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 415 institutions that hold shares in the stock, with a total of 60.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
4,064
shares
|
$197,388
0.03% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
3,955
shares
|
$192,094
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,946
shares
|
$191,657
0.08% of portfolio
|
Q1 2023
Added 0.28%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Aug 08, 2025 Q2 2025 |
3,901
shares
|
$189,471
0.02% of portfolio
|
Q2 2025
Added 18.97%
|
|
|
Rice Partnership, LLC
|
Jul 24, 2025 Q2 2025 |
3,812
shares
|
$185,148
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,447
shares
|
$167,420
0.01% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
3,431
shares
|
$166,643
0.03% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Financial Advisory Service, Inc.
|
Aug 14, 2025 Q2 2025 |
3,324
shares
|
$161,446
0.01% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
2,977
shares
|
$144,592
0.02% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,662
shares
|
$129,293
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,656
shares
|
$129,001
0.0% of portfolio
|
Q2 2025
Added 3024.71%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,530
shares
|
$122,882
0.0% of portfolio
|
Q1 2020
Added 4.35%
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Jul 25, 2025 Q2 2025 |
2,408
shares
|
$116,956
0.06% of portfolio
|
Q1 2025
Reduced 61.03%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,382
shares
|
$115,693
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
2,245
shares
|
$109,039
0.04% of portfolio
|
Q2 2025
Added 4.86%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 15, 2025 Q2 2025 |
2,173
shares
|
$105,542
0.07% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
2,015
shares
|
$97,868
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,970
shares
|
$95,682
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Clear Investment Research, LLC
|
Aug 04, 2025 Q2 2025 |
1,932
shares
|
$93,837
0.12% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,880
shares
|
$91,311
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
1,869
shares
|
$90,777
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
1,748
shares
|
$84,900
0.0% of portfolio
|
Q2 2025
Added 1394.02%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
1,547
shares
|
$75,137
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
1,442
shares
|
$70,037
0.0% of portfolio
|
Q1 2025
Reduced 38.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,360
shares
|
$66,055
0.0% of portfolio
|
Q4 2023
Added 0.74%
|