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 1,035 institutions that hold shares in the stock, with a total of 325 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
152,964
shares
|
$7.95 Million
1.28% of portfolio
|
Q4 2024
Reduced 4.2%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
152,326
shares
|
$7.91 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Main Management LLC
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
151,186
shares
|
$7.86 Million
0.64% of portfolio
|
Q4 2024
Added 36.2%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
150,078
shares
|
$7.8 Million
0.34% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
Feb 12, 2025 Q4 2024 |
149,940
shares
|
$7.79 Million
2.54% of portfolio
|
Q4 2024
New holding
|
|
|
Davis R M Inc
Portland, ME |
Feb 07, 2025 Q4 2024 |
148,425
shares
|
$7.71 Million
0.15% of portfolio
|
Q4 2024
Reduced 7.04%
|
|
|
Seven Bridge Financial Group, LLC
|
Feb 12, 2025 Q4 2024 |
147,970
shares
|
$7.69 Million
1.54% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Feb 04, 2025 Q4 2024 |
147,743
shares
|
$7.68 Million
0.12% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
145,802
shares
|
$7.58 Million
0.01% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
145,136
shares
|
$7.54 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
143,266
shares
|
$7.44 Million
1.23% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
140,471
shares
|
$7.3 Million
0.37% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
140,405
shares
|
$7.3 Million
1.36% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
139,687
shares
|
$7.26 Million
0.94% of portfolio
|
Q3 2022
Reduced 12.33%
|
|
|
Meridian Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
139,388
shares
|
$7.24 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
137,660
shares
|
$7.15 Million
0.59% of portfolio
|
Q4 2023
Reduced 9.99%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
137,123
shares
|
$7.12 Million
0.64% of portfolio
|
Q3 2022
Added 60.1%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Feb 14, 2025 Q4 2024 |
136,590
shares
|
$7.1 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.39%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Feb 10, 2025 Q4 2024 |
136,078
shares
|
$7.07 Million
2.01% of portfolio
|
Q4 2024
Added 79.48%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Feb 03, 2025 Q4 2024 |
136,017
shares
|
$7.07 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Hilton Capital Management, LLC
|
Feb 10, 2025 Q4 2024 |
133,770
shares
|
$6.95 Million
0.63% of portfolio
|
Q4 2024
Reduced 22.82%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
133,608
shares
|
$6.94 Million
2.63% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
132,836
shares
|
$6.9 Million
0.16% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Feb 13, 2025 Q4 2024 |
132,617
shares
|
$6.89 Million
0.51% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
131,570
shares
|
$6.84 Million
0.39% of portfolio
|
Q4 2024
Added 10.51%
|