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 1,074 institutions that hold shares in the stock, with a total of 394 Million shares, which have been reported (via 13F filing form) to have a value of $20.7 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
|
$39.7 Million
0.16% of portfolio
|
Q2 2025
Added 14.56%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
719,911
shares
|
$37.9 Million
2.88% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
698,879
shares
|
$36.8 Million
0.63% of portfolio
|
Q2 2024
Added 198.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
693,523
shares
|
$36.5 Million
0.51% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
687,177
shares
|
$36.2 Million
0.78% of portfolio
|
Q2 2025
Added 33.51%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
680,493
shares
|
$35.8 Million
0.09% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
American Family Insurance Mutual Holding CO
|
May 14, 2024 Q1 2024 |
670,543
shares
|
$35.3 Million
6.47% of portfolio
|
Q1 2022
Added 38.1%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
659,812
shares
|
$34.8 Million
5.43% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
656,477
shares
|
$34.6 Million
0.5% of portfolio
|
Q2 2025
Reduced 29.05%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
648,331
shares
|
$34.2 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
|
$34.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
643,157
shares
|
$33.9 Million
0.48% of portfolio
|
Q3 2023
Added 32.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
641,043
shares
|
$33.8 Million
0.08% of portfolio
|
Q2 2025
Reduced 13.86%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
640,027
shares
|
$33.7 Million
2.83% of portfolio
|
Q4 2022
Reduced 2.62%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
630,782
shares
|
$33.2 Million
0.75% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
625,238
shares
|
$32.9 Million
4.62% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
616,527
shares
|
$32.5 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
|
$31.8 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
|
$29.7 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
|
$29.3 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
|
$28.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 34.28%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
527,436
shares
|
$27.8 Million
3.71% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
520,705
shares
|
$27.4 Million
0.01% of portfolio
|
Q2 2025
Added 108.77%
|
|
|
Dt Investment Partners, LLC
|
Jul 22, 2025 Q2 2025 |
517,776
shares
|
$27.3 Million
2.46% of portfolio
|
Q2 2025
Reduced 3.27%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
515,740
shares
|
$27.2 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.18%
|