IGSB Institutional Ownership
iShares 1-5 Year Investment Grade Corporate Bond ETF
1W: -0.1%
1M: -1.4%
3M: -2.3%
YTD: -2.7%
1Y: -2.5%
3Y: +13.1%
5Y: +8.0%
$51.07
-0.05 (-0.10%)
Weekly Expected Move ±0.4%
$51
$51
$51
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IGSB
1,097
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
16B
Total Invested
86
New Positions
430
Increased
413
Reduced
78
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1168 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | NORTHERN TRUST CORP | 26,252,076 | 1.3B | +1,504,670 | +6.1% | 71Q | SEC ↗ |
| 2 | Matson Money. Inc. | 15,505,032 | $792M | +616,217 | +4.1% | 42Q | SEC ↗ |
| 3 | EP Wealth Advisors, LLC | 13,710,330 | $700M | +1,989,601 | +17.0% | 3Q | SEC ↗ |
| 4 | BlackRock, Inc. | 12,595,321 | $643M | -143,787 | -1.1% | 8Q | SEC ↗ |
| 5 | AMERIPRISE FINANCIAL INC | 10,015,306 | $511M | -429,623 | -4.1% | 16Q | SEC ↗ |
| 6 | ALLSTATE CORP | 9,160,330 | $468M | +4,198,077 | +84.6% | 15Q | SEC ↗ |
| 7 | MORGAN STANLEY | 8,818,356 | $450M | -128,580 | -1.4% | 60Q | SEC ↗ |
| 8 | BANK OF AMERICA CORP /DE | 8,281,325 | $423M | -724,977 | -8.0% | 15Q | SEC ↗ |
| 9 | BARINGS LLC | 6,840,027 | $349M | — | +0.0% | 31Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 6,834,814 | $349M | -166,510 | -2.4% | 75Q | SEC ↗ |
| 11 | GOLDMAN SACHS GROUP INC | 6,412,760 | $327M | +280,973 | +4.6% | 15Q | SEC ↗ |
| 12 | CAPTRUST FINANCIAL ADVISORS | 6,086,054 | $311M | +599,762 | +10.9% | 37Q | SEC ↗ |
| 13 | UBS Group AG | 5,508,239 | $281M | +5,510 | +0.1% | 47Q | SEC ↗ |
| 14 | WELLS FARGO & COMPANY/MN | 5,506,117 | $281M | +819,867 | +17.5% | 73Q | SEC ↗ |
| 15 | RAYMOND JAMES FINANCIAL INC | 4,392,728 | $224M | +179,346 | +4.3% | 7Q | SEC ↗ |
| 16 | Sixth Street Partners Management Compa NEW | 3,980,191 | $203M | — | +0.0% | 1Q | SEC ↗ |
| 17 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 3,980,191 | $203M | +182,348 | +4.8% | 15Q | SEC ↗ |
| 18 | PNC Financial Services Group, Inc. | 3,934,430 | $201M | +120,430 | +3.2% | 15Q | SEC ↗ |
| 19 | Focus Partners Wealth | 3,665,930 | $187M | +616,846 | +20.2% | 11Q | SEC ↗ |
| 20 | LPL Financial LLC | 3,525,156 | $180M | +523,311 | +17.4% | 53Q | SEC ↗ |
| 21 | Pure Financial Advisors, LLC | 3,313,324 | $169M | -2,779,151 | -45.6% | 24Q | SEC ↗ |
| 22 | STIFEL FINANCIAL CORP | 3,279,401 | $167M | -856,386 | -20.7% | 49Q | SEC ↗ |
| 23 | Members Trust Co | 3,201,864 | $164M | -42,569 | -1.3% | 25Q | SEC ↗ |
| 24 | COMMONWEALTH EQUITY SERVICES, LLC | 2,768,665 | $141M | -207,304 | -7.0% | 35Q | SEC ↗ |
| 25 | FLPUTNAM INVESTMENT MANAGEMENT CO | 2,508,677 | $128M | +99,678 | +4.1% | 21Q | SEC ↗ |
| 26 | TRUIST FINANCIAL CORP | 2,462,123 | $126M | +45,804 | +1.9% | 53Q | SEC ↗ |
| 27 | Composition Wealth, LLC | 2,399,367 | $123M | +319,842 | +15.4% | 15Q | SEC ↗ |
| 28 | PRUDENTIAL FINANCIAL INC | 2,330,032 | $119M | -127,537 | -5.2% | 31Q | SEC ↗ |
| 29 | FMR LLC | 2,245,918 | $115M | -102,667 | -4.4% | 49Q | SEC ↗ |
| 30 | KEYBANK NATIONAL ASSOCIATION/OH | 2,167,426 | $111M | +212,713 | +10.9% | 67Q | SEC ↗ |
