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 |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
212,291
shares
|
$11 Million
0.45% of portfolio
|
Q2 2024
Added 4.84%
|
|
|
Pinnacle Financial Partners Inc
|
Nov 05, 2024 Q3 2024 |
211,291
shares
|
$11 Million
0.23% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
209,729
shares
|
$10.9 Million
0.03% of portfolio
|
Q3 2024
Added 170.37%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
209,139
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
206,006
shares
|
$10.7 Million
0.82% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
203,919
shares
|
$10.6 Million
5.13% of portfolio
|
Q3 2024
Added 13.08%
|
|
|
Hall Capital Management CO Inc
|
Jul 26, 2024 Q2 2024 |
203,202
shares
|
$10.5 Million
4.97% of portfolio
|
Q2 2024
Added 7.84%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
200,987
shares
|
$10.4 Million
0.06% of portfolio
|
Q3 2024
Added 44.01%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
200,483
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
198,769
shares
|
$10.3 Million
0.41% of portfolio
|
Q3 2024
Added 32.89%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
197,866
shares
|
$10.3 Million
0.2% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
197,107
shares
|
$10.2 Million
5.18% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
195,257
shares
|
$10.1 Million
0.76% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Nov 01, 2024 Q3 2024 |
193,468
shares
|
$10 Million
0.96% of portfolio
|
Q3 2024
Added 0.63%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
193,455
shares
|
$10 Million
1.15% of portfolio
|
Q4 2023
Reduced 8.44%
|
|
|
Crestwood Advisors Group LLC
|
Oct 30, 2024 Q3 2024 |
188,475
shares
|
$9.78 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
188,001
shares
|
$9.75 Million
0.61% of portfolio
|
Q3 2024
Reduced 1.47%
|
|
|
Bernardo Wealth Planning LLC
|
Oct 18, 2024 Q3 2024 |
178,290
shares
|
$9.25 Million
2.26% of portfolio
|
Q3 2024
Added 9.92%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
177,751
shares
|
$9.22 Million
0.04% of portfolio
|
Q3 2024
Added 11.4%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
175,017
shares
|
$9.08 Million
0.14% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Hilton Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
173,323
shares
|
$8.99 Million
0.75% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Proffitt & Goodson Inc
|
Nov 04, 2024 Q3 2024 |
172,222
shares
|
$8.93 Million
1.49% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
172,082
shares
|
$8.93 Million
2.8% of portfolio
|
Q3 2024
Added 32.78%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Nov 19, 2024 Q3 2024 |
171,392
shares
|
$8.89 Million
4.55% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
171,140
shares
|
$8.88 Million
0.07% of portfolio
|
Q3 2024
Added 8.39%
|