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 |
|---|---|---|---|---|---|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
9,890
shares
|
$480,357
0.07% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Jul 24, 2025 Q2 2025 |
9,881
shares
|
$479,920
0.36% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
9,821
shares
|
$477,005
0.02% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,763
shares
|
$474,188
0.01% of portfolio
|
Q1 2024
Reduced 64.71%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
9,536
shares
|
$463,163
0.04% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
9,482
shares
|
$460,540
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,460
shares
|
$459,472
0.06% of portfolio
|
Q2 2025
Reduced 32.36%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
9,400
shares
|
$456,558
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,000
shares
|
$437,130
0.03% of portfolio
|
Q4 2023
Reduced 14.04%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 13, 2025 Q2 2025 |
8,867
shares
|
$430,670
0.1% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
8,619
shares
|
$418,624
0.12% of portfolio
|
Q2 2025
Added 25.35%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jul 29, 2025 Q2 2025 |
8,591
shares
|
$417,264
0.24% of portfolio
|
Q2 2025
Reduced 57.41%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
8,207
shares
|
$398,613
0.0% of portfolio
|
Q2 2025
Reduced 31.27%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
8,198
shares
|
$398,176
0.06% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,849
shares
|
$381,225
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,732
shares
|
$375,543
0.0% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
7,730
shares
|
$375,446
0.08% of portfolio
|
Q2 2025
Reduced 24.62%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
7,372
shares
|
$358,058
0.07% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
7,190
shares
|
$349,218
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
7,160
shares
|
$347,761
0.08% of portfolio
|
Q2 2025
Reduced 13.91%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
7,122
shares
|
$345,915
0.09% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
7,047
shares
|
$342,272
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Spirit Of America Management Corp
|
Jul 29, 2025 Q2 2025 |
7,006
shares
|
$340,281
0.07% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
6,851
shares
|
$332,753
0.06% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
6,794
shares
|
$329,984
0.12% of portfolio
|
Q2 2025
Added 19.84%
|