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 1,015 institutions that hold shares in the stock, with a total of 326 Million shares, which have been reported (via 13F filing form) to have a value of $16.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
18,790
shares
|
$973,697
0.06% of portfolio
|
Q3 2024
Reduced 30.82%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
18,735
shares
|
$970,847
0.04% of portfolio
|
Q3 2022
Reduced 26.73%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jan 23, 2025 Q4 2024 |
18,631
shares
|
$965,458
0.74% of portfolio
|
Q4 2024
Added 0.85%
|
|
|
Wambolt & Associates, LLC
|
Nov 08, 2024 Q3 2024 |
18,608
shares
|
$964,266
0.27% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Feb 03, 2025 Q4 2024 |
18,451
shares
|
$956,130
0.37% of portfolio
|
Q4 2024
Reduced 20.67%
|
|
|
Quadrature Capital LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
18,095
shares
|
$937,682
0.02% of portfolio
|
Q3 2024
Reduced 91.44%
|
|
|
Cwa Asset Management Group, LLC
|
Jan 06, 2025 Q4 2024 |
18,069
shares
|
$936,335
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
17,958
shares
|
$930,583
0.02% of portfolio
|
Q3 2024
Reduced 51.32%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
17,830
shares
|
$923,950
0.18% of portfolio
|
Q2 2024
Added 121.08%
|
|
|
Simpli Fi, Inc.
|
Jan 23, 2025 Q4 2024 |
17,819
shares
|
$923,380
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Julius Baer & Co. Ltd, Zurich
|
Feb 07, 2025 Q4 2024 |
17,217
shares
|
$892,184
0.0% of portfolio
|
Q4 2024
Reduced 7.23%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
17,135
shares
|
$887,935
0.29% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
17,134
shares
|
$887,883
0.02% of portfolio
|
Q4 2023
Added 15.84%
|
|
|
Stonekeep Investments, LLC
Sante Fe, NM |
Jan 15, 2025 Q4 2024 |
16,853
shares
|
$873,322
0.65% of portfolio
|
Q2 2024
New holding
|
|
|
American Institute For Advanced Investment Management, LLP
|
Jan 23, 2025 Q4 2024 |
16,798
shares
|
$870,472
0.65% of portfolio
|
Q4 2024
Reduced 1.53%
|
|
|
Union Savings Bank
Litchfield, CT |
Jan 16, 2025 Q4 2024 |
16,792
shares
|
$870,161
0.43% of portfolio
|
Q4 2024
Added 94.69%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
16,750
shares
|
$867,985
0.06% of portfolio
|
Q3 2024
Reduced 5.28%
|
|
|
Sky Oak Wealth, LLC
|
Jan 24, 2025 Q4 2024 |
16,707
shares
|
$865,756
0.19% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
16,642
shares
|
$862,388
0.09% of portfolio
|
Q2 2023
Reduced 79.51%
|
|
|
La Fleur & Godfrey LLC
|
Feb 06, 2025 Q4 2024 |
16,609
shares
|
$860,678
0.12% of portfolio
|
Q4 2024
Added 25.87%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
16,411
shares
|
$850,418
0.0% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
16,100
shares
|
$834,302
0.07% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
15,950
shares
|
$826,529
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
15,844
shares
|
$821,036
0.17% of portfolio
|
Q3 2024
Added 11.47%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
15,722
shares
|
$814,714
0.01% of portfolio
|
Q3 2024
Added 112.83%
|