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 |
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
187,103
shares
|
$9.86 Million
0.12% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
American Family Investments, Inc.
Madison, WI |
May 14, 2025 Q1 2025 |
185,000
shares
|
$9.75 Million
0.67% of portfolio
|
Q1 2025
Reduced 72.41%
|
|
|
Secure Asset Management, LLC
|
Jul 10, 2025 Q2 2025 |
183,498
shares
|
$9.67 Million
1.86% of portfolio
|
Q2 2025
Added 24.79%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Apr 28, 2025 Q1 2025 |
177,431
shares
|
$9.35 Million
4.73% of portfolio
|
Q1 2025
Added 3.29%
|
|
|
Meritage Portfolio Management
|
Jul 25, 2025 Q2 2025 |
177,325
shares
|
$9.35 Million
0.6% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Proffitt & Goodson Inc
|
Jul 23, 2025 Q2 2025 |
176,070
shares
|
$9.28 Million
1.42% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
175,712
shares
|
$9.26 Million
0.17% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
167,961
shares
|
$8.85 Million
0.35% of portfolio
|
Q2 2020
Added 17.55%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
166,072
shares
|
$8.76 Million
0.23% of portfolio
|
Q1 2025
Reduced 8.8%
|
|
|
Smith, Salley & Associates
|
Jul 17, 2025 Q2 2025 |
166,049
shares
|
$8.75 Million
0.53% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
164,568
shares
|
$8.68 Million
0.02% of portfolio
|
Q1 2025
Reduced 20.56%
|
|
|
Delta Asset Management LLC
Memphis, TN |
May 09, 2025 Q1 2025 |
163,730
shares
|
$8.63 Million
0.82% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Scotia Capital Inc.
|
May 09, 2025 Q1 2025 |
163,085
shares
|
$8.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 17.79%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
162,619
shares
|
$8.57 Million
0.09% of portfolio
|
Q1 2025
Added 2.73%
|
|
|
Pfg Advisors
|
May 05, 2025 Q1 2025 |
161,213
shares
|
$8.5 Million
0.49% of portfolio
|
Q1 2025
Reduced 3.74%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
161,030
shares
|
$8.49 Million
6.83% of portfolio
|
Q4 2022
Reduced 1.16%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
158,546
shares
|
$8.36 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.46%
|
|
|
Td Asset Management Inc
|
Jul 28, 2025 Q2 2025 |
157,017
shares
|
$8.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Gunma Bank,Ltd.
|
Jul 14, 2025 Q2 2025 |
157,000
shares
|
$8.28 Million
2.7% of portfolio
|
Q4 2024
Added 61.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
156,824
shares
|
$8.27 Million
0.37% of portfolio
|
Q1 2025
Added 11.64%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
153,332
shares
|
$8.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
151,969
shares
|
$8.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
151,322
shares
|
$7.98 Million
0.25% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Main Management LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
151,241
shares
|
$7.97 Million
0.7% of portfolio
|
Q1 2025
Added 0.04%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jul 24, 2025 Q2 2025 |
151,153
shares
|
$7.97 Million
0.72% of portfolio
|
Q2 2025
Reduced 4.0%
|