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 |
|
Disciplina Capital Management LLC
Nashville, TN |
May 13, 2025 Q1 2025 |
232,437
shares
|
$12.3 Million
1.77% of portfolio
|
Q1 2025
Added 84.25%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jul 14, 2025 Q2 2025 |
223,837
shares
|
$11.8 Million
1.72% of portfolio
|
Q2 2025
Reduced 7.71%
|
|
|
Bernardo Wealth Planning LLC
|
Apr 30, 2025 Q1 2025 |
223,395
shares
|
$11.8 Million
2.8% of portfolio
|
Q1 2025
Added 2.18%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
220,984
shares
|
$11.7 Million
6.06% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
213,987
shares
|
$11.3 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Procyon Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
212,946
shares
|
$11.2 Million
1.08% of portfolio
|
Q2 2025
Reduced 61.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
212,544
shares
|
$11.2 Million
0.03% of portfolio
|
Q2 2025
Added 19.7%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
210,443
shares
|
$11.1 Million
0.52% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Black Diamond Financial, LLC
|
Jul 30, 2025 Q2 2025 |
209,465
shares
|
$11 Million
1.72% of portfolio
|
Q2 2025
Reduced 13.03%
|
|
|
Pinnacle Financial Partners Inc
|
Apr 28, 2025 Q1 2025 |
208,052
shares
|
$11 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
207,624
shares
|
$10.9 Million
0.17% of portfolio
|
Q1 2025
Reduced 33.88%
|
|
|
Hall Capital Management CO Inc
|
Jul 23, 2025 Q2 2025 |
204,782
shares
|
$10.8 Million
4.58% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
204,395
shares
|
$10.8 Million
0.04% of portfolio
|
Q2 2025
Added 6.11%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
202,713
shares
|
$10.7 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
200,553
shares
|
$10.6 Million
1.3% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
Galilei Investment Office LLP
London, X0 |
Jul 28, 2025 Q2 2025 |
199,086
shares
|
$10.5 Million
5.34% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Powers Advisory Group, LLC
|
Jul 18, 2025 Q2 2025 |
198,411
shares
|
$10.5 Million
4.64% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
197,323
shares
|
$10.4 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.58%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
194,705
shares
|
$10.3 Million
0.08% of portfolio
|
Q1 2025
Added 11.54%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
194,430
shares
|
$10.3 Million
0.06% of portfolio
|
Q4 2024
Added 33.51%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
193,455
shares
|
$10.2 Million
1.15% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
190,871
shares
|
$10.1 Million
2.43% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
190,537
shares
|
$10 Million
0.7% of portfolio
|
Q2 2025
Reduced 3.29%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
189,183
shares
|
$9.97 Million
0.31% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
Vantagepoint Investment Advisers LLC
|
Apr 09, 2025 Q1 2025 |
187,500
shares
|
$9.89 Million
1.12% of portfolio
|
Q1 2025
Added 230.69%
|