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 1,094 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 |
|---|---|---|---|---|---|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
6,216
shares
|
$330,256
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Acropolis Investment Management, LLC
|
Oct 07, 2025 Q3 2025 |
6,203
shares
|
$329,565
0.02% of portfolio
|
Q3 2025
Added 9.55%
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
6,198
shares
|
$329,299
0.48% of portfolio
|
Q4 2022
Reduced 37.58%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
6,189
shares
|
$328,821
0.18% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Aug 07, 2025 Q2 2025 |
6,102
shares
|
$324,199
0.12% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
6,100
shares
|
$324,093
0.03% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Oct 24, 2025 Q3 2025 |
6,100
shares
|
$324,093
0.08% of portfolio
|
Q1 2025
Reduced 11.18%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 11, 2025 Q2 2025 |
6,087
shares
|
$323,402
0.08% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
6,084
shares
|
$323,242
0.02% of portfolio
|
Q1 2025
Reduced 5.62%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
6,070
shares
|
$322,499
0.02% of portfolio
|
Q2 2025
Reduced 6.62%
|
|
|
Destiny Capital Securities Corporation
Golden, CO |
Nov 13, 2023 Q3 2023 |
6,035
shares
|
$320,639
0.24% of portfolio
|
Q3 2023
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
6,025
shares
|
$320,108
0.1% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 30, 2025 Q3 2025 |
5,964
shares
|
$316,867
0.02% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
5,889
shares
|
$312,882
0.25% of portfolio
|
Q3 2025
Reduced 1.09%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
5,884
shares
|
$312,616
0.02% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
5,851
shares
|
$310,863
0.01% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
5,816
shares
|
$309,004
0.01% of portfolio
|
Q2 2025
Reduced 8.64%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
5,815
shares
|
$308,950
0.1% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 12, 2025 Q2 2025 |
5,794
shares
|
$307,835
0.2% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
5,780
shares
|
$307,091
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
5,706
shares
|
$303,159
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Edgemoor Investment Advisors, Inc.
|
Aug 11, 2025 Q2 2025 |
5,660
shares
|
$300,715
0.03% of portfolio
|
Q2 2025
Added 4.62%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
5,653
shares
|
$300,343
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Jul 29, 2025 Q2 2025 |
5,631
shares
|
$299,175
0.13% of portfolio
|
Q2 2025
Reduced 13.2%
|
|
|
Intergy Private Wealth, LLC
|
Oct 14, 2025 Q3 2025 |
5,622
shares
|
$298,696
0.09% of portfolio
|
Q3 2025
Added 1.08%
|