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 415 institutions that hold shares in the stock, with a total of 60.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
13,546
shares
|
$657,929
0.05% of portfolio
|
Q2 2025
Added 145.84%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
13,238
shares
|
$642,969
0.0% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,233
shares
|
$642,726
0.01% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,151
shares
|
$638,744
0.01% of portfolio
|
Q2 2024
Reduced 10.06%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
12,918
shares
|
$627,427
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,783
shares
|
$620,870
0.0% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
12,685
shares
|
$616,110
0.0% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
12,550
shares
|
$609,553
0.04% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
12,297
shares
|
$597,265
0.0% of portfolio
|
Q2 2025
Reduced 7.47%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Aug 11, 2025 Q2 2025 |
12,065
shares
|
$585,997
0.28% of portfolio
|
Q2 2025
Reduced 8.94%
|
|
|
Opus Capital Group, LLC
|
Jul 31, 2025 Q2 2025 |
11,914
shares
|
$578,662
0.07% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
11,620
shares
|
$564,383
0.0% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Northwest Capital Management Inc
|
Jul 25, 2025 Q2 2025 |
11,066
shares
|
$537,475
0.31% of portfolio
|
Q2 2025
Added 3.97%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
11,063
shares
|
$537,329
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,043
shares
|
$536,358
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ieq Capital, LLC
|
Aug 14, 2025 Q2 2025 |
11,000
shares
|
$534,270
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,940
shares
|
$531,355
0.2% of portfolio
|
Q1 2022
Reduced 1.8%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,900
shares
|
$529,413
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
10,658
shares
|
$517,659
0.01% of portfolio
|
Q2 2025
Reduced 0.75%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
10,498
shares
|
$509,887
0.02% of portfolio
|
Q2 2025
Added 84.56%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,478
shares
|
$508,916
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
10,424
shares
|
$506,293
0.19% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
10,046
shares
|
$487,934
0.02% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
10,008
shares
|
$486,088
0.04% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,896
shares
|
$480,648
0.0% of portfolio
|
Q2 2025
Reduced 47.54%
|