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 |
|---|---|---|---|---|---|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
51,329
shares
|
$2.67 Million
0.48% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
E&G Advisors, LP
|
Jan 24, 2025 Q4 2024 |
51,245
shares
|
$2.66 Million
0.73% of portfolio
|
Q4 2024
Added 19.47%
|
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
51,006
shares
|
$2.65 Million
1.39% of portfolio
|
Q1 2024
New holding
|
|
|
Sage Advisory Services, Ltd.Co.
|
Feb 05, 2025 Q4 2024 |
50,864
shares
|
$2.64 Million
1.56% of portfolio
|
Q4 2024
Reduced 62.56%
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
50,771
shares
|
$2.64 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Feb 05, 2025 Q4 2024 |
50,205
shares
|
$2.61 Million
0.15% of portfolio
|
Q4 2024
Added 3.2%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
49,544
shares
|
$2.57 Million
0.01% of portfolio
|
Q4 2024
Added 10.91%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
49,109
shares
|
$2.55 Million
0.14% of portfolio
|
Q4 2024
Added 44.49%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
49,073
shares
|
$2.55 Million
0.03% of portfolio
|
Q4 2024
Reduced 9.28%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
48,682
shares
|
$2.53 Million
0.38% of portfolio
|
Q4 2024
Reduced 7.42%
|
|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
48,644
shares
|
$2.53 Million
1.46% of portfolio
|
Q3 2024
Added 133.3%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
48,561
shares
|
$2.52 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
48,364
shares
|
$2.51 Million
0.15% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
Feb 12, 2025 Q4 2024 |
48,144
shares
|
$2.5 Million
0.19% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
47,874
shares
|
$2.49 Million
0.46% of portfolio
|
Q2 2024
Reduced 29.47%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
47,766
shares
|
$2.48 Million
1.91% of portfolio
|
Q4 2024
Reduced 3.15%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
47,599
shares
|
$2.47 Million
0.49% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
47,571
shares
|
$2.47 Million
1.16% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Running Point Capital Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
46,344
shares
|
$2.41 Million
0.83% of portfolio
|
Q4 2024
Added 21.15%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
46,003
shares
|
$2.39 Million
0.93% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
45,921
shares
|
$2.39 Million
1.98% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
45,770
shares
|
$2.38 Million
0.0% of portfolio
|
Q4 2024
Reduced 41.06%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
45,762
shares
|
$2.38 Million
0.16% of portfolio
|
Q2 2022
Added 10.29%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
45,614
shares
|
$2.37 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,459
shares
|
$2.36 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.21%
|