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 |
|---|---|---|---|---|---|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Nov 13, 2024 Q3 2024 |
1,198
shares
|
$57,084
0.04% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
1,195
shares
|
$56,941
0.0% of portfolio
|
Q4 2023
Added 167.36%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,165
shares
|
$55,512
0.0% of portfolio
|
Q3 2024
Reduced 39.54%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Nov 08, 2024 Q3 2024 |
1,129
shares
|
$53,796
0.0% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
1,113
shares
|
$53,034
0.0% of portfolio
|
Q3 2024
Added 14.15%
|
|
|
Larson Financial Group LLC
|
Nov 12, 2024 Q3 2024 |
1,012
shares
|
$48,221
0.0% of portfolio
|
Q2 2024
Added 386.54%
|
|
|
Archer Investment Corp
|
Nov 06, 2024 Q3 2024 |
996
shares
|
$47,459
0.01% of portfolio
|
Q3 2024
Added 6.41%
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
992
shares
|
$47,268
0.0% of portfolio
|
Q3 2024
Added 40.71%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
933
shares
|
$44,457
0.01% of portfolio
|
Q3 2024
Reduced 11.73%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
837
shares
|
$39,883
0.0% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
780
shares
|
$37,167
0.0% of portfolio
|
Q3 2024
Added 590.27%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
749
shares
|
$35,689
0.0% of portfolio
|
Q2 2024
Added 77.07%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
684
shares
|
$32,592
0.0% of portfolio
|
Q2 2023
Added 0.59%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
646
shares
|
$30,781
0.0% of portfolio
|
Q2 2024
Reduced 27.25%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
636
shares
|
$30,305
0.01% of portfolio
|
Q3 2024
Added 4.78%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
575
shares
|
$27,398
0.0% of portfolio
|
Q4 2022
Reduced 8.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
571
shares
|
$27,208
0.0% of portfolio
|
Q3 2024
Added 18.96%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
532
shares
|
$25,349
0.01% of portfolio
|
Q4 2023
Reduced 18.15%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
529
shares
|
$25,206
0.01% of portfolio
|
Q3 2024
Added 0.95%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
507
shares
|
$24,158
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
501
shares
|
$23,872
0.0% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
|
Transcendent Capital Group LLC
Edmond, OK |
Nov 01, 2024 Q3 2024 |
498
shares
|
$23,729
0.01% of portfolio
|
Q3 2024
Added 1.01%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
488
shares
|
$23,253
0.0% of portfolio
|
Q2 2024
Reduced 74.41%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
472
shares
|
$22,490
0.01% of portfolio
|
Q4 2023
Reduced 63.24%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
464
shares
|
$22,109
0.0% of portfolio
|
Q3 2024
Reduced 14.39%
|