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 980 institutions that hold shares in the stock, with a total of 316 Million shares, which have been reported (via 13F filing form) to have a value of $16.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
7,100
shares
|
$365,934
0.07% of portfolio
|
Q3 2024
Reduced 10.38%
|
|
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
Nov 06, 2024 Q3 2024 |
7,078
shares
|
$364,800
0.11% of portfolio
|
Q3 2024
Reduced 13.5%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
7,059
shares
|
$363,820
0.02% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
7,050
shares
|
$363,357
0.24% of portfolio
|
Q3 2022
Reduced 35.7%
|
|
|
First Manhattan CO
New York, NY |
Nov 14, 2024 Q3 2024 |
7,042
shares
|
$362,944
0.0% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
7,042
shares
|
$362,944
0.07% of portfolio
|
Q1 2024
Reduced 13.34%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
7,035
shares
|
$362,583
0.0% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
D.B. Root & Company, LLC
|
Oct 31, 2024 Q3 2024 |
6,990
shares
|
$360,264
0.12% of portfolio
|
Q3 2024
Reduced 2.78%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
6,879
shares
|
$354,543
0.03% of portfolio
|
Q3 2022
Added 0.13%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
6,843
shares
|
$352,688
0.03% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
6,839
shares
|
$352,482
0.14% of portfolio
|
Q1 2022
Reduced 13.23%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
6,726
shares
|
$346,658
0.02% of portfolio
|
Q1 2024
Reduced 3.26%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
6,674
shares
|
$343,977
0.03% of portfolio
|
Q4 2022
Added 11.87%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
6,670
shares
|
$343,771
0.19% of portfolio
|
Q1 2023
Reduced 93.61%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
6,638
shares
|
$342,122
0.0% of portfolio
|
Q3 2024
Reduced 9.43%
|
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
6,602
shares
|
$340,267
0.0% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Seascape Capital Management
Portsmouth, NH |
Nov 01, 2024 Q3 2024 |
6,600
shares
|
$340,164
0.12% of portfolio
|
Q3 2023
Added 34.69%
|
|
|
Curtis Advisory Group, LLC
Santa Barbara, CA |
Nov 05, 2024 Q3 2024 |
6,558
shares
|
$337,999
0.1% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Argent Trust CO
Nashville, TN |
Nov 13, 2024 Q3 2024 |
6,530
shares
|
$336,556
0.01% of portfolio
|
Q4 2023
Reduced 21.61%
|
|
|
Ninety One Uk LTD
London, X0 |
Nov 12, 2024 Q3 2024 |
6,520
shares
|
$336,040
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
6,513
shares
|
$335,680
0.04% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
6,449
shares
|
$332,381
0.3% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,407
shares
|
$330,216
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Greytown Advisors Inc.
Miami, FL |
Aug 14, 2024 Q2 2024 |
6,407
shares
|
$330,216
0.19% of portfolio
|
Q2 2022
Reduced 46.19%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
6,397
shares
|
$329,701
0.08% of portfolio
|
Q3 2024
Reduced 27.64%
|