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Security record · archived quarter

IGSB

iShares 1-5 Year Investment Grade Corporate Bond ETF · Financial Services · Asset Management - Bonds

51.47 -0.1% mkt cap $23.52B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
86Tracked holders
+2Δ holders
153.70MShares held
$8.08BReported value
+5New positions
−3Exits
Stable Conviction score 41/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +2.4% · share flow -2.7% · net new positions +2.3% · formula
Ownership fragmentation: more holders, smaller aggregate stake

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 3 0 956.94K $49.04M n/a −1
Q2 2026 79 -5 153.95M $8.07B +3 −9
Q1 2026 86 +2 153.70M $8.08B +5 −3
Q4 2025 82 +3 157.64M $8.34B +3 n/a
Q3 2025 10 -3 49.05M $2.60B n/a −3
Q2 2025 10 +1 29.34M $1.55B +2 −1
Q1 2025 7 0 6.06M $317.27M +1 −1
Q4 2024 7 +1 5.75M $297.21M +1 n/a
Q3 2024 6 -1 4.31M $227.14M n/a −1
Q2 2024 7 n/a 2.98M $152.71M n/a n/a
Holder count
Who holds it · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 Northern Trust Corp 24.75M +0.9% $1.30B 0.2% ▲ Add 2 SEC ↗ ×3
2 BlackRock ✦ (passive) 12.74M +7.4% $669.57M 0.0% ▲ Add 4 SEC ↗ ×6
3 Ameriprise Financial Inc 10.44M -20.9% $550.48M 0.1% ▼ Trim 2 SEC ↗ ×4
4 Bank Of America Corp /De/ 9.01M +14.8% $473.37M 0.0% ▲ Add 2 SEC ↗ ×5
5 Morgan Stanley ✦ 8.95M +4.1% $470.25M 0.0% ▲ Add 3 SEC ↗ ×3
6 Envestnet Asset Management Inc 7.00M +16.5% $367.99M 0.1% ▲ Add 2 SEC ↗
7 Goldman Sachs Group ✦ 6.13M -32.6% $322.29M 0.0% ▼ Trim 3 SEC ↗ ×2
8 UBS Group AG 5.50M +11.1% $289.22M 0.1% ▲ Add 2 SEC ↗ ×2
9 Captrust Financial Advisors 5.49M +13.4% $288.36M 0.5% ▲ Add 2 SEC ↗
10 Wells Fargo & Company/Mn 4.69M +28.3% $246.31M 0.0% ▲ Add 2 SEC ↗ ×4
11 Raymond James Financial Inc 4.21M +10.3% $221.45M 0.1% ▲ Add 2 SEC ↗ ×5
12 Stifel Financial Corp 4.14M +18.6% $217.38M 0.2% ▲ Add 2 SEC ↗ ×6
13 Pnc Financial Services Group, Inc. 3.81M +0.7% $200.46M 0.1% ▲ Add 2 SEC ↗ ×8
14 Charles Schwab Investment… 3.80M -65.8% $199.61M 0.0% ▼ Trim 2 SEC ↗
15 Focus Partners Wealth 3.05M +43.8% $161.03M 0.2% ▲ Add 2 SEC ↗
16 LPL Financial LLC 3.00M +0.5% $157.78M 0.0% ▲ Add 2 SEC ↗
17 Commonwealth Equity Services, Llc 2.98M +4.9% $156.42M 0.2% ▲ Add 2 SEC ↗
18 Prudential Financial Inc 2.46M +522.2% $129.17M 0.2% ▲ Add 2 SEC ↗
19 Truist Financial Corp 2.42M +4.5% $127.00M 0.2% ▲ Add 2 SEC ↗ ×3
20 Fidelity (FMR) ✦ 2.35M -1.6% $123.44M 0.0% ▼ Trim 4 SEC ↗
