 0.06% of their portfolio Zurich, V8 63,32363.3k $2.9m $2.9m 0.06% New
53 Fermata Advisors, LLC 0.61% of their portfolio SONOMA, CA 59,64259.6k $2.7m $2.7m 0.61% Reduced -8.0k -8,034
54 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.15% of their portfolio Westlake, OH 57,58457.6k $2.6m $2.6m 0.15% Added +8.1k +8,113
55 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 56,13856.1k $2.5m $2.5m 0.00% Reduced -160.7k -160,735
56 JB Capital LLC 0.10% of their portfolio WETHERSFIELD, CT 55,84255.8k $2.5m $2.5m 0.10% Added +8.7k +8,719
57 FreeGulliver LLC 1.05% of their portfolio NEW ORLEANS, LA 55,27455.3k $2.5m $2.5m 1.05% Added +209 +209
58 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 53,16353.2k $2.4m $2.4m 0.01% Reduced -9.0k -9,014
59 FOUNDERS FINANCIAL SECURITIES LLC 0.13% of their portfolio TOWSON, MD 51,43151.4k $2.3m $2.3m 0.13% Added +3.9k +3,922
60 Shared Vision Wealth Group LLC 0.88% of their portfolio CARLSBAD, X1 47,66647.7k $2.1m $2.1m 0.88% Reduced -11.4k -11,386
61 EAGLE GLOBAL ADVISORS LLC 0.07% of their portfolio Houston, TX 46,03046.0k $2.1m $2.1m 0.07% Reduced -1.0k -1,000
62 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 44,45544.5k $2.0m $2.0m 0.02% Added +926 +926
63 Advisory Services Network, LLC 0.03% of their portfolio ATLANTA, GA 44,25344.3k $2.0m $2.0m 0.03% Reduced -3.9k -3,927
64 Dynasty Wealth Management, LLC 0.02% of their portfolio ST. PETERSBURG, FL 40,59340.6k $1.8m $1.8m 0.02% Reduced -47.5k -47,467
65 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 40,37040.4k $1.8m $1.8m 0.00% Reduced -7.3k -7,313
66 Farther Finance Advisors, LLC 0.02% of their portfolio SAN FRANCISCO, CA 36,73136.7k $1.6m $1.6m 0.02% Reduced -5.7k -5,690
67 Geneos Wealth Management Inc. 0.04% of their portfolio ENGLEWOOD, CO 36,63636.6k $1.7m $1.7m 0.04% Reduced -229.2k -229,190
68 Sigma Planning Corp 0.05% of their portfolio ANN ARBOR, MI 36,46936.5k $1.6m $1.6m 0.05% Added +15.3k +15,312
69 Two West Capital Advisors LLC 0.82% of their portfolio Overland Park, KS 34,55334.6k $1.6m $1.6m 0.82% Added +1.4k +1,414
70 Prime Capital Investment Advisors, LLC 0.02% of their portfolio OVERLAND PARK, KS 32,95633.0k $1.5m $1.5m 0.02% Added +713 +713
71 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 32,53632.5k $1.5m $1.5m 0.00% Reduced -5.3k -5,276
72 Janney Montgomery Scott LLC 0.00% of their portfolio PHILADELPHIA, PA 32,29532.3k $1.5m $1.5m 0.00% Reduced -513.8k -513,760
73 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,63131.6k $1.4m $1.4m 0.00% Reduced -492.7k -492,707
74 Convergence Financial, LLC 0.15% of their portfolio COLUMBIA, MO 31,57531.6k $1.4m $1.4m 0.15% Added +332 +332
75 McGlone Suttner Wealth Management, Inc. 0.19% of their portfolio APPLETON, WI 31,42331.4k $1.4m $1.4m 0.19% Reduced -261.2k -261,184
76 RFG Advisory, LLC 0.03% of their portfolio BIRMINGHAM, AL 30,33230.3k $1.4m $1.4m 0.03% Added +2.4k +2,441
77 SAGESPRING WEALTH PARTNERS, LLC 0.02% of their portfolio FRANKLIN, TN 30,19930.2k $1.4m $1.4m 0.02% Reduced -2.8k -2,756
78 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.07% of their portfolio CEDAR RAPIDS, IA 30,06630.1k $1.4m $1.4m 0.07% Added +4.1k +4,056
79 Wealth Management Associates, Inc. 0.42% of their portfolio Cherry Hill, NJ 27,04527.0k $1.2m $1.2m 0.42% Added +655 +655
80 Keebeck Wealth Management 0.14% of their portfolio Chicago, IL 26,96527.0k $1.2m $1.2m 0.14% Reduced -256 -256
81 ShoreHaven Wealth Partners, LLC 0.43% of their portfolio Red Bank, NJ 26,70826.7k $1.2m $1.2m 0.43% Reduced -3.3k -3,287
82 Helium Advisors LLC 1.12% of their portfolio VANCOUVER, WA 26,12326.1k $1.2m $1.2m 1.12% New
83 Tidemark, LLC 0.29% of their portfolio SAN DIEGO, CA 25,70025.7k $1.2m $1.2m 0.29% Added +1.5k +1,504
84 Transamerica Financial Advisors, LLC 0.10% of their portfolio CEDAR RAPIDS, IA 25,06825.1k $1.1m $1.1m 0.10% Reduced -14.3k -14,272
85 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 24,49324.5k $1.1m $1.1m 0.02% Added +8.4k +8,371
86 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 24,24024.2k $1.1m $1.1m 0.00% Added +2.0k +1,956
87 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 23,92323.9k $1.1m $1.1m 0.03% Added +465 +465
88 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 23,41923.4k $1.1m $1.1m 0.00% Added +1.0k +1,030
89 FORTE ASSET MANAGEMENT LLC 0.46% of their portfolio BEDFORD, NY 23,09723.1k $1.0m $1.0m 0.46% Added +1.5k +1,500
90 Apollon Wealth Management, LLC 0.02% of their portfolio MOUNT PLEASANT, SC 21,54621.5k $970.9k $970.9k 0.02% Added +841 +841
91 Paller Financial Services Inc 0.80% of their portfolio CENTENNIAL, CO 21,47521.5k $967.7k $967.7k 0.80% Reduced -3.2k -3,180
92 HB Wealth Management, LLC 0.01% of their portfolio Atlanta, GA 21,36421.4k $962.7k $962.7k 0.01% Reduced -700 -700
93 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 20,47720.5k $922.7k $922.7k 0.00% Added +2.8k +2,818
94 Icon Wealth Advisors, LLC 0.06% of their portfolio HOUSTON, TX 20,47320.5k $921.5k $921.5k 0.06% Reduced -3.6k -3,577
95 Patton Albertson Miller Group, LLC 0.10% of their portfolio Chattanooga, TN 19,34319.3k $871.6k $871.6k 0.10% Reduced -843 -843
96 Cadia Private Client LLC 0.69% of their portfolio PARSIPPANY, NJ 18,74818.7k $844.8k $844.8k 0.69% Reduced -1.9k -1,860
97 SteelPeak Wealth, LLC 0.02% of their portfolio WOODLAND HILLS, CA 17,42617.4k $785.2k $785.2k 0.02% Added +1.9k +1,869
98 Invst, LLC 0.08% of their portfolio INDIANAPOLIS, IN 15,84415.8k $713.9k $713.9k 0.08% Reduced -76 -76
99 ADE, LLC 0.34% of their portfolio BALTIMORE, MD 15,63415.6k $704.5k $704.5k 0.34% Reduced -1.8k -1,812
100 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 15,11415.1k $681.0k $681.0k 0.01% Reduced -2.6k -2,585