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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
522,230
shares
|
$25.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
513,291
shares
|
$24.9 Million
0.01% of portfolio
|
Q2 2025
Added 59.97%
|
|
|
Courage Miller Partners, LLC
|
Jul 25, 2025 Q2 2025 |
509,792
shares
|
$24.8 Million
7.89% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
502,761
shares
|
$24.4 Million
0.62% of portfolio
|
Q2 2025
Added 2.4%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
485,522
shares
|
$23.6 Million
0.93% of portfolio
|
Q2 2025
Added 2.28%
|
|
|
Koss Olinger Consulting, LLC
|
Aug 01, 2025 Q2 2025 |
468,079
shares
|
$22.7 Million
1.89% of portfolio
|
Q2 2025
Reduced 4.93%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 13, 2025 Q2 2025 |
409,777
shares
|
$19.9 Million
0.91% of portfolio
|
Q2 2025
Added 19.96%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
406,500
shares
|
$19.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 23.07%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
390,604
shares
|
$19 Million
0.54% of portfolio
|
Q2 2025
Added 62.31%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
382,554
shares
|
$18.6 Million
5.35% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
375,644
shares
|
$18.2 Million
0.19% of portfolio
|
Q2 2025
Added 3.5%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 05, 2025 Q2 2025 |
362,911
shares
|
$17.6 Million
2.61% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
360,505
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 69.16%
|
|
|
Wealth Management Resources, Inc.
|
Jul 24, 2025 Q2 2025 |
332,078
shares
|
$16.1 Million
5.52% of portfolio
|
Q2 2025
Added 6.46%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
298,413
shares
|
$14.5 Million
2.55% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
296,781
shares
|
$14.4 Million
4.68% of portfolio
|
Q2 2025
Reduced 0.93%
|
|
|
Dorval Corp
Maple Grove, MN |
Jul 28, 2025 Q2 2025 |
289,020
shares
|
$14 Million
5.03% of portfolio
|
Q2 2025
Added 2.94%
|
|
|
Omega Financial Group, LLC
|
Aug 08, 2025 Q2 2025 |
273,767
shares
|
$13.3 Million
4.76% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Aug 08, 2025 Q2 2025 |
271,837
shares
|
$13.2 Million
5.14% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
266,685
shares
|
$13 Million
0.0% of portfolio
|
Q2 2025
Added 61.51%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 04, 2025 Q2 2025 |
250,491
shares
|
$12.2 Million
10.92% of portfolio
|
Q2 2025
Added 19.48%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
249,026
shares
|
$12.1 Million
2.17% of portfolio
|
Q2 2025
Added 23.52%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
221,121
shares
|
$10.7 Million
5.72% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
218,284
shares
|
$10.6 Million
1.99% of portfolio
|
Q2 2025
Reduced 5.24%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
214,769
shares
|
$10.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.45%
|