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 |
|---|---|---|---|---|---|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
8,402
shares
|
$446,398
0.0% of portfolio
|
Q2 2025
Added 9.9%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
8,329
shares
|
$442,519
0.04% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,269
shares
|
$439,331
0.0% of portfolio
|
Q2 2025
Reduced 82.42%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
8,211
shares
|
$436,250
0.05% of portfolio
|
Q2 2025
Reduced 16.05%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
8,200
shares
|
$435,666
0.03% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
8,200
shares
|
$435,666
1.12% of portfolio
|
Q4 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
8,195
shares
|
$435,400
0.04% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
8,151
shares
|
$433,062
0.04% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
8,043
shares
|
$427,324
0.11% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
8,003
shares
|
$425,199
0.1% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$425,040
0.15% of portfolio
|
Q3 2022
Added 14.29%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
7,998
shares
|
$424,933
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
7,975
shares
|
$423,711
0.05% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
7,946
shares
|
$422,170
0.1% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
7,940
shares
|
$421,852
0.13% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
7,920
shares
|
$420,789
0.18% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
7,914
shares
|
$420,470
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
7,876
shares
|
$418,451
0.12% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
7,853
shares
|
$417,229
0.06% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
7,822
shares
|
$415,582
0.06% of portfolio
|
Q2 2025
Reduced 59.04%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,810
shares
|
$414,945
0.03% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
7,804
shares
|
$414,626
0.14% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
7,773
shares
|
$412,979
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
7,755
shares
|
$412,023
0.02% of portfolio
|
Q3 2025
Reduced 26.99%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
7,712
shares
|
$409,738
0.01% of portfolio
|
Q3 2025
Added 0.01%
|