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 |
|---|---|---|---|---|---|
|
Fire Capital Management LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
53,518
shares
|
$2.83 Million
1.63% of portfolio
|
Q3 2025
Added 23.71%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 05, 2025 Q3 2025 |
53,508
shares
|
$2.83 Million
0.73% of portfolio
|
Q3 2025
Added 12.26%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
53,236
shares
|
$2.81 Million
0.04% of portfolio
|
Q3 2025
Added 37.29%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 08, 2025 Q3 2025 |
53,230
shares
|
$2.81 Million
0.21% of portfolio
|
Q3 2025
Reduced 46.4%
|
|
|
La Fleur & Godfrey LLC
|
Nov 10, 2025 Q3 2025 |
53,220
shares
|
$2.81 Million
0.35% of portfolio
|
Q3 2025
Added 99.74%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
53,098
shares
|
$2.8 Million
0.04% of portfolio
|
Q3 2025
Added 47.47%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
52,234
shares
|
$2.76 Million
0.02% of portfolio
|
Q3 2025
Added 34.13%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
51,717
shares
|
$2.73 Million
0.3% of portfolio
|
Q2 2023
Reduced 1.61%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 13, 2026 Q4 2025 |
51,533
shares
|
$2.72 Million
0.39% of portfolio
|
Q4 2025
Added 43.41%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
51,395
shares
|
$2.71 Million
1.67% of portfolio
|
Q3 2025
Reduced 11.22%
|
|
|
Gemmer Asset Management LLC
|
Oct 15, 2025 Q3 2025 |
51,381
shares
|
$2.71 Million
0.23% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 05, 2025 Q3 2025 |
51,160
shares
|
$2.7 Million
0.06% of portfolio
|
Q2 2025
Reduced 26.04%
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
51,075
shares
|
$2.7 Million
0.65% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
51,006
shares
|
$2.69 Million
1.39% of portfolio
|
Q1 2024
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
50,722
shares
|
$2.68 Million
0.13% of portfolio
|
Q4 2025
Reduced 23.62%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 12, 2025 Q3 2025 |
50,485
shares
|
$2.67 Million
0.13% of portfolio
|
Q3 2025
Added 13.97%
|
|
|
Becker Capital Management Inc
|
Nov 12, 2025 Q3 2025 |
50,359
shares
|
$2.66 Million
0.08% of portfolio
|
Q3 2025
Added 6.75%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Nov 14, 2025 Q3 2025 |
49,927
shares
|
$2.64 Million
0.03% of portfolio
|
Q3 2025
Reduced 7.19%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
49,862
shares
|
$2.63 Million
0.65% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Cabot Wealth Management Inc
|
Oct 31, 2025 Q3 2025 |
49,786
shares
|
$2.63 Million
0.29% of portfolio
|
Q3 2025
Added 8.88%
|
|
|
Running Point Capital Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
48,937
shares
|
$2.58 Million
0.72% of portfolio
|
Q3 2025
Added 3.11%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Oct 07, 2025 Q3 2025 |
48,334
shares
|
$2.55 Million
1.81% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Oct 28, 2025 Q3 2025 |
48,255
shares
|
$2.55 Million
0.1% of portfolio
|
Q3 2025
Added 6.28%
|
|
|
Steinberganna Wealth Management
Huntington, NY |
Oct 23, 2025 Q3 2025 |
48,222
shares
|
$2.55 Million
1.2% of portfolio
|
Q3 2025
New holding
|
|
|
Courier Capital LLC
|
Oct 29, 2025 Q3 2025 |
48,118
shares
|
$2.54 Million
0.15% of portfolio
|
Q3 2025
Reduced 9.6%
|
|