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 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 |
|---|---|---|---|---|---|
|
Disciplina Capital Management LLC
Nashville, TN |
Aug 14, 2025 Q2 2025 |
262,308
shares
|
$13.9 Million
1.75% of portfolio
|
Q2 2025
Added 12.85%
|
|
|
Kwmg, LLC
|
Oct 08, 2025 Q3 2025 |
262,231
shares
|
$13.9 Million
1.24% of portfolio
|
Q3 2025
Added 9.4%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
260,576
shares
|
$13.8 Million
0.19% of portfolio
|
Q2 2025
Added 474.17%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
255,348
shares
|
$13.6 Million
3.85% of portfolio
|
Q3 2025
Added 6.7%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 14, 2025 Q3 2025 |
255,304
shares
|
$13.6 Million
0.74% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
253,505
shares
|
$13.5 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
252,294
shares
|
$13.4 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
|
$13.3 Million
15.49% of portfolio
|
Q2 2025
Added 5.19%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
250,999
shares
|
$13.3 Million
1.72% of portfolio
|
Q2 2023
Reduced 3.13%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
250,332
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 22, 2025 Q3 2025 |
248,757
shares
|
$13.2 Million
2.6% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
248,321
shares
|
$13.2 Million
0.91% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
247,224
shares
|
$13.1 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.11%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
246,354
shares
|
$13.1 Million
3.61% of portfolio
|
Q4 2024
Reduced 37.86%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
243,515
shares
|
$12.9 Million
1.21% of portfolio
|
Q3 2025
Added 7.49%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
238,386
shares
|
$12.7 Million
0.27% of portfolio
|
Q3 2025
Reduced 62.21%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
237,361
shares
|
$12.6 Million
0.3% of portfolio
|
Q2 2025
Reduced 34.42%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
237,262
shares
|
$12.6 Million
0.59% of portfolio
|
Q2 2025
Reduced 7.02%
|
|
|
Mtc Wealth Management LLC
|
Jul 30, 2025 Q2 2025 |
236,694
shares
|
$12.6 Million
6.03% of portfolio
|
Q2 2025
Reduced 3.19%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
234,665
shares
|
$12.5 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
229,405
shares
|
$12.2 Million
1.93% of portfolio
|
Q2 2025
Reduced 7.87%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
228,642
shares
|
$12.1 Million
0.11% of portfolio
|
Q2 2025
Reduced 50.3%
|
|
|
Secure Asset Management, LLC
|
Oct 09, 2025 Q3 2025 |
228,482
shares
|
$12.1 Million
2.07% of portfolio
|
Q3 2025
Added 24.51%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
222,277
shares
|
$11.8 Million
2.76% of portfolio
|
Q3 2025
Added 16.45%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
220,984
shares
|
$11.7 Million
6.06% of portfolio
|
Q1 2023
Reduced 3.68%
|