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 1,095 institutions that hold shares in the stock, with a total of 315 Million shares, which have been reported (via 13F filing form) to have a value of $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Oct 09, 2025 Q3 2025 |
61,268
shares
|
$3.26 Million
1.47% of portfolio
|
Q3 2025
Added 2.87%
|
|
|
Rhs Financial, LLC
|
Oct 22, 2025 Q3 2025 |
60,373
shares
|
$3.21 Million
1.73% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
59,892
shares
|
$3.18 Million
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Washington Capital Management Inc
|
Oct 28, 2025 Q3 2025 |
59,418
shares
|
$3.16 Million
2.34% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
59,239
shares
|
$3.15 Million
0.61% of portfolio
|
Q1 2025
Reduced 8.62%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
58,639
shares
|
$3.12 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
58,628
shares
|
$3.11 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Oct 17, 2025 Q3 2025 |
58,318
shares
|
$3.1 Million
0.73% of portfolio
|
Q3 2025
Added 268.1%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
57,890
shares
|
$3.08 Million
0.26% of portfolio
|
Q2 2025
Reduced 83.11%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
57,706
shares
|
$3.07 Million
0.76% of portfolio
|
Q3 2025
Added 32.49%
|
|
|
Parsons Capital Management Inc
|
Oct 29, 2025 Q3 2025 |
56,698
shares
|
$3.01 Million
0.18% of portfolio
|
Q3 2025
Added 137.11%
|
|
|
Bg Investment Services, Inc.
|
Jul 30, 2025 Q2 2025 |
56,547
shares
|
$3 Million
3.95% of portfolio
|
Q2 2025
Reduced 9.34%
|
|
|
Northstar Advisory Group, LLC
|
Jul 08, 2025 Q2 2025 |
56,208
shares
|
$2.99 Million
1.49% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Hollencrest Capital Management
|
Aug 18, 2025 Q2 2025 |
55,959
shares
|
$2.97 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
55,659
shares
|
$2.96 Million
0.52% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
New South Capital Management Inc
Memphis, TN |
Aug 13, 2025 Q2 2025 |
55,525
shares
|
$2.95 Million
0.16% of portfolio
|
Q2 2025
Reduced 15.38%
|
|
|
One Day In July LLC
|
Oct 27, 2025 Q3 2025 |
55,516
shares
|
$2.95 Million
0.25% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
55,476
shares
|
$2.95 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
55,152
shares
|
$2.93 Million
0.28% of portfolio
|
Q2 2023
Added 8.86%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
54,592
shares
|
$2.9 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.71%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 14, 2025 Q2 2025 |
53,797
shares
|
$2.86 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.03%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Aug 13, 2025 Q2 2025 |
53,626
shares
|
$2.85 Million
1.09% of portfolio
|
Q2 2025
Reduced 1.83%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
53,518
shares
|
$2.84 Million
1.63% of portfolio
|
Q3 2025
Added 23.71%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
53,230
shares
|
$2.83 Million
0.21% of portfolio
|
Q3 2025
Reduced 46.4%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
51,717
shares
|
$2.75 Million
0.3% of portfolio
|
Q2 2023
Reduced 1.61%
|