Skip to content
Disclosery

IGIB ISHARES TR

Follow

ISHS 5-10YR INVT (fund)

646 managers (653 13F filers) reported a position in IGIB shares at 2025-06-30, 229,731,502 shares in all. 66 filers opened a position and 44 filers sold out during the quarter.

Managers
646
13F filers
653
New
66
Added
241
Reduced
212
Sold out
44
Shares held by filers
229,731,502

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Financial Engines Advisors L.L.C.57,546,907$3.07B6.12%-17,49213F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding11,330,854$604M+1,048,649Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP9,783,100$521M0.07%+242,54513F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC8,960,403$477M2.88%-1,606,34713F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,052,656$376M+470,907Timeline
ASSETMARK, INCin group ASSETMARK, INC6,509,246$347M0.82%+788,52113F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,723,942$305M0.01%-15,48313F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,137,456$274M0.02%+193,60813F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,101,806$272M0.02%-174,26613F-HRTimelineGroup
One Capital Management, LLC4,525,841$241M8.35%-36,09613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,496,263$240M0.05%+73,57213F-HRTimelineGroup
Japan Science & Technology Agency4,400,000$234M3.72%-556,00013F-HRTimeline
UBS Group AGin group UBS Group AG3,843,880$205M0.04%+89,69113F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,831,224$204M0.05%-35,64913F-HRTimelineGroup
FMR LLCin group FMR LLC3,672,604$196M0.01%-80,23213F-HRTimelineGroup
Matson Money. Inc.3,308,904$176M6.11%-15,81313F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,067,586$163M0.03%+12,79513F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,811,164$150M0.05%+8,50313F-HRTimelineGroup
US BANCORP \DE\in group US BANCORP \DE\2,568,987$137M0.17%-4,911,54613F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP2,519,799$134M9.67%-502,28813F-HRTimelineGroup
LPL Financial LLC2,435,500$130M0.04%+527,68313F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,968,621$105M0.85%-85,44713F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,966,377$105M0.02%-199,46613F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp1,923,610$103M0.02%+853,75913F-HRTimelineGroup
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,884,812$100M0.06%-113,82513F-HRTimelineGroup
Acropolis Investment Management, LLC1,881,074$100M5.51%+70,29413F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources1,708,429$91M0.02%+7,75913F-HRTimelineGroup
Klaas Financial Asset Advisors, LLC1,557,206$83M13.13%+22,71013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC1,449,210$77.2M1.9%+158,81213F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,446,486$77.1M0.07%-2,05213F-HRTimelineGroup
GREENWOOD GEARHART LLC1,429,872$76.2M4.76%-136,73113F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,354,875$72.2M0.06%+31,68113F-HRTimelineGroup
Charter Oak Capital Management, LLC1,284,697$68.5M5.78%+103,73713F-HRTimeline
Haverford Trust Co1,240,839$66.1M0.63%+15,23113F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,075,021$57.3M0.21%-13,46213F-HRTimelineGroup
Horizon Investments, LLC1,039,677$55M0.87%+1,039,65213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP987,226$52.6M0.08%-35,20813F-HRTimelineGroup
NorthCoast Asset Management LLC977,413$52.1M0.22%+106,41813F-HRTimeline
Ally Invest Advisors Inc.960,549$51.2M3.99%+14,34113F-HRTimeline
MAI Capital Management823,158$43.9M0.3%+70,27513F-HRTimeline
Dakota Wealth Management817,563$43.6M0.92%+202,30913F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP782,378$41.5M0.03%+144,14013F-HRTimelineGroup
Dodds Wealth, LLC773,450$41.2M11.05%+17,22513F-HRTimeline
