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 1,007 institutions that hold shares in the stock, with a total of 327 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 |
|---|---|---|---|---|---|
|
Mittelman Wealth Management
Andover, MA |
Nov 15, 2024 Q3 2024 |
48,644
shares
|
$2.52 Million
1.46% of portfolio
|
Q3 2024
Added 133.3%
|
|
|
Israel Englander
Millennium Management LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
48,639
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 293.77%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
48,561
shares
|
$2.52 Million
0.2% of portfolio
|
Q3 2024
Reduced 5.81%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
48,364
shares
|
$2.51 Million
0.15% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
48,237
shares
|
$2.5 Million
0.06% of portfolio
|
Q1 2024
Added 178.83%
|
|
|
Allianz Investment Management U.S. LLC
Minneapolis, MN |
Nov 12, 2024 Q3 2024 |
48,144
shares
|
$2.49 Million
0.19% of portfolio
|
Q3 2024
Reduced 17.2%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
47,874
shares
|
$2.48 Million
0.46% of portfolio
|
Q2 2024
Reduced 29.47%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
47,795
shares
|
$2.48 Million
0.31% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
47,599
shares
|
$2.47 Million
0.49% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Bigelow Investment Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
47,571
shares
|
$2.47 Million
1.16% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
46,862
shares
|
$2.43 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
United Community Bank
Greenville, SC |
Feb 07, 2025 Q4 2024 |
46,003
shares
|
$2.38 Million
0.93% of portfolio
|
Q4 2024
Added 10.14%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
45,921
shares
|
$2.38 Million
1.98% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
45,762
shares
|
$2.37 Million
0.16% of portfolio
|
Q2 2022
Added 10.29%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
45,614
shares
|
$2.36 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,459
shares
|
$2.36 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.21%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
45,082
shares
|
$2.34 Million
0.11% of portfolio
|
Q4 2024
Reduced 2.87%
|
|
|
Cabot Wealth Management Inc
|
Feb 03, 2025 Q4 2024 |
44,992
shares
|
$2.33 Million
0.3% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
44,670
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
44,599
shares
|
$2.31 Million
0.91% of portfolio
|
Q4 2024
Added 98.28%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
44,279
shares
|
$2.29 Million
0.09% of portfolio
|
Q3 2024
Added 979.71%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
44,241
shares
|
$2.29 Million
0.81% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Burke & Herbert Bank & Trust CO
|
Jan 31, 2025 Q4 2024 |
44,163
shares
|
$2.29 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Unified Investment Management
Atlanta, GA |
Feb 06, 2025 Q4 2024 |
43,862
shares
|
$2.27 Million
2.58% of portfolio
|
Q4 2024
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
43,311
shares
|
$2.24 Million
0.09% of portfolio
|
Q4 2024
Added 9.47%
|