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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
24,216
shares
|
$1.18 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
24,020
shares
|
$1.17 Million
0.44% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
23,805
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2025
Added 14.0%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Aug 13, 2025 Q2 2025 |
23,658
shares
|
$1.15 Million
0.15% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
22,955
shares
|
$1.11 Million
0.03% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
22,707
shares
|
$1.1 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
22,461
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 3.59%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
22,457
shares
|
$1.09 Million
0.02% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jul 31, 2025 Q2 2025 |
22,343
shares
|
$1.09 Million
0.19% of portfolio
|
Q2 2025
Reduced 48.84%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
22,273
shares
|
$1.08 Million
0.09% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
21,968
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
21,261
shares
|
$1.03 Million
0.16% of portfolio
|
Q2 2025
Reduced 9.4%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
21,183
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
20,845
shares
|
$1.01 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
20,709
shares
|
$1.01 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.56%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
20,088
shares
|
$975,674
0.46% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Sunburst Financial Group, LLC
|
Aug 05, 2025 Q2 2025 |
20,082
shares
|
$975,382
0.23% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
19,847
shares
|
$963,968
0.21% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
19,681
shares
|
$955,906
0.06% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
19,350
shares
|
$939,829
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
19,057
shares
|
$925,598
0.18% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Main Street Research LLC
Sausalito, CA |
Aug 05, 2025 Q2 2025 |
18,966
shares
|
$921,178
0.06% of portfolio
|
Q2 2025
Added 9.76%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
18,701
shares
|
$908,307
0.09% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
18,373
shares
|
$892,376
0.0% of portfolio
|
Q2 2025
Added 16.54%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
18,245
shares
|
$886,159
0.87% of portfolio
|
Q1 2025
Reduced 0.92%
|