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 |
|---|---|---|---|---|---|
|
Pfs Partners, LLC
Mine Hill, NJ |
Nov 01, 2024 Q3 2024 |
5,432
shares
|
$259,758
0.15% of portfolio
|
Q4 2021
New holding
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
5,355
shares
|
$256,076
0.19% of portfolio
|
Q3 2024
Added 0.11%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
5,325
shares
|
$254,641
0.05% of portfolio
|
Q3 2024
Reduced 5.13%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
5,322
shares
|
$254,498
0.01% of portfolio
|
Q3 2023
Reduced 9.49%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
5,296
shares
|
$253,254
0.02% of portfolio
|
Q3 2024
Added 14.36%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Nov 14, 2024 Q3 2024 |
5,249
shares
|
$251,007
0.09% of portfolio
|
Q3 2024
Added 5.78%
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Oct 16, 2024 Q3 2024 |
5,104
shares
|
$244,073
0.1% of portfolio
|
Q3 2024
Added 16.74%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
5,072
shares
|
$242,543
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Forward, LLC
Fargo, ND |
Oct 28, 2024 Q3 2024 |
5,042
shares
|
$241,108
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
4,912
shares
|
$234,891
0.02% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
4,847
shares
|
$231,783
0.01% of portfolio
|
Q2 2024
Reduced 69.28%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
4,810
shares
|
$230,014
0.12% of portfolio
|
Q1 2020
New holding
|
|
|
Hudson Capital Management LLC
|
Oct 09, 2024 Q3 2024 |
4,771
shares
|
$228,149
0.08% of portfolio
|
Q3 2024
Reduced 33.92%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Nov 12, 2024 Q3 2024 |
4,659
shares
|
$222,793
0.03% of portfolio
|
Q2 2024
Added 3.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,648
shares
|
$222,267
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,648
shares
|
$222,267
0.05% of portfolio
|
Q4 2022
Reduced 94.81%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
4,563
shares
|
$218,202
0.02% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
4,491
shares
|
$214,759
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
4,410
shares
|
$210,886
0.0% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
4,392
shares
|
$210,025
0.04% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
4,379
shares
|
$209,403
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
4,378
shares
|
$209,355
0.01% of portfolio
|
Q3 2024
Reduced 39.92%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
4,351
shares
|
$208,064
0.05% of portfolio
|
Q2 2024
Added 7.88%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Nov 08, 2024 Q3 2024 |
4,348
shares
|
$207,921
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
4,344
shares
|
$207,730
0.01% of portfolio
|
Q2 2024
Reduced 0.14%
|