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 |
|---|---|---|---|---|---|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Feb 26, 2025 Q4 2024 |
1,477
shares
|
$77,468
0.01% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
1,423
shares
|
$74,636
0.03% of portfolio
|
Q1 2025
Reduced 5.45%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,400
shares
|
$73,430
0.03% of portfolio
|
Q3 2023
Added 1900.0%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Apr 29, 2025 Q1 2025 |
1,313
shares
|
$68,866
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
1,271
shares
|
$66,663
0.0% of portfolio
|
Q4 2024
Reduced 22.31%
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
1,245
shares
|
$65,300
0.01% of portfolio
|
Q2 2024
Reduced 38.67%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
1,239
shares
|
$64,985
0.0% of portfolio
|
Q4 2024
Added 923.97%
|
|
|
Hallmark Capital Management Inc
|
May 07, 2025 Q1 2025 |
1,236
shares
|
$64,828
0.0% of portfolio
|
Q1 2025
Added 64.58%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
1,183
shares
|
$62,048
0.02% of portfolio
|
Q1 2025
Reduced 23.03%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,146
shares
|
$60,107
0.0% of portfolio
|
Q2 2024
Reduced 17.73%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
1,130
shares
|
$59,268
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Capital Management
|
Apr 08, 2025 Q1 2025 |
1,040
shares
|
$54,548
0.04% of portfolio
|
Q4 2023
Reduced 51.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,008
shares
|
$52,869
0.0% of portfolio
|
Q2 2022
Reduced 54.51%
|
|
|
N.E.W. Advisory Services LLC
|
May 07, 2025 Q1 2025 |
997
shares
|
$52,292
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
May 15, 2025 Q1 2025 |
986
shares
|
$51,715
0.01% of portfolio
|
Q1 2025
Reduced 99.71%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
971
shares
|
$50,928
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
956
shares
|
$50,142
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
948
shares
|
$49,722
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
886
shares
|
$46,470
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Independence Bank Of Kentucky
|
Apr 11, 2025 Q1 2025 |
864
shares
|
$45,316
0.01% of portfolio
|
Q3 2018
Added 100.0%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
853
shares
|
$44,739
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thompson Investment Management, Inc.
|
Apr 15, 2025 Q1 2025 |
831
shares
|
$43,585
0.01% of portfolio
|
Q4 2024
Added 88.44%
|
|
|
Dunhill Financial, LLC
London, X0 |
Apr 21, 2025 Q1 2025 |
831
shares
|
$43,585
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
May 05, 2025 Q1 2025 |
821
shares
|
$43,061
0.0% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Apr 14, 2025 Q1 2025 |
809
shares
|
$42,432
0.04% of portfolio
|
Q3 2024
New holding
|