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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
10,419
shares
|
$539,912
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
Jan 28, 2025 Q4 2024 |
10,319
shares
|
$534,730
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
10,262
shares
|
$531,776
0.02% of portfolio
|
Q3 2024
Reduced 2.25%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
10,175
shares
|
$527,268
0.01% of portfolio
|
Q3 2024
Added 51.93%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
10,152
shares
|
$526,076
0.04% of portfolio
|
Q4 2024
Reduced 6.71%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,131
shares
|
$524,988
0.12% of portfolio
|
Q3 2024
Reduced 7.95%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jan 21, 2025 Q4 2024 |
10,114
shares
|
$524,107
0.02% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Bank Hapoalim Bm
|
Jan 27, 2025 Q4 2024 |
10,095
shares
|
$523,122
0.08% of portfolio
|
Q4 2024
Reduced 4.78%
|
|
|
Cascade Wealth Advisors, Inc
Wenatchee, WA |
Feb 05, 2025 Q4 2024 |
10,000
shares
|
$518,200
0.35% of portfolio
|
Q1 2024
New holding
|
|
|
Vision Financial Markets LLC
Stamford, CT |
Feb 06, 2025 Q4 2024 |
10,000
shares
|
$518,200
0.55% of portfolio
|
Q4 2024
New holding
|
|
|
Tri Star Advisors Inc.
|
Nov 06, 2023 Q3 2023 |
9,939
shares
|
$515,038
8.39% of portfolio
|
Q1 2023
New holding
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
9,930
shares
|
$514,572
0.02% of portfolio
|
Q4 2024
Added 0.84%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
9,916
shares
|
$513,847
0.02% of portfolio
|
Q2 2024
Reduced 0.53%
|
|
|
Rockwood Wealth Management, LLC
New Hope, PA |
Jan 21, 2025 Q4 2024 |
9,585
shares
|
$496,694
0.05% of portfolio
|
Q4 2024
Reduced 72.55%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
9,568
shares
|
$495,813
0.29% of portfolio
|
Q2 2022
Added 7.75%
|
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
9,516
shares
|
$493,119
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
9,484
shares
|
$491,460
0.12% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
9,334
shares
|
$483,687
0.03% of portfolio
|
Q4 2023
Added 0.86%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
9,330
shares
|
$483,480
0.23% of portfolio
|
Q3 2023
Reduced 3.05%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
9,271
shares
|
$480,423
0.19% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
9,224
shares
|
$477,987
0.03% of portfolio
|
Q3 2024
Added 9.5%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
9,200
shares
|
$476,744
0.19% of portfolio
|
Q2 2024
Reduced 12.55%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
9,138
shares
|
$473,531
0.23% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
9,083
shares
|
$470,681
0.07% of portfolio
|
Q4 2024
Reduced 4.04%
|