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 |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
11,009
shares
|
$584,908
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
10,979
shares
|
$583,314
0.41% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
10,976
shares
|
$583,154
0.1% of portfolio
|
Q4 2024
Reduced 52.24%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
10,786
shares
|
$573,060
0.4% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
10,712
shares
|
$569,128
0.26% of portfolio
|
Q2 2025
Reduced 59.77%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
10,706
shares
|
$568,809
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
10,590
shares
|
$562,646
0.15% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
10,584
shares
|
$562,327
0.01% of portfolio
|
Q2 2025
Reduced 76.33%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
10,566
shares
|
$561,371
0.04% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
10,556
shares
|
$560,840
0.1% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
10,450
shares
|
$555,208
0.13% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
10,443
shares
|
$554,836
0.07% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
10,152
shares
|
$539,375
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
10,139
shares
|
$538,685
0.04% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,131
shares
|
$538,260
0.12% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
10,000
shares
|
$531,300
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
9,939
shares
|
$528,059
8.39% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,926
shares
|
$527,368
0.04% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,916
shares
|
$526,837
0.02% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Charles Schwab Trust CO
|
Oct 10, 2025 Q3 2025 |
9,914
shares
|
$526,730
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
9,888
shares
|
$525,349
0.02% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
9,687
shares
|
$514,670
0.0% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
9,589
shares
|
$509,463
0.09% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
9,568
shares
|
$508,347
0.29% of portfolio
|
Q2 2022
Added 7.75%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
9,516
shares
|
$505,585
0.02% of portfolio
|
Q4 2022
New holding
|