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 |
|---|---|---|---|---|---|
|
Cibc Asset Management Inc
Toronto, A6 |
Nov 06, 2024 Q3 2024 |
19,082
shares
|
$993,218
0.0% of portfolio
|
Q1 2024
Reduced 15.02%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
18,978
shares
|
$987,804
0.01% of portfolio
|
Q3 2024
Added 14.33%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
18,808
shares
|
$978,956
0.08% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
18,790
shares
|
$978,019
0.06% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,735
shares
|
$975,156
0.04% of portfolio
|
Q3 2022
Reduced 26.73%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
18,608
shares
|
$968,546
0.27% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Nov 14, 2024 Q3 2024 |
18,558
shares
|
$965,943
0.0% of portfolio
|
Q3 2024
Reduced 6.13%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
18,474
shares
|
$961,571
0.71% of portfolio
|
Q3 2024
Reduced 5.51%
|
|
|
Acropolis Investment Management, LLC
|
Nov 14, 2024 Q3 2024 |
18,370
shares
|
$956,158
0.06% of portfolio
|
Q3 2024
Reduced 96.13%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
18,095
shares
|
$941,844
0.02% of portfolio
|
Q3 2024
Reduced 91.44%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
18,020
shares
|
$937,941
0.17% of portfolio
|
Q2 2024
Added 0.58%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Oct 24, 2024 Q3 2024 |
17,976
shares
|
$935,650
0.09% of portfolio
|
Q3 2024
Added 14.82%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,958
shares
|
$934,713
0.02% of portfolio
|
Q3 2024
Reduced 51.32%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,830
shares
|
$928,051
0.18% of portfolio
|
Q2 2024
Added 121.08%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
17,161
shares
|
$893,230
0.31% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
17,134
shares
|
$891,824
0.02% of portfolio
|
Q4 2023
Added 15.84%
|
|
|
L.M. Kohn & Company
|
Nov 14, 2024 Q3 2024 |
17,119
shares
|
$891,043
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Oct 22, 2024 Q3 2024 |
17,059
shares
|
$887,920
0.64% of portfolio
|
Q3 2024
Reduced 2.11%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Oct 10, 2024 Q3 2024 |
16,853
shares
|
$877,198
0.69% of portfolio
|
Q2 2024
New holding
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
16,750
shares
|
$871,837
0.06% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
16,691
shares
|
$868,766
0.03% of portfolio
|
Q3 2024
Reduced 25.4%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
16,642
shares
|
$866,216
0.09% of portfolio
|
Q2 2023
Reduced 79.51%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
16,473
shares
|
$857,419
0.03% of portfolio
|
Q3 2024
Added 45.93%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
16,422
shares
|
$854,765
0.07% of portfolio
|
Q3 2024
Added 1741.03%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,411
shares
|
$854,192
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|