# ISHARES TR ISHS 5-10YR INVT

ISHARES TR ISHS 5-10YR INVT is a security (CUSIP 464288638) tracked across SEC portfolio filings. 753 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.

## Summary

- Issuer: ISHARES TR
- Class: ISHS 5-10YR INVT
- CUSIP: 464288638
- Asset category: OTHER
- 13F holders: 753
- 13F value: $13.4B
- 13F period: 2026-06-30
- N-PORT fund positions: 5
- N-PORT value: $4.5M
- N-PORT report: 2026-03-31

## Top institutional holders (Form 13F)

_Showing 15 of 753 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](https://search.stillhousedata.com/firm/106753) | 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](https://search.stillhousedata.com/firm/109018) | 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](https://search.stillhousedata.com/firm/114861) | 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.](https://search.stillhousedata.com/firm/110425) | MASON, OH | $203.4M | 3,824,777 |
| [LPL Financial LLC](https://search.stillhousedata.com/firm/6413) | 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 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [The E-Valuator Moderate (50%-70%) RMS Fund](https://search.stillhousedata.com/fund/S000070063) | E-Valuator Funds Trust | $1.7M | 120.33% |
| [Global Atlantic Moderate Managed Risk Portfolio](https://search.stillhousedata.com/fund/S000045293) | 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](https://search.stillhousedata.com/fund/S000020808) | Leuthold Funds Inc | $379K | 207.10% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/464288638.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.