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 |
|---|---|---|---|---|---|
|
Curat Global, LLC
Springfield, NH |
Apr 11, 2025 Q1 2025 |
5,173
shares
|
$251,149
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Forward, LLC
Fargo, ND |
May 07, 2025 Q1 2025 |
5,042
shares
|
$244,789
0.17% of portfolio
|
Q4 2023
New holding
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Jul 18, 2025 Q2 2025 |
5,037
shares
|
$244,546
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Onyx Bridge Wealth Group LLC
|
Apr 28, 2025 Q1 2025 |
5,018
shares
|
$243,623
0.04% of portfolio
|
Q1 2025
Reduced 76.2%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
4,977
shares
|
$241,633
0.02% of portfolio
|
Q1 2025
Added 13.19%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
4,810
shares
|
$233,525
0.11% of portfolio
|
Q1 2020
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
4,800
shares
|
$233,040
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,796
shares
|
$232,845
0.03% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,648
shares
|
$225,660
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,648
shares
|
$225,660
0.05% of portfolio
|
Q4 2022
Reduced 94.81%
|
|
|
Hudson Capital Management LLC
|
Apr 11, 2025 Q1 2025 |
4,643
shares
|
$225,417
0.07% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
4,590
shares
|
$222,844
0.0% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
4,488
shares
|
$217,892
0.02% of portfolio
|
Q2 2025
Reduced 8.74%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 16, 2025 Q2 2025 |
4,422
shares
|
$214,688
0.02% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Holderness Investments CO
Greensboro, NC |
May 13, 2025 Q1 2025 |
4,379
shares
|
$212,600
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Key F Inancial Inc
|
May 01, 2025 Q1 2025 |
4,351
shares
|
$211,241
0.05% of portfolio
|
Q2 2024
Added 7.88%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
4,343
shares
|
$210,852
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Green Square Capital Advisors LLC
|
Apr 21, 2025 Q1 2025 |
4,305
shares
|
$209,007
0.03% of portfolio
|
Q4 2024
Reduced 33.72%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
4,249
shares
|
$206,288
0.0% of portfolio
|
Q1 2025
Reduced 3.56%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
4,232
shares
|
$205,463
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
4,160
shares
|
$201,968
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Security National Bank
|
Jul 10, 2025 Q2 2025 |
4,064
shares
|
$197,307
0.03% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,946
shares
|
$191,578
0.08% of portfolio
|
Q1 2023
Added 0.28%
|
|
|
Centaurus Financial, Inc.
|
May 14, 2025 Q1 2025 |
3,447
shares
|
$167,351
0.01% of portfolio
|
Q1 2025
Added 0.97%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
3,431
shares
|
$166,575
0.03% of portfolio
|
Q2 2025
Added 0.15%
|