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 |
|---|---|---|---|---|---|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
1,400
shares
|
$72,870
0.03% of portfolio
|
Q3 2023
Added 1900.0%
|
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Oct 25, 2024 Q3 2024 |
1,345
shares
|
$70,007
0.03% of portfolio
|
Q1 2024
Reduced 25.24%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
1,254
shares
|
$65,270
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
1,245
shares
|
$64,802
0.01% of portfolio
|
Q2 2024
Reduced 38.67%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
1,240
shares
|
$64,542
0.01% of portfolio
|
Q1 2024
Reduced 19.79%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
1,239
shares
|
$64,489
0.0% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Baldwin Brothers LLC
|
Oct 15, 2024 Q3 2024 |
1,200
shares
|
$62,460
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
1,146
shares
|
$59,649
0.0% of portfolio
|
Q2 2024
Reduced 17.73%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,130
shares
|
$58,816
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Capital Management
|
Oct 07, 2024 Q3 2024 |
1,040
shares
|
$54,132
0.03% of portfolio
|
Q4 2023
Reduced 51.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,008
shares
|
$52,466
0.0% of portfolio
|
Q2 2022
Reduced 54.51%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
970
shares
|
$50,488
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
960
shares
|
$49,968
0.0% of portfolio
|
Q4 2022
Reduced 48.94%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
956
shares
|
$49,759
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
952
shares
|
$49,551
0.01% of portfolio
|
Q3 2023
Reduced 11.19%
|
|
|
Tidemark, LLC
San Diego, CA |
Nov 07, 2024 Q3 2024 |
948
shares
|
$49,343
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
924
shares
|
$48,094
0.01% of portfolio
|
Q3 2024
Reduced 93.6%
|
|
|
Independence Bank Of Kentucky
|
Oct 09, 2024 Q3 2024 |
864
shares
|
$44,971
0.01% of portfolio
|
Q3 2018
Added 100.0%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
821
shares
|
$42,733
0.0% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Nov 04, 2024 Q3 2024 |
809
shares
|
$42,108
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 24, 2024 Q3 2024 |
800
shares
|
$41,640
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Oct 21, 2024 Q3 2024 |
783
shares
|
$40,755
0.03% of portfolio
|
Q2 2024
Reduced 11.02%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
758
shares
|
$39,453
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hallmark Capital Management Inc
|
Nov 06, 2024 Q3 2024 |
751
shares
|
$39,089
0.0% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Nov 13, 2024 Q3 2024 |
712
shares
|
$37,059
0.01% of portfolio
|
Q1 2024
Added 41.83%
|