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 |
|---|---|---|---|---|---|
|
Powers Advisory Group, LLC
|
Jan 23, 2025 Q4 2024 |
192,654
shares
|
$10.1 Million
5.01% of portfolio
|
Q4 2024
Reduced 2.26%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
191,665
shares
|
$10 Million
0.75% of portfolio
|
Q4 2024
Reduced 1.84%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
187,056
shares
|
$9.78 Million
0.15% of portfolio
|
Q4 2024
Reduced 5.46%
|
|
|
Meritage Portfolio Management
|
Jan 27, 2025 Q4 2024 |
185,673
shares
|
$9.71 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Proffitt & Goodson Inc
|
Feb 05, 2025 Q4 2024 |
183,649
shares
|
$9.6 Million
1.58% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
182,091
shares
|
$9.52 Million
0.25% of portfolio
|
Q4 2024
Added 27.74%
|
|
|
Pictet North America Advisors Sa
|
Jan 30, 2025 Q4 2024 |
181,295
shares
|
$9.48 Million
0.89% of portfolio
|
Q4 2024
Added 26.96%
|
|
|
Strategic Advocates LLC
Logan, UT |
Jan 23, 2025 Q4 2024 |
181,190
shares
|
$9.47 Million
3.16% of portfolio
|
Q4 2024
Added 10.53%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
174,553
shares
|
$9.13 Million
0.07% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
171,955
shares
|
$8.99 Million
0.17% of portfolio
|
Q4 2024
Reduced 8.77%
|
|
|
Ballentine Capital Advisors, Inc
Greenville, SC |
Feb 26, 2025 Q4 2024 |
171,787
shares
|
$8.98 Million
4.62% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Feb 27, 2025 Q4 2024 |
170,438
shares
|
$8.91 Million
2.6% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
167,961
shares
|
$8.78 Million
0.35% of portfolio
|
Q2 2020
Added 17.55%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
167,475
shares
|
$8.76 Million
0.54% of portfolio
|
Q4 2024
Added 5.69%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
164,761
shares
|
$8.62 Million
5.52% of portfolio
|
Q4 2024
Reduced 19.2%
|
|
|
Smith, Salley & Associates
|
Jan 15, 2025 Q4 2024 |
162,690
shares
|
$8.51 Million
0.56% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
161,549
shares
|
$8.45 Million
0.62% of portfolio
|
Q4 2024
Reduced 21.58%
|
|
|
Resolute Financial, LLC
|
Feb 13, 2023 Q4 2022 |
161,030
shares
|
$8.42 Million
6.83% of portfolio
|
Q4 2022
Reduced 1.16%
|
|
|
Td Asset Management Inc
|
Feb 11, 2025 Q4 2024 |
160,121
shares
|
$8.37 Million
0.01% of portfolio
|
Q3 2024
Reduced 16.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
159,179
shares
|
$8.32 Million
0.09% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
158,305
shares
|
$8.28 Million
0.09% of portfolio
|
Q4 2024
Added 946.44%
|
|
|
Gunma Bank,Ltd.
|
Jan 28, 2025 Q4 2024 |
157,000
shares
|
$8.21 Million
2.68% of portfolio
|
Q4 2024
Added 61.86%
|
|
|
Delta Asset Management LLC
Memphis, TN |
Feb 12, 2025 Q4 2024 |
155,445
shares
|
$8.13 Million
0.72% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Hsbc Holdings PLC
London, X0 |
Feb 14, 2025 Q4 2024 |
153,819
shares
|
$8.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Dimension Capital Management LLC
Coral Gables, FL |
Feb 14, 2025 Q4 2024 |
152,964
shares
|
$8 Million
1.28% of portfolio
|
Q4 2024
Reduced 4.2%
|