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 |
|---|---|---|---|---|---|
|
Relyea Zuckerberg Hanson LLC
|
Jul 22, 2025 Q2 2025 |
8,084
shares
|
$425,865
0.05% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
8,043
shares
|
$423,705
0.11% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jul 15, 2025 Q2 2025 |
8,003
shares
|
$421,598
0.1% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2025 Q2 2025 |
8,000
shares
|
$421,440
0.15% of portfolio
|
Q3 2022
Added 14.29%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 05, 2025 Q2 2025 |
7,998
shares
|
$421,334
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 16, 2025 Q2 2025 |
7,975
shares
|
$420,123
0.05% of portfolio
|
Q2 2025
Reduced 20.03%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
7,946
shares
|
$418,595
0.1% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
D.B. Root & Company, LLC
|
Jul 22, 2025 Q2 2025 |
7,940
shares
|
$418,279
0.13% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
Aug 06, 2025 Q2 2025 |
7,920
shares
|
$417,225
0.19% of portfolio
|
Q2 2025
Reduced 0.25%
|
|
|
Elyxium Wealth, LLC
San Mateo, CA |
Aug 05, 2025 Q2 2025 |
7,914
shares
|
$416,909
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
7,876
shares
|
$414,907
0.12% of portfolio
|
Q1 2025
Reduced 0.03%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
7,822
shares
|
$412,062
0.06% of portfolio
|
Q2 2025
Reduced 59.04%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
7,810
shares
|
$411,430
0.03% of portfolio
|
Q2 2025
Reduced 0.08%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
7,772
shares
|
$409,428
0.03% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
7,764
shares
|
$409,007
0.01% of portfolio
|
Q1 2025
Added 42.93%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
7,719
shares
|
$406,636
0.15% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
7,711
shares
|
$406,215
0.01% of portfolio
|
Q2 2025
Reduced 44.07%
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
7,683
shares
|
$404,740
0.09% of portfolio
|
Q2 2025
Added 5.23%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
7,676
shares
|
$404,371
0.0% of portfolio
|
Q2 2025
Reduced 16.35%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
7,660
shares
|
$403,528
0.22% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
7,650
shares
|
$403,002
0.01% of portfolio
|
Q2 2025
Reduced 23.69%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
7,640
shares
|
$402,475
0.0% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Janney Capital Management LLC
|
Jul 17, 2025 Q2 2025 |
7,636
shares
|
$402,264
0.03% of portfolio
|
Q2 2025
Reduced 3.1%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
7,577
shares
|
$399,156
0.01% of portfolio
|
Q2 2025
Added 2.84%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
7,559
shares
|
$398,208
0.0% of portfolio
|
Q2 2025
Reduced 25.46%
|