Institutional Ownership Ishares Trust Ishares 5 10 Yea (IGIB)
This table provides information about the institutional ownership of Ishares Trust Ishares 5 10 Yea (IGIB). We have compiled data on the 693 institutions that hold shares in the stock, with a total of 229 Million shares, which have been reported (via 13F filing form) to have a value of $11.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
Feb 14, 2025 Q4 2024 |
91,131
shares
|
$4.74 Million
0.72% of portfolio
|
Q4 2024
Added 2.53%
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
89,725
shares
|
$4.67 Million
0.35% of portfolio
|
Q4 2024
Added 6.97%
|
|
|
Enclave Advisors LLC
Austin, TX |
Jan 16, 2025 Q4 2024 |
89,310
shares
|
$4.65 Million
0.76% of portfolio
|
Q4 2024
Added 45.77%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
89,273
shares
|
$4.64 Million
0.01% of portfolio
|
Q4 2024
Added 5.52%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
89,151
shares
|
$4.64 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
88,179
shares
|
$4.59 Million
0.2% of portfolio
|
Q4 2024
Reduced 3.05%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
86,712
shares
|
$4.51 Million
2.1% of portfolio
|
Q4 2024
New holding
|
|
|
Breakwater Capital Group
Paramus, NJ |
Jan 13, 2025 Q4 2024 |
85,920
shares
|
$4.47 Million
0.88% of portfolio
|
Q4 2024
Added 5.23%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
83,553
shares
|
$4.35 Million
0.37% of portfolio
|
Q4 2024
Added 9.95%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
83,302
shares
|
$4.33 Million
0.48% of portfolio
|
Q4 2024
Added 9.66%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jan 29, 2025 Q4 2024 |
83,289
shares
|
$4.33 Million
0.41% of portfolio
|
Q4 2024
Added 17.31%
|
|
|
Lfa Lugano Financial Advisors Sa
|
Feb 10, 2025 Q4 2024 |
82,765
shares
|
$4.3 Million
2.81% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Prasad Wealth Partners, LLC
Independence, OH |
Feb 04, 2025 Q4 2024 |
82,752
shares
|
$4.3 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
City State Bank
Norwalk, IA |
Jan 13, 2025 Q4 2024 |
82,015
shares
|
$4.27 Million
1.51% of portfolio
|
Q4 2024
Added 3.35%
|
|
|
Retirement Financial Solutions, LLC
Knoxville, TN |
Jan 31, 2025 Q4 2024 |
79,632
shares
|
$4.14 Million
2.21% of portfolio
|
Q4 2024
Reduced 3.9%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
79,206
shares
|
$4.12 Million
0.06% of portfolio
|
Q4 2024
Added 11.56%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
79,133
shares
|
$4.12 Million
0.27% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
78,455
shares
|
$4.08 Million
0.06% of portfolio
|
Q4 2024
Reduced 10.99%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
77,163
shares
|
$4.01 Million
0.49% of portfolio
|
Q4 2024
Reduced 32.63%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
75,696
shares
|
$3.94 Million
0.25% of portfolio
|
Q4 2024
Added 7.35%
|
|
|
Brown Financial Advisors
Milford, OH |
Feb 04, 2025 Q4 2024 |
75,424
shares
|
$3.92 Million
1.56% of portfolio
|
Q4 2024
Reduced 15.57%
|
|
|
Forte Asset Management LLC
|
Jan 22, 2025 Q4 2024 |
74,451
shares
|
$3.87 Million
2.08% of portfolio
|
Q4 2024
Added 4.8%
|
|
|
Wooster Corthell Wealth Management, Inc.
|
Jan 16, 2025 Q4 2024 |
74,184
shares
|
$3.86 Million
0.83% of portfolio
|
Q4 2024
Added 0.34%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
73,383
shares
|
$3.82 Million
0.01% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
72,220
shares
|
$3.76 Million
1.49% of portfolio
|
Q4 2024
Added 0.14%
|