Flagstone Financial Management706,836$37.7M10.8%+46,18613F-HRTimeline
Cetera Investment Advisers703,614$37.5M0.06%+235,04813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.694,046$36.8M0.07%+357,59313F-HR/ATimelineGroup
MFA WEALTH ADVISORS, LLC688,072$36.7M8.6%+95,76213F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …680,000$36.2M0.03%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC665,740$35.5M0.05%+111,30613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/655,466$34.9M0.02%+149,34813F-HRTimelineGroup
Thoma Capital Management LLC614,627$32.8M20.85%+45,78913F-HRTimeline
Wealthspire Retirement, LLC608,097$32.4M2.14%new13F-HRTimeline
Janney Montgomery Scott LLC593,178$31.6M0.08%-100,55213F-HRTimeline
ProVise Management Group, LLC565,571$30.1M2.38%-6,68013F-HRTimeline
Fiduciary Trust Coin group Fiduciary Trust Co556,464$29.7M0.36%+22,80513F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC524,664$28M4.83%+30,92213F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.514,085$27.4M0.05%+11,89613F-HRTimelineGroup
Graypoint LLC479,821$25.6M1.44%+21513F-HRTimeline
HANCOCK WHITNEY CORP452,856$24.1M0.46%+207,55613F-HRTimeline
Financial Partners Group, Inc447,138$23.8M3.3%+7,29213F-HRTimeline
American Family Investments, Inc.in group American Family Investments, …425,000$22.6M1.24%013F-HRTimelineGroup
GDS Wealth Management424,861$22.6M1.65%+18,46413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…419,155$22.2M0.04%+22,49213F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC406,825$21.7M0.4%-6,66213F-HRTimelineGroup
SYON CAPITAL LLC382,140$20.4M1.35%-11,28613F-HRTimeline
Avidian Wealth Enterprises, LLC371,222$19.8M0.8%+18,57313F-HRTimeline
BIRCHBROOK, INC.370,151$19.7M10.57%+15,23813F-HRTimeline
BCK Partners, Inc.362,951$19.3M11.35%+3,41513F-HRTimeline
Ameliora Wealth Management Ltd.349,225$18.6M6.66%+5,04613F-HRTimeline
Cyndeo Wealth Partners, LLC348,032$18.5M1.1%+3,34913F-HRTimeline
DT Investment Partners, LLC344,877$18.4M1.65%-27213F-HRTimeline
Legacy Financial Group LLC342,703$18.3M2.55%+2,33713F-HRTimeline
PROFFITT & GOODSON INC339,969$18.1M2.76%-13,97313F-HRTimeline
Summit Wealth Group, LLC339,449$18.1M4.65%+239,99213F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…337,281$18M0.04%013F-HRTimelineGroup
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…334,801$17.8M0.15%+259,20013F-HRTimelineGroup
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …323,000$17.2M0.01%-112,60013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…317,082$16.9M0.01%+57,57413F-HRTimelineGroup
Black Diamond Financial, LLC316,785$16.9M2.62%-27,90313F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.311,453$16.6M2.58%-7,07413F-HR/ATimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\310,445$16.5M0.01%013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO308,357$16.4M<0.01%-708,40013F-HRTimelineGroup
Roundview Capital LLC301,151$16M1.07%-8,32313F-HRTimeline
Sigma Planning Corp297,594$15.9M0.48%-3,85213F-HRTimeline
Prosperity Consulting Group, LLC296,539$15.8M1.15%+16,63613F-HRTimeline
Madison Asset Management, LLCin group Madison Asset Management, LLC294,042$15.7M0.17%new13F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC291,576$15.5M0.02%+9,81313F-HRTimelineGroup
Advisors Capital Management, LLC289,783$15.4M0.21%+40,32113F-HRTimeline
Capitolis Liquid Global Markets LLCin group CAPITOLIS LIQUID GLOBAL MARKE…289,300$15.4M0.11%new13F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.274,755$14.6M0.08%+12,68513F-HRTimeline
MML INVESTORS SERVICES, LLC273,676$14.6M0.04%-17,58513F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT269,312$14.4M0.92%-6,26613F-HRTimelineGroup
Galvin, Gaustad & Stein, LLC267,316$14.2M1.23%+13,81013F-HRTimeline
