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 |
|---|---|---|---|---|---|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 10, 2025 Q3 2025 |
8,329
shares
|
$439,937
0.04% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Cfm Wealth Partners LLC
|
Nov 03, 2025 Q3 2025 |
8,285
shares
|
$437,613
0.06% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
8,269
shares
|
$436,768
0.0% of portfolio
|
Q2 2025
Reduced 82.42%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Nov 13, 2025 Q3 2025 |
8,211
shares
|
$433,705
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 14, 2026 Q4 2025 |
8,211
shares
|
$433,705
0.09% of portfolio
|
Q4 2025
Added 1.52%
|
|
|
Boyd Watterson Asset Management LLC
|
Nov 05, 2025 Q3 2025 |
8,204
shares
|
$433,335
0.13% of portfolio
|
Q3 2025
Reduced 7.55%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
8,200
shares
|
$433,124
0.03% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
8,200
shares
|
$433,124
1.12% of portfolio
|
Q4 2021
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
8,151
shares
|
$430,535
0.04% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Patton Albertson Miller Group, LLC
|
Nov 03, 2025 Q3 2025 |
8,125
shares
|
$429,162
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 13, 2026 Q4 2025 |
8,021
shares
|
$423,669
0.25% of portfolio
|
Q4 2025
Added 11.54%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
8,000
shares
|
$422,560
0.12% of portfolio
|
Q3 2022
Added 14.29%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
7,963
shares
|
$420,605
0.03% of portfolio
|
Q3 2025
Added 1.96%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
7,920
shares
|
$418,334
0.18% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Nov 05, 2025 Q3 2025 |
7,914
shares
|
$418,017
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
7,853
shares
|
$414,795
0.06% of portfolio
|
Q3 2025
Reduced 10.38%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Nov 12, 2025 Q3 2025 |
7,816
shares
|
$412,841
0.06% of portfolio
|
Q3 2025
Reduced 2.28%
|
|
|
First United Bank & Trust
|
Oct 27, 2025 Q3 2025 |
7,804
shares
|
$412,207
0.14% of portfolio
|
Q3 2025
Added 1.1%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
7,773
shares
|
$410,569
0.02% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
7,755
shares
|
$409,619
0.02% of portfolio
|
Q3 2025
Reduced 26.99%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 27, 2025 Q3 2025 |
7,712
shares
|
$407,347
0.01% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
7,692
shares
|
$406,291
0.06% of portfolio
|
Q3 2025
Reduced 3.2%
|
|
|
Rmr Wealth Builders
|
Nov 05, 2025 Q3 2025 |
7,651
shares
|
$404,125
0.03% of portfolio
|
Q3 2025
Reduced 54.85%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
7,597
shares
|
$401,273
0.06% of portfolio
|
Q3 2025
Reduced 20.77%
|
|
|
One Advisory Partners, LLC
|
Jan 12, 2026 Q4 2025 |
7,583
shares
|
$400,534
0.14% of portfolio
|
Q4 2025
Added 16.46%
|
|