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 |
|---|---|---|---|---|---|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
364,162
shares
|
$19.1 Million
3.81% of portfolio
|
Q4 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
361,959
shares
|
$19 Million
0.24% of portfolio
|
Q1 2025
Added 127.39%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Apr 28, 2025 Q1 2025 |
342,810
shares
|
$18 Million
1.31% of portfolio
|
Q1 2025
Added 17.12%
|
|
|
Anchor Capital Advisors LLC
|
May 13, 2025 Q1 2025 |
336,918
shares
|
$17.7 Million
0.58% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
331,286
shares
|
$17.4 Million
0.16% of portfolio
|
Q1 2025
Added 4.41%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
327,735
shares
|
$17.2 Million
0.02% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
323,130
shares
|
$16.9 Million
0.03% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Johns Hopkins University
Baltimore, MD |
May 06, 2025 Q1 2025 |
321,905
shares
|
$16.9 Million
0.64% of portfolio
|
Q1 2025
Reduced 60.26%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
321,269
shares
|
$16.9 Million
0.04% of portfolio
|
Q1 2025
Added 18.73%
|
|
|
Schaeffer Financial LLC
|
May 07, 2025 Q1 2025 |
320,495
shares
|
$16.8 Million
18.53% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
317,373
shares
|
$16.6 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.57%
|
|
|
Blue Fin Capital, Inc.
|
Feb 18, 2025 Q4 2024 |
306,619
shares
|
$16.1 Million
3.0% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Strategic Advocates LLC
Logan, UT |
May 08, 2025 Q1 2025 |
305,260
shares
|
$16 Million
5.56% of portfolio
|
Q1 2025
Added 68.48%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
304,814
shares
|
$16 Million
3.24% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
First Citizens Bank & Trust CO
|
Apr 14, 2025 Q1 2025 |
304,681
shares
|
$16 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
303,044
shares
|
$15.9 Million
0.52% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
301,027
shares
|
$15.8 Million
0.37% of portfolio
|
Q1 2025
Added 403.4%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
300,000
shares
|
$15.7 Million
0.03% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
295,761
shares
|
$15.5 Million
1.65% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
May 13, 2025 Q1 2025 |
295,500
shares
|
$15.5 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Better Money Decisions, LLC
|
Apr 10, 2025 Q1 2025 |
285,967
shares
|
$15 Million
10.02% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
285,464
shares
|
$15 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.34%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
278,770
shares
|
$14.6 Million
0.04% of portfolio
|
Q1 2022
Reduced 75.52%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Apr 10, 2025 Q1 2025 |
277,210
shares
|
$14.5 Million
3.25% of portfolio
|
Q1 2025
Reduced 27.61%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
May 07, 2025 Q1 2025 |
265,162
shares
|
$13.9 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.95%
|