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 1,066 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Meridian Wealth Management, LLC
|
May 12, 2025 Q1 2025 |
147,437
shares
|
$7.73 Million
0.38% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Secure Asset Management, LLC
|
Apr 10, 2025 Q1 2025 |
147,040
shares
|
$7.71 Million
1.61% of portfolio
|
Q1 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
143,860
shares
|
$7.55 Million
0.12% of portfolio
|
Q1 2025
Reduced 2.63%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
141,432
shares
|
$7.42 Million
0.04% of portfolio
|
Q1 2025
Added 40.76%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
May 15, 2025 Q1 2025 |
140,999
shares
|
$7.4 Million
5.04% of portfolio
|
Q1 2025
Added 18.81%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
140,545
shares
|
$7.37 Million
0.83% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
139,687
shares
|
$7.33 Million
0.94% of portfolio
|
Q3 2022
Reduced 12.33%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
139,435
shares
|
$7.31 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
May 15, 2025 Q1 2025 |
139,163
shares
|
$7.3 Million
1.3% of portfolio
|
Q1 2025
Reduced 9.02%
|
|
|
Davis R M Inc
Portland, ME |
May 08, 2025 Q1 2025 |
139,067
shares
|
$7.29 Million
0.15% of portfolio
|
Q1 2025
Reduced 6.3%
|
|
|
Total Wealth Planning, LLC
|
Apr 15, 2025 Q1 2025 |
138,616
shares
|
$7.27 Million
1.19% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
137,660
shares
|
$7.22 Million
0.59% of portfolio
|
Q4 2023
Reduced 9.99%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
137,123
shares
|
$7.19 Million
0.64% of portfolio
|
Q3 2022
Added 60.1%
|
|
|
Hilton Capital Management, LLC
|
May 13, 2025 Q1 2025 |
137,116
shares
|
$7.19 Million
0.66% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Apr 28, 2025 Q1 2025 |
135,000
shares
|
$7.08 Million
0.0% of portfolio
|
Q1 2025
Reduced 53.45%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
134,985
shares
|
$7.08 Million
0.09% of portfolio
|
Q1 2025
Added 6.59%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
134,772
shares
|
$7.07 Million
3.4% of portfolio
|
Q1 2025
Added 3.46%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
May 15, 2025 Q1 2025 |
134,090
shares
|
$7.03 Million
0.42% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Ma Private Wealth
|
May 01, 2025 Q1 2025 |
133,862
shares
|
$7.02 Million
1.32% of portfolio
|
Q1 2025
Reduced 4.66%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
May 12, 2025 Q1 2025 |
133,781
shares
|
$7.02 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Marmo Financial Group, LLC
Johnson City, TN |
Apr 16, 2025 Q1 2025 |
133,731
shares
|
$7.01 Million
3.83% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
133,073
shares
|
$6.98 Million
0.4% of portfolio
|
Q1 2025
Added 1.14%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
130,755
shares
|
$6.86 Million
0.35% of portfolio
|
Q1 2025
Added 325.76%
|
|
|
Ddfg, Inc
Thousand Oaks, CA |
May 13, 2025 Q1 2025 |
130,131
shares
|
$6.83 Million
1.89% of portfolio
|
Q1 2025
Reduced 50.65%
|
|
|
Capital Investment Services Of America, Inc.
|
Apr 16, 2025 Q1 2025 |
129,132
shares
|
$6.77 Million
0.74% of portfolio
|
Q1 2025
Reduced 0.62%
|