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 386 institutions that hold shares in the stock, with a total of 58.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2024 Q2 2024 |
9,754,334
shares
|
$470 Million
4.95% of portfolio
|
Q2 2024
Added 5.65%
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2024 Q2 2024 |
4,840,325
shares
|
$233 Million
0.63% of portfolio
|
Q2 2024
Added 1.55%
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
3,136,503
shares
|
$151 Million
11.46% of portfolio
|
Q3 2024
Added 1.12%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
3,119,781
shares
|
$150 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.13%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,784,764
shares
|
$85.9 Million
0.0% of portfolio
|
Q2 2024
Added 36.04%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,499,182
shares
|
$72.2 Million
0.1% of portfolio
|
Q3 2024
Added 153.96%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,412,621
shares
|
$68 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
1,246,485
shares
|
$60 Million
3.8% of portfolio
|
Q2 2024
Added 0.74%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,060,356
shares
|
$51.1 Million
0.01% of portfolio
|
Q2 2024
Added 25.15%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
1,059,180
shares
|
$51 Million
0.1% of portfolio
|
Q2 2024
Added 1.64%
|
|
Townsend & Associates, Inc
|
Aug 02, 2024 Q2 2024 |
969,604
shares
|
$46.7 Million
5.25% of portfolio
|
Q2 2024
Added 2.6%
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
923,122
shares
|
$44.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
882,203
shares
|
$42.5 Million
3.55% of portfolio
|
Q3 2024
Added 4.52%
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
814,669
shares
|
$39.2 Million
17.12% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
744,693
shares
|
$35.9 Million
11.73% of portfolio
|
Q3 2024
Added 1.13%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
693,021
shares
|
$33.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 63.58%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
678,022
shares
|
$32.6 Million
3.86% of portfolio
|
Q2 2024
Added 2.57%
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
624,641
shares
|
$30.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.1%
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
590,470
shares
|
$28.4 Million
0.03% of portfolio
|
Q2 2024
Added 2.37%
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
572,788
shares
|
$27.6 Million
0.07% of portfolio
|
Q2 2024
Added 3.46%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
564,374
shares
|
$27.2 Million
0.01% of portfolio
|
Q2 2024
Reduced 13.82%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
560,761
shares
|
$27 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.91%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
539,340
shares
|
$26 Million
0.01% of portfolio
|
Q2 2024
Reduced 26.97%
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
519,322
shares
|
$25 Million
0.82% of portfolio
|
Q2 2024
Added 1.24%
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
518,722
shares
|
$25 Million
3.63% of portfolio
|
Q2 2024
Added 5.51%
|