IGIB Institutional Ownership & Shareholders
ISHARES 5-10Y INV GRADE CORP (IGIB) is currently held by 707 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $14.17B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Financial Engines Advisors L.L.C. is currently the largest disclosed institutional shareholder of IGIB tracked by InsiderSet, reporting ownership valued at approximately $3.69B in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $3.55B, representing an estimated loss of -3.61% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 55% of the total disclosed IGIB value among the investors covered in this analysis. Major shareholders include Financial Engines Advisors L.L.C., Charles Schwab Investment Management Inc, Northern Trust Corp, and several other long-term asset managers with concentrated positions in ISHARES 5-10Y INV GRADE CORP (IGIB).
This page ranks the largest institutional IGIB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
707
Total Reported Value
$14.17B
Largest Holder
Financial Engines Advisors L.L.C.
Largest Position
$3.69B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
32
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | 6.54% | 69,309,525 | $3,685,187,446 | $3,552,113,156 | -$133,074,290 | -3.61% | |
| Charles Schwab Investment Management Inc | 0.11% | 15,069,486 | $801,244,571 | $772,311,158 | -$28,933,414 | -3.61% | |
| Northern Trust Corp | 0.08% | 13,057,366 | $694,260,150 | $669,190,008 | -$25,070,143 | -3.61% | |
| Assetmark, Inc | 0.80% | 9,396,425 | $473,110,002 | $481,566,781 | +$8,456,779 | +1.79% | |
| Envestnet Asset Management Inc | 0.11% | 8,875,957 | $471,934,650 | $454,892,796 | -$17,041,854 | -3.61% | |
| Allstate Corp | 4.38% | 8,255,575 | $438,948,923 | $423,098,219 | -$15,850,704 | -3.61% | |
| Bank Of America Corp | 0.02% | 6,417,105 | $341,197,447 | $328,876,631 | -$12,320,816 | -3.61% | |
| Morgan Stanley | 0.02% | 6,315,414 | $335,790,635 | $323,664,968 | -$12,125,668 | -3.61% | |
| One Capital Management, Llc | 8.65% | 5,845,766 | $311,111,692 | $299,595,508 | -$11,516,185 | -3.70% | |
| Wells Fargo & Company/Mn | 0.05% | 5,223,434 | $277,729,979 | $267,700,993 | -$10,028,987 | -3.61% | |
| Ubs Group Ag | 0.03% | 4,139,507 | $220,097,588 | $212,149,734 | -$7,947,854 | -3.61% | |
| Lpl Financial Llc | 0.05% | 4,086,840 | $217,297,272 | $209,450,550 | -$7,846,722 | -3.61% | |
| Matson Money. Inc. | 5.71% | 4,051,363 | $203,986,127 | $207,632,354 | +$3,646,227 | +1.79% | |
| Ameriprise Financial Inc | 0.04% | 3,520,343 | $186,866,756 | $180,417,579 | -$6,449,177 | -3.45% | |
| Raymond James Financial Inc | 0.05% | 3,467,006 | $184,340,683 | $177,684,058 | -$6,656,626 | -3.61% | |
| Royal Bank Of Canada | 0.03% | 3,090,560 | $164,325,000 | $158,391,200 | -$5,933,800 | -3.61% | |
| Td Private Client Wealth Llc | 2.95% | 3,251,440 | $163,710,024 | $166,636,300 | +$2,926,276 | +1.79% | |
| Goldman Sachs Group Inc | 0.02% | 2,817,095 | $149,784,937 | $144,376,119 | -$5,408,818 | -3.61% | |
| Focus Partners Wealth | 0.13% | 2,476,291 | $131,664,465 | $126,909,914 | -$4,754,551 | -3.61% | |
| Fmr Llc | 0.01% | 2,236,586 | $118,919,314 | $114,625,033 | -$4,294,282 | -3.61% | |
| Truist Financial Corp | 0.14% | 2,270,441 | $114,316,704 | $116,360,101 | +$2,043,397 | +1.79% | |
| Petersen Hastings Wealth Advisors Inc. | 9.17% | 2,209,181 | $111,232,239 | $113,220,526 | +$1,988,287 | +1.79% | |
| Acropolis Investment Management, Llc | 4.42% | 2,184,246 | $109,976,771 | $111,942,608 | +$1,965,837 | +1.79% | |
| Jones Financial Companies Lllp | 0.04% | 1,989,134 | $106,040,708 | $101,943,118 | -$4,097,591 | -3.86% | |
| United Capital Financial Advisors, Llc | 0.55% | 1,879,524 | $99,885,442 | $96,325,605 | -$3,559,837 | -3.56% | |
| Mercer Global Advisors Inc | 0.12% | 1,802,788 | $95,854,235 | $92,392,885 | -$3,461,350 | -3.61% | |
| Blackrock, Inc. | 0.00% | 1,775,018 | $94,377,708 | $90,969,673 | -$3,408,036 | -3.61% | |
