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
Financial Engines Advisors L.L.C.59,918,446$3.24B6.19%+2,371,53913F-HRTimeline
Charles Schwab Trust Cogroup of 2 filers holding11,753,447$636M+422,593Timeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,927,480$591M0.08%+1,144,38013F-HRTimelineGroup
PRUDENTIAL PLCin group PRUDENTIAL PLC9,245,452$500M3.67%+285,04913F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding7,839,445$424M+786,789Timeline
ASSETMARK, INCin group ASSETMARK, INC6,967,495$377M0.81%+458,24913F-HRTimelineGroup
BlackRock, Inc.in group BlackRock, Inc.5,949,890$322M0.01%+225,94813F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY5,604,915$303M0.02%+467,45913F-HR/ATimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/5,585,790$302M0.02%+483,98413F-HR/ATimelineGroup
One Capital Management, LLC5,008,290$271M8.64%+482,44913F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN4,428,226$240M0.05%-68,03713F-HRTimelineGroup
UBS Group AGin group UBS Group AG3,780,268$204M0.04%-63,61213F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC3,745,025$202M0.05%-86,19913F-HRTimelineGroup
ALLSTATE CORPin group ALLSTATE CORP3,632,500$196M4.48%+1,112,70113F-HRTimelineGroup
FMR LLCin group FMR LLC3,596,887$195M0.01%-75,71713F-HRTimelineGroup
Matson Money. Inc.3,327,603$180M5.93%+18,69913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA3,148,539$170M0.03%+80,95313F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,900,946$157M0.05%+89,78213F-HRTimelineGroup
LPL Financial LLC2,320,462$126M0.04%-115,03813F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC1,966,074$106M0.02%-30313F-HRTimelineGroup
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…1,951,956$106M0.76%-16,66513F-HRTimelineGroup
Acropolis Investment Management, LLC1,966,925$105M5.33%+85,85113F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,886,234$102M0.06%+1,42213F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources1,803,744$97.6M0.02%+95,31513F-HRTimelineGroup
TD PRIVATE CLIENT WEALTH LLC1,776,456$96.1M2.16%+327,24613F-HRTimeline
Klaas Financial Asset Advisors, LLC1,612,252$87.2M13.09%+55,04613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP1,524,685$82.5M0.08%+78,19913F-HRTimelineGroup
GREENWOOD GEARHART LLC1,481,351$80.1M4.62%+51,47913F-HRTimeline
Charter Oak Capital Management, LLC1,427,742$77.2M6.06%+143,04513F-HRTimeline
MANUFACTURERS LIFE INSURANCE COMPANY, T…in group MANUFACTURERS LIFE INSURANCE …1,343,972$72.7M0.06%-10,90313F-HRTimelineGroup
Haverford Trust Co1,301,499$70.4M0.64%+60,66013F-HRTimeline
HighTower Advisors, LLC1,174,277$63.5M0.07%+1,020,99413F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\1,166,949$63.1M0.07%-1,402,03813F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…1,102,380$59.6M0.21%+27,35913F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP1,066,345$57.7M0.08%+79,11913F-HRTimelineGroup
Horizon Investments, LLC1,059,071$56.8M0.75%+19,39413F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,035,016$55.9M0.04%+252,63813F-HRTimelineGroup
Ally Invest Advisors Inc.1,004,907$54.4M3.9%+44,35813F-HRTimeline
Dakota Wealth Management983,218$53.2M1.07%+165,65513F-HR/ATimeline
Legal & General Group Plcin group Legal & General Group Plc972,776$52.6M0.01%+862,81813F-HRTimelineGroup
NorthCoast Asset Management LLC940,501$50.9M0.2%-36,91213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp919,195$49.7M0.01%-1,004,41513F-HRTimelineGroup
MAI Capital Management885,174$47.9M0.3%+62,01613F-HRTimeline
Cetera Investment Advisers858,787$46.5M0.05%+155,17313F-HRTimeline
Dodds Wealth, LLC824,827$44.6M11.05%+51,37713F-HRTimeline
