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 |
|---|---|---|---|---|---|
|
Atwood & Palmer Inc
|
Apr 15, 2025 Q1 2025 |
525,487
shares
|
$27.6 Million
1.95% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
521,872
shares
|
$27.4 Million
0.06% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Dakota Wealth Management
|
May 01, 2025 Q1 2025 |
514,694
shares
|
$27 Million
0.64% of portfolio
|
Q1 2025
Added 9.91%
|
|
|
Nelson Capital Management, LLC
|
May 05, 2025 Q1 2025 |
511,597
shares
|
$26.8 Million
4.68% of portfolio
|
Q1 2025
Added 11.49%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
499,086
shares
|
$26.2 Million
0.92% of portfolio
|
Q1 2025
Added 6.16%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
487,689
shares
|
$25.6 Million
0.32% of portfolio
|
Q1 2025
Reduced 10.17%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
485,499
shares
|
$25.5 Million
0.04% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Lutz Financial Services LLC
|
May 07, 2025 Q1 2025 |
483,099
shares
|
$25.3 Million
2.07% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
466,308
shares
|
$24.5 Million
0.39% of portfolio
|
Q4 2023
Added 21.21%
|
|
|
Monograph Wealth Advisors, LLC
|
May 14, 2025 Q1 2025 |
461,125
shares
|
$24.2 Million
3.5% of portfolio
|
Q1 2025
Added 38.66%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
459,636
shares
|
$24.1 Million
1.21% of portfolio
|
Q1 2025
Added 8.11%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
457,664
shares
|
$24 Million
6.49% of portfolio
|
Q1 2023
Reduced 2.71%
|
|
|
Graypoint LLC
|
May 02, 2025 Q1 2025 |
438,642
shares
|
$23 Million
1.47% of portfolio
|
Q1 2025
Added 25.04%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
414,709
shares
|
$21.8 Million
2.23% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
412,409
shares
|
$21.6 Million
0.21% of portfolio
|
Q1 2025
Added 68.96%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
400,101
shares
|
$21 Million
7.12% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
May 14, 2025 Q1 2025 |
391,450
shares
|
$20.5 Million
0.47% of portfolio
|
Q1 2025
Added 49.49%
|
|
|
Astoria Strategic Wealth, Inc.
|
Apr 29, 2025 Q1 2025 |
384,022
shares
|
$20.1 Million
5.91% of portfolio
|
Q1 2025
Added 1.21%
|
|
|
Alley Investment Management Company, LLC
|
Apr 28, 2025 Q1 2025 |
379,630
shares
|
$19.9 Million
2.58% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
376,812
shares
|
$19.8 Million
1.33% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
May 02, 2025 Q1 2025 |
367,831
shares
|
$19.3 Million
4.01% of portfolio
|
Q1 2025
Added 11.58%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
367,800
shares
|
$19.3 Million
9.58% of portfolio
|
Q4 2020
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
May 14, 2025 Q1 2025 |
367,163
shares
|
$19.3 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.87%
|
|
|
Stephens Group Asset Management, LLC
|
Apr 15, 2025 Q1 2025 |
364,922
shares
|
$19.1 Million
1.55% of portfolio
|
Q1 2025
Reduced 3.4%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
364,162
shares
|
$19.1 Million
3.82% of portfolio
|
Q4 2022
Reduced 1.47%
|