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 |
|---|---|---|---|---|---|
|
Quaker Capital Investments, LLC
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
16,000
shares
|
$850,080
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
15,949
shares
|
$847,370
0.29% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
15,902
shares
|
$844,873
0.02% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
15,862
shares
|
$842,748
0.16% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
15,490
shares
|
$822,983
0.07% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
15,460
shares
|
$821,389
0.38% of portfolio
|
Q2 2025
Added 61.51%
|
|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
15,340
shares
|
$815,014
0.11% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
15,320
shares
|
$813,951
0.04% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
15,287
shares
|
$812,198
0.06% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
15,251
shares
|
$810,285
0.31% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
14,943
shares
|
$793,921
0.15% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
14,862
shares
|
$789,618
0.05% of portfolio
|
Q3 2025
Added 23.33%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
14,816
shares
|
$787,174
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
14,790
shares
|
$785,792
0.1% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
14,731
shares
|
$782,658
0.06% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
14,729
shares
|
$782,551
0.09% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14,726
shares
|
$782,392
0.11% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
14,723
shares
|
$782,232
0.18% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
14,630
shares
|
$777,291
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
14,537
shares
|
$772,350
0.09% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
14,500
shares
|
$770,385
0.0% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
14,488
shares
|
$769,747
0.0% of portfolio
|
Q2 2025
Reduced 69.83%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
14,334
shares
|
$761,565
0.03% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
14,291
shares
|
$759,280
0.33% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Howard Financial Services, Ltd.
|
Oct 23, 2025 Q3 2025 |
14,173
shares
|
$753,011
0.09% of portfolio
|
Q3 2025
Added 40.35%
|