Mitsubishi UFJ Trust & Banking Corpin group Mitsubishi UFJ Trust & Bankin…801,281$43.4M0.1%+464,00013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.767,763$41.5M0.06%+73,71713F-HRTimelineGroup
Flagstone Financial Management740,520$40.1M10.57%+33,68413F-HRTimeline
MFA WEALTH ADVISORS, LLC738,989$40M8.73%+50,91713F-HRTimeline
Mutual Advisors, LLC723,719$39.4M0.87%+548,84313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/712,559$38.5M0.02%+57,09313F-HRTimelineGroup
Wealthspire Retirement, LLC702,767$38M2.43%+94,67013F-HR/ATimeline
Gradient Investments LLCin group Gradient Investments LLC692,313$37.4M0.63%+285,48813F-HRTimelineGroup
Thoma Capital Management LLC681,054$36.8M21.16%+66,42713F-HRTimeline
STATE FARM MUTUAL AUTOMOBILE INSURANCE …in group STATE FARM MUTUAL AUTOMOBILE …680,000$36.8M0.03%013F-HRTimelineGroup
Fiduciary Trust Coin group Fiduciary Trust Co648,389$35.1M0.4%+91,92513F-HRTimelineGroup
Baird Financial Group, Inc.in group Baird Financial Group, Inc.627,578$33.9M0.05%+113,49313F-HRTimelineGroup
Janney Montgomery Scott LLC619,307$33.5M0.08%+26,12913F-HRTimeline
Sumitomo Mitsui Trust Group, Inc.in group Sumitomo Mitsui Trust Group, …585,000$31.6M0.02%+262,00013F-HRTimelineGroup
ProVise Management Group, LLC583,021$31.5M2.32%+17,45013F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…537,643$29M0.04%+118,48813F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC516,986$28M4.62%-7,67813F-HRTimeline
SYON CAPITAL LLC512,640$27.7M1.49%+130,50013F-HRTimeline
Financial Partners Group, Inc462,699$25M3.12%+15,56113F-HRTimeline
GDS Wealth Management442,909$24M1.58%+18,04813F-HRTimeline
HANCOCK WHITNEY CORP440,175$23.8M0.43%-12,68113F-HRTimeline
BIRCHBROOK, INC.403,027$21.8M11.27%+32,87613F-HRTimeline
DT Investment Partners, LLC386,443$20.9M1.77%+41,56613F-HRTimeline
Avidian Wealth Enterprises, LLC379,935$20.6M0.77%+8,71313F-HRTimeline
Black Diamond Financial, LLC378,902$20.5M2.3%+62,11713F-HRTimeline
BCK Partners, Inc.375,389$20.3M10.93%+12,43813F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…369,486$20M0.01%+52,40413F-HRTimelineGroup
Lido Advisors, LLCin group Lido Advisors, LLC352,801$19.1M0.08%+142,67113F-HRTimelineGroup
Legacy Financial Group LLC350,342$19M2.48%+7,63913F-HRTimeline
Summit Wealth Group, LLC349,198$18.9M4.57%+9,74913F-HRTimeline
PROFFITT & GOODSON INC348,711$18.9M2.71%+8,74213F-HRTimeline
Cyndeo Wealth Partners, LLC346,930$18.8M1.04%-1,10213F-HRTimeline
Ameliora Wealth Management Ltd.337,765$18.3M6.08%-11,46013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.323,056$17.5M2.57%+11,60313F-HR/ATimeline
Advisors Capital Management, LLC318,392$17.2M0.21%+28,60913F-HRTimeline
Sigma Planning Corp317,909$17.2M0.49%+20,31513F-HRTimeline
CWM, LLCin group CWM, LLC312,566$16.9M0.05%+61,15413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO311,482$16.8M<0.01%+3,12513F-HR/ATimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\310,445$16.8M0.01%013F-HRTimelineGroup
Madison Asset Management, LLCin group Madison Asset Management, LLC309,483$16.7M0.18%+15,44113F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC309,221$16.7M0.02%-356,51913F-HRTimeline
Prosperity Consulting Group, LLC306,787$16.6M0.82%+10,24813F-HRTimeline
Gunma Bank,Ltd.299,554$16.2M5.07%+59,55413F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/298,240$16.1M0.02%+118,13713F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC294,816$15.9M0.02%+3,24013F-HRTimelineGroup
Roundview Capital LLC290,354$15.7M0.99%-10,79713F-HRTimeline
CAPSTONE INVESTMENT ADVISORS, LLCin group CAPSTONE INVESTMENT ADVISORS,…273,601$14.8M0.13%-61,20013F-HRTimelineGroup
BAILARD, INC.272,834$14.8M0.32%+68,64913F-HRTimeline
Galvin, Gaustad & Stein, LLC271,645$14.7M1.19%+4,32913F-HRTimeline
