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 |
|---|---|---|---|---|---|
|
Stonehage Fleming Financial Services Holdings LTD
|
Nov 08, 2024 Q3 2024 |
13,848
shares
|
$717,603
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
13,757
shares
|
$712,887
0.03% of portfolio
|
Q3 2024
Added 675.92%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
13,714
shares
|
$710,659
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
13,683
shares
|
$709,053
0.02% of portfolio
|
Q3 2024
Reduced 62.73%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
13,629
shares
|
$706,254
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
13,542
shares
|
$701,746
0.08% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,494
shares
|
$699,259
0.05% of portfolio
|
Q4 2023
Added 12.45%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,480
shares
|
$698,533
0.15% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
13,420
shares
|
$695,424
0.43% of portfolio
|
Q3 2024
Reduced 36.7%
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
13,304
shares
|
$689,413
1.09% of portfolio
|
Q3 2022
Reduced 6.27%
|
|
|
Octavia Wealth Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
13,292
shares
|
$688,791
0.09% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
13,208
shares
|
$684,438
0.01% of portfolio
|
Q3 2024
Added 35.23%
|
|
|
La Fleur & Godfrey LLC
|
Oct 16, 2024 Q3 2024 |
13,195
shares
|
$683,764
0.1% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Swmg, LLC
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
13,172
shares
|
$682,573
0.29% of portfolio
|
Q3 2024
Reduced 49.22%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
13,145
shares
|
$681,173
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
13,137
shares
|
$680,759
0.02% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,127
shares
|
$680,241
0.08% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Oct 09, 2024 Q3 2024 |
12,900
shares
|
$668,478
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
American Financial Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
12,760
shares
|
$661,223
0.1% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
12,738
shares
|
$660,083
0.08% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
12,712
shares
|
$658,735
0.02% of portfolio
|
Q3 2024
Added 79.52%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
12,640
shares
|
$655,004
0.02% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
12,379
shares
|
$641,479
0.05% of portfolio
|
Q3 2024
Reduced 7.35%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
12,328
shares
|
$638,836
0.05% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
12,270
shares
|
$635,831
2.43% of portfolio
|
Q3 2023
Added 21.85%
|