ISHARES 0-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF · 13F Institutional Holdings
| Ownership Trend | Portfolio % | Prev Q % | Rank | Q2 2026 Value | Q2 2026 Shares | Prev Q Value | Prev Q Shares | Shares Change | Action | |
|---|---|---|---|---|---|---|---|---|---|---|
| MORGAN STANLEY | 0.01% | 0.01% | #172 | $128.2M | 2.5M | $117.8M | 2.3M | +227,993+9.84% | Add | |
| Allspring Global Investments Holdings, LLC | 0.16% | 0.18% | #68 | $104.6M | 2.1M | $104.9M | 2.1M | 00.00% | Unchanged | |
| LJI Wealth Management, LLC | 11.54% | 11.03% | #1 | $82.4M | 1.6M | $69.1M | 1.4M | +268,114+19.60% | Add | |
| MAI Capital Management | 0.24% | 0.31% | #54 | $64.2M | 1.3M | $54.7M | 1.1M | +190,706+17.60% | Add | |
| LPL Financial LLC | 0.01% | 0.01% | #140 | $59.8M | 1.2M | $55.9M | 1.1M | +78,916+7.13% | Add | |
| UBS Group AG | 0.01% | 0.01% | #170 | $57.3M | 1.1M | $58.5M | 1.2M | -21,891-1.89% | Reduce | |
| World Investment Advisors | 0.86% | 0.84% | #31 | $52.1M | 1.0M | $52.1M | 1.0M | 00.00% | Unchanged | |
| Bramshill Investments, LLC | 3.89% | 4.34% | #5 | $50.8M | 1.0M | $50.3M | 997,002 | +11,269+1.13% | Add | |
| FARMERS & MERCHANTS INVESTMENTS INC | 1.2% | 1.35% | #24 | $49.5M | 982,350 | $49.0M | 970,988 | +11,362+1.17% | Add | |
| ROYAL BANK OF CANADA | 0.01% | 0.01% | #174 | $43.1M | 855,934 | $39.8M | 787,808 | +68,126+8.65% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.01% | 0.01% | #148 | $41.5M | 824,298 | $36.8M | 727,957 | +96,341+13.23% | Add | |
| Crews Bank & Trust | 5.19% | 5.56% | #2 | $39.7M | 788,528 | $38.4M | 759,580 | +28,948+3.81% | Add | |
| BANK OF AMERICA CORP /DE/ | <0.01% | <0.01% | #210 | $31.2M | 618,501 | $30.1M | 595,893 | +22,608+3.79% | Add | |
| Wiser Wealth Management, Inc | 4.92% | 5.35% | #3 | $25.7M | 510,292 | $24.8M | 491,388 | +18,904+3.85% | Add | |
| AMERIPRISE FINANCIAL INC | 0.01% | 0.01% | #183 | $25.5M | 507,289 | $41.8M | 828,129 | -320,840-38.74% | Reduce | |
| NewEdge Advisors, LLC | 0.08% | 0.09% | #87 | $25.4M | 503,384 | $24.6M | 487,353 | +16,031+3.29% | Add | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 1.08% | 1.44% | #26 | $22.6M | 448,811 | $23.7M | 469,587 | -20,776-4.42% | Reduce | |
| Vestmark Advisory Solutions, Inc. | 0.2% | 0.22% | #61 | $21.1M | 418,807 | $20.0M | 396,979 | +21,828+5.50% | Add | |
| VOISARD ASSET MANAGEMENT GROUP, INC. | 3.76% | 5.71% | #6 | $19.8M | 394,083 | $26.8M | 529,983 | -135,900-25.64% | Reduce | |
| CAMDEN NATIONAL BANK | 2.59% | 2.59% | #10 | $19.8M | 394,035 | $19.2M | 379,909 | +14,126+3.72% | Add | |
| Allianz Asset Management GmbH | 0.02% | 0.02% | #136 | $18.5M | 367,542 | $18.1M | 359,323 | +8,219+2.29% | Add | |
| ALLSTATE CORP | 0.18% | — | #66 | $17.7M | 350,519 | $0 | 0 | +350,519 | New Buy | |
| Colonial Trust Advisors | 1.15% | 1.23% | #25 | $16.5M | 327,118 | $15.8M | 313,171 | +13,947+4.45% | Add | |
| Corient Private Wealth LLC | 0.01% | 0.03% | #146 | $16.1M | 320,449 | $17.8M | 360,566 | -40,117-11.13% | Reduce | |
