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 |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
27,859
shares
|
$1.46 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
27,782
shares
|
$1.46 Million
0.02% of portfolio
|
Q1 2025
Reduced 12.82%
|
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Apr 18, 2025 Q1 2025 |
27,775
shares
|
$1.46 Million
1.18% of portfolio
|
Q1 2025
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
27,766
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2024
Added 93.55%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
27,526
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2025
Added 81.16%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
27,354
shares
|
$1.43 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
27,293
shares
|
$1.43 Million
1.33% of portfolio
|
Q1 2025
New holding
|
|
|
Forte Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
26,902
shares
|
$1.41 Million
0.72% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
26,720
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2023
Reduced 0.01%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
26,654
shares
|
$1.4 Million
1.07% of portfolio
|
Q1 2025
Reduced 5.41%
|
|
|
Tag Stone Capital, Inc.
|
May 05, 2025 Q1 2025 |
26,625
shares
|
$1.4 Million
0.71% of portfolio
|
Q1 2025
Added 448.97%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
26,221
shares
|
$1.38 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
26,212
shares
|
$1.37 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.28%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Apr 09, 2025 Q1 2025 |
26,107
shares
|
$1.37 Million
1.23% of portfolio
|
Q1 2025
Added 136.78%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
26,004
shares
|
$1.36 Million
0.05% of portfolio
|
Q1 2025
Reduced 25.25%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
25,796
shares
|
$1.35 Million
0.71% of portfolio
|
Q4 2024
Added 25.41%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
25,473
shares
|
$1.34 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
May 05, 2025 Q1 2025 |
25,310
shares
|
$1.33 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
25,130
shares
|
$1.32 Million
0.12% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
25,042
shares
|
$1.31 Million
0.04% of portfolio
|
Q1 2025
Added 182.55%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
24,921
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 3.17%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Apr 14, 2025 Q1 2025 |
24,894
shares
|
$1.31 Million
0.18% of portfolio
|
Q1 2025
Reduced 19.01%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
24,869
shares
|
$1.3 Million
0.11% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,844
shares
|
$1.3 Million
0.09% of portfolio
|
Q4 2023
Added 83.51%
|
|
|
Advisor Os, LLC
|
May 06, 2025 Q1 2025 |
24,665
shares
|
$1.29 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.66%
|