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 |
|---|---|---|---|---|---|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
5,018
shares
|
$242,871
0.04% of portfolio
|
Q1 2025
Reduced 76.2%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
4,977
shares
|
$240,886
0.02% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Patriot Investment Management Inc.
|
Apr 16, 2025 Q1 2025 |
4,918
shares
|
$238,031
0.02% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
4,810
shares
|
$232,804
0.11% of portfolio
|
Q1 2020
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,800
shares
|
$232,320
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,796
shares
|
$232,126
0.03% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,648
shares
|
$224,963
0.05% of portfolio
|
Q4 2022
Reduced 94.81%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,648
shares
|
$224,963
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
4,643
shares
|
$224,721
0.07% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
4,391
shares
|
$212,524
0.0% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
May 12, 2025 Q1 2025 |
4,381
shares
|
$212,040
0.02% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
4,379
shares
|
$211,943
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,351
shares
|
$210,588
0.05% of portfolio
|
Q2 2024
Added 7.88%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
4,343
shares
|
$210,201
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,305
shares
|
$208,362
0.03% of portfolio
|
Q4 2024
Reduced 33.72%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,249
shares
|
$205,651
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,232
shares
|
$204,828
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Apr 23, 2025 Q1 2025 |
4,231
shares
|
$204,780
0.04% of portfolio
|
Q4 2024
Added 65.34%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,160
shares
|
$201,344
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,946
shares
|
$190,986
0.08% of portfolio
|
Q1 2023
Added 0.28%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,447
shares
|
$166,834
0.01% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Valley National Advisers Inc
|
Apr 25, 2025 Q1 2025 |
3,426
shares
|
$165,818
0.03% of portfolio
|
Q1 2025
Reduced 21.1%
|
|
|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
3,322
shares
|
$160,784
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,279
shares
|
$158,703
0.02% of portfolio
|
Q1 2025
Reduced 16.61%
|
|
|
Bfsg, LLC
|
Apr 17, 2025 Q1 2025 |
2,922
shares
|
$141,424
0.02% of portfolio
|
Q1 2025
Added 2.53%
|