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 388 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Williams & Novak, LLC
Westlake Village, CA |
Oct 07, 2024 Q3 2024 |
7,385
shares
|
$351,895
0.34% of portfolio
|
Q3 2024
Reduced 63.81%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
7,234
shares
|
$344,700
0.0% of portfolio
|
Q3 2024
Reduced 27.32%
|
|
|
Spirit Of America Management Corp
|
Oct 23, 2024 Q3 2024 |
6,997
shares
|
$333,407
0.07% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 24, 2024 Q3 2024 |
6,983
shares
|
$332,739
0.08% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 08, 2024 Q3 2024 |
6,736
shares
|
$320,970
0.06% of portfolio
|
Q3 2023
Reduced 32.23%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
6,725
shares
|
$320,446
0.01% of portfolio
|
Q3 2024
Added 54.81%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
6,712
shares
|
$319,826
0.07% of portfolio
|
Q3 2024
Reduced 11.43%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
6,635
shares
|
$316,157
0.03% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2024 Q3 2024 |
6,567
shares
|
$312,917
0.15% of portfolio
|
Q3 2024
Added 0.69%
|
|
|
Green Square Capital Advisors LLC
|
Nov 07, 2024 Q3 2024 |
6,495
shares
|
$309,486
0.04% of portfolio
|
Q3 2024
Reduced 10.1%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,408
shares
|
$305,341
0.02% of portfolio
|
Q4 2023
Added 2.99%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Oct 10, 2024 Q3 2024 |
6,115
shares
|
$291,379
0.22% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Nov 04, 2024 Q3 2024 |
6,101
shares
|
$290,712
0.04% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
6,040
shares
|
$287,806
0.02% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Nov 06, 2024 Q3 2024 |
6,000
shares
|
$285,900
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
5,954
shares
|
$283,708
0.06% of portfolio
|
Q3 2024
Reduced 28.92%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
5,950
shares
|
$283,517
0.01% of portfolio
|
Q3 2024
Reduced 20.22%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
5,900
shares
|
$281,135
0.02% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Modera Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
5,829
shares
|
$277,751
0.0% of portfolio
|
Q3 2024
Reduced 9.06%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
5,786
shares
|
$275,702
0.15% of portfolio
|
Q3 2024
Added 1.58%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
5,580
shares
|
$265,887
0.02% of portfolio
|
Q3 2024
Added 4.22%
|
|
|
Walter & Keenan Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
5,540
shares
|
$263,981
0.08% of portfolio
|
Q2 2023
Reduced 17.8%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 06, 2024 Q3 2024 |
5,539
shares
|
$263,933
0.08% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
5,528
shares
|
$263,409
0.13% of portfolio
|
Q3 2024
Added 10.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
5,512
shares
|
$262,646
0.0% of portfolio
|
Q3 2024
Reduced 4.34%
|