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 1,074 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 $20.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,495
shares
|
$132,359
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,364
shares
|
$125,410
0.01% of portfolio
|
Q1 2024
Reduced 49.03%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 01, 2025 Q2 2025 |
2,343
shares
|
$124,296
0.01% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
2,334
shares
|
$123,818
0.01% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 05, 2025 Q2 2025 |
2,333
shares
|
$123,765
0.04% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
2,217
shares
|
$117,611
0.01% of portfolio
|
Q4 2024
Added 0.91%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
2,136
shares
|
$113,314
0.03% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
2,113
shares
|
$112,094
0.02% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Alpha Centric Advisors LLC
San Juan, PR |
Jan 31, 2025 Q4 2024 |
2,057
shares
|
$109,123
0.11% of portfolio
|
Q4 2024
Added 7.75%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Jul 15, 2025 Q2 2025 |
2,000
shares
|
$106,100
0.04% of portfolio
|
Q1 2024
Reduced 55.52%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,995
shares
|
$105,834
0.02% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Future Financial Wealth Managment LLC
|
Jul 21, 2025 Q2 2025 |
1,974
shares
|
$104,720
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Jul 11, 2025 Q2 2025 |
1,895
shares
|
$100,529
0.02% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
1,840
shares
|
$97,612
0.16% of portfolio
|
Q1 2022
Reduced 10.81%
|
|
|
Alpine Bank Wealth Management
Grand Junction, CO |
Jul 17, 2025 Q2 2025 |
1,831
shares
|
$97,134
0.01% of portfolio
|
Q2 2025
Added 6.45%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
1,764
shares
|
$93,580
0.05% of portfolio
|
Q2 2025
Reduced 58.86%
|
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
1,747
shares
|
$92,678
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,700
shares
|
$90,185
0.0% of portfolio
|
Q4 2024
Reduced 1.68%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
1,685
shares
|
$89,389
0.01% of portfolio
|
Q2 2023
Added 39.83%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
1,660
shares
|
$88,063
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
1,600
shares
|
$84,880
0.02% of portfolio
|
Q2 2022
Reduced 13.51%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
1,534
shares
|
$81,378
0.06% of portfolio
|
Q1 2025
Added 22.33%
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
1,518
shares
|
$80,529
0.02% of portfolio
|
Q2 2023
Added 0.8%
|
|
|
Red Lighthouse Investment Management, LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
1,505
shares
|
$79,840
0.03% of portfolio
|
Q2 2025
Added 5.76%
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
1,480
shares
|
$78,514
0.03% of portfolio
|
Q4 2020
Reduced 25.25%
|