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 |
---|---|---|---|---|---|
Financial Advisory Service, Inc.
|
May 05, 2025 Q1 2025 |
3,322
shares
|
$161,283
0.01% of portfolio
|
Q1 2025
Added 0.03%
|
|
Wealth Shield Partners, LLC
Cary, NC |
May 09, 2025 Q1 2025 |
3,279
shares
|
$159,195
0.02% of portfolio
|
Q1 2025
Reduced 16.61%
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
2,977
shares
|
$144,533
0.02% of portfolio
|
Q2 2025
Added 1.88%
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,662
shares
|
$129,240
0.03% of portfolio
|
Q3 2024
New holding
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
2,656
shares
|
$128,948
0.0% of portfolio
|
Q2 2025
Added 3024.71%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,530
shares
|
$122,831
0.0% of portfolio
|
Q1 2020
Added 4.35%
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
May 05, 2025 Q1 2025 |
2,408
shares
|
$116,908
0.07% of portfolio
|
Q1 2025
Reduced 61.03%
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
2,382
shares
|
$115,646
0.0% of portfolio
|
Q1 2025
New holding
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Jul 01, 2025 Q2 2025 |
2,245
shares
|
$108,994
0.04% of portfolio
|
Q2 2025
Added 4.86%
|
|
Kopp Family Office, LLC
Bloomington, MN |
Jul 15, 2025 Q2 2025 |
2,173
shares
|
$105,499
0.07% of portfolio
|
Q4 2024
Added 7.84%
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
2,015
shares
|
$97,828
0.05% of portfolio
|
Q1 2024
New holding
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 08, 2025 Q2 2025 |
1,970
shares
|
$95,643
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
Clear Investment Research, LLC
|
May 09, 2025 Q1 2025 |
1,922
shares
|
$93,313
0.12% of portfolio
|
Q1 2025
Reduced 1.69%
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
1,880
shares
|
$91,274
0.01% of portfolio
|
Q4 2024
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
1,869
shares
|
$90,739
0.02% of portfolio
|
Q2 2023
New holding
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,714
shares
|
$83,214
0.0% of portfolio
|
Q1 2025
Added 50.35%
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
1,701
shares
|
$82,583
0.0% of portfolio
|
Q1 2025
Reduced 36.88%
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
1,547
shares
|
$75,106
0.0% of portfolio
|
Q1 2024
New holding
|
|
Banque Transatlantique Sa
Paris, I0 |
May 15, 2025 Q1 2025 |
1,442
shares
|
$70,009
0.0% of portfolio
|
Q1 2025
Reduced 38.69%
|
|
Rossby Financial, Lcc
Melbourne, FL |
Apr 28, 2025 Q1 2025 |
1,382
shares
|
$67,096
0.03% of portfolio
|
Q1 2025
New holding
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,360
shares
|
$66,028
0.0% of portfolio
|
Q4 2023
Added 0.74%
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
1,195
shares
|
$58,017
0.0% of portfolio
|
Q4 2023
Added 167.36%
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
1,110
shares
|
$53,890
0.01% of portfolio
|
Q1 2025
Added 1.74%
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
1,095
shares
|
$53,162
0.04% of portfolio
|
Q1 2025
Reduced 8.6%
|
|
Sachetta, LLC
Lynnfield, MA |
May 02, 2025 Q1 2025 |
1,075
shares
|
$52,191
0.02% of portfolio
|
Q4 2024
Reduced 45.9%
|