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 386 institutions that hold shares in the stock, with a total of 58.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
504,297
shares
|
$24.3 Million
8.27% of portfolio
|
Q3 2024
Added 4.67%
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
469,408
shares
|
$22.6 Million
2.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
465,008
shares
|
$22.4 Million
0.98% of portfolio
|
Q2 2024
Added 2.0%
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
440,404
shares
|
$21.2 Million
0.41% of portfolio
|
Q4 2022
Added 314.46%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
383,206
shares
|
$18.5 Million
0.88% of portfolio
|
Q2 2024
Added 45.15%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
380,213
shares
|
$18.3 Million
0.0% of portfolio
|
Q2 2024
Added 19.32%
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
360,505
shares
|
$17.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 69.16%
|
|
Pittenger & Anderson Inc
|
Aug 09, 2024 Q2 2024 |
358,264
shares
|
$17.3 Million
0.72% of portfolio
|
Q2 2024
Added 7.48%
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
336,320
shares
|
$16.2 Million
5.21% of portfolio
|
Q3 2024
Added 11.69%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
321,825
shares
|
$15.5 Million
0.18% of portfolio
|
Q2 2024
Added 7.52%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
321,386
shares
|
$15.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 38.62%
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
309,025
shares
|
$14.9 Million
2.66% of portfolio
|
Q3 2024
Added 1.14%
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
306,942
shares
|
$14.8 Million
1.23% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
287,235
shares
|
$13.8 Million
1.3% of portfolio
|
Q2 2024
Added 4.9%
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
283,582
shares
|
$13.7 Million
0.3% of portfolio
|
Q2 2024
Added 5.18%
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Aug 01, 2024 Q2 2024 |
279,115
shares
|
$13.4 Million
2.22% of portfolio
|
Q2 2024
Added 22.67%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
262,702
shares
|
$12.6 Million
0.02% of portfolio
|
Q2 2024
Added 2.94%
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
243,287
shares
|
$11.7 Million
2.45% of portfolio
|
Q3 2024
Added 41.51%
|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
241,162
shares
|
$11.6 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
Lineweaver Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
240,802
shares
|
$11.6 Million
2.5% of portfolio
|
Q2 2024
Added 189.03%
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
240,360
shares
|
$11.6 Million
4.44% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
229,064
shares
|
$11 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Aug 07, 2024 Q2 2024 |
223,612
shares
|
$10.8 Million
9.92% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
218,033
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2024
Added 8.25%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
212,021
shares
|
$10.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.61%
|