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 |
|---|---|---|---|---|---|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,158
shares
|
$219,043
0.08% of portfolio
|
Q1 2024
Reduced 11.72%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jul 31, 2025 Q2 2025 |
4,139
shares
|
$218,042
0.13% of portfolio
|
Q2 2025
Reduced 7.18%
|
|
|
Tandem Investment Partners LLC
Bordentown, NJ |
Jul 22, 2025 Q2 2025 |
4,123
shares
|
$217,199
0.19% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
4,114
shares
|
$216,725
0.14% of portfolio
|
Q1 2025
Reduced 18.1%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
4,108
shares
|
$216,409
0.03% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
4,076
shares
|
$214,723
0.01% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Foster & Motley Inc
Cincinnati, OH |
Jul 29, 2025 Q2 2025 |
4,032
shares
|
$212,405
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jul 21, 2025 Q2 2025 |
4,031
shares
|
$212,353
0.0% of portfolio
|
Q2 2025
Reduced 23.66%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
4,013
shares
|
$211,404
0.04% of portfolio
|
Q2 2025
Reduced 11.22%
|
|
|
Pcg Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
4,000
shares
|
$210,720
0.11% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2025 Q2 2025 |
4,000
shares
|
$210,720
0.05% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
3,967
shares
|
$208,981
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
3,965
shares
|
$208,876
0.03% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Martin Capital Advisors, LLP
|
Jul 14, 2025 Q2 2025 |
3,960
shares
|
$208,612
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
3,954
shares
|
$208,296
0.07% of portfolio
|
Q2 2025
Reduced 22.17%
|
|
|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 14, 2025 Q2 2025 |
3,954
shares
|
$208,296
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Navigoe, LLC
Redondo Beach, CA |
Aug 14, 2025 Q2 2025 |
3,929
shares
|
$206,979
0.16% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Aug 13, 2025 Q2 2025 |
3,901
shares
|
$205,504
0.1% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Heritage Investors Management Corp
|
Aug 04, 2025 Q2 2025 |
3,886
shares
|
$204,714
0.01% of portfolio
|
Q2 2025
Reduced 9.33%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
3,884
shares
|
$204,609
0.01% of portfolio
|
Q2 2025
Reduced 3.96%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
3,870
shares
|
$203,871
0.01% of portfolio
|
Q2 2025
Reduced 45.06%
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Jul 07, 2025 Q2 2025 |
3,862
shares
|
$203,450
0.1% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
3,856
shares
|
$203,134
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Good Steward Wealth Advisors,Llc
Clarksville, TN |
Jul 07, 2025 Q2 2025 |
3,852
shares
|
$202,923
0.16% of portfolio
|
Q2 2025
Reduced 62.15%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
3,849
shares
|
$202,765
0.06% of portfolio
|
Q4 2023
Reduced 15.63%
|