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 |
|---|---|---|---|---|---|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Aug 07, 2025 Q2 2025 |
11,846
shares
|
$624,047
0.16% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
11,844
shares
|
$623,941
0.03% of portfolio
|
Q2 2025
Added 57.21%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
11,785
shares
|
$620,833
0.02% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
11,652
shares
|
$613,827
0.05% of portfolio
|
Q2 2025
Added 7.86%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
11,470
shares
|
$604,239
0.28% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
11,368
shares
|
$598,866
0.25% of portfolio
|
Q2 2025
Reduced 4.15%
|
|
|
Rock Creek Group, LP
|
Aug 12, 2025 Q2 2025 |
11,347
shares
|
$597,759
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jul 25, 2025 Q2 2025 |
11,343
shares
|
$597,549
0.02% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Sym Financial Corp
|
Aug 01, 2025 Q2 2025 |
11,241
shares
|
$592,175
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Aug 01, 2025 Q2 2025 |
11,237
shares
|
$591,965
0.48% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
11,136
shares
|
$586,644
0.26% of portfolio
|
Q2 2025
Added 35.49%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 11, 2025 Q2 2025 |
11,075
shares
|
$583,431
0.08% of portfolio
|
Q2 2025
Added 94.3%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
11,070
shares
|
$583,167
0.36% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
11,009
shares
|
$579,954
0.05% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Jul 15, 2025 Q2 2025 |
11,009
shares
|
$579,954
0.44% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
10,976
shares
|
$578,215
0.1% of portfolio
|
Q4 2024
Reduced 52.24%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
10,732
shares
|
$565,361
0.21% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Tag Stone Capital, Inc.
|
Aug 11, 2025 Q2 2025 |
10,712
shares
|
$564,308
0.26% of portfolio
|
Q2 2025
Reduced 59.77%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
10,614
shares
|
$559,145
0.0% of portfolio
|
Q2 2025
Reduced 35.02%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
10,613
shares
|
$559,092
0.02% of portfolio
|
Q2 2025
Added 6.89%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jul 31, 2025 Q2 2025 |
10,590
shares
|
$557,881
0.15% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
10,584
shares
|
$557,565
0.01% of portfolio
|
Q2 2025
Reduced 76.33%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
10,566
shares
|
$556,616
0.04% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 04, 2025 Q2 2025 |
10,556
shares
|
$556,090
0.1% of portfolio
|
Q2 2025
Added 23.2%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jul 29, 2025 Q2 2025 |
10,509
shares
|
$553,614
0.49% of portfolio
|
Q2 2025
Added 1.12%
|