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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc.
Denver, CO |
Oct 30, 2025 Q3 2025 |
27,216
shares
|
$1.44 Million
0.93% of portfolio
|
Q3 2025
Added 0.8%
|
|
|
Alpha Financial Partners, LLC
Lexington, KY |
Nov 07, 2025 Q3 2025 |
27,203
shares
|
$1.44 Million
0.94% of portfolio
|
Q3 2025
Added 25.45%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
27,190
shares
|
$1.44 Million
0.48% of portfolio
|
Q3 2025
Reduced 14.96%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Oct 15, 2025 Q3 2025 |
27,130
shares
|
$1.43 Million
0.99% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
26,978
shares
|
$1.42 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Forte Asset Management LLC
|
Oct 30, 2025 Q3 2025 |
26,902
shares
|
$1.42 Million
0.7% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
26,782
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Added 154.99%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Nov 03, 2025 Q3 2025 |
26,720
shares
|
$1.41 Million
0.02% of portfolio
|
Q1 2023
Reduced 0.01%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Oct 27, 2025 Q3 2025 |
26,655
shares
|
$1.41 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
26,654
shares
|
$1.41 Million
1.07% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
26,531
shares
|
$1.4 Million
0.17% of portfolio
|
Q3 2025
Added 65.39%
|
|
|
Armor Investment Advisors, LLC
|
Oct 21, 2025 Q3 2025 |
26,525
shares
|
$1.4 Million
0.52% of portfolio
|
Q3 2025
Reduced 0.47%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 07, 2025 Q3 2025 |
26,432
shares
|
$1.4 Million
0.12% of portfolio
|
Q3 2025
Added 17.05%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
26,308
shares
|
$1.39 Million
0.03% of portfolio
|
Q3 2025
Added 355.94%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
25,796
shares
|
$1.36 Million
0.71% of portfolio
|
Q4 2024
Added 25.41%
|
|
|
Kovack Advisors, Inc.
|
Nov 07, 2025 Q3 2025 |
25,783
shares
|
$1.36 Million
0.13% of portfolio
|
Q3 2025
Reduced 9.72%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
25,447
shares
|
$1.34 Million
0.55% of portfolio
|
Q3 2025
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 10, 2025 Q3 2025 |
25,130
shares
|
$1.33 Million
0.08% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Nov 10, 2025 Q3 2025 |
25,035
shares
|
$1.32 Million
1.05% of portfolio
|
Q3 2025
Added 0.29%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,844
shares
|
$1.31 Million
0.09% of portfolio
|
Q4 2023
Added 83.51%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Nov 03, 2025 Q3 2025 |
24,837
shares
|
$1.31 Million
0.07% of portfolio
|
Q3 2025
Reduced 20.15%
|
|
|
Ridgewood Investments LLC
|
Oct 30, 2025 Q3 2025 |
24,799
shares
|
$1.31 Million
0.56% of portfolio
|
Q3 2025
Added 122.69%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Nov 13, 2025 Q3 2025 |
24,794
shares
|
$1.31 Million
0.45% of portfolio
|
Q2 2025
Added 17.93%
|
|
|
Sage Financial Group Inc
|
Nov 13, 2025 Q3 2025 |
24,417
shares
|
$1.29 Million
0.09% of portfolio
|
Q3 2025
Reduced 3.02%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Nov 06, 2025 Q3 2025 |
24,231
shares
|
$1.28 Million
0.75% of portfolio
|
Q3 2025
Added 3.64%
|
|