| 31 | ROYAL BANK OF CANADA | 2,116,211 | $108M | -14,151 | -0.7% | 67Q | SEC ↗ |
| 32 | Point72 Asset Management, L.P. | 2,028,500 | $104M | — | +0.0% | 11Q | SEC ↗ |
| 33 | MML INVESTORS SERVICES, LLC | 1,944,485 | $99M | +348,012 | +21.8% | 37Q | SEC ↗ |
| 34 | HighTower Advisors, LLC | 1,902,181 | $97M | +73,716 | +4.0% | 68Q | SEC ↗ |
| 35 | Parkside Investments, LLC | 1,876,303 | $96M | +112,970 | +6.4% | 25Q | SEC ↗ |
| 36 | Williams Jones Wealth Management, LLC. | 1,855,860 | $95M | +105,500 | +6.0% | 12Q | SEC ↗ |
| 37 | MAI Capital Management | 1,835,731 | $94M | +113,475 | +6.6% | 7Q | SEC ↗ |
| 38 | Busey Bank | 1,831,639 | $94M | +10,300 | +0.6% | 15Q | SEC ↗ |
| 39 | RiverFront Investment Group, LLC | 1,704,771 | $87M | +148,656 | +9.6% | 15Q | SEC ↗ |
| 40 | ASSETMARK, INC | 1,695,928 | $87M | +4,295 | +0.3% | 52Q | SEC ↗ |
| 41 | Haverford Trust Co | 1,656,261 | $85M | -278,768 | -14.4% | 15Q | SEC ↗ |
| 42 | Destination Wealth Management | 1,594,200 | $81M | +45,671 | +2.9% | 77Q | SEC ↗ |
| 43 | One Capital Management, LLC | 1,571,911 | $80M | — | +0.0% | 36Q | SEC ↗ |
| 44 | O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1,518,855 | $78M | +58,599 | +4.0% | 27Q | SEC ↗ |
| 45 | JPMORGAN CHASE & CO | 1,476,104 | $75M | -6,762 | -0.5% | 70Q | SEC ↗ |
| 46 | US BANCORP \DE | 1,389,346 | $71M | +95,919 | +7.4% | 75Q | SEC ↗ |
| 47 | MARYLAND CAPITAL ADVISORS INC. NEW | 1,373,167 | $70M | — | +0.0% | 1Q | SEC ↗ |
| 48 | Mariner, LLC | 1,334,985 | $68M | -7,653 | -0.6% | 58Q | SEC ↗ |
| 49 | Cetera Investment Advisers | 1,302,960 | $67M | -64,059 | -4.7% | 43Q | SEC ↗ |
| 50 | Dakota Wealth Management | 1,104,802 | $56M | +113,561 | +11.5% | 47Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Sixth Street Partners Management Co | 3,980,191 | $203M |
| MARYLAND CAPITAL ADVISORS INC. | 1,373,167 | $70M |
| MEMBERS CAPITAL ADVISORS INC | 500,000 | $26M |
| Legal & General Group Plc | 305,437 | $16M |
| Paulson Wealth Management Inc. | 252,024 | $13M |
| Global Retirement Partners, LLC | 203,927 | $10M |
| Kroeger Financial Partners | 193,295 | $10M |
| Retirement Planning Group, LLC | 142,025 | $7M |
| Veridan Wealth LLC | 97,160 | $5M |
| MOSAIC FAMILY WEALTH PARTNERS, LLC | 90,647 | $5M |
| J.W. COLE ADVISORS, INC. | 83,365 | $4M |
| Diversify Advisory Services, LLC | 69,821 | $4M |
| WASHINGTON CAPITAL MANAGEMENT, INC | 59,418 | $3M |
| Miller Global Investments, LLC | 52,031 | $3M |
| PRAIRIE ADVISORY, LLC | 51,056 | $3M |
| Banque Transatlantique SA | 41,945 | $2M |
| Bryant Woods Investment Advisors, L | 35,931 | $2M |
| Rose Capital Advisors LLC | 35,045 | $2M |
| Jefferies Financial Group Inc. | 34,955 | $2M |
| Wealthspire Advisors, LLC | 32,983 | $2M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PALISADE CAPITAL MANAGEMENT, LP | 1,007,682 | $51M |
| Astoria Strategic Wealth, Inc. | 380,829 | $19M |
| Gradient Investments LLC | 265,063 | $14M |
| CONFLUENCE INVESTMENT MANAGEMENT LL | 225,126 | $11M |
| JANE STREET GROUP, LLC | 199,792 | $10M |
| HRT FINANCIAL LP | 180,549 | $9M |
| BANK OF NOVA SCOTIA | 125,100 | $6M |
