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 |
|---|---|---|---|---|---|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
18,808
shares
|
$974,630
0.08% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
18,790
shares
|
$973,697
0.06% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,735
shares
|
$970,847
0.04% of portfolio
|
Q3 2022
Reduced 26.73%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
18,608
shares
|
$964,266
0.27% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
18,558
shares
|
$961,675
0.0% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
18,474
shares
|
$957,322
0.71% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
18,370
shares
|
$951,933
0.06% of portfolio
|
Q3 2024
Reduced 96.13%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
18,095
shares
|
$937,682
0.02% of portfolio
|
Q3 2024
Reduced 91.44%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
18,020
shares
|
$933,796
0.17% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
17,976
shares
|
$931,516
0.09% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,958
shares
|
$930,583
0.02% of portfolio
|
Q3 2024
Reduced 51.32%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,830
shares
|
$923,950
0.18% of portfolio
|
Q2 2024
Added 121.08%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
17,161
shares
|
$889,283
0.31% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
17,134
shares
|
$887,883
0.02% of portfolio
|
Q4 2023
Added 15.84%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
17,119
shares
|
$887,106
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
17,059
shares
|
$883,997
0.64% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
16,853
shares
|
$873,322
0.69% of portfolio
|
Q2 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
16,750
shares
|
$867,985
0.06% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
16,691
shares
|
$864,927
0.03% of portfolio
|
Q3 2024
Reduced 25.4%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
16,642
shares
|
$862,388
0.09% of portfolio
|
Q2 2023
Reduced 79.51%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
16,473
shares
|
$853,630
0.03% of portfolio
|
Q3 2024
Added 45.93%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
16,422
shares
|
$850,988
0.07% of portfolio
|
Q3 2024
Added 1741.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,411
shares
|
$850,418
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
16,224
shares
|
$840,727
0.19% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
16,186
shares
|
$838,758
0.3% of portfolio
|
Q2 2024
New holding
|