Skip to content
Disclosery

IGIB ISHARES TR

Follow

ISHS 5-10YR INVT (fund)

660 managers (668 13F filers) reported a position in IGIB shares at 2025-09-30, 238,343,693 shares in all. 68 filers opened a position and 44 filers sold out during the quarter.

Managers
660
13F filers
668
New
68
Added
306
Reduced
177
Sold out
44
Shares held by filers
238,343,693

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Per Stirling Capital Management, LLC.75,091$4.06M0.49%+2,73113F-HRTimeline
Center For Asset Management LLC74,852$4.05M2.16%+16,08813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC74,701$4.04M0.12%+5,09113F-HRTimeline
Strive Asset Management, LLC72,800$3.94M2.14%+14,46113F-HR/ATimeline
Agate Pass Investment Management, LLC72,190$3.9M1.49%+5,24313F-HRTimeline
Synergy Asset Management, LLCin group Synergy Asset Management, LLC71,419$3.86M0.14%new13F-HRTimelineGroup
Illumine Investment Management, LLC70,425$3.81M2.71%new13F-HRTimeline
Blue Trust, Inc.69,760$3.77M0.04%+13,93113F-HRTimeline
Procyon Advisors, LLC69,571$3.76M0.22%new13F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT69,318$3.75M0.25%+92013F-HRTimeline
Vise Technologies, Inc.68,726$3.72M0.14%-6,91213F-HRTimeline
Arkadios Wealth Advisors67,771$3.67M0.09%+58,84313F-HRTimeline
SWS Partners67,120$3.63M0.89%+6,97613F-HRTimeline
Chesley Taft & Associates LLC66,736$3.61M0.15%+2,71013F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…66,303$3.58M0.01%-4,31213F-HRTimeline
FORTE ASSET MANAGEMENT LLC65,076$3.52M1.69%+28513F-HRTimeline
DMC Group, LLC64,928$3.51M2.43%-89613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS63,308$3.42M0.01%-2,62313F-HRTimeline
UMB Bank, n.a.60,202$3.26M0.05%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Fiduciary Alliance LLC59,361$3.21M0.22%+4,09713F-HRTimeline
RiverFront Investment Group, LLC59,062$3.19M0.06%013F-HRTimeline
SCS Capital Management LLC58,930$3.19M0.03%013F-HRTimeline
AmeriServ Wealth Advisorsin group AmeriServ Wealth Advisors57,849$3.13M1.58%-2,04713F-HRTimelineGroup
ADVISORY RESEARCH INC57,761$3.12M0.41%013F-HRTimeline
Ackerman Capital Advisors, LLC57,244$3.1M0.65%+1,88413F-HRTimeline
Fisher Asset Management, LLC54,401$2.94M<0.01%-17,34013F-HRTimeline
AMG National Trust Bank54,395$2.94M0.07%-3,18513F-HRTimeline
Revisor Wealth Management LLC54,468$2.93M1.01%-1,53913F-HRTimeline
Great Diamond Partners, LLC52,616$2.85M0.55%+3,00713F-HRTimeline
Private Wealth Management Group, LLC52,318$2.83M0.78%+2,52613F-HRTimeline
Tranquilli Financial Advisor LLC51,836$2.8M1.66%+43913F-HRTimeline
Courage Miller Partners, LLC49,828$2.7M0.81%+4,12413F-HRTimeline
DAVIS R M INC48,785$2.64M0.05%+95413F-HRTimeline
Herold Advisors, Inc.48,327$2.61M0.61%-99913F-HRTimeline
Pilgrim Partners Asia Pte Ltd48,115$2.6M1.16%13F-HRTimeline
Calamos Advisors LLCgroup of 2 filers holding47,650$2.58M+7,324Timeline
