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 |
|---|---|---|---|---|---|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
528,400
shares
|
$25.6 Million
0.04% of portfolio
|
Q1 2025
Added 134.83%
|
|
|
Courage Miller Partners, LLC
|
Apr 28, 2025 Q1 2025 |
520,195
shares
|
$25.2 Million
8.54% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
May 06, 2025 Q1 2025 |
505,439
shares
|
$24.5 Million
16.72% of portfolio
|
Q1 2025
Added 10.14%
|
|
|
Koss Olinger Consulting, LLC
|
May 12, 2025 Q1 2025 |
492,346
shares
|
$23.8 Million
2.02% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
490,976
shares
|
$23.8 Million
0.82% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
474,692
shares
|
$23 Million
0.95% of portfolio
|
Q1 2025
Added 11.24%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
440,404
shares
|
$21.3 Million
0.41% of portfolio
|
Q4 2022
Added 314.46%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
390,604
shares
|
$18.9 Million
0.54% of portfolio
|
Q2 2025
Added 62.31%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 14, 2025 Q2 2025 |
382,554
shares
|
$18.5 Million
5.35% of portfolio
|
Q2 2025
Added 3.77%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Apr 30, 2025 Q1 2025 |
364,796
shares
|
$17.7 Million
2.72% of portfolio
|
Q1 2025
Added 7.18%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
362,924
shares
|
$17.6 Million
0.2% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
360,505
shares
|
$17.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 69.16%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
May 15, 2025 Q1 2025 |
341,608
shares
|
$16.5 Million
0.82% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
320,873
shares
|
$15.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 38.99%
|
|
|
Wealth Management Resources, Inc.
|
Apr 23, 2025 Q1 2025 |
311,929
shares
|
$15.1 Million
5.47% of portfolio
|
Q1 2025
Added 5.21%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Apr 25, 2025 Q1 2025 |
299,574
shares
|
$14.5 Million
5.09% of portfolio
|
Q1 2025
Added 8.62%
|
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
298,413
shares
|
$14.5 Million
2.55% of portfolio
|
Q2 2025
Reduced 6.96%
|
|
|
Dorval Corp
Maple Grove, MN |
Apr 23, 2025 Q1 2025 |
280,767
shares
|
$13.6 Million
5.46% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Omega Financial Group, LLC
|
May 01, 2025 Q1 2025 |
270,019
shares
|
$13.1 Million
5.01% of portfolio
|
Q1 2025
Added 3.43%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
May 08, 2025 Q1 2025 |
268,805
shares
|
$13 Million
4.94% of portfolio
|
Q1 2025
New holding
|
|
|
Lineweaver Wealth Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
249,026
shares
|
$12.1 Million
2.17% of portfolio
|
Q2 2025
Added 23.52%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
239,840
shares
|
$11.6 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
234,603
shares
|
$11.4 Million
0.01% of portfolio
|
Q1 2025
Added 6.09%
|
|
|
Iron Financial, LLC
|
Apr 25, 2025 Q1 2025 |
219,188
shares
|
$10.6 Million
6.03% of portfolio
|
Q1 2025
Added 1.17%
|
|
|
Abundance Wealth Counselors
|
Jul 21, 2025 Q2 2025 |
218,284
shares
|
$10.6 Million
1.99% of portfolio
|
Q2 2025
Reduced 5.24%
|