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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Oct 31, 2025 Q3 2025 |
743
shares
|
$39,245
0.03% of portfolio
|
Q2 2025
Reduced 23.48%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
733
shares
|
$38,717
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
713
shares
|
$37,660
0.04% of portfolio
|
Q3 2025
Reduced 31.24%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
690
shares
|
$36,445
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 29, 2025 Q3 2025 |
682
shares
|
$36,023
0.02% of portfolio
|
Q1 2025
Reduced 49.29%
|
|
|
Aventura Private Wealth, LLC
Aventura, FL |
Jan 07, 2026 Q4 2025 |
649
shares
|
$34,280
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Oct 22, 2025 Q3 2025 |
604
shares
|
$31,903
0.0% of portfolio
|
Q2 2024
Added 24.28%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
578
shares
|
$30,529
0.01% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
560
shares
|
$29,579
0.0% of portfolio
|
Q1 2025
Added 14.29%
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
557
shares
|
$29,420
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
513
shares
|
$27,096
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
501
shares
|
$26,462
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
500
shares
|
$26,410
0.04% of portfolio
|
Q3 2023
Reduced 16.67%
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 03, 2025 Q3 2025 |
500
shares
|
$26,410
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Granite Investment Partners, LLC
|
Nov 10, 2025 Q3 2025 |
476
shares
|
$25,142
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
469
shares
|
$24,772
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Indiana Trust & Investment Management CO
|
Oct 17, 2025 Q3 2025 |
461
shares
|
$24,350
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 10, 2025 Q3 2025 |
450
shares
|
$23,769
0.01% of portfolio
|
Q2 2024
Reduced 61.7%
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Nov 05, 2025 Q3 2025 |
434
shares
|
$22,923
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
400
shares
|
$21,128
0.0% of portfolio
|
Q1 2025
Reduced 76.12%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
388
shares
|
$20,494
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Community Bank, N.A.
|
Nov 14, 2025 Q3 2025 |
380
shares
|
$20,071
0.0% of portfolio
|
Q2 2025
Reduced 75.0%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
371
shares
|
$19,596
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
369
shares
|
$19,490
0.0% of portfolio
|
Q3 2025
Added 2.79%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 16, 2025 Q3 2025 |
350
shares
|
$18,487
0.0% of portfolio
|
Q2 2025
New holding
|
|