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 |
|---|---|---|---|---|---|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
6,861
shares
|
$335,365
0.0% of portfolio
|
Q3 2025
Reduced 16.4%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Jul 29, 2025 Q2 2025 |
6,851
shares
|
$334,876
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
|
$332,090
0.12% of portfolio
|
Q2 2025
Added 19.84%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
6,759
shares
|
$330,379
0.14% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,629
shares
|
$324,025
0.0% of portfolio
|
Q3 2025
Added 4.25%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
6,598
shares
|
$322,510
0.05% of portfolio
|
Q2 2025
Reduced 32.79%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
6,577
shares
|
$321,483
0.03% of portfolio
|
Q2 2025
Reduced 38.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
6,540
shares
|
$319,675
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
6,454
shares
|
$315,471
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
6,442
shares
|
$314,884
0.4% of portfolio
|
Q2 2025
Added 24.53%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,408
shares
|
$313,223
0.02% of portfolio
|
Q4 2023
Added 2.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,325
shares
|
$309,166
0.01% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
6,115
shares
|
$298,901
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
6,104
shares
|
$298,363
0.22% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
6,038
shares
|
$295,137
0.01% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,992
shares
|
$292,888
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
5,690
shares
|
$278,127
0.08% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
5,640
shares
|
$275,683
0.24% of portfolio
|
Q4 2023
Added 30.14%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,543
shares
|
$270,941
0.08% of portfolio
|
Q1 2025
Reduced 61.87%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
5,540
shares
|
$270,795
0.08% of portfolio
|
Q2 2023
Reduced 17.8%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
5,520
shares
|
$269,817
0.05% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,470
shares
|
$267,373
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
5,432
shares
|
$265,516
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
5,425
shares
|
$265,174
0.02% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
5,409
shares
|
$264,391
0.1% of portfolio
|
Q2 2025
Reduced 7.27%
|