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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
10,478
shares
|
$512,164
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
10,424
shares
|
$509,525
0.18% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
10,046
shares
|
$491,048
0.02% of portfolio
|
Q2 2025
Added 12.74%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
10,008
shares
|
$489,191
0.04% of portfolio
|
Q2 2025
Reduced 12.53%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
9,890
shares
|
$483,423
0.07% of portfolio
|
Q2 2025
Reduced 11.38%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
9,881
shares
|
$482,983
0.33% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
9,821
shares
|
$480,050
0.02% of portfolio
|
Q2 2025
Reduced 3.53%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,763
shares
|
$477,215
0.01% of portfolio
|
Q1 2024
Reduced 64.71%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
9,536
shares
|
$466,119
0.04% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
9,482
shares
|
$463,480
0.0% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,460
shares
|
$462,404
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
|
$459,472
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
9,000
shares
|
$439,920
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
|
$433,418
0.1% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
8,619
shares
|
$421,296
0.12% of portfolio
|
Q2 2025
Added 25.35%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
8,198
shares
|
$400,718
0.06% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
7,849
shares
|
$383,659
0.02% of portfolio
|
Q2 2025
Reduced 2.83%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 25, 2025 Q2 2025 |
7,732
shares
|
$377,940
0.0% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Jul 30, 2025 Q2 2025 |
7,730
shares
|
$377,842
0.08% of portfolio
|
Q2 2025
Reduced 24.62%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,629
shares
|
$372,905
0.0% of portfolio
|
Q3 2025
Reduced 22.91%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
7,331
shares
|
$358,339
0.07% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
7,202
shares
|
$352,033
0.07% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
7,190
shares
|
$351,447
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
7,122
shares
|
$348,123
0.09% of portfolio
|
Q2 2025
Reduced 11.91%
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 28, 2025 Q2 2025 |
7,047
shares
|
$344,457
0.1% of portfolio
|
Q2 2025
New holding
|