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iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) Institutional Ownership

iShares 1-5 Year Investment Grade Corporate Bond ETF logo
$51.88 +0.07 (+0.13%)
As of 01:49 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB)

Current
Institutional Ownership
Percentage
76.06%
Number of
Institutional Buyers
(last 12 months)
127
Total
Institutional Inflows
(last 12 months)
$463.04M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$168.74M
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IGSB Institutional Buying and Selling by Quarter

iShares 1-5 Year Investment Grade Corporate Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/26/2026 Affinity Wealth LLC252,844$13.25M7.1%+2.8%0.057%
8/23/2026 DMC Group LLC77,296$4.05M2.8%+3.2%0.018%
8/22/2026 Highland Investment Advisors LLC2,695$141K0.1%N/A0.001%
8/22/2026 Strive Financial Group LLC19,941$1.05M0.5%-15.1%0.005%
8/22/2026 Aventus Investment Advisors Inc.99,895$5.24M3.8%+34.4%0.023%
8/22/2026 United Community Bank30,808$1.62M0.5%-3.0%0.007%
8/21/2026 Continuum Advisory LLC3,185$167K0.0%N/A0.001%
7/9/2026 Valeo Financial Advisors LLC6,073$318K0.0%N/A0.001%
7/7/2026 CoreCap Advisors LLC62,256$3.26M0.1%+424.4%0.015%
7/6/2026 Bulwark Capital Corp26,567$1.39M0.8%N/A0.006%
7/1/2026 Miller Global Investments LLC52,031$2.73M2.3%N/A0.013%
6/9/2026 Rathbones Group PLC69,169$3.64M0.0%+10.5%0.017%
6/3/2026 Parallel Advisors LLC655,468$34.45M0.6%+129.0%0.158%
5/21/2026 Essential Partners LLC15,283$803K0.3%N/A0.004%
5/19/2026 Strategic Investment Advisors MI433,264$22.77M1.6%+21.1%0.104%
5/18/2026Sunbelt Securities Inc.6,299$331K0.0%-8.1%0.002%
5/18/2026 EverSource Wealth Advisors LLC21,931$1.15M0.0%+33.9%0.005%
5/16/2026 Mittelman Wealth Management124,664$6.55M4.1%-8.3%0.030%
5/14/2026 Gamco Investors INC. ET AL4,115$216K0.0%-6.8%0.001%
5/14/2026 Monograph Wealth Advisors LLC636,594$33.46M3.2%+12.7%0.153%
5/7/2026 Hollencrest Capital Management40,018$2.10M0.1%+9.8%0.010%
5/7/2026 Parallel Advisors LLC655,468$34.45M0.6%+129.0%0.158%
5/7/2026 Crescent Grove Advisors LLC99,420$5.23M0.5%+5.5%0.024%
5/6/2026 Bartlett & CO. Wealth Management LLC489,825$25.70M0.3%-4.3%0.118%
5/6/2026 Cornerstone Planning Group LLC1,271$67K0.0%+243.5%0.000%
5/6/2026 Main Street Group LTD2,000$105K0.0%N/A0.000%
5/6/2026 Bessemer Group Inc.18,286$961K0.0%+220.9%0.004%
5/5/2026 Beaumont Financial Advisors LLC18,452$970K0.1%+26.5%0.004%
5/5/2026 Bank of New York Mellon Corp519,996$27.33M0.0%+17.2%0.125%
5/1/2026 Mascoma Wealth Management LLC1,788$94K0.0%-12.7%0.000%
5/1/2026 DMC Group LLC74,920$3.94M2.7%-0.4%0.018%
4/30/2026 Equitable Trust Co.205,824$10.82M0.5%+3.0%0.049%
4/30/2026 GreatBanc Trust CO12,080$635K0.4%-3.2%0.003%
4/30/2026 Beacon Financial Group11,698$615K0.1%-87.0%0.003%
4/30/2026 First Horizon Corp3,963$208K0.0%+19.6%0.001%
4/30/2026 Sumitomo Mitsui Trust Group Inc.987,000$51.88M0.0%-9.8%0.237%
4/30/2026 Cooksen Wealth LLC35,389$1.86M1.4%+3.7%0.008%
4/28/2026 Bogart Wealth LLC3,239$170K0.0%+161.4%0.001%
4/28/2026 Ascentis Independent Advisors6,064$319K0.0%+48.6%0.001%
4/28/2026 NBT Bank N A NY244,870$12.87M0.8%-0.7%0.059%
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4/28/2026 Hunter Associates Investment Management LLC28,604$1.51M0.2%-9.5%0.007%
4/27/2026 Boyd Watterson Asset Management LLC OH7,247$381K0.1%-10.2%0.002%
4/22/2026 Princeton Global Asset Management LLC60,342$3.17M0.5%+6.9%0.014%
4/22/2026 Janney Montgomery Scott LLC826,787$43.46M0.1%+3.8%0.198%
4/22/2026 J. L. Bainbridge & Co. Inc.4,691$247K0.0%-15.7%0.001%
