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 |
|---|---|---|---|---|---|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
5,368
shares
|
$262,387
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,245
shares
|
$256,375
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
5,210
shares
|
$254,664
0.02% of portfolio
|
Q2 2025
Added 4.68%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
5,060
shares
|
$247,332
0.24% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Aug 07, 2025 Q2 2025 |
5,042
shares
|
$246,452
0.16% of portfolio
|
Q4 2023
New holding
|
|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
5,012
shares
|
$244,986
0.04% of portfolio
|
Q3 2025
Reduced 3.87%
|
|
|
Bcs Private Wealth Management, Inc.
Rumson, NJ |
Aug 14, 2025 Q2 2025 |
5,000
shares
|
$244,400
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 25, 2025 Q2 2025 |
4,930
shares
|
$240,978
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
4,900
shares
|
$239,512
0.0% of portfolio
|
Q2 2025
Added 15.32%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,796
shares
|
$234,428
0.03% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
4,789
shares
|
$234,086
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
4,767
shares
|
$233,010
0.01% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,648
shares
|
$227,194
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,648
shares
|
$227,194
0.05% of portfolio
|
Q4 2022
Reduced 94.81%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
4,604
shares
|
$225,043
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
4,590
shares
|
$224,359
0.0% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2025 Q2 2025 |
4,552
shares
|
$222,501
0.1% of portfolio
|
Q2 2025
Reduced 17.89%
|
|
|
Wealth Architects, LLC
|
Jul 25, 2025 Q2 2025 |
4,546
shares
|
$222,208
0.02% of portfolio
|
Q2 2025
Reduced 36.04%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
4,515
shares
|
$220,693
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
4,478
shares
|
$218,884
0.06% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
4,465
shares
|
$218,249
0.02% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
4,452
shares
|
$217,613
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Aug 12, 2025 Q2 2025 |
4,379
shares
|
$214,045
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,351
shares
|
$212,676
0.04% of portfolio
|
Q2 2024
Added 7.88%
|
|
|
Green Square Capital Advisors LLC
|
Jul 30, 2025 Q2 2025 |
4,305
shares
|
$210,428
0.03% of portfolio
|
Q4 2024
Reduced 33.72%
|