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 989 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 $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
146,274
shares
|
$7.61 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.11%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
146,091
shares
|
$7.6 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
143,266
shares
|
$7.45 Million
1.23% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
142,547
shares
|
$7.42 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
141,390
shares
|
$7.36 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
141,079
shares
|
$7.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
140,471
shares
|
$7.31 Million
0.37% of portfolio
|
Q4 2024
Added 18.08%
|
|
|
Ma Private Wealth
|
Jan 24, 2025 Q4 2024 |
140,405
shares
|
$7.3 Million
1.36% of portfolio
|
Q4 2024
Added 9.37%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
139,687
shares
|
$7.27 Million
0.94% of portfolio
|
Q3 2022
Reduced 12.33%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
137,660
shares
|
$7.16 Million
0.59% of portfolio
|
Q4 2023
Reduced 9.99%
|
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
137,123
shares
|
$7.13 Million
0.64% of portfolio
|
Q3 2022
Added 60.1%
|
|
|
Eubel Brady & Suttman Asset Management Inc
Dayton, OH |
Feb 03, 2025 Q4 2024 |
136,017
shares
|
$7.08 Million
0.93% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Sage Advisory Services, Ltd.Co.
|
Nov 04, 2024 Q3 2024 |
135,867
shares
|
$7.07 Million
1.91% of portfolio
|
Q2 2024
Reduced 10.98%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
133,852
shares
|
$6.96 Million
0.09% of portfolio
|
Q3 2024
Reduced 74.61%
|
|
|
Financial Life Advisors
|
Jan 28, 2025 Q4 2024 |
133,608
shares
|
$6.95 Million
2.63% of portfolio
|
Q4 2024
Added 4.72%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
132,836
shares
|
$6.91 Million
0.16% of portfolio
|
Q4 2024
Added 13.55%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
131,570
shares
|
$6.84 Million
0.39% of portfolio
|
Q4 2024
Added 10.51%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Jan 28, 2025 Q4 2024 |
130,262
shares
|
$6.78 Million
3.06% of portfolio
|
Q4 2024
New holding
|
|
|
Trustmark National Bank Trust Department
Jackson, MS |
Nov 08, 2024 Q3 2024 |
129,984
shares
|
$6.76 Million
0.52% of portfolio
|
Q2 2024
Added 0.39%
|
|
|
Capital Investment Services Of America, Inc.
|
Jan 27, 2025 Q4 2024 |
129,932
shares
|
$6.76 Million
0.68% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
129,425
shares
|
$6.73 Million
0.0% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Nov 14, 2024 Q3 2024 |
129,385
shares
|
$6.73 Million
1.04% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Roundview Capital LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
128,846
shares
|
$6.7 Million
0.5% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
126,763
shares
|
$6.59 Million
1.43% of portfolio
|
Q3 2022
Added 5.93%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
126,267
shares
|
$6.57 Million
0.08% of portfolio
|
Q3 2024
Added 0.37%
|