Vault-13

ISHARES TR IGEB

INVESTMENT GRADE · ETP · CUSIP 46435G219

190 institutional holders +9 vs Q1 2026
29,206,91429.2m shares reported held*
$1.3bnreported value*
25 new 89 added 57 reduced 14 sold out net bought ≈ $139.5m (+3.2m 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 ($2.9m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $44.94.

Trends to Q2 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: 181Q2 26: 190190Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026190

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q3 24: 160 bought or addedQ3 24: 70 cut or sold outQ4 24: 74 bought or addedQ4 24: 164 cut or sold outQ4 24Q1 25: 102 bought or addedQ1 25: 66 cut or sold outQ2 25: 114 bought or addedQ2 25: 58 cut or sold outQ2 25Q3 25: 126 bought or addedQ3 25: 62 cut or sold outQ4 25: 123 bought or addedQ4 25: 59 cut or sold outQ4 25Q1 26: 95 bought or addedQ1 26: 103 cut or sold outQ2 26: 114 bought or addedQ2 26: 71 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 202416070
Q4 202474164
Q1 202510266
Q2 202511458
Q3 202512662
Q4 202512359
Q1 202695103
Q2 202611471

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +798,634+798.6k
BANK OF AMERICA CORP /DE/ Added +586,148+586.1k
LPL Financial LLC Added +533,845+533.8k
Cambridge Investment Research Advisors, Inc. Added +441,934+441.9k
Heck Capital Advisors, LLC New +269,354+269.4k
Cetera Investment Advisers Added +187,834+187.8k
Kelly Financial Services LLC Added +163,073+163.1k
Systelligence, LLC New +158,594+158.6k
Diversify Advisory Services, LLC New +153,618+153.6k
Equitable Holdings, Inc. Added +124,166+124.2k

