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 |
|---|---|---|---|---|---|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
47,814
shares
|
$2.53 Million
0.61% of portfolio
|
Q3 2025
Added 0.21%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2026 Q4 2025 |
47,494
shares
|
$2.51 Million
0.09% of portfolio
|
Q4 2025
Added 1.06%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
47,071
shares
|
$2.49 Million
0.44% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Nov 13, 2025 Q3 2025 |
46,920
shares
|
$2.48 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
46,904
shares
|
$2.48 Million
0.09% of portfolio
|
Q3 2025
Added 119.12%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
45,938
shares
|
$2.43 Million
0.05% of portfolio
|
Q4 2025
Added 46.2%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
45,762
shares
|
$2.42 Million
0.16% of portfolio
|
Q2 2022
Added 10.29%
|
|
|
Unified Investment Management
Atlanta, GA |
Oct 27, 2025 Q3 2025 |
45,686
shares
|
$2.41 Million
2.42% of portfolio
|
Q3 2025
Added 9.65%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
45,612
shares
|
$2.41 Million
0.16% of portfolio
|
Q4 2025
Reduced 0.03%
|
|
|
Rhs Financial, LLC
|
Jan 15, 2026 Q4 2025 |
45,603
shares
|
$2.41 Million
1.25% of portfolio
|
Q4 2025
Reduced 24.46%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,459
shares
|
$2.4 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.21%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 30, 2025 Q3 2025 |
44,926
shares
|
$2.37 Million
0.19% of portfolio
|
Q3 2025
Added 24.39%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
44,241
shares
|
$2.34 Million
0.81% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
43,902
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
43,518
shares
|
$2.3 Million
0.06% of portfolio
|
Q3 2025
Reduced 1.08%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 14, 2025 Q3 2025 |
43,506
shares
|
$2.3 Million
2.06% of portfolio
|
Q3 2025
Added 29.36%
|
|
|
Burke & Herbert Bank & Trust CO
|
Nov 07, 2025 Q3 2025 |
43,480
shares
|
$2.3 Million
0.52% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 06, 2025 Q3 2025 |
42,753
shares
|
$2.26 Million
1.27% of portfolio
|
Q3 2025
Reduced 9.57%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 17, 2025 Q3 2025 |
41,630
shares
|
$2.2 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Ifrah Financial Services, Inc.
|
Oct 22, 2025 Q3 2025 |
41,278
shares
|
$2.18 Million
0.57% of portfolio
|
Q3 2025
Reduced 0.76%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
41,176
shares
|
$2.17 Million
0.09% of portfolio
|
Q3 2025
Reduced 20.28%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
41,100
shares
|
$2.17 Million
0.07% of portfolio
|
Q3 2025
Reduced 53.0%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
40,674
shares
|
$2.15 Million
0.3% of portfolio
|
Q2 2025
Reduced 12.45%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2025 Q3 2025 |
40,584
shares
|
$2.14 Million
0.11% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
Nov 13, 2025 Q3 2025 |
40,320
shares
|
$2.13 Million
0.52% of portfolio
|
Q1 2025
Added 18.8%
|
|