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 |
|---|---|---|---|---|---|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
14,851
shares
|
$782,350
0.2% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
14,816
shares
|
$780,506
0.02% of portfolio
|
Q2 2025
Reduced 0.38%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
14,790
shares
|
$779,137
0.1% of portfolio
|
Q1 2025
Added 0.34%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
14,729
shares
|
$775,923
0.09% of portfolio
|
Q2 2025
Added 14.94%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14,726
shares
|
$775,765
0.11% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
14,630
shares
|
$770,708
0.01% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
14,615
shares
|
$769,918
0.03% of portfolio
|
Q2 2025
Reduced 36.25%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
14,596
shares
|
$768,917
0.07% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
14,537
shares
|
$765,809
0.09% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Aug 14, 2025 Q2 2025 |
14,500
shares
|
$763,860
0.0% of portfolio
|
Q2 2025
Added 13.03%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
14,488
shares
|
$763,227
0.0% of portfolio
|
Q2 2025
Reduced 69.83%
|
|
|
Waters Parkerson & Co., LLC
|
Aug 14, 2025 Q2 2025 |
14,370
shares
|
$757,011
0.04% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
14,291
shares
|
$752,849
0.33% of portfolio
|
Q2 2025
Reduced 1.6%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
14,149
shares
|
$745,369
0.0% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
14,129
shares
|
$744,315
0.1% of portfolio
|
Q2 2025
Added 9.49%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
14,057
shares
|
$740,522
0.17% of portfolio
|
Q4 2022
Added 75.25%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jul 17, 2025 Q2 2025 |
14,050
shares
|
$740,154
0.28% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
13,928
shares
|
$733,727
0.0% of portfolio
|
Q2 2025
Reduced 65.72%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Aug 06, 2025 Q2 2025 |
13,924
shares
|
$733,516
0.18% of portfolio
|
Q2 2025
Reduced 7.82%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
13,914
shares
|
$732,989
0.22% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
Aug 08, 2025 Q2 2025 |
13,577
shares
|
$715,236
0.07% of portfolio
|
Q2 2025
Reduced 18.06%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
13,564
shares
|
$714,551
0.0% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,494
shares
|
$710,863
0.05% of portfolio
|
Q4 2023
Added 12.45%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,480
shares
|
$710,126
0.15% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
13,420
shares
|
$706,965
0.43% of portfolio
|
Q3 2024
Reduced 36.7%
|