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 987 institutions that hold shares in the stock, with a total of 314 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Family Investments, Inc.
Madison, WI |
Nov 15, 2024 Q3 2024 |
670,543
shares
|
$34.9 Million
2.49% of portfolio
|
Q2 2024
New holding
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
668,812
shares
|
$34.8 Million
4.46% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
664,654
shares
|
$34.6 Million
2.27% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
650,428
shares
|
$33.8 Million
2.91% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
649,770
shares
|
$33.8 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
647,353
shares
|
$33.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
643,157
shares
|
$33.4 Million
0.48% of portfolio
|
Q3 2023
Added 32.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
640,027
shares
|
$33.3 Million
2.83% of portfolio
|
Q4 2022
Reduced 2.62%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
635,004
shares
|
$33 Million
2.72% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Ritholtz Wealth Management
|
Jan 14, 2025 Q4 2024 |
632,748
shares
|
$32.9 Million
0.97% of portfolio
|
Q4 2024
Added 6.58%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
629,111
shares
|
$32.7 Million
0.47% of portfolio
|
Q4 2024
Added 7.33%
|
|
|
Dt Investment Partners, LLC
|
Jan 30, 2025 Q4 2024 |
626,317
shares
|
$32.6 Million
2.75% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
624,544
shares
|
$32.5 Million
2.99% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
596,664
shares
|
$31 Million
8.79% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
551,489
shares
|
$28.7 Million
1.85% of portfolio
|
Q4 2024
Added 33.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
541,864
shares
|
$28.2 Million
0.34% of portfolio
|
Q3 2024
Added 53.14%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
541,612
shares
|
$28.2 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
541,012
shares
|
$28.1 Million
0.07% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
528,398
shares
|
$27.5 Million
0.1% of portfolio
|
Q3 2024
Added 133.01%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
527,807
shares
|
$27.4 Million
0.04% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Atwood & Palmer Inc
|
Jan 16, 2025 Q4 2024 |
512,838
shares
|
$26.7 Million
1.85% of portfolio
|
Q4 2024
Added 3.13%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
501,104
shares
|
$26.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.55%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
493,307
shares
|
$25.7 Million
0.39% of portfolio
|
Q3 2024
Added 1159.98%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
475,821
shares
|
$24.7 Million
2.03% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
470,148
shares
|
$24.4 Million
0.86% of portfolio
|
Q4 2024
Added 8.09%
|