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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
6,665
shares
|
$323,585
0.0% of portfolio
|
Q1 2025
Reduced 74.59%
|
|
|
Lvz, Inc.
|
Jul 15, 2025 Q2 2025 |
6,598
shares
|
$320,332
0.05% of portfolio
|
Q2 2025
Reduced 32.79%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,408
shares
|
$311,108
0.02% of portfolio
|
Q4 2023
Added 2.99%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,359
shares
|
$308,729
0.01% of portfolio
|
Q2 2025
Added 405.48%
|
|
|
Zhang Financial LLC
|
Apr 15, 2025 Q1 2025 |
6,228
shares
|
$302,369
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
6,183
shares
|
$300,184
0.01% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Apr 14, 2025 Q1 2025 |
6,115
shares
|
$296,883
0.18% of portfolio
|
Q4 2023
New holding
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
5,992
shares
|
$290,911
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Hohimer Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
5,990
shares
|
$290,814
0.06% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
5,895
shares
|
$286,202
0.0% of portfolio
|
Q1 2025
Added 8.48%
|
|
|
Rede Wealth, LLC
|
May 14, 2025 Q1 2025 |
5,833
shares
|
$283,192
0.1% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
5,688
shares
|
$276,152
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
May 13, 2025 Q1 2025 |
5,640
shares
|
$273,822
0.26% of portfolio
|
Q4 2023
Added 30.14%
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Jul 14, 2025 Q2 2025 |
5,560
shares
|
$269,938
0.27% of portfolio
|
Q2 2025
Reduced 3.47%
|
|
|
Flynn Zito Capital Management, LLC
|
May 05, 2025 Q1 2025 |
5,544
shares
|
$269,161
0.13% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Smith & Howard Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,543
shares
|
$269,112
0.08% of portfolio
|
Q1 2025
Reduced 61.87%
|
|
|
Walter & Keenan Wealth Management LLC
|
Apr 21, 2025 Q1 2025 |
5,540
shares
|
$268,967
0.08% of portfolio
|
Q2 2023
Reduced 17.8%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
5,510
shares
|
$267,510
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bip Wealth, LLC
Atlanta, GA |
May 02, 2025 Q1 2025 |
5,506
shares
|
$267,316
0.02% of portfolio
|
Q1 2025
Reduced 17.75%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
5,498
shares
|
$266,927
0.09% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Essex Savings Bank
|
Jul 11, 2025 Q2 2025 |
5,470
shares
|
$265,568
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 16, 2025 Q2 2025 |
5,432
shares
|
$263,723
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
5,425
shares
|
$263,383
0.02% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
5,219
shares
|
$253,382
0.01% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Affinity Capital Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
5,214
shares
|
$253,139
0.04% of portfolio
|
Q2 2025
Reduced 21.4%
|