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 1,093 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 |
|---|---|---|---|---|---|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
35,503
shares
|
$1.88 Million
0.13% of portfolio
|
Q3 2025
Reduced 16.51%
|
|
|
Permanens Capital L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
35,143
shares
|
$1.86 Million
0.3% of portfolio
|
Q3 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 07, 2026 Q4 2025 |
35,039
shares
|
$1.85 Million
0.35% of portfolio
|
Q4 2025
Reduced 2.56%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
34,957
shares
|
$1.85 Million
0.04% of portfolio
|
Q3 2025
Reduced 35.19%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 06, 2025 Q3 2025 |
34,740
shares
|
$1.83 Million
1.26% of portfolio
|
Q3 2025
Reduced 2.08%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
34,671
shares
|
$1.83 Million
0.26% of portfolio
|
Q3 2025
Reduced 6.77%
|
|
|
New World Advisors LLC
Hingham, MA |
Nov 06, 2025 Q3 2025 |
34,193
shares
|
$1.81 Million
0.33% of portfolio
|
Q3 2025
Reduced 18.35%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Nov 14, 2025 Q3 2025 |
33,981
shares
|
$1.79 Million
4.67% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
33,827
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2023
Added 264.55%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
33,756
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2025
Added 1.78%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
33,527
shares
|
$1.77 Million
0.21% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
33,515
shares
|
$1.77 Million
0.59% of portfolio
|
Q3 2025
Added 56.37%
|
|
|
Buckhead Capital Management LLC
|
Oct 09, 2025 Q3 2025 |
33,407
shares
|
$1.76 Million
0.68% of portfolio
|
Q3 2025
Added 15.18%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 07, 2025 Q3 2025 |
33,249
shares
|
$1.76 Million
0.61% of portfolio
|
Q3 2025
Reduced 23.5%
|
|
|
Godsey & Gibb Associates
|
Oct 24, 2025 Q3 2025 |
33,192
shares
|
$1.75 Million
0.16% of portfolio
|
Q3 2025
Added 8.03%
|
|
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
Nov 06, 2025 Q3 2025 |
33,144
shares
|
$1.75 Million
0.07% of portfolio
|
Q1 2025
Reduced 31.16%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
33,118
shares
|
$1.75 Million
0.3% of portfolio
|
Q3 2025
Reduced 25.38%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 30, 2025 Q3 2025 |
32,631
shares
|
$1.72 Million
1.29% of portfolio
|
Q3 2025
Added 3.55%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
32,535
shares
|
$1.72 Million
0.53% of portfolio
|
Q3 2025
Added 1.31%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
32,361
shares
|
$1.71 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.4%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
31,805
shares
|
$1.68 Million
0.06% of portfolio
|
Q2 2024
Added 8.46%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2025 Q3 2025 |
31,420
shares
|
$1.66 Million
0.48% of portfolio
|
Q4 2021
Reduced 54.08%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 15, 2025 Q3 2025 |
31,265
shares
|
$1.65 Million
0.14% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
31,163
shares
|
$1.65 Million
0.17% of portfolio
|
Q3 2025
Added 2.61%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
30,930
shares
|
$1.63 Million
0.01% of portfolio
|
Q3 2025
Added 1.53%
|
|