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 |
|---|---|---|---|---|---|
|
Ivc Wealth Advisors LLC
|
Apr 08, 2025 Q1 2025 |
50,582
shares
|
$2.65 Million
1.44% of portfolio
|
Q1 2025
Added 16.82%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
50,487
shares
|
$2.65 Million
0.56% of portfolio
|
Q1 2025
Added 6.07%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
May 13, 2025 Q1 2025 |
50,272
shares
|
$2.64 Million
1.94% of portfolio
|
Q1 2025
Reduced 3.39%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
May 09, 2025 Q1 2025 |
50,000
shares
|
$2.62 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
49,949
shares
|
$2.62 Million
0.72% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
48,719
shares
|
$2.56 Million
0.0% of portfolio
|
Q1 2025
Added 6.44%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
48,015
shares
|
$2.52 Million
0.0% of portfolio
|
Q1 2025
Added 11.99%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
May 23, 2025 Q1 2025 |
47,990
shares
|
$2.52 Million
0.15% of portfolio
|
Q1 2025
Reduced 17.87%
|
|
|
Running Point Capital Advisors, LLC
|
May 15, 2025 Q1 2025 |
47,462
shares
|
$2.49 Million
0.82% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
May 12, 2025 Q1 2025 |
47,212
shares
|
$2.48 Million
0.14% of portfolio
|
Q1 2025
Reduced 5.96%
|
|
|
New World Advisors LLC
Hingham, MA |
Apr 23, 2025 Q1 2025 |
47,143
shares
|
$2.47 Million
0.56% of portfolio
|
Q1 2025
Reduced 31.4%
|
|
|
Hirtle Callaghan & CO LLC
West Conshohocken, PA |
May 12, 2025 Q1 2025 |
47,059
shares
|
$2.47 Million
0.1% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
47,045
shares
|
$2.47 Million
0.49% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
47,029
shares
|
$2.47 Million
0.03% of portfolio
|
Q1 2025
Added 130.14%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
46,975
shares
|
$2.46 Million
0.05% of portfolio
|
Q1 2025
Reduced 43.39%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
46,597
shares
|
$2.44 Million
1.82% of portfolio
|
Q1 2025
Reduced 2.45%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
46,457
shares
|
$2.44 Million
0.38% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
46,170
shares
|
$2.42 Million
0.45% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
May 12, 2025 Q1 2025 |
46,025
shares
|
$2.41 Million
0.1% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
45,862
shares
|
$2.41 Million
0.74% of portfolio
|
Q1 2025
Added 18.51%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
45,762
shares
|
$2.4 Million
0.16% of portfolio
|
Q2 2022
Added 10.29%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
45,517
shares
|
$2.39 Million
0.2% of portfolio
|
Q1 2025
Reduced 0.21%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,459
shares
|
$2.38 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.21%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
45,383
shares
|
$2.38 Million
0.04% of portfolio
|
Q1 2025
Reduced 28.12%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
45,137
shares
|
$2.37 Million
1.89% of portfolio
|
Q1 2025
Added 11.36%
|