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Security record · archived quarter

IGIB

iShares 5-10 Year Investment Grade Corporate Bond ETF · Financial Services · Asset Management - Bonds

50.80 0.0% mkt cap $19.07B quote delayed (FMP) · as of Oct 18 03:59 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
70Tracked holders
-2Δ holders
172.52MShares held
$9.30BReported value
+0New positions
−2Exits
Falling Conviction score 44/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -2.8% · share flow -2.4% · net new positions -2.9% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 +1 1.31M $66.19M +1 n/a
Q2 2026 70 0 186.43M $9.94B +3 −3
Q1 2026 71 0 176.76M $9.41B +3 −3
Q4 2025 70 -2 172.52M $9.30B n/a −2
Q3 2025 8 0 18.10M $978.82M n/a n/a
Q2 2025 5 0 9.62M $512.54M n/a n/a
Q1 2025 3 +1 314.23K $16.50M +1 n/a
Q4 2024 2 -1 225.99K $11.64M n/a −1
Q3 2024 3 0 271.42K $14.58M +1 −1
Q2 2024 3 n/a 219.87K $11.27M n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 Financial Engines Advisors L.L.C. 63.17M n/a $3.40B 6.4% n/c 1 SEC ↗
2 Charles Schwab Investment… 12.34M n/a $664.74M 0.1% n/c 1 SEC ↗
3 Northern Trust Corp 11.61M n/a $625.57M 0.1% n/c 1 SEC ↗ ×3
4 Assetmark, Inc 7.39M n/a $398.40M 0.8% n/c 1 SEC ↗
5 Morgan Stanley ✦ 6.21M +10.8% $334.62M 0.0% ▲ Add 2 SEC ↗ ×5
6 Bank Of America Corp /De/ 6.17M n/a $332.62M 0.0% n/c 1 SEC ↗ ×4
7 Envestnet Asset Management Inc 6.12M n/a $329.69M 0.1% n/c 1 SEC ↗
8 Legal & General Group Plc 5.00M n/a $270.18M 0.1% n/c 1 SEC ↗
9 Wells Fargo & Company/Mn 4.93M n/a $265.72M 0.1% n/c 1 SEC ↗ ×4
10 Ameriprise Financial Inc 3.93M n/a $211.67M 0.0% n/c 1 SEC ↗ ×3
11 UBS Group AG 3.91M n/a $210.63M 0.0% n/c 1 SEC ↗ ×2
12 Fidelity (FMR) ✦ 3.58M -0.4% $193.10M 0.0% ▼ Trim 3 SEC ↗
13 LPL Financial LLC 3.16M n/a $170.45M 0.0% n/c 1 SEC ↗
14 Raymond James Financial Inc 3.12M n/a $167.89M 0.1% n/c 1 SEC ↗ ×4
15 Royal Bank Of Canada 2.92M n/a $157.24M 0.0% n/c 1 SEC ↗ ×8
16 BlackRock ✦ (passive) 2.01M -66.2% $108.46M 0.0% ▼ Trim 3 SEC ↗ ×5
17 Franklin Resources Inc 1.86M n/a $100.31M 0.0% n/c 1 SEC ↗ ×6
18 Pnc Financial Services Group, Inc. 1.81M n/a $97.46M 0.1% n/c 1 SEC ↗ ×8
19 Stifel Financial Corp 1.56M n/a $83.97M 0.1% n/c 1 SEC ↗ ×6
20 Goldman Sachs Group ✦ 1.54M -21.8% $82.82M 0.0% ▼ Trim 2 SEC ↗ ×4
21 Wealth Enhancement Advisory… 1.35M n/a $73.00M 0.1% n/c 1 SEC ↗
22 Manufacturers Life Insurance… 1.35M n/a $72.90M 0.1% n/c 1 SEC ↗
23 Jones Financial Companies Lllp 1.34M n/a $72.41M 0.0% n/c 1 SEC ↗
24 Us Bancorp \De\ 1.19M n/a $64.23M 0.1% n/c 1 SEC ↗ ×5
25 HighTower Advisors, LLC 1.17M n/a $63.14M 0.1% n/c 1 SEC ↗
26 Truist Financial Corp 1.09M n/a $58.96M 0.1% n/c 1 SEC ↗ ×3
27 Cetera Investment Advisers 1.08M n/a $58.02M 0.1% n/c 1 SEC ↗
28 Cwm, Llc 944.62K n/a $50.90M 0.1% n/c 1 SEC ↗
29 Bank of New York Mellon Corp 902.23K n/a $48.61M 0.0% n/c 1 SEC ↗ ×4
30 Mitsubishi UFJ Trust & Banking Corp 785.28K n/a $42.36M 0.1% n/c 1 SEC ↗
31 Rockefeller Capital Management L.P. 750.26K n/a $40.42M 0.1% n/c 1 SEC ↗ ×2
