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 1,030 institutions that hold shares in the stock, with a total of 329 Million shares, which have been reported (via 13F filing form) to have a value of $17.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
1,245
shares
|
$64,590
0.01% of portfolio
|
Q2 2024
Reduced 38.67%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
1,239
shares
|
$64,279
0.0% of portfolio
|
Q4 2024
Added 923.97%
|
|
|
Logan Capital Management Inc
Newtown Square, PA |
Dec 06, 2024 Q3 2024 |
1,170
shares
|
$60,699
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pacific Capital Wealth Advisors, Inc
|
Jan 22, 2025 Q4 2024 |
1,148
shares
|
$59,558
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
1,146
shares
|
$59,454
0.0% of portfolio
|
Q2 2024
Reduced 17.73%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
1,145
shares
|
$59,402
0.01% of portfolio
|
Q4 2024
Added 18.04%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
1,130
shares
|
$58,624
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Founders Capital Management
|
Jan 13, 2025 Q4 2024 |
1,040
shares
|
$53,955
0.03% of portfolio
|
Q4 2023
Reduced 51.29%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,008
shares
|
$52,295
0.0% of portfolio
|
Q2 2022
Reduced 54.51%
|
|
|
Tsfg, LLC
|
Jan 13, 2025 Q4 2024 |
996
shares
|
$51,672
0.01% of portfolio
|
Q4 2024
Reduced 19.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
965
shares
|
$50,064
0.0% of portfolio
|
Q4 2024
Reduced 30.53%
|
|
|
Darwin Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
956
shares
|
$49,597
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
948
shares
|
$49,182
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Independence Bank Of Kentucky
|
Jan 24, 2025 Q4 2024 |
864
shares
|
$44,824
0.01% of portfolio
|
Q3 2018
Added 100.0%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
848
shares
|
$43,994
0.02% of portfolio
|
Q4 2024
Added 21.84%
|
|
|
Thompson Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
831
shares
|
$43,112
0.01% of portfolio
|
Q4 2024
Added 88.44%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
827
shares
|
$42,904
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jan 28, 2025 Q4 2024 |
821
shares
|
$42,593
0.0% of portfolio
|
Q1 2024
Reduced 6.81%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
809
shares
|
$41,970
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
800
shares
|
$41,504
0.02% of portfolio
|
Q3 2023
New holding
|
|
|
Castleview Partners, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
783
shares
|
$40,622
0.03% of portfolio
|
Q2 2024
Reduced 11.02%
|
|
|
Hallmark Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
751
shares
|
$38,961
0.0% of portfolio
|
Q3 2024
Reduced 31.23%
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
712
shares
|
$36,938
0.01% of portfolio
|
Q1 2024
Added 41.83%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Feb 05, 2025 Q4 2024 |
696
shares
|
$36,108
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
657
shares
|
$34,085
0.0% of portfolio
|
Q4 2024
Reduced 28.9%
|