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 |
|---|---|---|---|---|---|
|
Blue Fin Capital, Inc.
|
Nov 21, 2025 Q3 2025 |
364,090
shares
|
$19.2 Million
3.11% of portfolio
|
Q3 2025
Added 12.42%
|
|
|
Alley Investment Management Company, LLC
|
Oct 24, 2025 Q3 2025 |
362,691
shares
|
$19.2 Million
2.31% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
359,124
shares
|
$19 Million
0.05% of portfolio
|
Q3 2025
Reduced 4.15%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
359,069
shares
|
$19 Million
0.03% of portfolio
|
Q3 2025
Added 6.98%
|
|
|
First Citizens Bank & Trust CO
|
Oct 31, 2025 Q3 2025 |
349,377
shares
|
$18.5 Million
0.33% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 13, 2026 Q4 2025 |
344,406
shares
|
$18.2 Million
3.33% of portfolio
|
Q4 2025
Added 6.39%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
344,144
shares
|
$18.2 Million
0.51% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 14, 2025 Q3 2025 |
343,495
shares
|
$18.1 Million
3.17% of portfolio
|
Q3 2025
Added 9.18%
|
|
|
Atwood & Palmer Inc
|
Oct 15, 2025 Q3 2025 |
340,653
shares
|
$18 Million
1.2% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Strategic Advocates LLC
Logan, UT |
Nov 26, 2025 Q3 2025 |
336,859
shares
|
$17.8 Million
4.65% of portfolio
|
Q3 2025
Added 6.8%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
334,859
shares
|
$17.7 Million
0.13% of portfolio
|
Q3 2025
Added 2.58%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
330,698
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
328,533
shares
|
$17.4 Million
0.1% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Anchor Capital Advisors LLC
|
Oct 30, 2025 Q3 2025 |
324,904
shares
|
$17.2 Million
0.56% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
Johns Hopkins University
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
321,905
shares
|
$17 Million
0.95% of portfolio
|
Q1 2025
Reduced 60.26%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
301,611
shares
|
$15.9 Million
0.44% of portfolio
|
Q3 2025
Added 5.79%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
301,082
shares
|
$15.9 Million
9.68% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 13, 2025 Q3 2025 |
300,000
shares
|
$15.8 Million
0.03% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
290,156
shares
|
$15.3 Million
0.19% of portfolio
|
Q3 2025
Added 11.35%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Oct 21, 2025 Q3 2025 |
284,150
shares
|
$15 Million
4.25% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
283,802
shares
|
$15 Million
0.25% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
283,727
shares
|
$15 Million
2.72% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Oct 31, 2025 Q3 2025 |
278,770
shares
|
$14.7 Million
0.03% of portfolio
|
Q1 2022
Reduced 75.52%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
277,389
shares
|
$14.7 Million
0.11% of portfolio
|
Q3 2025
Reduced 16.2%
|
|
|
Black Diamond Financial, LLC
|
Nov 05, 2025 Q3 2025 |
276,643
shares
|
$14.6 Million
1.65% of portfolio
|
Q3 2025
Added 32.07%
|
|