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 976 institutions that hold shares in the stock, with a total of 316 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 |
|---|---|---|---|---|---|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
30,376
shares
|
$1.58 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
30,221
shares
|
$1.57 Million
0.1% of portfolio
|
Q3 2024
Added 13.66%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
30,107
shares
|
$1.57 Million
0.18% of portfolio
|
Q3 2023
Reduced 32.76%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30,000
shares
|
$1.56 Million
0.44% of portfolio
|
Q1 2022
Reduced 2.41%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Oct 09, 2024 Q3 2024 |
29,650
shares
|
$1.54 Million
1.25% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
29,614
shares
|
$1.54 Million
0.03% of portfolio
|
Q4 2022
Reduced 2.93%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
29,564
shares
|
$1.54 Million
0.19% of portfolio
|
Q3 2024
Reduced 31.33%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,506
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
29,362
shares
|
$1.53 Million
0.22% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Signature Securities Group Corporation
|
Nov 12, 2024 Q3 2024 |
29,190
shares
|
$1.52 Million
0.4% of portfolio
|
Q3 2024
Reduced 1.42%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
28,779
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.25%
|
|
|
Weaver Consulting Group
|
Nov 14, 2024 Q3 2024 |
28,472
shares
|
$1.48 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
28,177
shares
|
$1.47 Million
1.24% of portfolio
|
Q2 2024
Added 8.69%
|
|
|
Kovack Advisors, Inc.
|
Nov 05, 2024 Q3 2024 |
28,150
shares
|
$1.47 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.55%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
27,888
shares
|
$1.45 Million
0.09% of portfolio
|
Q3 2024
Added 3.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
27,766
shares
|
$1.45 Million
0.04% of portfolio
|
Q1 2024
Added 93.55%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
27,542
shares
|
$1.43 Million
0.79% of portfolio
|
Q3 2024
Reduced 65.43%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
27,534
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
27,525
shares
|
$1.43 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
27,277
shares
|
$1.42 Million
0.03% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,253
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Reduced 91.51%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
27,065
shares
|
$1.41 Million
0.56% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
26,722
shares
|
$1.39 Million
0.05% of portfolio
|
Q3 2024
Added 201.09%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Oct 23, 2024 Q3 2024 |
26,720
shares
|
$1.39 Million
0.02% of portfolio
|
Q1 2023
Reduced 0.01%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Nov 04, 2024 Q3 2024 |
26,439
shares
|
$1.38 Million
0.49% of portfolio
|
Q3 2024
Reduced 0.02%
|