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 |
|---|---|---|---|---|---|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
May 08, 2025 Q1 2025 |
209,648
shares
|
$10.2 Million
9.92% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
206,668
shares
|
$10 Million
0.01% of portfolio
|
Q1 2025
Added 1.48%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
206,145
shares
|
$9.98 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Apr 16, 2025 Q1 2025 |
206,067
shares
|
$9.98 Million
4.98% of portfolio
|
Q1 2025
Added 6.76%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
196,651
shares
|
$9.52 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.11%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
195,716
shares
|
$9.48 Million
0.76% of portfolio
|
Q1 2025
Reduced 7.13%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jul 15, 2025 Q2 2025 |
187,435
shares
|
$9.08 Million
3.78% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jul 17, 2025 Q2 2025 |
185,273
shares
|
$8.97 Million
7.93% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Wescott Financial Advisory Group, LLC
|
May 14, 2025 Q1 2025 |
180,550
shares
|
$8.74 Million
1.02% of portfolio
|
Q1 2025
Added 4.73%
|
|
|
Morris Financial Concepts, Inc.
|
Apr 29, 2025 Q1 2025 |
170,914
shares
|
$8.28 Million
3.53% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
168,449
shares
|
$8.16 Million
0.02% of portfolio
|
Q4 2024
Added 22.49%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
166,724
shares
|
$8.07 Million
4.71% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
165,636
shares
|
$8.02 Million
0.79% of portfolio
|
Q2 2025
Reduced 16.64%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
165,118
shares
|
$8 Million
0.0% of portfolio
|
Q1 2025
Added 100.86%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Apr 30, 2025 Q1 2025 |
162,771
shares
|
$7.88 Million
2.32% of portfolio
|
Q1 2025
Added 25.7%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
160,748
shares
|
$7.79 Million
2.99% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
157,849
shares
|
$7.64 Million
0.74% of portfolio
|
Q2 2023
Added 5.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
156,380
shares
|
$7.57 Million
0.03% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Cranbrook Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
154,557
shares
|
$7.49 Million
1.61% of portfolio
|
Q2 2025
Reduced 4.71%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
152,644
shares
|
$7.39 Million
3.01% of portfolio
|
Q2 2025
Added 1850.97%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
May 08, 2025 Q1 2025 |
149,675
shares
|
$7.25 Million
2.8% of portfolio
|
Q1 2025
Added 11.97%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
145,679
shares
|
$7.06 Million
1.24% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Sterling Investment Advisors LLC
|
Jul 10, 2025 Q2 2025 |
142,614
shares
|
$6.91 Million
3.18% of portfolio
|
Q2 2025
Added 3.34%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Apr 28, 2025 Q1 2025 |
142,382
shares
|
$6.9 Million
2.11% of portfolio
|
Q1 2025
Added 4.94%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
140,473
shares
|
$6.8 Million
2.38% of portfolio
|
Q1 2025
Added 2.79%
|