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 |
|---|---|---|---|---|---|
|
C2 C Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
4,752
shares
|
$246,248
0.23% of portfolio
|
Q4 2021
New holding
|
|
|
Webster Bank, N. A.
|
Jan 22, 2025 Q4 2024 |
4,746
shares
|
$245,937
0.03% of portfolio
|
Q4 2024
Added 5.37%
|
|
|
Seamount Financial Group Inc
Colorado Springs, CO |
Jan 28, 2025 Q4 2024 |
4,746
shares
|
$245,937
0.17% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Integral Investment Advisors, Inc.
|
Feb 03, 2025 Q4 2024 |
4,719
shares
|
$244,538
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Concord Wealth Partners
|
Jan 23, 2025 Q4 2024 |
4,712
shares
|
$244,175
0.04% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
4,688
shares
|
$242,932
0.09% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
4,640
shares
|
$240,444
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Accurate Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
4,597
shares
|
$238,216
0.05% of portfolio
|
Q4 2024
Reduced 0.86%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
4,511
shares
|
$233,760
0.03% of portfolio
|
Q3 2024
Reduced 5.35%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
4,508
shares
|
$233,604
0.01% of portfolio
|
Q3 2022
Added 10.49%
|
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jan 27, 2025 Q4 2024 |
4,504
shares
|
$233,397
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
4,485
shares
|
$232,412
0.01% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
4,420
shares
|
$229,044
0.01% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Jan 31, 2025 Q4 2024 |
4,379
shares
|
$226,919
0.08% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
4,372
shares
|
$226,557
0.01% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
4,367
shares
|
$226,297
0.07% of portfolio
|
Q2 2024
Reduced 25.57%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 03, 2025 Q4 2024 |
4,360
shares
|
$225,935
0.15% of portfolio
|
Q4 2024
Reduced 10.78%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Jan 21, 2025 Q4 2024 |
4,280
shares
|
$221,789
0.01% of portfolio
|
Q2 2024
Reduced 51.31%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
4,253
shares
|
$220,390
0.0% of portfolio
|
Q4 2024
Added 194.94%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
4,233
shares
|
$219,354
0.0% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
4,221
shares
|
$218,732
0.01% of portfolio
|
Q2 2024
Reduced 32.21%
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
4,219
shares
|
$218,628
0.02% of portfolio
|
Q4 2024
Reduced 32.9%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
4,190
shares
|
$217,125
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Oxinas Partners Wealth Management LLC
|
Jan 17, 2025 Q4 2024 |
4,186
shares
|
$216,918
0.13% of portfolio
|
Q4 2024
Reduced 17.5%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
4,158
shares
|
$215,467
0.08% of portfolio
|
Q1 2024
Reduced 11.72%
|