Biggest sellers

AMERIPRISE FINANCIAL INC Reduced -268,740-268.7k
Private Advisor Group, LLC Reduced -207,557-207.6k
CITADEL ADVISORS LLC Sold out -131,012-131.0k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Sold out -120,938-120.9k
CPA Asset Management Group, LLC Reduced -116,000-116.0k
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC Reduced -72,103-72.1k
INDEPENDENT FINANCIAL GROUP, LLC Sold out -71,198-71.2k
IFP Advisors, Inc Reduced -58,080-58.1k
Bank of New York Mellon Corp Sold out -56,138-56.1k
EFG International AG Reduced -50,113-50.1k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 0.04% of their portfolio Berwyn, PA 3,942,3413.9m $177.8m $177.8m 0.04% Added +798.6k +798,634
2 LPL Financial LLC 0.03% of their portfolio FORT MILL, SC 2,714,3342.7m $122.4m $122.4m 0.03% Added +533.8k +533,845
3 State of New Jersey Common Pension Fund D 0.30% of their portfolio TRENTON, NJ 1,921,9321.9m $86.7m $86.7m 0.30% Unchanged
4 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 1,775,6131.8m $80.1m $80.1m 0.01% Added +586.1k +586,148
5 Betterment LLC 0.11% of their portfolio NEW YORK, NY 1,488,3321.5m $67.1m $67.1m 0.11% Reduced -41.0k -41,026
6 Stratos Investment Management, LLC 2.00% of their portfolio BEACHWOOD, OH 1,224,4641.2m $55.2m $55.2m 2.00% Added +45.2k +45,209
7 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,177,8491.2m $53.1m $53.1m 0.00% Added +103.0k +102,967
8 Hennion & Walsh Asset Management, Inc. 1.11% of their portfolio Parsippany, NJ 861,241861.2k $38.9m $38.9m 1.11% Added +78.3k +78,275
9 Cambridge Investment Research Advisors, Inc. 0.04% of their portfolio FAIRFIELD, IA 856,206856.2k $38.6m $38.6m 0.04% Added +441.9k +441,934
10 Equitable Holdings, Inc. 0.23% of their portfolio NEW YORK, NY 854,122854.1k $38.5m $38.5m 0.23% Added +124.2k +124,166
11 BlackRock, Inc. 0.00% of their portfolio New York, NY 743,163743.2k $33.5m $33.5m 0.00% Added +7.4k +7,429
12 Cetera Investment Advisers 0.03% of their portfolio SCHAUMBURG, IL 674,762674.8k $30.4m $30.4m 0.03% Added +187.8k +187,834
13 MML INVESTORS SERVICES, LLC 0.06% of their portfolio SPRINGFIELD, MA 645,097645.1k $29.1m $29.1m 0.06% Added +87.8k +87,837
14 OneDigital Investment Advisors LLC 0.24% of their portfolio OVERLAND PARK, KS 640,961641.0k $28.9m $28.9m 0.24% Added +50.4k +50,382
15 WALLER FINANCIAL PLANNING GROUP, INC 5.80% of their portfolio COLUMBUS, OH 624,286624.3k $28.2m $28.2m 5.80% Added +11.9k +11,920
16 Merit Financial Group, LLC 0.17% of their portfolio ALPHARETTA, GA 620,167620.2k $28.0m $28.0m 0.17% Added +94.5k +94,524
17 Ameliora Wealth Management Ltd. 5.76% of their portfolio ZURICH, V8 429,861429.9k $19.4m $19.4m 5.76% Added +5.2k +5,238
18 UBS Group AG 0.00% of their portfolio ZURICH, V8 429,772429.8k $19.4m $19.4m 0.00% Added +33.6k +33,649
19 DORVAL Corp 5.30% of their portfolio MAPLE GROVE, MN 408,504408.5k $18.4m $18.4m 5.30% Added +9.3k +9,345
20 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 395,705395.7k $17.8m $17.8m 0.00% Reduced -268.7k -268,740
21 Envestnet Portfolio Solutions, Inc. 0.08% of their portfolio BERWYN, PA 352,912352.9k $15.9m $15.9m 0.08% Added +108.9k +108,913
22 Heck Capital Advisors, LLC 0.73% of their portfolio Rhinelander, WI 269,354269.4k $12.2m $12.2m 0.73% New
23 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 259,326259.3k $11.7m $11.7m 0.01% Added +67.5k +67,521
24 UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.06% of their portfolio IRVING, TX 258,003258.0k $11.6m $11.6m 0.06% Reduced -7.0k -7,020
25 CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 0.15% of their portfolio MINNEAPOLIS, MN 255,722255.7k $11.5m $11.5m 0.15% Reduced -72.1k -72,103
26 Kelly Financial Services LLC 2.45% of their portfolio BRAINTREE, MA 253,415253.4k $11.4m $11.4m 2.45% Added +163.1k +163,073
27 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 241,115241.1k $10.9m $10.9m 0.00% Added +15.1k +15,054
28 BlueStem Wealth Partners, LLC 1.02% of their portfolio MINNETONKA, MN 226,998227.0k $10.2m $10.2m 1.02% Reduced -44.0k -43,986
29 ASSETMARK, INC 0.02% of their portfolio CONCORD, CA 209,120209.1k $9.4m $9.4m 0.02% Added +45.0k +44,953
