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 |
|---|---|---|---|---|---|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
33,631
shares
|
$1.79 Million
1.67% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
33,614
shares
|
$1.79 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.09%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
33,527
shares
|
$1.78 Million
0.21% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
33,407
shares
|
$1.77 Million
0.68% of portfolio
|
Q3 2025
Added 15.18%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
33,249
shares
|
$1.77 Million
0.61% of portfolio
|
Q3 2025
Reduced 23.5%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
33,192
shares
|
$1.76 Million
0.16% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
33,167
shares
|
$1.76 Million
0.02% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
May 08, 2025 Q1 2025 |
33,144
shares
|
$1.76 Million
0.1% of portfolio
|
Q1 2025
Reduced 31.16%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
33,118
shares
|
$1.76 Million
0.3% of portfolio
|
Q3 2025
Reduced 25.38%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
32,919
shares
|
$1.75 Million
0.33% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,766
shares
|
$1.74 Million
0.05% of portfolio
|
Q1 2025
Reduced 39.64%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
32,361
shares
|
$1.72 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.4%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
32,115
shares
|
$1.71 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
31,975
shares
|
$1.7 Million
0.57% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
31,805
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2024
Added 8.46%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
31,512
shares
|
$1.67 Million
1.34% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
First Washington Corp
Seattle, WA |
Aug 12, 2025 Q2 2025 |
31,420
shares
|
$1.67 Million
0.57% of portfolio
|
Q4 2021
Reduced 54.08%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
31,265
shares
|
$1.66 Million
0.14% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
31,103
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
30,925
shares
|
$1.64 Million
0.65% of portfolio
|
Q2 2025
Added 267.19%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
30,523
shares
|
$1.62 Million
0.17% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
30,463
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
30,376
shares
|
$1.61 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
30,371
shares
|
$1.61 Million
0.17% of portfolio
|
Q2 2025
Reduced 21.14%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 10, 2025 Q3 2025 |
30,150
shares
|
$1.6 Million
1.09% of portfolio
|
Q2 2025
Added 7.68%
|