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 |
|---|---|---|---|---|---|
|
Beacon Financial Group
|
Jul 09, 2025 Q2 2025 |
105,276
shares
|
$5.58 Million
0.62% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Outlook Wealth Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
105,123
shares
|
$5.58 Million
1.72% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
102,680
shares
|
$5.45 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
102,236
shares
|
$5.42 Million
0.86% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Aug 13, 2025 Q2 2025 |
101,220
shares
|
$5.37 Million
0.64% of portfolio
|
Q2 2025
Added 10.38%
|
|
|
Endurance Services LTD
Purchase, NY |
Aug 14, 2025 Q2 2025 |
100,582
shares
|
$5.34 Million
0.92% of portfolio
|
Q4 2023
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
99,318
shares
|
$5.27 Million
0.42% of portfolio
|
Q2 2025
Added 16.19%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Jul 23, 2025 Q2 2025 |
99,089
shares
|
$5.26 Million
0.36% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
98,959
shares
|
$5.25 Million
0.08% of portfolio
|
Q2 2025
Reduced 6.4%
|
|
|
Martin Capital Partners, LLC
|
Jul 08, 2025 Q2 2025 |
98,819
shares
|
$5.24 Million
2.04% of portfolio
|
Q2 2025
Added 75.64%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
97,788
shares
|
$5.19 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.99%
|
|
|
Investment Partners, Ltd.
|
Aug 08, 2025 Q2 2025 |
97,638
shares
|
$5.18 Million
1.99% of portfolio
|
Q2 2025
Added 10.58%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
95,507
shares
|
$5.07 Million
0.12% of portfolio
|
Q2 2025
Added 147.21%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
95,104
shares
|
$5.05 Million
0.23% of portfolio
|
Q2 2025
Reduced 27.27%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
94,581
shares
|
$5.02 Million
0.95% of portfolio
|
Q2 2025
Added 2.23%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
92,972
shares
|
$4.93 Million
0.03% of portfolio
|
Q2 2025
Added 5173.51%
|
|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
92,803
shares
|
$4.92 Million
0.51% of portfolio
|
Q1 2024
Reduced 14.46%
|
|
|
Crescent Grove Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
92,222
shares
|
$4.89 Million
0.5% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Trinity Legacy Partners, LLC
|
Jul 21, 2025 Q2 2025 |
92,150
shares
|
$4.89 Million
1.22% of portfolio
|
Q2 2025
Added 2.31%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
91,294
shares
|
$4.84 Million
0.37% of portfolio
|
Q2 2025
Added 2.57%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
89,156
shares
|
$4.73 Million
0.57% of portfolio
|
Q2 2025
Added 7.35%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
88,998
shares
|
$4.72 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.28%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
88,801
shares
|
$4.71 Million
0.12% of portfolio
|
Q2 2025
Added 155.65%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
88,567
shares
|
$4.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
87,988
shares
|
$4.67 Million
0.34% of portfolio
|
Q2 2025
Added 16.65%
|