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 |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
5,130
shares
|
$249,164
0.01% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
5,042
shares
|
$244,889
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
5,037
shares
|
$244,647
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$242,850
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
4,900
shares
|
$237,993
0.0% of portfolio
|
Q2 2025
Added 15.32%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,796
shares
|
$232,941
0.03% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
4,767
shares
|
$231,533
0.01% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
4,675
shares
|
$227,064
0.07% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,648
shares
|
$225,753
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,648
shares
|
$225,753
0.05% of portfolio
|
Q4 2022
Reduced 94.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,604
shares
|
$223,616
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
4,590
shares
|
$222,936
0.0% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
4,552
shares
|
$221,090
0.1% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
4,546
shares
|
$220,799
0.02% of portfolio
|
Q2 2025
Reduced 36.04%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
4,488
shares
|
$217,982
0.02% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
4,452
shares
|
$216,233
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
4,422
shares
|
$214,776
0.02% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
4,379
shares
|
$212,688
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,351
shares
|
$211,328
0.04% of portfolio
|
Q2 2024
Added 7.88%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
4,305
shares
|
$209,093
0.03% of portfolio
|
Q4 2024
Reduced 33.72%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,256
shares
|
$206,713
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,228
shares
|
$205,353
0.01% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
4,200
shares
|
$203,994
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
4,176
shares
|
$202,828
0.0% of portfolio
|
Q2 2025
Reduced 38.22%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
4,131
shares
|
$200,642
0.02% of portfolio
|
Q2 2025
Reduced 4.88%
|