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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
313
shares
|
$15,202
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
307
shares
|
$14,910
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
291
shares
|
$14,133
0.0% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
265
shares
|
$12,871
0.0% of portfolio
|
Q1 2024
Reduced 76.96%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
263
shares
|
$12,773
0.0% of portfolio
|
Q2 2025
Added 64.38%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
245
shares
|
$11,899
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
225
shares
|
$10,928
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
209
shares
|
$10,151
0.0% of portfolio
|
Q1 2025
Added 23.67%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
187
shares
|
$9,082
0.0% of portfolio
|
Q1 2025
Reduced 75.03%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
185
shares
|
$8,985
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
169
shares
|
$8,208
0.0% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 08, 2025 Q2 2025 |
163
shares
|
$7,916
0.0% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
148
shares
|
$7,188
0.0% of portfolio
|
Q2 2025
Added 886.67%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
146
shares
|
$7,091
0.0% of portfolio
|
Q2 2025
Reduced 62.47%
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Aug 11, 2025 Q2 2025 |
111
shares
|
$5,391
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
Aug 12, 2025 Q2 2025 |
108
shares
|
$5,245
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
92
shares
|
$4,468
0.0% of portfolio
|
Q4 2022
Reduced 55.34%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
87
shares
|
$4,225
0.0% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
71
shares
|
$3,448
0.0% of portfolio
|
Q3 2024
Reduced 99.97%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
64
shares
|
$3,108
0.0% of portfolio
|
Q1 2025
Reduced 84.8%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
64
shares
|
$3,108
0.0% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Aug 14, 2025 Q2 2025 |
53
shares
|
$2,574
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
50
shares
|
$2,428
0.0% of portfolio
|
Q1 2023
Added 2400.0%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Aug 12, 2025 Q2 2025 |
32
shares
|
$1,554
0.0% of portfolio
|
Q2 2025
Reduced 41.82%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
21
shares
|
$1,019
0.0% of portfolio
|
Q1 2023
New holding
|