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 |
|---|---|---|---|---|---|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jan 30, 2025 Q4 2024 |
5,192
shares
|
$269,049
0.03% of portfolio
|
Q4 2024
Added 8.1%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 14, 2024 Q3 2024 |
5,188
shares
|
$268,842
0.03% of portfolio
|
Q3 2024
Added 2.9%
|
|
|
Clarendon Private LLC
Boston, MA |
Jan 21, 2025 Q4 2024 |
5,176
shares
|
$268,220
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Feb 10, 2025 Q4 2024 |
5,148
shares
|
$266,769
0.08% of portfolio
|
Q1 2024
Added 0.02%
|
|
|
Grove Bank & Trust
|
Jan 16, 2025 Q4 2024 |
5,137
shares
|
$266,199
0.04% of portfolio
|
Q2 2024
Reduced 44.8%
|
|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
5,127
shares
|
$265,681
0.07% of portfolio
|
Q3 2024
Reduced 4.47%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
5,118
shares
|
$265,214
0.01% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
First Farmers & Merchants Bank
|
Oct 31, 2022 Q3 2022 |
5,111
shares
|
$264,852
0.33% of portfolio
|
Q3 2022
Reduced 5.3%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
5,105
shares
|
$264,541
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
5,045
shares
|
$261,431
0.07% of portfolio
|
Q4 2024
Reduced 44.82%
|
|
|
Allie Family Office LLC
|
Jan 03, 2025 Q3 2024 |
5,040
shares
|
$261,172
0.14% of portfolio
|
Q3 2024
Reduced 58.14%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
5,023
shares
|
$260,291
0.15% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Triad Financial Advisors, Inc.
Greensboro, NC |
Nov 02, 2023 Q3 2023 |
5,004
shares
|
$259,307
0.09% of portfolio
|
Q3 2023
Added 0.87%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2024 Q3 2024 |
5,000
shares
|
$259,100
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
4,955
shares
|
$256,768
0.01% of portfolio
|
Q3 2024
Reduced 3.97%
|
|
|
Gofen & Glossberg LLC
|
Jan 13, 2023 Q4 2022 |
4,930
shares
|
$255,472
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
4,922
shares
|
$255,058
0.04% of portfolio
|
Q3 2022
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
4,914
shares
|
$254,643
0.03% of portfolio
|
Q3 2023
Reduced 2.79%
|
|
|
1492 Capital Management LLC
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
4,913
shares
|
$254,591
0.14% of portfolio
|
Q1 2024
Added 2.42%
|
|
|
Private Wealth Group, LLC
|
Jan 17, 2025 Q4 2024 |
4,910
shares
|
$254,436
0.13% of portfolio
|
Q1 2023
Reduced 18.94%
|
|
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
Jan 27, 2025 Q4 2024 |
4,838
shares
|
$250,705
0.16% of portfolio
|
Q4 2024
Reduced 4.91%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
4,795
shares
|
$248,476
0.01% of portfolio
|
Q4 2024
Added 24.61%
|
|
|
Tag Stone Capital, Inc.
|
Nov 08, 2024 Q3 2024 |
4,783
shares
|
$247,855
0.13% of portfolio
|
Q3 2024
Added 12.28%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
4,772
shares
|
$247,285
0.04% of portfolio
|
Q1 2023
Reduced 8.05%
|
|
|
Cornerstone Enterprises, LLC
Appleton, WI |
Feb 10, 2025 Q4 2023 |
4,771
shares
|
$247,233
0.22% of portfolio
|
Q4 2023
New holding
|