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Disclosery

IGIB ISHARES TR

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ISHS 5-10YR INVT (fund)

622 managers (632 13F filers) reported a position in IGIB shares at 2024-12-31, 228,333,021 shares in all. 51 filers opened a position and 37 filers sold out during the quarter.

Managers
622
13F filers
632
New
51
Added
270
Reduced
165
Sold out
37
Shares held by filers
228,333,021

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Financial Engines Advisors L.L.C.56,858,114$2.93B6.16%+2,373,32813F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding10,359,308$534M+2,914,035Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP8,798,576$453M0.06%+347,92413F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC7,863,936$405M2.04%-2,893,38613F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\7,371,486$380M0.5%+435,63413F-HRTimelineGroup
Japan Science & Technology Agency7,237,448$373M6.38%013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,728,372$347M0.03%+1,305,30113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding6,214,186$320M+442,079Timeline
BlackRock, Inc.in group BlackRock, Inc.5,762,896$297M0.01%+4,433,98713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY4,966,530$256M0.02%+653,46513F-HR/ATimelineGroup
ASSETMARK, INCin group ASSETMARK, INC4,890,190$252M0.68%+393,86013F-HRTimelineGroup
One Capital Management, LLC4,548,612$234M7.75%+57,36313F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC4,283,422$221M0.06%+137,09513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN3,961,015$204M0.05%+492,97113F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,639,717$187M0.04%+80,95613F-HRTimelineGroup
Matson Money. Inc.3,344,208$172M6.18%+17,29413F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,035,290$156M0.03%+206,15713F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP2,736,175$141M4.15%-833,68313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,321,404$120M0.04%13F-HR/ATimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…2,042,649$105M0.89%-13,96113F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,975,290$102M0.07%+91,46813F-HRTimelineGroup
Legal & General Group Plcin group Legal & General Group Plc1,814,299$93.6M0.02%new13F-HRTimelineGroup
Acropolis Investment Management, LLC1,800,482$92.7M5.47%-1,87213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,799,643$92.7M0.02%+219,96113F-HRTimelineGroup
Franklin Resourcesgroup of 2 filers holding1,654,476$85.2M+15,546Timeline
LPL Financial LLC1,617,942$83.3M0.03%+303,20313F-HRTimeline
Klaas Financial Asset Advisors, LLC1,513,256$77.9M13.73%+9,12613F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,506,599$77.6M0.01%-92,78313F-HRTimelineGroup
FMR LLCin group FMR LLC1,438,449$74.1M<0.01%-1,828,11813F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,430,141$73.7M0.08%-84,16013F-HRTimelineGroup
Gradient Investments LLCin group Gradient Investments LLC1,420,925$73.2M1.48%-238,53013F-HRTimelineGroup
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,334,453$68.7M0.06%+1,061,90113F-HRTimelineGroup
GREENWOOD GEARHART LLC1,329,506$68.5M4.72%+228,49313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,256,992$64.7M0.1%+457,79213F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,198,426$61.7M0.24%+36,93513F-HRTimelineGroup
Haverford Trust Co1,178,632$60.7M0.6%+44,31113F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,117,851$57.6M1.61%+309,75313F-HRTimeline
NorthCoast Asset Management LLC1,099,229$56.7M0.28%+62,90213F-HR/ATimeline
Charter Oak Capital Management, LLC1,061,333$54.7M5.09%+199,79513F-HRTimeline
Ally Invest Advisors Inc.927,275$47.8M4.14%+37,90913F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO913,308$47M<0.01%-1,534,17513F-HRTimelineGroup
