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 |
|---|---|---|---|---|---|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 09, 2025 Q3 2025 |
9,491
shares
|
$501,314
0.4% of portfolio
|
Q3 2025
Added 16.67%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
9,450
shares
|
$499,149
0.03% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,330
shares
|
$492,810
0.23% of portfolio
|
Q3 2023
Reduced 3.05%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
9,200
shares
|
$485,944
0.18% of portfolio
|
Q2 2024
Reduced 12.55%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
9,173
shares
|
$484,517
0.01% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
9,148
shares
|
$483,197
0.21% of portfolio
|
Q2 2025
Reduced 2.16%
|
|
|
Asset Allocation & Management Company, LLC
|
Jan 12, 2026 Q4 2025 |
9,139
shares
|
$482,721
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
9,138
shares
|
$482,669
0.23% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Flagship Harbor Advisors, LLC
|
Nov 05, 2025 Q3 2025 |
9,091
shares
|
$480,186
0.02% of portfolio
|
Q3 2025
Added 123.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
9,001
shares
|
$475,432
0.1% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Nov 06, 2025 Q3 2025 |
9,000
shares
|
$475,380
0.41% of portfolio
|
Q1 2025
Reduced 10.0%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
8,886
shares
|
$469,358
0.11% of portfolio
|
Q3 2025
Added 5.33%
|
|
|
Clarendon Private LLC
Boston, MA |
Nov 03, 2025 Q3 2025 |
8,884
shares
|
$469,252
0.43% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
8,882
shares
|
$469,147
0.06% of portfolio
|
Q1 2025
Reduced 5.33%
|
|
|
Tag Stone Capital, Inc.
|
Nov 05, 2025 Q3 2025 |
8,778
shares
|
$463,653
0.2% of portfolio
|
Q3 2025
Reduced 18.05%
|
|
|
D.B. Root & Company, LLC
|
Nov 05, 2025 Q3 2025 |
8,705
shares
|
$459,798
0.13% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jan 07, 2026 Q4 2025 |
8,661
shares
|
$457,474
0.01% of portfolio
|
Q4 2025
Added 26.36%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
8,650
shares
|
$456,893
0.03% of portfolio
|
Q3 2025
Reduced 18.13%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
8,583
shares
|
$453,354
0.05% of portfolio
|
Q4 2025
Reduced 0.12%
|
|
|
Successful Portfolios LLC
|
Oct 15, 2025 Q3 2025 |
8,486
shares
|
$448,230
0.26% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Met Life Investment Management, LLC
Whippany, NJ |
Nov 13, 2025 Q3 2025 |
8,404
shares
|
$443,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Feb 13, 2025 Q4 2024 |
8,404
shares
|
$443,899
0.45% of portfolio
|
Q3 2023
Reduced 5.32%
|
|
|
Legacy Bridge, LLC
|
Nov 12, 2025 Q3 2025 |
8,382
shares
|
$442,737
0.21% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Nov 12, 2025 Q3 2025 |
8,352
shares
|
$441,152
0.17% of portfolio
|
Q3 2025
Added 373.47%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
8,338
shares
|
$440,413
0.24% of portfolio
|
Q4 2025
Reduced 2.1%
|
|