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 |
|---|---|---|---|---|---|
|
Forum Private Client Group LLC
|
Nov 12, 2024 Q3 2024 |
15,536
shares
|
$805,075
0.36% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Cardinal Capital Management
|
Jan 31, 2025 Q4 2024 |
15,340
shares
|
$794,918
0.13% of portfolio
|
Q2 2023
Reduced 0.49%
|
|
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
Oct 22, 2024 Q3 2024 |
15,248
shares
|
$790,151
0.22% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
15,223
shares
|
$788,855
0.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
15,204
shares
|
$787,871
0.47% of portfolio
|
Q4 2024
Reduced 93.1%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
15,194
shares
|
$787,353
0.02% of portfolio
|
Q4 2024
Added 61.35%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
15,128
shares
|
$783,932
0.01% of portfolio
|
Q3 2024
Added 1335.29%
|
|
|
First Horizon Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
15,060
shares
|
$780,409
0.02% of portfolio
|
Q4 2024
Added 14.64%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
14,919
shares
|
$773,102
0.02% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jan 29, 2025 Q4 2024 |
14,897
shares
|
$771,962
0.22% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
14,879
shares
|
$771,029
0.0% of portfolio
|
Q4 2024
Added 81.69%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
14,870
shares
|
$770,563
0.02% of portfolio
|
Q4 2024
Reduced 3.65%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Feb 07, 2025 Q4 2024 |
14,803
shares
|
$767,091
0.27% of portfolio
|
Q4 2024
Added 4.27%
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
14,740
shares
|
$763,826
0.1% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
14,726
shares
|
$763,101
0.11% of portfolio
|
Q3 2022
Reduced 0.69%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Jan 24, 2025 Q4 2024 |
14,652
shares
|
$759,266
0.3% of portfolio
|
Q4 2024
Added 65.28%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Feb 06, 2025 Q4 2024 |
14,594
shares
|
$756,261
0.08% of portfolio
|
Q4 2024
Reduced 8.87%
|
|
|
Slate Stone Wealth, LLC
|
Feb 10, 2025 Q4 2024 |
14,545
shares
|
$753,721
0.07% of portfolio
|
Q4 2024
Added 2.83%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Feb 04, 2025 Q4 2024 |
14,460
shares
|
$749,317
0.32% of portfolio
|
Q4 2024
New holding
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Feb 06, 2025 Q4 2024 |
14,390
shares
|
$745,689
0.06% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Northland Capital Management LLC
|
Jan 22, 2025 Q4 2024 |
14,342
shares
|
$743,202
0.61% of portfolio
|
Q4 2024
New holding
|
|
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
Feb 04, 2025 Q4 2024 |
14,312
shares
|
$741,647
0.33% of portfolio
|
Q4 2024
Reduced 0.71%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
14,290
shares
|
$740,507
0.01% of portfolio
|
Q4 2024
Added 859.06%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
14,149
shares
|
$733,201
0.0% of portfolio
|
Q3 2024
Added 5.37%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
14,141
shares
|
$732,786
0.0% of portfolio
|
Q4 2024
Reduced 2.75%
|