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 |
|---|---|---|---|---|---|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
26,376
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
26,289
shares
|
$1.37 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.39%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
26,004
shares
|
$1.35 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
24,930
shares
|
$1.3 Million
0.54% of portfolio
|
Q3 2024
New holding
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,844
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2023
Added 83.51%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Nov 05, 2024 Q3 2024 |
24,785
shares
|
$1.29 Million
0.14% of portfolio
|
Q1 2024
Added 3683.97%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
24,700
shares
|
$1.29 Million
0.04% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
24,584
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
24,582
shares
|
$1.28 Million
0.17% of portfolio
|
Q3 2024
Reduced 30.67%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
24,465
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
23,856
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Hudson Valley Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
23,586
shares
|
$1.23 Million
0.14% of portfolio
|
Q3 2024
Reduced 91.53%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Oct 29, 2024 Q3 2024 |
23,260
shares
|
$1.21 Million
0.48% of portfolio
|
Q3 2024
Reduced 6.74%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
23,138
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
23,095
shares
|
$1.2 Million
0.62% of portfolio
|
Q3 2024
Reduced 9.2%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,980
shares
|
$1.2 Million
0.22% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
22,861
shares
|
$1.19 Million
0.12% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
22,686
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
22,683
shares
|
$1.18 Million
0.12% of portfolio
|
Q1 2021
New holding
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
22,493
shares
|
$1.17 Million
0.48% of portfolio
|
Q3 2024
Added 13.17%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
22,373
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
22,340
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.11%
|
|
|
Exchange Bank
Santa Rosa, CA |
Oct 10, 2024 Q3 2024 |
22,163
shares
|
$1.15 Million
0.95% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Jmac Enterprises LLC
|
Oct 31, 2024 Q3 2024 |
21,806
shares
|
$1.14 Million
0.19% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
21,550
shares
|
$1.12 Million
1.14% of portfolio
|
Q3 2024
Reduced 8.9%
|