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QQQ   312.72
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NASDAQ:IGSB

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

$50.33
+0.08 (+0.16%)
(As of 03/29/2023 12:00 AM ET)
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Compare
Today's Range
$50.18
▼
$50.34
50-Day Range
$49.56
▼
$50.75
52-Week Range
$48.62
▼
$51.78
Volume
11.42 million shs
Average Volume
4.90 million shs
Market Capitalization
$23.95 billion
Assets Under Management
$13.23 billion
Dividend Yield
2.25%
Net Expense Ratio
0.06%

Institutional Ownership Changes (13F Filings) for iShares 1-5 Year Investment Grade Corporate Bond ETF (NASDAQ:IGSB)

Current
Institutional Ownership
Percentage
66.92%
Number of
Institutional Buyers
(last 12 months)
168
Total
Institutional Inflows
(last 12 months)
$2.36 B
Number of
Institutional Sellers
(last 12 months)
179
Total
Institutional Outflows
(last 12 months)
$922.38 M
Skip Chart & View Institutional Buying and Selling Data

IGSB Institutional Buying and Selling by Quarter

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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
3/6/2023OLD Mission Capital LLC244,416$12.18M0.3%N/A0.051%
2/28/2023Bull Street Advisors LLC98,280$4.90M2.5%-1.5%0.021%
2/24/2023RiverFront Investment Group LLC4,005$0.20M0.0%N/A0.001%
2/22/2023Kovack Advisors Inc.32,618$1.63M0.2%-2.5%0.007%
2/21/2023Equitable Trust Co.168,564$8.40M0.7%+1.1%0.035%
2/17/2023Coppell Advisory Solutions Corp.970$48K0.0%N/A0.000%
2/16/2023American Trust6,203$0.24M0.0%N/A0.001%
2/16/2023United Capital Financial Advisers LLC845,295$42.11M0.2%-3.0%0.178%
2/16/2023One Capital Management LLC2,248,972$112.04M6.0%+8.5%0.473%
2/16/2023Chartwell Investment Partners LLC12,865$0.64M0.0%+110.0%0.003%
2/15/2023Retirement Group LLC5,142$0.26M0.1%+37.7%0.001%
2/15/2023Greenwood Gearhart Inc.498,505$24.84M3.5%+3.7%0.105%
2/15/2023RiverFront Investment Group LLC4,005$0.20M0.0%N/A0.001%
2/15/2023Atlas Capital Advisors LLC600$30K0.0%-42.1%0.000%
2/15/2023Captrust Financial Advisors825,089$41.11M0.2%+15.4%0.173%
2/15/2023IHT Wealth Management LLC17,058$0.85M0.1%-29.4%0.004%
2/15/2023Lazard Asset Management LLC804,758$40.09M0.1%+1.6%0.169%
2/15/2023Monograph Wealth Advisors LLC40,260$2.01M0.5%N/A0.008%
2/15/2023Main Management LLC105,613$5.26M0.6%-2.9%0.022%
2/15/2023PFS Investments Inc.666,368$33.20M0.6%+35.2%0.140%
2/15/2023Stonebridge Capital Advisors LLC21,293$1.06M0.1%-6.9%0.004%
2/15/2023Eagle Asset Management Inc.23,807$1.19M0.0%+2.4%0.005%
2/14/2023Laurel Wealth Advisors Inc.6,674$0.33M0.0%+11.9%0.001%
2/14/2023Nelson Van Denburg & Campbell Wealth Management Group LLC452,053$22.52M1.7%-18.5%0.095%
2/14/2023Allstate Investment Management Co.7,695,685$383.40M11.7%N/A1.617%
2/14/2023Hirtle Callaghan & Co LLC254,194$12.66M0.8%-29.4%0.053%
2/13/2023Black Swift Group LLC11,300$0.56M0.2%-98.8%0.002%
2/13/2023Baird Financial Group Inc.284,494$14.17M0.0%-48.1%0.060%
2/13/2023Wealthcare Advisory Partners LLC5,126$0.26M0.0%N/A0.001%
2/13/2023Pointe Capital Management LLC89,213$4.45M3.4%-38.3%0.019%
2/13/2023Schechter Investment Advisors LLC24,010$1.20M0.1%-20.4%0.005%
2/13/2023Integrated Wealth Concepts LLC113,835$5.67M0.2%-4.1%0.024%
2/13/2023Peloton Wealth Strategists9,325$0.47M0.2%-6.7%0.002%
2/13/2023Bellwether Advisors LLC1,005$50K0.0%-44.4%0.000%
2/13/2023Avalon Investment & Advisory16,836$0.84M0.0%N/A0.004%
2/13/2023Haverford Trust Co1,598,457$79.64M1.0%+1.7%0.336%
2/13/2023CIBC Private Wealth Group LLC16,430$0.82M0.0%+3.8%0.003%
2/13/2023JPMorgan Chase & Co.2,555,059$127.29M0.0%+195.8%0.537%
2/13/2023Concentric Wealth Management LLC129,029$6.43M2.2%-7.2%0.027%
2/10/2023NBT Bank N A NY6,763$0.34M0.0%-12.6%0.001%
2/10/2023First Horizon Advisors Inc.20,227$1.01M0.0%+5.7%0.004%
