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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
88,567
shares
|
$4.71 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
87,988
shares
|
$4.67 Million
0.34% of portfolio
|
Q2 2025
Added 16.65%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
87,676
shares
|
$4.66 Million
0.01% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
87,446
shares
|
$4.65 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
86,270
shares
|
$4.58 Million
1.61% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
85,299
shares
|
$4.53 Million
0.51% of portfolio
|
Q2 2022
Reduced 12.82%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
84,349
shares
|
$4.48 Million
0.86% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
84,263
shares
|
$4.48 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
82,861
shares
|
$4.4 Million
1.23% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 09, 2025 Q3 2025 |
82,620
shares
|
$4.39 Million
0.16% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
82,530
shares
|
$4.38 Million
2.09% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
82,331
shares
|
$4.37 Million
2.96% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
82,226
shares
|
$4.37 Million
1.06% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
82,107
shares
|
$4.36 Million
1.52% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
81,131
shares
|
$4.31 Million
3.77% of portfolio
|
Q2 2025
Added 16.27%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
80,537
shares
|
$4.28 Million
0.52% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Boltwood Capital Management
|
Oct 06, 2025 Q3 2025 |
80,389
shares
|
$4.27 Million
1.14% of portfolio
|
Q3 2025
Added 2.92%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
79,201
shares
|
$4.21 Million
1.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
79,152
shares
|
$4.21 Million
1.14% of portfolio
|
Q2 2025
Added 54.31%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
78,819
shares
|
$4.19 Million
0.16% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 08, 2025 Q3 2025 |
76,738
shares
|
$4.08 Million
1.58% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
76,676
shares
|
$4.07 Million
0.06% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
75,609
shares
|
$4.02 Million
0.46% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
74,779
shares
|
$3.97 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
74,500
shares
|
$3.96 Million
3.32% of portfolio
|
Q2 2025
Added 73.86%
|