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 314 Million shares, which have been reported (via 13F filing form) to have a value of $16.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearwater Capital Advisors, LLC
|
Nov 14, 2025 Q3 2025 |
1,148,036
shares
|
$60.6 Million
5.69% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Sona Asset Management (Us) LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,135,000
shares
|
$60 Million
2.75% of portfolio
|
Q3 2025
Reduced 55.23%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
1,102,081
shares
|
$58.2 Million
21.79% of portfolio
|
Q3 2025
Added 18.64%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
1,093,436
shares
|
$57.8 Million
0.07% of portfolio
|
Q3 2025
Added 21.89%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 12, 2025 Q3 2025 |
1,001,455
shares
|
$52.9 Million
0.95% of portfolio
|
Q3 2025
Added 11.19%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
962,538
shares
|
$50.8 Million
8.11% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
958,747
shares
|
$50.6 Million
0.08% of portfolio
|
Q3 2025
Added 2.5%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2025 Q3 2025 |
894,272
shares
|
$47.2 Million
0.36% of portfolio
|
Q2 2025
Added 31.59%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
893,675
shares
|
$47.2 Million
7.85% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 10, 2025 Q3 2025 |
880,678
shares
|
$46.5 Million
2.74% of portfolio
|
Q3 2025
Reduced 23.61%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Oct 24, 2025 Q3 2025 |
869,601
shares
|
$45.9 Million
2.14% of portfolio
|
Q3 2025
Added 7.59%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
863,658
shares
|
$45.6 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2025 Q3 2025 |
858,781
shares
|
$45.4 Million
0.54% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
836,316
shares
|
$44.2 Million
0.69% of portfolio
|
Q2 2023
Added 8.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
825,647
shares
|
$43.6 Million
0.02% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Cutler Investment Counsel LLC
|
Nov 04, 2025 Q3 2025 |
812,018
shares
|
$42.9 Million
4.62% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
811,596
shares
|
$42.9 Million
8.68% of portfolio
|
Q4 2023
New holding
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 27, 2025 Q3 2025 |
787,763
shares
|
$41.6 Million
3.49% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
775,356
shares
|
$41 Million
0.25% of portfolio
|
Q2 2023
Reduced 23.74%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Oct 27, 2025 Q3 2025 |
774,000
shares
|
$40.9 Million
0.02% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
756,152
shares
|
$39.9 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
746,883
shares
|
$39.5 Million
2.8% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Dakota Wealth Management
|
Nov 10, 2025 Q3 2025 |
744,548
shares
|
$39.3 Million
0.82% of portfolio
|
Q3 2025
Added 8.35%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 13, 2025 Q3 2025 |
742,151
shares
|
$39.2 Million
0.15% of portfolio
|
Q3 2025
Reduced 1.47%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
717,937
shares
|
$37.9 Million
0.86% of portfolio
|
Q3 2025
Added 18.76%
|
|