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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
24,268
shares
|
$1.27 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
24,114
shares
|
$1.26 Million
0.02% of portfolio
|
Q1 2025
Reduced 44.22%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
24,022
shares
|
$1.26 Million
0.0% of portfolio
|
Q1 2025
Reduced 97.05%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
23,860
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
Reduced 21.92%
|
|
|
La Fleur & Godfrey LLC
|
Apr 23, 2025 Q1 2025 |
23,695
shares
|
$1.24 Million
0.17% of portfolio
|
Q1 2025
Added 42.66%
|
|
|
Bingham Private Wealth, LLC
San Francisco, CA |
May 05, 2025 Q1 2025 |
23,665
shares
|
$1.24 Million
1.28% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
May 15, 2025 Q1 2025 |
23,512
shares
|
$1.23 Million
0.02% of portfolio
|
Q1 2025
Added 9.58%
|
|
|
Peoples Bank
|
Apr 30, 2025 Q1 2025 |
23,455
shares
|
$1.23 Million
0.81% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Pacific Point Advisors, LLC
Rancho Santa Fe, CA |
Apr 29, 2025 Q1 2025 |
23,380
shares
|
$1.23 Million
0.68% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
23,355
shares
|
$1.22 Million
0.01% of portfolio
|
Q1 2025
Added 21.12%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
23,010
shares
|
$1.21 Million
0.03% of portfolio
|
Q1 2025
Added 7.19%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
22,927
shares
|
$1.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.68%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
22,787
shares
|
$1.2 Million
0.11% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
22,705
shares
|
$1.19 Million
0.22% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
22,686
shares
|
$1.19 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Parsons Capital Management Inc
|
Apr 15, 2025 Q1 2025 |
22,596
shares
|
$1.19 Million
0.07% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Apr 29, 2025 Q1 2025 |
22,226
shares
|
$1.17 Million
1.05% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Exchange Bank
Santa Rosa, CA |
Apr 15, 2025 Q1 2025 |
22,163
shares
|
$1.16 Million
0.94% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
22,115
shares
|
$1.16 Million
0.88% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
21,406
shares
|
$1.12 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,184
shares
|
$1.11 Million
0.0% of portfolio
|
Q2 2022
Reduced 98.86%
|
|
|
Xy Planning Network, Inc.
Bozeman, MT |
Apr 21, 2025 Q1 2025 |
21,024
shares
|
$1.1 Million
0.73% of portfolio
|
Q1 2025
Reduced 11.14%
|
|
|
Enclave Advisors LLC
Austin, TX |
Apr 10, 2025 Q1 2025 |
20,941
shares
|
$1.1 Million
0.19% of portfolio
|
Q1 2025
Reduced 33.18%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
20,898
shares
|
$1.1 Million
0.0% of portfolio
|
Q1 2025
Added 263.7%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
20,845
shares
|
$1.09 Million
0.45% of portfolio
|
Q1 2025
Added 8.48%
|