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 |
|---|---|---|---|---|---|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Nov 14, 2025 Q3 2025 |
16,050
shares
|
$847,761
0.07% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
16,032
shares
|
$846,810
0.39% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
15,953
shares
|
$842,637
0.02% of portfolio
|
Q3 2025
Added 23.5%
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
15,949
shares
|
$842,426
0.29% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
15,902
shares
|
$839,943
0.02% of portfolio
|
Q3 2025
Reduced 14.39%
|
|
|
Allie Family Office LLC
|
Nov 14, 2025 Q3 2025 |
15,640
shares
|
$826,104
0.36% of portfolio
|
Q3 2025
Added 1.16%
|
|
|
Forum Private Client Group LLC
|
Nov 05, 2025 Q3 2025 |
15,489
shares
|
$818,128
0.29% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Cardinal Capital Management
|
Oct 23, 2025 Q3 2025 |
15,340
shares
|
$810,258
0.11% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Waters Parkerson & Co., LLC
|
Oct 28, 2025 Q3 2025 |
15,320
shares
|
$809,202
0.04% of portfolio
|
Q3 2025
Added 6.61%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
15,150
shares
|
$800,223
0.03% of portfolio
|
Q3 2025
Reduced 14.21%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
15,144
shares
|
$799,906
0.04% of portfolio
|
Q3 2025
Reduced 6.07%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
15,006
shares
|
$792,616
0.04% of portfolio
|
Q3 2025
Reduced 10.78%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 10, 2025 Q3 2025 |
14,994
shares
|
$791,983
0.34% of portfolio
|
Q3 2025
Added 4.92%
|
|
|
Sky Oak Wealth, LLC
|
Oct 23, 2025 Q3 2025 |
14,943
shares
|
$789,289
0.15% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Oct 29, 2025 Q3 2025 |
14,862
shares
|
$785,010
0.05% of portfolio
|
Q3 2025
Added 23.33%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
14,816
shares
|
$782,581
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
14,790
shares
|
$781,207
0.09% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
First International Bank Of Israel Ltd.
Tel Aviv, |
Nov 12, 2025 Q3 2025 |
14,760
shares
|
$779,623
0.44% of portfolio
|
Q3 2025
Added 16.5%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
14,731
shares
|
$778,091
0.06% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
14,729
shares
|
$777,985
0.09% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14,726
shares
|
$777,827
0.11% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
14,723
shares
|
$777,668
0.18% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
14,658
shares
|
$774,235
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
M&T Bank Corp
|
Nov 14, 2025 Q3 2025 |
14,640
shares
|
$773,284
0.0% of portfolio
|
Q3 2025
Reduced 10.62%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Nov 06, 2025 Q3 2025 |
14,630
shares
|
$772,756
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|