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 |
|---|---|---|---|---|---|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
51,006
shares
|
$2.69 Million
1.39% of portfolio
|
Q1 2024
New holding
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
50,945
shares
|
$2.68 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.59%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
50,805
shares
|
$2.68 Million
0.51% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Nyl Investors LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
50,301
shares
|
$2.65 Million
0.77% of portfolio
|
Q2 2025
Reduced 98.98%
|
|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
49,389
shares
|
$2.6 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
48,223
shares
|
$2.54 Million
0.04% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 14, 2025 Q2 2025 |
48,137
shares
|
$2.54 Million
0.61% of portfolio
|
Q2 2025
Reduced 74.75%
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
47,714
shares
|
$2.51 Million
0.64% of portfolio
|
Q2 2025
Added 31.44%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
47,666
shares
|
$2.51 Million
0.71% of portfolio
|
Q2 2025
Reduced 39.99%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Aug 07, 2025 Q2 2025 |
47,516
shares
|
$2.5 Million
1.88% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
47,462
shares
|
$2.5 Million
0.82% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Aug 06, 2025 Q2 2025 |
47,280
shares
|
$2.49 Million
1.38% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Becker Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
47,176
shares
|
$2.49 Million
0.08% of portfolio
|
Q2 2025
Added 4.66%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
47,032
shares
|
$2.48 Million
0.46% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
Aug 14, 2025 Q2 2025 |
46,920
shares
|
$2.47 Million
0.09% of portfolio
|
Q2 2025
Reduced 0.3%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
45,762
shares
|
$2.41 Million
0.16% of portfolio
|
Q2 2022
Added 10.29%
|
|
|
Cabot Wealth Management Inc
|
Jul 31, 2025 Q2 2025 |
45,724
shares
|
$2.41 Million
0.29% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
45,627
shares
|
$2.4 Million
0.18% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,459
shares
|
$2.39 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.21%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Jul 16, 2025 Q2 2025 |
45,405
shares
|
$2.39 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 13, 2025 Q2 2025 |
45,071
shares
|
$2.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
44,384
shares
|
$2.34 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 01, 2025 Q2 2025 |
44,295
shares
|
$2.33 Million
0.12% of portfolio
|
Q2 2025
Reduced 6.18%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
44,241
shares
|
$2.33 Million
0.81% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jul 31, 2025 Q2 2025 |
44,013
shares
|
$2.32 Million
0.55% of portfolio
|
Q2 2025
Reduced 0.34%
|