4/22/2026 Fort Washington Investment Advisors Inc. OH15,530$816K0.0%+10.6%0.004%
4/21/2026 Pinnacle Wealth Management Advisory Group LLC4,200$221K0.0%N/A0.001%
4/21/2026 First United Bank & Trust9,781$514K0.2%+28.7%0.002%
4/21/2026 Grey Ledge Advisors LLC101,438$5.33M1.2%+5.6%0.024%
4/21/2026 Fiduciary Alliance LLC13,150$692K0.0%+2.4%0.003%
4/20/2026 Oak Family Advisors LLC61,902$3.25M0.9%-26.1%0.015%
4/18/2026 Burns J W & Co. Inc. NY167,820$8.82M1.0%+29.9%0.040%
4/17/2026 AdvisorNet Financial Inc2,093$110K0.0%-94.1%0.001%
4/16/2026 First Community Trust NA8,000$420K0.3%+4,445.5%0.002%
4/15/2026 Aventus Investment Advisors Inc.74,334$3.91M3.3%+3.6%0.018%
4/15/2026 Nations Financial Group Inc. IA ADV87,161$4.58M0.2%+5.8%0.021%
4/15/2026 Marathon Strategic Advisors LLC8,144$428K0.3%-5.9%0.002%
3/12/2026 Nalls Sherbakoff Group LLC116,889$6.18M4.5%N/A0.028%
3/6/2026 Union Savings Bank16,032$848K0.4%N/A0.004%
2/19/2026 Birchwood Financial Partners Inc.850$45K0.0%N/A0.000%
2/18/2026 Strive Financial Group LLC23,571$1.25M0.6%N/A0.006%
2/18/2026 Ameriflex Group Inc.4,080$216K0.1%-51.1%0.001%
2/18/2026 IHT Wealth Management LLC5,408$286K0.0%-11.5%0.001%
2/18/2026 City National Bank of Florida MSD38,133$2.02M1.3%+4.3%0.009%
2/18/2026 Align Financial LLC6,610$350K0.0%N/A0.002%
2/18/2026 American Trust7,255$384K0.0%-50.3%0.002%
2/17/2026 Advisory Services Network LLC62,016$3.28M0.0%-5.5%0.015%
2/17/2026 Captrust Financial Advisors4,838,714$255.87M0.5%+6.1%1.179%
2/17/2026 Peloton Wealth Strategists11,872$628K0.2%+5.2%0.003%
2/16/2026 Seven Mile Advisory72,296$3.82M0.7%-28.7%0.018%
2/16/2026 Graybill Wealth Management LTD.88,308$4.67M1.4%+1.2%0.022%
2/13/2026 Williams Jones Wealth Management LLC.1,741,769$92.11M1.0%+10.8%0.424%
2/13/2026 Arkadios Wealth Advisors36,206$1.92M0.0%-1.1%0.009%
2/13/2026 Boston Family Office LLC13,478$713K0.0%+42.6%0.003%
2/13/2026 Monograph Wealth Advisors LLC565,044$29.88M2.9%+5.3%0.138%
2/12/2026 Davis R M Inc.125,361$6.63M0.1%-5.6%0.031%
2/12/2026 Rossby Financial LCC1,430$76K0.0%+1,072.1%0.000%
2/12/2026 Hollencrest Capital Management36,432$1.93M0.1%-6.8%0.009%
2/12/2026 Burke & Herbert Bank & Trust Co.18,874$998K0.3%-56.6%0.005%
2/12/2026 Cloud Capital Management LLC13,402$708K0.3%N/A0.003%
2/12/2026 Colonial Trust Advisors2,404$127K0.0%-29.0%0.001%
2/12/2026 Grey Fox Wealth Advisors LLC5,739$303K0.1%-58.2%0.001%
2/11/2026 Janney Montgomery Scott LLC796,753$42.13M0.1%+15.1%0.194%
2/11/2026 Strategic Advocates LLC337,254$17.85M4.6%+0.1%0.082%
2/11/2026 JPMorgan Chase & Co.2,779,041$146.96M0.0%-19.8%0.677%
2/11/2026 Palladiem LLC17,055$902K0.9%N/A0.004%
2/11/2026 SouthState Bank Corp79,248$4.19M0.2%-10.6%0.019%
2/11/2026 Disciplina Capital Management LLC232,699$12.31M1.4%+5.6%0.057%
2/11/2026 Parallel Advisors LLC286,184$15.19M0.3%+3.7%0.070%
2/11/2026 SlateStone Wealth LLC27,195$1.44M0.1%+24.2%0.007%
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2/11/2026 Crescent Grove Advisors LLC94,239$4.98M0.5%-1.4%0.023%
2/10/2026 Bank of New York Mellon Corp443,766$23.47M0.0%+3.6%0.108%
2/10/2026 Peak Retirement Planning Inc.8,695$460K0.1%N/A0.002%
2/10/2026 One Capital Management LLC1,375,500$72.74M2.2%+7.4%0.335%
2/10/2026 Main Management LLC160,853$8.51M0.6%+6.7%0.039%
2/10/2026 Rothschild Investment LLC214,980$11.37M0.6%+13.5%0.052%
2/9/2026 Cary Street Partners Financial LLC270,316$14.29M0.4%+21.3%0.066%
2/9/2026 Parkside Investments LLC1,605,056$84.88M10.7%+2.5%0.391%
2/9/2026 Allstate Corp5,265,197$278.42M3.8%-23.3%1.283%
2/9/2026 Fisher Asset Management LLC4,118$218K0.0%N/A0.001%


IGSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 258 institutional investors and hedge funds held shares of iShares 1-5 Year Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($702.69M), Allstate Corp ($278.42M), Captrust Financial Advisors ($255.87M), JPMorgan Chase & Co. ($146.96M), Haverford Trust Co ($101.74M), Williams Jones Wealth Management LLC. ($92.11M), and Parkside Investments LLC ($84.88M).Learn more on iShares 1-5 Year Investment Grade Corporate Bond ETF's institutional investors.

76.06% of iShares 1-5 Year Investment Grade Corporate Bond ETF's stock is owned by institutional investors. Learn more on IGSB's institutional investor holdings.

Of the 208 institutional investors that purchased iShares 1-5 Year Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: NYL Investors LLC ($9.60M), Allstate Corp ($2.81M), Ameriprise Financial Inc. ($1.87M), Captrust Financial Advisors ($1.62M), Parallel Advisors LLC ($1.02M), RiverFront Investment Group LLC ($941.31K), and Sumitomo Mitsui Trust Group Inc. ($879.18K).

Institutional investors have bought a total of 8,751,735 shares in the last 24 months. This purchase volume represents approximately $463.04M in transactions.

Of the 70 institutional investors that sold iShares 1-5 Year Investment Grade Corporate Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Allstate Corp ($1.60M), JPMorgan Chase & Co. ($687.20K), Bartlett & CO. Wealth Management LLC ($203.70K), Sumitomo Mitsui Trust Group Inc. ($150.50K), Beacon Financial Group ($77.99K), Parallel Advisors LLC ($59.01K), and Disciplina Capital Management LLC ($41.93K).

Institutional investors have sold a total of 3,191,662 shares in the last 24 months. This volume of shares sold represents approximately $168.74M in transactions.


Related Companies

Institutional ownership data for NASDAQ:IGSB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/26/2026. New 13F filings are added each quarter as they're published.
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