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 |
|---|---|---|---|---|---|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Nov 14, 2024 Q3 2024 |
23,856
shares
|
$1.24 Million
0.14% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
23,804
shares
|
$1.23 Million
0.04% of portfolio
|
Q4 2024
Reduced 3.63%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
23,660
shares
|
$1.23 Million
0.21% of portfolio
|
Q4 2024
Reduced 14.04%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
23,516
shares
|
$1.22 Million
0.72% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
23,326
shares
|
$1.21 Million
0.12% of portfolio
|
Q4 2024
Added 29.76%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
23,138
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
22,980
shares
|
$1.19 Million
0.22% of portfolio
|
Q3 2024
Added 12.01%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
22,686
shares
|
$1.18 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
22,373
shares
|
$1.16 Million
0.06% of portfolio
|
Q3 2024
Reduced 11.13%
|
|
|
Adviser Investments LLC
|
Nov 08, 2024 Q3 2024 |
22,340
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
22,333
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Added 49.49%
|
|
|
Jmac Enterprises LLC
|
Jan 29, 2025 Q4 2024 |
22,252
shares
|
$1.15 Million
0.19% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Exchange Bank
Santa Rosa, CA |
Jan 16, 2025 Q4 2024 |
22,163
shares
|
$1.15 Million
0.92% of portfolio
|
Q2 2024
Added 0.21%
|
|
|
Winebrenner Capital Management LLC
Louisville, KY |
Feb 03, 2025 Q4 2024 |
22,136
shares
|
$1.15 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Feb 10, 2025 Q4 2024 |
22,079
shares
|
$1.14 Million
0.9% of portfolio
|
Q4 2024
New holding
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
22,065
shares
|
$1.14 Million
0.06% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
21,581
shares
|
$1.12 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.5%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
21,550
shares
|
$1.12 Million
1.14% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
21,515
shares
|
$1.11 Million
0.04% of portfolio
|
Q4 2024
Reduced 19.49%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
21,467
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Added 30.32%
|
|
|
Northeast Financial Group, Inc.
Tannersville, PA |
Jan 23, 2025 Q4 2024 |
21,422
shares
|
$1.11 Million
0.41% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
21,349
shares
|
$1.11 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.79%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
21,184
shares
|
$1.1 Million
0.0% of portfolio
|
Q2 2022
Reduced 98.86%
|
|
|
Equita Financial Network, Inc.
Fort Washington, PA |
Jan 23, 2025 Q4 2024 |
20,883
shares
|
$1.08 Million
0.39% of portfolio
|
Q4 2024
Added 5.81%
|
|
|
West Chester Capital Advisors, Inc
|
Nov 09, 2023 Q3 2023 |
20,749
shares
|
$1.08 Million
1.98% of portfolio
|
Q3 2023
Added 106.87%
|