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 |
|---|---|---|---|---|---|
|
Jb Global.Com LLC
New York, NY |
Jul 02, 2025 Q2 2025 |
353,089
shares
|
$18.6 Million
19.36% of portfolio
|
Q2 2025
Added 696.77%
|
|
|
First Citizens Bank & Trust CO
|
Jul 30, 2025 Q2 2025 |
349,227
shares
|
$18.4 Million
0.28% of portfolio
|
Q2 2025
Added 14.62%
|
|
|
Schaeffer Financial LLC
|
Jul 18, 2025 Q2 2025 |
348,482
shares
|
$18.4 Million
17.97% of portfolio
|
Q2 2025
Added 8.73%
|
|
|
Atwood & Palmer Inc
|
Jul 08, 2025 Q2 2025 |
339,783
shares
|
$17.9 Million
1.27% of portfolio
|
Q2 2025
Reduced 35.34%
|
|
|
Blue Fin Capital, Inc.
|
Aug 13, 2025 Q2 2025 |
336,793
shares
|
$17.7 Million
3.11% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
335,650
shares
|
$17.7 Million
0.03% of portfolio
|
Q2 2025
Added 3.87%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
335,115
shares
|
$17.7 Million
0.36% of portfolio
|
Q2 2025
Added 11.32%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
331,022
shares
|
$17.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 19.73%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
328,649
shares
|
$17.3 Million
0.53% of portfolio
|
Q2 2025
Added 8.45%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
328,625
shares
|
$17.3 Million
0.56% of portfolio
|
Q2 2025
Reduced 2.46%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
327,825
shares
|
$17.3 Million
0.14% of portfolio
|
Q2 2025
Added 3.29%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
326,991
shares
|
$17.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.23%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
326,425
shares
|
$17.2 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Johns Hopkins University
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
321,905
shares
|
$17 Million
0.9% of portfolio
|
Q1 2025
Reduced 60.26%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jul 08, 2025 Q2 2025 |
315,403
shares
|
$16.6 Million
4.94% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
314,613
shares
|
$16.6 Million
3.14% of portfolio
|
Q2 2025
Added 33.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
307,546
shares
|
$16.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.27%
|
|
|
Better Money Decisions, LLC
|
Aug 08, 2025 Q2 2025 |
301,082
shares
|
$15.9 Million
9.68% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
300,000
shares
|
$15.8 Million
0.03% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jul 25, 2025 Q2 2025 |
299,183
shares
|
$15.8 Million
3.23% of portfolio
|
Q2 2025
Added 7.93%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
298,993
shares
|
$15.8 Million
0.08% of portfolio
|
Q2 2025
Added 111.4%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Aug 12, 2025 Q2 2025 |
295,500
shares
|
$15.6 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
285,093
shares
|
$15 Million
0.43% of portfolio
|
Q2 2025
Added 27.71%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
279,948
shares
|
$14.7 Million
2.82% of portfolio
|
Q2 2025
Reduced 8.16%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
278,770
shares
|
$14.7 Million
0.04% of portfolio
|
Q1 2022
Reduced 75.52%
|