American Family Investments, Inc.in group American Family Investments, …751,159$38.7M1.87%013F-HRTimelineGroup
Dodds Wealth, LLC746,576$38.5M12.38%+48,39813F-HRTimeline
MAI Capital Management717,721$37M0.28%new13F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …680,000$35M0.03%013F-HRTimelineGroup
Janney Montgomery Scott LLC660,447$34M0.09%+73,70613F-HRTimeline
Flagstone Financial Management627,640$32.3M10.74%+44,89613F-HRTimeline
Scarborough Advisors, LLC625,942$32.2M4.56%+8,73213F-HRTimeline
Dakota Wealth Management578,492$29.8M0.69%+147,56813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…573,291$29.5M0.06%+280,62113F-HR/ATimeline
Thoma Capital Management LLC532,873$27.4M18.8%13F-HRTimeline
PROFFITT & GOODSON INC509,762$26.3M4.36%+21,03513F-HRTimeline
ProVise Management Group, LLC506,049$26.1M2.23%+67913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC505,822$26.1M0.04%+25,02713F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.500,398$25.8M0.05%+62,35913F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC493,394$25.4M4.41%+5,30813F-HRTimeline
Graypoint LLC462,849$23.8M1.44%-22,80213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/448,784$23.1M0.01%+29,64013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co442,941$22.8M0.3%+254,63113F-HRTimelineGroup
Financial Partners Group, Inc440,979$22.7M3.31%-4,17313F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP437,199$22.5M0.02%+114,72413F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …435,600$22.4M0.02%+101,09213F-HRTimelineGroup
BOYD WATTERSON ASSET MANAGEMENT LLC/OH414,062$21.3M5.93%-79,00013F-HRTimeline
DT Investment Partners, LLC403,215$20.8M1.76%+6,24913F-HRTimeline
Cetera Investment Advisers392,674$20.2M0.04%+56,68813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…370,091$19.4M0.04%+44,92113F-HRTimelineGroup
ARKANSAS FINANCIAL GROUP, INC.373,813$19.3M3.11%-25,88213F-HRTimeline
TPG Financial Advisors, LLC368,312$19M8.25%+14,63113F-HRTimeline
GDS Wealth Management362,728$18.7M1.7%+40,33313F-HRTimeline
BCK Partners, Inc.354,333$18.3M11.19%-99,62313F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…337,281$17.4M0.04%013F-HRTimelineGroup
Black Diamond Financial, LLC333,608$17.2M2.58%+126,76613F-HRTimeline
Advisors Capital Management, LLC330,517$17M0.27%new13F-HRTimeline
Ameliora Wealth Management Ltd.327,205$16.9M6.32%-26513F-HRTimeline
BIRCHBROOK, INC.326,829$16.8M9.57%+7,19213F-HRTimeline
WESPAC Advisors SoCal, LLC326,332$16.8M3.8%+30,60913F-HRTimeline
LEUTHOLD GROUP, LLC320,709$16.5M1.98%-74,19213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.317,543$16.4M0.04%+27,25813F-HR/ATimelineGroup
Cyndeo Wealth Partners, LLC316,458$16.3M1.1%+7,66813F-HRTimeline
Roundview Capital LLC314,365$16.2M1.13%+3,89313F-HRTimeline
Mariner, LLCin group Mariner, LLC311,412$16M0.03%+53,99313F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\310,445$16M0.01%013F-HR/ATimelineGroup
NewSquare Capital LLC309,285$15.9M1.27%-4,35713F-HRTimeline
MFA WEALTH ADVISORS, LLC289,612$14.9M3.82%new13F-HRTimeline
Carl P. Sherr & Co., LLC289,490$14.9M7.83%-80,52113F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT281,199$14.5M0.95%-2,88513F-HRTimelineGroup
Avidian Wealth Enterprises, LLC278,494$14.3M0.64%+15,04113F-HRTimeline
Prosperity Consulting Group, LLC265,602$13.7M1.03%+42,13113F-HRTimeline
Sabal Trust CO264,635$13.6M0.79%-38,78013F-HRTimeline
SYON CAPITAL LLC261,368$13.5M1.21%new13F-HRTimeline
Galvin, Gaustad & Stein, LLC261,354$13.5M1.21%+8,50713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC261,021$13.4M0.02%-1,35413F-HRTimelineGroup
World Investment Advisors257,945$13.3M0.36%+46,64913F-HRTimeline
