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 316 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 |
|---|---|---|---|---|---|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jan 23, 2026 Q4 2025 |
235,280
shares
|
$12.4 Million
2.76% of portfolio
|
Q4 2025
Added 5.85%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
234,949
shares
|
$12.4 Million
0.56% of portfolio
|
Q3 2025
Reduced 0.97%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
234,665
shares
|
$12.4 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Smith, Salley & Associates
|
Jan 27, 2026 Q4 2025 |
234,437
shares
|
$12.4 Million
0.65% of portfolio
|
Q4 2025
Added 13.44%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
234,101
shares
|
$12.4 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.31%
|
|
|
Mtc Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
233,444
shares
|
$12.3 Million
5.91% of portfolio
|
Q4 2025
Reduced 0.74%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
232,140
shares
|
$12.3 Million
0.02% of portfolio
|
Q3 2025
Added 17.64%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
231,304
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
230,813
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 24.95%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
222,938
shares
|
$11.8 Million
0.31% of portfolio
|
Q3 2025
Added 32.2%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
220,984
shares
|
$11.7 Million
6.06% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 10, 2025 Q3 2025 |
220,374
shares
|
$11.6 Million
1.42% of portfolio
|
Q3 2025
Reduced 15.99%
|
|
|
Bailard, Inc.
|
Oct 30, 2025 Q3 2025 |
220,146
shares
|
$11.6 Million
0.26% of portfolio
|
Q3 2025
Added 2.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
219,936
shares
|
$11.6 Million
0.35% of portfolio
|
Q3 2025
Added 16.26%
|
|
|
Hall Capital Management CO Inc
|
Nov 12, 2025 Q3 2025 |
219,432
shares
|
$11.6 Million
4.61% of portfolio
|
Q3 2025
Added 7.15%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2025 Q3 2025 |
219,315
shares
|
$11.6 Million
0.5% of portfolio
|
Q3 2025
Added 63.73%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 13, 2025 Q3 2025 |
214,686
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2025
Added 4.47%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 06, 2026 Q4 2025 |
213,927
shares
|
$11.3 Million
0.38% of portfolio
|
Q4 2025
Reduced 0.36%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 26, 2026 Q4 2025 |
213,286
shares
|
$11.3 Million
1.5% of portfolio
|
Q4 2025
Reduced 0.88%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 21, 2026 Q4 2025 |
210,184
shares
|
$11.1 Million
3.39% of portfolio
|
Q4 2025
Added 74.46%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jan 16, 2026 Q4 2025 |
205,538
shares
|
$10.9 Million
0.81% of portfolio
|
Q4 2025
Added 9.67%
|
|
|
James Investment Research Inc
|
Jan 29, 2026 Q4 2025 |
205,328
shares
|
$10.8 Million
1.25% of portfolio
|
Q4 2025
Added 4.29%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 23, 2026 Q4 2025 |
201,853
shares
|
$10.7 Million
0.14% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
201,700
shares
|
$10.7 Million
6.21% of portfolio
|
Q3 2025
New holding
|
|
|
Galilei Investment Office LLP
London, X0 |
Nov 10, 2025 Q3 2025 |
199,086
shares
|
$10.5 Million
5.07% of portfolio
|
Q2 2025
Added 10.14%
|
|