ISHARES 1-5Y INV GRADE CORP IGSB
$52.25
+0.2% 52w: $50.12 – $52.43
Latest 13F among current holders filed 3 days ago (Jul 2, 2026)
Price — last 12 months
research preview data50.1251.2852.43
Jun 20, 2025 Jul 2, 2026
Institutional holders
1.0K
-1 QoQ
13F value
$15.63B
-1.6% QoQ
Smart-money holders
36
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
calls only
$529K calls / — puts
Institutional value by quarter
Number of holders
Who owns IGSB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| NORTHERN TRUST CORP | Index provider | 24.7M | $1.30B | 0.2% | +0.9% |
| Matson Money. Inc. | Wealth advisor | 14.9M | $782.6M | 24.0% | +5.4% |
| BlackRock, Inc. | Index provider | 12.7M | $669.6M | 0.0% | +7.4% |
| EP Wealth Advisors, LLC | Wealth advisor | 11.7M | $616.0M | 3.0% | +11.4% |
| AMERIPRISE FINANCIAL INC | Bank broker | 10.4M | $550.5M | 0.1% | -20.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 9.0M | $473.4M | 0.0% | +14.8% |
| MORGAN STANLEY | Bank broker | 8.9M | $470.3M | 0.0% | +4.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 7.0M | $368.0M | 0.1% | +16.5% |
| BARINGS LLC | Wealth advisor | 6.8M | $359.5M | 6.0% | Held |
| GOLDMAN SACHS GROUP INC | Bank broker | 6.1M | $322.3M | 0.0% | -32.7% |
| Pure Financial Advisors, LLC | Wealth advisor | 6.1M | $320.2M | 4.6% | +8.1% |
| UBS Group AG | Bank broker | 5.5M | $289.2M | 0.1% | +11.1% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 5.5M | $288.4M | 0.5% | +13.4% |
| ALLSTATE CORP | Insurance | 5.0M | $260.8M | 2.8% | -5.8% |
| WELLS FARGO & COMPANY/MN | Bank broker | 4.7M | $246.3M | 0.0% | +28.3% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.2M | $221.5M | 0.1% | +10.3% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 4.1M | $217.4M | 0.2% | +18.6% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 3.8M | $200.5M | 0.1% | +0.7% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 3.8M | $199.6M | 0.0% | -65.8% |
| Members Trust Co | Wealth advisor | 3.2M | $170.5M | 5.7% | +6.0% |
| Focus Partners Wealth | Wealth advisor | 3.0M | $161.0M | 0.2% | +43.8% |
| LPL Financial LLC | Bank broker | 3.0M | $157.8M | 0.0% | +0.5% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.0M | $156.4M | 0.2% | +4.9% |
| PRUDENTIAL FINANCIAL INC | Insurance | 2.5M | $129.2M | 0.2% | +522.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 2.4M | $127.0M | 0.2% | +4.5% |
| FLPUTNAM INVESTMENT MANAGEMENT CO | Other | 2.4M | $126.6M | 1.9% | +3.7% |
| FMR LLC | Long only active | 2.3M | $123.4M | 0.0% | -1.6% |
| ROYAL BANK OF CANADA | Bank broker | 2.1M | $112.0M | 0.0% | +0.9% |
| Composition Wealth, LLC | Wealth advisor | 2.1M | $109.3M | 1.5% | +7.4% |
| Point72 Asset Management, L.P. | Multistrat pod | 2.0M | $106.6M | 0.2% | +8.0% |
| KEYBANK NATIONAL ASSOCIATION/OH | Diversified mechanical | 2.0M | $102.7M | 0.4% | +8.2% |
| Haverford Trust Co | Other | 1.9M | $101.7M | 0.9% | +5.1% |
| HighTower Advisors, LLC | Diversified mechanical | 1.8M | $96.1M | 0.1% | +3.3% |
| Busey Bank | Other | 1.8M | $95.7M | 2.6% | +1.1% |
| Parkside Investments, LLC | Wealth advisor | 1.8M | $92.7M | 11.3% | +9.9% |
| Williams Jones Wealth Management, LLC. | Other | 1.8M | $92.0M | 1.1% | +0.5% |
| MAI Capital Management | Wealth advisor | 1.7M | $90.5M | 0.5% | +9.5% |
| ASSETMARK, INC | Wealth advisor | 1.7M | $88.9M | 0.2% | +5.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 1.6M | $83.9M | 0.2% | -1.9% |
| One Capital Management, LLC | Wealth advisor | 1.6M | $82.6M | 2.3% | +14.3% |
| RiverFront Investment Group, LLC | Wealth advisor | 1.6M | $81.8M | 1.3% | +13.7% |
| Destination Wealth Management | Wealth advisor | 1.5M | $81.4M | 2.1% | +3.2% |
| JPMORGAN CHASE & CO | Bank broker | 1.5M | $77.7M | 0.0% | -46.6% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | Diversified mechanical | 1.5M | $76.8M | 0.4% | +3.0% |
| Cetera Investment Advisers | Wealth advisor | 1.4M | $71.9M | 0.1% | +5.8% |
| Mariner, LLC | Diversified mechanical | 1.3M | $70.6M | 0.1% | +2.4% |
| US BANCORP \DE\ | Wealth advisor | 1.3M | $68.0M | 0.1% | +3.4% |
| SONA ASSET MANAGEMENT (US) LLC ★2 | Fundamental diversified | 1.3M | $65.9M | 3.8% | -44.7% |
| BANK OF MONTREAL /CAN/ | Bank broker | 1.1M | $58.2M | 0.0% | +30.9% |
| SUMITOMO MITSUI FINANCIAL GROUP, INC. | Other | 1.0M | $54.6M | 1.1% | -1.4% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.