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 |
|---|---|---|---|---|---|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
16,224
shares
|
$844,459
0.19% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Oct 01, 2024 Q2 2024 |
16,186
shares
|
$842,481
0.3% of portfolio
|
Q2 2024
New holding
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
16,113
shares
|
$838,681
0.2% of portfolio
|
Q3 2024
Reduced 31.77%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
16,113
shares
|
$838,681
0.32% of portfolio
|
Q3 2024
Reduced 3.3%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Nov 12, 2024 Q3 2024 |
16,014
shares
|
$833,528
0.08% of portfolio
|
Q3 2024
Reduced 5.88%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
15,844
shares
|
$824,680
0.17% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
15,722
shares
|
$818,330
0.01% of portfolio
|
Q3 2024
Added 112.83%
|
|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
15,536
shares
|
$808,648
0.36% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
15,433
shares
|
$803,287
0.03% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Cardinal Capital Management
|
Oct 16, 2024 Q3 2024 |
15,340
shares
|
$798,447
0.13% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Banque Pictet & Cie Sa
|
Oct 21, 2024 Q3 2024 |
15,300
shares
|
$796,365
0.01% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
15,248
shares
|
$793,658
0.22% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
15,210
shares
|
$791,680
0.02% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
15,208
shares
|
$791,576
0.07% of portfolio
|
Q3 2024
Added 4.13%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
15,128
shares
|
$787,412
0.01% of portfolio
|
Q3 2024
Added 1335.29%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
14,939
shares
|
$777,574
0.01% of portfolio
|
Q3 2024
Added 3.52%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
14,825
shares
|
$771,641
0.23% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14,726
shares
|
$766,488
0.11% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
14,541
shares
|
$756,859
0.0% of portfolio
|
Q3 2024
Reduced 12.66%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 12, 2024 Q3 2024 |
14,540
shares
|
$756,807
0.1% of portfolio
|
Q3 2024
Reduced 1.52%
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Nov 13, 2024 Q3 2024 |
14,414
shares
|
$750,248
0.34% of portfolio
|
Q3 2024
Added 4.99%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
14,290
shares
|
$743,794
0.06% of portfolio
|
Q2 2024
Reduced 7.9%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Nov 06, 2024 Q3 2024 |
14,197
shares
|
$738,953
0.26% of portfolio
|
Q3 2024
Added 4.34%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
14,149
shares
|
$736,455
0.0% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
14,145
shares
|
$736,247
0.07% of portfolio
|
Q3 2024
Added 9.57%
|