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 1,096 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
38,354
shares
|
$2.04 Million
0.08% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
38,207
shares
|
$2.03 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
38,097
shares
|
$2.02 Million
1.46% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
37,914
shares
|
$2.01 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
37,735
shares
|
$2 Million
0.55% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
37,540
shares
|
$1.99 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Oct 28, 2025 Q3 2025 |
37,232
shares
|
$1.98 Million
0.03% of portfolio
|
Q3 2025
Reduced 13.35%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
37,187
shares
|
$1.98 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
37,071
shares
|
$1.97 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
37,069
shares
|
$1.97 Million
0.03% of portfolio
|
Q3 2025
Added 34.91%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
36,592
shares
|
$1.94 Million
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
36,116
shares
|
$1.92 Million
0.17% of portfolio
|
Q2 2025
Added 27.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
36,007
shares
|
$1.91 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 17, 2025 Q3 2025 |
35,958
shares
|
$1.91 Million
0.37% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Enclave Advisors LLC
Austin, TX |
Oct 14, 2025 Q3 2025 |
35,934
shares
|
$1.91 Million
0.29% of portfolio
|
Q3 2025
Added 57.36%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
35,795
shares
|
$1.9 Million
0.66% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
35,503
shares
|
$1.89 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
35,479
shares
|
$1.88 Million
1.33% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
35,432
shares
|
$1.88 Million
0.04% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
34,957
shares
|
$1.86 Million
0.04% of portfolio
|
Q3 2025
Reduced 35.19%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
34,588
shares
|
$1.84 Million
0.02% of portfolio
|
Q2 2025
Added 19.83%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
34,273
shares
|
$1.82 Million
1.13% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
33,981
shares
|
$1.81 Million
16.22% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
33,827
shares
|
$1.8 Million
0.07% of portfolio
|
Q3 2023
Added 264.55%
|