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 |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
9,028
shares
|
$467,830
0.03% of portfolio
|
Q4 2024
Reduced 4.16%
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,022
shares
|
$467,520
0.05% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
8,995
shares
|
$466,120
0.1% of portfolio
|
Q3 2024
Reduced 52.05%
|
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Feb 06, 2025 Q4 2024 |
8,785
shares
|
$455,238
0.02% of portfolio
|
Q4 2024
Reduced 59.12%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
8,742
shares
|
$453,010
0.03% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
8,649
shares
|
$448,191
0.03% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
8,645
shares
|
$447,983
0.01% of portfolio
|
Q2 2024
Reduced 2.43%
|
|
|
Verum Partners LLC
Charlotte, NC |
Jan 17, 2025 Q4 2024 |
8,576
shares
|
$444,408
0.13% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Jan 15, 2025 Q4 2024 |
8,546
shares
|
$442,853
0.06% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Marathon Strategic Advisors, LLC
Pittsburgh, PA |
Jan 17, 2025 Q4 2024 |
8,528
shares
|
$441,920
0.48% of portfolio
|
Q4 2024
Reduced 7.31%
|
|
|
Successful Portfolios LLC
|
Jan 16, 2025 Q4 2024 |
8,492
shares
|
$440,055
0.29% of portfolio
|
Q4 2024
Reduced 3.43%
|
|
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
Jan 28, 2025 Q4 2024 |
8,488
shares
|
$439,848
0.16% of portfolio
|
Q3 2024
Reduced 87.56%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
8,468
shares
|
$438,811
0.03% of portfolio
|
Q4 2024
Reduced 9.22%
|
|
|
Mesirow Financial Investment Management Equity & Fixed Income
Chicago, IL |
Nov 13, 2024 Q3 2024 |
8,404
shares
|
$435,495
0.45% of portfolio
|
Q3 2023
Reduced 5.32%
|
|
|
Janney Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
8,381
shares
|
$434,303
0.03% of portfolio
|
Q4 2024
Reduced 3.88%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
8,354
shares
|
$432,904
0.12% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
8,287
shares
|
$429,432
0.08% of portfolio
|
Q3 2024
Reduced 42.26%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
8,270
shares
|
$428,551
0.08% of portfolio
|
Q3 2024
Reduced 73.54%
|
|
|
First United Bank & Trust
|
Jan 16, 2025 Q4 2024 |
8,236
shares
|
$426,789
0.16% of portfolio
|
Q4 2024
Reduced 13.81%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
8,207
shares
|
$425,286
0.1% of portfolio
|
Q3 2024
Reduced 0.51%
|
|
|
Roosevelt Investment Group LLC
|
Oct 19, 2022 Q3 2022 |
8,200
shares
|
$424,924
0.03% of portfolio
|
Q2 2022
Reduced 0.02%
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
8,200
shares
|
$424,924
1.12% of portfolio
|
Q4 2021
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Feb 10, 2025 Q4 2024 |
8,182
shares
|
$423,991
0.04% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Panoramic Investment Advisors, LLC
Denver, CO |
Jan 24, 2025 Q4 2024 |
8,174
shares
|
$423,576
0.28% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
8,132
shares
|
$421,400
0.04% of portfolio
|
Q3 2024
Reduced 40.51%
|