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 1,072 institutions that hold shares in the stock, with a total of 394 Million shares, which have been reported (via 13F filing form) to have a value of $20.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gradient Capital Advisors, LLC
|
Jul 16, 2025 Q2 2025 |
72,664
shares
|
$3.83 Million
1.16% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
72,613
shares
|
$3.83 Million
0.24% of portfolio
|
Q2 2025
Added 1059.4%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
72,261
shares
|
$3.81 Million
3.03% of portfolio
|
Q2 2025
Added 27.18%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
72,120
shares
|
$3.8 Million
0.02% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Juncture Wealth Strategies, LLC
|
Jul 08, 2025 Q2 2025 |
72,114
shares
|
$3.8 Million
1.36% of portfolio
|
Q2 2025
Added 3.86%
|
|
|
Capital City Trust CO
|
Jul 22, 2025 Q2 2025 |
72,001
shares
|
$3.79 Million
1.05% of portfolio
|
Q2 2025
Reduced -0.0%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
71,104
shares
|
$3.75 Million
0.15% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
69,385
shares
|
$3.66 Million
0.06% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
69,231
shares
|
$3.65 Million
2.12% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
69,005
shares
|
$3.64 Million
0.1% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
68,092
shares
|
$3.59 Million
0.61% of portfolio
|
Q4 2022
Reduced 13.28%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
67,716
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2025
Added 22.8%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
67,577
shares
|
$3.56 Million
2.73% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
67,453
shares
|
$3.55 Million
0.01% of portfolio
|
Q2 2025
Added 3.78%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
66,810
shares
|
$3.52 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
64,851
shares
|
$3.42 Million
1.07% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
63,890
shares
|
$3.37 Million
0.7% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
63,801
shares
|
$3.36 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Rhs Financial, LLC
|
Jul 25, 2025 Q2 2025 |
63,784
shares
|
$3.36 Million
2.0% of portfolio
|
Q2 2025
Reduced 29.9%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
62,115
shares
|
$3.27 Million
0.07% of portfolio
|
Q2 2025
Added 352.17%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
61,888
shares
|
$3.26 Million
0.41% of portfolio
|
Q2 2025
Added 2.68%
|
|
|
Lowe Brockenbrough & CO Inc
|
Aug 11, 2025 Q2 2025 |
61,541
shares
|
$3.24 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.14%
|
|
|
Maseco LLP
London, |
Jul 15, 2025 Q2 2025 |
61,318
shares
|
$3.23 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Aug 07, 2025 Q2 2025 |
59,892
shares
|
$3.16 Million
0.01% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
59,559
shares
|
$3.14 Million
1.55% of portfolio
|
Q2 2025
Added 17.75%
|