KINGSWOOD WEALTH ADVISORS, LLC46,618$2.52M0.15%-1,97113F-HRTimeline
Ballentine Partners, LLC46,477$2.51M0.03%+5,72613F-HRTimeline
TAGStone Capital, Inc.45,246$2.45M0.97%-1,15413F-HRTimeline
Forza Wealth Management, LLC44,000$2.38M0.91%+12513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC43,849$2.37M0.16%-3,14913F-HRTimeline
Busey Bank43,747$2.37M0.07%-1,82313F-HRTimeline
Israel Discount Bank of New York43,667$2.36M6.99%+5,59113F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…42,986$2.33M0.04%+2,91113F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO42,984$2.33M0.03%-93913F-HRTimeline
Kensington Asset Management, LLC42,264$2.29M0.14%new13F-HRTimeline
Hilltop Holdings Inc.in group Hilltop Holdings Inc.41,880$2.27M0.12%+19,04013F-HRTimelineGroup
IHT Wealth Management, LLC40,201$2.17M0.06%+45013F-HRTimeline
Bigelow Investment Advisors, LLC40,133$2.17M0.88%+5,29413F-HRTimeline
Brown Financial Advisors39,709$2.15M0.79%+18,61413F-HRTimeline
Bridgewater Advisors Inc.39,348$2.12M0.15%-9313F-HRTimeline
Montecito Bank & Trust39,120$2.12M0.33%13F-HRTimeline
Sanctuary Advisors, LLC38,592$2.09M0.01%+7,82713F-HR/ATimeline
Dynamic Advisor Solutions LLC38,474$2.08M0.06%+1,77213F-HRTimeline
Maia Wealth LLC38,167$2.06M0.35%+29,16513F-HRTimeline
EAGLE GLOBAL ADVISORS LLC37,616$2.03M0.08%+32013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC37,246$2.02M0.02%+7,48313F-HRTimelineGroup
J.W. COLE ADVISORS, INC.36,846$1.99M0.04%-6,29013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…36,841$1.99M0.05%new13F-HRTimelineGroup
Strategic Investment Advisors / MI434$1.94M0.22%-35,46513F-HR/ATimeline
MARKET STREET WEALTH MANAGEMENT ADVISOR…35,764$1.93M0.31%013F-HRTimeline
Capital Investment Counsel, LLC35,673$1.93M0.28%+3,63413F-HRTimeline
INTERACTIVE FINANCIAL ADVISORS, INC.35,462$1.92M1.04%-8,35013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC35,110$1.9M<0.01%+5,36013F-HR/ATimelineGroup
Composition Wealth, LLC34,698$1.88M0.03%+79613F-HRTimeline
PARSONS CAPITAL MANAGEMENT INC/RI34,273$1.85M0.11%+10,28613F-HRTimeline
TFB Advisors LLC34,079$1.85M0.54%-6,25913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC33,342$1.8M<0.01%+2,71713F-HRTimelineGroup
ABSOLUTE CAPITAL MANAGEMENT, LLC32,882$1.78M0.76%-8,38913F-HRTimeline
Pinnacle Family Advisors, LLC32,329$1.75M0.76%-98913F-HRTimeline
WESPAC Advisors, LLC32,173$1.74M1.02%+2,68613F-HRTimeline
Archvest Wealth Advisors, Inc.32,060$1.73M1.55%+99813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC31,487$1.7M0.02%-2,38613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC31,197$1.69M0.05%+1,09113F-HRTimelineGroup
Squire Investment Management Company, L…31,081$1.68M0.55%+7,11113F-HRTimeline
Cumberland Partners Ltdin group Cumberland Partners Ltd30,810$1.67M0.11%+3,55513F-HRTimelineGroup
