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 |
|---|---|---|---|---|---|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
May 01, 2025 Q1 2025 |
13,629
shares
|
$715,658
0.25% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,494
shares
|
$708,569
0.05% of portfolio
|
Q4 2023
Added 12.45%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,480
shares
|
$707,834
0.15% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
13,420
shares
|
$704,684
0.43% of portfolio
|
Q3 2024
Reduced 36.7%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
13,304
shares
|
$698,593
1.09% of portfolio
|
Q3 2022
Reduced 6.27%
|
|
|
Octavia Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
13,292
shares
|
$697,962
0.08% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
13,145
shares
|
$690,243
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,127
shares
|
$689,298
0.08% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
May 01, 2025 Q1 2025 |
13,086
shares
|
$687,145
0.21% of portfolio
|
Q1 2025
Added 10.07%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
May 22, 2025 Q1 2025 |
12,945
shares
|
$679,741
0.2% of portfolio
|
Q1 2025
Reduced 64.12%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
12,904
shares
|
$677,589
0.1% of portfolio
|
Q1 2025
Added 27.83%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Apr 14, 2025 Q1 2025 |
12,900
shares
|
$677,379
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
May 06, 2025 Q1 2025 |
12,829
shares
|
$673,650
0.0% of portfolio
|
Q1 2025
Reduced 25.49%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
12,814
shares
|
$672,863
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
12,723
shares
|
$668,084
0.04% of portfolio
|
Q1 2025
Added 3.92%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
12,718
shares
|
$667,822
0.01% of portfolio
|
Q1 2025
Added 10.11%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
May 07, 2025 Q1 2025 |
12,698
shares
|
$666,771
0.01% of portfolio
|
Q4 2024
Reduced 35.73%
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Apr 16, 2025 Q1 2025 |
12,653
shares
|
$664,409
0.33% of portfolio
|
Q1 2025
Reduced 8.15%
|
|
|
American Financial Advisors, LLC
|
Jul 10, 2025 Q2 2025 |
12,599
shares
|
$661,573
0.1% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
12,547
shares
|
$658,842
0.05% of portfolio
|
Q2 2025
Reduced 77.0%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
12,497
shares
|
$656,217
0.04% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
12,270
shares
|
$644,297
2.43% of portfolio
|
Q3 2023
Added 21.85%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
12,230
shares
|
$642,197
0.05% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
May 02, 2025 Q1 2025 |
12,199
shares
|
$640,569
0.05% of portfolio
|
Q1 2025
Reduced 15.23%
|
|
|
Avant Financial Advisors LLC
Austin, TX |
May 13, 2025 Q1 2025 |
12,195
shares
|
$640,359
0.58% of portfolio
|
Q4 2024
New holding
|