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 1,050 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,008
shares
|
$52,678
0.0% of portfolio
|
Q2 2022
Reduced 54.51%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
996
shares
|
$52,050
0.01% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
971
shares
|
$50,744
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
965
shares
|
$50,430
0.0% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
956
shares
|
$49,960
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
948
shares
|
$49,542
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
864
shares
|
$45,152
0.01% of portfolio
|
Q3 2018
Added 100.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
848
shares
|
$44,316
0.02% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
831
shares
|
$43,428
0.01% of portfolio
|
Q4 2024
Added 88.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
827
shares
|
$43,219
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
821
shares
|
$42,905
0.0% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
809
shares
|
$42,278
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
800
shares
|
$41,808
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
783
shares
|
$40,919
0.03% of portfolio
|
Q2 2024
Reduced 11.02%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
751
shares
|
$39,247
0.0% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
712
shares
|
$37,209
0.01% of portfolio
|
Q1 2024
Added 41.83%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
696
shares
|
$36,372
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
657
shares
|
$34,334
0.0% of portfolio
|
Q4 2024
Reduced 28.9%
|
|
|
Syntax Research, Inc.
Boca Raton, FL |
Feb 11, 2025 Q4 2024 |
655
shares
|
$34,230
0.02% of portfolio
|
Q2 2024
Reduced 81.72%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Feb 07, 2025 Q4 2024 |
633
shares
|
$33,080
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
631
shares
|
$32,976
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
Feb 14, 2025 Q4 2024 |
604
shares
|
$31,565
0.01% of portfolio
|
Q2 2024
Added 24.28%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
580
shares
|
$30,310
0.0% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Transce3nd, LLC
Kyle, TX |
Feb 13, 2025 Q4 2024 |
567
shares
|
$29,631
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
562
shares
|
$29,370
0.01% of portfolio
|
Q4 2024
Added 1.44%
|