21 Royal Bank Of Canada 2.13M +0.9% $111.97M 0.0% ▲ Add 2 SEC ↗ ×10
22 Point72 Asset Management ✦ 2.03M +8.0% $106.62M 0.2% ▲ Add 8 SEC ↗
23 HighTower Advisors, LLC 1.83M +3.3% $96.10M 0.1% ▲ Add 2 SEC ↗
24 Assetmark, Inc 1.69M +5.1% $88.91M 0.2% ▲ Add 2 SEC ↗
25 Mml Investors Services, Llc 1.60M -1.9% $83.91M 0.2% ▼ Trim 2 SEC ↗
26 JPMorgan Chase ✦ 1.48M -46.6% $77.73M 0.0% ▼ Trim 3 SEC ↗ ×4
27 Cetera Investment Advisers 1.37M +5.8% $71.85M 0.1% ▲ Add 2 SEC ↗
28 Mariner, LLC 1.34M +2.4% $70.57M 0.1% ▲ Add 2 SEC ↗ ×4
29 Us Bancorp \De\ 1.29M +3.4% $67.98M 0.1% ▲ Add 2 SEC ↗ ×4
30 Bank Of Montreal /Can/ 1.11M +30.9% $58.17M 0.0% ▲ Add 2 SEC ↗ ×6
31 Sumitomo Mitsui Trust Group, Inc. 987.00K -9.8% $51.88M 0.0% ▼ Trim 2 SEC ↗
32 Cerity Partners LLC 950.86K +7.7% $49.98M 0.1% ▲ Add 2 SEC ↗ ×2
33 Wealth Enhancement Advisory… 729.99K +8.4% $38.29M 0.1% ▲ Add 2 SEC ↗
34 Osaic Holdings, Inc. 689.33K -21.9% $36.23M 0.1% ▼ Trim 2 SEC ↗ ×4
35 Rockefeller Capital Management L.P. 647.21K +3.7% $34.02M 0.1% ▲ Add 2 SEC ↗ ×2
36 Renaissance Technologies ✦ 544.56K +517.0% $28.62M 0.0% ▲ Add 8 SEC ↗
37 Bank of New York Mellon Corp 520.00K +17.2% $27.33M 0.0% ▲ Add 2 SEC ↗ ×4
38 Baird Financial Group, Inc. 484.58K +25.1% $25.47M 0.0% ▲ Add 2 SEC ↗ ×2
39 Lazard Asset Management Llc 447.44K +0.6% $23.52M 0.0% ▲ Add 2 SEC ↗ ×2
40 Creative Planning 390.74K +20.4% $20.54M 0.0% ▲ Add 2 SEC ↗ ×2
41 Kayne Anderson Rudnick Investment… 346.80K -2.3% $18.22M 0.1% ▼ Trim 2 SEC ↗
42 Ensign Peak Advisors, Inc 300.00K 0.0% $15.77M 0.0% Held 2 SEC ↗
43 Cwm, Llc 280.98K +6.5% $14.77M 0.0% ▲ Add 2 SEC ↗
44 Mitsubishi UFJ Trust & Banking Corp 278.77K 0.0% $14.65M 0.0% Held 2 SEC ↗
45 CIBC Bancorp USA Inc. 247.25K n/a $12.98M 0.0% n/c 1 SEC ↗ ×2
46 Northwestern Mutual Wealth… 232.69K +66.0% $12.23M 0.0% ▲ Add 2 SEC ↗
47 Mercer Global Advisors Inc /Adv 228.10K -8.9% $11.99M 0.0% ▼ Trim 2 SEC ↗
48 Fifth Third Bancorp 227.44K +53.0% $11.95M 0.0% ▲ Add 2 SEC ↗
49 Franklin Resources Inc 226.06K +9.9% $11.88M 0.0% ▲ Add 2 SEC ↗ ×5
50 Jane Street Group, Llc 199.79K New $10.50M 0.0% New 1 SEC ↗
51 1832 Asset Management L.P. 165.09K -76.3% $8.68M 0.0% ▼ Trim 2 SEC ↗
52 Td Asset Management Inc 157.15K 0.0% $8.26M 0.0% Held 2 SEC ↗ ×2
53 Jones Financial Companies Lllp 150.05K +39.1% $7.85M 0.0% ▲ Add 2 SEC ↗
54 Schroder Investment Management Group 145.22K n/a $7.61M 0.0% n/c 1 SEC ↗
55 Hsbc Holdings Plc 127.42K -53.7% $6.70M 0.0% ▼ Trim 2 SEC ↗ ×2
