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 414 institutions that hold shares in the stock, with a total of 62.5 Million shares, which have been reported (via 13F filing form) to have a value of $3.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
3,321
shares
|
$160,470
0.01% of portfolio
|
Q4 2024
Reduced 40.48%
|
|
|
Peterson Wealth Services
|
Jan 29, 2025 Q4 2024 |
3,135
shares
|
$151,483
0.05% of portfolio
|
Q4 2024
Reduced 5.06%
|
|
|
Bfsg, LLC
|
Jan 31, 2025 Q4 2024 |
2,850
shares
|
$137,712
0.02% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
2,695
shares
|
$130,222
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,662
shares
|
$128,627
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,530
shares
|
$122,249
0.0% of portfolio
|
Q1 2020
Added 4.35%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
2,520
shares
|
$121,766
0.0% of portfolio
|
Q4 2024
Added 0.8%
|
|
|
Cx Institutional
|
Apr 15, 2025 Q1 2025 |
2,382
shares
|
$115,098
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
2,352
shares
|
$113,648
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
2,210
shares
|
$106,787
0.01% of portfolio
|
Q4 2024
Added 136.87%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Feb 13, 2025 Q4 2024 |
2,173
shares
|
$104,999
0.07% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Apr 11, 2025 Q1 2025 |
2,141
shares
|
$103,453
0.04% of portfolio
|
Q1 2025
Added 115.39%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
2,110
shares
|
$101,955
0.05% of portfolio
|
Q1 2021
Reduced 96.67%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
2,015
shares
|
$97,364
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Apr 16, 2025 Q1 2025 |
1,970
shares
|
$95,190
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Clear Investment Research, LLC
|
Feb 11, 2025 Q4 2024 |
1,955
shares
|
$94,465
0.12% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
1,880
shares
|
$90,841
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
1,869
shares
|
$90,310
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Feb 14, 2025 Q4 2024 |
1,547
shares
|
$74,751
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,360
shares
|
$65,715
0.0% of portfolio
|
Q4 2023
Added 0.74%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,258
shares
|
$60,786
0.0% of portfolio
|
Q1 2025
Added 223.39%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Feb 11, 2025 Q4 2024 |
1,198
shares
|
$57,887
0.04% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,195
shares
|
$57,742
0.0% of portfolio
|
Q4 2023
Added 167.36%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
1,162
shares
|
$56,147
0.0% of portfolio
|
Q4 2024
Added 38.83%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jan 17, 2025 Q4 2024 |
1,143
shares
|
$55,229
0.0% of portfolio
|
Q4 2024
Added 1.24%
|