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 |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
210,089
shares
|
$10.2 Million
4.7% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
206,145
shares
|
$10 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
195,809
shares
|
$9.51 Million
0.0% of portfolio
|
Q2 2025
Added 96.01%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
193,801
shares
|
$9.41 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
189,072
shares
|
$9.18 Million
0.7% of portfolio
|
Q2 2025
Reduced 3.39%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
187,435
shares
|
$9.1 Million
3.78% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
185,273
shares
|
$9 Million
7.93% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
182,860
shares
|
$8.88 Million
0.95% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
169,162
shares
|
$8.22 Million
2.08% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
168,694
shares
|
$8.19 Million
0.02% of portfolio
|
Q2 2025
Added 21.35%
|
|
|
Morris Financial Concepts, Inc.
|
Jul 28, 2025 Q2 2025 |
167,204
shares
|
$8.12 Million
3.29% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
166,724
shares
|
$8.1 Million
4.71% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
165,636
shares
|
$8.04 Million
0.79% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
160,748
shares
|
$7.81 Million
2.99% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
158,312
shares
|
$7.69 Million
0.02% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
157,849
shares
|
$7.67 Million
0.74% of portfolio
|
Q2 2023
Added 5.52%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
157,328
shares
|
$7.64 Million
0.01% of portfolio
|
Q2 2025
Reduced 23.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
155,892
shares
|
$7.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.45%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
154,557
shares
|
$7.51 Million
1.61% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
152,644
shares
|
$7.41 Million
3.01% of portfolio
|
Q2 2025
Added 1850.97%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Jul 30, 2025 Q2 2025 |
149,720
shares
|
$7.27 Million
1.99% of portfolio
|
Q2 2025
Added 5.15%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
149,663
shares
|
$7.27 Million
2.58% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Kfa Private Wealth Group, LLC
|
Jul 24, 2025 Q2 2025 |
148,933
shares
|
$7.23 Million
2.25% of portfolio
|
Q2 2025
Added 6.02%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
145,679
shares
|
$7.08 Million
1.24% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
142,614
shares
|
$6.93 Million
3.18% of portfolio
|
Q2 2025
Added 3.34%
|