30 STIFEL FINANCIAL CORP 0.01% of their portfolio ST. LOUIS, MO 167,474167.5k $7.6m $7.6m 0.01% Added +4.2k +4,198
31 EXCHANGE TRADED CONCEPTS, LLC 0.04% of their portfolio Oklahoma City, OK 166,579166.6k $7.5m $7.5m 0.04% Reduced -8.5k -8,458
32 Systelligence, LLC 1.19% of their portfolio BLOOMINGTON, MN 158,594158.6k $7.2m $7.2m 1.19% New
33 NorthRock Partners, LLC 0.10% of their portfolio MINNEAPOLIS, MN 153,630153.6k $6.9m $6.9m 0.10% Reduced -21.6k -21,578
34 Diversify Advisory Services, LLC 0.11% of their portfolio SANDY, UT 153,618153.6k $6.8m $6.8m 0.11% New
35 DIVERSIFY WEALTH MANAGEMENT, LLC 0.11% of their portfolio SANDY, UT 153,618153.6k $6.8m $6.8m 0.11% Added +28.1k +28,070
36 Breakwater Capital Group 0.74% of their portfolio PARAMUS, NJ 135,818135.8k $6.1m $6.1m 0.74% Reduced -41.2k -41,166
37 Private Advisor Group, LLC 0.03% of their portfolio MORRISTOWN, NJ 133,936133.9k $6.0m $6.0m 0.03% Reduced -207.6k -207,557
38 PARK AVENUE SECURITIES LLC 0.03% of their portfolio NEW YORK, NY 116,092116.1k $5.2m $5.2m 0.03% Reduced -17.2k -17,175
39 HARBOUR INVESTMENTS, INC. 0.07% of their portfolio MADISON, WI 115,238115.2k $5.2m $5.2m 0.07% Reduced -340 -340
40 Hoese & Co LLP 3.21% of their portfolio GLENCOE, MN 109,648109.6k $4.9m $4.9m 3.21% Added +824 +824
41 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.00% of their portfolio SYOSSET, NY 104,547104.5k $2.3k $2.3k 0.00% Added +101.5k +101,548
42 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 92,26992.3k $4.2m $4.2m 0.00% Added +25.0k +24,965
43 Keystone Wealth Services, LLC 0.77% of their portfolio PALM DESERT, CA 91,37691.4k $4.1m $4.1m 0.77% Added +4.8k +4,772
44 Accel Wealth Management 0.89% of their portfolio WAVERLY, IA 88,00988.0k $4.0m $4.0m 0.89% Reduced -1.1k -1,148
45 C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.19% of their portfolio Westlake, OH 84,78384.8k $3.8m $3.8m 0.19% Added +27.2k +27,199
46 Lunt Capital Management, Inc. 1.36% of their portfolio HOLLADAY, UT 82,06382.1k $3.7m $3.7m 1.36% Added +4.2k +4,190
47 JB Capital LLC 0.12% of their portfolio WETHERSFIELD, CT 78,51478.5k $3.5m $3.5m 0.12% Added +22.7k +22,672
48 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 73,45773.5k $3.3m $3.3m 0.00% Added +40.9k +40,921
49 Trivium Point Advisory, LLC 0.29% of their portfolio WILTON, CT 70,18270.2k $3.2m $3.2m 0.29% New
50 Altus Wealth Management, LLC 1.20% of their portfolio FT MITCHELL, KY 69,16869.2k $3.1m $3.1m 1.20% Reduced -776 -776
51 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 64,15464.2k $2.9m $2.9m 0.00% Added +23.8k +23,784
52 LARCH CAPITAL PARTNERS LLC 0.41% of their portfolio MIAMI, FL 63,72063.7k $2.9m $2.9m 0.41% Unchanged
53 Convergence Financial, LLC 0.22% of their portfolio COLUMBIA, MO 60,76860.8k $2.7m $2.7m 0.22% Added +29.2k +29,193
54 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 58,23358.2k $2.6m $2.6m 0.00% Reduced -14.7k -14,716
55 FOUNDERS FINANCIAL SECURITIES LLC 0.12% of their portfolio TOWSON, MD 53,36553.4k $2.4m $2.4m 0.12% Added +1.9k +1,934
56 FreeGulliver LLC 0.82% of their portfolio NEW ORLEANS, LA 51,78451.8k $2.3m $2.3m 0.82% Reduced -3.5k -3,490
57 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 46,50446.5k $2.1m $2.1m 0.01% Reduced -6.7k -6,659
58 Shared Vision Wealth Group LLC 0.72% of their portfolio CARLSBAD, X1 46,21646.2k $2.1m $2.1m 0.72% Reduced -1.4k -1,450
59 EAGLE GLOBAL ADVISORS LLC 0.07% of their portfolio Houston, TX 45,22545.2k $2.0m $2.0m 0.07% Reduced -805 -805
60 Fermata Advisors, LLC 0.41% of their portfolio SONOMA, CA 45,08745.1k $2.0m $2.0m 0.41% Reduced -14.6k -14,555
61 Vestmark Advisory Solutions, Inc. 0.02% of their portfolio Wakefield, MA 44,45544.5k $2.0m $2.0m 0.02% Unchanged
62 Advisory Services Network, LLC 0.02% of their portfolio ATLANTA, GA 43,49643.5k $2.0m $2.0m 0.02% Reduced -757 -757
63 Dynasty Wealth Management, LLC 0.01% of their portfolio ST. PETERSBURG, FL 42,42842.4k $1.9m $1.9m 0.01% Added +1.8k +1,835
64 Farther Finance Advisors, LLC 0.01% of their portfolio SAN FRANCISCO, CA 41,07341.1k $1.9m $1.9m 0.01% Added +4.3k +4,342
65 Geneos Wealth Management Inc. 0.03% of their portfolio ENGLEWOOD, CO 36,99337.0k $1.7m $1.7m 0.03% Added +357 +357
