Institutional Ownership Ishares Trust Ishares 1 5 Year (IGSB)
This table provides information about the institutional ownership of Ishares Trust Ishares 1 5 Year (IGSB). We have compiled data on the 1,092 institutions that hold shares in the stock, with a total of 325 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Davis R M Inc
Portland, ME |
Aug 07, 2025 Q2 2025 |
130,940
shares
|
$6.96 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.84%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Oct 20, 2025 Q3 2025 |
130,837
shares
|
$6.95 Million
6.21% of portfolio
|
Q3 2025
Added 3.04%
|
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 22, 2025 Q3 2025 |
130,338
shares
|
$6.92 Million
2.23% of portfolio
|
Q3 2025
New holding
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Aug 04, 2025 Q2 2025 |
129,940
shares
|
$6.9 Million
0.87% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
129,677
shares
|
$6.89 Million
0.42% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
127,660
shares
|
$6.78 Million
0.04% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
126,763
shares
|
$6.73 Million
1.43% of portfolio
|
Q3 2022
Added 5.93%
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
126,240
shares
|
$6.71 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
125,386
shares
|
$6.66 Million
0.05% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
124,450
shares
|
$6.61 Million
5.68% of portfolio
|
Q4 2023
Reduced 4.35%
|
|
|
Total Wealth Planning, LLC
|
Oct 17, 2025 Q3 2025 |
124,194
shares
|
$6.6 Million
0.81% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 14, 2025 Q3 2025 |
124,187
shares
|
$6.6 Million
4.92% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
121,995
shares
|
$6.48 Million
2.57% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
121,684
shares
|
$6.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
121,562
shares
|
$6.46 Million
0.03% of portfolio
|
Q3 2022
Added 2.85%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
121,286
shares
|
$6.44 Million
3.91% of portfolio
|
Q2 2022
Added 302.26%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
120,237
shares
|
$6.39 Million
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
119,347
shares
|
$6.34 Million
0.98% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
119,319
shares
|
$6.34 Million
2.25% of portfolio
|
Q2 2025
Added 1391.49%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
118,592
shares
|
$6.3 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
116,510
shares
|
$6.19 Million
1.07% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
116,092
shares
|
$6.17 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
116,009
shares
|
$6.16 Million
2.57% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Cwa Asset Management Group, LLC
|
Oct 22, 2025 Q3 2025 |
115,519
shares
|
$6.14 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
111,480
shares
|
$5.92 Million
2.77% of portfolio
|
Q3 2025
Added 3.1%
|