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 386 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.76 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
123,035
shares
|
$5.88 Million
0.02% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
119,157
shares
|
$5.7 Million
0.01% of portfolio
|
Q3 2024
Added 20.4%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Oct 15, 2024 Q3 2024 |
118,322
shares
|
$5.66 Million
5.59% of portfolio
|
Q3 2024
Added 3.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
117,821
shares
|
$5.63 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 07, 2024 Q3 2024 |
117,330
shares
|
$5.61 Million
3.14% of portfolio
|
Q3 2024
Added 24.37%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
113,976
shares
|
$5.45 Million
0.72% of portfolio
|
Q3 2024
Added 2.1%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
113,817
shares
|
$5.44 Million
2.65% of portfolio
|
Q3 2024
Added 124.55%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 28, 2024 Q3 2024 |
107,693
shares
|
$5.15 Million
1.81% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 15, 2024 Q3 2024 |
104,400
shares
|
$4.99 Million
0.73% of portfolio
|
Q3 2024
Added 4.19%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
95,928
shares
|
$4.59 Million
0.48% of portfolio
|
Q3 2024
Reduced 29.42%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
94,842
shares
|
$4.54 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
92,693
shares
|
$4.43 Million
0.46% of portfolio
|
Q3 2024
Reduced 5.31%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
90,848
shares
|
$4.34 Million
0.01% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Lutz Financial Services LLC
|
Oct 29, 2024 Q3 2024 |
90,492
shares
|
$4.33 Million
0.36% of portfolio
|
Q3 2024
Added 9.8%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2024 Q3 2024 |
90,480
shares
|
$4.33 Million
2.72% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
87,310
shares
|
$4.18 Million
0.14% of portfolio
|
Q3 2024
Added 0.96%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 06, 2024 Q3 2024 |
81,597
shares
|
$3.9 Million
1.39% of portfolio
|
Q3 2024
Added 3.58%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
80,549
shares
|
$3.85 Million
0.92% of portfolio
|
Q3 2024
Added 30.8%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Oct 21, 2024 Q3 2024 |
80,266
shares
|
$3.84 Million
0.68% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
79,443
shares
|
$3.8 Million
0.0% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
78,866
shares
|
$3.77 Million
0.0% of portfolio
|
Q3 2024
Added 4.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
78,812
shares
|
$3.77 Million
0.09% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
77,039
shares
|
$3.68 Million
0.72% of portfolio
|
Q3 2024
Reduced 0.8%
|
|
|
Peoples Bank
|
Oct 23, 2024 Q3 2024 |
76,181
shares
|
$3.64 Million
1.9% of portfolio
|
Q3 2024
Reduced 2.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
74,450
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 15.05%
|