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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,736
shares
|
$1.82 Million
0.05% of portfolio
|
Q4 2024
Reduced 17.14%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
34,480
shares
|
$1.81 Million
0.07% of portfolio
|
Q1 2025
Added 69.9%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Apr 25, 2025 Q1 2025 |
34,464
shares
|
$1.81 Million
1.42% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
34,133
shares
|
$1.79 Million
0.67% of portfolio
|
Q1 2025
Reduced 25.8%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
33,892
shares
|
$1.78 Million
0.1% of portfolio
|
Q1 2025
Added 395.21%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
33,827
shares
|
$1.77 Million
0.07% of portfolio
|
Q3 2023
Added 264.55%
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
33,634
shares
|
$1.76 Million
0.06% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
33,190
shares
|
$1.74 Million
0.12% of portfolio
|
Q1 2025
Added 9.0%
|
|
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
May 08, 2025 Q1 2025 |
33,144
shares
|
$1.74 Million
0.1% of portfolio
|
Q1 2025
Reduced 31.16%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
33,113
shares
|
$1.74 Million
0.02% of portfolio
|
Q1 2025
Added 4.56%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
33,112
shares
|
$1.74 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Apr 29, 2025 Q1 2025 |
32,815
shares
|
$1.72 Million
1.71% of portfolio
|
Q1 2025
Added 3.56%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
32,766
shares
|
$1.72 Million
0.06% of portfolio
|
Q1 2025
Reduced 39.64%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
32,361
shares
|
$1.7 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.4%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
32,315
shares
|
$1.69 Million
0.03% of portfolio
|
Q1 2025
Added 44.7%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
32,303
shares
|
$1.69 Million
0.11% of portfolio
|
Q1 2025
Reduced 12.89%
|
|
|
Sheets Smith Wealth Management
|
Apr 23, 2025 Q1 2025 |
32,264
shares
|
$1.69 Million
0.21% of portfolio
|
Q1 2025
Added 9.15%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
31,975
shares
|
$1.68 Million
0.57% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
31,805
shares
|
$1.67 Million
0.06% of portfolio
|
Q2 2024
Added 8.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
31,772
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Added 7.45%
|
|
|
First Washington Corp
Seattle, WA |
May 14, 2025 Q1 2025 |
31,420
shares
|
$1.65 Million
0.62% of portfolio
|
Q4 2021
Reduced 54.08%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
30,633
shares
|
$1.61 Million
0.21% of portfolio
|
Q1 2025
Reduced 8.33%
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
May 14, 2025 Q1 2025 |
30,631
shares
|
$1.61 Million
1.55% of portfolio
|
Q1 2025
Added 91.71%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
30,558
shares
|
$1.6 Million
0.28% of portfolio
|
Q1 2025
Added 0.64%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
30,498
shares
|
$1.6 Million
0.35% of portfolio
|
Q1 2025
Added 0.93%
|