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 |
|---|---|---|---|---|---|
|
First Washington Corp
Seattle, WA |
Nov 13, 2024 Q3 2024 |
31,420
shares
|
$1.63 Million
0.7% of portfolio
|
Q4 2021
Reduced 54.08%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
31,393
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
31,341
shares
|
$1.62 Million
0.27% of portfolio
|
Q4 2024
Reduced 10.19%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
31,339
shares
|
$1.62 Million
0.38% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Oct 24, 2024 Q3 2024 |
30,859
shares
|
$1.6 Million
0.08% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Jan 13, 2025 Q4 2024 |
30,739
shares
|
$1.59 Million
0.21% of portfolio
|
Q4 2024
Reduced 0.56%
|
|
|
Simplicity Wealth,Llc
|
Feb 07, 2025 Q4 2024 |
30,718
shares
|
$1.59 Million
0.34% of portfolio
|
Q4 2024
Added 48.81%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,713
shares
|
$1.59 Million
0.03% of portfolio
|
Q3 2024
Added 531.05%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
30,557
shares
|
$1.58 Million
0.06% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jan 24, 2025 Q4 2024 |
30,496
shares
|
$1.58 Million
0.14% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Feb 04, 2025 Q4 2024 |
30,450
shares
|
$1.58 Million
0.1% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
30,376
shares
|
$1.57 Million
0.25% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
30,365
shares
|
$1.57 Million
0.27% of portfolio
|
Q4 2024
Reduced 0.58%
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
30,259
shares
|
$1.57 Million
0.53% of portfolio
|
Q4 2024
Added 6.28%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
30,217
shares
|
$1.57 Million
0.37% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
30,107
shares
|
$1.56 Million
0.18% of portfolio
|
Q3 2023
Reduced 32.76%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
30,000
shares
|
$1.55 Million
0.44% of portfolio
|
Q1 2022
Reduced 2.41%
|
|
|
A. D. Beadell Investment Counsel, Inc.
|
Jan 10, 2025 Q4 2024 |
29,900
shares
|
$1.55 Million
1.25% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
29,614
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2022
Reduced 2.93%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
29,569
shares
|
$1.53 Million
0.03% of portfolio
|
Q4 2024
Added 38.95%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
29,560
shares
|
$1.53 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Ingalls & Snyder LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
29,506
shares
|
$1.53 Million
0.06% of portfolio
|
Q3 2024
Added 20.24%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
29,362
shares
|
$1.52 Million
0.22% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Kovack Advisors, Inc.
|
Feb 04, 2025 Q4 2024 |
28,990
shares
|
$1.5 Million
0.15% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
28,779
shares
|
$1.49 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.25%
|