iShares Trust

IGSB • NASDAQ

iShares Trust is an exchange-traded fund on NASDAQ. As of Q3 2025, 929 institutional investors hold shares in this ETF, with total holdings valued at $15.3B. NORTHERN TRUST CORP is the largest holder with a position valued at $1.3B.

Overview

Overview of institutional ownership in IGSB as of Q3 2025

All Institutions

Institutions: 929
Value Held: $15.3B
Shares Held: 288.1M
Avg Position: $16.5M
Median Position: $1.2M

Hedge Funds

Hedge Funds: 16
Value Held: $259.1M
Shares Held: 4.9M
Avg Position: $16.2M
Median Position: $1.7M

Biggest Investors

Institutions with the largest positions in IGSB as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
NORTHERN TRUST CORP Institution	Michael G. O'Grady CEO	$1.3B 0.16% of portfolio	23.9M shares	≤ Q2 2013 Held for 12y 6m+	$782.03B
Matson Money. Inc. RIA/Wealth	Mark Edward Matson CEO	$721.9M 23.77% of portfolio	13.6M shares	Q1 2016 Held for 9y 9m	$3.0B
AMERIPRISE FINANCIAL INC Institution	Jim Cracchiolo CEO	$702.7M 0.16% of portfolio	13.2M shares	≤ Q2 2013 Held for 12y 6m+	$433.11B
BlackRock, Inc. Institution	Laurence D. Fink CEO	$619.2M 0.01% of portfolio	11.7M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$576.6M 0.09% of portfolio	10.9M shares	Q1 2020 Held for 5y 9m	$620.51B
GOLDMAN SACHS GROUP INC Institution	David M. Solomon CEO	$439.5M 0.06% of portfolio	8.3M shares	≤ Q2 2013 Held for 12y 6m+	$691.37B
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$432.6M 0.03% of portfolio	8.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T
FMR LLC Institution	-	$427.1M 0.02% of portfolio	8.1M shares	Q2 2014 Held for 11y 6m	$1.92T
BANK OF AMERICA CORP /DE/ Institution	Brian T. Moynihan CEO	$389.3M 0.03% of portfolio	7.3M shares	≤ Q2 2013 Held for 12y 6m+	$1.33T
ALLSTATE CORP Institution	Don Civgin CEO	$364.0M 8.31% of portfolio	6.9M shares	Q4 2017 Held for 8 years	$4.4B

Net Capital Flow

Institutional buying and selling activity for IGSB in Q3 2025

Traded: −$4.4B
Buyers: 472
Sellers: 353
Total Bought: +$1.0B
Total Sold: −$5.4B
Avg Position: $15.4M

Biggest Buyers

Institution	Net Bought	Current Position
ALLSTATE CORP Institution	+$105.9M +2.0M shares	$364.0M 6.9M shares
NORTHERN TRUST CORP Institution	+$44.8M +844.8K shares	$1.3B 23.9M shares
MORGAN STANLEY RIA/Wealth	+$41.1M +775.8K shares	$432.6M 8.2M shares
ENVESTNET ASSET MANAGEMENT INC Long Only Manager	+$35.6M +671.7K shares	$341.2M 6.4M shares
GOLDMAN SACHS GROUP INC Institution	+$31.9M +601.0K shares	$439.5M 8.3M shares
JPMORGAN CHASE & CO Institution	+$31.1M +586.5K shares	$183.8M 3.5M shares
S STIFEL FINANCIAL CORP Long Only Manager	+$25.9M +488.6K shares	$181.6M 3.4M shares
B BENJAMIN EDWARDS INC Institution	+$24.5M +461.5K shares	$26.5M 499.3K shares
PALISADE CAPITAL MANAGEMENT LLC/NJ Long Only Manager	+$23.7M +446.0K shares	$23.7M 446.0K shares
Mutual Advisors, LLC RIA/Wealth	+$23.0M +433.6K shares	$30.5M 573.8K shares

Biggest Sellers

Institution	Net Sold	Current Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	−$3.7B −70.4M shares	Sold Off 0 shares
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	−$544.6M −10.3M shares	$576.6M 10.9M shares
J Japan Science & Technology Agency Institution	−$515.5M −9.8M shares	Sold Off 0 shares
BlackRock, Inc. Institution	−$160.7M −3.0M shares	$619.2M 11.7M shares
SONA ASSET MANAGEMENT LLC Hedge Fund•Multi-Strategy	−$74.2M −1.4M shares	$60.2M 1.1M shares
BANK OF AMERICA CORP /DE/ Institution	−$68.5M −1.3M shares	$389.3M 7.3M shares
SRS Capital Advisors, Inc. RIA/Wealth	−$44.1M −821.6K shares	Sold Off 0 shares
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	−$25.9M −490.0K shares	$33.4M 630.5K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	−$24.6M −463.9K shares	$34.8M 656.2K shares
Gradient Investments LLC RIA/Wealth	−$20.8M −392.4K shares	$12.6M 238.4K shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited IGSB in Q3 2025

