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 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 |
|---|---|---|---|---|---|
|
Outlook Wealth Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
117,194
shares
|
$6.19 Million
1.88% of portfolio
|
Q3 2025
Added 11.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
117,062
shares
|
$6.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2025 Q3 2025 |
111,840
shares
|
$5.91 Million
0.96% of portfolio
|
Q3 2025
Reduced 4.01%
|
|
|
Shore Point Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
111,480
shares
|
$5.89 Million
2.77% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 13, 2025 Q3 2025 |
110,828
shares
|
$5.85 Million
0.64% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
110,681
shares
|
$5.85 Million
0.33% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
108,678
shares
|
$5.74 Million
0.09% of portfolio
|
Q4 2025
Added 289.04%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 07, 2026 Q4 2025 |
108,284
shares
|
$5.72 Million
0.22% of portfolio
|
Q4 2025
Reduced 6.26%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
107,020
shares
|
$5.65 Million
0.34% of portfolio
|
Q3 2025
Reduced 7.81%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
105,178
shares
|
$5.56 Million
0.13% of portfolio
|
Q3 2025
Added 18.44%
|
|
|
Investment Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
103,266
shares
|
$5.45 Million
1.98% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 12, 2025 Q3 2025 |
102,680
shares
|
$5.42 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 13, 2026 Q4 2025 |
101,516
shares
|
$5.36 Million
0.4% of portfolio
|
Q4 2025
Added 1.53%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2025 Q3 2025 |
101,462
shares
|
$5.36 Million
0.87% of portfolio
|
Q3 2025
New holding
|
|
|
Endurance Services LTD
Purchase, NY |
Nov 12, 2025 Q3 2025 |
100,582
shares
|
$5.31 Million
0.89% of portfolio
|
Q4 2023
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
98,889
shares
|
$5.22 Million
0.01% of portfolio
|
Q3 2025
Added 12.79%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
97,901
shares
|
$5.17 Million
0.93% of portfolio
|
Q3 2025
Added 3.51%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 12, 2025 Q3 2025 |
97,698
shares
|
$5.16 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 13, 2025 Q3 2025 |
96,342
shares
|
$5.09 Million
0.35% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Financial Group
|
Oct 07, 2025 Q3 2025 |
95,920
shares
|
$5.07 Million
0.54% of portfolio
|
Q3 2025
Reduced 8.89%
|
|
|
Crescent Grove Advisors, LLC
|
Nov 13, 2025 Q3 2025 |
95,537
shares
|
$5.05 Million
0.51% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
94,971
shares
|
$5.02 Million
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Nov 12, 2025 Q3 2025 |
93,764
shares
|
$4.95 Million
0.1% of portfolio
|
Q3 2025
Reduced 12.18%
|
|
|
Trinity Legacy Partners, LLC
|
Nov 04, 2025 Q3 2025 |
92,931
shares
|
$4.91 Million
1.17% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
92,803
shares
|
$4.9 Million
0.51% of portfolio
|
Q1 2024
Reduced 14.46%
|
|