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 61.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorns Advisers, LLC
Irvine, CA |
May 20, 2025 Q1 2025 |
10,922,893
shares
|
$529 Million
5.07% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
5,045,925
shares
|
$244 Million
0.67% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
2,984,761
shares
|
$144 Million
0.03% of portfolio
|
Q1 2025
Reduced 2.72%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,996,862
shares
|
$96.6 Million
0.04% of portfolio
|
Q1 2025
Added 5.1%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
1,817,563
shares
|
$88 Million
8.02% of portfolio
|
Q1 2025
Reduced 46.58%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,784,764
shares
|
$86.4 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
|
$72.6 Million
0.1% of portfolio
|
Q3 2024
Added 153.96%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
1,378,330
shares
|
$66.7 Million
4.4% of portfolio
|
Q1 2025
Reduced 8.4%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
1,133,934
shares
|
$54.9 Million
0.09% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
Townsend & Associates, Inc
|
Apr 25, 2025 Q1 2025 |
1,093,148
shares
|
$52.9 Million
5.53% of portfolio
|
Q1 2025
Added 6.57%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
965,759
shares
|
$46.7 Million
3.87% of portfolio
|
Q1 2025
Added 4.36%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
893,592
shares
|
$43.2 Million
0.01% of portfolio
|
Q1 2025
Added 1.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
852,021
shares
|
$41.2 Million
0.01% of portfolio
|
Q1 2025
Added 40.22%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
834,509
shares
|
$40.4 Million
13.12% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
829,571
shares
|
$40.2 Million
0.04% of portfolio
|
Q1 2025
Added 43.63%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
814,669
shares
|
$39.4 Million
17.12% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
749,367
shares
|
$36.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
May 21, 2025 Q1 2025 |
715,959
shares
|
$34.7 Million
3.75% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
700,874
shares
|
$33.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
671,916
shares
|
$32.5 Million
0.01% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
654,963
shares
|
$31.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.1%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
574,754
shares
|
$27.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
558,386
shares
|
$27 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.67%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
555,087
shares
|
$26.9 Million
0.85% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
550,344
shares
|
$26.6 Million
4.07% of portfolio
|
Q1 2025
Added 2.56%
|