MML INVESTORS SERVICES, LLC270,402$14.6M0.04%-3,27413F-HRTimeline
ADAPT WEALTH ADVISORS, LLC269,468$14.6M5.39%+79,67213F-HRTimeline
BAR HARBOR WEALTH MANAGEMENTin group BAR HARBOR WEALTH MANAGEMENT267,860$14.5M0.87%-1,45213F-HRTimelineGroup
Summit Wealth Partners, LLC264,979$14.3M2.59%+10,08313F-HRTimeline
CASTLEARK MANAGEMENT LLC259,994$14.1M0.39%013F-HRTimeline
COMERICA BANK247,719$13.4M0.05%+11,15213F-HRTimeline
D.A. DAVIDSON & CO.241,042$13M0.08%+20,32913F-HRTimeline
Modern Wealth Management, LLC240,047$13M0.26%+61,88413F-HRTimeline
CITIGROUP INCin group CITIGROUP INC229,181$12.4M0.01%+93,75913F-HRTimelineGroup
Compound Planning, Inc.227,300$12.3M0.4%+43,03113F-HRTimeline
ANCHOR CAPITAL ADVISORS LLC224,542$12.1M0.35%-4,47713F-HRTimeline
OPPENHEIMER ASSET MANAGEMENT INC.group of 2 filers holding223,500$12.1M-2,908Timeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…218,367$11.8M0.02%+207,95313F-HRTimelineGroup
Caldwell Trust Co211,987$11.5M1.07%+14,26213F-HRTimeline
Steward Partners Investment Advisory, L…210,486$11.4M0.07%+10,54113F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC210,100$11.4M0.02%+114,10013F-HRTimeline
FIRST TRUST ADVISORS LPin group FIRST TRUST ADVISORS LP208,430$11.3M0.01%+45,43413F-HRTimelineGroup
Balance Wealth Partners LLC208,281$11.3M2.78%new13F-HRTimeline
World Investment Advisors205,833$11.1M0.23%+15,47313F-HRTimeline
Chicago Partners Investment Group LLC203,219$11.1M0.29%+16,63113F-HRTimeline
COLTON GROOME FINANCIAL ADVISORS, LLC204,446$11.1M3.39%+19,99613F-HRTimeline
Prime Capital Investment Advisors, LLC204,409$11.1M0.14%-9,26013F-HRTimeline
D L CARLSON INVESTMENT GROUP INC202,035$10.9M1.83%+9,28313F-HRTimeline
Blue Fin Capital, Inc.201,253$10.9M1.71%+19,92313F-HRTimeline
Carl P. Sherr & Co., LLC197,420$10.7M5.06%+3,75713F-HRTimeline
Mendota Financial Group, LLC197,188$10.7M7.96%+7,47013F-HRTimeline
WESPAC Advisors SoCal, LLC194,928$10.5M2.14%+7,59713F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.194,115$10.5M0.13%+4,89313F-HR/ATimelineGroup
Mittelman Wealth Management193,023$10.4M6.84%+23,80113F-HRTimeline
JMAC ENTERPRISES LLC190,411$10.3M2.04%+10,54313F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS187,188$10.1M0.01%+187,00713F-HRTimelineGroup
AMJ Financial Wealth Management183,935$9.95M2.41%+13,72313F-HRTimeline
LaSalle St. Investment Advisors, LLC182,788$9.89M1.77%-5,41513F-HRTimeline
SEMITAM BONAM LLC181,983$9.84M8.8%+4,65413F-HRTimeline
THEORY FINANCIAL LLC179,217$9.75M3.44%+12,87213F-HRTimeline
TPG Financial Advisors, LLC177,640$9.61M3.58%+3,16613F-HRTimeline
Freestate Advisors LLC175,714$9.5M7.97%+3,14313F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…174,195$9.42M0.02%+83,92813F-HRTimelineGroup
Private Advisor Group, LLC165,480$8.95M0.04%+1,47313F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC164,465$8.9M1.47%-6,31213F-HRTimeline
REBALANCE, LLC162,162$8.77M0.53%+4,19013F-HRTimeline
FIRST AMERICAN TRUST, FSB157,093$8.5M0.62%new13F-HRTimeline
DAVENPORT & Co LLC156,519$8.47M0.05%+3,04613F-HRTimeline
LEUTHOLD GROUP, LLC152,802$8.27M0.9%+9,72513F-HRTimeline
NewEdge Advisors, LLC152,308$8.24M0.04%+12,00613F-HRTimeline
Goldstone Financial Group, LLC151,719$8.21M0.97%+58013F-HRTimeline
Asio Capital, LLC150,941$8.16M1.22%-25,46013F-HRTimeline
NorthRock Partners, LLC147,982$8M0.14%new13F-HRTimeline
Aspen Investment Management Inc144,631$7.82M3.02%+11,08613F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…137,580$7.44M0.09%-30113F-HRTimelineGroup
Creative Planningin group Creative Planning137,482$7.44M0.01%-6,69713F-HRTimelineGroup
Cambridge Investment Research Advisors,…134,450$7.27M0.02%+11,88213F-HRTimeline
