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 1,049 institutions that hold shares in the stock, with a total of 325 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 |
|---|---|---|---|---|---|
|
Endeavor Private Wealth, Inc.
Topeka, KS |
Jan 17, 2025 Q4 2024 |
244
shares
|
$12,692
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jan 24, 2025 Q4 2024 |
229
shares
|
$11,912
0.01% of portfolio
|
Q4 2024
Reduced 49.89%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
224
shares
|
$11,652
0.01% of portfolio
|
Q2 2024
Reduced 53.14%
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Feb 05, 2025 Q4 2024 |
220
shares
|
$11,444
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
216
shares
|
$11,236
0.01% of portfolio
|
Q4 2023
Reduced 47.83%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
202
shares
|
$10,508
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fwl Investment Management, LLC
|
Feb 14, 2025 Q4 2024 |
200
shares
|
$10,404
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Feb 12, 2025 Q4 2024 |
197
shares
|
$10,247
0.01% of portfolio
|
Q2 2024
Reduced 94.06%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
166
shares
|
$8,635
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Feb 11, 2025 Q4 2024 |
157
shares
|
$8,167
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jan 22, 2025 Q4 2024 |
151
shares
|
$7,855
0.0% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
140
shares
|
$7,282
0.0% of portfolio
|
Q3 2024
Reduced 75.44%
|
|
|
Bristlecone Advisors, LLC
|
Jan 29, 2025 Q4 2024 |
128
shares
|
$6,658
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
Feb 12, 2025 Q4 2024 |
126
shares
|
$6,554
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jnba Financial Advisors
|
Jan 30, 2025 Q4 2024 |
114
shares
|
$5,930
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
Jan 29, 2025 Q4 2024 |
110
shares
|
$5,722
0.01% of portfolio
|
Q4 2024
Reduced 69.78%
|
|
|
Breakwater Investment Management
Seattle, WA |
Jan 14, 2025 Q4 2024 |
106
shares
|
$5,514
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Jan 15, 2025 Q4 2024 |
100
shares
|
$5,202
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jan 21, 2025 Q4 2024 |
97
shares
|
$5,045
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fsa Wealth Management LLC
Needham, MA |
Feb 14, 2025 Q4 2024 |
94
shares
|
$4,889
0.0% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
93
shares
|
$4,837
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
89
shares
|
$4,629
0.0% of portfolio
|
Q2 2024
Reduced 82.65%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jan 16, 2025 Q4 2024 |
81
shares
|
$4,213
0.0% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Capital Advisors, Ltd. LLC
|
Feb 04, 2025 Q4 2024 |
80
shares
|
$4,161
0.0% of portfolio
|
Q3 2023
Reduced 91.16%
|
|
|
Capital Investment Advisory Services, LLC
|
Jan 23, 2025 Q4 2024 |
79
shares
|
$4,109
0.0% of portfolio
|
Q2 2023
Reduced 19.39%
|