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 314 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
698,879
shares
|
$36.9 Million
0.63% of portfolio
|
Q2 2024
Added 198.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
692,255
shares
|
$36.6 Million
0.09% of portfolio
|
Q3 2025
Added 1.73%
|
|
|
American Family Insurance Mutual Holding CO
|
May 14, 2024 Q1 2024 |
670,543
shares
|
$35.4 Million
6.47% of portfolio
|
Q1 2022
Added 38.1%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
656,188
shares
|
$34.7 Million
0.05% of portfolio
|
Q3 2025
Reduced 41.42%
|
|
|
New Square Capital LLC
|
Nov 12, 2025 Q3 2025 |
649,506
shares
|
$34.3 Million
2.4% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
647,353
shares
|
$34.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Stephens Inc
|
Oct 27, 2025 Q3 2025 |
646,981
shares
|
$34.2 Million
0.46% of portfolio
|
Q3 2025
Reduced 1.45%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
643,157
shares
|
$34 Million
0.48% of portfolio
|
Q3 2023
Added 32.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
640,027
shares
|
$33.8 Million
2.83% of portfolio
|
Q4 2022
Reduced 2.62%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
636,954
shares
|
$33.6 Million
4.34% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
630,455
shares
|
$33.3 Million
0.05% of portfolio
|
Q3 2025
Reduced 43.73%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
616,773
shares
|
$32.6 Million
4.87% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
616,694
shares
|
$32.6 Million
0.14% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
586,004
shares
|
$31 Million
0.06% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Nelson Capital Management, LLC
|
Nov 13, 2025 Q3 2025 |
574,360
shares
|
$30.3 Million
3.66% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
573,796
shares
|
$30.3 Million
0.72% of portfolio
|
Q3 2025
Added 309.38%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
544,306
shares
|
$28.8 Million
0.37% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
542,939
shares
|
$28.7 Million
0.32% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
537,131
shares
|
$28.4 Million
0.21% of portfolio
|
Q3 2025
Reduced 3.52%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
536,564
shares
|
$28.3 Million
3.04% of portfolio
|
Q3 2025
Added 4.08%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
529,604
shares
|
$28 Million
0.38% of portfolio
|
Q3 2025
Reduced 23.64%
|
|
|
Dt Investment Partners, LLC
|
Oct 22, 2025 Q3 2025 |
522,439
shares
|
$27.6 Million
2.36% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
518,762
shares
|
$27.4 Million
0.05% of portfolio
|
Q3 2025
Added 0.59%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
515,922
shares
|
$27.3 Million
1.19% of portfolio
|
Q3 2025
Added 3.23%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
499,275
shares
|
$26.4 Million
0.32% of portfolio
|
Q3 2025
Added 1221.88%
|
|