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 1,035 institutions that hold shares in the stock, with a total of 325 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 |
|---|---|---|---|---|---|
|
Mtc Wealth Management LLC
|
Jan 30, 2025 Q4 2024 |
71,214
shares
|
$3.7 Million
1.77% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
69,231
shares
|
$3.6 Million
2.12% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
69,205
shares
|
$3.6 Million
0.14% of portfolio
|
Q4 2024
Added 1201.09%
|
|
|
New World Advisors LLC
Hingham, MA |
Feb 04, 2025 Q4 2024 |
68,723
shares
|
$3.57 Million
0.86% of portfolio
|
Q4 2024
Reduced 4.92%
|
|
|
Juncture Wealth Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
68,507
shares
|
$3.56 Million
1.33% of portfolio
|
Q4 2024
Added 3.8%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
68,092
shares
|
$3.54 Million
0.61% of portfolio
|
Q4 2022
Reduced 13.28%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
67,840
shares
|
$3.52 Million
0.44% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
67,745
shares
|
$3.52 Million
0.13% of portfolio
|
Q4 2024
Reduced 9.0%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
67,585
shares
|
$3.51 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.97%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
67,577
shares
|
$3.51 Million
2.73% of portfolio
|
Q2 2023
Reduced 1.51%
|
|
|
United Bank
Vienna, VA |
Nov 15, 2024 Q3 2024 |
67,454
shares
|
$3.5 Million
0.41% of portfolio
|
Q3 2024
Reduced 87.1%
|
|
|
Ally Invest Advisors Inc.
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
67,354
shares
|
$3.5 Million
0.3% of portfolio
|
Q4 2024
Added 5.11%
|
|
|
New South Capital Management Inc
Memphis, TN |
Feb 06, 2025 Q4 2024 |
67,328
shares
|
$3.5 Million
0.17% of portfolio
|
Q1 2024
Added 2.16%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
67,313
shares
|
$3.5 Million
0.21% of portfolio
|
Q4 2024
Reduced 1.27%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
66,810
shares
|
$3.47 Million
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
64,827
shares
|
$3.37 Million
0.56% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
63,801
shares
|
$3.32 Million
0.04% of portfolio
|
Q4 2024
Reduced 14.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
63,136
shares
|
$3.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Vectors Research Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
62,792
shares
|
$3.26 Million
1.11% of portfolio
|
Q4 2024
Reduced 31.49%
|
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
61,553
shares
|
$3.2 Million
0.05% of portfolio
|
Q4 2024
Reduced 6.22%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
61,185
shares
|
$3.18 Million
0.43% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Gemmer Asset Management LLC
|
Jan 16, 2025 Q4 2024 |
60,791
shares
|
$3.16 Million
0.32% of portfolio
|
Q4 2024
Added 9.02%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
59,799
shares
|
$3.11 Million
0.07% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Rathbones Group PLC
Liverpool, X0 |
Feb 13, 2025 Q4 2024 |
59,780
shares
|
$3.11 Million
0.02% of portfolio
|
Q4 2024
Added 11.38%
|
|
|
Hollencrest Capital Management
|
Feb 07, 2025 Q4 2024 |
59,265
shares
|
$3.08 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.88%
|