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 |
|---|---|---|---|---|---|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,459
shares
|
$2.42 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.21%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
45,071
shares
|
$2.39 Million
0.07% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
44,295
shares
|
$2.35 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
44,241
shares
|
$2.35 Million
0.81% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
44,013
shares
|
$2.34 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
43,993
shares
|
$2.34 Million
0.06% of portfolio
|
Q2 2025
Reduced 13.25%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
43,900
shares
|
$2.33 Million
0.03% of portfolio
|
Q2 2025
Added 0.0%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Oct 10, 2025 Q3 2025 |
42,801
shares
|
$2.27 Million
1.34% of portfolio
|
Q3 2025
Added 0.11%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Aug 05, 2025 Q2 2025 |
42,788
shares
|
$2.27 Million
8.57% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
New World Advisors LLC
Hingham, MA |
Aug 12, 2025 Q2 2025 |
41,878
shares
|
$2.22 Million
0.47% of portfolio
|
Q2 2025
Reduced 11.17%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
41,865
shares
|
$2.22 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.94%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
41,630
shares
|
$2.21 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2025 Q2 2025 |
41,450
shares
|
$2.2 Million
1.22% of portfolio
|
Q2 2025
Added 5.88%
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
41,278
shares
|
$2.19 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
40,674
shares
|
$2.16 Million
0.32% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Aug 07, 2025 Q2 2025 |
40,320
shares
|
$2.14 Million
0.54% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
40,229
shares
|
$2.14 Million
0.12% of portfolio
|
Q2 2025
Reduced 10.26%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Aug 13, 2025 Q2 2025 |
40,147
shares
|
$2.13 Million
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
39,767
shares
|
$2.11 Million
3.21% of portfolio
|
Q1 2023
Reduced 61.39%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
39,611
shares
|
$2.1 Million
0.09% of portfolio
|
Q2 2025
Added 34.32%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
38,985
shares
|
$2.07 Million
0.09% of portfolio
|
Q2 2025
Added 56.76%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
38,944
shares
|
$2.07 Million
0.02% of portfolio
|
Q2 2025
Added 40.18%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
38,777
shares
|
$2.06 Million
0.03% of portfolio
|
Q2 2025
Added 20.0%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
38,466
shares
|
$2.04 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
38,393
shares
|
$2.04 Million
0.04% of portfolio
|
Q3 2025
Added 1.56%
|