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 1,092 institutions that hold shares in the stock, with a total of 325 Million shares, which have been reported (via 13F filing form) to have a value of $17.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 22, 2025 Q3 2025 |
3,447
shares
|
$183,139
0.05% of portfolio
|
Q3 2025
Reduced 20.32%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
3,350
shares
|
$177,985
0.04% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 04, 2025 Q2 2025 |
3,320
shares
|
$176,391
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
3,259
shares
|
$173,150
0.1% of portfolio
|
Q1 2024
Reduced 15.0%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
3,209
shares
|
$170,494
0.02% of portfolio
|
Q1 2025
Added 13.31%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,000
shares
|
$159,390
0.04% of portfolio
|
Q3 2024
Reduced 50.82%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
3,000
shares
|
$159,390
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
2,962
shares
|
$157,371
0.01% of portfolio
|
Q2 2025
Reduced 14.44%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,939
shares
|
$156,149
0.06% of portfolio
|
Q1 2023
Reduced 64.69%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
2,915
shares
|
$154,873
0.02% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Feb 05, 2025 Q4 2024 |
2,791
shares
|
$148,285
0.05% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Atticus Wealth Management, LLC
|
Jul 10, 2025 Q2 2025 |
2,746
shares
|
$145,894
0.04% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
2,735
shares
|
$145,310
0.0% of portfolio
|
Q2 2025
Reduced 12.42%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
2,694
shares
|
$143,132
0.03% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
2,687
shares
|
$142,760
0.05% of portfolio
|
Q2 2025
Added 0.07%
|
|
|
Gables Capital Management Inc.
|
Jul 30, 2025 Q2 2025 |
2,634
shares
|
$139,944
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
2,537
shares
|
$134,790
0.05% of portfolio
|
Q4 2024
Added 49.24%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,495
shares
|
$132,559
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,364
shares
|
$125,599
0.01% of portfolio
|
Q1 2024
Reduced 49.03%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
2,343
shares
|
$124,483
0.01% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,334
shares
|
$124,005
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
2,333
shares
|
$123,952
0.04% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,217
shares
|
$117,789
0.01% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,113
shares
|
$112,263
0.02% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
2,087
shares
|
$110,882
0.02% of portfolio
|
Q3 2025
Reduced 2.29%
|