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AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)
S&P 500   5,088.80 (+0.03%)
DOW   39,131.53 (+0.16%)
QQQ   436.78 (-0.29%)
AAPL   182.52 (-1.00%)
MSFT   410.34 (-0.32%)
META   484.03 (-0.43%)
GOOGL   143.96 (-0.09%)
AMZN   174.99 (+0.23%)
TSLA   191.97 (-2.76%)
NVDA   788.17 (+0.36%)
NIO   5.40 (-7.69%)
AMD   176.52 (-2.94%)
BABA   75.96 (-0.22%)
T   16.80 (+1.27%)
F   12.15 (+0.25%)
MU   86.00 (+0.10%)
CGC   3.36 (-0.30%)
GE   153.33 (+1.09%)
DIS   107.74 (+0.09%)
AMC   4.43 (+0.23%)
PFE   27.76 (+0.76%)
PYPL   59.16 (+1.39%)
XOM   103.84 (-0.88%)

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

$51.09
+0.04 (+0.08%)
(As of 02/23/2024 ET)

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

Current
Institutional Ownership
Percentage
74.81%
Number of
Institutional Buyers
(last 12 months)
126
Total
Institutional Inflows
(last 12 months)
$1.68 B
Number of
Institutional Sellers
(last 12 months)
129
Total
Institutional Outflows
(last 12 months)
$1.69 B
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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
2/23/2024Arkansas Financial Group Inc.864,281$44.32M8.2%+0.2%0.205%
2/20/2024Able Wealth Management LLC9,648$0.50M0.4%N/A0.002%
2/16/2024Peloton Wealth Strategists10,896$0.56M0.2%+15.3%0.003%
2/15/2024Peloton Wealth Strategists10,896$5.77M2.4%+15.3%0.003%
2/15/2024Main Management LLC104,433$5.36M0.5%-1.1%0.025%
2/15/2024Front Row Advisors LLC2,690$0.14M0.1%-27.1%0.001%
2/15/2024Main Street Group LTD4,496$0.23M0.1%N/A0.001%
2/15/2024Waters Parkerson & CO. LLC5,320$0.27M0.0%-12.0%0.001%
2/15/2024West Michigan Advisors LLC7,305$0.38M0.1%-13.3%0.002%
2/15/2024Baird Financial Group Inc.272,295$13.96M0.0%-1.7%0.065%
2/15/2024Comerica Bank97,680$5.01M0.0%-6.4%0.023%
2/14/2024Icon Wealth Advisors LLC4,857$0.25M0.0%N/A0.001%
2/14/2024Vermillion & White Wealth Management Group LLC7,284$0.37M0.4%N/A0.002%
2/14/2024Waterloo Capital L.P.9,427$0.48M0.1%N/A0.002%
2/13/2024Keeley Teton Advisors LLC15,797$0.81M0.1%-66.9%0.004%
2/13/2024Fairview Capital Investment Management LLC147,922$7.59M0.5%+1.1%0.035%
2/13/2024Hirtle Callaghan & Co LLC85,385$4.38M0.2%-44.2%0.020%
2/13/2024CIBC Private Wealth Group LLC6,841$0.35M0.0%N/A0.002%
2/13/2024Wellspring Financial Advisors LLC70,788$3.63M0.1%+0.9%0.017%
2/13/2024United Community Bank51,728$2.65M1.1%-20.2%0.012%
2/13/2024Rathbones Group PLC69,412$3.56M0.0%-2.3%0.016%
2/12/2024SPX Gestao de Recursos Ltda4,950,070$253.82M19.6%-9.5%1.175%
2/12/2024Eagle Asset Management Inc.17,961$0.92M0.0%-10.2%0.004%
2/12/2024Alley Investment Management Company LLC342,583$17.57M2.6%+6.3%0.081%
2/12/2024J. L. Bainbridge & Co. Inc.6,388$0.33M0.0%-4.6%0.002%
2/12/2024Arrow Financial Corp31,083$1.59M0.2%-31.0%0.007%
2/12/2024NYL Investors LLC10,867,301$557.22M22.6%-16.7%2.579%
2/12/2024Parallel Advisors LLC58,113$2.98M0.1%-4.1%0.014%
2/9/2024Cambridge Investment Research Advisors Inc.217,249$11.14M0.0%+18.6%0.052%
2/9/2024Allstate Corp5,530,549$283.58M19.6%-29.0%1.312%
