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 |
|---|---|---|---|---|---|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,662
shares
|
$128,840
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,530
shares
|
$122,452
0.0% of portfolio
|
Q1 2020
Added 4.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
2,490
shares
|
$120,516
0.0% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
2,408
shares
|
$116,547
0.07% of portfolio
|
Q1 2025
Reduced 61.03%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
2,382
shares
|
$115,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
May 14, 2025 Q1 2025 |
2,173
shares
|
$105,173
0.08% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
2,141
shares
|
$103,624
0.04% of portfolio
|
Q1 2025
Added 115.39%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
2,015
shares
|
$97,526
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,970
shares
|
$95,348
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1,922
shares
|
$93,024
0.12% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
1,880
shares
|
$90,992
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,869
shares
|
$90,459
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,714
shares
|
$82,957
0.0% of portfolio
|
Q1 2025
Added 50.35%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,701
shares
|
$82,328
0.0% of portfolio
|
Q1 2025
Reduced 36.88%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,547
shares
|
$74,874
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
1,442
shares
|
$69,792
0.0% of portfolio
|
Q1 2025
Reduced 38.69%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,382
shares
|
$66,888
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,360
shares
|
$65,824
0.0% of portfolio
|
Q4 2023
Added 0.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,258
shares
|
$60,887
0.0% of portfolio
|
Q1 2025
Added 223.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,195
shares
|
$57,838
0.0% of portfolio
|
Q4 2023
Added 167.36%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,110
shares
|
$53,724
0.01% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
1,095
shares
|
$52,998
0.04% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,075
shares
|
$52,030
0.02% of portfolio
|
Q4 2024
Reduced 45.9%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
992
shares
|
$48,012
0.0% of portfolio
|
Q3 2024
Added 40.71%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
May 01, 2025 Q1 2025 |
936
shares
|
$45,302
0.04% of portfolio
|
Q1 2025
New holding
|