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 |
|---|---|---|---|---|---|
|
Nationwide Asset Management LLC
|
Oct 27, 2023 Q3 2023 |
12,270
shares
|
$635,831
2.43% of portfolio
|
Q3 2023
Added 21.85%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,229
shares
|
$633,706
0.05% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
12,167
shares
|
$630,493
0.26% of portfolio
|
Q4 2024
Added 7.13%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
12,112
shares
|
$627,643
0.02% of portfolio
|
Q4 2023
Reduced 7.63%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Feb 03, 2025 Q4 2024 |
11,889
shares
|
$616,087
0.17% of portfolio
|
Q4 2024
Added 81.29%
|
|
|
Dodds Wealth, LLC
Greenwood Village, CO |
Jan 28, 2025 Q4 2024 |
11,866
shares
|
$614,896
0.2% of portfolio
|
Q4 2024
Added 0.03%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jan 21, 2025 Q4 2024 |
11,818
shares
|
$612,408
0.08% of portfolio
|
Q4 2024
Added 3.24%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Nov 14, 2024 Q3 2024 |
11,677
shares
|
$605,102
0.11% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Genesis Wealth Advisors, LLC
Braintree, MA |
Feb 04, 2025 Q4 2024 |
11,629
shares
|
$602,614
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Hudson Portfolio Management LLC
Garrison, NY |
Nov 13, 2024 Q3 2024 |
11,568
shares
|
$599,453
0.6% of portfolio
|
Q3 2024
Reduced 23.45%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
11,550
shares
|
$598,521
0.01% of portfolio
|
Q4 2024
Reduced 8.62%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
11,461
shares
|
$593,909
0.32% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
11,410
shares
|
$591,266
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Swmg, LLC
Fort Worth, TX |
Jan 23, 2025 Q4 2024 |
11,403
shares
|
$590,903
0.24% of portfolio
|
Q4 2024
Reduced 13.43%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 08, 2024 Q3 2024 |
11,360
shares
|
$588,675
0.0% of portfolio
|
Q3 2024
Reduced 18.94%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
11,222
shares
|
$581,524
0.02% of portfolio
|
Q4 2024
Reduced 32.77%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
11,077
shares
|
$574,010
0.22% of portfolio
|
Q4 2024
Added 37.14%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Feb 10, 2025 Q4 2024 |
11,070
shares
|
$573,647
0.36% of portfolio
|
Q2 2024
Reduced 7.52%
|
|
|
Paladin Wealth, LLC
Arden Hills, MN |
Jan 29, 2025 Q4 2024 |
11,026
shares
|
$571,367
0.49% of portfolio
|
Q4 2024
Added 49.99%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Nov 14, 2024 Q3 2024 |
10,951
shares
|
$567,480
0.04% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
10,866
shares
|
$563,076
0.16% of portfolio
|
Q4 2024
Reduced 2.77%
|
|
|
Legacy Bridge, LLC
|
Jan 22, 2025 Q4 2024 |
10,656
shares
|
$552,193
0.31% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
10,646
shares
|
$551,675
0.0% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
10,532
shares
|
$545,768
0.02% of portfolio
|
Q3 2024
Reduced 9.5%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
10,452
shares
|
$541,622
0.08% of portfolio
|
Q4 2024
Added 165.41%
|