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 |
|---|---|---|---|---|---|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
342,895
shares
|
$17.8 Million
0.48% of portfolio
|
Q3 2024
Added 19327.48%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
338,311
shares
|
$17.6 Million
0.51% of portfolio
|
Q3 2024
Reduced 1.18%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
322,373
shares
|
$16.7 Million
3.27% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
321,661
shares
|
$16.7 Million
0.03% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Monograph Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
321,440
shares
|
$16.7 Million
2.33% of portfolio
|
Q3 2024
Added 105.98%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
315,828
shares
|
$16.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Oct 31, 2024 Q3 2024 |
315,000
shares
|
$16.3 Million
0.01% of portfolio
|
Q3 2024
Added 36.96%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
305,535
shares
|
$15.9 Million
0.04% of portfolio
|
Q3 2024
Added 43.51%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
304,681
shares
|
$15.8 Million
0.25% of portfolio
|
Q3 2024
New holding
|
|
|
Schaeffer Financial LLC
|
Oct 30, 2024 Q3 2024 |
302,369
shares
|
$15.7 Million
16.19% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
300,000
shares
|
$15.6 Million
0.03% of portfolio
|
Q1 2024
Added 50.0%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
299,274
shares
|
$15.5 Million
0.15% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
297,809
shares
|
$15.5 Million
3.22% of portfolio
|
Q3 2024
Added 4.63%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Nov 12, 2024 Q3 2024 |
295,500
shares
|
$15.3 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
293,901
shares
|
$15.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.52%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
290,464
shares
|
$15.1 Million
0.11% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Blue Fin Capital, Inc.
|
Nov 05, 2024 Q3 2024 |
286,548
shares
|
$14.9 Million
2.92% of portfolio
|
Q3 2024
Added 13.99%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
278,770
shares
|
$14.5 Million
0.03% of portfolio
|
Q1 2022
Reduced 75.52%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
273,760
shares
|
$14.2 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Compton Financial Group, LLC
|
Oct 16, 2024 Q3 2024 |
273,666
shares
|
$14.2 Million
4.35% of portfolio
|
Q3 2024
New holding
|
|
|
Kwmg, LLC
|
Oct 07, 2024 Q3 2024 |
269,135
shares
|
$14 Million
1.44% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
266,467
shares
|
$13.8 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Goelzer Investment Management, Inc.
|
Oct 04, 2024 Q3 2024 |
266,229
shares
|
$13.8 Million
0.77% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
265,848
shares
|
$13.8 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Charter Oak Capital Management, LLC
|
Oct 30, 2024 Q3 2024 |
265,070
shares
|
$13.8 Million
1.31% of portfolio
|
Q3 2024
Added 4.26%
|