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 $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
10,509
shares
|
$557,502
0.49% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,503
shares
|
$557,184
0.01% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
10,385
shares
|
$550,924
0.14% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Octavia Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
10,182
shares
|
$540,155
0.06% of portfolio
|
Q2 2025
Reduced 23.4%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
10,152
shares
|
$538,563
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
10,139
shares
|
$537,873
0.04% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,131
shares
|
$537,449
0.12% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
10,098
shares
|
$535,698
0.07% of portfolio
|
Q2 2025
Added 157.87%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Aug 11, 2025 Q2 2025 |
10,000
shares
|
$530,500
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
9,939
shares
|
$527,263
8.39% of portfolio
|
Q1 2023
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,926
shares
|
$526,574
0.04% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,916
shares
|
$526,043
0.02% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
9,888
shares
|
$524,558
0.02% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
9,775
shares
|
$518,563
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
9,589
shares
|
$508,696
0.09% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
9,568
shares
|
$507,582
0.29% of portfolio
|
Q2 2022
Added 7.75%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
9,516
shares
|
$504,823
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Jul 30, 2025 Q2 2025 |
9,482
shares
|
$503,020
0.22% of portfolio
|
Q1 2025
Added 83.4%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
9,450
shares
|
$501,322
0.03% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
9,389
shares
|
$498,086
0.01% of portfolio
|
Q2 2025
Reduced 4.89%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,330
shares
|
$494,956
0.23% of portfolio
|
Q3 2023
Reduced 3.05%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
9,297
shares
|
$493,205
0.11% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
9,200
shares
|
$488,060
0.19% of portfolio
|
Q2 2024
Reduced 12.55%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
9,176
shares
|
$486,786
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
9,148
shares
|
$485,301
0.24% of portfolio
|
Q2 2025
Reduced 2.16%
|