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 |
|---|---|---|---|---|---|
|
Wealth Management Resources, Inc.
|
Oct 31, 2024 Q3 2024 |
205,971
shares
|
$9.81 Million
4.01% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
202,451
shares
|
$9.65 Million
0.0% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Oct 15, 2024 Q3 2024 |
200,022
shares
|
$9.53 Million
0.6% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
184,196
shares
|
$8.78 Million
0.02% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
183,061
shares
|
$8.72 Million
4.91% of portfolio
|
Q3 2024
Added 7.34%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
172,787
shares
|
$8.23 Million
1.92% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 30, 2024 Q3 2024 |
167,754
shares
|
$7.99 Million
3.57% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
166,724
shares
|
$7.94 Million
4.71% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Boyd Wealth Management, LLC
|
Oct 25, 2024 Q3 2024 |
161,080
shares
|
$7.68 Million
3.97% of portfolio
|
Q3 2024
New holding
|
|
|
Arkansas Financial Group, Inc.
|
Oct 04, 2024 Q3 2024 |
161,049
shares
|
$7.67 Million
1.21% of portfolio
|
Q3 2024
Reduced 7.9%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
160,748
shares
|
$7.66 Million
2.99% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
157,849
shares
|
$7.52 Million
0.74% of portfolio
|
Q2 2023
Added 5.52%
|
|
|
Values First Advisors, Inc.
|
Oct 23, 2024 Q3 2024 |
156,350
shares
|
$7.45 Million
4.18% of portfolio
|
Q3 2024
New holding
|
|
|
Garrett Investment Advisors LLC
|
Oct 17, 2024 Q3 2024 |
153,376
shares
|
$7.31 Million
0.81% of portfolio
|
Q3 2024
Added 21.54%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
151,810
shares
|
$7.23 Million
0.9% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 28, 2024 Q3 2024 |
150,426
shares
|
$7.17 Million
3.3% of portfolio
|
Q3 2024
Added 9.41%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
145,679
shares
|
$6.94 Million
1.24% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
145,061
shares
|
$6.91 Million
0.02% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
137,760
shares
|
$6.56 Million
0.69% of portfolio
|
Q3 2024
Added 7.44%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
136,799
shares
|
$6.52 Million
1.07% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
133,671
shares
|
$6.37 Million
2.54% of portfolio
|
Q3 2024
Added 3.91%
|
|
|
Providence First Trust CO
|
Nov 12, 2024 Q3 2024 |
131,365
shares
|
$6.26 Million
2.75% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
127,199
shares
|
$6.06 Million
3.51% of portfolio
|
Q3 2024
Added 5.59%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Nov 14, 2024 Q3 2024 |
124,394
shares
|
$5.93 Million
2.83% of portfolio
|
Q3 2024
Reduced 12.41%
|
|
|
Mjp Associates Inc
|
Nov 12, 2024 Q3 2024 |
123,737
shares
|
$5.9 Million
1.16% of portfolio
|
Q3 2024
Added 8.82%
|