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 418 institutions that hold shares in the stock, with a total of 61.9 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 |
|---|---|---|---|---|---|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
1,529
shares
|
$74,737
0.04% of portfolio
|
Q3 2025
Reduced 36.5%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
1,442
shares
|
$70,484
0.0% of portfolio
|
Q1 2025
Reduced 38.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,360
shares
|
$66,476
0.0% of portfolio
|
Q4 2023
Added 0.74%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
1,195
shares
|
$58,411
0.0% of portfolio
|
Q4 2023
Added 167.36%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,113
shares
|
$54,403
0.0% of portfolio
|
Q2 2025
Reduced 35.06%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
1,110
shares
|
$54,256
0.01% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Oct 24, 2025 Q3 2025 |
1,075
shares
|
$52,546
0.02% of portfolio
|
Q4 2024
Reduced 45.9%
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
992
shares
|
$48,488
0.0% of portfolio
|
Q3 2024
Added 40.71%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
956
shares
|
$46,729
0.04% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
943
shares
|
$46,093
0.0% of portfolio
|
Q2 2025
Reduced 44.56%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
779
shares
|
$38,077
0.0% of portfolio
|
Q1 2025
Reduced 32.96%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
762
shares
|
$37,246
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
760
shares
|
$37,148
0.0% of portfolio
|
Q1 2025
Added 75900.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
721
shares
|
$35,242
0.0% of portfolio
|
Q3 2025
Added 174.14%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
706
shares
|
$34,509
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
698
shares
|
$34,118
0.0% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
684
shares
|
$33,433
0.0% of portfolio
|
Q2 2023
Added 0.59%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
669
shares
|
$32,700
0.0% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Aug 01, 2025 Q2 2025 |
643
shares
|
$31,429
0.01% of portfolio
|
Q2 2025
Reduced 53.47%
|
|
|
Longview Financial Advisors LLC
San Rafael, CA |
Aug 06, 2025 Q2 2025 |
619
shares
|
$30,256
0.02% of portfolio
|
Q2 2025
Reduced 86.99%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
582
shares
|
$28,448
0.0% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Aug 12, 2025 Q2 2025 |
575
shares
|
$28,106
0.0% of portfolio
|
Q4 2022
Reduced 8.0%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Jul 31, 2025 Q2 2025 |
540
shares
|
$26,395
0.01% of portfolio
|
Q2 2025
Added 14.41%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
519
shares
|
$25,368
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Pacifica Partners Inc.
|
Oct 08, 2025 Q3 2025 |
510
shares
|
$24,928
0.01% of portfolio
|
Q3 2025
Added 1.19%
|