Endurance Services Ltd30,492$1.65M0.28%013F-HRTimeline
Advisory Services Network, LLC30,481$1.65M0.02%+1613F-HRTimeline
CRUX WEALTH ADVISORS30,361$1.64M0.65%-2,85513F-HRTimeline
MGO ONE SEVEN LLC29,925$1.62M0.04%+11,18513F-HRTimeline
WHITTIER TRUST CO28,757$1.55M0.02%-12413F-HRTimeline
FLOW TRADERS U.S. LLC28,635$1.55M0.06%new13F-HRTimeline
LOWE BROCKENBROUGH & CO INC28,438$1.54M0.08%+3,26913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV27,503$1.49M<0.01%+15,54513F-HRTimeline
ETF Portfolio Partners, Inc.27,384$1.48M0.39%+37313F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP27,274$1.48M<0.01%-4,17713F-HRTimelineGroup
STEINBERGANNA WEALTH MANAGEMENT26,981$1.46M0.69%13F-HRTimeline
Union Bancaire Privee, UBP SA27,389$1.45M0.02%-5,12913F-HRTimeline
United Advisor Group, LLC26,028$1.41M0.19%+4,04813F-HRTimeline
GREENUP STREET WEALTH MANAGEMENT LLC26,001$1.41M0.22%new13F-HRTimeline
Enclave Advisors LLC25,653$1.39M0.21%+3,38113F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …24,651$1.33M0.04%-4,04013F-HRTimelineGroup
Holistic Financial Partners24,459$1.32M0.54%-59313F-HRTimeline
Onyx Bridge Wealth Group LLC24,111$1.3M0.14%new13F-HRTimeline
F/m Investments LLC24,061$1.3M0.05%+1,36613F-HRTimeline
Allworth Financial LP23,997$1.3M0.01%+1,14513F-HRTimeline
Boltwood Capital Management23,903$1.29M0.34%+51313F-HRTimeline
FOUNDERS FINANCIAL SECURITIES LLC23,876$1.29M0.09%+3,04113F-HRTimeline
Diversified Portfolios, Inc.23,635$1.28M0.11%-1,27713F-HRTimeline
Atria Investments, Inc23,244$1.26M0.01%+22913F-HRTimeline
Texas Bank & Trust Co23,054$1.25M0.47%+64313F-HRTimeline
&PARTNERS22,827$1.24M0.01%+4,20613F-HRTimeline
Prospera Financial Services Inc22,743$1.23M0.02%-23113F-HRTimeline
First International Bank of Israel Ltd.in group First International Bank of I…22,474$1.22M0.69%+2,86813F-HRTimelineGroup
Voya Financial Advisors, Inc.in group VOYA INVESTMENT MANAGEMENT LLC22,408$1.21M0.12%+1,99713F-HRTimelineGroup
Migdal Insurance & Financial Holdings L…in group Migdal Insurance & Financial …22,229$1.2M0.01%+3,60613F-HRTimelineGroup
Meridian Wealth Management, LLC22,220$1.2M0.05%+47613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.22,211$1.2M0.01%+3,68213F-HRTimelineGroup
YHB Investment Advisors, Inc.21,134$1.14M0.08%+3,35513F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…21,100$1.14M0.01%-268,20013F-HRTimelineGroup
Valtrion Capital Management, LLC20,777$1.12M1.21%-20613F-HR/ATimeline
Hexagon Capital Partners LLC20,601$1.11M0.22%-4,86113F-HRTimeline
Grey Ledge Advisors, LLC20,513$1.11M0.25%-2,41113F-HRTimeline
TILIA FIDUCIARY PARTNERS, INC.20,512$1.11M0.64%+76713F-HRTimeline
Paladin Wealth, LLC20,285$1.1M0.8%+5,78913F-HRTimeline
Legacy Capital Group California, Inc.19,254$1.04M0.27%-1,45413F-HRTimeline
PEDDOCK CAPITAL ADVISORS, LLC19,013$1.03M0.22%013F-HRTimeline
