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 415 institutions that hold shares in the stock, with a total of 60.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.95 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
53,805
shares
|
$2.61 Million
0.25% of portfolio
|
Q4 2022
Added 19.61%
|
|
|
Investment Advisory Group, LLC
|
Jul 25, 2025 Q2 2025 |
51,602
shares
|
$2.51 Million
0.78% of portfolio
|
Q2 2025
Added 2.62%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
51,387
shares
|
$2.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Wealth Dimensions Group, Ltd.
|
Aug 12, 2025 Q2 2025 |
50,840
shares
|
$2.47 Million
0.55% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
50,322
shares
|
$2.44 Million
0.18% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
49,510
shares
|
$2.4 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
47,928
shares
|
$2.33 Million
0.32% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Cambridge Associates LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
47,033
shares
|
$2.28 Million
0.05% of portfolio
|
Q1 2025
Added 67.58%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
46,901
shares
|
$2.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.95%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
44,739
shares
|
$2.17 Million
1.38% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Washington Trust Bank
|
Aug 06, 2025 Q2 2025 |
43,684
shares
|
$2.12 Million
0.18% of portfolio
|
Q2 2025
Added 197.23%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
43,627
shares
|
$2.12 Million
0.16% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
43,545
shares
|
$2.11 Million
0.28% of portfolio
|
Q2 2025
Reduced 28.96%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
43,284
shares
|
$2.1 Million
0.45% of portfolio
|
Q4 2020
Reduced 0.13%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
43,232
shares
|
$2.1 Million
0.76% of portfolio
|
Q2 2025
Reduced 12.44%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
42,598
shares
|
$2.07 Million
0.4% of portfolio
|
Q2 2025
Added 3.09%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
41,452
shares
|
$2.01 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.45%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
39,970
shares
|
$1.94 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
39,922
shares
|
$1.94 Million
0.0% of portfolio
|
Q2 2025
Added 6.82%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
39,910
shares
|
$1.94 Million
0.04% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Aug 11, 2025 Q2 2025 |
39,695
shares
|
$1.93 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.33%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
37,719
shares
|
$1.83 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Horizon Family Wealth, Inc.
|
Aug 08, 2025 Q2 2025 |
37,499
shares
|
$1.82 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
37,471
shares
|
$1.82 Million
0.04% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
37,200
shares
|
$1.81 Million
0.15% of portfolio
|
Q2 2025
Added 0.16%
|