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 1,035 institutions that hold shares in the stock, with a total of 325 Million shares, which have been reported (via 13F filing form) to have a value of $16.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Feb 14, 2025 Q4 2024 |
10,976
shares
|
$570,312
0.05% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Financial Counselors Inc
|
Feb 11, 2025 Q4 2024 |
10,902
shares
|
$566,467
0.01% of portfolio
|
Q4 2024
Reduced 17.46%
|
|
|
Waters Parkerson & Co., LLC
|
Feb 14, 2025 Q4 2024 |
10,895
shares
|
$566,104
0.03% of portfolio
|
Q4 2024
Added 43.92%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
10,866
shares
|
$564,597
0.16% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
10,656
shares
|
$553,685
0.31% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
10,646
shares
|
$553,166
0.0% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,532
shares
|
$547,242
0.02% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
10,452
shares
|
$543,085
0.08% of portfolio
|
Q4 2024
Added 165.41%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
10,419
shares
|
$541,371
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Feb 13, 2025 Q4 2024 |
10,408
shares
|
$540,799
0.08% of portfolio
|
Q4 2024
Reduced 8.78%
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
10,319
shares
|
$536,175
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
10,262
shares
|
$533,213
0.02% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
10,152
shares
|
$527,497
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,131
shares
|
$526,406
0.12% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
10,114
shares
|
$525,523
0.02% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
10,095
shares
|
$524,536
0.08% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
10,000
shares
|
$519,600
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
10,000
shares
|
$519,600
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
9,939
shares
|
$516,430
8.39% of portfolio
|
Q1 2023
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
9,930
shares
|
$515,962
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,916
shares
|
$515,235
0.02% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Feb 13, 2025 Q4 2024 |
9,654
shares
|
$501,621
0.25% of portfolio
|
Q4 2024
Added 96.5%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
9,585
shares
|
$498,036
0.05% of portfolio
|
Q4 2024
Reduced 72.55%
|
|
|
Allie Family Office LLC
|
Feb 12, 2025 Q4 2024 |
9,572
shares
|
$497,361
0.27% of portfolio
|
Q4 2024
Added 89.92%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
9,568
shares
|
$497,153
0.29% of portfolio
|
Q2 2022
Added 7.75%
|