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 |
|---|---|---|---|---|---|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Oct 16, 2024 Q3 2024 |
34,915
shares
|
$1.81 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.87%
|
|
|
Enclave Advisors LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
34,898
shares
|
$1.81 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
34,222
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
34,214
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2024
Reduced 12.74%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
34,097
shares
|
$1.77 Million
0.24% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
33,827
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2023
Added 264.55%
|
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
32,949
shares
|
$1.71 Million
0.19% of portfolio
|
Q2 2023
Added 9.94%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
32,425
shares
|
$1.68 Million
0.41% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
32,361
shares
|
$1.68 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.4%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
31,909
shares
|
$1.65 Million
1.23% of portfolio
|
Q4 2023
Reduced 92.12%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
31,861
shares
|
$1.65 Million
0.98% of portfolio
|
Q3 2024
Reduced 29.83%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
31,805
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2024
Added 8.46%
|
|
|
Armor Investment Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
31,595
shares
|
$1.64 Million
0.7% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Oct 23, 2024 Q3 2024 |
31,490
shares
|
$1.63 Million
1.55% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
First Washington Corp
Seattle, WA |
Nov 13, 2024 Q3 2024 |
31,420
shares
|
$1.63 Million
0.7% of portfolio
|
Q4 2021
Reduced 54.08%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
31,393
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
31,382
shares
|
$1.63 Million
0.15% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Oct 23, 2024 Q3 2024 |
30,912
shares
|
$1.6 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
30,859
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,713
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Added 531.05%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
30,682
shares
|
$1.59 Million
0.38% of portfolio
|
Q3 2024
Added 10.74%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
30,557
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
30,541
shares
|
$1.58 Million
0.28% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
30,376
shares
|
$1.57 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30,221
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2024
Added 13.66%
|