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 |
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
726,958
shares
|
$38.1 Million
17.85% of portfolio
|
Q4 2024
Added 23.27%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
715,891
shares
|
$37.5 Million
0.02% of portfolio
|
Q4 2024
Added 42.86%
|
|
|
Cutler Investment Counsel LLC
|
Jan 31, 2025 Q4 2024 |
705,070
shares
|
$36.9 Million
4.65% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
698,879
shares
|
$36.6 Million
0.63% of portfolio
|
Q2 2024
Added 198.05%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
685,607
shares
|
$35.9 Million
5.93% of portfolio
|
Q1 2025
Reduced 11.41%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
682,346
shares
|
$35.7 Million
0.1% of portfolio
|
Q4 2024
Added 49.49%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Feb 14, 2025 Q4 2024 |
679,581
shares
|
$35.6 Million
0.3% of portfolio
|
Q4 2021
Added 64.98%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
676,708
shares
|
$35.4 Million
3.02% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
675,488
shares
|
$35.4 Million
0.1% of portfolio
|
Q1 2025
Added 3.96%
|
|
|
American Family Insurance Mutual Holding CO
|
May 14, 2024 Q1 2024 |
670,543
shares
|
$35.1 Million
6.47% of portfolio
|
Q1 2022
Added 38.1%
|
|
|
American Family Investments, Inc.
Madison, WI |
Feb 14, 2025 Q4 2024 |
670,543
shares
|
$35.1 Million
1.68% of portfolio
|
Q2 2024
New holding
|
|
|
Money Design Co.,Ltd.
|
Apr 28, 2025 Q1 2025 |
669,063
shares
|
$35 Million
1.75% of portfolio
|
Q1 2025
Reduced 45.53%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
651,372
shares
|
$34.1 Million
0.14% of portfolio
|
Q1 2025
Added 31.55%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
650,747
shares
|
$34.1 Million
0.5% of portfolio
|
Q1 2025
Added 3.44%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
648,722
shares
|
$34 Million
5.2% of portfolio
|
Q1 2025
Reduced 30.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
647,353
shares
|
$33.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
643,157
shares
|
$33.7 Million
0.48% of portfolio
|
Q3 2023
Added 32.61%
|
|
|
New Square Capital LLC
|
Apr 14, 2025 Q1 2025 |
641,761
shares
|
$33.6 Million
2.74% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
641,149
shares
|
$33.6 Million
0.28% of portfolio
|
Q4 2024
Reduced 6.91%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
640,027
shares
|
$33.5 Million
2.83% of portfolio
|
Q4 2022
Reduced 2.62%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
629,910
shares
|
$33 Million
0.83% of portfolio
|
Q1 2025
Added 64.4%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
626,317
shares
|
$32.8 Million
2.75% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
549,088
shares
|
$28.8 Million
1.78% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
542,909
shares
|
$28.4 Million
0.34% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
526,201
shares
|
$27.6 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.85%
|