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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
2,066
shares
|
$109,126
0.01% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
2,057
shares
|
$108,650
0.11% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 07, 2025 Q3 2025 |
2,000
shares
|
$105,640
0.04% of portfolio
|
Q1 2024
Reduced 55.52%
|
|
|
Future Financial Wealth Managment LLC
|
Oct 15, 2025 Q3 2025 |
1,974
shares
|
$104,266
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
1,974
shares
|
$104,266
0.03% of portfolio
|
Q3 2025
Reduced 48.71%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
1,929
shares
|
$101,889
0.02% of portfolio
|
Q4 2025
Reduced 7.57%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,840
shares
|
$97,188
0.16% of portfolio
|
Q1 2022
Reduced 10.81%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,747
shares
|
$92,276
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1,706
shares
|
$90,110
0.02% of portfolio
|
Q3 2025
Added 2174.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,700
shares
|
$89,794
0.01% of portfolio
|
Q3 2025
Reduced 14.79%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
1,700
shares
|
$89,794
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,685
shares
|
$89,001
0.01% of portfolio
|
Q2 2023
Added 39.83%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Nov 13, 2025 Q3 2025 |
1,660
shares
|
$87,681
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,600
shares
|
$84,512
0.02% of portfolio
|
Q2 2022
Reduced 13.51%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
1,534
shares
|
$81,025
0.06% of portfolio
|
Q1 2025
Added 22.33%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Oct 30, 2025 Q3 2025 |
1,525
shares
|
$80,550
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,518
shares
|
$80,180
0.02% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Oct 31, 2025 Q3 2025 |
1,505
shares
|
$79,494
0.03% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,480
shares
|
$78,173
0.03% of portfolio
|
Q4 2020
Reduced 25.25%
|
|
|
Tompkins Financial Corp
|
Jan 08, 2026 Q4 2025 |
1,473
shares
|
$77,803
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,400
shares
|
$73,948
0.03% of portfolio
|
Q3 2023
Added 1900.0%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
1,338
shares
|
$70,673
0.01% of portfolio
|
Q3 2025
Added 191.5%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
1,271
shares
|
$67,134
0.0% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
1,245
shares
|
$65,760
0.01% of portfolio
|
Q2 2024
Reduced 38.67%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
1,239
shares
|
$65,443
0.0% of portfolio
|
Q4 2024
Added 923.97%
|
|