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 |
|---|---|---|---|---|---|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
5,552
shares
|
$293,256
0.03% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
5,486
shares
|
$289,770
0.01% of portfolio
|
Q3 2025
Reduced 2.23%
|
|
|
Waypoint Wealth Counsel
Atlanta, GA |
Oct 20, 2025 Q3 2025 |
5,485
shares
|
$289,717
0.11% of portfolio
|
Q3 2025
Reduced 21.64%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
5,480
shares
|
$289,453
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
5,450
shares
|
$287,869
0.03% of portfolio
|
Q2 2025
Reduced 6.84%
|
|
|
Evanson Asset Management, LLC
|
Jan 12, 2026 Q4 2025 |
5,435
shares
|
$287,076
0.02% of portfolio
|
Q4 2025
Added 1.53%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 14, 2025 Q3 2025 |
5,409
shares
|
$285,703
0.01% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 17, 2025 Q3 2025 |
5,408
shares
|
$285,650
0.07% of portfolio
|
Q3 2025
Reduced 55.6%
|
|
|
Red Door Wealth Management, LLC
|
Oct 10, 2025 Q3 2025 |
5,373
shares
|
$283,801
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Abacus Planning Group, Inc.
|
Oct 21, 2025 Q3 2025 |
5,360
shares
|
$283,115
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Nov 12, 2025 Q3 2025 |
5,360
shares
|
$283,115
0.19% of portfolio
|
Q3 2025
Reduced 30.03%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
5,355
shares
|
$282,851
0.01% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Oct 29, 2025 Q3 2025 |
5,331
shares
|
$281,583
0.1% of portfolio
|
Q3 2025
Added 1.85%
|
|
|
Webster Bank, N. A.
|
Oct 23, 2025 Q3 2025 |
5,329
shares
|
$281,477
0.03% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
New Potomac Partners, LLC
|
Nov 08, 2024 Q3 2024 |
5,309
shares
|
$280,421
0.15% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Oct 23, 2025 Q3 2025 |
5,262
shares
|
$277,938
0.05% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Concord Wealth Partners
|
Nov 05, 2025 Q3 2025 |
5,260
shares
|
$277,833
0.04% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
5,251
shares
|
$277,357
0.05% of portfolio
|
Q1 2024
Reduced 0.77%
|
|
|
Tuttle Capital Management, LLC
|
Jan 08, 2026 Q4 2025 |
5,250
shares
|
$277,305
0.76% of portfolio
|
Q4 2025
New holding
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,250
shares
|
$277,305
0.03% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
5,233
shares
|
$276,407
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
C2 C Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
5,202
shares
|
$274,769
0.24% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 06, 2025 Q3 2025 |
5,170
shares
|
$273,079
0.12% of portfolio
|
Q3 2025
Reduced 45.48%
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Jan 14, 2026 Q4 2025 |
5,148
shares
|
$271,917
0.06% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Oct 31, 2025 Q3 2025 |
5,147
shares
|
$271,864
0.04% of portfolio
|
Q3 2025
New holding
|
|