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 386 institutions that hold shares in the stock, with a total of 58.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
128,222
shares
|
$6.17 Million
0.69% of portfolio
|
Q2 2024
Added 9.34%
|
|
Sterling Investment Advisors LLC
|
Oct 21, 2024 Q3 2024 |
127,199
shares
|
$6.12 Million
3.51% of portfolio
|
Q3 2024
Added 5.59%
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
120,799
shares
|
$5.82 Million
0.06% of portfolio
|
Q2 2024
Reduced 11.56%
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
118,322
shares
|
$5.7 Million
5.59% of portfolio
|
Q3 2024
Added 3.48%
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
117,330
shares
|
$5.65 Million
3.14% of portfolio
|
Q3 2024
Added 24.37%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 25, 2024 Q2 2024 |
116,867
shares
|
$5.63 Million
2.46% of portfolio
|
Q2 2024
Added 20.31%
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
113,976
shares
|
$5.49 Million
0.72% of portfolio
|
Q3 2024
Added 2.1%
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
113,817
shares
|
$5.48 Million
2.65% of portfolio
|
Q3 2024
Added 124.55%
|
|
Mjp Associates Inc
|
Jul 12, 2024 Q2 2024 |
113,712
shares
|
$5.48 Million
1.11% of portfolio
|
Q2 2024
Added 10.15%
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 09, 2024 Q2 2024 |
110,600
shares
|
$5.33 Million
0.01% of portfolio
|
Q2 2024
Added 42.34%
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jul 30, 2024 Q2 2024 |
105,287
shares
|
$5.07 Million
1.98% of portfolio
|
Q2 2024
Added 0.01%
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 13, 2024 Q2 2024 |
104,512
shares
|
$5.03 Million
1.33% of portfolio
|
Q2 2024
Added 3.43%
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
104,400
shares
|
$5.03 Million
0.73% of portfolio
|
Q3 2024
Added 4.19%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
98,966
shares
|
$4.77 Million
0.01% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
97,886
shares
|
$4.71 Million
0.49% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
94,842
shares
|
$4.57 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
90,612
shares
|
$4.36 Million
0.01% of portfolio
|
Q2 2024
Reduced 11.91%
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Aug 12, 2024 Q2 2024 |
89,650
shares
|
$4.32 Million
2.87% of portfolio
|
Q2 2024
Added 0.91%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2024 Q2 2024 |
87,644
shares
|
$4.22 Million
0.0% of portfolio
|
Q2 2024
Reduced 83.89%
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
87,310
shares
|
$4.2 Million
0.14% of portfolio
|
Q3 2024
Added 0.96%
|
|
Lutz Financial Services LLC
|
Jul 29, 2024 Q2 2024 |
82,413
shares
|
$3.97 Million
0.34% of portfolio
|
Q2 2024
Reduced 1.42%
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
80,266
shares
|
$3.86 Million
0.68% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
Bcgm Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
78,779
shares
|
$3.79 Million
1.37% of portfolio
|
Q2 2024
Added 5.59%
|
|
Peoples Bank
|
Jul 22, 2024 Q2 2024 |
78,103
shares
|
$3.76 Million
1.93% of portfolio
|
Q2 2024
Reduced 17.97%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
77,658
shares
|
$3.74 Million
0.76% of portfolio
|
Q2 2024
Reduced 4.71%
|