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 409 institutions that hold shares in the stock, with a total of 62.2 Million shares, which have been reported (via 13F filing form) to have a value of $3 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
256
shares
|
$12,369
0.0% of portfolio
|
Q4 2024
New holding
|
|
General Partner, Inc.
Pittsburgh, PA |
Apr 04, 2025 Q1 2025 |
245
shares
|
$11,838
0.01% of portfolio
|
Q4 2024
New holding
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
220
shares
|
$10,630
0.01% of portfolio
|
Q4 2024
New holding
|
|
Park Square Financial Group, LLC
Roswell, GA |
Feb 28, 2025 Q4 2024 |
206
shares
|
$9,953
0.01% of portfolio
|
Q4 2024
New holding
|
|
Townsend Asset Management Corp
|
Feb 06, 2025 Q4 2024 |
185
shares
|
$8,939
0.0% of portfolio
|
Q4 2023
New holding
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
169
shares
|
$8,166
0.0% of portfolio
|
Q3 2024
Reduced 77.32%
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
168
shares
|
$8,117
0.0% of portfolio
|
Q4 2024
Reduced 31.43%
|
|
Clearstead Trust, LLC
Portland, ME |
Feb 10, 2025 Q4 2024 |
163
shares
|
$7,876
0.0% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
150
shares
|
$7,248
0.0% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jan 29, 2025 Q4 2024 |
109
shares
|
$5,266
0.0% of portfolio
|
Q4 2024
Added 1.87%
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Feb 07, 2025 Q4 2024 |
108
shares
|
$5,218
0.0% of portfolio
|
Q4 2024
New holding
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
100
shares
|
$4,832
0.0% of portfolio
|
Q4 2023
Reduced 66.78%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
92
shares
|
$4,445
0.0% of portfolio
|
Q4 2022
Reduced 55.34%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
87
shares
|
$4,203
0.0% of portfolio
|
Q4 2023
Added 1.16%
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
85
shares
|
$4,107
0.0% of portfolio
|
Q1 2025
Reduced 19.05%
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
80
shares
|
$3,865
0.0% of portfolio
|
Q4 2024
Reduced 95.04%
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
76
shares
|
$3,672
0.0% of portfolio
|
Q4 2024
New holding
|
|
Horizon Investments, LLC
Charlotte, NC |
Feb 10, 2025 Q4 2024 |
71
shares
|
$3,430
0.0% of portfolio
|
Q3 2024
Reduced 99.97%
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
64
shares
|
$3,092
0.0% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
53
shares
|
$2,560
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
Front Row Advisors LLC
Tiburon, CA |
Feb 12, 2025 Q4 2024 |
50
shares
|
$2,416
0.0% of portfolio
|
Q1 2023
Added 2400.0%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
21
shares
|
$1,014
0.0% of portfolio
|
Q1 2023
New holding
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
20
shares
|
$966
0.0% of portfolio
|
Q4 2023
Reduced 95.56%
|
|
Millstone Evans Group, LLC
Boulder, CO |
Feb 11, 2025 Q4 2024 |
16
shares
|
$773
0.0% of portfolio
|
Q4 2024
New holding
|
|
High Mark Wealth Management LLC
|
Jan 31, 2025 Q4 2024 |
14
shares
|
$676
0.0% of portfolio
|
Q1 2023
New holding
|