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 1,053 institutions that hold shares in the stock, with a total of 325 Million shares, which have been reported (via 13F filing form) to have a value of $17 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
495,158
shares
|
$25.9 Million
0.09% of portfolio
|
Q4 2024
Reduced 6.29%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
481,871
shares
|
$25.2 Million
2.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Feb 14, 2025 Q4 2024 |
477,143
shares
|
$24.9 Million
0.11% of portfolio
|
Q4 2024
Reduced 49.19%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
470,148
shares
|
$24.6 Million
0.86% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Arch Capital Group Ltd.
|
Feb 10, 2025 Q4 2024 |
469,378
shares
|
$24.5 Million
5.67% of portfolio
|
Q4 2024
Reduced 78.38%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
468,304
shares
|
$24.5 Million
0.57% of portfolio
|
Q4 2024
Added 14.03%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
466,308
shares
|
$24.4 Million
0.39% of portfolio
|
Q4 2023
Added 21.21%
|
|
|
Lazard Asset Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
463,426
shares
|
$24.2 Million
0.04% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Nelson Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
458,883
shares
|
$24 Million
3.98% of portfolio
|
Q4 2024
Added 7.15%
|
|
|
Hnp Capital LLC
|
May 18, 2023 Q1 2023 |
457,664
shares
|
$23.9 Million
6.49% of portfolio
|
Q1 2023
Reduced 2.71%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
442,401
shares
|
$23.1 Million
0.64% of portfolio
|
Q4 2024
Added 10.32%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
425,164
shares
|
$22.2 Million
1.1% of portfolio
|
Q4 2024
Added 20.95%
|
|
|
Sumitomo Mitsui Trust Holdings, Inc.
|
Jan 28, 2025 Q4 2024 |
417,300
shares
|
$21.8 Million
0.01% of portfolio
|
Q4 2024
Added 16.85%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
412,886
shares
|
$21.6 Million
2.19% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
412,223
shares
|
$21.6 Million
0.31% of portfolio
|
Q4 2024
Reduced 16.44%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
397,056
shares
|
$20.8 Million
7.04% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jan 28, 2025 Q4 2024 |
384,340
shares
|
$20.1 Million
5.09% of portfolio
|
Q4 2024
Added 7.49%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
383,160
shares
|
$20 Million
0.52% of portfolio
|
Q4 2024
Added 11.74%
|
|
|
Presilium Private Wealth, LLC
Radnor, PA |
Jan 14, 2025 Q4 2024 |
382,919
shares
|
$20 Million
4.55% of portfolio
|
Q4 2024
Added 6.5%
|
|
|
Astoria Strategic Wealth, Inc.
|
Jan 17, 2025 Q4 2024 |
379,449
shares
|
$19.8 Million
5.83% of portfolio
|
Q4 2024
Added 1.83%
|
|
|
Alley Investment Management Company, LLC
|
Feb 06, 2025 Q4 2024 |
378,538
shares
|
$19.8 Million
2.57% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Stephens Group Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
377,765
shares
|
$19.8 Million
1.63% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jan 13, 2025 Q4 2024 |
376,478
shares
|
$19.7 Million
1.29% of portfolio
|
Q4 2024
Reduced 3.58%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
370,375
shares
|
$19.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.14%
|
|
|
Amtrust Financial Services, Inc.
New York, NY |
Jan 29, 2025 Q4 2024 |
367,800
shares
|
$19.2 Million
9.12% of portfolio
|
Q4 2020
New holding
|