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 1,067 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 |
|---|---|---|---|---|---|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
57,899
shares
|
$3.04 Million
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
57,199
shares
|
$3 Million
1.03% of portfolio
|
Q1 2025
Added 6.32%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Apr 30, 2025 Q1 2025 |
56,819
shares
|
$2.98 Million
2.47% of portfolio
|
Q1 2025
Added 23.73%
|
|
|
Hollencrest Capital Management
|
May 02, 2025 Q1 2025 |
56,397
shares
|
$2.96 Million
0.13% of portfolio
|
Q1 2025
Reduced 4.84%
|
|
|
Martin Capital Partners, LLC
|
Apr 15, 2025 Q1 2025 |
56,263
shares
|
$2.95 Million
3.52% of portfolio
|
Q1 2025
Reduced 3.24%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
55,955
shares
|
$2.93 Million
0.16% of portfolio
|
Q1 2025
Reduced 29.81%
|
|
|
Bigelow Investment Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
55,717
shares
|
$2.92 Million
1.39% of portfolio
|
Q1 2025
Added 17.12%
|
|
|
Northstar Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
55,666
shares
|
$2.92 Million
1.92% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
55,476
shares
|
$2.91 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
55,152
shares
|
$2.89 Million
0.28% of portfolio
|
Q2 2023
Added 8.86%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
55,143
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Added 838.28%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
May 14, 2025 Q1 2025 |
54,626
shares
|
$2.87 Million
1.19% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Apr 09, 2025 Q1 2025 |
54,543
shares
|
$2.86 Million
0.28% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
54,147
shares
|
$2.84 Million
0.03% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
May 01, 2025 Q1 2025 |
54,070
shares
|
$2.84 Million
0.1% of portfolio
|
Q1 2025
Added 515.48%
|
|
|
One Day In July LLC
|
Apr 29, 2025 Q1 2025 |
53,713
shares
|
$2.82 Million
0.28% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
53,416
shares
|
$2.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 59.79%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
53,317
shares
|
$2.8 Million
0.02% of portfolio
|
Q1 2025
Reduced 54.71%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
52,953
shares
|
$2.78 Million
0.09% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Sage Advisory Services, Ltd.Co.
|
May 06, 2025 Q1 2025 |
52,432
shares
|
$2.75 Million
1.61% of portfolio
|
Q1 2025
Added 3.08%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
51,717
shares
|
$2.71 Million
0.3% of portfolio
|
Q2 2023
Reduced 1.61%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Apr 09, 2025 Q1 2025 |
51,293
shares
|
$2.69 Million
0.84% of portfolio
|
Q1 2025
Added 33.51%
|
|
|
E&G Advisors, LP
|
Apr 23, 2025 Q1 2025 |
51,245
shares
|
$2.69 Million
0.77% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
51,006
shares
|
$2.68 Million
1.39% of portfolio
|
Q1 2024
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
50,710
shares
|
$2.66 Million
0.07% of portfolio
|
Q1 2025
Reduced 0.12%
|