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 1,062 institutions that hold shares in the stock, with a total of 325 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 |
|---|---|---|---|---|---|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Feb 12, 2025 Q4 2024 |
729,081
shares
|
$37.9 Million
2.35% of portfolio
|
Q4 2024
Added 9.69%
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
726,958
shares
|
$37.8 Million
17.85% of portfolio
|
Q4 2024
Added 23.27%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
715,891
shares
|
$37.2 Million
0.02% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
705,070
shares
|
$36.6 Million
4.65% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
698,879
shares
|
$36.3 Million
0.63% of portfolio
|
Q2 2024
Added 198.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
682,346
shares
|
$35.5 Million
0.1% of portfolio
|
Q4 2024
Added 49.49%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
679,581
shares
|
$35.3 Million
0.3% of portfolio
|
Q4 2021
Added 64.98%
|
|
|
American Family Insurance Mutual Holding CO
|
May 14, 2024 Q1 2024 |
670,543
shares
|
$34.8 Million
6.47% of portfolio
|
Q1 2022
Added 38.1%
|
|
|
American Family Investments, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
670,543
shares
|
$34.8 Million
1.68% of portfolio
|
Q2 2024
New holding
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
662,772
shares
|
$34.4 Million
3.08% of portfolio
|
Q4 2024
Added 6.12%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
649,770
shares
|
$33.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
647,353
shares
|
$33.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
643,157
shares
|
$33.4 Million
0.48% of portfolio
|
Q3 2023
Added 32.61%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
641,761
shares
|
$33.4 Million
2.74% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
641,149
shares
|
$33.3 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
640,027
shares
|
$33.3 Million
2.83% of portfolio
|
Q4 2022
Reduced 2.62%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
632,748
shares
|
$32.9 Million
0.97% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
629,910
shares
|
$32.7 Million
0.83% of portfolio
|
Q1 2025
Added 64.4%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
629,111
shares
|
$32.7 Million
0.47% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
626,317
shares
|
$32.5 Million
2.75% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
549,088
shares
|
$28.5 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
542,909
shares
|
$28.2 Million
0.34% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
526,201
shares
|
$27.3 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.85%
|
|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
525,487
shares
|
$27.3 Million
1.95% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
Prudential Financial Inc
Newark, NJ |
Feb 11, 2025 Q4 2024 |
520,000
shares
|
$27 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.48%
|