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 $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
280
shares
|
$14,602
0.01% of portfolio
|
Q4 2022
Reduced 80.87%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
275
shares
|
$14,341
0.0% of portfolio
|
Q3 2024
Added 400.0%
|
|
|
Centerpoint Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
250
shares
|
$13,037
0.0% of portfolio
|
Q3 2023
Reduced 92.38%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
224
shares
|
$11,681
0.01% of portfolio
|
Q2 2024
Reduced 53.14%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
216
shares
|
$11,264
0.01% of portfolio
|
Q4 2023
Reduced 47.83%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Oct 31, 2024 Q3 2024 |
209
shares
|
$10,899
0.03% of portfolio
|
Q2 2024
Reduced 84.99%
|
|
|
Fwl Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
200
shares
|
$10,430
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Nov 06, 2024 Q3 2024 |
197
shares
|
$10,273
0.01% of portfolio
|
Q2 2024
Reduced 94.06%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
166
shares
|
$8,656
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
165
shares
|
$8,604
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
157
shares
|
$8,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Oct 18, 2024 Q3 2024 |
157
shares
|
$8,187
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Oct 15, 2024 Q3 2024 |
149
shares
|
$7,770
0.0% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
140
shares
|
$7,301
0.0% of portfolio
|
Q3 2024
Reduced 75.44%
|
|
|
Bristlecone Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
128
shares
|
$6,675
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Nov 14, 2024 Q3 2024 |
126
shares
|
$6,570
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
121
shares
|
$6,310
0.0% of portfolio
|
Q4 2023
Reduced 6.92%
|
|
|
Breakwater Investment Management
Seattle, WA |
Nov 05, 2024 Q3 2024 |
106
shares
|
$5,527
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
103
shares
|
$5,371
0.0% of portfolio
|
Q2 2024
Added 194.29%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
100
shares
|
$5,215
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Oct 15, 2024 Q3 2024 |
97
shares
|
$5,058
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
94
shares
|
$4,902
0.0% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
93
shares
|
$4,849
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
89
shares
|
$4,641
0.0% of portfolio
|
Q2 2024
Reduced 82.65%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
81
shares
|
$4,224
0.0% of portfolio
|
Q3 2024
Reduced 4.71%
|