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 1,066 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 |
|---|---|---|---|---|---|
|
Epg Wealth Management LLC
Atlanta, GA |
May 13, 2025 Q1 2025 |
2,332
shares
|
$122,313
0.03% of portfolio
|
Q1 2025
Reduced 5.24%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,217
shares
|
$116,281
0.01% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
2,154
shares
|
$112,977
0.02% of portfolio
|
Q1 2025
Reduced 27.72%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
2,135
shares
|
$111,980
0.03% of portfolio
|
Q1 2025
Added 3.59%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 16, 2025 Q1 2025 |
2,074
shares
|
$108,781
0.01% of portfolio
|
Q1 2025
Added 2.88%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
2,057
shares
|
$107,889
0.11% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2025 Q1 2025 |
2,000
shares
|
$104,900
0.05% of portfolio
|
Q1 2024
Reduced 55.52%
|
|
|
Future Financial Wealth Managment LLC
|
Apr 09, 2025 Q1 2025 |
1,974
shares
|
$103,536
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,840
shares
|
$96,508
0.16% of portfolio
|
Q1 2022
Reduced 10.81%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,763
shares
|
$92,469
0.01% of portfolio
|
Q2 2024
Added 1.03%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,747
shares
|
$91,630
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Apr 23, 2025 Q1 2025 |
1,720
shares
|
$90,214
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Apr 22, 2025 Q1 2025 |
1,709
shares
|
$89,637
0.02% of portfolio
|
Q1 2025
Reduced 20.1%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Apr 16, 2025 Q1 2025 |
1,702
shares
|
$89,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,700
shares
|
$89,165
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,700
shares
|
$89,165
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,685
shares
|
$88,378
0.01% of portfolio
|
Q2 2023
Added 39.83%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
May 14, 2025 Q1 2025 |
1,660
shares
|
$87,067
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,617
shares
|
$84,811
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,600
shares
|
$83,920
0.02% of portfolio
|
Q2 2022
Reduced 13.51%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
1,534
shares
|
$80,458
0.06% of portfolio
|
Q1 2025
Added 22.33%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
1,520
shares
|
$79,724
0.01% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,518
shares
|
$79,619
0.02% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,480
shares
|
$77,626
0.03% of portfolio
|
Q4 2020
Reduced 25.25%
|
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 08, 2025 Q1 2025 |
1,479
shares
|
$77,573
0.05% of portfolio
|
Q1 2025
New holding
|