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 977 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
141,390
shares
|
$7.34 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
141,079
shares
|
$7.33 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
139,687
shares
|
$7.25 Million
0.94% of portfolio
|
Q3 2022
Reduced 12.33%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
137,660
shares
|
$7.15 Million
0.59% of portfolio
|
Q4 2023
Reduced 9.99%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Nov 12, 2024 Q3 2024 |
137,126
shares
|
$7.12 Million
0.94% of portfolio
|
Q3 2024
Reduced 4.75%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
137,123
shares
|
$7.12 Million
0.64% of portfolio
|
Q3 2022
Added 60.1%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
135,955
shares
|
$7.06 Million
0.05% of portfolio
|
Q3 2024
Added 8.87%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
135,867
shares
|
$7.06 Million
1.91% of portfolio
|
Q2 2024
Reduced 10.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
133,852
shares
|
$6.95 Million
0.09% of portfolio
|
Q3 2024
Reduced 74.61%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
129,984
shares
|
$6.75 Million
0.52% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Capital Investment Services Of America, Inc.
|
Oct 30, 2024 Q3 2024 |
129,742
shares
|
$6.74 Million
0.69% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
129,425
shares
|
$6.72 Million
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
129,385
shares
|
$6.72 Million
1.04% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
128,846
shares
|
$6.69 Million
0.5% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Ma Private Wealth
|
Oct 23, 2024 Q3 2024 |
128,373
shares
|
$6.67 Million
1.27% of portfolio
|
Q3 2024
Reduced 10.53%
|
|
|
Financial Life Advisors
|
Oct 21, 2024 Q3 2024 |
127,590
shares
|
$6.63 Million
2.57% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
126,763
shares
|
$6.58 Million
1.43% of portfolio
|
Q3 2022
Added 5.93%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
126,267
shares
|
$6.56 Million
0.08% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
Wharton Business Group, LLC
Malvern, PA |
Nov 07, 2024 Q3 2024 |
126,140
shares
|
$6.55 Million
0.3% of portfolio
|
Q3 2024
Added 10.23%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Nov 12, 2024 Q3 2024 |
126,057
shares
|
$6.55 Million
1.15% of portfolio
|
Q3 2024
Reduced 21.31%
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
124,450
shares
|
$6.46 Million
5.68% of portfolio
|
Q4 2023
Reduced 4.35%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Oct 30, 2024 Q3 2024 |
121,764
shares
|
$6.32 Million
0.15% of portfolio
|
Q3 2024
Reduced 18.15%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
121,562
shares
|
$6.31 Million
0.03% of portfolio
|
Q3 2022
Added 2.85%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
121,286
shares
|
$6.3 Million
3.91% of portfolio
|
Q2 2022
Added 302.26%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
119,061
shares
|
$6.18 Million
0.43% of portfolio
|
Q3 2024
Reduced 6.65%
|