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 61.5 Million shares, which have been reported (via 13F filing form) to have a value of $2.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
13,290
shares
|
$645,229
0.0% of portfolio
|
Q1 2025
Reduced 21.97%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
May 09, 2025 Q1 2025 |
13,249
shares
|
$643,238
0.34% of portfolio
|
Q1 2025
Reduced 28.03%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
13,233
shares
|
$642,462
0.01% of portfolio
|
Q3 2024
Reduced 16.07%
|
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,151
shares
|
$638,481
0.01% of portfolio
|
Q2 2024
Reduced 10.06%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
12,918
shares
|
$627,168
0.01% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Evensky & Katz LLC
|
Jul 22, 2025 Q2 2025 |
12,550
shares
|
$609,302
0.04% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
May 14, 2025 Q1 2025 |
12,315
shares
|
$597,893
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
11,941
shares
|
$579,735
0.01% of portfolio
|
Q1 2025
Reduced 56.3%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
11,905
shares
|
$577,987
0.06% of portfolio
|
Q1 2025
Added 438.69%
|
|
|
Opus Capital Group, LLC
|
Apr 30, 2025 Q1 2025 |
11,885
shares
|
$577,016
0.07% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
11,876
shares
|
$576,579
0.01% of portfolio
|
Q1 2025
Reduced 6.54%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
11,652
shares
|
$565,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
11,620
shares
|
$564,151
0.0% of portfolio
|
Q2 2025
Reduced 14.24%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
11,442
shares
|
$555,509
0.05% of portfolio
|
Q1 2025
Reduced 4.63%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
11,160
shares
|
$541,818
0.09% of portfolio
|
Q1 2025
Reduced 4.96%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
11,043
shares
|
$536,137
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
11,025
shares
|
$535,263
0.0% of portfolio
|
Q1 2025
Reduced 3.23%
|
|
|
Ieq Capital, LLC
|
May 14, 2025 Q1 2025 |
11,000
shares
|
$534,050
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,940
shares
|
$531,137
0.2% of portfolio
|
Q1 2022
Reduced 1.8%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
10,900
shares
|
$529,195
0.1% of portfolio
|
Q4 2023
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
10,833
shares
|
$525,942
0.01% of portfolio
|
Q1 2025
Added 114.18%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
10,764
shares
|
$522,592
0.05% of portfolio
|
Q1 2025
Reduced 1.15%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
10,739
shares
|
$521,378
0.01% of portfolio
|
Q1 2025
Added 68.27%
|
|
|
Northwest Capital Management Inc
|
May 01, 2025 Q1 2025 |
10,643
shares
|
$516,717
0.22% of portfolio
|
Q2 2024
Added 6.31%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 10, 2025 Q2 2025 |
10,424
shares
|
$506,085
0.19% of portfolio
|
Q4 2024
Added 6.89%
|