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 |
|---|---|---|---|---|---|
|
Winthrop Advisory Group LLC
|
Oct 24, 2025 Q3 2025 |
6,992
shares
|
$371,484
0.03% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 12, 2025 Q2 2025 |
6,954
shares
|
$369,466
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
6,933
shares
|
$368,350
0.02% of portfolio
|
Q2 2025
Reduced 18.12%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
6,888
shares
|
$365,959
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,879
shares
|
$365,481
0.03% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
Aug 05, 2025 Q2 2025 |
6,867
shares
|
$364,843
0.18% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,839
shares
|
$363,356
0.14% of portfolio
|
Q1 2022
Reduced 13.23%
|
|
|
Value Partners Investments Inc.
|
Oct 15, 2025 Q3 2025 |
6,833
shares
|
$363,037
0.03% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
Cypress Capital Group
|
Jul 25, 2025 Q2 2025 |
6,752
shares
|
$358,733
0.05% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Oct 15, 2025 Q3 2025 |
6,751
shares
|
$358,680
0.31% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
6,750
shares
|
$358,627
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
6,710
shares
|
$356,502
0.0% of portfolio
|
Q2 2025
Reduced 67.89%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,674
shares
|
$354,589
0.03% of portfolio
|
Q4 2022
Added 11.87%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
6,604
shares
|
$350,870
0.01% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
6,600
shares
|
$350,658
0.1% of portfolio
|
Q3 2023
Added 34.69%
|
|
|
Seelaus Asset Management LLC
|
Aug 05, 2025 Q2 2025 |
6,551
shares
|
$348,054
0.33% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ninety One Uk LTD
London, X0 |
Oct 21, 2025 Q3 2025 |
6,520
shares
|
$346,407
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
6,461
shares
|
$343,272
0.01% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
6,459
shares
|
$343,166
0.01% of portfolio
|
Q3 2025
Added 66.9%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
6,430
shares
|
$341,625
0.02% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Svb Wealth LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
6,410
shares
|
$340,563
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
6,407
shares
|
$340,403
0.19% of portfolio
|
Q2 2022
Reduced 46.19%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
6,407
shares
|
$340,403
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
6,345
shares
|
$337,109
0.09% of portfolio
|
Q3 2025
Added 18.16%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 21, 2025 Q3 2025 |
6,330
shares
|
$336,312
0.17% of portfolio
|
Q3 2025
Reduced 0.22%
|