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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
992
shares
|
$48,161
0.0% of portfolio
|
Q3 2024
Added 40.71%
|
|
|
Woodside Wealth Management LLC
Framingham, MA |
Jul 23, 2025 Q2 2025 |
956
shares
|
$46,413
0.04% of portfolio
|
Q2 2025
Added 2.14%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
779
shares
|
$37,820
0.0% of portfolio
|
Q1 2025
Reduced 32.96%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
760
shares
|
$36,898
0.0% of portfolio
|
Q1 2025
Added 75900.0%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
706
shares
|
$34,276
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
690
shares
|
$33,499
0.0% of portfolio
|
Q1 2025
Added 762.5%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
684
shares
|
$33,208
0.0% of portfolio
|
Q2 2023
Added 0.59%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
679
shares
|
$32,965
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
580
shares
|
$28,159
0.0% of portfolio
|
Q1 2025
Reduced 27.32%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
575
shares
|
$27,916
0.0% of portfolio
|
Q4 2022
Reduced 8.0%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
518
shares
|
$25,148
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
507
shares
|
$24,614
0.02% of portfolio
|
Q4 2021
New holding
|
|
|
Pacifica Partners Inc.
|
Jul 14, 2025 Q2 2025 |
504
shares
|
$24,469
0.01% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
501
shares
|
$24,323
0.0% of portfolio
|
Q1 2024
Reduced 6.0%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
489
shares
|
$23,740
0.0% of portfolio
|
Q1 2025
Reduced 2.98%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 01, 2025 Q1 2025 |
472
shares
|
$22,915
0.01% of portfolio
|
Q4 2023
Reduced 63.24%
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
446
shares
|
$21,653
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
424
shares
|
$20,585
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Godsey & Gibb Associates
|
Apr 11, 2025 Q1 2025 |
327
shares
|
$15,875
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
313
shares
|
$15,196
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
307
shares
|
$14,904
0.01% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
May 15, 2025 Q1 2025 |
291
shares
|
$14,128
0.0% of portfolio
|
Q4 2024
Reduced 20.49%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
265
shares
|
$12,865
0.0% of portfolio
|
Q1 2024
Reduced 76.96%
|
|
|
General Partner, Inc.
Pittsburgh, PA |
Jul 07, 2025 Q2 2025 |
245
shares
|
$11,894
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
225
shares
|
$10,923
0.0% of portfolio
|
Q1 2025
New holding
|