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 |
|---|---|---|---|---|---|
|
Shore Point Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
104,210
shares
|
$5.47 Million
3.05% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
102,400
shares
|
$5.37 Million
1.8% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
100,846
shares
|
$5.29 Million
5.73% of portfolio
|
Q1 2025
Reduced 38.79%
|
|
|
Endurance Services LTD
Purchase, NY |
May 14, 2025 Q1 2025 |
100,582
shares
|
$5.28 Million
0.98% of portfolio
|
Q4 2023
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
100,028
shares
|
$5.25 Million
1.1% of portfolio
|
Q1 2025
Reduced 32.4%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
98,693
shares
|
$5.18 Million
0.38% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
97,669
shares
|
$5.12 Million
1.96% of portfolio
|
Q1 2025
Added 46.75%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
95,921
shares
|
$5.03 Million
0.93% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
94,126
shares
|
$4.94 Million
0.03% of portfolio
|
Q1 2025
Added 26.26%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
92,803
shares
|
$4.87 Million
0.51% of portfolio
|
Q1 2024
Reduced 14.46%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
92,519
shares
|
$4.85 Million
1.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
91,698
shares
|
$4.81 Million
0.62% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
91,071
shares
|
$4.78 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
90,995
shares
|
$4.77 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Apr 11, 2025 Q1 2025 |
90,216
shares
|
$4.73 Million
2.16% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
90,065
shares
|
$4.72 Million
1.23% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
89,226
shares
|
$4.68 Million
2.74% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
89,005
shares
|
$4.67 Million
0.4% of portfolio
|
Q1 2025
Added 9.66%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
88,437
shares
|
$4.64 Million
0.01% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
88,381
shares
|
$4.64 Million
0.51% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
88,294
shares
|
$4.63 Million
1.94% of portfolio
|
Q1 2025
Added 12.87%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
86,437
shares
|
$4.53 Million
0.0% of portfolio
|
Q1 2025
Added 378.82%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
85,477
shares
|
$4.48 Million
0.38% of portfolio
|
Q1 2025
Added 9.99%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
85,334
shares
|
$4.48 Million
1.65% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
85,299
shares
|
$4.47 Million
0.51% of portfolio
|
Q2 2022
Reduced 12.82%
|