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 1,058 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
2,521,343
shares
|
$132 Million
0.03% of portfolio
|
Q4 2024
Reduced 8.39%
|
|
|
Busey Wealth Management
|
Jan 23, 2025 Q4 2024 |
2,423,386
shares
|
$127 Million
4.2% of portfolio
|
Q4 2024
Added 1.96%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
2,249,773
shares
|
$118 Million
0.19% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Haverford Trust CO
Radnor, PA |
Feb 11, 2025 Q4 2024 |
1,998,750
shares
|
$105 Million
1.06% of portfolio
|
Q4 2024
Added 3.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,903,746
shares
|
$99.7 Million
0.04% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,895,009
shares
|
$99.2 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.26%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
1,864,372
shares
|
$97.6 Million
0.34% of portfolio
|
Q4 2024
Reduced 2.33%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
1,823,546
shares
|
$95.5 Million
1.76% of portfolio
|
Q4 2024
Reduced 10.58%
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,730,889
shares
|
$90.6 Million
0.25% of portfolio
|
Q4 2024
Added 15.16%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
1,610,727
shares
|
$84.3 Million
0.12% of portfolio
|
Q4 2024
Added 6.25%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
1,610,524
shares
|
$84.3 Million
0.34% of portfolio
|
Q1 2025
Added 4.67%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
1,548,778
shares
|
$81.1 Million
1.7% of portfolio
|
Q1 2025
Added 4.92%
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Feb 14, 2025 Q4 2024 |
1,529,093
shares
|
$80.1 Million
0.97% of portfolio
|
Q4 2024
Added 15.53%
|
|
|
Sun Life Financial Inc
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
1,509,000
shares
|
$79 Million
4.35% of portfolio
|
Q4 2023
Added 1850.27%
|
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Feb 05, 2025 Q4 2024 |
1,442,118
shares
|
$75.5 Million
1.29% of portfolio
|
Q4 2024
New holding
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
1,420,926
shares
|
$74.4 Million
2.4% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
1,382,364
shares
|
$72.4 Million
2.26% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Members Trust CO
|
Jan 30, 2025 Q4 2024 |
1,249,809
shares
|
$65.4 Million
2.22% of portfolio
|
Q4 2024
Reduced 3.36%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,228,000
shares
|
$64.3 Million
0.11% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
1,197,002
shares
|
$62.7 Million
2.19% of portfolio
|
Q4 2024
Added 1.85%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
1,150,724
shares
|
$60.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 35.96%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
1,145,505
shares
|
$60 Million
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
1,125,000
shares
|
$58.9 Million
0.14% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Clearwater Capital Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,071,230
shares
|
$56.1 Million
5.73% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Parkside Investments, LLC
|
Apr 16, 2025 Q1 2025 |
1,044,086
shares
|
$54.7 Million
8.32% of portfolio
|
Q1 2025
Added 30.98%
|