ISHARES INTERMEDIATE GOVERNMENT/CREDIT 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 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Choate Investment Advisors | 4.21% | 4.6% | #7 | $239.8M | 2.3M | $235.2M | 2.2M | +54,767+2.48% | Add | |
| EASTERN BANK | 2.61% | 5.02% | #13 | $170.6M | 1.6M | $292.8M | 2.7M | -1.1M-41.39% | Reduce | |
| STIFEL FINANCIAL CORP | 0.14% | 0.18% | #79 | $167.1M | 1.6M | $190.5M | 1.8M | -210,923-11.81% | Reduce | |
| BANK OF AMERICA CORP /DE/ | 0.01% | 0.01% | #176 | $160.5M | 1.5M | $144.7M | 1.4M | +155,845+11.49% | Add | |
| CIBC Bancorp USA Inc. | 0.17% | 0.19% | #68 | $143.4M | 1.4M | $142.1M | 1.3M | +16,832+1.26% | Add | |
| Midwest Trust Co | 1.62% | 1.68% | #22 | $143.3M | 1.4M | $134.6M | 1.3M | +88,495+7.01% | Add | |
| ENVESTNET ASSET MANAGEMENT INC | 0.03% | 0.03% | #144 | $118.4M | 1.1M | $119.8M | 1.1M | -6,787-0.60% | Reduce | |
| KEYBANK NATIONAL ASSOCIATION/OH | 0.35% | 0.37% | #53 | $105.7M | 996,748 | $100.9M | 946,175 | +50,573+5.34% | Add | |
| FIFTH THIRD BANCORP | 0.17% | 0.21% | #72 | $103.7M | 977,585 | $112.5M | 1.1M | -77,324-7.33% | Reduce | |
| GERMAN AMERICAN BANCORP, INC. | 7.51% | 8.13% | #4 | $99.9M | 941,740 | $94.6M | 886,374 | +55,366+6.25% | Add | |
| Envestnet Portfolio Solutions, Inc. | 0.43% | 0.09% | #49 | $90.4M | 851,824 | $17.0M | 159,373 | +692,451+434.48% | Add | |
| FIRST CITIZENS BANK & TRUST CO | 1.32% | 0.38% | #25 | $88.3M | 832,035 | $18.1M | 169,482 | +662,553+390.93% | Add | |
| PNC FINANCIAL SERVICES GROUP, INC. | 0.04% | 0.04% | #132 | $79.8M | 752,399 | $75.2M | 704,998 | +47,401+6.72% | Add | |
| Bank of New York Mellon Corp | 0.01% | 0.01% | #169 | $78.6M | 740,416 | $70.1M | 656,951 | +83,465+12.70% | Add | |
| Pinnacle Financial Partners, Inc. | 0.51% | 0.5% | #46 | $74.6M | 702,746 | $65.3M | 612,088 | +90,658+14.81% | Add | |
| UMB Bank, n.a. | 0.78% | 0.91% | #32 | $61.8M | 582,564 | $65.4M | 613,117 | -30,553-4.98% | Reduce | |
| D L CARLSON INVESTMENT GROUP INC | 9.33% | 9.32% | #3 | $58.6M | 552,150 | $54.2M | 508,067 | +44,083+8.68% | Add | |
| JPMORGAN CHASE & CO | <0.01% | <0.01% | #215 | $57.2M | 538,408 | $54.5M | 512,210 | +26,198+5.11% | Add | |
| TCV Trust & Wealth Management, Inc. | 3.82% | 4.14% | #8 | $50.4M | 474,804 | $49.3M | 462,586 | +12,218+2.64% | Add | |
| DT Investment Partners, LLC | 3.39% | 3.48% | #9 | $45.5M | 428,821 | $41.8M | 392,064 | +36,757+9.38% | Add | |
| HOWE & RUSLING INC | 2.54% | 2.75% | #14 | $43.7M | 411,980 | $42.1M | 394,689 | +17,291+4.38% | Add | |
| BlackRock, Inc. | <0.01% | <0.01% | #255 | $42.1M | 397,055 | $42.6M | 399,627 | -2,572-0.64% | Reduce | |
| HORIZON BANCORP INC /IN/ | 14.69% | 15.31% | #1 | $31.3M | 295,368 | $31.8M | 298,301 | -2,933-0.98% | Reduce | |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.21% | 0.26% | #62 | $30.4M | 286,461 | $30.6M | 286,461 | 00.00% | Unchanged | |
