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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
45,082
shares
|
$2.34 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
44,992
shares
|
$2.34 Million
0.3% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
44,599
shares
|
$2.32 Million
0.91% of portfolio
|
Q4 2024
Added 98.28%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
44,241
shares
|
$2.3 Million
0.81% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
44,163
shares
|
$2.29 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
43,862
shares
|
$2.28 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
43,311
shares
|
$2.25 Million
0.09% of portfolio
|
Q4 2024
Added 9.47%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
43,298
shares
|
$2.25 Million
1.26% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
43,266
shares
|
$2.25 Million
0.73% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
43,234
shares
|
$2.25 Million
0.06% of portfolio
|
Q4 2024
Added 22.43%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
43,230
shares
|
$2.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 67.7%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
43,228
shares
|
$2.25 Million
2.36% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
42,875
shares
|
$2.23 Million
0.0% of portfolio
|
Q4 2024
Added 17.42%
|
|
|
Becker Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
42,812
shares
|
$2.22 Million
0.07% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Feb 14, 2025 Q4 2024 |
42,255
shares
|
$2.2 Million
0.5% of portfolio
|
Q4 2024
Added 13.38%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Feb 14, 2025 Q4 2024 |
42,016
shares
|
$2.18 Million
0.05% of portfolio
|
Q4 2024
Added 17.89%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
41,795
shares
|
$2.17 Million
0.38% of portfolio
|
Q4 2024
Added 5.3%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Jan 29, 2025 Q4 2024 |
41,630
shares
|
$2.16 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
41,241
shares
|
$2.14 Million
0.3% of portfolio
|
Q4 2024
Added 129.65%
|
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Feb 11, 2025 Q4 2024 |
40,533
shares
|
$2.11 Million
1.66% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
40,512
shares
|
$2.11 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
40,280
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2024
Reduced 4.68%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
40,113
shares
|
$2.08 Million
1.25% of portfolio
|
Q3 2024
Added 7.8%
|
|
|
Ifrah Financial Services, Inc.
|
Jan 31, 2025 Q4 2024 |
40,077
shares
|
$2.08 Million
0.58% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Stone Asset Management Inc.
|
Apr 17, 2023 Q1 2023 |
39,767
shares
|
$2.07 Million
3.21% of portfolio
|
Q1 2023
Reduced 61.39%
|