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 1,071 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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
105,276
shares
|
$5.53 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Apr 22, 2025 Q1 2025 |
104,552
shares
|
$5.49 Million
0.7% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
102,400
shares
|
$5.38 Million
1.8% of portfolio
|
Q1 2025
Added 10.28%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 22, 2025 Q1 2025 |
100,846
shares
|
$5.3 Million
5.73% of portfolio
|
Q1 2025
Reduced 38.79%
|
|
|
Endurance Services LTD
Purchase, NY |
May 14, 2025 Q1 2025 |
100,582
shares
|
$5.28 Million
0.98% of portfolio
|
Q4 2023
New holding
|
|
|
Seven Bridge Financial Group, LLC
|
May 13, 2025 Q1 2025 |
100,028
shares
|
$5.25 Million
1.1% of portfolio
|
Q1 2025
Reduced 32.4%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
99,318
shares
|
$5.22 Million
0.42% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
98,959
shares
|
$5.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
98,819
shares
|
$5.19 Million
2.04% of portfolio
|
Q2 2025
Added 75.64%
|
|
|
Roundview Capital LLC
Princeton, NJ |
May 06, 2025 Q1 2025 |
98,693
shares
|
$5.18 Million
0.38% of portfolio
|
Q1 2025
Reduced 19.73%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
May 06, 2025 Q1 2025 |
97,669
shares
|
$5.13 Million
1.96% of portfolio
|
Q1 2025
Added 46.75%
|
|
|
Jt Stratford LLC
Gainesville, GA |
May 14, 2025 Q1 2025 |
95,921
shares
|
$5.04 Million
0.93% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
94,126
shares
|
$4.94 Million
0.03% of portfolio
|
Q1 2025
Added 26.26%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
92,803
shares
|
$4.87 Million
0.51% of portfolio
|
Q1 2024
Reduced 14.46%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
92,519
shares
|
$4.86 Million
1.05% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
May 02, 2025 Q1 2025 |
91,698
shares
|
$4.82 Million
0.62% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
91,294
shares
|
$4.79 Million
0.37% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
91,071
shares
|
$4.78 Million
0.22% of portfolio
|
Q1 2025
Reduced 5.61%
|
|
|
Rhs Financial, LLC
|
Apr 17, 2025 Q1 2025 |
90,995
shares
|
$4.78 Million
2.77% of portfolio
|
Q1 2025
Reduced 0.26%
|
|
|
Trinity Legacy Partners, LLC
|
May 14, 2025 Q1 2025 |
90,065
shares
|
$4.73 Million
1.23% of portfolio
|
Q1 2025
Added 2.16%
|
|
|
West Chester Capital Advisors, Inc
|
May 14, 2025 Q1 2025 |
89,226
shares
|
$4.69 Million
2.74% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
89,156
shares
|
$4.68 Million
0.57% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
Blair William & CO
Chicago, IL |
May 09, 2025 Q1 2025 |
88,437
shares
|
$4.64 Million
0.01% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Crescent Grove Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
88,381
shares
|
$4.64 Million
0.51% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Investment Partners, Ltd.
|
Apr 29, 2025 Q1 2025 |
88,294
shares
|
$4.64 Million
1.94% of portfolio
|
Q1 2025
Added 12.87%
|