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 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 |
|---|---|---|---|---|---|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
184
shares
|
$9,693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
181
shares
|
$9,535
0.01% of portfolio
|
Q2 2025
Added 5.85%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
166
shares
|
$8,744
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Alerus Financial Na
Grand Forks, ND |
Aug 13, 2025 Q2 2025 |
156
shares
|
$8,218
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
154
shares
|
$8,112
0.0% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Harbor Asset Planning, Inc.
Belmont, MA |
Jul 29, 2025 Q2 2025 |
151
shares
|
$7,954
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Aug 08, 2025 Q2 2025 |
150
shares
|
$7,902
0.0% of portfolio
|
Q2 2025
Reduced 52.98%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
145
shares
|
$7,638
0.0% of portfolio
|
Q1 2025
Reduced 84.97%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
140
shares
|
$7,375
0.0% of portfolio
|
Q3 2024
Reduced 75.44%
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
126
shares
|
$6,637
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Integrity Financial Corp
|
Aug 05, 2025 Q2 2025 |
120
shares
|
$6,321
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jnba Financial Advisors
|
Jul 24, 2025 Q2 2025 |
114
shares
|
$6,005
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Jul 21, 2025 Q2 2025 |
99
shares
|
$5,215
0.0% of portfolio
|
Q1 2025
Reduced 84.89%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
96
shares
|
$5,057
0.0% of portfolio
|
Q2 2025
Added 284.0%
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Aug 11, 2025 Q2 2025 |
94
shares
|
$4,951
0.0% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
93
shares
|
$4,899
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Mjt & Associates Financial Advisory Group, Inc.
Monteviceo, MN |
Jul 16, 2025 Q2 2025 |
84
shares
|
$4,425
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
80
shares
|
$4,214
0.0% of portfolio
|
Q3 2023
Reduced 91.16%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
77
shares
|
$4,056
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
75
shares
|
$3,951
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
74
shares
|
$3,898
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wolff Wiese Magana LLC
|
Jul 17, 2025 Q2 2025 |
72
shares
|
$3,792
0.0% of portfolio
|
Q3 2024
Reduced 82.73%
|
|
|
Cnb Bank
Clearfield, PA |
Jul 31, 2025 Q2 2025 |
69
shares
|
$3,634
0.0% of portfolio
|
Q1 2024
Reduced 93.1%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
66
shares
|
$3,476
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 16, 2025 Q2 2025 |
65
shares
|
$3,424
0.0% of portfolio
|
Q2 2025
Reduced 19.75%
|