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 1,073 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 |
|---|---|---|---|---|---|
|
American Institute For Advanced Investment Management, LLP
|
Apr 16, 2025 Q1 2025 |
18,098
shares
|
$950,325
0.71% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Alexis Investment Partners, LLC
Montgomery, TX |
May 15, 2025 Q1 2025 |
17,850
shares
|
$937,303
0.45% of portfolio
|
Q1 2025
Added 92.97%
|
|
|
Advisory Research Inc
Chicago, IL |
May 14, 2025 Q1 2025 |
17,830
shares
|
$936,253
0.18% of portfolio
|
Q2 2024
Added 121.08%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
17,545
shares
|
$921,287
0.0% of portfolio
|
Q1 2025
Reduced 4.75%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
17,481
shares
|
$917,927
0.08% of portfolio
|
Q1 2025
Reduced 9.18%
|
|
|
Simpli Fi, Inc.
|
Apr 28, 2025 Q1 2025 |
17,330
shares
|
$909,998
0.52% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
17,223
shares
|
$904,379
0.38% of portfolio
|
Q1 2025
Reduced 45.49%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
17,134
shares
|
$899,706
0.02% of portfolio
|
Q4 2023
Added 15.84%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
May 01, 2025 Q1 2025 |
17,108
shares
|
$898,341
0.53% of portfolio
|
Q1 2025
Reduced 12.53%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
17,028
shares
|
$894,140
0.06% of portfolio
|
Q2 2025
Added 9.41%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
16,989
shares
|
$892,092
0.05% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Rmr Wealth Builders
|
Jul 08, 2025 Q2 2025 |
16,946
shares
|
$889,834
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jul 10, 2025 Q2 2025 |
16,853
shares
|
$884,951
0.6% of portfolio
|
Q2 2024
New holding
|
|
|
Wambolt & Associates, LLC
|
May 09, 2025 Q1 2025 |
16,820
shares
|
$883,218
0.3% of portfolio
|
Q1 2025
Reduced 7.11%
|
|
|
Union Savings Bank
Litchfield, CT |
Apr 22, 2025 Q1 2025 |
16,792
shares
|
$881,747
0.43% of portfolio
|
Q4 2024
Added 94.69%
|
|
|
City Of London Investment Management CO LTD
London, X0 |
May 09, 2025 Q1 2025 |
16,569
shares
|
$870,038
0.09% of portfolio
|
Q1 2025
Added 44.47%
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
16,335
shares
|
$857,750
0.01% of portfolio
|
Q1 2025
Added 147.43%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
16,090
shares
|
$844,885
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
16,015
shares
|
$840,947
0.01% of portfolio
|
Q1 2025
Added 95.42%
|
|
|
Strategy Asset Managers LLC
|
May 09, 2025 Q1 2025 |
15,733
shares
|
$826,139
0.17% of portfolio
|
Q1 2025
Added 122.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,669
shares
|
$822,779
0.01% of portfolio
|
Q1 2025
Added 28.03%
|
|
|
Forum Private Client Group LLC
|
May 01, 2025 Q1 2025 |
15,665
shares
|
$822,569
0.36% of portfolio
|
Q1 2025
Reduced 2.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
15,626
shares
|
$820,521
0.03% of portfolio
|
Q1 2025
Added 160.96%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
15,490
shares
|
$813,379
0.07% of portfolio
|
Q1 2025
Added 18.52%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
15,480
shares
|
$812,854
0.08% of portfolio
|
Q1 2025
Reduced 15.33%
|