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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
4,694
shares
|
$247,937
0.0% of portfolio
|
Q3 2025
Reduced 6.7%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 28, 2025 Q3 2025 |
4,688
shares
|
$247,620
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Premier Financial Group
Eureka, CA |
Oct 20, 2025 Q3 2025 |
4,675
shares
|
$246,933
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
4,664
shares
|
$246,352
0.01% of portfolio
|
Q3 2025
Reduced 23.34%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
4,642
shares
|
$245,190
0.0% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,640
shares
|
$245,084
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 09, 2026 Q4 2025 |
4,627
shares
|
$244,398
0.06% of portfolio
|
Q4 2025
Reduced 0.15%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Oct 23, 2025 Q3 2025 |
4,611
shares
|
$243,553
0.12% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Accurate Wealth Management, LLC
|
Jan 13, 2026 Q4 2025 |
4,584
shares
|
$242,126
0.04% of portfolio
|
Q4 2025
Reduced 1.93%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
4,544
shares
|
$240,014
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Middleton & CO Inc
|
Oct 29, 2025 Q3 2025 |
4,511
shares
|
$238,271
0.03% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
4,508
shares
|
$238,112
0.01% of portfolio
|
Q3 2022
Added 10.49%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
4,457
shares
|
$235,418
0.02% of portfolio
|
Q3 2025
Reduced 18.99%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Oct 24, 2025 Q3 2025 |
4,425
shares
|
$233,728
0.19% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2025 Q3 2025 |
4,417
shares
|
$233,305
0.02% of portfolio
|
Q3 2025
Reduced 27.59%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 12, 2025 Q3 2025 |
4,415
shares
|
$233,200
0.0% of portfolio
|
Q3 2025
Reduced 40.74%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Nov 10, 2025 Q3 2025 |
4,374
shares
|
$231,034
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
4,362
shares
|
$230,400
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Wbh Advisory Inc
|
Oct 30, 2025 Q3 2025 |
4,332
shares
|
$228,816
0.02% of portfolio
|
Q3 2025
Added 12.34%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 14, 2025 Q3 2025 |
4,330
shares
|
$228,710
0.08% of portfolio
|
Q3 2025
Reduced 85.57%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
4,277
shares
|
$225,911
0.03% of portfolio
|
Q4 2025
Reduced 15.07%
|
|
|
Angeles Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
4,263
shares
|
$225,171
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Spectrum Planning & Advisory Services Inc.
|
Nov 13, 2025 Q3 2025 |
4,259
shares
|
$224,960
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
4,190
shares
|
$221,315
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2025 Q3 2025 |
4,188
shares
|
$221,210
0.08% of portfolio
|
Q3 2025
Added 55.86%
|
|