| Pnc Financial Services Group, Inc. | 0.05% | 1,715,952 | $91,237,171 | $87,942,540 | -$3,294,631 | -3.61% | |
| Stifel Financial Corp | 0.07% | 1,678,325 | $89,236,896 | $86,014,156 | -$3,222,740 | -3.61% | |
| Charter Oak Capital Management, Llc | 6.60% | 1,599,851 | $85,144,068 | $81,992,364 | -$3,151,704 | -3.70% | |
| Haverford Trust Co | 0.69% | 1,510,294 | $80,302,307 | $77,402,568 | -$2,899,740 | -3.61% | |
| Greenwood Gearhart Llc | 3.55% | 1,556,034 | $78,346,312 | $79,746,743 | +$1,400,431 | +1.79% | |
| Us Bancorp \De\ | 0.08% | 1,324,397 | $70,418,189 | $67,875,346 | -$2,542,843 | -3.61% | |
| Rmg Wealth Management Llc | 6.90% | 1,304,233 | $66,698,459 | $66,841,941 | +$143,482 | +0.22% | |
| Wealth Enhancement Advisory Services, Llc | 0.10% | 1,308,920 | $66,061,198 | $67,082,150 | +$1,020,952 | +1.55% | |
| Keybank National Association/Oh | 0.22% | 1,232,515 | $65,532,832 | $63,166,394 | -$2,366,438 | -3.61% | |
| Mai Capital Management | 0.24% | 1,196,329 | $63,608,816 | $61,311,861 | -$2,296,955 | -3.61% | |
| Ally Invest Advisors Inc. | 3.79% | 1,181,331 | $62,811,086 | $60,543,214 | -$2,267,872 | -3.61% | |
| Cetera Investment Advisers | 0.06% | 1,167,359 | $62,068,466 | $59,827,149 | -$2,241,317 | -3.61% | |
| Horizon Investments, Llc | 0.62% | 1,072,165 | $56,535,260 | $54,948,456 | -$1,586,804 | -2.81% | |
| Dakota Wealth Management | 1.07% | 983,218 | $53,182,274 | $50,389,923 | -$2,792,352 | -5.25% | |
| Manufacturers Life Insurance Company, The | 0.04% | 395,799 | $51,654,056 | $20,284,699 | -$31,369,357 | -60.73% | |
| Mfa Wealth Advisors, Llc | 8.75% | 1,022,700 | $51,492,967 | $52,413,375 | +$920,408 | +1.79% | |
| Cwm, Llc | 0.12% | 874,951 | $46,564,892 | $44,841,239 | -$1,723,653 | -3.70% | |
| Wealthspire Retirement, Llc | 2.47% | 846,629 | $45,015,270 | $43,389,736 | -$1,625,534 | -3.61% | |
| Flagstone Financial Management | 10.03% | 843,498 | $44,848,758 | $43,229,273 | -$1,619,486 | -3.61% | |
| Dodds Wealth, Llc | 9.98% | 879,610 | $44,288,387 | $45,080,013 | +$791,626 | +1.79% | |
| Bank Of New York Mellon Corp | 0.01% | 823,390 | $43,779,673 | $42,198,738 | -$1,580,936 | -3.61% | |
| Kestra Advisory Services, Llc | 0.12% | 831,087 | $41,845,234 | $42,593,209 | +$747,975 | +1.79% | |
| Fiduciary Trust Co | 0.45% | 779,415 | $41,441,496 | $39,945,019 | -$1,496,477 | -3.61% |
Frequently asked questions about IGIB
Who are the largest institutional holders of IGIB?
The largest institutional holders of IGIB reported in the latest SEC Form 13F filings include Financial Engines Advisors L.L.C., Charles Schwab Investment Management Inc, Northern Trust Corp, Assetmark, Inc, and Envestnet Asset Management Inc. InsiderSet ranks institutional holders by their latest reported IGIB position.
What is IGIB institutional ownership?
This page tracks IGIB positions reported by institutional investment managers through SEC Form 13F. ISHARES 5-10Y INV GRADE CORP (IGIB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IGIB?
InsiderSet currently tracks 707 institutional managers reporting IGIB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IGIB shareholders.
How much IGIB stock do institutions own?
Institutional investment managers disclosed approximately $14.17B in IGIB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IGIB institutional ownership last updated?
The latest IGIB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IGIB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IGIB position after the reporting date.
Are institutions buying or selling IGIB?
Institutional buying and selling can be analyzed by comparing IGIB positions across consecutive 13F reporting periods. InsiderSet's IGIB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IGIB ownership changes.
How has IGIB institutional ownership changed over time?
InsiderSet tracks IGIB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.