2/10/2023Fairview Capital Investment Management LLC151,222$7.53M0.5%+19.3%0.032%
2/10/2023Forum Private Client Group LLC35,745$1.78M1.2%-4.3%0.008%
2/10/2023White Pine Capital LLC153,409$7.64M3.0%-24.5%0.032%
2/10/2023SouthState Corp134,420$6.70M0.6%-3.2%0.028%
2/10/2023CoreCap Advisors LLC2,660$0.13M0.0%N/A0.001%
2/10/2023New South Capital Management Inc.38,780$1.93M0.1%-41.1%0.008%
2/10/2023Clearbridge Investments LLC5,049$0.25M0.0%-7.2%0.001%
2/10/2023Laffer Tengler Investments28,542$1.42M0.4%-45.8%0.006%
2/10/2023SVB Wealth LLC369,394$18.40M0.2%+23.8%0.078%
2/10/2023Ten Capital Wealth Advisors LLC33,821$1.69M0.7%-5.2%0.007%
2/10/2023FDx Advisors Inc.166,350$8.29M0.4%+27.3%0.035%
2/10/2023Waters Parkerson & CO. LLC5,745$0.29M0.0%-7.6%0.001%
2/9/2023Trust Co. of Vermont1,389$69K0.0%+240.4%0.000%
2/9/2023First International Bank & Trust32,620$1.63M0.6%+19.4%0.007%
2/9/2023Atlantic Union Bankshares Corp7,310$0.36M0.0%-29.8%0.002%
2/9/2023Dorsey & Whitney Trust CO LLC12,956$0.65M0.1%+123.4%0.003%
2/8/2023InterOcean Capital Group LLC19,906$0.99M0.0%+77.0%0.004%
2/8/2023Vantage Financial Partners LLC58,844$2.93M1.7%-47.5%0.012%
2/8/2023Simmons Bank10,538$0.53M0.0%-19.5%0.002%
2/8/2023Vectors Research Management LLC495,283$24.68M6.4%-6.9%0.104%
2/8/2023SPX Gestao de Recursos Ltda3,095,484$154.22M16.6%N/A0.650%
2/8/2023Prime Capital Investment Advisors LLC335,219$16.70M0.6%+6.3%0.070%
2/8/2023Abbrea Capital LLC70,906$3.53M0.6%-19.0%0.015%
2/8/2023Cambridge Investment Research Advisors Inc.275,745$13.74M0.1%+39.6%0.058%
2/8/2023Alley Investment Management Company LLC305,287$15.21M2.6%+2.2%0.064%
2/7/2023Toronto Dominion Bank1,729$86K0.0%N/A0.000%
2/7/2023Nations Financial Group Inc. IA ADV64,621$3.22M0.4%-10.3%0.014%
2/7/2023Boston Family Office LLC9,254$0.46M0.0%-21.8%0.002%
2/7/2023FourThought Financial Partners LLC8,044$0.40M0.1%N/A0.002%
2/7/2023Hollencrest Capital Management80,099$3.99M0.5%-25.7%0.017%
2/7/2023DMG Group LLC28,654$1.43M1.6%+11.0%0.006%
2/7/2023NewSquare Capital LLC643,980$32.08M4.0%-6.7%0.135%
2/7/2023Pinnacle Wealth Management Advisory Group LLC9,235$0.46M0.1%-17.5%0.002%
2/6/2023Front Barnett Associates LLC47,392$2.36M0.3%-7.2%0.010%
2/6/2023Princeton Global Asset Management LLC30,528$1.52M0.5%-4.1%0.006%
2/6/2023Column Capital Advisors LLC9,516$0.47M0.1%N/A0.002%
2/6/2023Arkansas Financial Group Inc.900,303$44.85M9.8%-10.7%0.189%
2/6/2023Parallel Advisors LLC4,211$0.21M0.0%-48.6%0.001%
2/6/2023Gradient Capital Advisors LLC67,426$3.36M1.5%+4.8%0.014%
2/3/2023Oakworth Capital Inc.960$48K0.0%-48.9%0.000%
2/3/2023Fisher Asset Management LLC17,564$0.88M0.0%-5.8%0.004%
2/3/20239258 Wealth Management LLC4,739$0.24M0.1%-5.9%0.001%
2/2/2023Congress Wealth Management LLC DE 5,750$0.29M0.0%-9.2%0.001%
2/2/2023Argent Advisors Inc.238,732$11.89M6.2%+1.4%0.050%
2/2/2023Arrow Financial Corp89,946$4.48M0.6%-4.0%0.019%
2/2/2023Disciplined Investments LLC22,821$1.14M0.6%+29.5%0.005%
2/2/2023Private Ocean LLC39,386$1.96M0.2%+78.7%0.008%
2/1/2023Meritage Portfolio Management243,400$12.13M0.9%-48.2%0.051%
2/1/2023Endurance Wealth Management Inc.259,799$12.94M2.0%-4.0%0.055%
2/1/2023Hallmark Capital Management Inc.4,090$0.20M0.0%+7.2%0.001%
2/1/2023SlateStone Wealth LLC5,385$0.27M0.1%-34.3%0.001%
2/1/2023Kanawha Capital Management LLC24,781$1.24M0.1%-27.1%0.005%
2/1/2023Janney Capital Management LLC10,612$0.53M0.0%-5.2%0.002%
2/1/2023Janney Montgomery Scott LLC672,558$33.51M0.1%-31.3%0.141%
2/1/2023Hudson Valley Investment Advisors Inc. ADV403,615$20.11M3.0%-4.2%0.085%
1/31/2023Graypoint LLC97,678$4.87M0.6%-5.2%0.021%
1/31/2023Money Design Co. Ltd.1,478,643$73.67M5.5%+6.5%0.311%
1/31/2023IFG Advisory LLC11,466$0.57M0.1%+67.5%0.002%
1/30/2023Bernardo Wealth Planning LLC77,533$3.86M1.8%+190.3%0.016%
(Data available from 1/1/2016 forward)













IGSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IGSB shares?

During the previous two years, 369 institutional investors and hedge funds held shares of iShares 1-5 Year Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Allstate Corp ($405.91M), Allstate Investment Management Co. ($383.40M), Assetmark Inc. ($379.24M), Ameriprise Financial Inc. ($353.86M), SPX Gestao de Recursos Ltda ($154.22M), JPMorgan Chase & Co. ($127.29M), and One Capital Management LLC ($112.04M).Learn more on IGSB's institutional investors.

What percentage of iShares 1-5 Year Investment Grade Corporate Bond ETF stock is owned by institutional investors?

66.92% of iShares 1-5 Year Investment Grade Corporate Bond ETF 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 stock?

Of the 305 institutional investors that purchased iShares 1-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: JPMorgan Chase & Co. ($26.33M), Allstate Investment Management Co. ($7.70M), Allstate Corp ($3.56M), SPX Gestao de Recursos Ltda ($3.10M), Sumitomo Mitsui Trust Holdings Inc. ($1.95M), Hirtle Callaghan & Co LLC ($1.92M), and Mitsubishi UFJ Trust & Banking Corp ($1.90M).

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

Institutional investors have bought a total of 72,338,767 shares in the last 24 months. This purchase volume represents approximately $3.78B in transactions.

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

Of the 243 institutional investors that sold iShares 1-5 Year Investment Grade Corporate Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Assetmark Inc. ($5.27M), Brown Brothers Harriman & Co. ($4.80M), Janney Montgomery Scott LLC ($2.41M), Mitsubishi UFJ Trust & Banking Corp ($1.81M), True Link Financial Advisors LLC ($1.44M), Black Swift Group LLC ($0.89M), and Evensky & Katz LLC ($0.78M).

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

Institutional investors have sold a total of 32,374,356 shares in the last 24 months. This volume of shares sold represents approximately $1.70B in transactions.

This page (NASDAQ:IGSB) was last updated on 3/30/2023 by MarketBeat.com Staff