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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
257,948
shares
|
$13.5 Million
0.38% of portfolio
|
Q1 2025
Added 11.0%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
255,174
shares
|
$13.4 Million
0.67% of portfolio
|
Q1 2025
Reduced 2.41%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
254,590
shares
|
$13.4 Million
1.23% of portfolio
|
Q1 2025
Reduced 1.81%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
253,736
shares
|
$13.3 Million
0.97% of portfolio
|
Q1 2025
Reduced 2.42%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
253,565
shares
|
$13.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Apr 29, 2025 Q1 2025 |
252,453
shares
|
$13.2 Million
6.67% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
252,294
shares
|
$13.2 Million
0.29% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
250,999
shares
|
$13.2 Million
1.72% of portfolio
|
Q2 2023
Reduced 3.13%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
May 13, 2025 Q1 2025 |
249,419
shares
|
$13.1 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
249,004
shares
|
$13.1 Million
2.6% of portfolio
|
Q1 2025
Reduced 5.94%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
247,499
shares
|
$13 Million
0.1% of portfolio
|
Q1 2025
Reduced 6.29%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
247,289
shares
|
$13 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
246,354
shares
|
$12.9 Million
3.61% of portfolio
|
Q4 2024
Reduced 37.86%
|
|
|
Mtc Wealth Management LLC
|
May 02, 2025 Q1 2025 |
244,485
shares
|
$12.8 Million
6.29% of portfolio
|
Q1 2025
Added 243.31%
|
|
|
Goelzer Investment Management, Inc.
|
Apr 28, 2025 Q1 2025 |
244,454
shares
|
$12.8 Million
0.75% of portfolio
|
Q1 2025
Added 3.16%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
242,537
shares
|
$12.7 Million
1.97% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Black Diamond Financial, LLC
|
Apr 30, 2025 Q1 2025 |
240,857
shares
|
$12.6 Million
1.9% of portfolio
|
Q1 2025
Added 8.15%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
238,700
shares
|
$12.5 Million
14.02% of portfolio
|
Q1 2025
Reduced 5.43%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
May 14, 2025 Q1 2025 |
236,342
shares
|
$12.4 Million
2.44% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
234,716
shares
|
$12.3 Million
4.0% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
234,665
shares
|
$12.3 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
232,437
shares
|
$12.2 Million
1.77% of portfolio
|
Q1 2025
Added 84.25%
|
|
|
Kwmg, LLC
|
Apr 09, 2025 Q1 2025 |
224,725
shares
|
$11.8 Million
1.21% of portfolio
|
Q1 2025
Reduced 17.62%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
223,395
shares
|
$11.7 Million
2.8% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
May 12, 2025 Q1 2025 |
223,230
shares
|
$11.7 Million
0.37% of portfolio
|
Q1 2025
Added 1.21%
|