LAZARD ASSET MANAGEMENT LLCin group LAZARD ASSET MANAGEMENT LLC18,900$1.02M<0.01%new13F-HRTimelineGroup
CARY STREET PARTNERS FINANCIAL LLCin group CARY STREET PARTNERS ASSET MA…18,696$1.01M0.03%-6013F-HRTimelineGroup
HENGEHOLD CAPITAL MANAGEMENT LLC18,619$1.01M0.09%+1,57213F-HRTimeline
GREAT VALLEY ADVISOR GROUP, INC.in group GREAT VALLEY ADVISOR GROUP, I…18,572$1M0.02%-27813F-HRTimelineGroup
SWP FINANCIAL LLC18,506$1M0.51%-2,08613F-HRTimeline
Global Retirement Partners, LLC18,501$1M0.02%+4,12113F-HRTimeline
TIEMANN INVESTMENT ADVISORS, LLC18,285$989K0.38%-113F-HRTimeline
Ameritas Investment Partners, Inc.group of 2 filers holding18,072$978K-4,051Timeline
EDMOND DE ROTHSCHILD HOLDING S.A.in group EDMOND DE ROTHSCHILD HOLDING …17,932$970K0.01%-1,49713F-HRTimelineGroup
CHOREO, LLC17,850$966K0.01%-8,08013F-HRTimeline
Wescott Financial Advisory Group, LLC17,693$957K0.09%+2913F-HRTimeline
Horizon Investment Services, LLC17,648$955K0.36%+1,98013F-HRTimeline
VICUS CAPITAL17,507$947K0.07%+1,63513F-HRTimeline
Payne Capital LLC17,481$946K0.96%13F-HRTimeline
SIMON QUICK ADVISORS, LLC16,974$918K0.04%new13F-HRTimeline
PKS Advisory Services, LLC16,932$916K0.19%-13,67313F-HRTimeline
VISTA INVESTMENT PARTNERS II, LLC16,834$911K0.42%new13F-HRTimeline
4J Wealth Management LLC16,749$906K0.53%-56213F-HRTimeline
Panoramic Capital Partners, LLC16,525$894K0.57%013F-HRTimeline
MITCHELL SINKLER & STARR/PA16,071$869K0.39%013F-HRTimeline
IFP Advisors, Inc16,055$868K0.02%+14,27013F-HR/ATimeline
TBH Global Asset Management, LLC15,672$848K0.17%new13F-HRTimeline
Hobbs Group Advisors, LLC15,255$825K0.26%-82213F-HRTimeline
SYNOVUS FINANCIAL CORP15,121$818K0.01%+19613F-HRTimeline
Brucke Financial, Inc.15,006$811K0.48%-14913F-HRTimeline
ACT WEALTH MANAGEMENT, LLC14,815$801K0.28%new13F-HRTimeline
Mattson Financial Services, LLC14,721$796K0.19%+5,58313F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management14,718$796K0.01%+8513F-HRTimelineGroup
Allianz Investment Management U.S. LLCin group Allianz SE14,597$790K0.03%-5,00013F-HRTimelineGroup
WEDBUSH SECURITIES INC14,267$772K0.03%+3,67313F-HRTimeline
Park Place Capital Corp14,237$770K0.16%-14,40913F-HRTimeline
DUNCKER STREETT & CO INC14,127$764K0.13%+18513F-HRTimeline
RENASANT BANK14,006$758K0.48%-11,37913F-HRTimeline
Prossimo Advisors, LLC13,804$747K5.49%+1,90513F-HRTimeline
JPL Wealth Management, LLC13,590$735K0.17%+52613F-HRTimeline
Perigon Wealth Management, LLC13,474$729K0.01%new13F-HRTimeline
Arrowpoint Investment Partners (Singapo…in group Arrowpoint Investment Partner…13,400$725K1.06%new13F-HRTimelineGroup
PACES FERRY WEALTH ADVISORS, LLC13,290$719K0.3%+21613F-HRTimeline
Axis Wealth Partners, LLC13,174$713K0.42%-1,32813F-HRTimeline
Hudson Portfolio Management LLC13,090$708K0.63%-3,80013F-HRTimeline
