iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
US ˙ NasdaqGM ˙ US4642886380

SecurityIGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF
InstitutionAdvisory Research Inc
Latest Disclosed Ownership57,761 shares
Latest Disclosed Value $ 3,074,040
Advisory Research Inc ownership in IGIB / iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF

On May 14, 2026 - Advisory Research Inc filed a 13F-HR form disclosing ownership of 57,761 shares of iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF (US:IGIB) valued at $3,074,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 57,761 shares of iShares Trust - iShares 5-10 Year Investment Grade Corporate Bond ETF. This represents a change in shares of 0.00% during the quarter. The current value of the position is $3,060,755 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F ISHARES TR ISHS 5-10YR INVT 464288638 57,761 0 0.00 3,074 -1.22 0.3209
2026-02-13 2025-12-31 13F ISHARES TR ISHS 5-10YR INVT 464288638 57,761 0 0.00 3,112 -0.38 0.3911
2025-11-13 2025-09-30 13F ISHARES TR ISHS 5-10YR INVT 464288638 57,761 0 0.00 3,124 1.49 0.4103
2025-08-13 2025-06-30 13F ISHARES TR ISHS 5-10YR INVT 464288638 57,761 0 0.00 3,078 1.48 0.4729
2025-05-14 2025-03-31 13F ISHARES TR ISHS 5-10YR INVT 464288638 57,761 0 0.00 3,034 1.95 0.5347
2025-02-13 2024-12-31 13F ISHARES TR ISHS 5-10YR INVT 464288638 57,761 0 0.00 2,975 -4.09 0.4945
2024-11-14 2024-09-30 13F ISHARES TR ISHS 5-10YR INVT 464288638 57,761 24,195 72.08 3,103 80.35 0.5513
2024-08-13 2024-06-30 13F ISHARES TR ISHS 5-10YR INVT 464288638 33,566 0 0.00 1,721 -0.69 0.3237
2024-05-14 2024-03-31 13F ISHARES TR ISHS 5-10YR INVT 464288638 33,566 0 0.00 1,732 -0.74 0.3444
2024-02-13 2023-12-31 13F IShares Intermediate-Term Corporate Bond ETF ETF 464288638 33,566 0 0.00 1,745 6.92 0.2692
2023-11-13 2023-09-30 13F IShares Intermediate-Term Corporate Bond ETF ETF 464288638 33,566 0 0.00 1,633 -3.83 0.2267
2023-08-14 2023-06-30 13F IShares Intermediate-Term Corporate Bond ETF ETF 464288638 33,566 0 0.00 1,697 -1.39 0.2177
2023-05-12 2023-03-31 13F IShares Intermediate-Term Corporate Bond ETF ETF 464288638 33,566 -3,935 -10.49 1,721 -7.27 0.2829
2023-02-13 2022-12-31 13F IShares Intermediate-Term Corporate Bond ETF ETF 464288638 37,501 0 0.00 1,857 2.48 0.1746
2022-11-15 2022-09-30 13F IShares Intermediate-Term Corporate Bond ETF ETF 464288638 37,501 -9,679 -20.52 1,811 -24.82 0.1770
2022-08-17 2022-06-30 13F/A-1 IShares Intermediate-Term Corporate Bond ETF ETF 464288638 47,180 3,310 7.55 2,409 0.08 0.2352
2022-08-15 2022-06-30 13F IShares Intermediate-Term ETF 464288638 43,870 0 2,407 0.1484
2022-05-16 2022-03-31 13F IShares Intermediate-Term ETF 464288638 43,870 15,930 57.02 2,407 45.35 0.1928
2022-02-11 2021-12-31 13F IShares Intermediate-Term ETF 464288638 27,940 12,670 82.97 1,656 80.59 0.1303
2021-11-12 2021-09-30 13F IShares Intermediate-Term ETF 464288638 15,270 0 0.00 917 -0.76 0.0589
2021-08-16 2021-06-30 13F IShares Intermediate-Term ETF 464288638 15,270 0 0.00 924 2.21 0.0608
2021-05-12 2021-03-31 13F IShares Intermediate-Term ETF 464288638 15,270 -6,870 -31.03 904 -33.92 0.0637
2021-02-12 2020-12-31 13F IShares Intermediate-Term ETF 464288638 22,140 11,070 100.00 1,368 103.27 0.1003
2020-11-12 2020-09-30 13F IShares Intermediate-Term ETF 464288638 11,070 0 0.00 673 0.75 0.0656
2020-08-13 2020-06-30 13F IShares Intermediate-Term ETF 464288638 11,070 11,070 668 0.0594
2020-05-12 2020-03-31 13F IShares Intermediate-Term ETF 464288638 0 -3,580 -100.00 0 -100.00
2020-02-11 2019-12-31 13F IShares Intermediate-Term ETF 464288638 3,580 -2,160 -37.63 208 -37.35 0.0096
2019-11-12 2019-09-30 13F IShares Intermediate-Term ETF 464288638 5,740 0 0.00 332 1.53 0.0160
2019-08-14 2019-06-30 13F IShares Intermediate-Term INTRM TR CRP ETF 464288638 5,740 0 0.00 327 3.15 0.0064
2019-05-15 2019-03-31 13F IShares Intermediate-Term ISHARES 464288638 5,740 0 0.00 317 5.32 0.0061
2019-02-13 2018-12-31 13F IShares Intermediate-Term ISHARES 464288638 5,740 0 0.00 301 -1.31 0.0064
2018-11-13 2018-09-30 13F IShares Intermediate-Term INTRMD CR BD ETF 464288638 5,740 2,870 100.00 305 0.00 0.0050
2018-08-14 2018-06-30 13F iShares Intermediate Credit Bo INTRMD CR BD ETF 464288638 2,870 0 0.00 305 -0.97 0.0049
2018-05-15 2018-03-31 13F iShares Intermediate Credit Bo INTRMD CR BD ETF 464288638 2,870 -4,160 -59.17 308 -59.90 0.0055
2018-02-08 2017-12-31 13F iShares Intermediate Credit Bo INTRMD CR BD ETF 464288638 7,030 -1,646 -18.97 768 -19.67 0.0127
2017-11-14 2017-09-30 13F iShares Intermediate Credit Bo INTERM CR BD ETF 464288638 8,676 -6,212 -41.72 956 -41.49 0.0152
2017-08-22 2017-06-30 13F/A-1 iShares Intermediate Credit Bo INTERM CR BD ETF 464288638 14,888 1,658 12.53 1,634 13.31 0.0258
2017-08-14 2017-06-30 13F ISHARES TR INTERM CR BD ETF 464288638 13,230 0 1,442
2017-05-15 2017-03-31 13F ISHARES TR INTERM CR BD ETF 464288638 13,230 3,660 38.24 1,442 39.32 0.0213
2017-02-13 2016-12-31 13F ISHARES INTERMEDIATE CREDIT BO COM 464288638 9,570 -3,430 -26.38 1,035 -28.52 0.0154
2016-11-14 2016-09-30 13F/A-1 ISHARES INTERMEDIATE CREDIT BO COM 464288638 13,000 -12,360 -48.74 1,448 -48.69 0.0236
2016-11-14 2016-09-30 13F ISHARES INTERMEDIATE CREDIT BO COM 464288638 13,000 1,448
2016-08-15 2016-06-30 13F iShares Intermediate Credit Bo COM 464288638 25,360 1,210 5.01 2,822 6.53 0.0486
2016-05-16 2016-03-31 13F Ishares Tr INTERM CR BD ETF 464288638 24,150 24,150 2,649 0.0501
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.