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 |
|---|---|---|---|---|---|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
164,761
shares
|
$8.55 Million
5.52% of portfolio
|
Q4 2024
Reduced 19.2%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
163,266
shares
|
$8.47 Million
0.68% of portfolio
|
Q2 2024
Reduced 14.9%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
162,690
shares
|
$8.44 Million
0.56% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
161,933
shares
|
$8.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 51.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
161,043
shares
|
$8.36 Million
0.1% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
161,030
shares
|
$8.36 Million
6.83% of portfolio
|
Q4 2022
Reduced 1.16%
|
|
|
Td Asset Management Inc
|
Nov 01, 2024 Q3 2024 |
160,121
shares
|
$8.31 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
159,665
shares
|
$8.29 Million
0.17% of portfolio
|
Q3 2024
Reduced 6.6%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Nov 14, 2024 Q3 2024 |
159,664
shares
|
$8.28 Million
1.59% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
158,457
shares
|
$8.22 Million
0.54% of portfolio
|
Q3 2024
Added 4.44%
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
154,989
shares
|
$8.04 Million
0.45% of portfolio
|
Q3 2024
Reduced 47.37%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
154,252
shares
|
$8 Million
0.7% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
152,326
shares
|
$7.9 Million
0.03% of portfolio
|
Q4 2024
Reduced 7.58%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 21, 2025 Q4 2024 |
150,078
shares
|
$7.79 Million
0.34% of portfolio
|
Q4 2024
Added 3.81%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
147,494
shares
|
$7.65 Million
1.41% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Disciplina Capital Management LLC
Nashville, TN |
Nov 04, 2024 Q3 2024 |
146,865
shares
|
$7.62 Million
1.24% of portfolio
|
Q3 2024
Added 157819.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
146,274
shares
|
$7.59 Million
0.03% of portfolio
|
Q3 2024
Reduced 31.11%
|
|
|
Meridian Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
146,091
shares
|
$7.58 Million
0.38% of portfolio
|
Q3 2024
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
145,634
shares
|
$7.56 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Total Wealth Planning, LLC
|
Jan 15, 2025 Q4 2024 |
143,266
shares
|
$7.43 Million
1.23% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Pictet North America Advisors Sa
|
Oct 22, 2024 Q3 2024 |
142,797
shares
|
$7.41 Million
0.74% of portfolio
|
Q3 2024
Reduced 6.02%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
142,547
shares
|
$7.4 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
Nov 14, 2024 Q3 2024 |
141,390
shares
|
$7.34 Million
0.45% of portfolio
|
Q3 2024
Reduced 3.01%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
141,079
shares
|
$7.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
140,471
shares
|
$7.29 Million
0.37% of portfolio
|
Q4 2024
Added 18.08%
|