66 NATIONS FINANCIAL GROUP INC, /IA/ /ADV 0.08% of their portfolio CEDAR RAPIDS, IA 36,63136.6k $1.7m $1.7m 0.08% Added +6.6k +6,565
67 Sigma Planning Corp 0.04% of their portfolio ANN ARBOR, MI 36,28236.3k $1.6m $1.6m 0.04% Reduced -187 -187
68 RFG Advisory, LLC 0.02% of their portfolio BIRMINGHAM, AL 34,29334.3k $1.5m $1.5m 0.02% Added +4.0k +3,961
69 Daybright Advisory Services, Inc. 0.35% of their portfolio MIAMI, FL 33,55633.6k $1.5m $1.5m 0.35% Reduced -50.1k -50,094
70 Prime Capital Investment Advisors, LLC 0.01% of their portfolio OVERLAND PARK, KS 33,17133.2k $1.5m $1.5m 0.01% Added +215 +215
71 SAGESPRING WEALTH PARTNERS, LLC 0.02% of their portfolio FRANKLIN, TN 31,01631.0k $1.4m $1.4m 0.02% Added +817 +817
72 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 29,60529.6k $1.3m $1.3m 0.00% Reduced -2.0k -2,026
73 Modern Wealth Management, LLC 0.02% of their portfolio KANSAS CITY, MO 29,13329.1k $1.3m $1.3m 0.02% Added +19.3k +19,289
74 Keebeck Wealth Management 0.13% of their portfolio Chicago, IL 29,03529.0k $1.3m $1.3m 0.13% Added +2.1k +2,070
75 Advyzon Investment Management, LLC 0.09% of their portfolio LISLE, IL 28,68528.7k $1.3m $1.3m 0.09% New
76 Two West Capital Advisors LLC 0.63% of their portfolio Overland Park, KS 28,23728.2k $1.3m $1.3m 0.63% Reduced -6.3k -6,316
77 ShoreHaven Wealth Partners, LLC 0.39% of their portfolio Red Bank, NJ 27,41127.4k $1.2m $1.2m 0.39% Added +703 +703
78 CreativeOne Wealth, LLC 0.03% of their portfolio OVERLAND PARK, KS 27,33127.3k $1.2m $1.2m 0.03% Added +3.4k +3,408
79 Wealth Management Associates, Inc. 0.34% of their portfolio Cherry Hill, NJ 27,06027.1k $1.2m $1.2m 0.34% Added +15 +15
80 Transamerica Financial Advisors, LLC 0.10% of their portfolio CEDAR RAPIDS, IA 26,71726.7k $1.2m $1.2m 0.10% Added +1.6k +1,649
81 FORTE ASSET MANAGEMENT LLC 0.45% of their portfolio BEDFORD, NY 24,44024.4k $1.1m $1.1m 0.45% Added +1.3k +1,343
82 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 24,20324.2k $1.1m $1.1m 0.00% Added +784 +784
83 IFP Advisors, Inc 0.02% of their portfolio TAMPA, FL 23,18723.2k $1.0m $1.0m 0.02% Reduced -58.1k -58,080
84 Paller Financial Services Inc 0.75% of their portfolio CENTENNIAL, CO 22,25522.3k $1.0m $1.0m 0.75% Added +780 +780
85 World Investment Advisors 0.02% of their portfolio LINCROFT, NJ 22,23122.2k $1.0m $1.0m 0.02% Reduced -2.3k -2,262
86 NATIONAL BANK OF CANADA /FI/ 0.00% of their portfolio MONTREAL, A8 21,07521.1k $950.6k $950.6k 0.00% Reduced -3.2k -3,165
87 Invst, LLC 0.09% of their portfolio INDIANAPOLIS, IN 20,57320.6k $928.1k $928.1k 0.09% Added +4.7k +4,729
88 Tidemark, LLC 0.21% of their portfolio SAN DIEGO, CA 20,54020.5k $926.6k $926.6k 0.21% Reduced -5.2k -5,160
89 Mutual Advisors, LLC 0.02% of their portfolio OMAHA, NE 20,25520.3k $913.7k $913.7k 0.02% Added +8.8k +8,778
90 Orion Porfolio Solutions, LLC 0.01% of their portfolio OMAHA, NE 19,98720.0k $901.6k $901.6k 0.01% Added +4.9k +4,873
91 Cadia Private Client LLC 0.61% of their portfolio PARSIPPANY, NJ 18,88118.9k $851.7k $851.7k 0.61% Added +133 +133
92 Apollon Wealth Management, LLC 0.01% of their portfolio MOUNT PLEASANT, SC 17,95118.0k $809.8k $809.8k 0.01% Reduced -3.6k -3,595
93 HB Wealth Management, LLC 0.00% of their portfolio Atlanta, GA 17,86417.9k $805.8k $805.8k 0.00% Reduced -3.5k -3,500
94 Ausdal Financial Partners, Inc. 0.03% of their portfolio Davenport, IA 17,02217.0k $767.8k $767.8k 0.03% Added +4.5k +4,489
95 Icon Wealth Advisors, LLC 0.05% of their portfolio HOUSTON, TX 16,88916.9k $761.9k $761.9k 0.05% Reduced -3.6k -3,584
96 Madson Wealth Advisors Inc 0.46% of their portfolio SANTA ROSA, CA 14,86114.9k $670.4k $670.4k 0.46% Added +203 +203
97 LOCKERMAN FINANCIAL GROUP, INC. 1.02% of their portfolio NEWPORT BEACH, CA 14,85014.8k $669.9k $669.9k 1.02% Added +4.8k +4,755
98 PNC Financial Services Group, Inc. 0.00% of their portfolio Pittsburgh, PA 14,80214.8k $667.7k $667.7k 0.00% Added +7.9k +7,906
99 Kestra Advisory Services, LLC 0.00% of their portfolio AUSTIN, TX 14,79014.8k $667.2k $667.2k 0.00% Reduced -5.7k -5,687
100 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 14,43014.4k $650.9k $650.9k 0.00% Added +1.8k +1,837