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 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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
140
shares
|
$7,438
0.0% of portfolio
|
Q3 2024
Reduced 75.44%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
126
shares
|
$6,694
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
120
shares
|
$6,375
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
114
shares
|
$6,056
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Oct 21, 2025 Q3 2025 |
113
shares
|
$6,003
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
99
shares
|
$5,259
0.0% of portfolio
|
Q1 2025
Reduced 84.89%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
96
shares
|
$5,100
0.0% of portfolio
|
Q2 2025
Added 284.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
94
shares
|
$4,994
0.0% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
93
shares
|
$4,941
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
80
shares
|
$4,250
0.0% of portfolio
|
Q3 2023
Reduced 91.16%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
75
shares
|
$3,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
74
shares
|
$3,931
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Oct 14, 2025 Q3 2025 |
73
shares
|
$3,878
0.0% of portfolio
|
Q3 2025
Reduced 13.1%
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
72
shares
|
$3,825
0.0% of portfolio
|
Q3 2024
Reduced 82.73%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
69
shares
|
$3,665
0.0% of portfolio
|
Q1 2024
Reduced 93.1%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
66
shares
|
$3,506
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
62
shares
|
$3,294
0.0% of portfolio
|
Q2 2025
Reduced 91.29%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
61
shares
|
$3,240
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Millennium Group LLC
Sandy, UT |
Aug 05, 2025 Q2 2025 |
60
shares
|
$3,187
0.0% of portfolio
|
Q2 2025
Reduced 34.07%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
49
shares
|
$2,603
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
42
shares
|
$2,231
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Feb 12, 2025 Q4 2024 |
42
shares
|
$2,231
0.0% of portfolio
|
Q3 2024
Reduced 95.59%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 23, 2025 Q2 2025 |
41
shares
|
$2,178
0.0% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
39
shares
|
$2,072
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
38
shares
|
$2,018
0.0% of portfolio
|
Q4 2024
Added 2.7%
|