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 $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
457,664
shares
|
$23.7 Million
6.49% of portfolio
|
Q1 2023
Reduced 2.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
456,434
shares
|
$23.7 Million
0.07% of portfolio
|
Q3 2024
Added 99.18%
|
|
|
River Front Investment Group, LLC
Richmond, VA |
Nov 08, 2024 Q3 2024 |
439,640
shares
|
$22.8 Million
0.56% of portfolio
|
Q3 2024
Added 15.33%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
434,950
shares
|
$22.6 Million
0.81% of portfolio
|
Q3 2024
Added 2.23%
|
|
|
Nelson Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
428,264
shares
|
$22.2 Million
3.84% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
413,453
shares
|
$21.4 Million
1.51% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Dakota Wealth Management
|
Oct 23, 2024 Q3 2024 |
410,685
shares
|
$21.3 Million
0.5% of portfolio
|
Q3 2024
Added 27.22%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
406,562
shares
|
$21.1 Million
2.2% of portfolio
|
Q3 2024
Reduced 5.23%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
401,020
shares
|
$20.8 Million
0.61% of portfolio
|
Q3 2024
Added 24.89%
|
|
|
Bray Capital Advisors
|
Nov 01, 2024 Q3 2024 |
396,475
shares
|
$20.6 Million
5.3% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Oct 16, 2024 Q3 2024 |
390,460
shares
|
$20.3 Million
1.32% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
386,894
shares
|
$20.1 Million
6.87% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Family Management Corp
New York, NY |
Nov 14, 2024 Q3 2024 |
386,067
shares
|
$20 Million
3.43% of portfolio
|
Q3 2024
Reduced 12.37%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
379,409
shares
|
$19.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
378,483
shares
|
$19.6 Million
0.05% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
377,131
shares
|
$19.6 Million
2.52% of portfolio
|
Q3 2024
Added 4.28%
|
|
|
Astoria Strategic Wealth, Inc.
|
Oct 15, 2024 Q3 2024 |
372,631
shares
|
$19.3 Million
5.78% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Stephens Group Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
372,370
shares
|
$19.3 Million
1.64% of portfolio
|
Q3 2024
Reduced 30.05%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Nov 04, 2024 Q3 2024 |
367,800
shares
|
$19.1 Million
9.42% of portfolio
|
Q4 2020
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
364,162
shares
|
$18.9 Million
3.82% of portfolio
|
Q4 2022
Reduced 1.47%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
364,162
shares
|
$18.9 Million
3.81% of portfolio
|
Q4 2022
New holding
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Oct 03, 2024 Q3 2024 |
359,534
shares
|
$18.7 Million
4.36% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Oct 22, 2024 Q3 2024 |
357,563
shares
|
$18.6 Million
5.07% of portfolio
|
Q3 2024
Reduced 1.35%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Nov 05, 2024 Q3 2024 |
357,123
shares
|
$18.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 33.55%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
351,511
shares
|
$18.2 Million
0.94% of portfolio
|
Q3 2024
Added 18.16%
|