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 |
|---|---|---|---|---|---|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
220
shares
|
$10,654
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
209
shares
|
$10,121
0.0% of portfolio
|
Q1 2025
Added 23.67%
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
206
shares
|
$9,976
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
201
shares
|
$9,734
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
187
shares
|
$9,056
0.0% of portfolio
|
Q1 2025
Reduced 75.03%
|
|
|
Townsend Asset Management Corp
|
Jul 16, 2025 Q2 2025 |
185
shares
|
$8,959
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
168
shares
|
$8,136
0.0% of portfolio
|
Q4 2024
Reduced 31.43%
|
|
|
Clearstead Trust, LLC
Portland, ME |
May 09, 2025 Q1 2025 |
163
shares
|
$7,894
0.0% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
160
shares
|
$7,748
0.0% of portfolio
|
Q1 2025
Reduced 48.22%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
146
shares
|
$7,070
0.0% of portfolio
|
Q2 2025
Reduced 62.47%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
117
shares
|
$5,666
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pineridge Advisors LLC
St. Charles, MO |
Apr 30, 2025 Q1 2025 |
110
shares
|
$5,327
0.0% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Founders Financial Alliance, LLC
Raleigh, NC |
May 12, 2025 Q1 2025 |
108
shares
|
$5,230
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
May 13, 2025 Q1 2025 |
100
shares
|
$4,843
0.0% of portfolio
|
Q4 2023
Reduced 66.78%
|
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
92
shares
|
$4,455
0.0% of portfolio
|
Q4 2022
Reduced 55.34%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
87
shares
|
$4,213
0.0% of portfolio
|
Q4 2023
Added 1.16%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
71
shares
|
$3,438
0.0% of portfolio
|
Q3 2024
Reduced 99.97%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
64
shares
|
$3,099
0.0% of portfolio
|
Q4 2024
Reduced 86.21%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
64
shares
|
$3,099
0.0% of portfolio
|
Q1 2025
Reduced 84.8%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
55
shares
|
$2,663
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
53
shares
|
$2,566
0.0% of portfolio
|
Q3 2024
Reduced 1.85%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
50
shares
|
$2,421
0.0% of portfolio
|
Q1 2023
Added 2400.0%
|
|
|
Jnba Financial Advisors
|
Apr 25, 2025 Q1 2025 |
25
shares
|
$1,210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
21
shares
|
$1,017
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Strengthening Families & Communities, LLC
|
May 12, 2025 Q1 2025 |
19
shares
|
$920
0.0% of portfolio
|
Q1 2025
New holding
|