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 |
|---|---|---|---|---|---|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,351
shares
|
$207,325
0.05% of portfolio
|
Q2 2024
Added 7.88%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
4,348
shares
|
$207,182
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,321
shares
|
$205,895
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
4,282
shares
|
$204,037
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
4,134
shares
|
$196,985
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,946
shares
|
$188,026
0.08% of portfolio
|
Q1 2023
Added 0.28%
|
|
|
Rice Partnership, LLC
|
Nov 13, 2024 Q3 2024 |
3,435
shares
|
$163,677
0.03% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
3,302
shares
|
$157,340
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
3,216
shares
|
$153,242
0.01% of portfolio
|
Q3 2024
Reduced 73.2%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,662
shares
|
$126,844
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Security National Bank
|
Oct 07, 2024 Q3 2024 |
2,559
shares
|
$121,936
0.02% of portfolio
|
Q3 2024
Added 31.03%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,530
shares
|
$120,554
0.0% of portfolio
|
Q1 2020
Added 4.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 17, 2024 Q3 2024 |
2,500
shares
|
$119,125
0.0% of portfolio
|
Q3 2024
Added 89.39%
|
|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
2,470
shares
|
$117,695
0.01% of portfolio
|
Q3 2024
Reduced 4.34%
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
2,110
shares
|
$100,541
0.05% of portfolio
|
Q1 2021
Reduced 96.67%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
2,030
shares
|
$96,729
0.0% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 29, 2024 Q2 2024 |
2,015
shares
|
$96,014
0.06% of portfolio
|
Q4 2023
Reduced 2.66%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
2,015
shares
|
$96,014
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Nov 08, 2024 Q3 2024 |
1,987
shares
|
$94,680
0.04% of portfolio
|
Q2 2024
Added 9.48%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
1,947
shares
|
$92,774
0.12% of portfolio
|
Q3 2024
Reduced 13.16%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
1,869
shares
|
$89,057
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
1,614
shares
|
$76,907
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
1,547
shares
|
$73,714
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,360
shares
|
$64,804
0.0% of portfolio
|
Q4 2023
Added 0.74%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Oct 15, 2024 Q3 2024 |
1,210
shares
|
$57,656
0.0% of portfolio
|
Q3 2024
Reduced 9.36%
|