New Positions: 33
New Value: $59.3M
Exited Positions: 65
Exited Value: $4.4B

New Positions

Institution	Position Value
PALISADE CAPITAL MANAGEMENT LLC/NJ Long Only Manager	$23.7M 446.0K shares
Wealth Forward, LLC RIA/Wealth	$10.7M 201.7K shares
S Sandy Cove Advisors, LLC RIA/Wealth	$6.9M 130.3K shares
SEVEN MILE ADVISORY RIA/Wealth	$5.4M 101.5K shares
S STEINBERGANNA WEALTH MANAGEMENT RIA/Wealth	$2.6M 48.2K shares
United Financial Planning Group LLC RIA/Wealth	$2.0M 38.4K shares
P Permanens Capital L.P. Institution	$1.9M 35.1K shares
K KDT Advisors, LLC Institution	$833.9K 15.7K shares
C Charles Schwab Trust Co Institution	$525.7K 9.9K shares
Patton Albertson & Miller, LLC RIA/Wealth	$430.9K 8.1K shares

Exited Positions

Institution	Previous Position
Kingstone Capital Partners Texas, LLC RIA/Wealth	$3.7B 70.4M shares
J Japan Science & Technology Agency Institution	$515.5M 9.8M shares
SRS Capital Advisors, Inc. RIA/Wealth	$44.1M 821.6K shares
S STATE FARM MUTUAL AUTOMOBILE INSURANCE CO Institution	$15.6M 295.5K shares
A American Family Investments, Inc. Institution	$9.8M 185.0K shares
H HSBC HOLDINGS PLC Institution	$8.0M 151.3K shares
DDFG, Inc RIA/Wealth	$7.1M 134.2K shares
Marshall Wace LLP Institution	$6.3M 118.6K shares
JT Stratford LLC RIA/Wealth	$5.4M 102.2K shares
L Laurel Wealth Advisors LLC RIA/Wealth	$4.9M 93.0K shares

Options Activity

Institutions with the largest Call and Put options positions in IGSB as of Q3 2025

Call Positions: 1
Call Value: $540.9K
Put Positions: 0
Put Value: -

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$540.9K 102.0 contracts

Put Positions

Institution	Position Value
No put positions found

Most Committed Institutions

Institutions with IGSB as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
M MEMBERS CAPITAL ADVISORS INC Institution	-	29.26% $25.5M	480.0K shares	Q2 2025 Held for 6 months	$87.0M
Matson Money. Inc. RIA/Wealth	Mark Edward Matson CEO	23.77% $721.9M	13.6M shares	Q1 2016 Held for 9y 9m	$3.0B
MARYLAND CAPITAL ADVISORS INC. RIA/Wealth	Michael John Damas Owner	20.92% $58.4M	1.1M shares	Q4 2021 Held for 4 years	$279.4M
JBGlobal.com LLC RIA/Wealth	James G. Berman Managing Partner	20.01% $19.6M	370.5K shares	Q4 2024 Held for 1 year	$98.2M
Schaeffer Financial LLC RIA/Wealth	Karen Patricia Schaeffer Managing Partner	19.65% $21.7M	408.7K shares	Q4 2023 Held for 2 years	$110.3M
D DAI ICHI LIFE INSURANCE CO., LTD. Institution	-	12.84% $13.3M	250.9K shares	Q1 2024 Held for 1y 9m	$103.6M
Parkside Investments, LLC RIA/Wealth	Alan (Nmn) Cole President	10.37% $83.0M	1.6M shares	Q1 2017 Held for 8y 9m	$800.5M
ARCH CAPITAL GROUP LTD. Institution	Marc Grandisson CEO	8.47% $24.9M	469.4K shares	Q4 2020 Held for 5 years	$293.8M
ALLSTATE CORP Institution	Don Civgin CEO	8.31% $364.0M	6.9M shares	Q4 2017 Held for 8 years	$4.4B
Klaas Financial Asset Advisors, LLC RIA/Wealth	Craig Jared Klaas CEO	7.84% $52.2M	984.7K shares	Q4 2022 Held for 3 years	$666.5M