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 $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
129,677
shares
|
$6.88 Million
0.42% of portfolio
|
Q2 2025
Added 4.09%
|
|
|
Jarislowsky, Fraser LTD
|
Jul 15, 2025 Q2 2025 |
128,935
shares
|
$6.84 Million
0.04% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
127,660
shares
|
$6.77 Million
0.04% of portfolio
|
Q2 2025
Added 13.17%
|
|
|
Semitam Bonam LLC
Goshen, NY |
Jul 28, 2025 Q2 2025 |
126,976
shares
|
$6.74 Million
6.31% of portfolio
|
Q2 2025
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
126,763
shares
|
$6.72 Million
1.43% of portfolio
|
Q3 2022
Added 5.93%
|
|
|
Capital Investment Services Of America, Inc.
|
Jul 30, 2025 Q2 2025 |
126,240
shares
|
$6.7 Million
0.65% of portfolio
|
Q2 2025
Reduced 2.24%
|
|
|
Total Wealth Planning, LLC
|
Jul 15, 2025 Q2 2025 |
126,014
shares
|
$6.69 Million
0.89% of portfolio
|
Q2 2025
Reduced 9.09%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
125,386
shares
|
$6.65 Million
0.05% of portfolio
|
Q2 2025
Added 12.73%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Aug 05, 2025 Q2 2025 |
124,960
shares
|
$6.63 Million
2.04% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
124,450
shares
|
$6.6 Million
5.68% of portfolio
|
Q4 2023
Reduced 4.35%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jul 24, 2025 Q2 2025 |
121,995
shares
|
$6.47 Million
2.57% of portfolio
|
Q2 2025
Reduced 9.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
121,684
shares
|
$6.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.97%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
121,562
shares
|
$6.45 Million
0.03% of portfolio
|
Q3 2022
Added 2.85%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
121,286
shares
|
$6.43 Million
3.91% of portfolio
|
Q2 2022
Added 302.26%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Aug 01, 2025 Q2 2025 |
119,347
shares
|
$6.33 Million
0.98% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jul 23, 2025 Q2 2025 |
119,319
shares
|
$6.33 Million
2.25% of portfolio
|
Q2 2025
Added 1391.49%
|
|
|
Marshall Wace, LLP
London, X0 |
Aug 13, 2025 Q2 2025 |
118,592
shares
|
$6.29 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cwa Asset Management Group, LLC
|
Jul 17, 2025 Q2 2025 |
117,517
shares
|
$6.23 Million
0.27% of portfolio
|
Q2 2025
Added 8.19%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 21, 2025 Q2 2025 |
116,724
shares
|
$6.19 Million
5.82% of portfolio
|
Q2 2025
Added 15.74%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Aug 14, 2025 Q2 2025 |
116,510
shares
|
$6.18 Million
1.07% of portfolio
|
Q2 2025
Reduced 7.17%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
116,092
shares
|
$6.16 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.26%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Aug 11, 2025 Q2 2025 |
116,009
shares
|
$6.15 Million
2.57% of portfolio
|
Q2 2025
Added 9.84%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
110,681
shares
|
$5.87 Million
0.33% of portfolio
|
Q1 2025
Reduced 15.6%
|
|
|
Shore Point Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
108,132
shares
|
$5.74 Million
2.89% of portfolio
|
Q2 2025
Added 3.76%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jul 31, 2025 Q2 2025 |
106,764
shares
|
$5.66 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.32%
|