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 |
|---|---|---|---|---|---|
|
Martin Capital Partners, LLC
|
Jan 06, 2026 Q4 2025 |
91,634
shares
|
$4.84 Million
1.82% of portfolio
|
Q4 2025
Added 0.0%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2025 Q3 2025 |
90,861
shares
|
$4.8 Million
3.55% of portfolio
|
Q3 2025
Added 11.99%
|
|
|
Ntv Asset Management LLC
|
Oct 21, 2025 Q3 2025 |
88,931
shares
|
$4.7 Million
0.53% of portfolio
|
Q3 2025
Added 12.21%
|
|
|
South State Corp
|
Nov 05, 2025 Q3 2025 |
88,679
shares
|
$4.68 Million
0.22% of portfolio
|
Q3 2025
Reduced 0.36%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
88,567
shares
|
$4.68 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Graybill Bartz & Assoc LTD
|
Nov 24, 2025 Q3 2025 |
87,281
shares
|
$4.61 Million
1.57% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
United Bank
Vienna, VA |
Nov 07, 2025 Q3 2025 |
86,023
shares
|
$4.54 Million
0.55% of portfolio
|
Q3 2025
Added 6.81%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
85,299
shares
|
$4.51 Million
0.51% of portfolio
|
Q2 2022
Reduced 12.82%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
84,263
shares
|
$4.45 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Parsons Capital Management Inc
|
Jan 13, 2026 Q4 2025 |
83,409
shares
|
$4.41 Million
0.25% of portfolio
|
Q4 2025
Added 47.11%
|
|
|
Gradient Capital Advisors, LLC
|
Oct 24, 2025 Q3 2025 |
82,861
shares
|
$4.38 Million
1.23% of portfolio
|
Q3 2025
Added 14.03%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
82,641
shares
|
$4.37 Million
0.0% of portfolio
|
Q3 2025
Added 22.04%
|
|
|
Bull Street Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
82,490
shares
|
$4.36 Million
2.04% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Nov 03, 2025 Q3 2025 |
82,479
shares
|
$4.36 Million
1.47% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Boltwood Capital Management
|
Jan 02, 2026 Q4 2025 |
82,365
shares
|
$4.35 Million
1.11% of portfolio
|
Q4 2025
Added 2.46%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
82,331
shares
|
$4.35 Million
2.96% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Gsb Wealth Management, LLC
|
Oct 21, 2025 Q3 2025 |
82,226
shares
|
$4.34 Million
1.06% of portfolio
|
Q3 2025
Reduced 2.35%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 28, 2025 Q3 2025 |
80,804
shares
|
$4.27 Million
0.45% of portfolio
|
Q3 2025
Added 6.87%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Oct 28, 2025 Q3 2025 |
80,249
shares
|
$4.24 Million
0.28% of portfolio
|
Q3 2025
Reduced 8.8%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
79,434
shares
|
$4.2 Million
0.02% of portfolio
|
Q3 2025
Added 10.14%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
79,201
shares
|
$4.18 Million
1.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Ascent Group, LLC
|
Oct 20, 2025 Q3 2025 |
78,819
shares
|
$4.16 Million
0.16% of portfolio
|
Q3 2025
Added 10.85%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jan 12, 2026 Q4 2025 |
78,601
shares
|
$4.15 Million
0.93% of portfolio
|
Q4 2025
Added 34.78%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 08, 2026 Q4 2025 |
77,901
shares
|
$4.11 Million
1.53% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Nov 13, 2025 Q3 2025 |
76,744
shares
|
$4.05 Million
0.29% of portfolio
|
Q3 2025
Added 4.65%
|
|