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 |
|---|---|---|---|---|---|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
May 14, 2025 Q1 2025 |
45,137
shares
|
$2.37 Million
1.89% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Becker Capital Management Inc
|
May 14, 2025 Q1 2025 |
45,076
shares
|
$2.37 Million
0.08% of portfolio
|
Q1 2025
Added 5.29%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
44,829
shares
|
$2.35 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
44,713
shares
|
$2.35 Million
0.04% of portfolio
|
Q1 2025
Added 19.68%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
44,368
shares
|
$2.33 Million
0.04% of portfolio
|
Q1 2025
Added 10.15%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
44,241
shares
|
$2.32 Million
0.81% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Burke & Herbert Bank & Trust CO
|
Apr 29, 2025 Q1 2025 |
44,163
shares
|
$2.32 Million
0.58% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
43,898
shares
|
$2.31 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Cabot Wealth Management Inc
|
Apr 21, 2025 Q1 2025 |
43,823
shares
|
$2.3 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Israel Discount Bank Of New York
New York, NY |
Apr 30, 2025 Q1 2025 |
43,611
shares
|
$2.29 Million
3.28% of portfolio
|
Q1 2025
Reduced 24.74%
|
|
|
First International Bank & Trust
Watford City, ND |
Jul 08, 2025 Q2 2025 |
43,460
shares
|
$2.28 Million
0.8% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
43,135
shares
|
$2.27 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
43,000
shares
|
$2.26 Million
0.19% of portfolio
|
Q1 2025
Reduced 82.08%
|
|
|
Mittelman Wealth Management
Andover, MA |
May 15, 2025 Q1 2025 |
42,850
shares
|
$2.25 Million
2.02% of portfolio
|
Q1 2025
Added 66.11%
|
|
|
Ifrah Financial Services, Inc.
|
Apr 29, 2025 Q1 2025 |
41,802
shares
|
$2.2 Million
0.64% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Unified Investment Management
Atlanta, GA |
Apr 25, 2025 Q1 2025 |
41,631
shares
|
$2.19 Million
2.58% of portfolio
|
Q1 2025
Reduced 5.09%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 09, 2025 Q2 2025 |
41,630
shares
|
$2.19 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
40,884
shares
|
$2.15 Million
0.06% of portfolio
|
Q1 2025
Reduced 5.44%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
40,635
shares
|
$2.13 Million
0.0% of portfolio
|
Q1 2025
Added 83.02%
|
|
|
Tilia Fiduciary Partners, Inc.
|
Apr 14, 2025 Q1 2025 |
40,588
shares
|
$2.13 Million
1.44% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
40,446
shares
|
$2.12 Million
0.18% of portfolio
|
Q1 2025
Added 1688.85%
|
|
|
Winthrop Capital Management, LLC
Carmel, IN |
May 06, 2025 Q1 2025 |
40,320
shares
|
$2.12 Million
0.58% of portfolio
|
Q1 2025
Added 18.8%
|
|
|
Ssa Swiss Advisors Ag
Zurich, |
May 08, 2025 Q1 2025 |
40,290
shares
|
$2.12 Million
1.08% of portfolio
|
Q1 2025
New holding
|
|
|
First Trust Advisors LP
Wheaton, IL |
May 14, 2025 Q1 2025 |
39,965
shares
|
$2.1 Million
0.0% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Dohj, LLC
Seattle, WA |
Apr 16, 2025 Q1 2025 |
39,825
shares
|
$2.09 Million
0.48% of portfolio
|
Q1 2025
Added 8.51%
|