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 1,091 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 |
|---|---|---|---|---|---|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
499,275
shares
|
$26.5 Million
0.32% of portfolio
|
Q3 2025
Added 1221.88%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
487,738
shares
|
$25.9 Million
1.51% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
485,256
shares
|
$25.8 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Members Capital Advisors Inc
|
Oct 24, 2025 Q3 2025 |
480,000
shares
|
$25.5 Million
29.27% of portfolio
|
Q2 2025
New holding
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
477,429
shares
|
$25.4 Million
1.96% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Arch Capital Group Ltd.
|
Aug 05, 2025 Q2 2025 |
469,378
shares
|
$24.9 Million
8.44% of portfolio
|
Q2 2025
Reduced 73.05%
|
|
|
Lazard Asset Management LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
468,286
shares
|
$24.9 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
466,308
shares
|
$24.8 Million
0.39% of portfolio
|
Q4 2023
Added 21.21%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
457,664
shares
|
$24.3 Million
6.49% of portfolio
|
Q1 2023
Reduced 2.71%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
432,801
shares
|
$23 Million
6.9% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
413,557
shares
|
$22 Million
2.1% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Aug 12, 2025 Q2 2025 |
402,818
shares
|
$21.4 Million
0.43% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
395,000
shares
|
$21 Million
0.03% of portfolio
|
Q2 2025
Reduced 52.41%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
391,604
shares
|
$20.8 Million
5.6% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
388,360
shares
|
$20.6 Million
1.29% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 07, 2025 Q3 2025 |
380,629
shares
|
$20.2 Million
1.36% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
374,677
shares
|
$19.9 Million
0.05% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
372,082
shares
|
$19.8 Million
3.57% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Jb Global.Com LLC
New York, NY |
Oct 06, 2025 Q3 2025 |
370,523
shares
|
$19.7 Million
20.01% of portfolio
|
Q3 2025
Added 4.94%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
367,800
shares
|
$19.5 Million
6.61% of portfolio
|
Q4 2020
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
364,162
shares
|
$19.3 Million
3.82% of portfolio
|
Q4 2022
Reduced 1.47%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
364,162
shares
|
$19.3 Million
3.81% of portfolio
|
Q4 2022
New holding
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
362,691
shares
|
$19.3 Million
2.31% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
349,227
shares
|
$18.6 Million
0.28% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
348,482
shares
|
$18.5 Million
17.97% of portfolio
|
Q2 2025
Added 8.73%
|