ISHARES 1-5 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| NORTHERN TRUST CORP | 0.16% | 0.17% | #375 | $1.38B | 26.3M | $1.30B | 24.7M | +1.5M+6.08% | Add | |
| Matson Money. Inc. | 22.65% | 24% | #3 | $813.1M | 15.5M | $782.6M | 14.9M | +616,217+4.14% | Add | |
| EP Wealth Advisors, LLC | 2.75% | 3.03% | #59 | $718.6M | 13.7M | $616.0M | 11.7M | +2.0M+16.98% | Add | |
| BlackRock, Inc. | 0.01% | 0.01% | #818 | $660.1M | 12.6M | $669.6M | 12.7M | -143,787-1.13% | Reduce | |
| AMERIPRISE FINANCIAL INC | 0.11% | 0.13% | #448 | $524.2M | 10.0M | $550.5M | 10.4M | -429,623-4.11% | Reduce | |
| ALLSTATE CORP | 4.79% | 2.79% | #30 | $480.1M | 9.2M | $260.8M | 5.0M | +4.2M+84.60% | Add | |
| MORGAN STANLEY | 0.02% | 0.03% | #708 | $462.2M | 8.8M | $432.6M | 8.2M | +660,004+8.09% | Add | |
| BANK OF AMERICA CORP /DE/ | 0.03% | 0.03% | #686 | $434.0M | 8.3M | $473.4M | 9.0M | -724,977-8.05% | Reduce | |
| BARINGS LLC | 6.36% | 5.8% | #21 | $358.5M | 6.8M | $359.5M | 6.8M | 00.00% | Unchanged | |
| ENVESTNET ASSET MANAGEMENT INC | 0.08% | 0.1% | #479 | $358.2M | 6.8M | $368.0M | 7.0M | -166,510-2.38% | Reduce | |
| GOLDMAN SACHS GROUP INC | 0.03% | 0.04% | #672 | $336.1M | 6.4M | $322.3M | 6.1M | +280,973+4.58% | Add | |
| CAPTRUST FINANCIAL ADVISORS | 0.49% | 0.5% | #235 | $319.0M | 6.1M | $288.4M | 5.5M | +599,762+10.93% | Add | |
| UBS Group AG | 0.04% | 0.04% | #637 | $288.7M | 5.5M | $289.2M | 5.5M | +5,510+0.10% | Add | |
| WELLS FARGO & COMPANY/MN | 0.05% | 0.05% | #599 | $288.6M | 5.5M | $246.3M | 4.7M | +819,867+17.50% | Add | |
| RAYMOND JAMES FINANCIAL INC | 0.06% | 0.07% | #537 | $230.2M | 4.4M | $221.5M | 4.2M | +179,346+4.26% | Add | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 0.03% | 0.03% | #687 | $208.6M | 4.0M | $199.6M | 3.8M | +182,348+4.80% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.1% | 0.12% | #454 | $206.2M | 3.9M | $200.5M | 3.8M | +120,430+3.16% | Add | |
| Focus Partners Wealth | 0.2% | 0.18% | #349 | $192.1M | 3.7M | $161.0M | 3.0M | +616,846+20.23% | Add | |
| LPL Financial LLC | 0.04% | 0.04% | #623 | $184.8M | 3.5M | $157.8M | 3.0M | +523,311+17.43% | Add | |
| Pure Financial Advisors, LLC | 2.23% | 4.64% | #75 | $173.7M | 3.3M | $320.2M | 6.1M | -2.8M-45.62% | Reduce | |
| STIFEL FINANCIAL CORP | 0.14% | 0.2% | #396 | $171.9M | 3.3M | $217.4M | 4.1M | -856,386-20.71% | Reduce | |
| Members Trust Co | 5.22% | 5.67% | #28 | $167.8M | 3.2M | $170.5M | 3.2M | -42,569-1.31% | Reduce | |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.18% | 0.22% | #355 | $145.1M | 2.8M | $156.4M | 3.0M | -207,304-6.97% | Reduce | |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 1.57% | 1.89% | #101 | $131.5M | 2.5M | $126.6M | 2.4M | +99,678+4.14% | Add | |
