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 1,091 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 |
|---|---|---|---|---|---|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
753,248
shares
|
$40 Million
0.16% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
746,883
shares
|
$39.7 Million
2.8% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
698,879
shares
|
$37.1 Million
0.63% of portfolio
|
Q2 2024
Added 198.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
692,255
shares
|
$36.8 Million
0.09% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
687,177
shares
|
$36.5 Million
0.78% of portfolio
|
Q2 2025
Added 33.51%
|
|
|
American Family Insurance Mutual Holding CO
|
May 14, 2024 Q1 2024 |
670,543
shares
|
$35.6 Million
6.47% of portfolio
|
Q1 2022
Added 38.1%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
656,477
shares
|
$34.9 Million
0.5% of portfolio
|
Q2 2025
Reduced 29.05%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
648,331
shares
|
$34.4 Million
2.53% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
647,353
shares
|
$34.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
643,157
shares
|
$34.2 Million
0.48% of portfolio
|
Q3 2023
Added 32.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
640,027
shares
|
$34 Million
2.83% of portfolio
|
Q4 2022
Reduced 2.62%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
636,954
shares
|
$33.8 Million
4.34% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
616,773
shares
|
$32.8 Million
4.87% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
616,527
shares
|
$32.8 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
604,521
shares
|
$32.1 Million
0.78% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
563,408
shares
|
$29.9 Million
0.07% of portfolio
|
Q2 2025
Reduced 22.09%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
556,731
shares
|
$29.6 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.48%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
544,773
shares
|
$28.9 Million
0.39% of portfolio
|
Q2 2025
Reduced 34.28%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
529,604
shares
|
$28.1 Million
0.38% of portfolio
|
Q3 2025
Reduced 23.64%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
527,436
shares
|
$28 Million
3.71% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
522,439
shares
|
$27.8 Million
2.36% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
515,740
shares
|
$27.4 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
515,522
shares
|
$27.4 Million
3.55% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
513,959
shares
|
$27.3 Million
0.32% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
499,781
shares
|
$26.6 Million
1.21% of portfolio
|
Q2 2025
Added 8.73%
|