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 |
|---|---|---|---|---|---|
|
Alexis Investment Partners, LLC
Montgomery, TX |
Jul 29, 2025 Q2 2025 |
17,350
shares
|
$913,998
0.39% of portfolio
|
Q2 2025
Reduced 2.8%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Jul 15, 2025 Q2 2025 |
17,292
shares
|
$910,942
0.52% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Zacks Investment Management
Chicago, IL |
Aug 12, 2025 Q2 2025 |
17,290
shares
|
$910,837
0.01% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Wulff, Hansen & Co.
|
Aug 12, 2025 Q2 2025 |
17,190
shares
|
$905,569
0.85% of portfolio
|
Q2 2025
Reduced 10.61%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
17,134
shares
|
$902,619
0.02% of portfolio
|
Q4 2023
Added 15.84%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
17,028
shares
|
$897,035
0.06% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
16,946
shares
|
$892,715
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Grand Wealth Management, LLC
Grand Rapids, MI |
Jul 24, 2025 Q2 2025 |
16,946
shares
|
$892,715
0.5% of portfolio
|
Q2 2025
Reduced 14.25%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
16,853
shares
|
$887,816
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
16,819
shares
|
$886,024
0.05% of portfolio
|
Q2 2025
Reduced 1.0%
|
|
|
M&T Bank Corp
|
Aug 13, 2025 Q2 2025 |
16,380
shares
|
$862,898
0.0% of portfolio
|
Q2 2025
Added 157.67%
|
|
|
Townsquare Capital LLC
|
Aug 13, 2025 Q2 2025 |
16,227
shares
|
$854,838
0.09% of portfolio
|
Q2 2025
Added 93.25%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
16,123
shares
|
$849,359
0.05% of portfolio
|
Q2 2025
Added 29.01%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
16,041
shares
|
$845,039
0.11% of portfolio
|
Q2 2025
Added 68.37%
|
|
|
Union Savings Bank
Litchfield, CT |
Aug 08, 2025 Q2 2025 |
16,032
shares
|
$844,565
0.39% of portfolio
|
Q2 2025
Reduced 4.53%
|
|
|
Quaker Capital Investments, LLC
Pittsburgh, PA |
Aug 13, 2025 Q2 2025 |
16,000
shares
|
$842,880
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Wambolt & Associates, LLC
|
Aug 12, 2025 Q2 2025 |
15,949
shares
|
$840,193
0.29% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Strategy Asset Managers LLC
|
Aug 07, 2025 Q2 2025 |
15,862
shares
|
$835,610
0.16% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
Jul 28, 2025 Q2 2025 |
15,843
shares
|
$834,609
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
15,490
shares
|
$816,013
0.07% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Allie Family Office LLC
|
Aug 13, 2025 Q2 2025 |
15,460
shares
|
$814,432
0.38% of portfolio
|
Q2 2025
Added 61.51%
|
|
|
Cardinal Capital Management
|
Jul 14, 2025 Q2 2025 |
15,340
shares
|
$808,111
0.12% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
15,287
shares
|
$805,319
0.06% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Forum Private Client Group LLC
|
Aug 12, 2025 Q2 2025 |
15,251
shares
|
$803,422
0.31% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Sky Oak Wealth, LLC
|
Jul 30, 2025 Q2 2025 |
15,086
shares
|
$794,730
0.16% of portfolio
|
Q1 2025
Reduced 9.7%
|