Harel Insurance Investments & Financial…in group Harel Insurance Investments &…12,870$696K0.01%-1,05913F-HRTimelineGroup
Sage Advisory Services, Ltd.Co.12,848$695K0.36%-4,05113F-HRTimeline
BOYD WATTERSON ASSET MANAGEMENT LLC/OH12,725$688K0.2%+77613F-HRTimeline
Adams Wealth Management12,723$688K0.15%-22213F-HRTimeline
CacheTech Inc.12,723$688K0.14%-22213F-HRTimeline
Stelac Advisory Services LLC12,718$688K0.24%-7,21013F-HRTimeline
Bay Colony Advisory Group, Inc d/b/a Ba…12,633$683K0.08%+1,99213F-HRTimeline
Hoxton Planning & Management, LLC12,303$665K0.21%-14313F-HRTimeline
Ascent Group, LLCin group Ascent Group, LLC12,249$663K0.02%+5,76913F-HRTimelineGroup
BOURGEON CAPITAL MANAGEMENT LLC12,210$660K0.12%013F-HRTimeline
Independent Advisor Alliance12,051$652K0.02%+83913F-HRTimeline
GFI Investment Counsel Ltd.11,984$648K0.07%013F-HRTimeline
VAUGHAN NELSON INVESTMENT MANAGEMENT, L…11,855$641K0.01%013F-HRTimeline
Fortis Capital Management LLC11,574$626K0.09%+13313F-HRTimeline
Apollon Wealth Management, LLCin group Apollon Wealth Management, LLC11,510$623K0.01%+1,82913F-HRTimelineGroup
Precision Wealth Strategies, LLC11,419$618K0.2%+58813F-HRTimeline
COURIER CAPITAL LLC11,339$613K0.04%-1,86013F-HRTimeline
Full Sail Capital, LLC11,261$609K0.03%+1913F-HRTimeline
NTV Asset Management LLC11,137$602K0.07%-6013F-HRTimeline
Simmons Bankin group Simmons Bank10,606$574K0.04%013F-HRTimelineGroup
LANARK FINANCIAL, INC.10,532$570K0.04%+4,67913F-HRTimeline
FOCUS Wealth Advisors, LLC10,434$564K0.27%013F-HRTimeline
Lineweaver Wealth Advisors, LLC10,421$564K0.08%+2213F-HRTimeline
Integrated Wealth Concepts LLC10,392$562K0.01%-44213F-HRTimeline
Trivium Point Advisory, LLC10,283$556K0.06%-6,73613F-HRTimeline
Keel Point, LLC10,182$551K0.03%+8413F-HRTimeline
Equita Financial Network, Inc.10,123$548K0.19%-1,40913F-HRTimeline
FIRST HORIZON CORP10,087$546K0.03%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC10,062$544K0.01%-20013F-HRTimeline
Ashton Thomas Private Wealth, LLC10,044$543K0.01%+2,64713F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC9,981$540K0.01%-18113F-HRTimeline
Vestmark Advisory Solutions, Inc.9,850$533K0.01%+3,94713F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC9,833$532K<0.01%-91,82713F-HRTimelineGroup
Bangor Savings Bank9,810$531K0.04%-2,12413F-HRTimeline
AdvisorNet Financial, Inc9,786$529K0.03%-7113F-HRTimeline
Wealth Advisory Solutions, LLC9,690$524K0.13%+18813F-HRTimeline
Verdence Capital Advisors LLC9,472$517K0.03%+20613F-HRTimeline
Vantage Financial Partners, LLC9,458$512K0.11%-50513F-HRTimeline
Destiny Capital Corp/CO9,435$510K0.28%-4,55613F-HRTimeline
A4 Wealth Advisors LLC9,367$507K0.43%13F-HRTimeline
Resurgent Financial Advisors LLC9,346$506K0.25%+4,01613F-HRTimeline
Bellecapital International Ltd.9,336$505K0.08%013F-HRTimeline
Hilltop Partners LLC9,119$493K0.15%-14713F-HRTimeline