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 $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vectors Research Management, LLC
New York, NY |
Nov 06, 2024 Q3 2024 |
91,648
shares
|
$4.75 Million
1.46% of portfolio
|
Q3 2024
Reduced 46.09%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
91,214
shares
|
$4.73 Million
0.15% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
91,203
shares
|
$4.73 Million
0.99% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
87,122
shares
|
$4.51 Million
0.49% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
87,069
shares
|
$4.51 Million
0.06% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Bull Street Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
86,030
shares
|
$4.46 Million
2.1% of portfolio
|
Q3 2024
Reduced 1.6%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Nov 08, 2024 Q3 2024 |
86,006
shares
|
$4.46 Million
2.11% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
85,299
shares
|
$4.42 Million
0.51% of portfolio
|
Q2 2022
Reduced 12.82%
|
|
|
Martin Capital Partners, LLC
|
Oct 15, 2024 Q3 2024 |
83,345
shares
|
$4.32 Million
2.17% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Graybill Bartz & Assoc LTD
|
Oct 21, 2024 Q3 2024 |
82,566
shares
|
$4.28 Million
1.75% of portfolio
|
Q3 2024
Added 3.32%
|
|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
82,331
shares
|
$4.27 Million
2.96% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
81,196
shares
|
$4.21 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.62%
|
|
|
Gsb Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
79,495
shares
|
$4.12 Million
1.08% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Nov 07, 2024 Q3 2024 |
79,283
shares
|
$4.11 Million
4.0% of portfolio
|
Q3 2024
New holding
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
79,201
shares
|
$4.1 Million
1.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Welch & Forbes LLC
|
Nov 04, 2024 Q3 2024 |
79,085
shares
|
$4.1 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.16%
|
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
77,871
shares
|
$4.04 Million
1.22% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
77,649
shares
|
$4.02 Million
0.0% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
76,676
shares
|
$3.97 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 17, 2024 Q3 2024 |
76,345
shares
|
$3.96 Million
0.35% of portfolio
|
Q3 2024
Added 15.24%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
76,173
shares
|
$3.95 Million
0.38% of portfolio
|
Q3 2024
Added 35.43%
|
|
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
Jul 31, 2024 Q2 2024 |
75,817
shares
|
$3.93 Million
1.9% of portfolio
|
Q2 2024
Added 8.55%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
74,951
shares
|
$3.88 Million
0.05% of portfolio
|
Q3 2024
Reduced 13.72%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Oct 09, 2024 Q3 2024 |
74,545
shares
|
$3.86 Million
2.02% of portfolio
|
Q3 2024
Reduced 6.62%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
74,446
shares
|
$3.86 Million
0.15% of portfolio
|
Q3 2024
Reduced 12.76%
|