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 |
|---|---|---|---|---|---|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
14,599
shares
|
$771,119
0.07% of portfolio
|
Q3 2025
Added 7.67%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 14, 2026 Q4 2025 |
14,569
shares
|
$769,534
0.17% of portfolio
|
Q4 2025
Reduced 10.55%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
14,537
shares
|
$767,844
0.09% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 13, 2025 Q3 2025 |
14,500
shares
|
$765,890
0.0% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
14,149
shares
|
$747,350
0.0% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
14,057
shares
|
$742,490
0.16% of portfolio
|
Q4 2022
Added 75.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
14,045
shares
|
$741,856
0.01% of portfolio
|
Q3 2025
Added 12.66%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 13, 2026 Q4 2025 |
14,036
shares
|
$741,381
0.0% of portfolio
|
Q4 2025
Added 3.48%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 15, 2026 Q4 2025 |
13,832
shares
|
$730,606
0.5% of portfolio
|
Q4 2025
Reduced 2.18%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 29, 2025 Q3 2025 |
13,735
shares
|
$725,482
0.15% of portfolio
|
Q3 2025
Reduced 1.36%
|
|
|
Ma Private Wealth
|
Nov 05, 2025 Q3 2025 |
13,623
shares
|
$719,566
0.13% of portfolio
|
Q3 2025
Reduced 23.58%
|
|
|
Bank Hapoalim Bm
|
Oct 29, 2025 Q3 2025 |
13,585
shares
|
$717,559
0.09% of portfolio
|
Q3 2025
Reduced 3.85%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 27, 2025 Q3 2025 |
13,579
shares
|
$717,242
0.24% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,494
shares
|
$712,753
0.05% of portfolio
|
Q4 2023
Added 12.45%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,480
shares
|
$712,013
0.15% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
13,420
shares
|
$708,844
0.43% of portfolio
|
Q3 2024
Reduced 36.7%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 13, 2025 Q3 2025 |
13,378
shares
|
$706,625
0.01% of portfolio
|
Q3 2025
Added 1.83%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
13,348
shares
|
$705,041
0.11% of portfolio
|
Q3 2025
Reduced 35.14%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Oct 31, 2025 Q3 2025 |
13,337
shares
|
$704,460
0.24% of portfolio
|
Q3 2025
Added 5.39%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Oct 17, 2025 Q3 2025 |
13,325
shares
|
$703,826
0.19% of portfolio
|
Q3 2025
Reduced 4.23%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
13,304
shares
|
$702,717
1.09% of portfolio
|
Q3 2022
Reduced 6.27%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
13,145
shares
|
$694,318
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,127
shares
|
$693,368
0.08% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
13,004
shares
|
$686,871
0.0% of portfolio
|
Q3 2025
Added 22.52%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 12, 2026 Q4 2025 |
12,900
shares
|
$681,378
0.33% of portfolio
|
Q3 2024
New holding
|
|