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 1,071 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 |
|---|---|---|---|---|---|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
7,368
shares
|
$386,893
0.01% of portfolio
|
Q1 2025
Reduced 82.46%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
7,341
shares
|
$385,475
0.0% of portfolio
|
Q1 2025
Reduced 0.11%
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
7,301
shares
|
$383,375
0.09% of portfolio
|
Q1 2025
Added 16.95%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Apr 14, 2025 Q1 2025 |
7,295
shares
|
$383,060
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
May 06, 2025 Q1 2025 |
7,293
shares
|
$382,955
0.26% of portfolio
|
Q1 2025
Reduced 10.78%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
7,260
shares
|
$381,222
0.1% of portfolio
|
Q3 2022
Reduced 21.26%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
7,176
shares
|
$376,811
0.03% of portfolio
|
Q1 2025
Reduced 50.77%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
7,125
shares
|
$374,133
0.01% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Hexagon Capital Partners LLC
|
Apr 29, 2025 Q1 2025 |
7,113
shares
|
$373,503
0.07% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Apr 15, 2025 Q1 2025 |
7,110
shares
|
$373,346
0.31% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
7,050
shares
|
$370,195
0.24% of portfolio
|
Q3 2022
Reduced 35.7%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
7,044
shares
|
$369,880
0.02% of portfolio
|
Q1 2025
Added 28.19%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
7,042
shares
|
$369,775
0.07% of portfolio
|
Q1 2024
Reduced 13.34%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Apr 16, 2025 Q1 2025 |
6,949
shares
|
$364,891
0.25% of portfolio
|
Q1 2025
Reduced 71.33%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
6,902
shares
|
$362,424
0.03% of portfolio
|
Q1 2025
Reduced 20.2%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,879
shares
|
$361,216
0.03% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,839
shares
|
$359,115
0.14% of portfolio
|
Q1 2022
Reduced 13.23%
|
|
|
Value Partners Investments Inc.
|
Jul 07, 2025 Q2 2025 |
6,833
shares
|
$358,800
0.03% of portfolio
|
Q4 2024
Reduced 15.46%
|
|
|
Innealta Capital, LLC
Austin, TX |
Apr 22, 2025 Q1 2025 |
6,823
shares
|
$358,275
0.22% of portfolio
|
Q1 2025
Reduced 8.5%
|
|
|
Cypress Capital Group
|
May 12, 2025 Q1 2025 |
6,734
shares
|
$353,602
0.05% of portfolio
|
Q1 2025
Added 2.28%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,674
shares
|
$350,451
0.03% of portfolio
|
Q4 2022
Added 11.87%
|
|
|
Fortress Wealth Group, LLC
Orlando, FL |
May 02, 2025 Q1 2025 |
6,608
shares
|
$346,986
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
6,607
shares
|
$346,933
0.04% of portfolio
|
Q4 2024
Reduced 16.78%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
6,605
shares
|
$346,828
0.17% of portfolio
|
Q4 2024
Added 27.81%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Apr 29, 2025 Q1 2025 |
6,600
shares
|
$346,566
0.12% of portfolio
|
Q3 2023
Added 34.69%
|