| TRUIST FINANCIAL CORP | 0.15% | 0.17% | #381 | $129.0M | 2.5M | $127.0M | 2.4M | +45,804+1.90% | Add | |
| Composition Wealth, LLC | 1.47% | 1.5% | #103 | $125.8M | 2.4M | $109.3M | 2.1M | +319,842+15.38% | Add | |
| PRUDENTIAL FINANCIAL INC | 0.13% | 0.16% | #409 | $122.1M | 2.3M | $129.2M | 2.5M | -127,537-5.19% | Reduce | |
| FMR LLC | 0.01% | 0.01% | #878 | $117.7M | 2.2M | $123.4M | 2.3M | -102,667-4.37% | Reduce | |
| KEYBANK NATIONAL ASSOCIATION/OH | 0.37% | 0.38% | #258 | $113.6M | 2.2M | $102.7M | 2.0M | +212,713+10.88% | Add | |
| ROYAL BANK OF CANADA | 0.02% | 0.02% | #756 | $110.9M | 2.1M | $112.0M | 2.1M | -14,151-0.66% | Reduce | |
| Point72 Asset Management, L.P. | 0.12% | 0.14% | #431 | $106.3M | 2.0M | $106.6M | 2.0M | 00.00% | Unchanged | |
| MML INVESTORS SERVICES, LLC | 0.21% | 0.23% | #345 | $101.9M | 1.9M | $83.9M | 1.6M | +348,012+21.80% | Add | |
| HighTower Advisors, LLC | 0.1% | 0.1% | #461 | $99.7M | 1.9M | $96.1M | 1.8M | +73,716+4.03% | Add | |
| Parkside Investments, LLC | 10.76% | 11.26% | #9 | $98.3M | 1.9M | $92.7M | 1.8M | +112,970+6.41% | Add | |
| Williams Jones Wealth Management, LLC. | 1.1% | 1.13% | #137 | $97.3M | 1.9M | $92.0M | 1.8M | +105,500+6.03% | Add | |
| MAI Capital Management | 0.36% | 0.51% | #263 | $96.2M | 1.8M | $90.5M | 1.7M | +113,475+6.59% | Add | |
| Busey Bank | 2.33% | 2.6% | #70 | $96.0M | 1.8M | $95.7M | 1.8M | +10,300+0.57% | Add | |
| RiverFront Investment Group, LLC | 1.18% | 1.27% | #125 | $89.3M | 1.7M | $81.8M | 1.6M | +148,656+9.55% | Add | |
| ASSETMARK, INC | 0.15% | 0.18% | #383 | $88.9M | 1.7M | $88.9M | 1.7M | +4,295+0.25% | Add | |
| Haverford Trust Co | 0.75% | 0.93% | #182 | $86.8M | 1.7M | $101.7M | 1.9M | -278,768-14.41% | Reduce | |
| Destination Wealth Management | 1.95% | 2.11% | #88 | $83.6M | 1.6M | $81.4M | 1.5M | +45,671+2.95% | Add | |
| One Capital Management, LLC | 2.32% | 2.27% | #71 | $82.6M | 1.6M | $82.6M | 1.6M | 00.00% | Unchanged | |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 0.37% | 0.38% | #260 | $79.6M | 1.5M | $76.8M | 1.5M | +58,599+4.01% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #892 | $77.5M | 1.5M | $77.7M | 1.5M | -6,762-0.46% | Reduce | |
| US BANCORP \DE\ | 0.08% | 0.08% | #496 | $72.8M | 1.4M | $68.0M | 1.3M | +95,919+7.42% | Add | |
| MARYLAND CAPITAL ADVISORS INC. | 23.06% | — | #2 | $72.0M | 1.4M | $0 | 0 | +1.4M | New Buy | |
| Mariner, LLC | 0.07% | 0.08% | #513 | $70.0M | 1.3M | $70.6M | 1.3M | -7,653-0.57% | Reduce | |
| Cetera Investment Advisers | 0.06% | 0.08% | #539 | $68.3M | 1.3M | $71.9M | 1.4M | -64,059-4.69% | Reduce | |
| BUFFALO BUSINESS & ESTATE SERVICES LTD | 7.87% | 0.03% | #14 | $62.4M | 1.2M | $217,975 | 4,147 | +1.2M+28,617.99% | Add | |
| Dakota Wealth Management | 1.11% | 1.13% | #135 | $57.9M | 1.1M | $52.1M | 991,241 | +113,561+11.46% | Add |