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 1,050 institutions that hold shares in the stock, with a total of 324 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Goelzer Investment Management, Inc.
|
Jan 21, 2025 Q4 2024 |
239,034
shares
|
$12.5 Million
0.72% of portfolio
|
Q4 2024
Reduced 10.21%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
238,762
shares
|
$12.5 Million
0.13% of portfolio
|
Q4 2024
Added 8.22%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Feb 12, 2025 Q4 2024 |
235,820
shares
|
$12.3 Million
2.25% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
232,384
shares
|
$12.2 Million
0.42% of portfolio
|
Q4 2024
Added 16.91%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
225,973
shares
|
$11.8 Million
3.87% of portfolio
|
Q4 2024
Added 5.7%
|
|
|
Larson Financial Group LLC
|
Feb 07, 2025 Q4 2024 |
224,337
shares
|
$11.7 Million
0.6% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Black Diamond Financial, LLC
|
Feb 04, 2025 Q4 2024 |
222,699
shares
|
$11.6 Million
1.73% of portfolio
|
Q4 2024
New holding
|
|
|
Fullen Financial Group
|
May 30, 2023 Q1 2023 |
220,984
shares
|
$11.6 Million
6.06% of portfolio
|
Q1 2023
Reduced 3.68%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Feb 06, 2025 Q4 2024 |
220,565
shares
|
$11.5 Million
0.36% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
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
|
$11.4 Million
2.68% of portfolio
|
Q4 2024
Added 22.62%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
217,593
shares
|
$11.4 Million
0.02% of portfolio
|
Q4 2024
Added 1.75%
|
|
|
Pinnacle Financial Partners Inc
|
Feb 03, 2025 Q4 2024 |
209,584
shares
|
$11 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.81%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
209,433
shares
|
$11 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
208,407
shares
|
$10.9 Million
1.32% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
208,167
shares
|
$10.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 97.85%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
207,153
shares
|
$10.8 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
206,785
shares
|
$10.8 Million
0.02% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
201,043
shares
|
$10.5 Million
0.04% of portfolio
|
Q4 2024
Added 13.1%
|
|
|
Scotia Capital Inc.
|
Feb 13, 2025 Q4 2024 |
198,386
shares
|
$10.4 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Hall Capital Management CO Inc
|
Feb 24, 2025 Q4 2024 |
195,934
shares
|
$10.2 Million
4.75% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
194,430
shares
|
$10.2 Million
0.06% of portfolio
|
Q4 2024
Added 33.51%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
194,307
shares
|
$10.2 Million
0.15% of portfolio
|
Q4 2024
Reduced 15.11%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
193,901
shares
|
$10.1 Million
0.95% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Strateg Iq Financial Group, LLC
|
Jan 23, 2024 Q4 2023 |
193,455
shares
|
$10.1 Million
1.15% of portfolio
|
Q4 2023
Reduced 8.44%
|