Purchases and Sales Made in Q4 2025 in Ishares Trust Ishares 1 5 Year (IGSB)

IGSB Quotes by TradingView

This table provides information about the institutional ownership of Ishares Trust Ishares 1 5 Year (IGSB) during Q4 2025. The information is specifically focused on institutions that hold shares of ISHARES TRUST ISHARES 1-5 YEAR.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Jan 20, 2026 Q4 2025
Matson Money. Inc.

BUY
 -
515K
+ 3.78%
$27.2M - $27.4M
14.1M $746M
Jan 23, 2026 Q4 2025
Sumitomo Mitsui Trust Holdings, Inc.

BUY
 -
321K
+ 41.41%
$16.9M - $17M
1.09M $57.8M
Jan 22, 2026 Q4 2025
Elevate Capital Advisors, LLC

Eagle, CO
BUY
 -
240K
New
$12.7M - $12.8M
240K $12.7M
Jan 23, 2026 Q4 2025
Assetmark, Inc

BUY
 -
234K
+ 16.98%
$12.3M - $12.4M
1.61M $85M
Jan 13, 2026 Q4 2025
Dakota Wealth Management

BUY
 -
178K
+ 23.9%
$9.39M - $9.46M
922K $48.7M
Jan 23, 2026 Q4 2025
Kelsey Financial, LLC

Moorpark, CA
BUY
 -
174K
New
$9.2M - $9.27M
174K $9.21M
Jan 20, 2026 Q4 2025
Maryland Capital Advisors Inc.

BUY
 -
139K
+ 12.66%
$7.36M - $7.42M
1.24M $65.6M
Jan 21, 2026 Q4 2025
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
89.7K
+ 74.46%
$4.73M - $4.77M
210K $11.1M
Jan 05, 2026 Q4 2025
Union Bancaire Privee, Ubp Sa

Geneva 1, V8
BUY
 -
80.7K
+ 289.04%
$4.26M - $4.29M
109K $5.74M
Jan 15, 2026 Q4 2025
Northstar Advisory Group, LLC

BUY
 -
62.5K
+ 31.25%
$3.3M - $3.32M
263K $13.9M
Jan 14, 2026 Q4 2025
Johnson Bixby & Associates, LLC

BUY
 -
44.1K
+ 269.75%
$2.33M - $2.34M
60.4K $3.19M
Jan 08, 2026 Q4 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
43K
+ 6.81%
$2.27M - $2.28M
673K $35.6M
Jan 23, 2026 Q4 2025
Blue Fin Capital, Inc.

BUY
 -
42.4K
+ 11.66%
$2.24M - $2.26M
407K $21.5M
Jan 15, 2026 Q4 2025
Members Trust CO

BUY
 -
38.6K
+ 1.28%
$2.04M - $2.05M
3.06M $162M
Jan 12, 2026 Q4 2025
Burns J W & CO Inc

BUY
 -
31.9K
+ 32.73%
$1.68M - $1.69M
129K $6.82M
Jan 13, 2026 Q4 2025
Parsons Capital Management Inc

BUY
 -
26.7K
+ 47.11%
$1.41M - $1.42M
83.4K $4.41M
Jan 12, 2026 Q4 2025
Davenport & CO LLC

BUY
 -
25.2K
+ 15.99%
$1.33M - $1.34M
183K $9.65M
Jan 22, 2026 Q4 2025
Ritholtz Wealth Management

BUY
 -
23.5K
+ 3.11%
$1.24M - $1.25M
780K $41.2M
Jan 08, 2026 Q4 2025
Westview Management Dba Westview Investment Advisors

Burlington, VT
BUY
 -
23.2K
New
$1.22M - $1.23M
23.2K $1.23M
Jan 12, 2026 Q4 2025
Howard Financial Services, Ltd.

BUY
 -
22.4K
+ 157.7%
$1.18M - $1.19M
36.5K $1.93M
Jan 13, 2026 Q4 2025
Presilium Private Wealth, LLC

Radnor, PA
BUY
 -
20.7K
+ 6.39%
$1.09M - $1.1M
344K $18.2M
Jan 12, 2026 Q4 2025
Founders Grove Wealth Partners, LLC

Richmond, VA
BUY
 -
20.3K
+ 34.78%
$1.07M - $1.08M
78.6K $4.15M
Jan 14, 2026 Q4 2025
Prosperity Planning, Inc.

