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 |
|---|---|---|---|---|---|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
37,471
shares
|
$1.83 Million
0.04% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
37,200
shares
|
$1.82 Million
0.15% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
35,361
shares
|
$1.73 Million
0.01% of portfolio
|
Q2 2025
Added 4.18%
|
|
|
Kmg Fiduciary Partners, LLC
|
Oct 09, 2025 Q3 2025 |
34,086
shares
|
$1.67 Million
0.11% of portfolio
|
Q3 2025
Added 5.13%
|
|
|
Fc Advisory LLC
|
Oct 10, 2025 Q3 2025 |
33,255
shares
|
$1.63 Million
0.49% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
32,406
shares
|
$1.58 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.89%
|
|
|
Merit Financial Group, LLC
|
Oct 20, 2025 Q3 2025 |
32,401
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2025
Reduced 3.4%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
31,870
shares
|
$1.56 Million
0.45% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
South Plains Financial, Inc.
Lubbock, TX |
Aug 12, 2025 Q2 2025 |
31,534
shares
|
$1.54 Million
1.08% of portfolio
|
Q2 2025
Added 10.96%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Aug 13, 2025 Q2 2025 |
31,184
shares
|
$1.52 Million
0.0% of portfolio
|
Q2 2025
Added 4.17%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
30,133
shares
|
$1.47 Million
0.09% of portfolio
|
Q2 2025
Reduced 36.25%
|
|
|
Rik Saylor Financial, Inc.
Fairfield, OH |
Jul 28, 2025 Q2 2025 |
30,055
shares
|
$1.47 Million
1.13% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Washington Trust Bank
|
Oct 24, 2025 Q3 2025 |
29,404
shares
|
$1.44 Million
0.11% of portfolio
|
Q3 2025
Reduced 32.69%
|
|
|
Eukles Asset Management
|
Aug 06, 2025 Q2 2025 |
29,376
shares
|
$1.44 Million
0.6% of portfolio
|
Q2 2025
Reduced 2.11%
|
|
|
First Premier Bank
|
Oct 15, 2025 Q3 2025 |
29,276
shares
|
$1.43 Million
0.32% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
28,718
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.73%
|
|
|
Sheets Smith Wealth Management
|
Oct 16, 2025 Q3 2025 |
28,010
shares
|
$1.37 Million
0.16% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Vantage Financial Partners, LLC
Elm Grove, WI |
Aug 06, 2025 Q2 2025 |
27,765
shares
|
$1.36 Million
0.38% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
27,643
shares
|
$1.35 Million
0.24% of portfolio
|
Q2 2025
Added 2.45%
|
|
|
Darden Wealth Group Inc
Ann Arbor, MI |
Jul 31, 2025 Q2 2025 |
27,443
shares
|
$1.34 Million
0.86% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
27,245
shares
|
$1.33 Million
0.12% of portfolio
|
Q2 2025
Added 0.68%
|
|
|
Columbus Macro, LLC
|
Oct 16, 2025 Q3 2025 |
26,812
shares
|
$1.31 Million
0.16% of portfolio
|
Q3 2025
Reduced 12.64%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
26,708
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2025
Added 68.47%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
26,251
shares
|
$1.28 Million
0.02% of portfolio
|
Q2 2025
Added 324.57%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jul 11, 2025 Q2 2025 |
25,837
shares
|
$1.26 Million
1.21% of portfolio
|
Q2 2025
Reduced 0.22%
|