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 |
|---|---|---|---|---|---|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
14,133
shares
|
$732,372
0.03% of portfolio
|
Q3 2024
Added 4.45%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
14,057
shares
|
$728,433
0.19% of portfolio
|
Q4 2022
Added 75.25%
|
|
|
Stonehage Fleming Financial Services Holdings LTD
|
Jan 22, 2025 Q4 2024 |
13,848
shares
|
$717,603
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
May Barnhard Investments LLC
Bethesda, MD |
Feb 10, 2025 Q4 2024 |
13,775
shares
|
$713,820
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
13,757
shares
|
$712,887
0.03% of portfolio
|
Q3 2024
Added 675.92%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
13,683
shares
|
$709,053
0.02% of portfolio
|
Q3 2024
Reduced 62.73%
|
|
|
Ark & Tlk Investments, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
13,629
shares
|
$706,254
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Keeley Teton Advisors, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
13,542
shares
|
$701,746
0.08% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
13,494
shares
|
$699,259
0.05% of portfolio
|
Q4 2023
Added 12.45%
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
13,480
shares
|
$698,533
0.15% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
13,420
shares
|
$695,424
0.43% of portfolio
|
Q3 2024
Reduced 36.7%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
13,406
shares
|
$694,698
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Wealth Planning, LLC
|
Nov 10, 2022 Q3 2022 |
13,304
shares
|
$689,413
1.09% of portfolio
|
Q3 2022
Reduced 6.27%
|
|
|
Octavia Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,299
shares
|
$689,154
0.08% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Financial Counselors Inc
|
Nov 13, 2024 Q3 2024 |
13,208
shares
|
$684,438
0.01% of portfolio
|
Q3 2024
Added 35.23%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
13,179
shares
|
$682,935
0.04% of portfolio
|
Q4 2024
Added 43.81%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
13,145
shares
|
$681,173
0.21% of portfolio
|
Q3 2023
New holding
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
13,127
shares
|
$680,241
0.08% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
13,070
shares
|
$677,287
0.05% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
12,972
shares
|
$672,209
0.02% of portfolio
|
Q4 2024
Added 14.52%
|
|
|
Wynn Capital, LLC
Augusta, GA |
Jan 14, 2025 Q4 2024 |
12,900
shares
|
$668,478
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Feb 04, 2025 Q4 2024 |
12,738
shares
|
$660,083
0.07% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
American Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
12,665
shares
|
$656,300
0.1% of portfolio
|
Q4 2024
Reduced 0.74%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
12,642
shares
|
$655,108
0.02% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
12,328
shares
|
$638,836
0.05% of portfolio
|
Q3 2024
Reduced 1.56%
|