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 |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
19,739
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Aug 01, 2025 Q2 2025 |
19,712
shares
|
$1.04 Million
0.42% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
19,530
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
19,289
shares
|
$1.02 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
19,209
shares
|
$1.01 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
F Dx Advisors, Inc.
|
Aug 07, 2025 Q2 2025 |
19,081
shares
|
$1.01 Million
0.31% of portfolio
|
Q2 2025
Reduced 45.28%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
18,987
shares
|
$1 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
18,820
shares
|
$991,437
0.16% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jul 15, 2025 Q2 2025 |
18,795
shares
|
$990,120
0.02% of portfolio
|
Q2 2025
Reduced 5.6%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,735
shares
|
$986,959
0.04% of portfolio
|
Q3 2022
Reduced 26.73%
|
|
|
Kanawha Capital Management LLC
|
Jul 29, 2025 Q2 2025 |
18,730
shares
|
$986,696
0.07% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
18,576
shares
|
$978,583
0.03% of portfolio
|
Q2 2025
Reduced 28.56%
|
|
|
Swp Financial LLC
San Diego, CA |
Jul 18, 2025 Q2 2025 |
18,482
shares
|
$973,631
0.54% of portfolio
|
Q2 2025
Added 34.62%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
18,255
shares
|
$961,673
0.06% of portfolio
|
Q2 2025
Added 115.09%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Jul 23, 2025 Q2 2025 |
18,232
shares
|
$960,461
0.35% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Stelac Advisory Services LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
18,168
shares
|
$957,090
0.37% of portfolio
|
Q2 2025
Reduced 8.93%
|
|
|
Advisory Research Inc
Chicago, IL |
Aug 13, 2025 Q2 2025 |
17,830
shares
|
$939,284
0.15% of portfolio
|
Q2 2024
Added 121.08%
|
|
|
Ma Private Wealth
|
Jul 24, 2025 Q2 2025 |
17,826
shares
|
$939,073
0.17% of portfolio
|
Q2 2025
Reduced 86.68%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jul 18, 2025 Q2 2025 |
17,766
shares
|
$935,912
0.27% of portfolio
|
Q2 2025
Reduced 9.75%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
17,748
shares
|
$934,964
0.36% of portfolio
|
Q2 2025
Added 21.61%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
17,660
shares
|
$930,328
0.08% of portfolio
|
Q2 2025
Reduced 22.22%
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
17,571
shares
|
$925,640
0.2% of portfolio
|
Q2 2025
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Aug 05, 2025 Q2 2025 |
17,563
shares
|
$925,218
0.65% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
17,419
shares
|
$917,632
0.0% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Simpli Fi, Inc.
|
Jul 18, 2025 Q2 2025 |
17,389
shares
|
$916,052
0.51% of portfolio
|
Q2 2025
Added 0.34%
|