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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
51,686
shares
|
$2.75 Million
0.0% of portfolio
|
Q2 2025
Added 6.09%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
51,648
shares
|
$2.74 Million
0.13% of portfolio
|
Q2 2025
Reduced 7.7%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
51,381
shares
|
$2.73 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
51,160
shares
|
$2.72 Million
0.07% of portfolio
|
Q2 2025
Reduced 26.04%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
51,075
shares
|
$2.71 Million
0.65% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
51,006
shares
|
$2.71 Million
1.39% of portfolio
|
Q1 2024
New holding
|
|
|
Nyl Investors LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
50,301
shares
|
$2.67 Million
0.77% of portfolio
|
Q2 2025
Reduced 98.98%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
49,389
shares
|
$2.62 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
48,937
shares
|
$2.6 Million
0.72% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
48,334
shares
|
$2.57 Million
1.81% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
48,255
shares
|
$2.56 Million
0.1% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
48,223
shares
|
$2.56 Million
0.04% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
48,222
shares
|
$2.56 Million
1.2% of portfolio
|
Q3 2025
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
47,814
shares
|
$2.54 Million
0.61% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
47,666
shares
|
$2.53 Million
0.71% of portfolio
|
Q2 2025
Reduced 39.99%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
47,280
shares
|
$2.51 Million
1.38% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
47,176
shares
|
$2.51 Million
0.08% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
47,071
shares
|
$2.5 Million
0.44% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Oct 22, 2025 Q3 2025 |
46,996
shares
|
$2.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 40.34%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
46,920
shares
|
$2.49 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
46,904
shares
|
$2.49 Million
0.09% of portfolio
|
Q3 2025
Added 119.12%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
45,762
shares
|
$2.43 Million
0.16% of portfolio
|
Q2 2022
Added 10.29%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
45,724
shares
|
$2.43 Million
0.29% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
45,686
shares
|
$2.43 Million
2.42% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
45,627
shares
|
$2.42 Million
0.18% of portfolio
|
Q2 2025
Added 0.24%
|