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 |
|---|---|---|---|---|---|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
1,189,780
shares
|
$62.7 Million
0.48% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Jul 24, 2025 Q2 2025 |
1,152,931
shares
|
$60.7 Million
3.87% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
1,128,304
shares
|
$59.4 Million
0.08% of portfolio
|
Q2 2025
Added 8.26%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
1,120,405
shares
|
$59 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.63%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
1,120,100
shares
|
$59 Million
0.08% of portfolio
|
Q2 2025
Reduced 43.42%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
1,085,960
shares
|
$57.2 Million
5.74% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
1,034,846
shares
|
$54.5 Million
1.7% of portfolio
|
Q2 2025
Added 11.25%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
962,538
shares
|
$50.7 Million
8.11% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
928,958
shares
|
$48.9 Million
19.9% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
900,636
shares
|
$47.4 Million
0.79% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
897,059
shares
|
$47.3 Million
0.08% of portfolio
|
Q2 2025
Reduced 22.45%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Aug 14, 2025 Q2 2025 |
894,272
shares
|
$47.1 Million
0.38% of portfolio
|
Q2 2025
Added 31.59%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
893,675
shares
|
$47.1 Million
7.85% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Fiduciary Trust CO
Boston, MA |
Aug 13, 2025 Q2 2025 |
881,002
shares
|
$46.4 Million
0.59% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
863,658
shares
|
$45.5 Million
1.4% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
836,316
shares
|
$44.1 Million
0.69% of portfolio
|
Q2 2023
Added 8.69%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
824,228
shares
|
$43.4 Million
0.02% of portfolio
|
Q2 2025
Added 11.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
821,602
shares
|
$43.3 Million
2.22% of portfolio
|
Q2 2025
Added 3.05%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jul 31, 2025 Q2 2025 |
817,000
shares
|
$43 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.79%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
811,596
shares
|
$42.8 Million
8.68% of portfolio
|
Q4 2023
New holding
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
808,279
shares
|
$42.6 Million
2.21% of portfolio
|
Q2 2025
Added 7.79%
|
|
|
Cutler Investment Counsel LLC
|
Jul 28, 2025 Q2 2025 |
779,759
shares
|
$41.1 Million
4.69% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
775,356
shares
|
$40.8 Million
0.25% of portfolio
|
Q2 2023
Reduced 23.74%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
774,660
shares
|
$40.8 Million
0.92% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
773,440
shares
|
$40.7 Million
3.66% of portfolio
|
Q2 2025
Added 1.66%
|