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 |
|---|---|---|---|---|---|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
37,735
shares
|
$1.96 Million
0.55% of portfolio
|
Q2 2023
Added 0.43%
|
|
|
Gfg Capital, LLC
|
Jan 30, 2025 Q4 2024 |
37,297
shares
|
$1.93 Million
0.51% of portfolio
|
Q3 2024
Added 162.99%
|
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
37,270
shares
|
$1.93 Million
0.47% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
F Dx Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
37,138
shares
|
$1.92 Million
0.56% of portfolio
|
Q4 2024
Reduced 41.36%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
37,083
shares
|
$1.92 Million
0.12% of portfolio
|
Q4 2024
Reduced 44.37%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
36,700
shares
|
$1.9 Million
0.44% of portfolio
|
Q4 2024
Added 127.77%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
36,513
shares
|
$1.89 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.15%
|
|
|
Strategic Financial Services, Inc,
Utica, NY |
Nov 14, 2024 Q3 2024 |
36,512
shares
|
$1.89 Million
0.11% of portfolio
|
Q3 2024
Added 40.23%
|
|
|
Rinkey Investments
San Diego, CA |
Nov 13, 2024 Q3 2024 |
35,917
shares
|
$1.86 Million
0.62% of portfolio
|
Q3 2024
New holding
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
35,639
shares
|
$1.85 Million
0.05% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
35,314
shares
|
$1.83 Million
0.06% of portfolio
|
Q3 2024
Reduced 31.75%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
35,126
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2024
Added 9.59%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
34,736
shares
|
$1.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 17.14%
|
|
|
Hancock Whitney Corp
|
Nov 13, 2024 Q3 2024 |
34,222
shares
|
$1.77 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.22%
|
|
|
Compass Ion Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
34,097
shares
|
$1.77 Million
0.24% of portfolio
|
Q3 2024
Added 7.43%
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
33,913
shares
|
$1.76 Million
1.28% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
33,827
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2023
Added 264.55%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
33,809
shares
|
$1.75 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Le Jeune Puetz Investment Counsel LLC
|
May 03, 2023 Q1 2023 |
32,361
shares
|
$1.68 Million
0.6% of portfolio
|
Q1 2023
Reduced 2.4%
|
|
|
Roger Wittlin Investment Advisory, LLC
|
Nov 08, 2024 Q3 2024 |
31,861
shares
|
$1.65 Million
0.98% of portfolio
|
Q3 2024
Reduced 29.83%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
31,805
shares
|
$1.65 Million
0.06% of portfolio
|
Q2 2024
Added 8.46%
|
|
|
Cooksen Wealth, LLC
The Woodlands, TX |
Jan 31, 2025 Q4 2024 |
31,687
shares
|
$1.64 Million
1.51% of portfolio
|
Q4 2024
Added 0.63%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
31,669
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Added 377.09%
|
|
|
Armor Investment Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
31,595
shares
|
$1.64 Million
0.68% of portfolio
|
Q3 2024
Reduced 3.36%
|
|
|
Signature Securities Group Corporation
|
Jan 31, 2025 Q4 2024 |
31,428
shares
|
$1.63 Million
0.41% of portfolio
|
Q4 2024
Added 7.67%
|