Smith Salley Wealth Management132,375$7.16M0.37%+8,01213F-HRTimeline
Destination Wealth Management130,128$7.04M0.19%+7,17613F-HRTimeline
Empowered Funds, LLC127,211$6.85M0.07%+33,23413F-HRTimeline
Betterment LLC125,059$6.76M0.01%+58713F-HRTimeline
Invera Wealth Advisors, LLC124,925$6.76M4.16%+2513F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC124,320$6.72M1.81%+4,23113F-HRTimeline
Darrow Company, Inc.122,664$6.68M3.1%+3,65913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC119,997$6.49M0.09%-3,84613F-HRTimeline
Hennion & Walsh Asset Management, Inc.119,447$6.46M0.23%+82913F-HRTimeline
INTEGRITY ALLIANCE, LLC.118,408$6.4M0.3%new13F-HRTimeline
New Millennium Group LLC117,754$6.37M2.91%new13F-HRTimeline
JB Capital LLC113,827$6.16M0.27%+7,97513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding113,370$6.13M-2,165Timeline
Goelzer Investment Management, Inc.112,280$6.07M0.32%+7,45213F-HRTimeline
MV CAPITAL MANAGEMENT, INC.111,252$6.02M0.58%+2,76313F-HRTimeline
NAPLES GLOBAL ADVISORS, LLC110,840$6M0.47%+9,04513F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…106,624$5.77M0.38%-2,66613F-HRTimeline
Man Group plcin group Man Group plc106,299$5.75M0.01%new13F-HRTimelineGroup
Checchi Capital Advisers, LLC105,538$5.71M0.39%-93913F-HRTimeline
Burns Matteson Capital Management, LLC104,140$5.63M2.36%+4,05313F-HRTimeline
One Wealth Map LLC104,419$5.63M2.99%-4,56913F-HRTimeline
Farther Finance Advisors, LLC101,177$5.47M0.08%+2,34013F-HRTimeline
CONNING INC.in group CONNING INC.100,754$5.45M0.18%013F-HRTimelineGroup
Waverly Advisors, LLC99,828$5.4M0.05%+5,54313F-HRTimeline
Holt Capital Advisors, L.L.C. dba Holt …98,708$5.34M0.86%+5,67013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.97,616$5.28M0.01%-71,34113F-HRTimelineGroup
TRANSATLANTIQUE PRIVATE WEALTH LLC97,478$5.27M1.72%+15,64213F-HRTimeline
Shelter Mutual Insurance Coin group Shelter Mutual Insurance Co97,200$5.26M1.18%013F-HRTimelineGroup
City State Bank96,760$5.23M1.51%+10,64513F-HRTimeline
Prasad Wealth Partners, LLC95,911$5.19M1.45%+11,09813F-HRTimeline
HM PAYSON & CO94,511$5.11M0.07%+39,96113F-HRTimeline
CoreCap Advisors, LLC93,628$5.06M0.18%+3,34413F-HRTimeline
PLANWISER FINANCIAL, LLC93,182$5.01M3.98%+32,27013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC90,825$4.91M<0.01%+37,16113F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers90,710$4.91M0.01%+30,72213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding89,312$4.82M+31,120Timeline
LFA - Lugano Financial Advisors SA88,985$4.79M2.53%+79013F-HRTimeline
KNIGHTSBRIDGE ASSET MANAGEMENT, LLC88,186$4.77M0.81%+82,76113F-HRTimeline
Veridan Wealth LLC86,843$4.7M1.62%13F-HRTimeline
FDx Advisors, Inc.85,349$4.62M1.38%+1,43413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC84,908$4.59M0.11%+2,54213F-HRTimeline
Stratos Wealth Partners, LTD.group of 2 filers holding84,633$4.58M+8,491Timeline
Van Hulzen Asset Management, LLC81,681$4.42M0.33%-9,57113F-HRTimeline
PEOPLES BANK /OH79,991$4.33M2.66%-1,80913F-HRTimeline
SageView Advisory Group, LLC79,473$4.3M0.15%-2,96213F-HRTimeline
Kingsview Wealth Management, LLC78,603$4.25M0.06%+8,02713F-HRTimeline
RFG Advisory, LLC78,217$4.23M0.09%new13F-HRTimeline
Wealthstar Advisors, LLC77,721$4.2M1.66%-23313F-HRTimeline
Banco Santander, S.A.in group Banco Santander, S.A.77,584$4.2M0.04%-5,94313F-HRTimelineGroup
JAMES INVESTMENT RESEARCH, INC.77,331$4.18M0.46%+1,18813F-HRTimeline
Breakwater Capital Group76,821$4.16M0.61%-9,70513F-HRTimeline
Smartleaf Asset Management LLC76,607$4.14M0.26%+49613F-HRTimeline
Manhattan West Asset Management, LLC75,808$4.1M0.87%+5,92813F-HRTimeline
RETIREMENT FINANCIAL SOLUTIONS, LLC75,763$4.1M1.28%-19,56013F-HR/ATimeline