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 974 institutions that hold shares in the stock, with a total of 315 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
53,669
shares
|
$2.78 Million
1.0% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Nov 08, 2024 Q3 2024 |
53,030
shares
|
$2.75 Million
0.73% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
52,582
shares
|
$2.72 Million
0.43% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
52,367
shares
|
$2.71 Million
0.36% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
52,284
shares
|
$2.71 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
One Day In July LLC
|
Nov 05, 2024 Q3 2024 |
51,862
shares
|
$2.69 Million
0.3% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
51,821
shares
|
$2.69 Million
0.07% of portfolio
|
Q3 2024
Reduced 12.32%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
51,742
shares
|
$2.68 Million
0.01% of portfolio
|
Q3 2024
Added 280.82%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
51,717
shares
|
$2.68 Million
0.3% of portfolio
|
Q2 2023
Reduced 1.61%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
51,329
shares
|
$2.66 Million
0.48% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
51,006
shares
|
$2.64 Million
1.39% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 11, 2024 Q3 2024 |
50,790
shares
|
$2.63 Million
0.35% of portfolio
|
Q3 2024
Added 674.36%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
50,077
shares
|
$2.59 Million
0.37% of portfolio
|
Q3 2024
Reduced 47.94%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
49,484
shares
|
$2.56 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.47%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
49,319
shares
|
$2.56 Million
1.91% of portfolio
|
Q3 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
49,291
shares
|
$2.55 Million
1.19% of portfolio
|
Q3 2024
Reduced -0.0%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
48,648
shares
|
$2.52 Million
0.15% of portfolio
|
Q3 2024
Reduced 20.02%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
48,644
shares
|
$2.52 Million
1.46% of portfolio
|
Q3 2024
Added 133.3%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
48,639
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 293.77%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
48,561
shares
|
$2.52 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
48,535
shares
|
$2.52 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
48,535
shares
|
$2.52 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
48,237
shares
|
$2.5 Million
0.06% of portfolio
|
Q1 2024
Added 178.83%
|
|
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
48,144
shares
|
$2.49 Million
0.19% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
47,874
shares
|
$2.48 Million
0.47% of portfolio
|
Q2 2024
Reduced 29.47%
|