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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
276,923
shares
|
$14.6 Million
0.33% of portfolio
|
Q2 2025
Added 7.36%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Jul 07, 2025 Q2 2025 |
274,889
shares
|
$14.5 Million
5.89% of portfolio
|
Q2 2025
Added 8.89%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Aug 14, 2025 Q2 2025 |
267,088
shares
|
$14.1 Million
1.38% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Aug 12, 2025 Q2 2025 |
264,681
shares
|
$13.9 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.18%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
264,460
shares
|
$13.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.36%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
262,308
shares
|
$13.8 Million
1.75% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
260,576
shares
|
$13.7 Million
0.19% of portfolio
|
Q2 2025
Added 474.17%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
253,505
shares
|
$13.4 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
252,294
shares
|
$13.3 Million
0.29% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
251,100
shares
|
$13.2 Million
15.49% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
250,999
shares
|
$13.2 Million
1.72% of portfolio
|
Q2 2023
Reduced 3.13%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
248,321
shares
|
$13.1 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
247,224
shares
|
$13 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
246,354
shares
|
$13 Million
3.61% of portfolio
|
Q4 2024
Reduced 37.86%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
246,185
shares
|
$13 Million
0.74% of portfolio
|
Q2 2025
Added 0.71%
|
|
|
Kwmg, LLC
|
Jul 15, 2025 Q2 2025 |
239,691
shares
|
$12.6 Million
1.21% of portfolio
|
Q2 2025
Added 6.66%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
239,318
shares
|
$12.6 Million
3.82% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
237,361
shares
|
$12.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 34.42%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
237,262
shares
|
$12.5 Million
0.59% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Mtc Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
236,694
shares
|
$12.5 Million
6.03% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
234,665
shares
|
$12.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
229,405
shares
|
$12.1 Million
1.93% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Bernardo Wealth Planning LLC
|
Aug 13, 2025 Q2 2025 |
228,095
shares
|
$12 Million
2.61% of portfolio
|
Q2 2025
Added 2.1%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
223,837
shares
|
$11.8 Million
1.72% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
220,984
shares
|
$11.6 Million
6.06% of portfolio
|
Q1 2023
Reduced 3.68%
|