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 989 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Perella Weinberg Partners Capital Management LP
|
May 13, 2024 Q1 2024 |
92,803
shares
|
$4.83 Million
0.51% of portfolio
|
Q1 2024
Reduced 14.46%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
92,512
shares
|
$4.81 Million
2.07% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Legacy Partners, LLC
|
Oct 31, 2024 Q3 2024 |
91,743
shares
|
$4.77 Million
1.13% of portfolio
|
Q3 2024
Reduced 40.55%
|
|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
91,648
shares
|
$4.77 Million
1.46% of portfolio
|
Q3 2024
Reduced 46.09%
|
|
|
Rhs Financial, LLC
|
Jan 23, 2025 Q4 2024 |
91,236
shares
|
$4.75 Million
2.52% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
91,214
shares
|
$4.74 Million
0.15% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
91,203
shares
|
$4.74 Million
0.99% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Life Planning Partners, Inc
|
Jan 29, 2025 Q4 2024 |
88,045
shares
|
$4.58 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
87,069
shares
|
$4.53 Million
0.06% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
86,006
shares
|
$4.47 Million
2.11% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
85,299
shares
|
$4.44 Million
0.51% of portfolio
|
Q2 2022
Reduced 12.82%
|
|
|
Crescent Grove Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
85,191
shares
|
$4.43 Million
0.46% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Bull Street Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
84,530
shares
|
$4.4 Million
2.17% of portfolio
|
Q4 2024
Reduced 1.74%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
82,566
shares
|
$4.3 Million
1.75% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
82,331
shares
|
$4.28 Million
2.96% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
81,588
shares
|
$4.24 Million
1.11% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
81,168
shares
|
$4.22 Million
0.36% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
79,283
shares
|
$4.12 Million
4.0% of portfolio
|
Q3 2024
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
79,201
shares
|
$4.12 Million
1.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
79,085
shares
|
$4.11 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
78,546
shares
|
$4.09 Million
1.24% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
78,259
shares
|
$4.07 Million
0.31% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
77,713
shares
|
$4.04 Million
0.34% of portfolio
|
Q4 2024
Added 89.21%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
77,652
shares
|
$4.04 Million
1.32% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
77,649
shares
|
$4.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.71%
|