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 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 14, 2024 Q3 2024 |
10,230,639
shares
|
$489 Million
4.92% of portfolio
|
Q3 2024
Added 4.88%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2024 Q3 2024 |
4,840,325
shares
|
$231 Million
0.62% of portfolio
|
Q2 2024
Added 1.55%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
3,136,503
shares
|
$150 Million
11.46% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
3,057,044
shares
|
$146 Million
0.03% of portfolio
|
Q3 2024
Reduced 2.01%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,784,764
shares
|
$85.3 Million
0.0% of portfolio
|
Q2 2024
Added 36.04%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,499,182
shares
|
$71.7 Million
0.1% of portfolio
|
Q3 2024
Added 153.96%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
1,294,406
shares
|
$61.9 Million
3.91% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
1,072,534
shares
|
$51.3 Million
0.09% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Townsend & Associates, Inc
|
Nov 01, 2024 Q3 2024 |
1,005,279
shares
|
$48.1 Million
4.98% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
889,294
shares
|
$42.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.05%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
882,203
shares
|
$42.2 Million
3.55% of portfolio
|
Q3 2024
Added 4.52%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
852,887
shares
|
$40.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
847,319
shares
|
$40.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.09%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
814,669
shares
|
$39 Million
17.12% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Prosperity Planning, Inc.
|
Oct 07, 2024 Q3 2024 |
744,693
shares
|
$35.6 Million
11.73% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
700,762
shares
|
$33.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.12%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
678,022
shares
|
$32.4 Million
3.86% of portfolio
|
Q2 2024
Added 2.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
622,243
shares
|
$29.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
620,289
shares
|
$29.7 Million
0.03% of portfolio
|
Q3 2024
Added 5.05%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
579,469
shares
|
$27.7 Million
0.01% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
565,927
shares
|
$27.1 Million
0.01% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
555,462
shares
|
$26.6 Million
0.01% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
519,322
shares
|
$24.8 Million
0.82% of portfolio
|
Q2 2024
Added 1.24%
|
|
|
Cim, LLC
|
Sep 06, 2024 Q2 2024 |
518,722
shares
|
$24.8 Million
3.63% of portfolio
|
Q2 2024
Added 5.51%
|
|
|
Courage Miller Partners, LLC
|
Oct 21, 2024 Q3 2024 |
504,297
shares
|
$24.1 Million
8.27% of portfolio
|
Q3 2024
Added 4.67%
|