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 1,072 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 |
|---|---|---|---|---|---|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
177,431
shares
|
$9.35 Million
4.73% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
177,325
shares
|
$9.34 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
176,070
shares
|
$9.28 Million
1.42% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
175,712
shares
|
$9.26 Million
0.17% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Scotia Capital Inc.
|
Aug 13, 2025 Q2 2025 |
173,077
shares
|
$9.12 Million
0.05% of portfolio
|
Q2 2025
Added 6.13%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
172,695
shares
|
$9.1 Million
3.43% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
169,526
shares
|
$8.93 Million
0.02% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 11, 2025 Q2 2025 |
168,687
shares
|
$8.89 Million
0.78% of portfolio
|
Q2 2025
Added 3.03%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
168,639
shares
|
$8.88 Million
0.25% of portfolio
|
Q2 2025
Added 218.47%
|
|
|
West Chester Capital Advisors, Inc
|
Aug 13, 2025 Q2 2025 |
168,491
shares
|
$8.88 Million
4.46% of portfolio
|
Q2 2025
Added 88.84%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
167,961
shares
|
$8.85 Million
0.35% of portfolio
|
Q2 2020
Added 17.55%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
166,049
shares
|
$8.75 Million
0.53% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
161,030
shares
|
$8.48 Million
6.83% of portfolio
|
Q4 2022
Reduced 1.16%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
158,546
shares
|
$8.35 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
158,503
shares
|
$8.35 Million
0.09% of portfolio
|
Q2 2025
Added 911.57%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
157,017
shares
|
$8.27 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
157,000
shares
|
$8.27 Million
2.7% of portfolio
|
Q4 2024
Added 61.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
156,871
shares
|
$8.26 Million
0.31% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
153,332
shares
|
$8.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Aug 13, 2025 Q2 2025 |
151,839
shares
|
$8 Million
0.56% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
151,338
shares
|
$7.97 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
151,322
shares
|
$7.97 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
151,241
shares
|
$7.97 Million
0.7% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
151,153
shares
|
$7.96 Million
0.72% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Kiker Wealth Management, LLC
Jasper, GA |
Jul 28, 2025 Q2 2025 |
150,966
shares
|
$7.95 Million
4.49% of portfolio
|
Q2 2025
Added 7.07%
|