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 |
|---|---|---|---|---|---|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
124,450
shares
|
$6.47 Million
5.68% of portfolio
|
Q4 2023
Reduced 4.35%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
121,562
shares
|
$6.32 Million
0.03% of portfolio
|
Q3 2022
Added 2.85%
|
|
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
Aug 09, 2022 Q2 2022 |
121,286
shares
|
$6.31 Million
3.91% of portfolio
|
Q2 2022
Added 302.26%
|
|
|
Bg Investment Services, Inc.
|
Feb 09, 2023 Q4 2022 |
118,984
shares
|
$6.19 Million
6.46% of portfolio
|
Q4 2022
Added 1.8%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
118,941
shares
|
$6.19 Million
0.04% of portfolio
|
Q4 2024
Reduced 12.51%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
117,722
shares
|
$6.12 Million
0.05% of portfolio
|
Q4 2024
Added 161.15%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
117,428
shares
|
$6.11 Million
0.04% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
115,009
shares
|
$5.98 Million
0.44% of portfolio
|
Q4 2024
Added 5.79%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
115,000
shares
|
$5.98 Million
0.02% of portfolio
|
Q4 2024
Added 19.79%
|
|
|
Capital Investment Counsel, LLC
Denver, CO |
Jan 22, 2025 Q4 2024 |
112,998
shares
|
$5.88 Million
0.98% of portfolio
|
Q4 2024
Reduced 10.36%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
112,797
shares
|
$5.87 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Courier Capital LLC
|
Jan 13, 2025 Q4 2024 |
111,049
shares
|
$5.78 Million
0.4% of portfolio
|
Q4 2024
Reduced 27.35%
|
|
|
Main Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
111,002
shares
|
$5.77 Million
0.48% of portfolio
|
Q1 2024
Added 6.29%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
109,552
shares
|
$5.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Catalyst Capital Advisors LLC
Huntington, NY |
Jan 31, 2025 Q4 2024 |
106,764
shares
|
$5.55 Million
0.12% of portfolio
|
Q4 2024
Reduced 12.32%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
106,398
shares
|
$5.53 Million
0.17% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
106,318
shares
|
$5.53 Million
0.39% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
105,698
shares
|
$5.5 Million
0.65% of portfolio
|
Q4 2024
Reduced 0.25%
|
|
|
Shore Point Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
103,814
shares
|
$5.4 Million
3.0% of portfolio
|
Q4 2024
Added 3.29%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
103,249
shares
|
$5.37 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Beacon Financial Group
|
Jan 29, 2025 Q4 2024 |
101,456
shares
|
$5.28 Million
0.59% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Endurance Services LTD
Purchase, NY |
Nov 14, 2024 Q3 2024 |
100,582
shares
|
$5.23 Million
0.89% of portfolio
|
Q4 2023
New holding
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
98,391
shares
|
$5.12 Million
1.11% of portfolio
|
Q3 2024
Reduced 79.45%
|
|
|
Aspen Investment Management Inc
Grand Rapids, MI |
Feb 03, 2025 Q4 2024 |
98,143
shares
|
$5.11 Million
2.36% of portfolio
|
Q4 2024
Added 14.11%
|
|
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
Nov 12, 2024 Q3 2024 |
93,902
shares
|
$4.88 Million
0.72% of portfolio
|
Q3 2024
Added 1.8%
|