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 976 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
4,500
shares
|
$234,675
0.05% of portfolio
|
Q4 2023
Reduced 10.0%
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
4,485
shares
|
$233,892
0.01% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Oct 17, 2024 Q3 2024 |
4,368
shares
|
$227,791
0.08% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
4,367
shares
|
$227,739
0.07% of portfolio
|
Q2 2024
Reduced 25.57%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
4,313
shares
|
$224,922
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
4,280
shares
|
$223,202
0.01% of portfolio
|
Q2 2024
Reduced 51.31%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
4,221
shares
|
$220,125
0.01% of portfolio
|
Q2 2024
Reduced 32.21%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,158
shares
|
$216,839
0.08% of portfolio
|
Q1 2024
Reduced 11.72%
|
|
|
Canal Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
4,141
shares
|
$215,953
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
4,125
shares
|
$215,118
0.02% of portfolio
|
Q3 2024
Reduced 62.76%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 17, 2024 Q3 2024 |
4,116
shares
|
$214,649
0.04% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
4,086
shares
|
$213,084
0.0% of portfolio
|
Q3 2024
Reduced 50.1%
|
|
|
Horizon Investment Services, LLC
Hammond, IN |
Nov 12, 2024 Q3 2024 |
4,072
shares
|
$212,354
0.09% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
4,060
shares
|
$211,729
0.07% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
Proactive Wealth Strategies LLC
Marietta, GA |
Nov 04, 2024 Q3 2024 |
4,042
shares
|
$210,790
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
4,000
shares
|
$208,600
0.05% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Oct 15, 2024 Q3 2024 |
3,966
shares
|
$206,826
0.17% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Martin Capital Advisors, LLP
|
Oct 11, 2024 Q3 2024 |
3,960
shares
|
$206,514
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Fox Hill Wealth Management
Dedham, MA |
Nov 14, 2024 Q3 2024 |
3,919
shares
|
$204,375
0.11% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
3,895
shares
|
$203,124
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
3,884
shares
|
$202,550
0.1% of portfolio
|
Q3 2024
Added 40.32%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,876
shares
|
$202,133
0.0% of portfolio
|
Q3 2024
Reduced 10.17%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
3,849
shares
|
$200,725
0.05% of portfolio
|
Q4 2023
Reduced 15.63%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
3,848
shares
|
$200,673
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
3,847
shares
|
$200,621
0.04% of portfolio
|
Q3 2024
New holding
|