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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
87,674
shares
|
$4.65 Million
0.01% of portfolio
|
Q2 2025
Reduced 37.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
87,446
shares
|
$4.64 Million
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Graybill Bartz & Assoc LTD
|
Jul 31, 2025 Q2 2025 |
86,270
shares
|
$4.58 Million
1.61% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
85,299
shares
|
$4.53 Million
0.51% of portfolio
|
Q2 2022
Reduced 12.82%
|
|
|
Seven Bridge Financial Group, LLC
|
Sep 04, 2025 Q2 2025 |
84,349
shares
|
$4.47 Million
0.86% of portfolio
|
Q2 2025
Reduced 15.67%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
84,263
shares
|
$4.47 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.72%
|
|
|
Gsb Wealth Management, LLC
|
Jul 14, 2025 Q2 2025 |
84,207
shares
|
$4.47 Million
1.16% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Bull Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
82,530
shares
|
$4.38 Million
2.09% of portfolio
|
Q1 2025
Reduced 2.37%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
82,331
shares
|
$4.37 Million
2.96% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
82,107
shares
|
$4.36 Million
1.52% of portfolio
|
Q2 2025
Reduced 8.99%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
81,684
shares
|
$4.33 Million
0.18% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Aug 11, 2025 Q2 2025 |
81,131
shares
|
$4.3 Million
3.77% of portfolio
|
Q2 2025
Added 16.27%
|
|
|
United Bank
Vienna, VA |
Jul 18, 2025 Q2 2025 |
80,537
shares
|
$4.27 Million
0.52% of portfolio
|
Q2 2025
Added 7.08%
|
|
|
Ntv Asset Management LLC
|
Jul 21, 2025 Q2 2025 |
79,253
shares
|
$4.2 Million
0.52% of portfolio
|
Q2 2025
Added 17.37%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
79,201
shares
|
$4.2 Million
1.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jul 14, 2025 Q2 2025 |
79,152
shares
|
$4.2 Million
1.14% of portfolio
|
Q2 2025
Added 54.31%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
78,772
shares
|
$4.18 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
78,682
shares
|
$4.17 Million
0.16% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
78,112
shares
|
$4.14 Million
1.18% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jul 24, 2025 Q2 2025 |
76,971
shares
|
$4.08 Million
1.71% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
76,676
shares
|
$4.07 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
75,609
shares
|
$4.01 Million
0.46% of portfolio
|
Q2 2025
Added 2.21%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
74,854
shares
|
$3.97 Million
0.18% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Mittelman Wealth Management
Andover, MA |
Aug 08, 2025 Q2 2025 |
74,500
shares
|
$3.95 Million
3.32% of portfolio
|
Q2 2025
Added 73.86%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
73,331
shares
|
$3.89 Million
0.3% of portfolio
|
Q2 2025
Added 4.9%
|