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 |
|---|---|---|---|---|---|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
350
shares
|
$18,378
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Sound Income Strategies, LLC
|
Apr 17, 2025 Q1 2025 |
342
shares
|
$17,958
0.0% of portfolio
|
Q2 2023
Reduced 54.64%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
341
shares
|
$17,905
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Whipplewood Advisors, LLC
Littleton, CO |
Apr 09, 2025 Q1 2025 |
338
shares
|
$17,748
0.01% of portfolio
|
Q1 2025
Added 2.42%
|
|
|
Ckw Financial Group
|
May 16, 2025 Q1 2025 |
333
shares
|
$17,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Financial Freedom, LLC
Cincinnati, OH |
Apr 18, 2025 Q1 2025 |
331
shares
|
$17,380
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
330
shares
|
$17,328
0.01% of portfolio
|
Q1 2025
Reduced 31.39%
|
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Apr 23, 2025 Q1 2025 |
320
shares
|
$16,803
0.01% of portfolio
|
N/A
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
319
shares
|
$16,750
0.0% of portfolio
|
Q1 2025
Added 303.8%
|
|
|
Rocky Mountain Advisers, LLC
|
May 05, 2025 Q1 2025 |
300
shares
|
$15,753
0.01% of portfolio
|
Q1 2019
Reduced 85.85%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
283
shares
|
$14,860
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
282
shares
|
$14,807
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
280
shares
|
$14,702
0.01% of portfolio
|
Q4 2022
Reduced 80.87%
|
|
|
Sanctuary Wealth Management, L.L.C.
|
Feb 12, 2025 Q4 2024 |
266
shares
|
$13,967
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
235
shares
|
$12,339
0.0% of portfolio
|
Q1 2025
Reduced 64.23%
|
|
|
Fwl Investment Management, LLC
|
May 15, 2025 Q1 2025 |
230
shares
|
$12,077
0.0% of portfolio
|
Q1 2025
Added 15.0%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
May 06, 2025 Q1 2025 |
228
shares
|
$11,972
0.01% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
224
shares
|
$11,762
0.01% of portfolio
|
Q2 2024
Reduced 53.14%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
220
shares
|
$11,552
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
May 15, 2025 Q1 2025 |
217
shares
|
$11,394
0.0% of portfolio
|
Q1 2025
Reduced 98.89%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
216
shares
|
$11,342
0.01% of portfolio
|
Q4 2023
Reduced 47.83%
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 09, 2025 Q1 2025 |
197
shares
|
$10,344
0.01% of portfolio
|
Q2 2024
Reduced 94.06%
|
|
|
Iron Horse Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
184
shares
|
$9,661
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
171
shares
|
$8,979
0.01% of portfolio
|
Q1 2025
Reduced 30.2%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
166
shares
|
$8,716
0.03% of portfolio
|
Q3 2024
New holding
|