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 |
|---|---|---|---|---|---|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
220,984
shares
|
$11.6 Million
6.06% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
219,241
shares
|
$11.5 Million
0.45% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
210,443
shares
|
$11 Million
0.52% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
208,052
shares
|
$10.9 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
207,624
shares
|
$10.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 33.88%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
207,485
shares
|
$10.9 Million
1.42% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
205,399
shares
|
$10.8 Million
3.52% of portfolio
|
Q1 2025
Reduced 59.3%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
202,713
shares
|
$10.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
197,323
shares
|
$10.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
197,017
shares
|
$10.3 Million
0.78% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Powers Advisory Group, LLC
|
Apr 16, 2025 Q1 2025 |
196,201
shares
|
$10.3 Million
4.94% of portfolio
|
Q1 2025
Added 1.84%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
194,705
shares
|
$10.2 Million
0.08% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
194,430
shares
|
$10.2 Million
0.06% of portfolio
|
Q4 2024
Added 33.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
193,455
shares
|
$10.1 Million
1.15% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
|
Hall Capital Management CO Inc
|
May 08, 2025 Q1 2025 |
193,316
shares
|
$10.1 Million
4.71% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
193,256
shares
|
$10.1 Million
0.33% of portfolio
|
Q1 2025
Added 109.99%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
192,626
shares
|
$10.1 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.19%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Apr 21, 2025 Q1 2025 |
190,606
shares
|
$10 Million
2.48% of portfolio
|
Q1 2025
Reduced 50.41%
|
|
|
Vantagepoint Investment Advisers LLC
|
Apr 09, 2025 Q1 2025 |
187,500
shares
|
$9.83 Million
1.12% of portfolio
|
Q1 2025
Added 230.69%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
187,103
shares
|
$9.81 Million
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
American Family Investments, Inc.
Madison, WI |
May 14, 2025 Q1 2025 |
185,000
shares
|
$9.7 Million
0.67% of portfolio
|
Q1 2025
Reduced 72.41%
|
|
|
Proffitt & Goodson Inc
|
Apr 29, 2025 Q1 2025 |
182,079
shares
|
$9.55 Million
1.58% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Meritage Portfolio Management
|
Apr 28, 2025 Q1 2025 |
180,889
shares
|
$9.49 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.58%
|
|
|
Galilei Investment Office LLP
London, X0 |
May 08, 2025 Q1 2025 |
180,762
shares
|
$9.48 Million
5.13% of portfolio
|
Q4 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Apr 25, 2025 Q1 2025 |
180,180
shares
|
$9.45 Million
2.65% of portfolio
|
Q1 2025
Added 5.72%
|