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 1,001 institutions that hold shares in the stock, with a total of 327 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Amtrust Financial Services, Inc.
New York, NY |
Jan 29, 2025 Q4 2024 |
367,800
shares
|
$19.1 Million
9.12% of portfolio
|
Q4 2020
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
364,162
shares
|
$18.9 Million
3.82% of portfolio
|
Q4 2022
Reduced 1.47%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
364,162
shares
|
$18.9 Million
3.81% of portfolio
|
Q4 2022
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
359,300
shares
|
$18.6 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
350,799
shares
|
$18.2 Million
1.13% of portfolio
|
Q4 2024
Added 130.41%
|
|
|
Anchor Capital Advisors LLC
|
Feb 05, 2025 Q4 2024 |
336,959
shares
|
$17.5 Million
0.54% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
329,659
shares
|
$17.1 Million
3.3% of portfolio
|
Q4 2024
Added 10.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
322,419
shares
|
$16.7 Million
0.15% of portfolio
|
Q4 2024
Added 7.73%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
321,661
shares
|
$16.7 Million
0.03% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
321,440
shares
|
$16.7 Million
2.33% of portfolio
|
Q3 2024
Added 105.98%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
315,828
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
314,034
shares
|
$16.3 Million
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
310,359
shares
|
$16.1 Million
3.29% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Schaeffer Financial LLC
|
Feb 03, 2025 Q4 2024 |
309,894
shares
|
$16.1 Million
15.99% of portfolio
|
Q4 2024
Added 2.49%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
305,535
shares
|
$15.9 Million
0.04% of portfolio
|
Q3 2024
Added 43.51%
|
|
|
First Citizens Bank & Trust CO
|
Jan 21, 2025 Q4 2024 |
304,681
shares
|
$15.8 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
300,000
shares
|
$15.6 Million
0.03% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Nov 12, 2024 Q3 2024 |
295,500
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
293,901
shares
|
$15.3 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Jan 27, 2025 Q4 2024 |
292,705
shares
|
$15.2 Million
0.89% of portfolio
|
Q4 2024
Added 209.17%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
290,464
shares
|
$15.1 Million
0.11% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
290,000
shares
|
$15 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Compton Financial Group, LLC
|
Jan 30, 2025 Q4 2024 |
288,416
shares
|
$15 Million
4.43% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
286,548
shares
|
$14.9 Million
2.92% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jan 22, 2025 Q4 2024 |
283,832
shares
|
$14.7 Million
1.56% of portfolio
|
Q4 2024
Added 16.01%
|