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 419 institutions that hold shares in the stock, with a total of 61.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
206,668
shares
|
$10 Million
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
206,145
shares
|
$9.98 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
206,067
shares
|
$9.97 Million
4.98% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Lineweaver Wealth Advisors, LLC
|
May 02, 2025 Q1 2025 |
201,600
shares
|
$9.76 Million
1.84% of portfolio
|
Q1 2025
Reduced 2.48%
|
|
|
Garrett Investment Advisors LLC
|
Apr 10, 2025 Q1 2025 |
198,702
shares
|
$9.62 Million
1.04% of portfolio
|
Q1 2025
Added 9.84%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
196,651
shares
|
$9.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
195,716
shares
|
$9.47 Million
0.76% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Buttonwood Financial Advisors Inc.
|
Apr 25, 2025 Q1 2025 |
185,436
shares
|
$8.98 Million
4.02% of portfolio
|
Q1 2025
Added 13.75%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
180,550
shares
|
$8.74 Million
1.02% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Apr 15, 2025 Q1 2025 |
174,720
shares
|
$8.46 Million
8.34% of portfolio
|
Q1 2025
Added 5.48%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
170,914
shares
|
$8.27 Million
3.53% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
168,449
shares
|
$8.15 Million
0.02% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
166,724
shares
|
$8.07 Million
4.71% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
165,118
shares
|
$7.99 Million
0.0% of portfolio
|
Q1 2025
Added 100.86%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
162,771
shares
|
$7.88 Million
2.32% of portfolio
|
Q1 2025
Added 25.7%
|
|
|
Cranbrook Wealth Management, LLC
|
Apr 11, 2025 Q1 2025 |
162,198
shares
|
$7.85 Million
1.83% of portfolio
|
Q1 2025
Reduced 2.61%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
160,748
shares
|
$7.78 Million
2.99% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
157,849
shares
|
$7.64 Million
0.74% of portfolio
|
Q2 2023
Added 5.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
156,380
shares
|
$7.57 Million
0.03% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
149,675
shares
|
$7.24 Million
2.8% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
145,679
shares
|
$7.05 Million
1.24% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Arkansas Financial Group, Inc.
|
Apr 16, 2025 Q1 2025 |
143,905
shares
|
$6.97 Million
1.15% of portfolio
|
Q1 2025
Reduced 4.86%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
142,382
shares
|
$6.89 Million
2.11% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
140,473
shares
|
$6.8 Million
2.38% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
139,011
shares
|
$6.73 Million
0.02% of portfolio
|
Q1 2025
Added 8.44%
|