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 1,074 institutions that hold shares in the stock, with a total of 394 Million shares, which have been reported (via 13F filing form) to have a value of $20.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
515,522
shares
|
$27.2 Million
3.55% of portfolio
|
Q2 2025
Added 11.8%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
513,959
shares
|
$27.1 Million
0.32% of portfolio
|
Q2 2025
Added 5.39%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
499,781
shares
|
$26.3 Million
1.21% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Graypoint LLC
|
Jul 15, 2025 Q2 2025 |
487,738
shares
|
$25.7 Million
1.51% of portfolio
|
Q2 2025
Added 11.19%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
485,256
shares
|
$25.6 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Members Capital Advisors Inc
|
Jul 29, 2025 Q2 2025 |
480,000
shares
|
$25.3 Million
29.25% of portfolio
|
Q2 2025
New holding
|
|
|
Lutz Financial Services LLC
|
Jul 29, 2025 Q2 2025 |
477,429
shares
|
$25.2 Million
1.96% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
Arch Capital Group Ltd.
|
Aug 05, 2025 Q2 2025 |
469,378
shares
|
$24.7 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
|
$24.7 Million
0.04% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
466,308
shares
|
$24.6 Million
0.39% of portfolio
|
Q4 2023
Added 21.21%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
460,056
shares
|
$24.2 Million
0.03% of portfolio
|
Q2 2025
Added 96.05%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
457,664
shares
|
$24.1 Million
6.49% of portfolio
|
Q1 2023
Reduced 2.71%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 13, 2025 Q2 2025 |
413,557
shares
|
$21.8 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
|
$21.2 Million
0.43% of portfolio
|
Q2 2025
Added 2.9%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
395,000
shares
|
$20.8 Million
0.03% of portfolio
|
Q2 2025
Reduced 52.41%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
391,742
shares
|
$20.6 Million
6.58% of portfolio
|
Q2 2025
Reduced 2.09%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jul 17, 2025 Q2 2025 |
391,604
shares
|
$20.6 Million
5.6% of portfolio
|
Q2 2025
Added 1.97%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
374,677
shares
|
$19.7 Million
0.05% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
372,581
shares
|
$19.6 Million
1.29% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Aug 05, 2025 Q2 2025 |
372,082
shares
|
$19.6 Million
3.57% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Stephens Group Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
368,692
shares
|
$19.4 Million
1.4% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
367,800
shares
|
$19.4 Million
9.58% 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
|
|
|
Alley Investment Management Company, LLC
|
Jul 17, 2025 Q2 2025 |
362,158
shares
|
$19.1 Million
2.4% of portfolio
|
Q2 2025
Reduced 4.6%
|