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 61.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.97 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
50,967
shares
|
$2.47 Million
0.02% of portfolio
|
Q1 2025
Added 31.9%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
50,737
shares
|
$2.46 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
50,286
shares
|
$2.43 Million
0.84% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
49,899
shares
|
$2.42 Million
0.58% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
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%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
49,376
shares
|
$2.39 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
47,352
shares
|
$2.29 Million
0.03% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
47,269
shares
|
$2.29 Million
0.15% of portfolio
|
Q1 2025
Reduced 77.79%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
47,033
shares
|
$2.28 Million
0.06% of portfolio
|
Q1 2025
Added 67.58%
|
|
|
City Holding CO
|
Apr 14, 2025 Q1 2025 |
45,486
shares
|
$2.2 Million
0.33% of portfolio
|
Q1 2025
Added 7.48%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
May 13, 2025 Q1 2025 |
44,255
shares
|
$2.14 Million
0.89% of portfolio
|
Q1 2025
Added 13.71%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
43,673
shares
|
$2.11 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
43,284
shares
|
$2.09 Million
0.45% of portfolio
|
Q4 2020
Reduced 0.13%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
43,169
shares
|
$2.09 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
42,060
shares
|
$2.04 Million
0.8% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
41,321
shares
|
$2 Million
0.41% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
40,644
shares
|
$1.97 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
May 07, 2025 Q1 2025 |
40,248
shares
|
$1.95 Million
1.37% of portfolio
|
Q1 2025
Added 533.83%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
39,053
shares
|
$1.89 Million
0.83% of portfolio
|
Q1 2025
Added 15.32%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
38,881
shares
|
$1.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
38,483
shares
|
$1.86 Million
0.26% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
38,014
shares
|
$1.84 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
37,372
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Charter Oak Capital Management, LLC
|
Apr 14, 2025 Q1 2025 |
37,142
shares
|
$1.8 Million
0.17% of portfolio
|
Q1 2025
Reduced 7.06%
|
|
|
True Wealth Financial Partners
|
May 15, 2025 Q1 2025 |
36,287
shares
|
$1.76 Million
1.07% of portfolio
|
Q1 2025
Reduced 13.33%
|