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 |
|---|---|---|---|---|---|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
39,767
shares
|
$2.09 Million
3.21% of portfolio
|
Q1 2023
Reduced 61.39%
|
|
|
My Legacy Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
39,618
shares
|
$2.08 Million
0.82% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
H&H Retirement Design & Management Inc
|
Apr 22, 2025 Q1 2025 |
39,149
shares
|
$2.05 Million
1.29% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
39,022
shares
|
$2.05 Million
0.28% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
38,928
shares
|
$2.04 Million
0.03% of portfolio
|
Q1 2025
Reduced 90.56%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
38,753
shares
|
$2.03 Million
0.1% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
38,634
shares
|
$2.03 Million
0.06% of portfolio
|
Q1 2025
Added 46.45%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
38,511
shares
|
$2.02 Million
0.24% of portfolio
|
Q1 2025
Reduced 1.62%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
38,056
shares
|
$2 Million
0.33% of portfolio
|
Q1 2025
Reduced 7.5%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Apr 09, 2025 Q1 2025 |
37,977
shares
|
$1.99 Million
0.86% of portfolio
|
Q1 2025
Added 40.32%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
37,735
shares
|
$1.98 Million
0.55% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
May 14, 2025 Q1 2025 |
37,540
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
May 02, 2025 Q1 2025 |
37,414
shares
|
$1.96 Million
0.12% of portfolio
|
Q1 2025
Reduced 23.81%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
May 29, 2025 Q1 2025 |
37,299
shares
|
$1.96 Million
0.68% of portfolio
|
Q1 2025
Reduced 3.96%
|
|
|
Gfg Capital, LLC
|
Apr 30, 2025 Q1 2025 |
37,297
shares
|
$1.96 Million
0.59% of portfolio
|
Q3 2024
Added 162.99%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
37,028
shares
|
$1.94 Million
0.03% of portfolio
|
Q1 2025
Added 38.11%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
36,382
shares
|
$1.91 Million
0.45% of portfolio
|
Q1 2025
Added 16.09%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
36,301
shares
|
$1.9 Million
0.53% of portfolio
|
Q1 2025
Added 79.02%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
36,243
shares
|
$1.9 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
35,795
shares
|
$1.88 Million
0.33% of portfolio
|
Q1 2025
Reduced 14.36%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
35,571
shares
|
$1.87 Million
0.07% of portfolio
|
Q1 2025
Added 27.51%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Apr 22, 2025 Q1 2025 |
35,457
shares
|
$1.86 Million
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
35,334
shares
|
$1.85 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
M Holdings Securities, Inc.
Portland, OR |
May 13, 2025 Q1 2025 |
35,012
shares
|
$1.84 Million
0.31% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
F Dx Advisors, Inc.
|
May 01, 2025 Q1 2025 |
34,873
shares
|
$1.83 Million
0.59% of portfolio
|
Q1 2025
Reduced 6.1%
|