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 |
|---|---|---|---|---|---|
|
Rain Capital Management, LLC
Lake Oswego, OR |
Aug 14, 2024 Q2 2024 |
82,331
shares
|
$4.28 Million
2.96% of portfolio
|
Q2 2024
Reduced 5.6%
|
|
|
Gsb Wealth Management, LLC
|
Jan 21, 2025 Q4 2024 |
81,588
shares
|
$4.24 Million
1.11% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jan 14, 2025 Q4 2024 |
81,168
shares
|
$4.22 Million
0.36% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
79,720
shares
|
$4.14 Million
0.23% of portfolio
|
Q4 2024
Added 12.15%
|
|
|
Source Financial Advisors LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
79,201
shares
|
$4.12 Million
1.24% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Boltwood Capital Management
|
Jan 06, 2025 Q4 2024 |
78,546
shares
|
$4.08 Million
1.24% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
78,397
shares
|
$4.07 Million
0.01% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
78,259
shares
|
$4.07 Million
0.31% of portfolio
|
Q4 2024
Added 2.74%
|
|
|
Investment Partners, Ltd.
|
Feb 06, 2025 Q4 2024 |
78,228
shares
|
$4.06 Million
1.68% of portfolio
|
Q4 2024
Added 13.17%
|
|
|
Yhb Investment Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
77,713
shares
|
$4.04 Million
0.34% of portfolio
|
Q4 2024
Added 89.21%
|
|
|
Gradient Capital Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
77,652
shares
|
$4.03 Million
1.32% of portfolio
|
Q4 2024
Added 20.66%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
76,676
shares
|
$3.98 Million
0.07% of portfolio
|
Q1 2024
Reduced 0.03%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
76,531
shares
|
$3.98 Million
0.02% of portfolio
|
Q4 2024
Reduced 18.34%
|
|
|
Welch & Forbes LLC
|
Feb 06, 2025 Q4 2024 |
76,164
shares
|
$3.96 Million
0.05% of portfolio
|
Q4 2024
Reduced 3.69%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jan 30, 2025 Q4 2024 |
75,591
shares
|
$3.93 Million
0.3% of portfolio
|
Q4 2024
Added 4.46%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
75,521
shares
|
$3.92 Million
0.18% of portfolio
|
Q4 2024
Reduced 6.99%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
74,548
shares
|
$3.87 Million
0.02% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
74,090
shares
|
$3.85 Million
0.15% of portfolio
|
Q4 2024
Added 3.68%
|
|
|
Amara Financial, Llc.
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
73,908
shares
|
$3.84 Million
3.53% of portfolio
|
Q4 2024
Reduced 6.78%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Jan 13, 2025 Q4 2024 |
73,697
shares
|
$3.83 Million
1.77% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Burns J W & CO Inc
|
Jan 13, 2025 Q4 2024 |
72,582
shares
|
$3.77 Million
0.48% of portfolio
|
Q4 2024
Added 38.6%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
72,217
shares
|
$3.75 Million
0.15% of portfolio
|
Q4 2024
Added 7.26%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jan 28, 2025 Q4 2024 |
72,214
shares
|
$3.75 Million
0.47% of portfolio
|
Q4 2024
Added 5.93%
|
|
|
Capital City Trust CO
|
Feb 03, 2025 Q4 2024 |
72,002
shares
|
$3.74 Million
1.0% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
|
Curbstone Financial Management Corp
|
Jan 22, 2025 Q4 2024 |
71,690
shares
|
$3.73 Million
0.8% of portfolio
|
Q4 2024
Reduced 0.55%
|