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 1,096 institutions that hold shares in the stock, with a total of 317 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
335
shares
|
$17,798
0.01% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Ckw Financial Group
|
Jul 25, 2025 Q2 2025 |
333
shares
|
$17,692
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Oct 29, 2025 Q3 2025 |
320
shares
|
$17,001
0.01% of portfolio
|
N/A
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 11, 2025 Q2 2025 |
315
shares
|
$16,735
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
Sep 25, 2025 Q2 2025 |
301
shares
|
$15,992
0.17% of portfolio
|
Q2 2025
New holding
|
|
|
Rocky Mountain Advisers, LLC
|
Oct 17, 2025 Q3 2025 |
300
shares
|
$15,939
0.01% of portfolio
|
Q1 2019
Reduced 85.85%
|
|
|
Mtm Investment Management, LLC
Spartanburg, SC |
Aug 08, 2025 Q2 2025 |
300
shares
|
$15,939
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
283
shares
|
$15,035
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
282
shares
|
$14,982
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
280
shares
|
$14,876
0.01% of portfolio
|
Q4 2022
Reduced 80.87%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
266
shares
|
$14,132
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Aug 14, 2025 Q2 2025 |
230
shares
|
$12,219
0.0% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
224
shares
|
$11,901
0.01% of portfolio
|
Q2 2024
Reduced 53.14%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
220
shares
|
$11,688
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
217
shares
|
$11,529
0.0% of portfolio
|
Q1 2025
Reduced 98.89%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
216
shares
|
$11,476
0.01% of portfolio
|
Q4 2023
Reduced 47.83%
|
|
|
Glassman Wealth Services
|
Aug 08, 2025 Q2 2025 |
202
shares
|
$10,732
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Jul 28, 2025 Q2 2025 |
197
shares
|
$10,466
0.01% of portfolio
|
Q2 2024
Reduced 94.06%
|
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
184
shares
|
$9,775
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
181
shares
|
$9,616
0.01% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
166
shares
|
$8,819
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
156
shares
|
$8,288
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 30, 2025 Q3 2025 |
156
shares
|
$8,288
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Oct 17, 2025 Q3 2025 |
152
shares
|
$8,075
0.01% of portfolio
|
Q3 2025
Added 0.66%
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
150
shares
|
$7,969
0.0% of portfolio
|
Q2 2025
Reduced 52.98%
|