2/9/2024Tidemark LLC948$49K0.0%N/A0.000%
2/9/2024Union Savings Bank9,115$0.47M0.3%-20.1%0.002%
2/9/2024EverSource Wealth Advisors LLC6,669$0.34M0.0%+44,360.0%0.002%
2/9/2024Davis R M Inc.241,533$12.39M0.3%-17.5%0.057%
2/9/2024Clearbridge Investments LLC7,119$0.37M0.0%+42.2%0.002%
2/8/2024Graybill Wealth Management LTD.63,273$3.24M1.4%+3.1%0.015%
2/8/2024Haverford Trust Co1,779,643$91.25M1.0%+2.8%0.422%
2/8/2024Laffer Tengler Investments Inc.22,388$1.15M0.3%+24.9%0.005%
2/8/2024Janney Capital Management LLC9,416$0.48M0.0%-6.7%0.002%
2/8/2024Janney Montgomery Scott LLC737,395$37.81M0.1%+8.7%0.175%
2/8/2024Ironwood Investment Counsel LLC26,581$1.36M0.3%+496.5%0.006%
2/8/2024First United Bank & Trust10,482$0.54M0.2%-8.0%0.002%
2/7/2024One Capital Management LLC1,511,630$77.51M3.1%-1.4%0.359%
2/7/2024NBC Securities Inc.16,460$0.84M0.1%-3.0%0.004%
2/7/2024Cary Street Partners Investment Advisory LLC56,633$2.90M0.1%-4.0%0.013%
2/7/2024BNP Paribas Financial Markets40,262$2.06M0.0%-50.2%0.010%
2/7/2024Mount Lucas Management LP10,552$0.54M0.2%-2.0%0.003%
2/7/2024Sun Life Financial Inc.77,374$3.97B0.8%-94.9%0.018%
2/6/2024NTV Asset Management LLC65,860$3.38M0.6%-6.3%0.016%
2/6/2024First Horizon Advisors Inc.13,656$0.70M0.0%-14.3%0.003%
2/6/2024Disciplina Capital Management LLC163,358$8.38M1.6%+9.6%0.039%
2/6/2024Summit Financial LLC16,349$0.84M0.1%N/A0.004%
2/5/2024Hexagon Capital Partners LLC8,548$0.44M0.1%-29.0%0.002%
2/5/2024Ledyard National Bank4,314$0.22M0.0%-29.8%0.001%
2/5/2024Vantage Financial Partners LLC51,965$2.66M0.8%+3.8%0.012%
2/5/2024RiverFront Investment Group LLC379,573$19.46M0.6%+1,035.6%0.090%
2/5/2024White Pine Capital LLC98,193$5.04M1.9%-10.1%0.023%
2/2/2024Abbrea Capital LLC56,978$2.92M0.4%-0.8%0.014%
2/2/2024Meritage Portfolio Management217,079$11.13M0.7%-3.2%0.052%
2/1/2024NewSquare Capital LLC582,777$29.88M2.9%-2.1%0.138%
2/1/2024SlateStone Wealth LLC8,860$0.45M0.1%+2.9%0.002%
2/1/2024Ramsay Stattman Vela & Price Inc.9,625$0.49M0.1%-4.0%0.002%
2/1/2024Gradient Capital Advisors LLC44,066$2.26M0.9%-14.2%0.010%
1/31/2024Hunter Associates Investment Management LLC56,511$2.90M0.5%-7.8%0.013%
1/30/2024Avior Wealth Management LLC47,516$2.44M0.1%-4.2%0.011%
1/30/2024Diversified Portfolios Inc.97,026$4.98M0.8%+1.9%0.023%
1/30/2024West Paces Advisors Inc.1,867$96K0.0%-52.5%0.000%
1/30/2024Buffington Mohr McNeal75,502$3.87M0.8%-68.8%0.018%
1/30/2024SVB Wealth LLC346,290$17.76M0.4%-1.6%0.082%
1/30/2024Crescent Grove Advisors LLC86,293$4.43M0.5%-4.4%0.020%
1/30/2024Bear Mountain Capital Inc.29,752$1.53M0.6%N/A0.007%
1/30/2024Sumitomo Mitsui Trust Holdings Inc.673,842$34.55M0.0%+15.8%0.160%
1/29/2024Crestwood Advisors Group LLC201,139$10.31M0.2%-27.9%0.048%
1/29/2024Graypoint LLC160,492$8.23M0.7%+17.4%0.038%
1/29/2024YHB Investment Advisors Inc.43,040$2.21M0.2%+87.1%0.010%
1/29/2024Baystate Wealth Management LLC24,844$1.27M0.1%+83.5%0.006%
1/29/2024Bull Street Advisors LLC87,795$4.50M2.3%-1.2%0.021%
1/29/2024Money Design Co. Ltd.1,481,267$75.95M4.3%-22.6%0.351%
1/26/2024Plimoth Trust Co. LLC6,247$0.32M0.1%-4.0%0.001%
