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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
$52.36 +0.04 (+0.08%)
As of 04:00 PM Eastern

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)
147
Total
Institutional Inflows
(last 12 months)
$589.77M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$829.05M
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IGSB Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/5/2026Beaumont Financial Advisors LLC18,452$970K0.1%+26.5%0.004%
5/5/2026Bank 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%
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%
3/12/2026Nalls Sherbakoff Group LLC116,889$6.18M4.5%N/A0.028%
3/6/2026 Union Savings Bank16,032$848K0.4%N/A0.004%
2/19/2026Birchwood Financial Partners Inc.850$45K0.0%N/A0.000%
2/18/2026Strive Financial Group LLC23,571$1.25M0.6%N/A0.006%
2/18/2026Ameriflex Group Inc.4,080$216K0.1%-51.1%0.001%
2/18/2026IHT Wealth Management LLC5,408$286K0.0%-11.5%0.001%
2/18/2026City National Bank of Florida MSD38,133$2.02M1.3%+4.3%0.009%
2/18/2026Align Financial LLC6,610$350K0.0%N/A0.002%
2/18/2026 American Trust7,255$384K0.0%-50.3%0.002%
2/17/2026Advisory Services Network LLC62,016$3.28M0.0%-5.5%0.015%
2/17/2026Captrust Financial Advisors4,838,714$255.87M0.5%+6.1%1.179%
2/17/2026Peloton Wealth Strategists11,872$628K0.2%+5.2%0.003%
2/16/2026 Seven Mile Advisory72,296$3.82M0.7%-28.7%0.018%
2/16/2026Graybill Wealth Management LTD.88,308$4.67M1.4%+1.2%0.022%
2/13/2026Williams Jones Wealth Management LLC.1,741,769$92.11M1.0%+10.8%0.424%
2/13/2026Arkadios Wealth Advisors36,206$1.92M0.0%-1.1%0.009%
2/13/2026Boston Family Office LLC13,478$713K0.0%+42.6%0.003%
2/13/2026Monograph Wealth Advisors LLC565,044$29.88M2.9%+5.3%0.138%
2/12/2026Davis R M Inc.125,361$6.63M0.1%-5.6%0.031%
2/12/2026Rossby Financial LCC1,430$76K0.0%+1,072.1%0.000%
2/12/2026Hollencrest Capital Management36,432$1.93M0.1%-6.8%0.009%
2/12/2026Burke & Herbert Bank & Trust Co.18,874$998K0.3%-56.6%0.005%
2/12/2026Cloud Capital Management LLC13,402$708K0.3%N/A0.003%
2/12/2026Colonial 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%
2/11/2026Strategic Advocates LLC337,254$17.85M4.6%+0.1%0.082%
2/11/2026JPMorgan Chase & Co.2,779,041$146.96M0.0%-19.8%0.677%
2/11/2026Palladiem LLC17,055$902K0.9%N/A0.004%
2/11/2026SouthState Bank Corp79,248$4.19M0.2%-10.6%0.019%
2/11/2026Disciplina Capital Management LLC232,699$12.31M1.4%+5.6%0.057%
2/11/2026Parallel Advisors LLC286,184$15.19M0.3%+3.7%0.070%
2/11/2026SlateStone Wealth LLC27,195$1.44M0.1%+24.2%0.007%
2/11/2026Crescent Grove Advisors LLC94,239$4.98M0.5%-1.4%0.023%
2/10/2026Bank of New York Mellon Corp443,766$23.47M0.0%+3.6%0.108%
2/10/2026Peak Retirement Planning Inc.8,695$460K0.1%N/A0.002%
2/10/2026One Capital Management LLC1,375,500$72.74M2.2%+7.4%0.335%
2/10/2026Main Management LLC160,853$8.51M0.6%+6.7%0.039%
2/10/2026Rothschild 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%
2/9/2026Allstate Corp5,265,197$278.42M3.8%-23.3%1.283%
2/9/2026Fisher Asset Management LLC4,118$218K0.0%N/A0.001%
2/6/2026EverSource Wealth Advisors LLC16,383$866K0.0%-5.0%0.004%
2/6/2026 Gradient Capital Advisors LLC85,794$4.54M1.2%+3.5%0.021%
2/6/2026Burling Wealth Partners LLC8,475$448K0.1%N/A0.002%
2/6/2026Rathbones Group PLC62,582$3.31M0.0%+3.5%0.015%
2/6/2026Cullen Frost Bankers Inc.1,231$65K0.0%N/A0.000%
2/6/2026Payden & Rygel99,406$5.26M0.4%N/A0.024%
2/5/2026 TD Private Client Wealth LLC815,286$43.11M0.9%+13.6%0.199%
2/5/2026RiverFront Investment Group LLC1,368,310$72.36M1.2%+212.1%0.334%
2/5/2026 Grey Ledge Advisors LLC96,102$5.08M1.1%+16.9%0.023%
2/4/2026 Mascoma Wealth Management LLC2,049$108K0.0%-23.9%0.000%
2/3/2026Vantage Financial Partners LLC58,057$3.07M0.6%+8.5%0.014%
2/3/2026Crestwood Advisors Group LLC160,109$8.47M0.1%-11.1%0.039%
2/3/2026 Oak Family Advisors LLC83,800$4.43M1.2%+277.0%0.020%
2/3/2026 Equitable Trust Co.199,800$10.57M0.5%+6.1%0.049%
1/30/2026 Kohmann Bosshard Financial Services LLC743$39K0.0%N/A0.000%
1/30/2026 Strategic Blueprint LLC11,819$625K0.0%+56.1%0.003%
1/30/2026 Ares Financial Consulting LLC1,096$58K0.1%N/A0.000%
1/29/2026 Alexis Investment Partners LLC14,000$740K0.3%-12.8%0.003%
1/29/2026 ST Germain D J Co. Inc.4,964$262K0.0%-23.2%0.001%
1/29/2026 Capital Investment Services of America Inc.124,431$6.58M0.6%-1.4%0.030%
1/28/2026 Bull Street Advisors LLC83,515$4.42M2.1%+1.2%0.020%
1/28/2026West Michigan Advisors LLC5,704$302K0.1%-7.8%0.001%
1/28/2026 Kingswood Wealth Advisors LLC22,146$1.17M0.1%+3.0%0.005%
1/27/2026Meritage Portfolio Management174,405$9.22M0.6%+2.8%0.043%
1/27/2026BankPlus Trust Department12,322$652K0.2%-7.5%0.003%
1/27/2026 First Horizon Corp3,314$175K0.0%-57.3%0.001%
1/27/2026 Klaas Financial Asset Advisors LLC1,058,282$55.96M8.1%+7.5%0.259%


IGSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGSB shares?

During the previous two years, 265 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.

What percentage of iShares 1-5 Year Investment Grade Corporate Bond ETF's stock is owned by 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.

Which institutional investors have been buying iShares 1-5 Year Investment Grade Corporate Bond ETF's stock?

Of the 214 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 ($3.44M), Ameriprise Financial Inc. ($1.87M), Captrust Financial Advisors ($1.72M), Parkside Investments LLC ($953.34K), RiverFront Investment Group LLC ($941.31K), and Sumitomo Mitsui Trust Group Inc. ($879.18K).

How much institutional buying is happening at iShares 1-5 Year Investment Grade Corporate Bond ETF?

Institutional investors have bought a total of 11,077,185 shares in the last 24 months. This purchase volume represents approximately $585.56M in transactions.

Which of iShares 1-5 Year Investment Grade Corporate Bond ETF's major shareholders have been selling company stock?

Of the 91 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: NYL Investors LLC ($9.66M), Allstate Corp ($1.60M), JPMorgan Chase & Co. ($1.04M), Ameriprise Financial Inc. ($879.62K), Boyd Watterson Asset Management LLC OH ($497.31K), American Family Investments Inc. ($485.54K), and Prime Capital Investment Advisors LLC ($284.67K).

How much institutional selling is happening at iShares 1-5 Year Investment Grade Corporate Bond ETF?

Institutional investors have sold a total of 15,750,931 shares in the last 24 months. This volume of shares sold represents approximately $829.05M in transactions.



This page (NASDAQ:IGSB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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