56 Bank Of Nova Scotia 125.10K New $6.58M 0.0% New 1 SEC ↗
57 Blair William & Co/Il 110.16K +6.4% $5.79M 0.0% ▲ Add 2 SEC ↗
58 Mirae Asset Global Investments Co.… 109.00K +3.8% $5.73M 0.0% ▲ Add 2 SEC ↗
59 Susquehanna International Group, Llp 96.13K +51.2% $5.05M 0.0% ▲ Add 2 SEC ↗ ×2
60 Deutsche Bank Ag\ 93.90K +0.1% $4.94M 0.0% ▲ Add 2 SEC ↗ ×4
61 Wealthfront Advisers LLC 89.44K +20.3% $4.70M 0.0% ▲ Add 2 SEC ↗
62 Corient Private Wealth LP 88.73K -50.8% $4.60M 0.0% ▼ Trim 2 SEC ↗
63 Voya Investment Management Llc 65.95K New $3.47M 0.0% New 1 SEC ↗
64 Tidal Investments LLC 63.87K -55.7% $3.36M 0.0% ▼ Trim 2 SEC ↗
65 Citigroup Inc 58.38K -7.0% $3.07M 0.0% ▼ Trim 2 SEC ↗
66 TD Waterhouse Canada Inc. 53.12K +82.3% $2.78M 0.0% ▲ Add 2 SEC ↗
67 CIBC Asset Management Inc 41.97K +2.4% $2.21M 0.0% ▲ Add 2 SEC ↗
68 T. Rowe Price ✦ 37.54K -3.3% $1.97M 0.0% ▼ Trim 5 SEC ↗
69 Lido Advisors, LLC 29.42K -4.7% $1.55M 0.0% ▼ Trim 2 SEC ↗ ×2
70 First Trust Advisors Lp 27.58K -8.1% $1.45M 0.0% ▼ Trim 2 SEC ↗
71 Quantinno Capital Management LP 19.15K +79.3% $1.01M 0.0% ▲ Add 2 SEC ↗
72 Citadel Advisors ✦ 16.89K -96.1% $887,528 0.0% ▼ Trim 2 SEC ↗
73 FIL Ltd 15.95K 0.0% $838,332 0.0% Held 2 SEC ↗
74 First Manhattan Co. Llc. 11.57K +25.5% $608,119 0.0% ▲ Add 2 SEC ↗
75 Cibc World Market Inc. 10.07K 0.0% $529,437 0.0% ▲ Add 2 SEC ↗
76 DZ BANK AG Deutsche Zentral… 10.05K +8.1% $528,228 0.0% ▲ Add 2 SEC ↗
77 Ninety One UK Ltd 9.57K 0.0% $503,000 0.0% Held 2 SEC ↗
78 National Bank Of Canada /Fi/ 9.17K -82.7% $481,759 0.0% ▼ Trim 2 SEC ↗
79 UBS AM, a distinct business unit of… 6.91K +483.2% $363,242 0.0% ▲ Add 2 SEC ↗
80 Squarepoint Ops LLC 5.51K New $289,711 0.0% New 1 SEC ↗
81 D. E. Shaw & Co. ✦ 4.70K 0.0% $247,032 0.0% Held 8 SEC ↗
82 GAMCO Investors ✦ 4.12K -6.8% $216,284 0.0% ▼ Trim 4 SEC ↗
83 AQR Capital Management ✦ 3.97K New $208,506 0.0% New 1 SEC ↗
84 Fisher Asset Management ✦ 3.94K -4.2% $207,336 0.0% ▼ Trim 2 SEC ↗
85 Bnp Paribas Financial Markets 55 -77.1% $2,891 0.0% ▼ Trim 2 SEC ↗
86 Barclays Plc 1 0.0% $53 0.0% Held 2 SEC ↗

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

New buyers

Exited

Legal & General Group Plc $30.14M was 0.0%
Hrt Financial Lp $9.55M was 0.0%
Millennium Management $622,186 was 0.0%

Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 1,004 holders, 295.85M shares, $15.36B 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: Q1 2026 · Methodology · Get this via the API