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 |
|---|---|---|---|---|---|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
10,417
shares
|
$543,246
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,262
shares
|
$535,163
0.02% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,175
shares
|
$530,626
0.01% of portfolio
|
Q3 2024
Added 51.93%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,131
shares
|
$528,331
0.12% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Oct 15, 2024 Q3 2024 |
10,000
shares
|
$521,500
0.38% of portfolio
|
Q1 2024
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
9,939
shares
|
$518,318
8.39% of portfolio
|
Q1 2023
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
9,916
shares
|
$517,119
0.02% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Oct 16, 2024 Q3 2024 |
9,878
shares
|
$515,137
0.02% of portfolio
|
Q3 2024
Reduced 24.09%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
9,847
shares
|
$513,521
0.02% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
9,628
shares
|
$502,100
0.12% of portfolio
|
Q1 2024
Reduced 12.13%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
9,568
shares
|
$498,971
0.29% of portfolio
|
Q2 2022
Added 7.75%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
9,556
shares
|
$498,345
0.19% of portfolio
|
Q3 2024
Reduced 2.6%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
9,516
shares
|
$496,259
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
9,465
shares
|
$493,599
0.08% of portfolio
|
Q2 2024
Reduced 4.05%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
9,420
shares
|
$491,253
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
9,417
shares
|
$491,096
0.01% of portfolio
|
Q3 2024
Added 109.92%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,334
shares
|
$486,768
0.03% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,330
shares
|
$486,559
0.23% of portfolio
|
Q3 2023
Reduced 3.05%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
9,328
shares
|
$486,455
0.03% of portfolio
|
Q3 2024
Reduced 12.65%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
9,292
shares
|
$484,577
0.19% of portfolio
|
Q3 2024
Added 7.78%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
9,224
shares
|
$481,031
0.03% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Disciplined Investments, LLC
Tulsa, OK |
Nov 04, 2024 Q3 2024 |
9,223
shares
|
$480,979
0.25% of portfolio
|
Q2 2024
Reduced 9.34%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
9,201
shares
|
$479,832
0.51% of portfolio
|
Q3 2024
Reduced 5.78%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
9,200
shares
|
$479,780
0.19% of portfolio
|
Q2 2024
Reduced 12.55%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
9,164
shares
|
$477,902
0.03% of portfolio
|
Q3 2024
Added 58.03%
|