HANCOCK WHITNEY CORP256,142$13.2M0.42%-1,75113F-HRTimeline
Freestate Advisors LLC254,835$13.1M13.57%-4,04213F-HRTimeline
Sigma Planning Corp252,653$13M0.41%+57413F-HRTimeline
Summit Wealth Partners, LLC250,413$12.9M2.65%+3,74913F-HRTimeline
MML INVESTORS SERVICES, LLC245,271$12.6M0.04%+14,30713F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC241,458$12.4M0.35%-45,90113F-HRTimeline
Gunma Bank,Ltd.240,000$12.4M4.08%+110,00013F-HRTimeline
Mendota Financial Group, LLC237,326$12.2M7.92%-40,60113F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…224,377$11.6M0.01%+110,78513F-HRTimelineGroup
COMERICA BANK213,968$11M0.04%+52,18413F-HR/ATimeline
Goldstone Financial Group, LLC212,121$10.9M1.71%-16,62913F-HRTimeline
CASTLEARK MANAGEMENT LLC209,704$10.8M0.38%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.208,779$10.8M0.07%-12,65513F-HRTimeline
RWA WEALTH PARTNERS, LLC208,042$10.7M0.13%new13F-HRTimeline
Chicago Partners Investment Group LLC207,363$10.6M0.35%+7,87813F-HRTimeline
LaSalle St. Investment Advisors, LLC204,118$10.5M3.26%-1,92313F-HRTimeline
Prime Capital Investment Advisors, LLC200,329$10.3M0.15%-14,04813F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC198,539$10.2M1.77%+8,51013F-HRTimeline
CWM, LLCin group CWM, LLC189,339$9.75M0.04%+4,20013F-HRTimelineGroup
Quantitative Strategies, Inc.186,364$9.6M5.13%+3,99113F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.183,980$9.47M0.13%+10,94913F-HRTimelineGroup
FLPUTNAM INVESTMENT MANAGEMENT CO183,477$9.45M0.17%-13,39013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.182,177$9.34M0.02%-12,58413F-HRTimelineGroup
REBALANCE, LLC176,278$9.08M0.68%+6,17513F-HRTimeline
D.A. DAVIDSON & CO.175,484$9.04M0.07%-25,45813F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS175,275$9.03M0.01%-156,52513F-HRTimelineGroup
ADAPT WEALTH ADVISORS, LLC167,744$8.64M4.25%+32,09413F-HRTimeline
Caldwell Trust Co165,637$8.53M0.89%+19,55513F-HRTimeline
Steward Partners Investment Advisory, L…165,569$8.53M0.08%+22,03713F-HRTimeline
JMAC ENTERPRISES LLC161,951$8.34M1.31%+18,98513F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP159,040$8.19M0.01%-3,75413F-HRTimelineGroup
Blue Fin Capital, Inc.155,603$8.02M1.48%+16,39413F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC152,907$7.88M2.57%+63,27813F-HRTimeline
Kestra Advisory Services, LLCgroup of 3 filers holding152,743$7.87M-499,604Timeline
STEPHENS INC /AR/in group Stephens Investment Managemen…149,584$7.71M0.11%-11,03913F-HRTimelineGroup
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding148,993$7.67M+11,975Timeline
Compound Planning, Inc.146,302$7.54M0.38%+20,80113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/146,027$7.52M0.01%+1,47713F-HRTimelineGroup
Mutual Advisors, LLC145,952$7.51M0.22%+4,01913F-HRTimeline
DAVENPORT & Co LLC145,045$7.47M0.04%-10313F-HRTimeline
HighTower Advisors, LLC144,743$7.46M0.01%+17,25713F-HRTimeline
Destiny Capital Corp/CO142,341$7.33M4.45%-1,59113F-HRTimeline
Atria Wealth Solutions, Inc.141,183$7.27M0.08%+11,24313F-HRTimeline
THEORY FINANCIAL LLC140,961$7.26M3.04%+4,40613F-HRTimeline
Creative Planningin group Creative Planning138,162$7.12M0.01%+95913F-HRTimelineGroup
NewEdge Advisors, LLC137,946$7.11M0.04%+16,07613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC137,890$7.1M0.01%+24413F-HRTimelineGroup
Private Advisor Group, LLC134,702$6.94M0.04%+8,92013F-HRTimeline
Mittelman Wealth Management132,345$6.82M6.34%-63,62613F-HRTimeline
Checchi Capital Advisers, LLC126,786$6.53M0.49%+1,65713F-HRTimeline
Aspen Investment Management Inc124,975$6.44M2.99%+7,51513F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC123,688$6.37M0.09%+2,24013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC121,411$6.25M1.11%+23,94413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC121,334$6.25M0.01%+57,72413F-HRTimelineGroup
