iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
US ˙ NasdaqGM ˙ US4642886463

SecurityIGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF
InstitutionAllworth Financial LP
Latest Disclosed Ownership4,182 shares
Latest Disclosed Value $ 219,792
Allworth Financial LP reports 26.38% increase in ownership of IGSB / iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF

On May 14, 2026 - Allworth Financial LP filed a 13F-HR form disclosing ownership of 4,182 shares of iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF (US:IGSB) valued at $219,806 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 3,309 shares of iShares Trust - iShares 1-5 Year Investment Grade Corporate Bond ETF. This represents a change in shares of 26.38% during the quarter. The current value of the position is $218,698 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 1-5YR INVS 464288646 4,182 873 26.38 220 25.86 0.0009
2026-02-05 2025-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 3,309 -659 -16.61 175 -17.14 0.0007
2025-12-02 2025-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 3,968 308 8.42 210 8.81 0.0009
2025-08-07 2025-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 3,660 694 23.40 193 24.52 0.0009
2025-04-30 2025-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 2,966 -1,287 -30.26 155 -29.55 0.0009
2025-01-30 2024-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 4,253 2,811 194.94 220 193.33 0.0012
2024-10-23 2024-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 1,442 -283 -16.41 76 -14.77 0.0005
2024-07-24 2024-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 1,725 -388 -18.36 89 -18.52 0.0006
2024-04-25 2024-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 2,113 630 42.48 108 42.11 0.0008
2024-01-24 2023-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 1,483 -7,501 -83.49 76 -83.00 0.0006
2023-10-31 2023-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 8,984 -3,277 -26.73 448 -27.32 0.0038
2023-07-18 2023-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 12,261 -23,694 -65.90 615 -66.15 0.0052
2023-04-18 2023-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 35,955 -15,896 -30.66 1,817 -29.66 0.0182
2023-01-13 2022-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 51,851 -20,376 -28.21 2,583 -27.42 0.0286
2022-11-14 2022-09-30 13F/A-1 ISHARES TR ISHS 1-5YR INVS 464288646 72,227 -20,758 -22.32 3,559 -24.28 0.0450
2022-10-18 2022-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 72,227 -20,758 3,559 0.0450
2022-07-13 2022-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 92,985 -40,299 -30.24 4,700 -31.81 0.0643
2022-04-22 2022-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 133,284 124,622 1,438.72 6,893 1,376.02 0.0879
2022-01-21 2021-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 8,662 -10,915 -55.75 467 -56.36 0.0066
2021-11-02 2021-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 19,577 19,217 5,338.06 1,070 5,250.00 0.0179
2021-08-02 2021-06-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 360 0 0.00 20 0.00 0.0004
2021-04-29 2021-03-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 360 271 304.49 20 300.00 0.0004
2021-01-26 2020-12-31 13F ISHARES TR ISHS 1-5YR INVS 464288646 89 45 102.27 5 150.00 0.0001
2020-11-03 2020-09-30 13F ISHARES TR ISHS 1-5YR INVS 464288646 44 0 0.00 2 0.00 0.0001
2020-07-24 2020-06-30 13F ISHARES TR SH TR CRPORT ETF 464288646 44 -2 -4.35 2 0.00 0.0001
2020-04-17 2020-03-31 13F ISHARES TR SH TR CRPORT ETF 464288646 46 3 6.98 2 0.00 0.0001
2020-01-16 2019-12-31 13F ISHARES TR SH TR CRPORT ETF 464288646 43 0 0.00 2 0.00 0.0001
2019-10-09 2019-09-30 13F ISHARES TR SH TR CRPORT ETF 464288646 43 0 0.00 2 0.00 0.0001
2019-07-25 2019-06-30 13F ISHARES TR SH TR CRPORT ETF 464288646 43 1 2.38 2 0.00 0.0001
2019-05-07 2019-03-31 13F ISHARES TR SH TR CRPORT ETF 464288646 42 0 0.00 2 0.00 0.0001
2019-02-11 2018-12-31 13F ISHARES TR SH TR CRPORT ETF 464288646 42 0 0.00 2 0.00 0.0001
2018-10-29 2018-09-30 13F ISHARES TR SH TR CRPORT ETF 464288646 42 21 100.00 2 0.00 0.0001
2018-08-08 2018-06-30 13F ISHARES TR 1 3 YR CR BD ETF 464288646 21 0 0.00 2 0.00 0.0001
2018-05-01 2018-03-31 13F ISHARES TR 1 3 YR CR BD ETF 464288646 21 0 0.00 2 0.00 0.0002
2018-02-21 2017-12-31 13F ISHARES TR 1 3 YR CR BD ETF 464288646 21 0 0.00 2 0.00 0.0002
2017-10-12 2017-09-30 13F ISHARES TR 1 3 YR CR BD ETF 464288646 21 0 0.00 2 0.00 0.0002
2017-08-07 2017-06-30 13F ISHARES TR 1-3 YR CR BD ETF 464288646 21 0 0.00 2 0.00 0.0002
2017-05-09 2017-03-31 13F ISHARES TR 1-3 YR CR BD ETF 464288646 21 0 0.00 2 0.00 0.0002
2017-02-02 2016-12-31 13F ISHARES TR 1-3 YR CR BD ETF 464288646 21 -112 -84.21 2 -85.71 0.0002
2017-02-07 2016-09-30 13F ISHARES TR 1-3 YR CR BD ETF 464288646 133 112 533.33 14 600.00 0.0015
2016-08-22 2016-06-30 13F ISHARES TR 1-3 YR CR BD ETF 464288646 21 0 0.00 2 0.00 0.0002
2016-05-16 2016-03-31 13F ISHARES TR 1-3 YR CR BD ETF 464288646 21 21 2 0.0003
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.