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 414 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 |
|---|---|---|---|---|---|
|
Acorns Advisers, LLC
Irvine, CA |
Aug 13, 2025 Q2 2025 |
10,198,998
shares
|
$495 Million
4.26% of portfolio
|
Q2 2025
Reduced 6.63%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Aug 14, 2025 Q2 2025 |
5,128,625
shares
|
$249 Million
0.65% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
2,400,472
shares
|
$117 Million
0.02% of portfolio
|
Q2 2025
Reduced 19.58%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,995,387
shares
|
$96.9 Million
0.03% of portfolio
|
Q2 2025
Reduced 0.07%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,784,764
shares
|
$86.7 Million
0.0% of portfolio
|
Q2 2024
Added 36.04%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
1,688,601
shares
|
$82 Million
7.75% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,499,182
shares
|
$72.8 Million
0.1% of portfolio
|
Q3 2024
Added 153.96%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
1,338,348
shares
|
$65 Million
3.96% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
1,156,571
shares
|
$56.2 Million
0.08% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Townsend & Associates, Inc
|
Jul 29, 2025 Q2 2025 |
1,110,526
shares
|
$53.9 Million
5.7% of portfolio
|
Q2 2025
Added 1.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,024,472
shares
|
$49.8 Million
0.02% of portfolio
|
Q2 2025
Added 52.47%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
983,656
shares
|
$47.8 Million
0.04% of portfolio
|
Q2 2025
Added 18.57%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
951,285
shares
|
$46.2 Million
3.61% of portfolio
|
Q2 2025
Reduced 1.5%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
868,838
shares
|
$42.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
855,558
shares
|
$41.6 Million
12.6% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
814,669
shares
|
$39.6 Million
17.12% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
764,741
shares
|
$37.1 Million
0.0% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
749,367
shares
|
$36.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.26%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
729,001
shares
|
$35.4 Million
0.0% of portfolio
|
Q2 2025
Added 11.3%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 22, 2025 Q2 2025 |
710,403
shares
|
$34.5 Million
3.66% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
626,164
shares
|
$30.4 Million
0.01% of portfolio
|
Q2 2025
Added 12.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
571,138
shares
|
$27.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
565,858
shares
|
$27.5 Million
0.83% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Cim, LLC
|
Jun 05, 2025 Q1 2025 |
550,344
shares
|
$26.7 Million
4.07% of portfolio
|
Q1 2025
Added 2.56%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Aug 13, 2025 Q2 2025 |
545,274
shares
|
$26.5 Million
16.55% of portfolio
|
Q2 2025
Added 7.88%
|