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 |
|---|---|---|---|---|---|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
11,012
shares
|
$581,653
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 15, 2026 Q4 2025 |
11,011
shares
|
$581,601
0.24% of portfolio
|
Q4 2025
Reduced 0.7%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Oct 27, 2025 Q3 2025 |
10,979
shares
|
$579,910
0.41% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
10,976
shares
|
$579,752
0.1% of portfolio
|
Q4 2024
Reduced 52.24%
|
|
|
Sage Advisors, LLC
Boulder, CO |
Jan 13, 2026 Q4 2025 |
10,953
shares
|
$578,537
0.38% of portfolio
|
Q4 2025
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Oct 23, 2025 Q3 2025 |
10,786
shares
|
$569,716
0.4% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
10,706
shares
|
$565,490
0.01% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
10,664
shares
|
$563,272
0.15% of portfolio
|
Q4 2025
Added 84.63%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Nov 12, 2025 Q3 2025 |
10,594
shares
|
$559,575
0.14% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Wealth Advisory Solutions, LLC
|
Oct 27, 2025 Q3 2025 |
10,450
shares
|
$551,969
0.13% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Nov 12, 2025 Q3 2025 |
10,444
shares
|
$551,652
0.09% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
American Financial Advisors, LLC
|
Oct 27, 2025 Q3 2025 |
10,443
shares
|
$551,599
0.07% of portfolio
|
Q3 2025
Reduced 17.11%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
10,257
shares
|
$541,774
0.02% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Essex Financial Services, Inc.
|
Nov 07, 2025 Q3 2025 |
10,152
shares
|
$536,228
0.03% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,131
shares
|
$535,119
0.12% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 15, 2026 Q4 2025 |
10,108
shares
|
$533,904
0.01% of portfolio
|
Q4 2025
Added 37.41%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2025 Q3 2025 |
10,062
shares
|
$531,474
0.0% of portfolio
|
Q3 2025
Added 19.76%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$528,200
0.26% of portfolio
|
Q1 2024
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
9,939
shares
|
$524,977
8.39% of portfolio
|
Q1 2023
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
9,933
shares
|
$524,661
0.0% of portfolio
|
Q3 2025
Added 30.01%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 09, 2025 Q3 2025 |
9,916
shares
|
$523,763
0.02% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
9,687
shares
|
$511,667
0.0% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
9,591
shares
|
$506,596
0.04% of portfolio
|
Q3 2025
Reduced 3.37%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
9,568
shares
|
$505,381
0.27% of portfolio
|
Q2 2022
Added 7.75%
|
|
|
Caprock Group, Inc.
|
Nov 06, 2025 Q3 2025 |
9,556
shares
|
$504,747
0.01% of portfolio
|
Q3 2025
Added 4.14%
|
|