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 984 institutions that hold shares in the stock, with a total of 318 Million shares, which have been reported (via 13F filing form) to have a value of $16.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ddfg, Inc
Thousand Oaks, CA |
Nov 08, 2024 Q3 2024 |
260,672
shares
|
$13.5 Million
3.92% of portfolio
|
Q3 2024
Reduced 42.82%
|
|
|
Nbt Bank N A
|
Nov 14, 2024 Q3 2024 |
260,561
shares
|
$13.5 Million
0.93% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
259,282
shares
|
$13.5 Million
1.25% of portfolio
|
Q4 2024
Reduced 2.18%
|
|
|
Marshall Wace, LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
258,000
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2024
Added 17.33%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
252,294
shares
|
$13.1 Million
0.29% of portfolio
|
Q3 2024
Added 10.67%
|
|
|
Dai Ichi Life Holdings, Inc.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
252,200
shares
|
$13.1 Million
15.56% of portfolio
|
Q3 2024
Added 4.43%
|
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
250,999
shares
|
$13 Million
1.72% of portfolio
|
Q2 2023
Reduced 3.13%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
249,177
shares
|
$12.9 Million
2.65% of portfolio
|
Q3 2024
Added 1.98%
|
|
|
Blue Sky Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
242,430
shares
|
$12.6 Million
1.96% of portfolio
|
Q4 2024
Reduced 0.95%
|
|
|
Discipline Wealth Solutions, LLC
Greenville, SC |
Nov 19, 2024 Q3 2024 |
240,103
shares
|
$12.5 Million
6.95% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
239,034
shares
|
$12.4 Million
0.72% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
228,803
shares
|
$11.9 Million
2.23% of portfolio
|
Q3 2024
Reduced 23.11%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
228,586
shares
|
$11.9 Million
0.69% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
225,973
shares
|
$11.7 Million
3.87% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
220,984
shares
|
$11.5 Million
6.06% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
220,629
shares
|
$11.4 Million
0.12% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
218,891
shares
|
$11.4 Million
0.17% of portfolio
|
Q3 2024
Added 21.24%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
218,782
shares
|
$11.4 Million
0.43% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Bernardo Wealth Planning LLC
|
Jan 16, 2025 Q4 2024 |
218,623
shares
|
$11.3 Million
2.68% of portfolio
|
Q4 2024
Added 22.62%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
217,416
shares
|
$11.3 Million
0.07% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Nov 12, 2024 Q3 2024 |
216,074
shares
|
$11.2 Million
0.35% of portfolio
|
Q3 2024
Added 287.89%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
213,849
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
212,952
shares
|
$11.1 Million
1.31% of portfolio
|
Q3 2024
Reduced 2.98%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
212,583
shares
|
$11 Million
0.0% of portfolio
|
Q3 2024
Added 16.65%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
212,291
shares
|
$11 Million
0.45% of portfolio
|
Q2 2024
Added 4.84%
|