1/25/2024Pinnacle Bancorp Inc.3,849$0.20M0.1%-15.6%0.001%
1/25/2024Equitable Trust Co.167,677$8.60M0.6%-9.3%0.040%
1/25/2024Pinkerton Retirement Specialists LLC87,460$4.49M0.9%+0.5%0.021%
1/24/2024Prime Capital Investment Advisors LLC397,459$20.38M0.3%+12.4%0.095%
1/24/2024Arkadios Wealth Advisors19,580$1M0.1%+26.2%0.005%
1/24/2024Mascoma Wealth Management LLC44,369$2.28M0.7%-24.9%0.011%
1/24/2024Tsfg LLC1,546$79K0.0%-13.7%0.000%
1/23/2024Leavell Investment Management Inc.201,942$10.36M0.7%+69.1%0.048%
1/23/2024Family Capital Trust Co17,719$0.91M0.3%N/A0.004%
1/23/2024Private Ocean LLC4,638$0.24M0.0%-83.1%0.001%
1/22/2024Princeton Global Asset Management LLC40,590$2.08M0.5%+2.6%0.010%
1/19/2024Life Planning Partners Inc2,172$0.11M0.1%N/A0.001%
1/18/2024Burns J W & Co. Inc. NY55,762$2.86M0.4%-3.0%0.013%
1/18/2024Grey Fox Wealth Advisors LLC15,904$0.82M0.4%-13.6%0.004%
1/17/2024IFG Advisory LLC17,103$0.88M0.1%+10.2%0.004%
1/17/2024Schechter Investment Advisors LLC19,210$0.99M0.1%-15.4%0.005%
1/17/2024Fiduciary Alliance LLC4,969$0.26M0.1%N/A0.001%
1/16/2024Kingswood Wealth Advisors LLC9,177$0.47M0.1%+39.8%0.002%
1/12/2024Hudson Valley Investment Advisors Inc. ADV278,542$14.24M1.9%-16.8%0.066%
1/12/2024Tilia Fiduciary Partners Inc.29,877$1.53M1.4%+4.7%0.007%
1/11/2024Parkside Investments LLC442,995$22.72M3.8%+51.4%0.106%
(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, 324 institutional investors and hedge funds held shares of iShares 1-5 Year Investment Grade Corporate Bond ETF. The most heavily invested institutionals were Sun Life Financial Inc. ($3.97B), NYL Investors LLC ($557.22M), Ameriprise Financial Inc. ($526.51M), Allstate Investment Management Co. ($383.40M), Allstate Corp ($283.58M), SPX Gestao de Recursos Ltda ($253.82M), and Assetmark Inc. ($224.65M).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?

74.81% 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 232 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. ($26.83M), NYL Investors LLC ($8.95M), Allstate Investment Management Co. ($7.70M), SPX Gestao de Recursos Ltda ($5.08M), Ameriprise Financial Inc. ($2.87M), Money Design Co. Ltd. ($1.11M), and Lazard Asset Management LLC ($0.89M).

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

Institutional investors have bought a total of 67,964,766 shares in the last 24 months. This purchase volume represents approximately $6.37B in transactions.

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

Of the 221 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: Brown Brothers Harriman & Co. ($4.80M), Assetmark Inc. ($4.58M), JPMorgan Chase & Co. ($3.51M), Allstate Corp ($3.40M), Bank of New York Mellon Corp ($3M), NYL Investors LLC ($2.18M), and Sun Life Financial Inc. ($1.59M).

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

Institutional investors have sold a total of 42,293,652 shares in the last 24 months. This volume of shares sold represents approximately $3.54B in transactions.


This page (NASDAQ:IGSB) was last updated on 2/23/2024 by MarketBeat.com Staff