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 386 institutions that hold shares in the stock, with a total of 58.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.81 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
15,930
shares
|
$767,029
0.3% of portfolio
|
Q2 2024
Reduced 1.62%
|
|
Cable Hill Partners, LLC
Portland, OR |
Jul 22, 2024 Q2 2024 |
15,878
shares
|
$764,525
0.09% of portfolio
|
Q2 2024
Added 33.94%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
15,766
shares
|
$759,132
0.02% of portfolio
|
Q2 2024
Reduced 37.61%
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
15,557
shares
|
$749,069
0.0% of portfolio
|
Q2 2024
Reduced 10.71%
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
15,538
shares
|
$748,154
0.01% of portfolio
|
Q3 2024
Reduced 10.61%
|
|
Blair William & CO
Chicago, IL |
Aug 12, 2024 Q2 2024 |
15,088
shares
|
$726,487
0.0% of portfolio
|
Q2 2024
Reduced 10.22%
|
|
Smith & Howard Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
14,813
shares
|
$713,245
0.21% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Washington Trust Bank
|
Jul 29, 2024 Q2 2024 |
14,346
shares
|
$690,759
0.07% of portfolio
|
Q2 2024
Added 1.57%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
13,860
shares
|
$667,359
0.01% of portfolio
|
Q2 2024
Added 4.51%
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
13,653
shares
|
$657,391
0.0% of portfolio
|
Q4 2023
Reduced 61.07%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
13,598
shares
|
$654,743
0.06% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,565
shares
|
$653,154
0.0% of portfolio
|
Q2 2024
Added 16.88%
|
|
Wealthfront Advisers LLC
|
Aug 14, 2024 Q2 2024 |
13,476
shares
|
$648,869
0.0% of portfolio
|
Q2 2024
Reduced 7.74%
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Aug 02, 2024 Q2 2024 |
13,331
shares
|
$641,887
0.09% of portfolio
|
Q4 2023
Added 10.85%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,151
shares
|
$633,220
0.01% of portfolio
|
Q2 2024
Reduced 10.06%
|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
12,819
shares
|
$617,234
0.01% of portfolio
|
Q3 2024
New holding
|
|
Summit Global Investments
Bountiful, UT |
Jul 22, 2024 Q2 2024 |
12,480
shares
|
$600,912
0.04% of portfolio
|
Q2 2024
Added 0.95%
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
12,422
shares
|
$598,119
0.09% of portfolio
|
Q3 2024
Added 136.84%
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
12,358
shares
|
$595,037
0.0% of portfolio
|
Q2 2024
Added 39.91%
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
12,205
shares
|
$587,670
0.48% of portfolio
|
Q3 2024
Added 32.59%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
12,188
shares
|
$586,852
0.0% of portfolio
|
Q2 2024
Reduced 24.57%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
11,998
shares
|
$577,703
0.04% of portfolio
|
Q2 2024
New holding
|
|
Evensky & Katz LLC
|
Oct 08, 2024 Q3 2024 |
11,850
shares
|
$570,577
0.04% of portfolio
|
Q3 2024
Added 0.85%
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
11,684
shares
|
$562,584
0.03% of portfolio
|
Q2 2024
Added 17.5%
|
|
Maryland Capital Advisors Inc.
|
Oct 22, 2024 Q3 2024 |
11,602
shares
|
$558,636
0.28% of portfolio
|
Q3 2024
Reduced 0.95%
|