BUY
 -
19.8K
+ 7.77%
$1.05M - $1.05M
275K $14.5M
Jan 20, 2026 Q4 2025
Advisor Net Financial, Inc

BUY
 -
18.4K
+ 106.7%
$973K - $981K
35.7K $1.89M
Jan 16, 2026 Q4 2025
Heck Capital Advisors, LLC

Rhinelander, WI
BUY
 -
18.1K
+ 9.67%
$956K - $964K
206K $10.9M
Jan 15, 2026 Q4 2025
Powerhouse Assets LLC

Lincoln, MA
BUY
 -
16.7K
New
$879K - $886K
16.7K $880K
Jan 16, 2026 Q4 2025
Kwmg, LLC

BUY
 -
16.4K
+ 6.24%
$864K - $870K
279K $14.7M
Jan 13, 2026 Q4 2025
Enclave Advisors LLC

Austin, TX
BUY
 -
15.6K
+ 43.41%
$823K - $830K
51.5K $2.72M
Jan 20, 2026 Q4 2025
Mendota Financial Group, LLC

Madison, WI
BUY
 -
14.6K
+ 11.79%
$773K - $779K
139K $7.33M
Jan 14, 2026 Q4 2025
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
14.5K
+ 46.2%
$766K - $772K
45.9K $2.43M
Jan 20, 2026 Q4 2025
Stewardship Concepts Financial Services LLC

Spokane, WA
BUY
 -
13.2K
New
$697K - $703K
13.2K $698K
Jan 23, 2026 Q4 2025
Able Financial Group, LLC

Scottsdale, AZ
BUY
 -
13K
+ 5.85%
$686K - $691K
235K $12.4M
Jan 20, 2026 Q4 2025
Jacobson & Schmitt Advisors, LLC

BUY
 -
11.9K
+ 3.07%
$630K - $635K
401K $21.2M
Jan 14, 2026 Q4 2025
Lvw Advisors, LLC

BUY
 -
11.8K
New
$621K - $626K
11.8K $621K
Jan 13, 2026 Q4 2025
Sage Advisors, LLC

Boulder, CO
BUY
 -
11K
New
$578K - $582K
11K $579K
Jan 20, 2026 Q4 2025
Secure Asset Management, LLC

BUY
 -
10.6K
+ 4.64%
$559K - $563K
239K $12.6M
Jan 21, 2026 Q4 2025
Prime Capital Investment Advisors, LLC

Overland Park, KS
BUY
 -
10.3K
+ 1.9%
$546K - $550K
555K $29.3M
Jan 08, 2026 Q4 2025
Gradient Investments LLC

BUY
 -
10.2K
+ 4.29%
$539K - $543K
249K $13.1M
Jan 20, 2026 Q4 2025
Stratos Wealth Partners, Ltd.

BUY
 -
9.87K
+ 3.4%
$521K - $525K
300K $15.8M
Jan 20, 2026 Q4 2025
Semitam Bonam LLC

Goshen, NY
BUY
 -
8.62K
+ 6.59%
$455K - $459K
139K $7.37M
Jan 23, 2026 Q4 2025
Transcend Capital Advisors, LLC

BUY
 -
7.94K
+ 91.8%
$419K - $422K
16.6K $876K
Jan 14, 2026 Q4 2025
Spire Wealth Management

BUY
 -
7.44K
+ 51.93%
$393K - $396K
21.8K $1.15M
Jan 16, 2026 Q4 2025
Yhb Investment Advisors, Inc.

BUY
 -
6.24K
+ 11.72%
$329K - $332K
59.5K $3.14M
Jan 20, 2026 Q4 2025
Sowell Financial Services LLC

North Little Rock, AR
BUY
 -
5.69K
+ 14.85%
$300K - $303K
44K $2.33M
Jan 23, 2026 Q4 2025
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
5.67K
+ 21.19%
$299K - $302K
32.5K $1.71M
Jan 23, 2026 Q4 2025
Rede Wealth, LLC

BUY
 -
5.42K
New
$286K - $288K
5.42K $286K
Jan 08, 2026 Q4 2025
Tuttle Capital Management, LLC

BUY
 -
5.25K
New
$277K - $279K
5.25K $277K
Jan 20, 2026 Q4 2025
Stratos Wealth Advisors, LLC

BUY
 -
5.18K
New
$273K - $275K
5.18K $273K
Jan 09, 2026 Q4 2025
Rialto Wealth Management, LLC

Syracuse, NY
BUY
 -
4.89K
+ 84.63%
$258K - $260K
10.7K $563K

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