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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
4,256
shares
|
$208,033
0.0% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
4,228
shares
|
$206,664
0.01% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Summa Corp.
Tomball, TX |
Jul 25, 2025 Q2 2025 |
4,200
shares
|
$205,296
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
4,176
shares
|
$204,122
0.0% of portfolio
|
Q4 2024
Added 71.41%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
4,131
shares
|
$201,923
0.02% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
3,955
shares
|
$193,320
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,946
shares
|
$192,880
0.08% of portfolio
|
Q1 2023
Added 0.28%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,901
shares
|
$190,680
0.02% of portfolio
|
Q2 2025
Added 18.97%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
3,812
shares
|
$186,330
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
3,494
shares
|
$170,786
0.01% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
3,436
shares
|
$167,951
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
3,324
shares
|
$162,477
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
2,977
shares
|
$145,515
0.02% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,662
shares
|
$130,118
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,656
shares
|
$129,825
0.0% of portfolio
|
Q2 2025
Added 3024.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,530
shares
|
$123,666
0.0% of portfolio
|
Q1 2020
Added 4.35%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
2,408
shares
|
$117,703
0.06% of portfolio
|
Q1 2025
Reduced 61.03%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,390
shares
|
$116,823
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
2,245
shares
|
$109,735
0.04% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Oct 16, 2025 Q3 2025 |
2,173
shares
|
$106,216
0.07% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
2,168
shares
|
$105,971
0.02% of portfolio
|
Q3 2025
Reduced 46.65%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
2,015
shares
|
$98,493
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,970
shares
|
$96,293
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
1,932
shares
|
$94,436
0.12% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,880
shares
|
$91,894
0.01% of portfolio
|
Q4 2024
New holding
|