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 |
|---|---|---|---|---|---|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,112
shares
|
$636,001
0.02% of portfolio
|
Q4 2023
Reduced 7.63%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
11,860
shares
|
$622,768
0.27% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
May 12, 2025 Q1 2025 |
11,717
shares
|
$615,259
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
11,568
shares
|
$607,435
0.07% of portfolio
|
Q1 2025
Reduced 26.59%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
11,470
shares
|
$602,289
0.28% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
11,463
shares
|
$601,922
0.04% of portfolio
|
Q1 2025
Added 26.97%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2025 Q1 2025 |
11,343
shares
|
$595,620
0.02% of portfolio
|
Q1 2025
Reduced 18.09%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
11,233
shares
|
$589,844
0.03% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
11,142
shares
|
$585,066
0.02% of portfolio
|
Q1 2025
Added 10.16%
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
11,136
shares
|
$584,751
0.26% of portfolio
|
Q2 2025
Added 35.49%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Apr 22, 2025 Q1 2025 |
11,134
shares
|
$584,646
0.53% of portfolio
|
Q1 2025
Reduced 49.7%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
11,077
shares
|
$581,653
0.23% of portfolio
|
Q4 2024
Added 37.14%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
11,070
shares
|
$581,285
0.36% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
May 05, 2025 Q1 2025 |
11,017
shares
|
$578,502
0.47% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
May 15, 2025 Q1 2025 |
10,989
shares
|
$577,032
0.06% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
10,976
shares
|
$576,349
0.1% of portfolio
|
Q4 2024
Reduced 52.24%
|
|
|
Financial Counselors Inc
|
Apr 29, 2025 Q1 2025 |
10,897
shares
|
$572,201
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Apr 17, 2025 Q1 2025 |
10,803
shares
|
$567,265
0.06% of portfolio
|
Q1 2025
Added 32.15%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Apr 16, 2025 Q1 2025 |
10,798
shares
|
$567,002
0.18% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
10,503
shares
|
$551,512
0.01% of portfolio
|
Q2 2025
Added 9.83%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Apr 23, 2025 Q1 2025 |
10,393
shares
|
$545,736
0.63% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
10,385
shares
|
$545,316
0.14% of portfolio
|
Q1 2025
Reduced 4.43%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
10,262
shares
|
$538,857
0.02% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Legacy Bridge, LLC
|
May 08, 2025 Q1 2025 |
10,256
shares
|
$538,542
0.33% of portfolio
|
Q1 2025
Reduced 3.75%
|
|
|
Essex Financial Services, Inc.
|
Apr 25, 2025 Q1 2025 |
10,152
shares
|
$533,081
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|