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 |
---|---|---|---|---|---|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
75,381
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2024
Reduced 63.88%
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
74,197
shares
|
$3.57 Million
0.0% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
71,024
shares
|
$3.42 Million
0.04% of portfolio
|
Q2 2024
Added 11.12%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Aug 12, 2024 Q2 2024 |
70,716
shares
|
$3.4 Million
0.74% of portfolio
|
Q2 2024
Reduced 6.85%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
70,660
shares
|
$3.4 Million
0.09% of portfolio
|
Q2 2024
Added 21.91%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
68,129
shares
|
$3.28 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
Natixis Advisors, L.P.
Boston, MA |
Aug 01, 2024 Q2 2024 |
65,444
shares
|
$3.15 Million
0.01% of portfolio
|
Q2 2024
Added 41.2%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
64,616
shares
|
$3.11 Million
0.16% of portfolio
|
Q2 2024
Reduced 7.43%
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
64,454
shares
|
$3.1 Million
0.02% of portfolio
|
Q3 2024
Added 2.96%
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
62,790
shares
|
$3.02 Million
2.37% of portfolio
|
Q3 2024
Added 142.78%
|
|
Old North State Trust, LLC
Greensboro, NC |
Aug 19, 2024 Q2 2024 |
62,046
shares
|
$2.99 Million
2.55% of portfolio
|
Q2 2024
Reduced 60.4%
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
61,583
shares
|
$2.97 Million
0.73% of portfolio
|
Q2 2024
Added 0.84%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
58,214
shares
|
$2.8 Million
0.08% of portfolio
|
Q1 2024
Added 9.21%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
57,918
shares
|
$2.79 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.22%
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
57,650
shares
|
$2.78 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
56,928
shares
|
$2.74 Million
0.39% of portfolio
|
Q3 2022
Reduced 6.85%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
55,642
shares
|
$2.68 Million
0.27% of portfolio
|
Q2 2024
Reduced 22.82%
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
54,130
shares
|
$2.61 Million
0.01% of portfolio
|
Q2 2024
Reduced 31.47%
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
53,969
shares
|
$2.6 Million
2.08% of portfolio
|
Q2 2022
New holding
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
53,805
shares
|
$2.59 Million
0.25% of portfolio
|
Q4 2022
Added 19.61%
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 13, 2024 Q2 2024 |
53,139
shares
|
$2.56 Million
1.22% of portfolio
|
Q2 2024
Added 4.97%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
51,852
shares
|
$2.5 Million
0.03% of portfolio
|
Q2 2024
Added 2.69%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
51,278
shares
|
$2.47 Million
0.01% of portfolio
|
Q2 2024
Added 4.18%
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 14, 2024 Q2 2024 |
51,180
shares
|
$2.46 Million
0.34% of portfolio
|
Q2 2024
Added 0.13%
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
51,068
shares
|
$2.46 Million
0.56% of portfolio
|
Q2 2024
Reduced 1.42%
|