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 |
|---|---|---|---|---|---|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
15,100
shares
|
$791,995
0.07% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Sky Oak Wealth, LLC
|
May 01, 2025 Q1 2025 |
15,086
shares
|
$791,260
0.17% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
14,998
shares
|
$786,645
0.23% of portfolio
|
Q1 2025
Reduced 12.47%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
14,873
shares
|
$780,088
0.02% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Pekin Hardy Strauss, Inc.
|
Apr 29, 2025 Q1 2025 |
14,790
shares
|
$775,735
0.1% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14,726
shares
|
$772,378
0.11% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Vectors Research Management, LLC
New York, NY |
Apr 23, 2025 Q1 2025 |
14,628
shares
|
$767,238
0.27% of portfolio
|
Q1 2025
Reduced 76.7%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
14,594
shares
|
$765,455
0.36% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
14,537
shares
|
$762,465
0.09% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Mount Lucas Management LP
Newtown, PA |
May 06, 2025 Q1 2025 |
14,523
shares
|
$761,731
0.25% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Apr 16, 2025 Q1 2025 |
14,490
shares
|
$760,000
0.01% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Waters Parkerson & Co., LLC
|
May 15, 2025 Q1 2025 |
14,470
shares
|
$758,951
0.04% of portfolio
|
Q1 2025
Added 32.81%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Apr 21, 2025 Q1 2025 |
14,460
shares
|
$758,427
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Apr 22, 2025 Q1 2025 |
14,384
shares
|
$754,440
0.31% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
May 01, 2025 Q1 2025 |
14,240
shares
|
$746,888
0.34% of portfolio
|
Q1 2025
Reduced 0.5%
|
|
|
Bank Plus Trust Department
Jackson, MS |
May 01, 2025 Q1 2025 |
14,184
shares
|
$743,950
0.25% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
14,149
shares
|
$742,115
0.0% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Fort Washington Investment Advisors Inc
|
Apr 16, 2025 Q1 2025 |
14,141
shares
|
$741,695
0.0% of portfolio
|
Q4 2024
Reduced 2.75%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
14,057
shares
|
$737,289
0.19% of portfolio
|
Q4 2022
Added 75.25%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
13,787
shares
|
$723,128
0.03% of portfolio
|
Q1 2025
Added 9.06%
|
|
|
Colton Groome Financial Advisors, LLC
|
May 15, 2025 Q1 2025 |
13,750
shares
|
$721,187
0.28% of portfolio
|
Q1 2025
Reduced 13.79%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
13,737
shares
|
$720,505
0.02% of portfolio
|
Q1 2025
Reduced 68.28%
|
|
|
Swp Financial LLC
San Diego, CA |
May 02, 2025 Q1 2025 |
13,729
shares
|
$720,086
0.44% of portfolio
|
Q1 2025
Reduced 9.7%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
13,629
shares
|
$714,841
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,494
shares
|
$707,760
0.05% of portfolio
|
Q4 2023
Added 12.45%
|