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 62 Million shares, which have been reported (via 13F filing form) to have a value of $3.03 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
210,446
shares
|
$10.3 Million
4.57% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
206,145
shares
|
$10.1 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
198,543
shares
|
$9.7 Million
7.83% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
195,809
shares
|
$9.57 Million
0.0% of portfolio
|
Q2 2025
Added 96.01%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
194,672
shares
|
$9.52 Million
0.09% of portfolio
|
Q2 2025
Added 23.74%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
188,123
shares
|
$9.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
186,747
shares
|
$9.13 Million
0.02% of portfolio
|
Q2 2025
Added 19.79%
|
|
|
Wescott Financial Advisory Group, LLC
|
Aug 11, 2025 Q2 2025 |
182,860
shares
|
$8.94 Million
0.95% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
180,454
shares
|
$8.82 Million
0.61% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
179,421
shares
|
$8.77 Million
0.81% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
176,492
shares
|
$8.63 Million
3.19% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
171,658
shares
|
$8.39 Million
2.1% of portfolio
|
Q3 2025
Added 14.65%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
169,684
shares
|
$8.29 Million
3.09% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Aug 07, 2025 Q2 2025 |
169,162
shares
|
$8.27 Million
2.08% of portfolio
|
Q2 2025
Added 3.93%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
168,694
shares
|
$8.25 Million
0.02% of portfolio
|
Q2 2025
Added 21.35%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
166,724
shares
|
$8.15 Million
4.71% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
160,748
shares
|
$7.86 Million
2.99% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
158,312
shares
|
$7.74 Million
0.02% of portfolio
|
Q2 2025
Added 1.24%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
157,849
shares
|
$7.72 Million
0.74% of portfolio
|
Q2 2023
Added 5.52%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
151,705
shares
|
$7.42 Million
2.26% of portfolio
|
Q3 2025
Reduced 44.19%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
151,098
shares
|
$7.39 Million
1.5% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Aug 06, 2025 Q2 2025 |
149,663
shares
|
$7.32 Million
2.58% of portfolio
|
Q4 2024
Reduced 6.76%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
145,679
shares
|
$7.12 Million
1.24% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
142,614
shares
|
$6.97 Million
3.18% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Sep 30, 2025 Q2 2025 |
138,721
shares
|
$6.78 Million
5.59% of portfolio
|
Q2 2025
New holding
|