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 |
|---|---|---|---|---|---|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
47,563
shares
|
$2.47 Million
1.12% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Eagle Global Advisors LLC
Houston, TX |
Nov 14, 2024 Q3 2024 |
46,862
shares
|
$2.43 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
46,413
shares
|
$2.41 Million
0.11% of portfolio
|
Q3 2024
Reduced 9.46%
|
|
|
Dmg Group, LLC
Birmingham, AL |
Jan 23, 2025 Q4 2024 |
45,921
shares
|
$2.38 Million
1.98% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
45,762
shares
|
$2.37 Million
0.16% of portfolio
|
Q2 2022
Added 10.29%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
45,614
shares
|
$2.37 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
45,459
shares
|
$2.36 Million
0.11% of portfolio
|
Q2 2023
Reduced 4.21%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
45,079
shares
|
$2.34 Million
0.02% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
44,670
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 34.05%
|
|
|
My Legacy Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
44,599
shares
|
$2.31 Million
0.91% of portfolio
|
Q4 2024
Added 98.28%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
44,279
shares
|
$2.3 Million
0.09% of portfolio
|
Q3 2024
Added 979.71%
|
|
|
Summit Financial Group, Inc.
|
Apr 05, 2024 Q1 2024 |
44,241
shares
|
$2.3 Million
0.81% of portfolio
|
Q1 2024
Added 2.78%
|
|
|
Burke & Herbert Bank & Trust CO
|
Oct 23, 2024 Q3 2024 |
44,183
shares
|
$2.29 Million
0.57% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
44,125
shares
|
$2.29 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.22%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
43,298
shares
|
$2.25 Million
1.26% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
First International Bank & Trust
Watford City, ND |
Jan 10, 2025 Q4 2024 |
43,266
shares
|
$2.25 Million
0.73% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Jb Global.Com LLC
New York, NY |
Jan 16, 2025 Q4 2024 |
43,228
shares
|
$2.24 Million
2.36% of portfolio
|
Q4 2024
New holding
|
|
|
Lowe Brockenbrough & CO Inc
|
Oct 28, 2024 Q3 2024 |
42,692
shares
|
$2.22 Million
0.15% of portfolio
|
Q3 2024
Added 15.46%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
42,256
shares
|
$2.19 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
41,949
shares
|
$2.18 Million
0.12% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
41,923
shares
|
$2.18 Million
0.07% of portfolio
|
Q3 2024
Added 12.38%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
41,769
shares
|
$2.17 Million
0.86% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Cabot Wealth Management Inc
|
Oct 15, 2024 Q3 2024 |
41,678
shares
|
$2.16 Million
0.28% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
40,512
shares
|
$2.1 Million
0.36% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
40,113
shares
|
$2.08 Million
1.25% of portfolio
|
Q3 2024
Added 7.8%
|