Manhattan West Asset Management, LLC117,171$6.04M1.63%+7,45213F-HRTimeline
Asio Capital, LLC115,702$5.96M1.13%-104,06513F-HRTimeline
Wealthstar Advisors, LLC112,492$5.79M2.52%13F-HRTimeline
Destination Wealth Management112,096$5.77M0.18%+4,52213F-HRTimeline
Darrow Company, Inc.111,061$5.72M3.32%+5,45713F-HRTimeline
MGO ONE SEVEN LLC110,512$5.69M0.22%+14,31313F-HRTimeline
Financial Advocates Investment Manageme…110,351$5.68M0.32%-94,74113F-HRTimeline
Hennion & Walsh Asset Management, Inc.108,118$5.57M0.25%+9,43213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…107,566$5.54M0.41%+3,23913F-HRTimeline
Fisher Asset Management, LLC104,657$5.39M<0.01%+10,04413F-HRTimeline
One Wealth Map LLC102,086$5.32M3.23%-68013F-HRTimeline
FDx Advisors, Inc.103,029$5.31M1.55%+28,14913F-HRTimeline
Goelzer Investment Management, Inc.102,530$5.28M0.31%+5,18413F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC101,911$5.25M<0.01%-78513F-HRTimelineGroup
Summit Wealth Group, LLC98,338$5.07M1.47%-10,17013F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co97,200$5.02M1.25%013F-HRTimelineGroup
JB Capital LLC94,623$4.87M0.27%+3,24513F-HRTimeline
PEOPLES BANK /OH93,668$4.82M2.84%+69613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC93,457$4.81M1.84%new13F-HRTimeline
Bray Capital Advisors92,385$4.76M1.29%+1,07013F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …91,131$4.69M0.71%+2,24813F-HRTimeline
Van Hulzen Asset Management, LLC89,725$4.62M0.34%+5,84313F-HRTimeline
Enclave Advisors LLC89,310$4.6M0.76%+28,04313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…89,273$4.6M0.01%+4,67213F-HRTimelineGroup
SageView Advisory Group, LLC88,179$4.54M0.2%-2,77013F-HRTimeline
Veridan Wealth LLC86,712$4.48M2.1%13F-HRTimeline
Breakwater Capital Group85,920$4.43M0.88%+4,27113F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding84,403$4.35M+26,284Timeline
Freedom Investment Management, Inc.83,553$4.3M0.36%+7,56413F-HRTimeline
MV CAPITAL MANAGEMENT, INC.83,302$4.29M0.46%+7,33813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC83,289$4.29M0.4%+12,28913F-HRTimeline
LFA - Lugano Financial Advisors SA82,765$4.26M2.79%+73413F-HRTimeline
Prasad Wealth Partners, LLC82,752$4.26M1.38%13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS115,175$4.26M0.01%+17,73813F-HRTimeline
City State Bank82,015$4.22M1.49%+2,66013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC79,632$4.1M2.21%-3,23313F-HRTimeline
Waverly Advisors, LLC79,206$4.08M0.06%+8,20713F-HRTimeline
Smith Salley Wealth Management79,133$4.08M0.26%+1,26813F-HRTimeline
UMB Bank, n.a.78,455$4.04M0.06%-9,69013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
JAMES INVESTMENT RESEARCH, INC.77,163$3.97M0.47%-37,37413F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT75,696$3.9M0.24%+5,18313F-HRTimeline
Brown Financial Advisors75,424$3.89M1.56%-13,91413F-HRTimeline
FORTE ASSET MANAGEMENT LLC74,451$3.83M2.04%+3,40813F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.74,184$3.82M0.83%+24813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV73,383$3.78M0.01%-18,55313F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC72,220$3.72M1.41%+9913F-HR/ATimeline
CoreCap Advisors, LLC69,341$3.57M0.16%+12,72013F-HRTimeline
Kingsview Wealth Management, LLC68,740$3.54M0.07%+22,27513F-HRTimeline
Vise Technologies, Inc.68,403$3.52M0.29%+12,48413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC66,810$3.44M0.11%-7,28813F-HRTimeline
BECKER CAPITAL MANAGEMENT INC66,073$3.4M0.11%+3,60913F-HRTimeline
Agate Pass Investment Management, LLC64,786$3.34M1.51%+90913F-HRTimeline
Ackerman Capital Advisors, LLC64,076$3.3M0.87%+43713F-HRTimeline