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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
492,789
shares
|
$26 Million
0.75% of portfolio
|
Q3 2025
Added 1.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
492,243
shares
|
$26 Million
0.23% of portfolio
|
Q3 2025
Added 210.56%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
487,738
shares
|
$25.8 Million
1.51% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
480,348
shares
|
$25.4 Million
1.85% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Members Capital Advisors Inc
|
Oct 24, 2025 Q3 2025 |
480,000
shares
|
$25.4 Million
29.27% of portfolio
|
Q2 2025
New holding
|
|
|
Arch Capital Group Ltd.
|
Nov 06, 2025 Q3 2025 |
469,378
shares
|
$24.8 Million
8.47% of portfolio
|
Q2 2025
Reduced 73.05%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
466,308
shares
|
$24.6 Million
0.39% of portfolio
|
Q4 2023
Added 21.21%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
458,117
shares
|
$24.2 Million
0.12% of portfolio
|
Q3 2025
Added 53.22%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
458,029
shares
|
$24.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
457,664
shares
|
$24.2 Million
6.49% of portfolio
|
Q1 2023
Reduced 2.71%
|
|
|
Palisade Capital Management LLC
Fort Lee, NJ |
Nov 14, 2025 Q3 2025 |
446,032
shares
|
$23.6 Million
0.76% of portfolio
|
Q3 2025
New holding
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 13, 2025 Q3 2025 |
438,366
shares
|
$23.2 Million
0.43% of portfolio
|
Q3 2025
Added 8.82%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
432,801
shares
|
$22.9 Million
6.9% of portfolio
|
Q3 2025
Added 10.48%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 12, 2025 Q3 2025 |
414,305
shares
|
$21.9 Million
1.98% of portfolio
|
Q3 2025
Added 0.18%
|
|
|
Schaeffer Financial LLC
|
Nov 03, 2025 Q3 2025 |
408,727
shares
|
$21.6 Million
19.68% of portfolio
|
Q3 2025
Added 17.29%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2025 Q3 2025 |
395,000
shares
|
$20.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 52.41%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
389,137
shares
|
$20.6 Million
3.61% of portfolio
|
Q3 2025
Added 4.58%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 15, 2025 Q3 2025 |
388,360
shares
|
$20.5 Million
1.29% of portfolio
|
Q3 2025
Added 4.24%
|
|
|
Astoria Strategic Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
386,778
shares
|
$20.4 Million
5.22% of portfolio
|
Q3 2025
Reduced 1.23%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 13, 2025 Q3 2025 |
380,345
shares
|
$20.1 Million
0.0% of portfolio
|
Q3 2025
Added 1286.45%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 08, 2026 Q4 2025 |
379,746
shares
|
$20.1 Million
1.36% of portfolio
|
Q4 2025
Reduced 0.23%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 06, 2026 Q4 2025 |
375,131
shares
|
$19.8 Million
24.97% of portfolio
|
Q4 2025
Added 1.24%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Oct 24, 2025 Q3 2025 |
367,800
shares
|
$19.4 Million
6.61% of portfolio
|
Q4 2020
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
364,162
shares
|
$19.2 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
|
$19.2 Million
3.81% of portfolio
|
Q4 2022
New holding
|
|