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 |
|---|---|---|---|---|---|
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
May 08, 2025 Q1 2025 |
33,144
shares
|
$1.76 Million
0.1% of portfolio
|
Q1 2025
Reduced 31.16%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
32,939
shares
|
$1.75 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
32,919
shares
|
$1.75 Million
0.33% of portfolio
|
Q2 2025
Added 7.94%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
32,766
shares
|
$1.74 Million
0.05% of portfolio
|
Q1 2025
Reduced 39.64%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
32,361
shares
|
$1.72 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.4%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
32,115
shares
|
$1.7 Million
0.58% of portfolio
|
Q2 2025
Reduced 5.91%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
31,975
shares
|
$1.7 Million
0.57% of portfolio
|
Q1 2025
Added 5.67%
|
|
|
Sheets Smith Wealth Management
|
Jul 15, 2025 Q2 2025 |
31,964
shares
|
$1.7 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
31,805
shares
|
$1.69 Million
0.06% of portfolio
|
Q2 2024
Added 8.46%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Aug 14, 2025 Q2 2025 |
31,512
shares
|
$1.67 Million
1.34% of portfolio
|
Q2 2025
Reduced 3.97%
|
|
|
First Washington Corp
Seattle, WA |
Aug 12, 2025 Q2 2025 |
31,420
shares
|
$1.67 Million
0.57% of portfolio
|
Q4 2021
Reduced 54.08%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
31,103
shares
|
$1.65 Million
0.09% of portfolio
|
Q2 2025
Reduced 16.87%
|
|
|
Elevation Capital Advisory, LLC
Bend, OR |
Jul 29, 2025 Q2 2025 |
30,925
shares
|
$1.64 Million
0.65% of portfolio
|
Q2 2025
Added 267.19%
|
|
|
Godsey & Gibb Associates
|
Jul 23, 2025 Q2 2025 |
30,726
shares
|
$1.63 Million
0.16% of portfolio
|
Q2 2025
Added 9.34%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
30,466
shares
|
$1.62 Million
0.15% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
30,463
shares
|
$1.62 Million
0.01% of portfolio
|
Q2 2025
Added 1.42%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
30,376
shares
|
$1.61 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
30,371
shares
|
$1.61 Million
0.17% of portfolio
|
Q2 2025
Reduced 21.14%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
30,264
shares
|
$1.61 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jul 16, 2025 Q2 2025 |
30,150
shares
|
$1.6 Million
1.21% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
30,107
shares
|
$1.6 Million
0.18% of portfolio
|
Q3 2023
Reduced 32.76%
|
|
|
Brown Financial Advisors
Milford, OH |
Aug 15, 2025 Q2 2025 |
30,007
shares
|
$1.59 Million
0.62% of portfolio
|
Q2 2025
Reduced 1.03%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30,000
shares
|
$1.59 Million
0.44% of portfolio
|
Q1 2022
Reduced 2.41%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
29,753
shares
|
$1.58 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.89%
|
|
|
Compass Ion Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
29,584
shares
|
$1.57 Million
0.18% of portfolio
|
Q2 2025
Reduced 3.42%
|