ISHARES TR ISHS 5-10YR INVT is a security (CUSIP 464288638) tracked across SEC portfolio filings. 747 institutional managers reported $13.4B on Form 13F as of 2026-06-30; 5 registered fund positions totaling $4.5M via N-PORT as of 2026-03-31.
Showing 15 of 747 managers by value.
| Manager | Location | Value | Shares |
|---|---|---|---|
| Financial Engines Advisors L.L.C. | SANTA CLARA, CA | $3.4B | 63,675,202 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | SAN FRANCISCO, CA | $742.0M | 13,942,612 |
| NORTHERN TRUST CORP | CHICAGO, IL | $655.7M | 12,321,025 |
| ENVESTNET ASSET MANAGEMENT INC | Berwyn, PA | $471.9M | 8,875,957 |
| ASSETMARK, INC | CONCORD, CA | $419.3M | 7,886,379 |
| BANK OF AMERICA CORP /DE/ | CHARLOTTE, NC | $332.2M | 6,242,128 |
| MORGAN STANLEY | NEW YORK, NY | $325.3M | 6,112,857 |
| One Capital Management, LLC | WESTLAKE VILLAGE, CA | $311.1M | 5,845,766 |
| WELLS FARGO & COMPANY/MN | SAN FRANCISCO, CA | $267.6M | 5,028,190 |
| ALLSTATE CORP | NORTHBROOK, IL | $230.3M | 4,326,783 |
| UBS Group AG | Zurich, V8 | $217.6M | 4,089,061 |
| Matson Money. Inc. | MASON, OH | $203.4M | 3,824,777 |
| LPL Financial LLC | FORT MILL, SC | $193.6M | 3,637,273 |
| RAYMOND JAMES FINANCIAL INC | ST. PETERSBURG, FL | $175.4M | 3,296,746 |
| FMR LLC | BOSTON, MA | $173.1M | 3,251,621 |
| Fund | Registrant | Value | % of fund |
|---|---|---|---|
| The E-Valuator Moderate (50%-70%) RMS Fund | E-Valuator Funds Trust | $1.7M | 120.33% |
| Global Atlantic Moderate Managed Risk Portfolio | Forethought Variable Insurance Trust | $1.4M | 185.12% |
| BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | BNY Mellon Alcentra Global Credit Income 2024 Target Term Fund, Inc. | $534K | 38.63% |
| BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | BNY Mellon Alcentra Global Multi-Strategy Credit Fund, Inc. | $481K | 33.87% |
| Leuthold Global Fund | Leuthold Funds Inc | $379K | 207.10% |