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 |
|---|---|---|---|---|---|
|
Innealta Capital, LLC
Austin, TX |
Oct 29, 2024 Q3 2024 |
8,917
shares
|
$462,078
0.23% of portfolio
|
Q3 2024
Reduced 5.84%
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
8,903
shares
|
$461,353
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
8,865
shares
|
$459,384
0.2% of portfolio
|
Q3 2024
Added 10.94%
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
8,837
shares
|
$457,933
0.04% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Successful Portfolios LLC
|
Oct 09, 2024 Q3 2024 |
8,794
shares
|
$455,705
0.31% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
8,742
shares
|
$453,010
0.03% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
8,719
shares
|
$451,818
0.03% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Oct 31, 2024 Q3 2024 |
8,649
shares
|
$448,191
0.31% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
8,645
shares
|
$447,983
0.01% of portfolio
|
Q2 2024
Reduced 2.43%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
8,625
shares
|
$446,947
0.22% of portfolio
|
Q2 2024
Reduced 3.63%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
8,602
shares
|
$445,755
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Oct 11, 2024 Q3 2024 |
8,488
shares
|
$439,848
0.19% of portfolio
|
Q3 2024
Reduced 87.56%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
8,458
shares
|
$438,293
0.07% of portfolio
|
Q2 2024
Added 3.17%
|
|
|
Verum Partners LLC
Charlotte, NC |
Oct 16, 2024 Q3 2024 |
8,457
shares
|
$438,241
0.13% of portfolio
|
Q3 2024
Reduced 43.31%
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,404
shares
|
$435,495
0.45% of portfolio
|
Q3 2023
Reduced 5.32%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
8,314
shares
|
$430,831
0.08% of portfolio
|
Q3 2024
Reduced 24.49%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
8,287
shares
|
$429,432
0.08% of portfolio
|
Q3 2024
Reduced 42.26%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
8,270
shares
|
$428,551
0.08% of portfolio
|
Q3 2024
Reduced 73.54%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
8,207
shares
|
$425,286
0.1% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
8,200
shares
|
$424,924
1.12% of portfolio
|
Q4 2021
New holding
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
8,200
shares
|
$424,924
0.03% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
8,189
shares
|
$424,353
0.0% of portfolio
|
Q3 2024
Added 144.08%
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
8,164
shares
|
$423,058
0.04% of portfolio
|
Q2 2024
Added 0.09%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
8,132
shares
|
$421,400
0.04% of portfolio
|
Q3 2024
Reduced 40.51%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
8,077
shares
|
$418,550
0.18% of portfolio
|
Q2 2024
Reduced 7.66%
|