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 |
|---|---|---|---|---|---|
|
Edgemoor Investment Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
6,910
shares
|
$364,986
0.03% of portfolio
|
Q3 2025
Added 22.08%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
6,888
shares
|
$363,824
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,879
shares
|
$363,348
0.03% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,839
shares
|
$361,235
0.14% of portfolio
|
Q1 2022
Reduced 13.23%
|
|
|
Value Partners Investments Inc.
|
Jan 07, 2026 Q4 2025 |
6,833
shares
|
$360,919
0.03% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
6,822
shares
|
$360,338
0.03% of portfolio
|
Q3 2025
Reduced 8.55%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 15, 2026 Q4 2025 |
6,751
shares
|
$356,587
0.22% of portfolio
|
Q3 2025
Reduced 2.85%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,674
shares
|
$352,520
0.03% of portfolio
|
Q4 2022
Added 11.87%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 04, 2025 Q3 2025 |
6,671
shares
|
$352,362
0.13% of portfolio
|
Q3 2025
Added 9.32%
|
|
|
Aspiriant, LLC
|
Oct 24, 2025 Q3 2025 |
6,604
shares
|
$348,823
0.01% of portfolio
|
Q3 2025
Reduced 14.94%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Oct 20, 2025 Q3 2025 |
6,600
shares
|
$348,612
0.1% of portfolio
|
Q3 2023
Added 34.69%
|
|
|
Seelaus Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
6,551
shares
|
$346,023
0.3% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
6,540
shares
|
$345,442
0.01% of portfolio
|
Q3 2025
Added 12.45%
|
|
|
Ninety One Uk LTD
London, X0 |
Nov 13, 2025 Q3 2025 |
6,520
shares
|
$344,386
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
6,461
shares
|
$341,270
0.01% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
6,459
shares
|
$341,164
0.01% of portfolio
|
Q3 2025
Added 66.9%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Oct 27, 2025 Q3 2025 |
6,430
shares
|
$339,632
0.02% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
6,407
shares
|
$338,417
0.19% of portfolio
|
Q2 2022
Reduced 46.19%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
6,407
shares
|
$338,417
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
West Wealth Group, LLC
|
Oct 27, 2025 Q3 2025 |
6,345
shares
|
$335,142
0.09% of portfolio
|
Q3 2025
Added 18.16%
|
|
|
Adviser Investments LLC
|
Nov 10, 2025 Q3 2025 |
6,322
shares
|
$333,928
0.0% of portfolio
|
Q3 2025
Reduced 17.36%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
6,309
shares
|
$333,241
0.04% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
6,296
shares
|
$332,554
0.01% of portfolio
|
Q3 2025
Added 58.71%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 12, 2026 Q4 2025 |
6,216
shares
|
$328,329
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Caprin Asset Management LLC
Henrico, VA |
Jan 24, 2023 Q4 2022 |
6,198
shares
|
$327,378
0.48% of portfolio
|
Q4 2022
Reduced 37.58%
|
|