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 |
|---|---|---|---|---|---|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
47,795
shares
|
$2.48 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
47,563
shares
|
$2.46 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
46,862
shares
|
$2.43 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
46,648
shares
|
$2.42 Million
0.5% of portfolio
|
Q3 2024
Added 8.76%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
46,413
shares
|
$2.41 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
45,762
shares
|
$2.37 Million
0.16% of portfolio
|
Q2 2022
Added 10.29%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
45,614
shares
|
$2.36 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,459
shares
|
$2.36 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.21%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
45,079
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
45,002
shares
|
$2.33 Million
1.96% of portfolio
|
Q3 2024
Added 0.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
44,670
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
44,279
shares
|
$2.29 Million
0.09% of portfolio
|
Q3 2024
Added 979.71%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
44,241
shares
|
$2.29 Million
0.81% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
44,183
shares
|
$2.29 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
44,125
shares
|
$2.29 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
E&G Advisors, LP
|
Oct 18, 2024 Q3 2024 |
42,895
shares
|
$2.22 Million
0.63% of portfolio
|
Q3 2024
Added 25.33%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
42,851
shares
|
$2.22 Million
1.24% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
42,692
shares
|
$2.21 Million
0.15% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
First International Bank & Trust
Watford City, ND |
Oct 04, 2024 Q3 2024 |
42,272
shares
|
$2.19 Million
0.73% of portfolio
|
Q2 2024
Added 4.8%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
41,949
shares
|
$2.17 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
41,923
shares
|
$2.17 Million
0.07% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
41,769
shares
|
$2.16 Million
0.86% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
41,678
shares
|
$2.16 Million
0.28% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Yhb Investment Advisors, Inc.
|
Oct 22, 2024 Q3 2024 |
41,073
shares
|
$2.13 Million
0.18% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Northstar Advisory Group, LLC
|
Nov 08, 2024 Q3 2024 |
40,535
shares
|
$2.1 Million
1.11% of portfolio
|
Q3 2024
Added 3.06%
|