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 414 institutions that hold shares in the stock, with a total of 62.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
6,228
shares
|
$300,936
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Feb 04, 2025 Q4 2024 |
6,179
shares
|
$298,569
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
6,115
shares
|
$295,476
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Hohimer Wealth Management, LLC
|
Feb 14, 2025 Q4 2024 |
6,032
shares
|
$291,466
0.06% of portfolio
|
Q4 2024
Reduced 10.13%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Jan 24, 2025 Q4 2024 |
6,024
shares
|
$291,079
0.15% of portfolio
|
Q4 2024
Added 4.11%
|
|
|
Rede Wealth, LLC
|
Jan 28, 2025 Q4 2024 |
5,986
shares
|
$289,243
0.11% of portfolio
|
Q4 2024
Added 9.61%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
5,972
shares
|
$288,567
0.02% of portfolio
|
Q4 2024
Added 12.76%
|
|
|
Wealth Architects, LLC
|
Feb 10, 2025 Q4 2024 |
5,833
shares
|
$281,850
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
5,669
shares
|
$273,926
0.11% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Feb 13, 2025 Q4 2024 |
5,640
shares
|
$272,524
0.25% of portfolio
|
Q4 2023
Added 30.14%
|
|
|
Walter & Keenan Wealth Management LLC
|
Jan 29, 2025 Q4 2024 |
5,540
shares
|
$267,692
0.08% of portfolio
|
Q2 2023
Reduced 17.8%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Feb 07, 2025 Q4 2024 |
5,539
shares
|
$267,644
0.08% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Flynn Zito Capital Management, LLC
|
Feb 04, 2025 Q4 2024 |
5,538
shares
|
$267,596
0.13% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
5,503
shares
|
$265,904
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Essex Savings Bank
|
Jan 14, 2025 Q4 2024 |
5,470
shares
|
$264,310
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
5,434
shares
|
$262,570
0.0% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
5,432
shares
|
$262,474
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Feb 12, 2025 Q4 2024 |
5,319
shares
|
$257,014
0.09% of portfolio
|
Q4 2024
Added 1.33%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
5,219
shares
|
$252,182
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
5,173
shares
|
$249,959
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
5,058
shares
|
$244,402
0.0% of portfolio
|
Q4 2024
Reduced 14.99%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Jan 22, 2025 Q4 2024 |
5,042
shares
|
$243,629
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Abound Financial, LLC
Granite Bay, CA |
Feb 03, 2025 Q4 2024 |
4,956
shares
|
$239,473
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jan 22, 2025 Q4 2024 |
4,942
shares
|
$238,797
0.01% of portfolio
|
Q4 2024
Reduced 16.24%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
4,918
shares
|
$237,637
0.02% of portfolio
|
Q1 2025
Added 0.1%
|