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 1,078 institutions that hold shares in the stock, with a total of 395 Million shares, which have been reported (via 13F filing form) to have a value of $20.8 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 |
|
Meeder Advisory Services, Inc.
Dublin, OH |
May 07, 2025 Q1 2025 |
749,885
shares
|
$39.5 Million
2.36% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
744,165
shares
|
$39.2 Million
0.09% of portfolio
|
Q4 2024
Added 23.38%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
723,143
shares
|
$38.1 Million
0.1% of portfolio
|
Q1 2025
Added 5.98%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
719,911
shares
|
$38 Million
2.88% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
698,879
shares
|
$36.8 Million
0.63% of portfolio
|
Q2 2024
Added 198.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
693,523
shares
|
$36.6 Million
0.51% of portfolio
|
Q2 2025
Added 6.57%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
687,177
shares
|
$36.2 Million
0.78% of portfolio
|
Q2 2025
Added 33.51%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
680,493
shares
|
$35.9 Million
0.09% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
May 15, 2025 Q1 2025 |
679,581
shares
|
$35.8 Million
0.3% of portfolio
|
Q4 2021
Added 64.98%
|
|
|
American Family Insurance Mutual Holding CO
|
May 14, 2024 Q1 2024 |
670,543
shares
|
$35.4 Million
6.47% of portfolio
|
Q1 2022
Added 38.1%
|
|
|
Arkansas Financial Group, Inc.
|
Jul 16, 2025 Q2 2025 |
659,812
shares
|
$34.8 Million
5.43% of portfolio
|
Q2 2025
Reduced 3.76%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
657,492
shares
|
$34.7 Million
0.15% of portfolio
|
Q1 2025
Added 37.8%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
656,477
shares
|
$34.6 Million
0.5% of portfolio
|
Q2 2025
Reduced 29.05%
|
|
|
New Square Capital LLC
|
Aug 05, 2025 Q2 2025 |
648,331
shares
|
$34.2 Million
2.53% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
647,353
shares
|
$34.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
643,157
shares
|
$33.9 Million
0.48% of portfolio
|
Q3 2023
Added 32.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
640,027
shares
|
$33.7 Million
2.83% of portfolio
|
Q4 2022
Reduced 2.62%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
630,782
shares
|
$33.3 Million
0.75% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
625,238
shares
|
$33 Million
4.62% of portfolio
|
Q2 2025
Reduced 3.62%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
616,527
shares
|
$32.5 Million
0.13% of portfolio
|
Q2 2025
Reduced 5.35%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
604,521
shares
|
$31.9 Million
0.78% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
589,001
shares
|
$31.1 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.13%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
562,776
shares
|
$29.7 Million
0.01% of portfolio
|
Q1 2025
Added 168.71%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
544,773
shares
|
$28.7 Million
0.39% of portfolio
|
Q2 2025
Reduced 34.28%
|
|
|
Nelson Capital Management, LLC
|
Jul 23, 2025 Q2 2025 |
527,436
shares
|
$27.8 Million
3.71% of portfolio
|
Q2 2025
Added 3.1%
|