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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
50,967
shares
|
$2.47 Million
0.02% of portfolio
|
Q1 2025
Added 31.9%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
50,737
shares
|
$2.46 Million
0.2% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
50,286
shares
|
$2.44 Million
0.84% of portfolio
|
Q1 2025
Added 2.26%
|
|
|
Wealth Dimensions Group, Ltd.
|
May 05, 2025 Q1 2025 |
49,899
shares
|
$2.42 Million
0.58% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
49,510
shares
|
$2.4 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Apr 30, 2025 Q1 2025 |
49,376
shares
|
$2.39 Million
0.95% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
47,928
shares
|
$2.32 Million
0.32% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
47,352
shares
|
$2.29 Million
0.03% of portfolio
|
Q1 2025
Added 1.28%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
47,269
shares
|
$2.29 Million
0.15% of portfolio
|
Q1 2025
Reduced 77.79%
|
|
|
Cambridge Associates LLC
Boston, MA |
May 15, 2025 Q1 2025 |
47,033
shares
|
$2.28 Million
0.06% of portfolio
|
Q1 2025
Added 67.58%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jul 21, 2025 Q2 2025 |
44,739
shares
|
$2.17 Million
1.38% of portfolio
|
Q2 2025
Added 11.16%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
May 01, 2025 Q1 2025 |
43,673
shares
|
$2.12 Million
0.42% of portfolio
|
Q1 2025
Reduced 5.28%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jul 08, 2025 Q2 2025 |
43,545
shares
|
$2.11 Million
0.28% of portfolio
|
Q2 2025
Reduced 28.96%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
43,284
shares
|
$2.1 Million
0.45% of portfolio
|
Q4 2020
Reduced 0.13%
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
43,169
shares
|
$2.09 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.74%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
42,060
shares
|
$2.04 Million
0.8% of portfolio
|
Q1 2025
Added 6.63%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
41,321
shares
|
$2 Million
0.41% of portfolio
|
Q1 2025
Added 18.45%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
May 14, 2025 Q1 2025 |
40,644
shares
|
$1.97 Million
0.23% of portfolio
|
Q1 2025
Reduced 4.39%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
39,970
shares
|
$1.94 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
38,881
shares
|
$1.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.3%
|
|
|
Columbus Macro, LLC
|
Apr 17, 2025 Q1 2025 |
38,483
shares
|
$1.86 Million
0.26% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Horizon Family Wealth, Inc.
|
May 09, 2025 Q1 2025 |
38,014
shares
|
$1.84 Million
1.3% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
37,719
shares
|
$1.83 Million
0.74% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
37,372
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.05%
|
|
|
Charter Oak Capital Management, LLC
|
Jul 10, 2025 Q2 2025 |
37,200
shares
|
$1.8 Million
0.15% of portfolio
|
Q2 2025
Added 0.16%
|