32 Bank Of Montreal /Can/ 730.93K n/a $39.38M 0.0% n/c 1 SEC ↗ ×5
33 State Farm Mutual Automobile… 680.00K n/a $36.64M 0.0% n/c 1 SEC ↗
34 Baird Financial Group, Inc. 645.37K n/a $34.77M 0.1% n/c 1 SEC ↗ ×2
35 Focus Partners Wealth 621.98K n/a $33.51M 0.0% n/c 1 SEC ↗
36 Cerity Partners LLC 517.32K n/a $27.87M 0.0% n/c 1 SEC ↗
37 JPMorgan Chase ✦ 475.64K -23.6% $25.63M 0.0% ▼ Trim 2 SEC ↗ ×5
38 Osaic Holdings, Inc. 450.93K n/a $24.30M 0.0% n/c 1 SEC ↗ ×4
39 Northwestern Mutual Wealth… 406.02K n/a $21.88M 0.0% n/c 1 SEC ↗
40 Lido Advisors, LLC 352.90K n/a $19.08M 0.1% n/c 1 SEC ↗ ×2
41 Mml Investors Services, Llc 350.11K n/a $18.86M 0.0% n/c 1 SEC ↗
42 Capstone Investment Advisors, Llc 327.50K n/a $17.65M 0.2% n/c 1 SEC ↗
43 Deutsche Bank Ag\ 310.44K n/a $16.73M 0.0% n/c 1 SEC ↗ ×2
44 Mariner, LLC 299.33K n/a $16.13M 0.0% n/c 1 SEC ↗ ×3
45 Commonwealth Equity Services, Llc 293.76K n/a $15.83M 0.0% n/c 1 SEC ↗
46 Sumitomo Mitsui Trust Group, Inc. 263.00K n/a $14.17M 0.0% n/c 1 SEC ↗
47 Citigroup Inc 233.54K n/a $12.58M 0.0% n/c 1 SEC ↗
48 First Trust Advisors Lp 214.96K n/a $11.58M 0.0% n/c 1 SEC ↗
49 National Bank Of Canada /Fi/ 149.36K n/a $8.05M 0.0% n/c 1 SEC ↗
50 Creative Planning 141.15K n/a $7.61M 0.0% n/c 1 SEC ↗
51 Man Group plc 135.02K n/a $7.27M 0.0% n/c 1 SEC ↗
52 Hsbc Holdings Plc 128.61K n/a $6.93M 0.0% n/c 1 SEC ↗ ×8
53 1832 Asset Management L.P. 85.08K n/a $4.58M 0.0% n/c 1 SEC ↗
54 Kayne Anderson Rudnick Investment… 70.41K n/a $3.79M 0.0% n/c 1 SEC ↗
55 Corient Private Wealth LP 69.92K n/a $3.72M 0.0% n/c 1 SEC ↗ ×2
56 Captrust Financial Advisors 57.18K n/a $3.08M 0.0% n/c 1 SEC ↗
57 Fisher Asset Management ✦ 53.08K -2.4% $2.86M 0.0% ▼ Trim 7 SEC ↗
58 Mercer Global Advisors Inc /Adv 52.36K n/a $2.82M 0.0% n/c 1 SEC ↗
59 Barclays Plc 29.68K n/a $1.60M 0.0% n/c 1 SEC ↗ ×2
60 Hrt Financial Lp 28.11K n/a $1.51M 0.0% n/c 1 SEC ↗
61 Lazard Asset Management Llc 18.90K n/a $1.02M 0.0% n/c 1 SEC ↗
62 Quantinno Capital Management LP 5.63K n/a $303,183 0.0% n/c 1 SEC ↗
63 Cibc World Market Inc. 4.41K n/a $237,826 0.0% n/c 1 SEC ↗
64 Blair William & Co/Il 2.44K n/a $131,521 0.0% n/c 1 SEC ↗
65 TD Waterhouse Canada Inc. 1.38K n/a $74,071 0.0% n/c 1 SEC ↗
66 UBS AM, a distinct business unit of… 800 n/a $43,104 0.0% n/c 1 SEC ↗
67 Fifth Third Bancorp 500 n/a $26,940 0.0% n/c 1 SEC ↗
68 Bnp Paribas Financial Markets 118 n/a $6,358 0.0% n/c 1 SEC ↗
69 Simplex Trading, Llc 58 n/a $3,125 0.0% n/c 1 SEC ↗
70 Russell Investments Group, Ltd. 2 n/a $108 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

No new tracked buyers this quarter.

Exited

Renaissance Technologies $11.36M was 0.0%
Citadel Advisors $4.91M was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 701 holders, 251.24M shares, $13.27B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.

Frequently co-owned

What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.

Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR. Reporting period: Q4 2025 · Methodology · Get this via the API