| SOUTHERN MICHIGAN BANK & TRUST | 10.63% | 11.52% | #2 | $29.9M | 281,916 | $30.0M | 281,442 | +474+0.17% | Add | |
| Alaska Permanent Capital Management, LLC | 1.9% | 1.92% | #18 | $29.0M | 273,625 | $27.4M | 256,707 | +16,918+6.59% | Add | |
| OARSMAN CAPITAL, INC. | 3% | 3.8% | #12 | $28.4M | 267,498 | $30.6M | 286,732 | -19,234-6.71% | Reduce | |
| ROYAL BANK OF CANADA | <0.01% | <0.01% | #208 | $28.2M | 266,055 | $27.4M | 256,973 | +9,082+3.53% | Add | |
| US BANCORP \DE\ | 0.03% | 0.04% | #139 | $28.0M | 263,577 | $29.9M | 279,935 | -16,358-5.84% | Reduce | |
| AMERIPRISE FINANCIAL INC | 0.01% | 0.01% | #198 | $27.9M | 262,874 | $23.5M | 220,147 | +42,727+19.41% | Add | |
| Allianz Asset Management GmbH | 0.02% | 0.03% | #152 | $27.7M | 261,430 | $27.2M | 255,005 | +6,425+2.52% | Add | |
| Strategic Financial Services, Inc. | 1.2% | 1.38% | #27 | $27.5M | 259,171 | $29.0M | 271,848 | -12,677-4.66% | Reduce | |
| MORGAN STANLEY | <0.01% | <0.01% | #237 | $27.5M | 258,860 | $52.3M | 487,129 | -228,269-46.86% | Reduce | |
| MERIDIAN MANAGEMENT CO | 5.48% | 6.11% | #5 | $24.4M | 230,306 | $24.5M | 230,122 | +184+0.08% | Add | |
| FIRST NATIONAL BANK OF OMAHA | 0.65% | 0.75% | #37 | $23.1M | 217,033 | $24.2M | 227,549 | -10,516-4.62% | Reduce | |
| Cetera Investment Advisers | 0.02% | 0.02% | #160 | $22.8M | 215,133 | $23.4M | 219,335 | -4,202-1.92% | Reduce | |
| WELLS FARGO & COMPANY/MN | <0.01% | 0.01% | #210 | $22.5M | 211,829 | $28.1M | 263,856 | -52,027-19.72% | Reduce | |
| LPL Financial LLC | 0.01% | 0.01% | #201 | $22.3M | 210,247 | $22.3M | 208,615 | +1,632+0.78% | Add | |
| M&T BANK CORP | 0.06% | 0.05% | #110 | $21.9M | 206,374 | $15.4M | 144,003 | +62,371+43.31% | Add | |
| CAPTRUST FINANCIAL ADVISORS | 0.03% | 0.04% | #138 | $20.0M | 188,629 | $20.1M | 188,802 | -173-0.09% | Reduce | |
| BESSEMER GROUP INC | 0.03% | 0.04% | #151 | $18.4M | 173,200 | $23.3M | 218,536 | -45,336-20.75% | Reduce | |
| WASHINGTON TRUST Co | 0.56% | 0.6% | #42 | $17.9M | 168,824 | $17.9M | 167,407 | +1,417+0.85% | Add | |
| WEBSTER BANK, N. A. | 1.51% | 1.54% | #23 | $17.4M | 163,825 | $16.3M | 152,495 | +11,330+7.43% | Add | |
| Composition Wealth, LLC | 0.19% | 0.22% | #66 | $16.2M | 152,823 | $15.8M | 147,785 | +5,038+3.41% | Add | |
| GREENWOOD CAPITAL ASSOCIATES LLC | 1.47% | 1.63% | #24 | $15.0M | 141,133 | $14.8M | 138,660 | +2,473+1.78% | Add | |
| BOKF, NA | 0.2% | 0.23% | #63 | $14.8M | 139,273 | $14.9M | 139,273 | 00.00% | Unchanged | |
| Badgley Phelps Wealth Managers, LLC | 0.25% | 0.26% | #59 | $14.5M | 137,101 | $13.2M | 123,321 | +13,780+11.17% | Add | |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 0.17% | 0.26% | #73 | $13.9M | 130,597 | $17.2M | 161,321 | -30,724-19.05% | Reduce | |
| GREENLEAF TRUST | 0.12% | 0.13% | #85 | $12.7M | 119,739 | $13.5M | 126,503 | -6,764-5.35% | Reduce | |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 0.15% | 0.17% | #76 | $12.3M | 116,370 | $12.2M | 114,453 | +1,917+1.67% | Add |