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 |
|---|---|---|---|---|---|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
24,636
shares
|
$1.19 Million
0.16% of portfolio
|
Q1 2025
Reduced 24.29%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24,283
shares
|
$1.18 Million
0.03% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
24,020
shares
|
$1.16 Million
0.44% of portfolio
|
Q2 2025
Reduced 9.95%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
May 14, 2025 Q1 2025 |
23,658
shares
|
$1.15 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
May 14, 2025 Q1 2025 |
23,466
shares
|
$1.14 Million
0.21% of portfolio
|
Q1 2025
Reduced 29.8%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
22,710
shares
|
$1.1 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Ironwood Investment Counsel, LLC
|
May 09, 2025 Q1 2025 |
22,647
shares
|
$1.1 Million
0.2% of portfolio
|
Q1 2025
Reduced 31.19%
|
|
|
Vicus Capital
State College, PA |
Jul 18, 2025 Q2 2025 |
22,273
shares
|
$1.08 Million
0.09% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
22,094
shares
|
$1.07 Million
0.02% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Essex Financial Services, Inc.
|
Jul 16, 2025 Q2 2025 |
21,968
shares
|
$1.06 Million
0.07% of portfolio
|
Q2 2025
Added 3.01%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
21,683
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
Added 38.74%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
21,145
shares
|
$1.02 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
20,881
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
Added 3.76%
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Apr 22, 2025 Q1 2025 |
20,845
shares
|
$1.01 Million
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Apr 28, 2025 Q1 2025 |
20,170
shares
|
$976,833
0.64% of portfolio
|
Q1 2025
Reduced 13.27%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
20,088
shares
|
$972,861
0.46% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Sunburst Financial Group, LLC
|
May 08, 2025 Q1 2025 |
20,044
shares
|
$970,730
0.25% of portfolio
|
Q1 2025
Reduced 7.08%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
19,847
shares
|
$961,190
0.19% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Western Wealth Management, LLC
|
Apr 23, 2025 Q1 2025 |
19,775
shares
|
$957,703
0.07% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
19,506
shares
|
$944,675
0.19% of portfolio
|
Q1 2025
Added 9.95%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
19,050
shares
|
$922,591
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Apr 30, 2025 Q1 2025 |
18,863
shares
|
$913,535
0.0% of portfolio
|
Q1 2025
Reduced 34.91%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
May 02, 2025 Q1 2025 |
18,701
shares
|
$905,689
0.09% of portfolio
|
Q1 2025
Added 13.09%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Apr 14, 2025 Q1 2025 |
18,245
shares
|
$883,605
0.87% of portfolio
|
Q1 2025
Reduced 0.92%
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
17,972
shares
|
$870,383
0.21% of portfolio
|
Q1 2025
Reduced 0.01%
|