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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
13,685
shares
|
$668,922
0.03% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
13,656
shares
|
$667,505
0.06% of portfolio
|
Q2 2025
Added 14.71%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 24, 2025 Q3 2025 |
13,643
shares
|
$666,869
0.27% of portfolio
|
Q3 2025
Added 0.45%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
13,550
shares
|
$662,324
0.01% of portfolio
|
Q1 2025
Added 6.31%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,546
shares
|
$662,128
0.05% of portfolio
|
Q2 2025
Added 145.84%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
13,334
shares
|
$651,765
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,238
shares
|
$647,073
0.0% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,233
shares
|
$646,829
0.01% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,151
shares
|
$642,820
0.01% of portfolio
|
Q2 2024
Reduced 10.06%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
13,028
shares
|
$636,808
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,783
shares
|
$624,833
0.0% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
12,685
shares
|
$620,042
0.0% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
12,550
shares
|
$613,444
0.04% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
12,065
shares
|
$589,737
0.28% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
11,914
shares
|
$582,356
0.07% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
11,620
shares
|
$567,985
0.0% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
11,507
shares
|
$562,462
0.0% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
11,063
shares
|
$540,759
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,043
shares
|
$539,781
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
11,000
shares
|
$537,680
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,940
shares
|
$534,747
0.2% of portfolio
|
Q1 2022
Reduced 1.8%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,900
shares
|
$532,792
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
10,658
shares
|
$520,963
0.01% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
10,655
shares
|
$520,816
0.58% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
10,498
shares
|
$513,142
0.02% of portfolio
|
Q2 2025
Added 84.56%
|