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 |
|---|---|---|---|---|---|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
940,599
shares
|
$48.7 Million
0.46% of portfolio
|
Q3 2024
Added 9.03%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
939,101
shares
|
$48.7 Million
0.22% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
935,645
shares
|
$48.5 Million
8.59% of portfolio
|
Q3 2024
Added 0.85%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
934,825
shares
|
$48.4 Million
0.9% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
927,717
shares
|
$48.1 Million
0.18% of portfolio
|
Q3 2024
Added 246.12%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
896,490
shares
|
$46.5 Million
0.11% of portfolio
|
Q3 2024
Added 34.73%
|
|
|
Resource Consulting Group Inc
|
Jan 11, 2024 Q4 2023 |
893,675
shares
|
$46.3 Million
7.85% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
864,165
shares
|
$44.8 Million
1.41% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Stockman Wealth Management, Inc.
|
Nov 04, 2024 Q3 2024 |
844,212
shares
|
$43.7 Million
7.14% of portfolio
|
Q3 2024
Added 30.0%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
843,135
shares
|
$43.7 Million
1.15% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
836,316
shares
|
$43.3 Million
0.69% of portfolio
|
Q2 2023
Added 8.69%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
818,331
shares
|
$42.4 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
811,596
shares
|
$42.1 Million
8.68% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
800,496
shares
|
$41.5 Million
0.62% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
796,457
shares
|
$41.3 Million
6.49% of portfolio
|
Q3 2024
Reduced 3.31%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
775,356
shares
|
$40.2 Million
0.25% of portfolio
|
Q2 2023
Reduced 23.74%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
767,677
shares
|
$39.8 Million
0.06% of portfolio
|
Q3 2024
Reduced 27.27%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
745,080
shares
|
$38.6 Million
3.68% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Parkside Investments, LLC
|
Oct 15, 2024 Q3 2024 |
742,645
shares
|
$38.5 Million
6.02% of portfolio
|
Q3 2024
Added 6.75%
|
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
719,414
shares
|
$37.3 Million
3.57% of portfolio
|
Q3 2024
Reduced 5.06%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
698,879
shares
|
$36.2 Million
0.63% of portfolio
|
Q2 2024
Added 198.05%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
697,273
shares
|
$36.1 Million
0.1% of portfolio
|
Q3 2024
Added 2.83%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
688,774
shares
|
$35.7 Million
0.18% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Zurich Insurance Group LTD
Zurich, V8 |
Nov 14, 2024 Q3 2024 |
679,581
shares
|
$35.2 Million
0.31% of portfolio
|
Q4 2021
Added 64.98%
|
|
|
American Family Insurance Mutual Holding CO
|
May 14, 2024 Q1 2024 |
670,543
shares
|
$34.7 Million
6.47% of portfolio
|
Q1 2022
Added 38.1%
|