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 |
|---|---|---|---|---|---|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
38,466
shares
|
$2.03 Million
0.25% of portfolio
|
Q2 2025
Reduced 1.42%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
38,297
shares
|
$2.02 Million
0.1% of portfolio
|
Q2 2025
Added 5.67%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Aug 01, 2025 Q2 2025 |
38,207
shares
|
$2.01 Million
0.11% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
38,139
shares
|
$2.01 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.58%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
38,097
shares
|
$2.01 Million
1.46% of portfolio
|
Q2 2025
Added 36.18%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
37,804
shares
|
$1.99 Million
0.05% of portfolio
|
Q2 2025
Reduced 7.53%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
37,770
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.97%
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
37,735
shares
|
$1.99 Million
0.55% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
37,540
shares
|
$1.98 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
37,187
shares
|
$1.96 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Jul 14, 2025 Q2 2025 |
37,071
shares
|
$1.95 Million
0.69% of portfolio
|
Q2 2025
Reduced 2.39%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jul 25, 2025 Q2 2025 |
36,766
shares
|
$1.94 Million
0.41% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
36,564
shares
|
$1.93 Million
0.06% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
36,190
shares
|
$1.91 Million
0.04% of portfolio
|
Q2 2025
Reduced 77.56%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
36,116
shares
|
$1.9 Million
0.17% of portfolio
|
Q2 2025
Added 27.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
36,007
shares
|
$1.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Financial Life Advisors
|
Jul 23, 2025 Q2 2025 |
35,795
shares
|
$1.89 Million
0.66% of portfolio
|
Q2 2025
Reduced 39.13%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Aug 05, 2025 Q2 2025 |
35,479
shares
|
$1.87 Million
1.33% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
35,432
shares
|
$1.87 Million
0.04% of portfolio
|
Q2 2025
Added 11.52%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
34,588
shares
|
$1.82 Million
0.02% of portfolio
|
Q2 2025
Added 19.83%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
34,273
shares
|
$1.81 Million
1.13% of portfolio
|
Q2 2025
Reduced 26.24%
|
|
|
Wilshire Advisors LLC
Santa Monica, CA |
Aug 14, 2025 Q2 2025 |
33,981
shares
|
$1.79 Million
16.22% of portfolio
|
Q2 2025
Reduced 8.9%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
33,827
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2023
Added 264.55%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Aug 13, 2025 Q2 2025 |
33,631
shares
|
$1.77 Million
1.67% of portfolio
|
Q2 2025
Added 9.79%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
33,614
shares
|
$1.77 Million
0.3% of portfolio
|
Q2 2025
Reduced 6.09%
|