| PAYDEN & RYGEL | 99,406 | $5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 96,134 | $5M |
| Engineers Gate Manager LP | 95,120 | $5M |
| Polymer Capital Management (US) LLC | 95,000 | $5M |
| SEVEN MILE ADVISORY | 72,296 | $4M |
| CORNERSTONE ENTERPRISES, LLC | 66,035 | $3M |
| M Holdings Securities, Inc. | 57,197 | $3M |
| One Day In July LLC | 55,485 | $3M |
| Winthrop Capital Management, LLC | 40,320 | $2M |
| Permanens Capital L.P. | 37,203 | $2M |
| Calamos Advisors LLC | 34,776 | $2M |
| MATTERN CAPITAL MANAGEMENT, LLC | 28,945 | $1M |
| Ballentine Partners, LLC | 26,720 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ALLSTATE CORP | +4,198,077 | +84.6% | 9,160,330 |
| EP Wealth Advisors, LLC | +1,989,601 | +17.0% | 13,710,330 |
| NORTHERN TRUST CORP | +1,504,670 | +6.1% | 26,252,076 |
| WELLS FARGO & COMPANY/MN | +819,867 | +17.5% | 5,506,117 |
| Focus Partners Wealth | +616,846 | +20.2% | 3,665,930 |
| Matson Money. Inc. | +616,217 | +4.1% | 15,505,032 |
| CAPTRUST FINANCIAL ADVISORS | +599,762 | +10.9% | 6,086,054 |
| CVS HEALTH Corp | +595,600 | +202.3% | 890,000 |
| LPL Financial LLC | +523,311 | +17.4% | 3,525,156 |
| Wharton Business Group, LLC | +399,015 | +151.5% | 662,380 |
| MML INVESTORS SERVICES, LLC | +348,012 | +21.8% | 1,944,485 |
| OSAIC HOLDINGS, INC. | +330,034 | +47.9% | 1,019,362 |
| Composition Wealth, LLC | +319,842 | +15.4% | 2,399,367 |
| Integrated Wealth Concepts LLC | +314,610 | +215.3% | 460,712 |
| IFP Advisors, Inc | +300,268 | +70.3% | 727,413 |
| MERCER GLOBAL ADVISORS INC /ADV | +285,178 | +125.0% | 513,282 |
| GOLDMAN SACHS GROUP INC | +280,973 | +4.6% | 6,412,760 |
| KEYBANK NATIONAL ASSOCIATION/OH | +212,713 | +10.9% | 2,167,426 |
| CHARLES SCHWAB INVESTMENT MANAGEMEN | +182,348 | +4.8% | 3,980,191 |
| RAYMOND JAMES FINANCIAL INC | +179,346 | +4.3% | 4,392,728 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Pure Financial Advisors, LLC | -2,779,151 | -45.6% | 3,313,324 |
| SONA ASSET MANAGEMENT (US) LLC | -1,222,340 | -97.4% | 32,114 |
| BENJAMIN EDWARDS INC | -929,179 | -94.6% | 52,986 |
| STIFEL FINANCIAL CORP | -856,386 | -20.7% | 3,279,401 |
| BANK OF AMERICA CORP /DE | -724,977 | -8.0% | 8,281,325 |
| AMERIPRISE FINANCIAL INC | -429,623 | -4.1% | 10,015,306 |
| OneDigital Investment Advisors LLC | -390,080 | -76.6% | 118,885 |
| Kestra Advisory Services, LLC | -295,651 | -30.6% | 670,567 |
| Haverford Trust Co | -278,768 | -14.4% | 1,656,261 |
| Betterment LLC | -275,732 | -95.5% | 12,848 |
| Stratos Wealth Partners, LTD. | -270,072 | -95.4% | 13,069 |
| RENAISSANCE TECHNOLOGIES LLC | -262,592 | -48.2% | 281,971 |
| BANK OF MONTREAL /CAN | -216,418 | -19.6% | 890,251 |
| COMMONWEALTH EQUITY SERVICES, LLC | -207,304 | -7.0% | 2,768,665 |
| UNITED CAPITAL FINANCIAL ADVISORS, | -187,723 | -36.5% | 327,173 |
| Sumitomo Mitsui Trust Group, Inc. | -172,000 | -17.4% | 815,000 |
| ENVESTNET ASSET MANAGEMENT INC | -166,510 | -2.4% | 6,834,814 |
| BlackRock, Inc. | -143,787 | -1.1% | 12,595,321 |
| AE Wealth Management LLC | -136,988 | -30.2% | 316,308 |
| MORGAN STANLEY | -128,580 | -1.4% | 8,818,356 |