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 |
|---|---|---|---|---|---|
|
Fsa Wealth Management LLC
Needham, MA |
Nov 14, 2024 Q3 2024 |
94
shares
|
$4,844
0.0% of portfolio
|
Q3 2024
Reduced 6.0%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
93
shares
|
$4,793
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
89
shares
|
$4,587
0.0% of portfolio
|
Q2 2024
Reduced 82.65%
|
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Oct 22, 2024 Q3 2024 |
81
shares
|
$4,174
0.0% of portfolio
|
Q3 2024
Reduced 4.71%
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 24, 2024 Q3 2024 |
80
shares
|
$4,123
0.0% of portfolio
|
Q3 2023
Reduced 91.16%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
79
shares
|
$4,071
0.0% of portfolio
|
Q2 2023
Reduced 19.39%
|
|
|
Robinson Value Management, Ltd.
San Antonio, TX |
Oct 21, 2024 Q3 2024 |
75
shares
|
$3,865
0.0% of portfolio
|
Q1 2022
Reduced 86.36%
|
|
|
Wolff Wiese Magana LLC
|
Oct 16, 2024 Q3 2024 |
72
shares
|
$3,710
0.0% of portfolio
|
Q3 2024
Reduced 82.73%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
69
shares
|
$3,556
0.0% of portfolio
|
Q1 2024
Reduced 93.1%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
65
shares
|
$3,350
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
59
shares
|
$3,040
0.0% of portfolio
|
Q2 2024
Added 1.72%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
49
shares
|
$2,525
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
48
shares
|
$2,473
0.0% of portfolio
|
Q3 2024
Reduced 47.25%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
42
shares
|
$2,164
0.0% of portfolio
|
Q3 2024
Reduced 98.35%
|
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Oct 25, 2024 Q3 2024 |
39
shares
|
$2,010
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 05, 2024 Q3 2024 |
37
shares
|
$1,906
0.0% of portfolio
|
Q3 2024
Reduced 94.65%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
36
shares
|
$1,855
0.0% of portfolio
|
Q4 2022
Reduced 30.77%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
32
shares
|
$1,649
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
30
shares
|
$1,546
0.0% of portfolio
|
Q3 2024
Reduced 57.14%
|
|
|
Townsend Asset Management Corp
|
Oct 21, 2024 Q3 2024 |
26
shares
|
$1,340
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
24
shares
|
$1,236
0.0% of portfolio
|
Q3 2024
Reduced 4.0%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
13
shares
|
$670
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
9
shares
|
$463
0.0% of portfolio
|
Q2 2024
Reduced 85.25%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
7
shares
|
$360
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Naples Money Management LLC
Naples, FL |
Nov 12, 2024 Q3 2024 |
2
shares
|
$103
0.0% of portfolio
|
Q4 2023
New holding
|