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 |
|---|---|---|---|---|---|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
5,322
shares
|
$282,757
0.01% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
5,309
shares
|
$282,067
0.15% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
5,262
shares
|
$279,570
0.05% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
5,251
shares
|
$278,985
0.05% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
|
C2 C Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
5,202
shares
|
$276,382
0.25% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Jul 15, 2025 Q2 2025 |
5,150
shares
|
$273,619
0.07% of portfolio
|
Q2 2025
Added 16.31%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Oct 09, 2025 Q3 2025 |
5,148
shares
|
$273,513
0.06% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Grove Bank & Trust
|
Oct 06, 2025 Q3 2025 |
5,137
shares
|
$272,928
0.03% of portfolio
|
Q2 2024
Reduced 44.8%
|
|
|
Plimoth Trust CO LLC
|
Oct 17, 2025 Q3 2025 |
5,127
shares
|
$272,397
0.06% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
5,111
shares
|
$271,547
0.33% of portfolio
|
Q3 2022
Reduced 5.3%
|
|
|
Insight Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
5,013
shares
|
$266,340
0.04% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,004
shares
|
$265,862
0.09% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$265,650
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Oct 29, 2025 Q3 2025 |
5,000
shares
|
$265,650
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Davidson Investment Advisors
|
Oct 21, 2025 Q3 2025 |
4,975
shares
|
$264,321
0.01% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,930
shares
|
$261,930
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
4,922
shares
|
$261,505
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,914
shares
|
$261,080
0.03% of portfolio
|
Q3 2023
Reduced 2.79%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
4,861
shares
|
$258,264
0.07% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
4,854
shares
|
$257,893
0.14% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
4,850
shares
|
$257,680
0.05% of portfolio
|
Q2 2025
Added 1322.29%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
4,846
shares
|
$257,467
0.04% of portfolio
|
Q3 2025
Added 17.96%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
4,720
shares
|
$250,773
0.02% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 20, 2025 Q3 2025 |
4,718
shares
|
$250,667
0.02% of portfolio
|
Q3 2025
Reduced 7.82%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,694
shares
|
$249,392
0.0% of portfolio
|
Q3 2025
Reduced 6.7%
|