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 1,100 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 $16.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
359,124
shares
|
$19 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
359,069
shares
|
$19 Million
0.03% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
Alley Investment Management Company, LLC
|
Jan 27, 2026 Q4 2025 |
358,094
shares
|
$18.9 Million
2.23% of portfolio
|
Q4 2025
Reduced 1.27%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
349,377
shares
|
$18.5 Million
0.33% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Atwood & Palmer Inc
|
Jan 28, 2026 Q4 2025 |
348,920
shares
|
$18.4 Million
1.21% of portfolio
|
Q4 2025
Added 2.43%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
344,406
shares
|
$18.2 Million
3.33% of portfolio
|
Q4 2025
Added 6.39%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
344,144
shares
|
$18.2 Million
0.51% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
343,495
shares
|
$18.1 Million
3.17% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
336,859
shares
|
$17.8 Million
4.65% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
334,859
shares
|
$17.7 Million
0.13% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
330,698
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
328,533
shares
|
$17.4 Million
0.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
324,904
shares
|
$17.2 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
321,905
shares
|
$17 Million
0.95% of portfolio
|
Q1 2025
Reduced 60.26%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jan 26, 2026 Q4 2025 |
320,543
shares
|
$16.9 Million
3.3% of portfolio
|
Q4 2025
Added 12.81%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
301,082
shares
|
$15.9 Million
9.68% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
300,028
shares
|
$15.8 Million
0.19% of portfolio
|
Q4 2025
Added 3.4%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
300,000
shares
|
$15.8 Million
0.03% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2026 Q4 2025 |
294,103
shares
|
$15.5 Million
2.87% of portfolio
|
Q4 2025
Added 3.66%
|
|
|
Ae Wealth Management LLC
|
Jan 26, 2026 Q4 2025 |
285,436
shares
|
$15.1 Million
0.1% of portfolio
|
Q4 2025
Added 2.9%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
283,802
shares
|
$15 Million
0.25% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jan 28, 2026 Q4 2025 |
283,405
shares
|
$15 Million
0.4% of portfolio
|
Q4 2025
Reduced 6.04%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Jan 30, 2026 Q4 2025 |
278,770
shares
|
$14.7 Million
0.04% of portfolio
|
Q1 2022
Reduced 75.52%
|
|
|
Kwmg, LLC
|
Jan 16, 2026 Q4 2025 |
278,599
shares
|
$14.7 Million
1.25% of portfolio
|
Q4 2025
Added 6.24%
|
|