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 |
|---|---|---|---|---|---|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
28,724
shares
|
$1.49 Million
0.6% of portfolio
|
Q4 2024
Added 15.22%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
28,177
shares
|
$1.46 Million
1.24% of portfolio
|
Q2 2024
Added 8.69%
|
|
|
Fsa Investment Group, LLC
Pensacola, FL |
Jan 23, 2025 Q4 2024 |
27,921
shares
|
$1.45 Million
1.25% of portfolio
|
Q4 2024
New holding
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
27,896
shares
|
$1.45 Million
0.08% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
27,766
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2024
Added 93.55%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,253
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 91.51%
|
|
|
Sweeney & Michel, LLC
Chico, CA |
Oct 21, 2024 Q3 2024 |
27,065
shares
|
$1.4 Million
0.56% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
26,902
shares
|
$1.39 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.32%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
26,811
shares
|
$1.39 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
26,720
shares
|
$1.38 Million
0.02% of portfolio
|
Q1 2023
Reduced 0.01%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
26,551
shares
|
$1.38 Million
0.03% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
26,381
shares
|
$1.37 Million
0.03% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Nov 13, 2024 Q3 2024 |
26,376
shares
|
$1.37 Million
0.05% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Quantitative Strategies, Inc.
Calabasas, CA |
Feb 07, 2025 Q4 2024 |
25,796
shares
|
$1.34 Million
0.71% of portfolio
|
Q4 2024
Added 25.41%
|
|
|
Gilbert & Cook, Inc.
|
Jan 23, 2025 Q4 2024 |
25,739
shares
|
$1.33 Million
0.19% of portfolio
|
Q4 2024
Reduced 48.6%
|
|
|
Godsey & Gibb Associates
|
Jan 14, 2025 Q4 2024 |
25,692
shares
|
$1.33 Million
0.14% of portfolio
|
Q4 2024
Added 12.38%
|
|
|
Peregrine Asset Advisers, Inc.
Portland, OR |
Feb 03, 2025 Q4 2024 |
25,489
shares
|
$1.32 Million
0.5% of portfolio
|
Q4 2024
Reduced 3.59%
|
|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
25,473
shares
|
$1.32 Million
1.03% of portfolio
|
Q4 2024
New holding
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
25,130
shares
|
$1.3 Million
0.12% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
25,082
shares
|
$1.3 Million
0.15% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
24,844
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2023
Added 83.51%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
24,584
shares
|
$1.27 Million
0.03% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
24,582
shares
|
$1.27 Million
0.17% of portfolio
|
Q3 2024
Reduced 30.67%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
24,465
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Gen Financial Management, Inc.
Plymouth, MN |
Jan 24, 2025 Q4 2024 |
24,234
shares
|
$1.26 Million
0.81% of portfolio
|
Q4 2024
New holding
|