CASTLEARK MANAGEMENT LLC259,994$13.9M0.42%+225,03013F-HRTimeline
Summit Wealth Partners, LLC254,896$13.6M2.59%-2,16213F-HRTimeline
CWM, LLCin group CWM, LLC251,412$13.4M0.05%+54,60213F-HRTimelineGroup
Gunma Bank,Ltd.240,000$12.8M4.18%013F-HRTimeline
COMERICA BANK236,567$12.6M0.05%-7,11313F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC229,019$12.2M0.36%-6,14713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding226,408$12.1M+37,916Timeline
D.A. DAVIDSON & CO.220,713$11.8M0.08%+37,74913F-HRTimeline
Prime Capital Investment Advisors, LLC213,669$11.4M0.15%-437,58813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC210,130$11.2M0.06%+162,03313F-HRTimelineGroup
BAILARD, INC.204,185$10.9M0.25%+28,54713F-HRTimeline
Steward Partners Investment Advisory, L…199,945$10.7M0.08%+23,90513F-HRTimeline
Caldwell Trust Co197,725$10.5M1.05%+15,76213F-HRTimeline
Carl P. Sherr & Co., LLC193,663$10.3M5.22%-5,70313F-HRTimeline
D L CARLSON INVESTMENT GROUP INC192,752$10.3M1.87%+76,92313F-HRTimeline
World Investment Advisors190,360$10.1M0.23%-3,32313F-HRTimeline
ADAPT WEALTH ADVISORS, LLC189,796$10.1M4.52%+4,78913F-HRTimeline
Mendota Financial Group, LLC189,718$10.1M9.56%+16,50313F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.189,222$10.1M0.13%-1,69813F-HRTimelineGroup
LaSalle St. Investment Advisors, LLC188,203$10M2.75%-6,03613F-HRTimeline
WESPAC Advisors SoCal, LLC187,331$9.98M2.23%-71,48113F-HRTimeline
Chicago Partners Investment Group LLC186,588$9.9M0.29%-27,20613F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC184,450$9.83M3.33%+23,39213F-HRTimeline
Compound Planning, Inc.184,269$9.82M0.37%+41,70713F-HRTimeline
Blue Fin Capital, Inc.181,330$9.66M1.65%+7,91313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/180,103$9.6M0.01%-58,62613F-HR/ATimelineGroup
JMAC ENTERPRISES LLC179,868$9.59M2.05%+18,46813F-HRTimeline
Modern Wealth Management, LLC178,163$9.49M0.24%new13F-HR/ATimeline
SEMITAM BONAM LLC177,329$9.45M8.9%13F-HRTimeline
Asio Capital, LLC176,401$9.4M1.57%+61,50113F-HRTimeline
TPG Financial Advisors, LLC174,474$9.3M3.72%+24,98313F-HRTimeline
Mutual Advisors, LLC174,876$9.29M0.23%+24,50513F-HRTimeline
Freestate Advisors LLC172,571$9.2M8.21%-15,36913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC170,777$9.1M1.58%-29,68313F-HRTimeline
AMJ Financial Wealth Management170,212$9.07M2.3%+84,63613F-HRTimeline
Mittelman Wealth Management169,222$9.02M7.61%+34,62713F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.168,957$9M0.02%-3,18913F-HRTimelineGroup
THEORY FINANCIAL LLC166,345$8.84M3.35%+23,13313F-HRTimeline
Private Advisor Group, LLC164,007$8.74M0.05%+4,33213F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP162,996$8.69M0.01%+20413F-HRTimelineGroup
REBALANCE, LLC157,972$8.42M0.57%+1,35713F-HRTimeline
DAVENPORT & Co LLC153,473$8.18M0.05%+90013F-HRTimeline
HighTower Advisors, LLC153,283$8.17M0.01%-18,87513F-HRTimeline
Goldstone Financial Group, LLC151,139$8.01M1.06%-47,85113F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…148,120$7.89M0.01%+130,19813F-HRTimelineGroup
Creative Planningin group Creative Planning144,179$7.68M0.01%+12,30613F-HRTimelineGroup
LEUTHOLD GROUP, LLC143,077$7.62M0.91%+6,42113F-HRTimeline
NewEdge Advisors, LLC140,302$7.48M0.04%+1,66013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…137,881$7.35M0.1%-2,51613F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC135,422$7.22M0.01%-5,47713F-HRTimelineGroup
Aspen Investment Management Inc133,545$7.12M2.99%+5,90313F-HRTimeline
Invera Wealth Advisors, LLC124,900$6.66M4.34%+18,43713F-HRTimeline
Betterment LLC124,472$6.63M0.01%+22,18813F-HRTimeline
Smith Salley Wealth Management124,363$6.63M0.38%+44,51613F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC123,843$6.6M0.09%+4,28613F-HRTimeline
