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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
340,653
shares
|
$18.1 Million
1.2% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
336,793
shares
|
$17.9 Million
3.11% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
335,650
shares
|
$17.8 Million
0.03% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
335,115
shares
|
$17.8 Million
0.36% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
331,022
shares
|
$17.6 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
328,649
shares
|
$17.5 Million
0.53% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
328,625
shares
|
$17.5 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
327,825
shares
|
$17.4 Million
0.14% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
326,991
shares
|
$17.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
326,425
shares
|
$17.3 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 21, 2025 Q3 2025 |
323,717
shares
|
$17.2 Million
3.26% of portfolio
|
Q3 2025
Added 8.2%
|
|
|
Johns Hopkins University
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
321,905
shares
|
$17.1 Million
0.9% of portfolio
|
Q1 2025
Reduced 60.26%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
315,403
shares
|
$16.8 Million
4.94% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
314,613
shares
|
$16.7 Million
3.14% of portfolio
|
Q2 2025
Added 33.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
307,546
shares
|
$16.3 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
301,082
shares
|
$16 Million
9.68% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
300,000
shares
|
$15.9 Million
0.03% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
298,993
shares
|
$15.9 Million
0.08% of portfolio
|
Q2 2025
Added 111.4%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Aug 12, 2025 Q2 2025 |
295,500
shares
|
$15.7 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
285,093
shares
|
$15.1 Million
0.43% of portfolio
|
Q2 2025
Added 27.71%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
284,150
shares
|
$15.1 Million
4.25% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
283,727
shares
|
$15.1 Million
2.72% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
278,770
shares
|
$14.8 Million
0.04% of portfolio
|
Q1 2022
Reduced 75.52%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
276,923
shares
|
$14.7 Million
0.33% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
267,088
shares
|
$14.2 Million
1.38% of portfolio
|
Q2 2025
Reduced 9.69%
|