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 |
|---|---|---|---|---|---|
|
American Family Insurance Mutual Holding CO
|
May 14, 2024 Q1 2024 |
670,543
shares
|
$34.6 Million
6.47% of portfolio
|
Q1 2022
Added 38.1%
|
|
|
Cutler Investment Counsel LLC
|
Nov 06, 2024 Q3 2024 |
668,812
shares
|
$34.5 Million
4.46% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Nov 07, 2024 Q3 2024 |
664,654
shares
|
$34.3 Million
2.27% of portfolio
|
Q3 2024
Added 5.43%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Nov 14, 2024 Q3 2024 |
650,428
shares
|
$33.5 Million
2.91% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
647,353
shares
|
$33.4 Million
0.05% of portfolio
|
Q3 2024
Reduced 10.12%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
643,157
shares
|
$33.1 Million
0.48% of portfolio
|
Q3 2023
Added 32.61%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
640,027
shares
|
$33 Million
2.83% of portfolio
|
Q4 2022
Reduced 2.62%
|
|
|
New Square Capital LLC
|
Nov 04, 2024 Q3 2024 |
635,004
shares
|
$32.7 Million
2.72% of portfolio
|
Q3 2024
Added 7.6%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
624,544
shares
|
$32.2 Million
2.99% of portfolio
|
Q3 2024
Added 9.47%
|
|
|
Dt Investment Partners, LLC
|
Oct 23, 2024 Q3 2024 |
618,543
shares
|
$31.9 Million
2.64% of portfolio
|
Q3 2024
Added 3.82%
|
|
|
Boyd Watterson Asset Management LLC
|
Oct 22, 2024 Q3 2024 |
596,664
shares
|
$30.8 Million
8.79% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Ritholtz Wealth Management
|
Oct 10, 2024 Q3 2024 |
593,669
shares
|
$30.6 Million
0.95% of portfolio
|
Q3 2024
Added 6.01%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
589,731
shares
|
$30.4 Million
15.31% of portfolio
|
Q3 2024
Added 33.97%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
586,165
shares
|
$30.2 Million
0.44% of portfolio
|
Q3 2024
Added 6.46%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
541,864
shares
|
$27.9 Million
0.34% of portfolio
|
Q3 2024
Added 53.14%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
541,612
shares
|
$27.9 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
541,012
shares
|
$27.9 Million
0.07% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
528,398
shares
|
$27.2 Million
0.1% of portfolio
|
Q3 2024
Added 133.01%
|
|
|
Prudential Financial Inc
Newark, NJ |
Nov 13, 2024 Q3 2024 |
527,807
shares
|
$27.2 Million
0.04% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
501,104
shares
|
$25.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 24.55%
|
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
497,282
shares
|
$25.6 Million
1.81% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
493,307
shares
|
$25.4 Million
0.39% of portfolio
|
Q3 2024
Added 1159.98%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
475,821
shares
|
$24.5 Million
2.03% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
466,308
shares
|
$24 Million
0.39% of portfolio
|
Q4 2023
Added 21.21%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
465,121
shares
|
$24 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.91%
|