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 |
|---|---|---|---|---|---|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
8,200
shares
|
$430,090
0.03% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
8,200
shares
|
$430,090
1.12% of portfolio
|
Q4 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
8,187
shares
|
$429,408
0.04% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
8,146
shares
|
$427,257
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Apr 15, 2025 Q1 2025 |
8,000
shares
|
$419,600
0.16% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Cito Capital Group, LLC
Miami, FL |
May 15, 2025 Q1 2025 |
8,000
shares
|
$419,600
0.16% of portfolio
|
Q3 2022
Added 14.29%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
May 13, 2025 Q1 2025 |
7,940
shares
|
$416,453
0.2% of portfolio
|
Q4 2024
Added 2.19%
|
|
|
Verum Partners LLC
Charlotte, NC |
Apr 11, 2025 Q1 2025 |
7,915
shares
|
$415,141
0.11% of portfolio
|
Q1 2025
Reduced 7.71%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
May 05, 2025 Q1 2025 |
7,914
shares
|
$415,089
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
Janney Capital Management LLC
|
Apr 21, 2025 Q1 2025 |
7,880
shares
|
$413,306
0.03% of portfolio
|
Q1 2025
Reduced 5.98%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
7,876
shares
|
$413,096
0.13% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Strive Asset Management, LLC
Dublin, OH |
May 15, 2025 Q1 2025 |
7,870
shares
|
$412,781
0.29% of portfolio
|
Q1 2025
Added 30.02%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,816
shares
|
$409,949
0.03% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
7,772
shares
|
$407,641
0.03% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Aspiriant, LLC
|
Apr 21, 2025 Q1 2025 |
7,764
shares
|
$407,221
0.01% of portfolio
|
Q1 2025
Added 42.93%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
May 09, 2025 Q1 2025 |
7,660
shares
|
$401,767
0.24% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
First Manhattan CO
New York, NY |
May 15, 2025 Q1 2025 |
7,645
shares
|
$400,980
0.0% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
D.B. Root & Company, LLC
|
May 14, 2025 Q1 2025 |
7,590
shares
|
$398,095
0.13% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
First United Bank & Trust
|
Apr 15, 2025 Q1 2025 |
7,572
shares
|
$397,151
0.15% of portfolio
|
Q1 2025
Reduced 8.06%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
7,563
shares
|
$396,679
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Xtx Topco LTD
London, X0 |
May 07, 2025 Q1 2025 |
7,534
shares
|
$395,158
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Truefg, LLC
Cedar Park, TX |
Apr 14, 2025 Q1 2025 |
7,456
shares
|
$391,067
0.13% of portfolio
|
Q1 2025
Reduced 5.03%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
7,411
shares
|
$388,706
0.04% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
7,407
shares
|
$388,497
0.04% of portfolio
|
Q4 2024
Added 0.24%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,368
shares
|
$386,451
0.01% of portfolio
|
Q1 2025
Reduced 82.46%
|