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 |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
10,141
shares
|
$532,503
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,131
shares
|
$531,978
0.12% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Howard Financial Services, Ltd.
|
Jul 02, 2025 Q2 2025 |
10,098
shares
|
$530,245
0.07% of portfolio
|
Q2 2025
Added 157.87%
|
|
|
Adviser Investments LLC
|
May 13, 2025 Q1 2025 |
10,025
shares
|
$526,412
0.01% of portfolio
|
Q1 2025
Reduced 29.03%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
May 09, 2025 Q1 2025 |
10,000
shares
|
$525,100
0.36% of portfolio
|
Q1 2024
New holding
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
May 09, 2025 Q1 2025 |
9,973
shares
|
$523,682
0.07% of portfolio
|
Q1 2025
Reduced 15.61%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
May 14, 2025 Q1 2025 |
9,964
shares
|
$523,209
0.05% of portfolio
|
Q1 2025
Reduced 14.15%
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
9,939
shares
|
$521,896
8.39% of portfolio
|
Q1 2023
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
9,929
shares
|
$521,371
0.02% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
9,926
shares
|
$521,214
0.04% of portfolio
|
Q2 2025
Added 11.39%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
9,916
shares
|
$520,689
0.02% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,879
shares
|
$518,746
0.02% of portfolio
|
Q4 2024
Reduced 6.2%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
9,872
shares
|
$518,378
0.02% of portfolio
|
Q1 2025
Reduced 33.61%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
9,781
shares
|
$513,600
0.08% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
9,647
shares
|
$506,563
0.0% of portfolio
|
Q1 2025
Reduced 9.38%
|
|
|
Allie Family Office LLC
|
May 13, 2025 Q1 2025 |
9,572
shares
|
$502,625
0.27% of portfolio
|
Q4 2024
Added 89.92%
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
9,568
shares
|
$502,415
0.3% of portfolio
|
Q2 2022
Added 7.75%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
9,527
shares
|
$500,262
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
9,516
shares
|
$499,685
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
9,499
shares
|
$498,792
0.1% of portfolio
|
Q1 2025
Added 5.57%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
May 06, 2025 Q1 2025 |
9,482
shares
|
$497,899
0.24% of portfolio
|
Q1 2025
Added 83.4%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
9,450
shares
|
$496,219
0.04% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
May 06, 2025 Q1 2025 |
9,350
shares
|
$490,968
0.28% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
9,349
shares
|
$490,915
0.12% of portfolio
|
Q1 2025
Reduced 1.42%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,330
shares
|
$489,918
0.23% of portfolio
|
Q3 2023
Reduced 3.05%
|