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 |
|---|---|---|---|---|---|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
18,152
shares
|
$881,642
0.02% of portfolio
|
Q2 2025
Added 52.85%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
17,972
shares
|
$872,900
0.21% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
17,701
shares
|
$859,737
0.07% of portfolio
|
Q3 2024
Reduced 60.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
17,629
shares
|
$856,240
0.01% of portfolio
|
Q2 2025
Added 62.73%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
17,540
shares
|
$851,917
0.0% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
16,945
shares
|
$823,018
0.1% of portfolio
|
Q2 2025
Added 0.38%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
16,929
shares
|
$822,241
0.01% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
16,689
shares
|
$810,584
0.06% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
16,685
shares
|
$810,390
0.18% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
16,485
shares
|
$800,676
0.64% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
15,865
shares
|
$770,563
0.24% of portfolio
|
Q2 2025
Reduced 64.15%
|
|
|
True Wealth Financial Partners
|
Aug 13, 2025 Q2 2025 |
15,806
shares
|
$767,697
0.43% of portfolio
|
Q2 2025
Reduced 56.44%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
15,586
shares
|
$757,012
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
15,218
shares
|
$739,138
0.0% of portfolio
|
Q2 2025
Added 38.03%
|
|
|
Schwab Charitable Fund
|
Jul 21, 2025 Q2 2025 |
15,083
shares
|
$732,581
0.02% of portfolio
|
Q1 2025
Added 92.75%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
14,706
shares
|
$714,270
0.21% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
14,461
shares
|
$702,370
0.0% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
14,414
shares
|
$700,087
0.08% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
14,274
shares
|
$693,288
0.02% of portfolio
|
Q2 2025
Reduced 41.22%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
14,099
shares
|
$684,788
0.0% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
14,037
shares
|
$681,777
0.03% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
13,685
shares
|
$664,680
0.03% of portfolio
|
Q2 2025
Added 1.65%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
13,656
shares
|
$663,271
0.06% of portfolio
|
Q2 2025
Added 14.71%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Jul 29, 2025 Q2 2025 |
13,582
shares
|
$659,677
0.3% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
13,550
shares
|
$658,123
0.01% of portfolio
|
Q1 2025
Added 6.31%
|