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 |
|---|---|---|---|---|---|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,480
shares
|
$707,026
0.15% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
13,420
shares
|
$703,879
0.43% of portfolio
|
Q3 2024
Reduced 36.7%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
13,304
shares
|
$697,794
1.09% of portfolio
|
Q3 2022
Reduced 6.27%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
13,292
shares
|
$697,165
0.08% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
13,145
shares
|
$689,455
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,127
shares
|
$688,511
0.08% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
13,086
shares
|
$686,360
0.21% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
12,945
shares
|
$678,965
0.2% of portfolio
|
Q1 2025
Reduced 64.12%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
12,904
shares
|
$676,814
0.1% of portfolio
|
Q1 2025
Added 27.83%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
12,900
shares
|
$676,605
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Apr 24, 2025 Q1 2025 |
12,845
shares
|
$673,720
0.09% of portfolio
|
Q1 2025
Added 85.41%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
12,829
shares
|
$672,881
0.0% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
12,814
shares
|
$672,094
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
12,723
shares
|
$667,321
0.04% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,718
shares
|
$667,059
0.01% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
12,698
shares
|
$666,010
0.01% of portfolio
|
Q4 2024
Reduced 35.73%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
12,653
shares
|
$663,649
0.33% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
12,497
shares
|
$655,467
0.04% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
American Financial Advisors, LLC
|
May 01, 2025 Q1 2025 |
12,472
shares
|
$654,156
0.1% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
12,270
shares
|
$643,561
2.43% of portfolio
|
Q3 2023
Added 21.85%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
12,230
shares
|
$641,463
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
12,199
shares
|
$639,837
0.05% of portfolio
|
Q1 2025
Reduced 15.23%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
12,195
shares
|
$639,627
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,112
shares
|
$635,274
0.02% of portfolio
|
Q4 2023
Reduced 7.63%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
May 05, 2025 Q1 2025 |
11,871
shares
|
$622,633
0.51% of portfolio
|
Q1 2025
Reduced 36.28%
|