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 388 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Nov 07, 2024 Q3 2024 |
5,471
shares
|
$260,693
0.19% of portfolio
|
Q1 2024
Added 2660.3%
|
|
|
Rede Wealth, LLC
|
Oct 18, 2024 Q3 2024 |
5,461
shares
|
$260,216
0.1% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
5,432
shares
|
$258,834
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
5,355
shares
|
$255,165
0.19% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
5,325
shares
|
$253,736
0.05% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
5,322
shares
|
$253,593
0.01% of portfolio
|
Q3 2023
Reduced 9.49%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
5,296
shares
|
$252,354
0.02% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
5,249
shares
|
$250,114
0.09% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
5,104
shares
|
$243,205
0.1% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
5,072
shares
|
$241,680
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
5,042
shares
|
$240,251
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
4,912
shares
|
$234,056
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,810
shares
|
$229,196
0.12% of portfolio
|
Q1 2020
New holding
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
4,771
shares
|
$227,338
0.08% of portfolio
|
Q3 2024
Reduced 33.92%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
4,659
shares
|
$222,001
0.03% of portfolio
|
Q2 2024
Added 3.26%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,648
shares
|
$221,477
0.05% of portfolio
|
Q4 2022
Reduced 94.81%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,648
shares
|
$221,477
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,563
shares
|
$217,426
0.02% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,521
shares
|
$215,425
0.01% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,491
shares
|
$213,996
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,410
shares
|
$210,136
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Sfmg, LLC
|
Nov 25, 2024 Q3 2024 |
4,403
shares
|
$209,802
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
4,392
shares
|
$209,278
0.04% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
4,379
shares
|
$208,659
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,378
shares
|
$208,611
0.01% of portfolio
|
Q3 2024
Reduced 39.92%
|