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 |
|---|---|---|---|---|---|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
3,814
shares
|
$198,900
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
3,803
shares
|
$198,326
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Alaska Permanent Capital Management
|
Nov 04, 2024 Q3 2024 |
3,750
shares
|
$195,562
0.02% of portfolio
|
Q2 2021
New holding
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
3,728
shares
|
$194,415
0.07% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
3,627
shares
|
$189,148
0.06% of portfolio
|
Q2 2024
Added 144.57%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
3,483
shares
|
$181,638
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,397
shares
|
$177,153
0.02% of portfolio
|
Q3 2024
Added 57.93%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
3,360
shares
|
$175,224
0.01% of portfolio
|
Q3 2024
Added 1986.96%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
3,348
shares
|
$174,598
0.05% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Optimum Investment Advisors
|
Oct 16, 2024 Q3 2024 |
3,280
shares
|
$171,052
0.08% of portfolio
|
Q4 2023
Reduced 82.11%
|
|
|
Coombe, Bender & CO LLC
|
Aug 12, 2024 Q2 2024 |
3,259
shares
|
$169,956
0.1% of portfolio
|
Q1 2024
Reduced 15.0%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,248
shares
|
$169,383
0.01% of portfolio
|
Q1 2024
Reduced 25.3%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
3,061
shares
|
$159,631
0.05% of portfolio
|
Q2 2022
Reduced 8.53%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,023
shares
|
$157,649
0.02% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
3,000
shares
|
$156,450
0.04% of portfolio
|
Q3 2024
Reduced 50.82%
|
|
|
Zions Bancorporation, N.A.
|
Nov 06, 2024 Q3 2024 |
3,000
shares
|
$156,450
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
2,939
shares
|
$153,268
0.06% of portfolio
|
Q1 2023
Reduced 64.69%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Nov 14, 2024 Q3 2024 |
2,683
shares
|
$139,918
0.05% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
2,495
shares
|
$130,114
0.03% of portfolio
|
Q3 2022
New holding
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Nov 13, 2024 Q3 2024 |
2,461
shares
|
$128,341
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
2,364
shares
|
$123,282
0.01% of portfolio
|
Q1 2024
Reduced 49.03%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,350
shares
|
$122,552
0.03% of portfolio
|
Q2 2022
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
2,257
shares
|
$117,702
0.02% of portfolio
|
Q3 2024
Added 66.81%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
2,197
shares
|
$114,573
0.01% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
2,193
shares
|
$114,364
0.02% of portfolio
|
Q3 2024
New holding
|