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 |
|---|---|---|---|---|---|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
220,984
shares
|
$11.7 Million
6.06% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
219,005
shares
|
$11.6 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.44%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
215,228
shares
|
$11.4 Million
0.27% of portfolio
|
Q2 2025
Added 29.6%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
215,179
shares
|
$11.4 Million
1.54% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
214,451
shares
|
$11.4 Million
0.16% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
213,987
shares
|
$11.4 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
212,946
shares
|
$11.3 Million
1.08% of portfolio
|
Q2 2025
Reduced 61.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
212,544
shares
|
$11.3 Million
0.03% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
209,465
shares
|
$11.1 Million
1.72% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
208,052
shares
|
$11.1 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
206,655
shares
|
$11 Million
0.59% of portfolio
|
Q3 2025
Added 24.45%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
205,500
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.96%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
204,782
shares
|
$10.9 Million
4.58% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
200,553
shares
|
$10.7 Million
1.3% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Galilei Investment Office LLP
London, X0 |
Jul 28, 2025 Q2 2025 |
199,086
shares
|
$10.6 Million
5.34% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
197,323
shares
|
$10.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
196,581
shares
|
$10.4 Million
0.43% of portfolio
|
Q2 2025
Reduced 6.59%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
194,430
shares
|
$10.3 Million
0.06% of portfolio
|
Q4 2024
Added 33.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
193,455
shares
|
$10.3 Million
1.15% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
192,744
shares
|
$10.2 Million
0.06% of portfolio
|
Q3 2025
Added 49.49%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
189,183
shares
|
$10.1 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
187,413
shares
|
$9.96 Million
0.77% of portfolio
|
Q3 2025
Added 33.0%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
187,107
shares
|
$9.94 Million
0.65% of portfolio
|
Q3 2025
Reduced 1.8%
|
|
|
American Family Investments, Inc.
Madison, WI |
Aug 15, 2025 Q2 2025 |
185,000
shares
|
$9.83 Million
0.53% of portfolio
|
Q1 2025
Reduced 72.41%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
183,349
shares
|
$9.74 Million
0.03% of portfolio
|
Q3 2025
Reduced 10.3%
|