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 61.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
6,634
shares
|
$321,085
0.06% of portfolio
|
Q1 2025
Reduced 11.98%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,408
shares
|
$310,147
0.02% of portfolio
|
Q4 2023
Added 2.99%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
6,228
shares
|
$301,435
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6,183
shares
|
$299,257
0.01% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
6,115
shares
|
$295,966
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
5,992
shares
|
$290,012
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
5,990
shares
|
$289,916
0.06% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
5,895
shares
|
$285,318
0.0% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
5,833
shares
|
$282,317
0.1% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
May 12, 2025 Q1 2025 |
5,760
shares
|
$278,784
0.3% of portfolio
|
Q1 2025
Reduced 4.64%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
5,688
shares
|
$275,299
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Apr 07, 2025 Q1 2025 |
5,669
shares
|
$274,379
0.11% of portfolio
|
Q4 2024
Added 11.07%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
5,640
shares
|
$272,976
0.26% of portfolio
|
Q4 2023
Added 30.14%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
5,544
shares
|
$268,329
0.13% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Smith & Howard Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
5,543
shares
|
$268,281
0.07% of portfolio
|
Q1 2025
Reduced 61.87%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
5,540
shares
|
$268,136
0.08% of portfolio
|
Q2 2023
Reduced 17.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,510
shares
|
$266,684
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
5,506
shares
|
$266,490
0.02% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
5,498
shares
|
$266,103
0.09% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Essex Savings Bank
|
Apr 21, 2025 Q1 2025 |
5,470
shares
|
$264,748
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 14, 2025 Q1 2025 |
5,432
shares
|
$262,908
0.14% of portfolio
|
Q4 2021
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
5,425
shares
|
$262,570
0.02% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
5,219
shares
|
$252,599
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
5,173
shares
|
$250,373
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
5,042
shares
|
$244,032
0.17% of portfolio
|
Q4 2023
New holding
|