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 |
|---|---|---|---|---|---|
|
Level Wealth Management LLC
Greensboro, NC |
Oct 23, 2025 Q3 2025 |
18,672
shares
|
$912,687
0.48% of portfolio
|
Q3 2025
Added 117.34%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 10, 2025 Q3 2025 |
18,625
shares
|
$910,390
0.21% of portfolio
|
Q3 2025
Added 3.63%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
18,373
shares
|
$898,072
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
|
$891,815
0.87% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
18,152
shares
|
$887,269
0.02% of portfolio
|
Q2 2025
Added 52.85%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
17,701
shares
|
$865,224
0.07% of portfolio
|
Q3 2024
Reduced 60.63%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
17,629
shares
|
$861,705
0.01% of portfolio
|
Q2 2025
Added 62.73%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
17,540
shares
|
$857,355
0.0% of portfolio
|
Q2 2025
Added 2.54%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
17,146
shares
|
$838,096
0.61% of portfolio
|
Q3 2025
Added 4.01%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
17,055
shares
|
$833,648
0.1% of portfolio
|
Q3 2025
Added 0.65%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
16,929
shares
|
$827,489
0.01% of portfolio
|
Q2 2025
Added 1.93%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
May 09, 2025 Q1 2025 |
16,685
shares
|
$815,562
0.18% of portfolio
|
Q1 2025
Reduced 17.93%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
16,407
shares
|
$801,974
0.06% of portfolio
|
Q3 2025
Reduced 1.69%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Jul 15, 2025 Q2 2025 |
15,865
shares
|
$775,481
0.24% of portfolio
|
Q2 2025
Reduced 64.15%
|
|
|
True Wealth Financial Partners
|
Aug 13, 2025 Q2 2025 |
15,806
shares
|
$772,597
0.43% of portfolio
|
Q2 2025
Reduced 56.44%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
15,586
shares
|
$761,843
0.01% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Sunburst Financial Group, LLC
|
Oct 17, 2025 Q3 2025 |
15,549
shares
|
$760,035
0.17% of portfolio
|
Q3 2025
Reduced 22.57%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
15,301
shares
|
$747,912
0.02% of portfolio
|
Q3 2025
Added 7.19%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
15,218
shares
|
$743,855
0.0% of portfolio
|
Q2 2025
Added 38.03%
|
|
|
Schwab Charitable Fund
|
Jul 21, 2025 Q2 2025 |
15,083
shares
|
$737,257
0.02% of portfolio
|
Q1 2025
Added 92.75%
|
|
|
Beacon Financial Advisory LLC
|
Jul 22, 2025 Q2 2025 |
14,706
shares
|
$718,829
0.21% of portfolio
|
Q2 2025
Added 7.14%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
14,461
shares
|
$706,853
0.0% of portfolio
|
Q2 2025
Added 5.86%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Aug 11, 2025 Q2 2025 |
14,414
shares
|
$704,556
0.08% of portfolio
|
Q2 2025
Reduced 4.86%
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
14,099
shares
|
$689,159
0.0% of portfolio
|
Q2 2025
Added 4.29%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
14,037
shares
|
$686,128
0.03% of portfolio
|
Q2 2025
Reduced 6.89%
|