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 |
|---|---|---|---|---|---|
|
Fortress Financial Group, LLC
Rochester, MN |
Apr 11, 2025 Q1 2025 |
10,420
shares
|
$505,890
0.5% of portfolio
|
Q1 2025
Added 0.88%
|
|
|
Studio Investment Management LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,255
shares
|
$497,880
0.11% of portfolio
|
Q1 2025
Reduced 77.45%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
10,180
shares
|
$494,239
0.02% of portfolio
|
Q1 2025
Added 4.84%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,763
shares
|
$473,993
0.01% of portfolio
|
Q1 2024
Reduced 64.71%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
May 02, 2025 Q1 2025 |
9,713
shares
|
$471,566
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
9,536
shares
|
$462,972
0.04% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
9,484
shares
|
$460,448
0.0% of portfolio
|
Q1 2025
Reduced 67.27%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
9,400
shares
|
$456,370
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Jun 04, 2025 Q1 2025 |
9,000
shares
|
$436,950
0.03% of portfolio
|
Q4 2023
Reduced 14.04%
|
|
|
Chicago Partners Investment Group LLC
|
May 09, 2025 Q1 2025 |
8,911
shares
|
$432,629
0.02% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
8,867
shares
|
$430,492
0.1% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Apr 28, 2025 Q1 2025 |
8,474
shares
|
$411,412
0.06% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
8,317
shares
|
$403,790
0.1% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
May 13, 2025 Q1 2025 |
8,085
shares
|
$392,526
0.11% of portfolio
|
Q1 2025
Added 12.14%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
8,078
shares
|
$392,186
0.02% of portfolio
|
Q1 2025
Added 16.5%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
May 06, 2025 Q1 2025 |
7,406
shares
|
$359,561
0.19% of portfolio
|
Q1 2025
Reduced 93.51%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jul 16, 2025 Q2 2025 |
7,372
shares
|
$357,910
0.07% of portfolio
|
Q2 2025
Added 0.64%
|
|
|
Spirit Of America Management Corp
|
Apr 21, 2025 Q1 2025 |
7,199
shares
|
$349,511
0.07% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
7,190
shares
|
$349,074
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Architects, LLC
|
May 14, 2025 Q1 2025 |
7,108
shares
|
$345,093
0.04% of portfolio
|
Q1 2025
Added 150.81%
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
6,876
shares
|
$333,829
0.1% of portfolio
|
Q1 2025
Added 24.14%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Jul 15, 2025 Q2 2025 |
6,794
shares
|
$329,848
0.12% of portfolio
|
Q2 2025
Added 19.84%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
May 06, 2025 Q1 2025 |
6,781
shares
|
$329,217
0.06% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
6,760
shares
|
$328,198
0.0% of portfolio
|
Q1 2025
Reduced 5.56%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jul 14, 2025 Q2 2025 |
6,709
shares
|
$325,721
0.15% of portfolio
|
Q2 2025
Added 0.74%
|