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 |
|---|---|---|---|---|---|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
83,050
shares
|
$4.36 Million
0.57% of portfolio
|
Q1 2025
Added 14.42%
|
|
|
Bull Street Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
82,530
shares
|
$4.33 Million
2.07% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
82,331
shares
|
$4.32 Million
2.96% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Gradient Capital Advisors, LLC
|
May 02, 2025 Q1 2025 |
81,579
shares
|
$4.28 Million
1.43% of portfolio
|
Q1 2025
Added 5.06%
|
|
|
Gsb Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
81,572
shares
|
$4.28 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.02%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
80,272
shares
|
$4.21 Million
0.2% of portfolio
|
Q1 2025
Reduced 22.25%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
May 07, 2025 Q1 2025 |
79,435
shares
|
$4.17 Million
1.16% of portfolio
|
Q1 2025
Added 48.96%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
79,201
shares
|
$4.15 Million
1.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Boltwood Capital Management
|
Apr 10, 2025 Q1 2025 |
78,652
shares
|
$4.13 Million
1.26% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
78,140
shares
|
$4.1 Million
1.8% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
77,361
shares
|
$4.06 Million
2.92% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
76,676
shares
|
$4.02 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
76,412
shares
|
$4.01 Million
0.16% of portfolio
|
Q1 2025
Added 3.13%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
75,430
shares
|
$3.96 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
United Bank
Vienna, VA |
May 14, 2025 Q1 2025 |
75,209
shares
|
$3.94 Million
0.51% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
75,203
shares
|
$3.94 Million
0.18% of portfolio
|
Q1 2025
Added 1860.45%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
74,694
shares
|
$3.92 Million
0.19% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Apr 25, 2025 Q1 2025 |
73,971
shares
|
$3.88 Million
0.49% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
72,195
shares
|
$3.79 Million
0.13% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
72,013
shares
|
$3.78 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.9%
|
|
|
Capital City Trust CO
|
May 07, 2025 Q1 2025 |
72,002
shares
|
$3.78 Million
1.1% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
71,207
shares
|
$3.73 Million
0.15% of portfolio
|
Q1 2025
Added 2.89%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
May 14, 2025 Q1 2025 |
69,903
shares
|
$3.67 Million
0.31% of portfolio
|
Q1 2025
Added 3.78%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
69,835
shares
|
$3.66 Million
0.16% of portfolio
|
Q1 2025
Added 28.71%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Apr 24, 2025 Q1 2025 |
69,778
shares
|
$3.66 Million
3.38% of portfolio
|
Q1 2025
Reduced 5.59%
|