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 1,073 institutions that hold shares in the stock, with a total of 395 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wharton Business Group, LLC
Malvern, PA |
May 09, 2025 Q1 2025 |
128,780
shares
|
$6.78 Million
0.31% of portfolio
|
Q1 2025
Added 0.75%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
126,763
shares
|
$6.67 Million
1.43% of portfolio
|
Q3 2022
Added 5.93%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
126,014
shares
|
$6.63 Million
0.89% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
125,510
shares
|
$6.6 Million
1.01% of portfolio
|
Q1 2025
Reduced 3.02%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
124,580
shares
|
$6.56 Million
0.49% of portfolio
|
Q1 2025
Added 59.19%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
124,450
shares
|
$6.55 Million
5.68% of portfolio
|
Q4 2023
Reduced 4.35%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
121,995
shares
|
$6.42 Million
2.57% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
121,562
shares
|
$6.4 Million
0.03% of portfolio
|
Q3 2022
Added 2.85%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
121,286
shares
|
$6.38 Million
3.91% of portfolio
|
Q2 2022
Added 302.26%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
119,319
shares
|
$6.28 Million
2.25% of portfolio
|
Q2 2025
Added 1391.49%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
119,062
shares
|
$6.27 Million
0.08% of portfolio
|
Q1 2025
Added 13.34%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
118,774
shares
|
$6.25 Million
0.44% of portfolio
|
Q1 2025
Added 3.27%
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
117,517
shares
|
$6.18 Million
0.27% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
116,724
shares
|
$6.14 Million
5.82% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
112,805
shares
|
$5.94 Million
0.04% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
May 15, 2025 Q1 2025 |
112,475
shares
|
$5.92 Million
0.97% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
111,228
shares
|
$5.85 Million
0.04% of portfolio
|
Q1 2025
Reduced 5.95%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
111,116
shares
|
$5.85 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.58%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
110,681
shares
|
$5.82 Million
0.33% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
109,171
shares
|
$5.74 Million
0.17% of portfolio
|
Q1 2025
Added 2.61%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
May 08, 2025 Q1 2025 |
108,551
shares
|
$5.71 Million
1.9% of portfolio
|
Q1 2025
Reduced 27.6%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
108,132
shares
|
$5.69 Million
2.89% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Apr 29, 2025 Q1 2025 |
106,764
shares
|
$5.62 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
May 20, 2025 Q1 2025 |
105,612
shares
|
$5.56 Million
2.55% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
105,276
shares
|
$5.54 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.28%
|