Destination Wealth Management122,952$6.55M0.19%+2,61213F-HRTimeline
Cambridge Investment Research Advisors,…122,568$6.53M0.02%+22,89513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC120,089$6.4M1.89%-17,13413F-HRTimeline
Darrow Company, Inc.119,005$6.34M3.21%+4,70513F-HRTimeline
Hennion & Walsh Asset Management, Inc.118,618$6.32M0.26%+8,07213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding115,535$6.16M-22,371Timeline
Legal & General Group Plcin group Legal & General Group Plc109,958$5.83M<0.01%-251,07813F-HRTimelineGroup
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…109,290$5.82M0.4%-2,04613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.108,489$5.78M0.59%+61913F-HRTimeline
One Wealth Map LLC108,988$5.78M3.17%+10,06213F-HRTimeline
Checchi Capital Advisers, LLC106,477$5.67M0.4%-17,25113F-HRTimeline
JB Capital LLC105,852$5.64M0.27%+8,56113F-HRTimeline
Goelzer Investment Management, Inc.104,828$5.59M0.31%+1,32813F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC101,795$5.42M0.47%+3,90213F-HRTimeline
HSBC HOLDINGS PLCin group HSBC HOLDINGS PLC101,660$5.42M<0.01%+67413F-HRTimelineGroup
CONNING INC.in group CONNING INC.100,754$5.37M0.18%013F-HRTimelineGroup
Burns Matteson Capital Management, LLC100,087$5.33M2.58%+44,70713F-HRTimeline
Farther Finance Advisors, LLC98,837$5.27M0.11%+8,75713F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co97,200$5.17M1.2%013F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC96,000$5.12M0.01%-124,60013F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC95,323$5.08M1.79%-31213F-HR/ATimeline
Waverly Advisors, LLC94,285$5.02M0.06%+12,51513F-HRTimeline
Empowered Funds, LLC93,977$4.99M0.06%new13F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …93,038$4.96M0.85%+89813F-HRTimeline
Van Hulzen Asset Management, LLC91,252$4.86M0.41%+2,60613F-HRTimeline
Atria Wealth Solutions, Inc.90,461$4.81M0.11%-23,93113F-HRTimeline
CoreCap Advisors, LLC90,284$4.81M0.19%+6,37813F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…90,267$4.81M0.01%+12,77913F-HR/ATimelineGroup
LFA - Lugano Financial Advisors SA88,195$4.66M2.76%-62313F-HRTimeline
Breakwater Capital Group86,526$4.61M0.75%+1,62813F-HRTimeline
City State Bank86,115$4.59M1.44%+1,35013F-HRTimeline
Prasad Wealth Partners, LLC84,813$4.52M1.32%-2,25613F-HRTimeline
FDx Advisors, Inc.83,915$4.47M1.37%-13,93213F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.83,527$4.45M0.04%+2,72613F-HRTimelineGroupThe filing omitted confidential holdings, a later amendment may add them.
INDEPENDENT FINANCIAL GROUP, LLC82,366$4.39M0.12%+13,70913F-HRTimeline
SageView Advisory Group, LLC82,435$4.37M0.17%+2,05013F-HRTimeline
TRANSATLANTIQUE PRIVATE WEALTH LLC81,836$4.36M1.6%+2,35413F-HRTimeline
PEOPLES BANK /OH81,800$4.36M2.69%-11,46213F-HRTimeline
RWA WEALTH PARTNERS, LLC79,234$4.22M0.05%new13F-HRTimeline
Wealthstar Advisors, LLC77,954$4.15M1.56%-33,80613F-HRTimeline
JAMES INVESTMENT RESEARCH, INC.76,143$4.06M0.48%-20713F-HRTimeline
Stratos Wealth Partners, LTD.group of 3 filers holding76,142$4.06M-8,518Timeline
Smartleaf Asset Management LLC76,111$4.04M0.36%+9,25113F-HRTimeline
Vise Technologies, Inc.75,638$4.03M0.17%13F-HRTimeline
Per Stirling Capital Management, LLC.72,360$3.86M0.5%-1,99913F-HRTimeline
Fisher Asset Management, LLC71,741$3.82M<0.01%-17,24113F-HRTimeline
WOOSTER CORTHELL WEALTH MANAGEMENT, INC.70,997$3.78M0.7%-2,68613F-HRTimeline
Kingsview Wealth Management, LLC70,576$3.76M0.06%-44913F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…70,615$3.76M0.01%+6,93013F-HRTimeline
Manhattan West Asset Management, LLC69,880$3.72M0.86%+3,92913F-HRTimeline
BECKER CAPITAL MANAGEMENT INC69,610$3.71M0.12%+3,40713F-HRTimeline
MERITAGE PORTFOLIO MANAGEMENT68,398$3.64M0.23%-1,76113F-HRTimeline