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 |
---|---|---|---|---|---|
Strategic Financial Partners, Ltd.
Bend, OR |
Jul 24, 2024 Q2 2024 |
8,157
shares
|
$392,759
0.21% of portfolio
|
Q2 2024
Reduced 26.19%
|
|
Hohimer Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
7,578
shares
|
$364,880
0.08% of portfolio
|
Q2 2024
Reduced 22.96%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
7,458
shares
|
$359,102
0.02% of portfolio
|
Q2 2024
Added 23.42%
|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
7,385
shares
|
$355,587
0.34% of portfolio
|
Q3 2024
Reduced 63.81%
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
7,287
shares
|
$350,869
0.03% of portfolio
|
Q2 2024
Reduced 15.98%
|
|
Green Square Capital Advisors LLC
|
Aug 14, 2024 Q2 2024 |
7,225
shares
|
$347,883
0.05% of portfolio
|
Q1 2024
Reduced 19.14%
|
|
Spirit Of America Management Corp
|
Jul 25, 2024 Q2 2024 |
7,081
shares
|
$340,950
0.07% of portfolio
|
Q2 2024
Added 424.52%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 19, 2024 Q2 2024 |
7,035
shares
|
$338,735
0.0% of portfolio
|
Q2 2024
Reduced 10.68%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 02, 2024 Q2 2024 |
7,033
shares
|
$338,638
0.0% of portfolio
|
Q1 2024
Reduced 68.35%
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Aug 01, 2024 Q2 2024 |
7,027
shares
|
$338,350
0.08% of portfolio
|
Q2 2024
Added 0.62%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 15, 2024 Q2 2024 |
6,883
shares
|
$331,416
0.01% of portfolio
|
Q2 2024
New holding
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Aug 12, 2024 Q2 2024 |
6,736
shares
|
$324,338
0.06% of portfolio
|
Q3 2023
Reduced 32.23%
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
6,599
shares
|
$317,741
0.1% of portfolio
|
Q2 2024
Added 3.45%
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
6,567
shares
|
$316,201
0.15% of portfolio
|
Q3 2024
Added 0.69%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
6,410
shares
|
$308,641
0.0% of portfolio
|
Q2 2024
Added 0.87%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,408
shares
|
$308,545
0.02% of portfolio
|
Q4 2023
Added 2.99%
|
|
Provident Investment Management, Inc.
Novi, MI |
Aug 07, 2024 Q2 2024 |
6,400
shares
|
$308,160
0.03% of portfolio
|
Q4 2022
Reduced 0.19%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
6,232
shares
|
$300,070
0.05% of portfolio
|
Q2 2024
Added 3.04%
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
6,115
shares
|
$294,437
0.22% of portfolio
|
Q4 2023
New holding
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
6,000
shares
|
$288,900
0.03% of portfolio
|
Q4 2020
New holding
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,954
shares
|
$286,685
0.06% of portfolio
|
Q3 2024
Reduced 28.92%
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
5,809
shares
|
$279,703
0.02% of portfolio
|
Q2 2024
Added 0.5%
|
|
Traynor Capital Management, Inc.
|
Jul 24, 2024 Q2 2024 |
5,801
shares
|
$279,318
0.02% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
5,762
shares
|
$277,440
0.0% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
5,621
shares
|
$270,651
0.02% of portfolio
|
Q2 2024
Added 30.48%
|