| Global Wealth Management Investment Advisory, Inc. | 1.97% | 2.1% | #15 | $13.9M | 275,433 | $13.4M | 264,985 | +10,448+3.94% | Add | |
| Bank Julius Baer & Co. Ltd, Zurich | 0.03% | 0.01% | #108 | $13.4M | 265,774 | $2.0M | 38,713 | +227,061+586.52% | Add | |
| Cetera Investment Advisers | 0.01% | 0.02% | #145 | $13.3M | 264,861 | $15.0M | 296,574 | -31,713-10.69% | Reduce | |
| Waterloo Capital, L.P. | 0.73% | 0.86% | #35 | $12.9M | 256,252 | $12.2M | 241,981 | +14,271+5.90% | Add | |
| INTEGRAL INVESTMENT ADVISORS, INC. | 2.78% | 2.88% | #9 | $12.6M | 250,728 | $11.6M | 229,389 | +21,339+9.30% | Add | |
| WELLS FARGO & COMPANY/MN | <0.01% | <0.01% | #211 | $12.3M | 243,866 | $11.9M | 234,880 | +8,986+3.83% | Add | |
| STIFEL FINANCIAL CORP | 0.01% | 0.01% | #152 | $12.2M | 242,710 | $12.9M | 255,739 | -13,029-5.09% | Reduce | |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 0.01% | 0.01% | #178 | $11.1M | 220,414 | $10.1M | 200,898 | +19,516+9.71% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | <0.01% | <0.01% | #201 | $10.6M | 211,186 | $10.9M | 216,147 | -4,961-2.30% | Reduce | |
| Colonial Trust Co / SC | 1.27% | 1.32% | #23 | $10.1M | 199,884 | $9.7M | 192,545 | +7,339+3.81% | Add | |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 0.03% | 0.03% | #110 | $9.8M | 194,079 | $9.1M | 179,777 | +14,302+7.96% | Add | |
| HighTower Advisors, LLC | 0.01% | 0.01% | #159 | $9.5M | 189,053 | $9.8M | 194,450 | -5,397-2.78% | Reduce | |
| MML INVESTORS SERVICES, LLC | 0.02% | 0.02% | #135 | $8.5M | 168,814 | $6.2M | 122,147 | +46,667+38.21% | Add | |
| LaSalle St. Investment Advisors, LLC | 1.03% | 1.14% | #27 | $8.5M | 168,013 | $8.1M | 159,906 | +8,107+5.07% | Add | |
| OneDigital Investment Advisors LLC | 0.07% | — | #89 | $8.4M | 166,772 | $0 | 0 | +166,772 | New Buy | |
| LOOMIS SAYLES & CO L P | 0.01% | 0.01% | #151 | $8.1M | 161,697 | $5.7M | 112,759 | +48,938+43.40% | Add | |
| Sierra Capital LLC | 0.79% | 0.94% | #34 | $8.0M | 158,336 | $8.1M | 160,658 | -2,322-1.45% | Reduce | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #231 | $7.6M | 151,631 | $7.2M | 143,565 | +8,066+5.62% | Add | |
| NDWM LLC | 4.44% | 4.21% | #4 | $7.6M | 150,111 | $6.5M | 128,722 | +21,389+16.62% | Add | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.01% | 0.01% | #160 | $7.3M | 144,592 | $9.6M | 191,024 | -46,432-24.31% | Reduce | |
| Saiph Capital, LLC | 2.13% | 2.86% | #11 | $7.2M | 143,690 | $7.5M | 149,449 | -5,759-3.85% | Reduce | |
| Ifrah Financial Services, Inc. | 1.65% | 1.78% | #19 | $6.8M | 134,345 | $6.7M | 133,118 | +1,227+0.92% | Add | |
| Summit Financial, LLC | 0.07% | 0.09% | #88 | $6.6M | 131,484 | $6.8M | 135,401 | -3,917-2.89% | Reduce | |
| Federation des caisses Desjardins du Quebec | 0.02% | 0.02% | #130 | $6.6M | 130,417 | $6.5M | 129,381 | +1,036+0.80% | Add | |
| Financial Engines Advisors L.L.C. | 0.01% | 0.01% | #147 | $6.4M | 127,022 | $6.2M | 123,774 | +3,248+2.62% | Add | |
| ALTERNA WEALTH MANAGEMENT, INC | 3.46% | 5.62% | #7 | $6.0M | 119,691 | $7.4M | 147,022 | -27,331-18.59% | Reduce |