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 |
|---|---|---|---|---|---|
|
H&H Retirement Design & Management Inc
|
Nov 12, 2025 Q3 2025 |
39,847
shares
|
$2.1 Million
1.13% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
39,804
shares
|
$2.1 Million
0.08% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
39,767
shares
|
$2.1 Million
3.21% of portfolio
|
Q1 2023
Reduced 61.39%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
39,497
shares
|
$2.09 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.66%
|
|
|
Hollencrest Capital Management
|
Nov 03, 2025 Q3 2025 |
39,089
shares
|
$2.06 Million
0.08% of portfolio
|
Q3 2025
Reduced 30.15%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Jan 12, 2026 Q4 2025 |
38,972
shares
|
$2.06 Million
1.16% of portfolio
|
Q4 2025
Reduced 8.95%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
38,814
shares
|
$2.05 Million
0.0% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
United Financial Planning Group LLC
Hauppauge, NY |
Nov 13, 2025 Q3 2025 |
38,425
shares
|
$2.03 Million
1.28% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
38,393
shares
|
$2.03 Million
0.04% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
38,357
shares
|
$2.03 Million
0.11% of portfolio
|
Q3 2025
Added 197.96%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
38,354
shares
|
$2.03 Million
0.08% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
38,060
shares
|
$2.01 Million
0.13% of portfolio
|
Q3 2025
Reduced 3.92%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Nov 12, 2025 Q3 2025 |
38,050
shares
|
$2.01 Million
6.14% of portfolio
|
Q3 2025
Reduced 11.07%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
37,914
shares
|
$2 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
37,735
shares
|
$1.99 Million
0.55% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Nov 13, 2025 Q3 2025 |
37,424
shares
|
$1.98 Million
0.67% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
37,069
shares
|
$1.96 Million
0.03% of portfolio
|
Q3 2025
Added 34.91%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
37,005
shares
|
$1.95 Million
0.02% of portfolio
|
Q3 2025
Added 6.99%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2025 Q3 2025 |
36,890
shares
|
$1.95 Million
0.27% of portfolio
|
Q3 2025
Added 106.9%
|
|
|
Aprio Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
36,824
shares
|
$1.95 Million
0.22% of portfolio
|
Q3 2025
Reduced 4.27%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
36,592
shares
|
$1.93 Million
0.05% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
36,546
shares
|
$1.93 Million
1.28% of portfolio
|
Q3 2025
Reduced 4.07%
|
|
|
Howard Financial Services, Ltd.
|
Jan 12, 2026 Q4 2025 |
36,524
shares
|
$1.93 Million
0.23% of portfolio
|
Q4 2025
Added 157.7%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
36,009
shares
|
$1.9 Million
0.05% of portfolio
|
Q3 2025
Added 9.9%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2025 Q3 2025 |
35,628
shares
|
$1.88 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.75%
|
|