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 1,074 institutions that hold shares in the stock, with a total of 395 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,313
shares
|
$69,090
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,271
shares
|
$66,880
0.0% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
1,245
shares
|
$65,511
0.01% of portfolio
|
Q2 2024
Reduced 38.67%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,239
shares
|
$65,196
0.0% of portfolio
|
Q4 2024
Added 923.97%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1,236
shares
|
$65,038
0.0% of portfolio
|
Q1 2025
Added 64.58%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,183
shares
|
$62,249
0.02% of portfolio
|
Q1 2025
Reduced 23.03%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,146
shares
|
$60,302
0.0% of portfolio
|
Q2 2024
Reduced 17.73%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,130
shares
|
$59,460
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
Jul 10, 2025 Q2 2025 |
1,115
shares
|
$58,671
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Abound Wealth Management
Franklin, TN |
Jul 14, 2025 Q2 2025 |
1,056
shares
|
$55,566
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Founders Capital Management
|
Jul 18, 2025 Q2 2025 |
1,040
shares
|
$54,724
0.03% of portfolio
|
Q4 2023
Reduced 51.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,008
shares
|
$53,040
0.0% of portfolio
|
Q2 2022
Reduced 54.51%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
997
shares
|
$52,462
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
986
shares
|
$51,883
0.01% of portfolio
|
Q1 2025
Reduced 99.71%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
971
shares
|
$51,094
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
956
shares
|
$50,304
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
948
shares
|
$49,883
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
886
shares
|
$46,621
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 07, 2025 Q2 2025 |
868
shares
|
$45,674
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Jul 17, 2025 Q2 2025 |
864
shares
|
$45,463
0.01% of portfolio
|
Q3 2018
Added 100.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
853
shares
|
$44,884
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Jul 24, 2025 Q2 2025 |
831
shares
|
$43,727
0.01% of portfolio
|
Q4 2024
Added 88.44%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
831
shares
|
$43,727
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
821
shares
|
$43,201
0.0% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jul 21, 2025 Q2 2025 |
809
shares
|
$42,569
0.04% of portfolio
|
Q3 2024
New holding
|