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 |
|---|---|---|---|---|---|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
104,552
shares
|
$5.5 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
102,400
shares
|
$5.39 Million
1.8% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Endurance Services LTD
Purchase, NY |
May 14, 2025 Q1 2025 |
100,582
shares
|
$5.29 Million
0.98% of portfolio
|
Q4 2023
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
100,028
shares
|
$5.26 Million
1.1% of portfolio
|
Q1 2025
Reduced 32.4%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
99,318
shares
|
$5.23 Million
0.42% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
99,089
shares
|
$5.21 Million
0.36% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
98,959
shares
|
$5.21 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
98,819
shares
|
$5.2 Million
2.04% of portfolio
|
Q2 2025
Added 75.64%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
97,669
shares
|
$5.14 Million
1.96% of portfolio
|
Q1 2025
Added 46.75%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
95,921
shares
|
$5.05 Million
0.93% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
94,126
shares
|
$4.95 Million
0.03% of portfolio
|
Q1 2025
Added 26.26%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
92,803
shares
|
$4.88 Million
0.51% of portfolio
|
Q1 2024
Reduced 14.46%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
92,519
shares
|
$4.87 Million
1.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
92,150
shares
|
$4.85 Million
1.22% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
91,698
shares
|
$4.83 Million
0.62% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
91,294
shares
|
$4.8 Million
0.37% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
91,071
shares
|
$4.79 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
90,995
shares
|
$4.79 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
89,226
shares
|
$4.7 Million
2.74% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
89,156
shares
|
$4.69 Million
0.57% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
88,381
shares
|
$4.65 Million
0.51% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
88,294
shares
|
$4.65 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
|
$4.55 Million
0.0% of portfolio
|
Q1 2025
Added 378.82%
|
|
|
Graybill Bartz & Assoc LTD
|
May 02, 2025 Q1 2025 |
85,334
shares
|
$4.49 Million
1.65% of portfolio
|
Q1 2025
Added 3.35%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
85,299
shares
|
$4.49 Million
0.51% of portfolio
|
Q2 2022
Reduced 12.82%
|