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 388 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
502,932
shares
|
$24 Million
0.94% of portfolio
|
Q3 2024
Added 8.16%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
469,408
shares
|
$22.4 Million
2.0% of portfolio
|
Q3 2024
Added 0.72%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
443,974
shares
|
$21.2 Million
0.01% of portfolio
|
Q3 2024
Added 16.77%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 31, 2024 Q3 2024 |
440,929
shares
|
$21 Million
18.02% of portfolio
|
Q3 2024
Added 152.8%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
440,404
shares
|
$21 Million
0.41% of portfolio
|
Q4 2022
Added 314.46%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
399,542
shares
|
$19 Million
0.89% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Pittenger & Anderson Inc
|
Oct 30, 2024 Q3 2024 |
392,713
shares
|
$18.7 Million
0.77% of portfolio
|
Q3 2024
Added 9.62%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
360,505
shares
|
$17.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 69.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
344,315
shares
|
$16.4 Million
0.2% of portfolio
|
Q3 2024
Added 6.99%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
336,320
shares
|
$16 Million
5.21% of portfolio
|
Q3 2024
Added 11.69%
|
|
|
Capital Insight Partners, LLC
|
Oct 09, 2024 Q3 2024 |
309,025
shares
|
$14.7 Million
2.66% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 24, 2024 Q3 2024 |
302,082
shares
|
$14.4 Million
2.27% of portfolio
|
Q3 2024
Added 8.23%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
283,096
shares
|
$13.5 Million
1.1% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
274,619
shares
|
$13.1 Million
0.02% of portfolio
|
Q3 2024
Added 4.54%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 23, 2024 Q3 2024 |
266,607
shares
|
$12.7 Million
5.3% of portfolio
|
Q3 2024
Added 36.57%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
259,643
shares
|
$12.4 Million
4.73% of portfolio
|
Q3 2024
Added 620.69%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
259,363
shares
|
$12.4 Million
2.55% of portfolio
|
Q3 2024
Added 7.71%
|
|
|
Abundance Wealth Counselors
|
Oct 17, 2024 Q3 2024 |
243,287
shares
|
$11.6 Million
2.45% of portfolio
|
Q3 2024
Added 41.51%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
241,461
shares
|
$11.5 Million
0.02% of portfolio
|
Q3 2024
Added 118.32%
|
|
|
Omega Financial Group, LLC
|
Oct 07, 2024 Q3 2024 |
240,360
shares
|
$11.5 Million
4.44% of portfolio
|
Q3 2024
Reduced 1.95%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
232,104
shares
|
$11.1 Million
0.02% of portfolio
|
Q3 2024
Added 6.45%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
232,053
shares
|
$11.1 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.78%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
229,064
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 05, 2024 Q3 2024 |
220,192
shares
|
$10.5 Million
9.49% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
212,021
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.61%
|