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 415 institutions that hold shares in the stock, with a total of 60.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
6,709
shares
|
$325,856
0.15% of portfolio
|
Q2 2025
Added 0.74%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
6,598
shares
|
$320,464
0.05% of portfolio
|
Q2 2025
Reduced 32.79%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
6,577
shares
|
$319,444
0.03% of portfolio
|
Q2 2025
Reduced 38.9%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
6,540
shares
|
$317,647
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Paul Damon & Associates, Inc.
Grand Rapids, MI |
Jul 30, 2025 Q2 2025 |
6,454
shares
|
$313,470
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Curat Global, LLC
Springfield, NH |
Aug 01, 2025 Q2 2025 |
6,442
shares
|
$312,887
0.4% of portfolio
|
Q2 2025
Added 24.53%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,408
shares
|
$311,236
0.02% of portfolio
|
Q4 2023
Added 2.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,359
shares
|
$308,856
0.01% of portfolio
|
Q2 2025
Added 405.48%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,325
shares
|
$307,205
0.01% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
6,115
shares
|
$297,005
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
6,088
shares
|
$295,694
0.21% of portfolio
|
Q2 2025
Added 455.98%
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
5,992
shares
|
$291,031
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Jul 23, 2025 Q2 2025 |
5,640
shares
|
$273,934
0.24% of portfolio
|
Q4 2023
Added 30.14%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
5,570
shares
|
$270,534
0.09% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
5,560
shares
|
$270,049
0.27% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,543
shares
|
$269,223
0.08% of portfolio
|
Q1 2025
Reduced 61.87%
|
|
|
Walter & Keenan Wealth Management LLC
|
Aug 11, 2025 Q2 2025 |
5,540
shares
|
$269,077
0.08% of portfolio
|
Q2 2023
Reduced 17.8%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
5,520
shares
|
$268,106
0.05% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,470
shares
|
$265,677
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
5,432
shares
|
$263,832
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
5,425
shares
|
$263,492
0.02% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Rede Wealth, LLC
|
Aug 04, 2025 Q2 2025 |
5,409
shares
|
$262,715
0.1% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
5,368
shares
|
$260,723
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,214
shares
|
$253,243
0.04% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
5,210
shares
|
$253,049
0.02% of portfolio
|
Q2 2025
Added 4.68%
|