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 |
|---|---|---|---|---|---|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
30,523
shares
|
$1.61 Million
0.17% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
30,376
shares
|
$1.6 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
30,376
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2025
Added 3.58%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2025 Q3 2025 |
30,238
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 14.66%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
30,107
shares
|
$1.59 Million
0.18% of portfolio
|
Q3 2023
Reduced 32.76%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 14, 2026 Q4 2025 |
30,100
shares
|
$1.59 Million
1.03% of portfolio
|
Q4 2025
Reduced 0.17%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30,000
shares
|
$1.58 Million
0.44% of portfolio
|
Q1 2022
Reduced 2.41%
|
|
|
Quaker Capital Investments, LLC
Pittsburgh, PA |
Nov 13, 2025 Q3 2025 |
30,000
shares
|
$1.58 Million
0.45% of portfolio
|
Q3 2025
Added 87.5%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
29,536
shares
|
$1.56 Million
0.07% of portfolio
|
Q3 2025
Added 20.63%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 07, 2025 Q3 2025 |
29,116
shares
|
$1.54 Million
0.05% of portfolio
|
Q2 2025
Reduced 0.68%
|
|
|
Pinnacle Associates LTD
|
Nov 12, 2025 Q3 2025 |
28,833
shares
|
$1.52 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.37%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 12, 2025 Q3 2025 |
28,736
shares
|
$1.52 Million
0.16% of portfolio
|
Q3 2025
Added 1.61%
|
|
|
My Legacy Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
28,731
shares
|
$1.52 Million
0.56% of portfolio
|
Q2 2025
Reduced 27.48%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Jan 14, 2026 Q4 2025 |
28,613
shares
|
$1.51 Million
0.83% of portfolio
|
Q4 2025
Reduced 14.79%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Nov 04, 2025 Q3 2025 |
28,400
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
28,304
shares
|
$1.5 Million
0.02% of portfolio
|
Q3 2025
Added 39.08%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
28,255
shares
|
$1.49 Million
0.08% of portfolio
|
Q3 2025
Reduced 5.03%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 12, 2025 Q3 2025 |
28,163
shares
|
$1.49 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.35%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 12, 2025 Q3 2025 |
28,070
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.08%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
27,766
shares
|
$1.47 Million
0.04% of portfolio
|
Q1 2024
Added 93.55%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
27,744
shares
|
$1.47 Million
0.19% of portfolio
|
Q3 2025
Added 2.71%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
27,689
shares
|
$1.46 Million
0.1% of portfolio
|
Q3 2025
Added 78.75%
|
|
|
Nordwand Advisors, LLC
Radnor, PA |
Oct 29, 2025 Q3 2025 |
27,581
shares
|
$1.46 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.17%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
27,459
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2025
Added 34.08%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 03, 2025 Q3 2025 |
27,415
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 80.07%
|
|