Institutional Ownership Ihares Core 1 5 Years Usd Bond (ISTB)
This table provides information about the institutional ownership of Ihares Core 1 5 Years Usd Bond (ISTB). We have compiled data on the 419 institutions that hold shares in the stock, with a total of 62 Million shares, which have been reported (via 13F filing form) to have a value of $3.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
10,198,998
shares
|
$499 Million
4.26% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
5,128,625
shares
|
$251 Million
0.65% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,400,472
shares
|
$117 Million
0.02% of portfolio
|
Q1 2025
Added 24.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,995,387
shares
|
$97.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,784,764
shares
|
$87.2 Million
0.0% of portfolio
|
Q2 2024
Added 36.04%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
1,723,373
shares
|
$84.2 Million
6.8% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,499,182
shares
|
$73.3 Million
0.1% of portfolio
|
Q3 2024
Added 153.96%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
1,338,348
shares
|
$65.4 Million
3.96% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,156,571
shares
|
$56.5 Million
0.08% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
1,149,069
shares
|
$56.2 Million
5.62% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,024,472
shares
|
$50.1 Million
0.02% of portfolio
|
Q2 2025
Added 52.47%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
997,635
shares
|
$48.8 Million
4.03% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
983,656
shares
|
$48.1 Million
0.04% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
904,807
shares
|
$44.2 Million
12.57% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
868,838
shares
|
$42.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
814,669
shares
|
$39.8 Million
17.12% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
764,741
shares
|
$37.4 Million
0.0% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
749,367
shares
|
$36.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
746,513
shares
|
$36.5 Million
3.57% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
729,001
shares
|
$35.6 Million
0.0% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
707,670
shares
|
$34.6 Million
0.81% of portfolio
|
Q3 2025
Added 81.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
626,164
shares
|
$30.6 Million
0.01% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
571,138
shares
|
$27.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
565,858
shares
|
$27.7 Million
0.83% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Cim, LLC
|
Aug 19, 2025 Q2 2025 |
563,058
shares
|
$27.5 Million
3.84% of portfolio
|
Q2 2025
Added 2.31%
|