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 408 institutions that hold shares in the stock, with a total of 62 Million shares, which have been reported (via 13F filing form) to have a value of $2.96 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorns Advisers, LLC
Irvine, CA |
Feb 13, 2025 Q4 2024 |
10,728,367
shares
|
$512 Million
4.97% of portfolio
|
Q4 2024
Added 4.87%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Feb 14, 2025 Q4 2024 |
5,045,625
shares
|
$241 Million
0.65% of portfolio
|
Q4 2024
Added 4.24%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
3,402,553
shares
|
$163 Million
11.27% of portfolio
|
Q4 2024
Added 8.48%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Feb 06, 2025 Q4 2024 |
3,068,324
shares
|
$147 Million
0.03% of portfolio
|
Q4 2024
Added 0.37%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
1,899,924
shares
|
$90.7 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,784,764
shares
|
$85.2 Million
0.0% of portfolio
|
Q2 2024
Added 36.04%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
1,504,770
shares
|
$71.9 Million
4.58% of portfolio
|
Q4 2024
Added 16.25%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,499,182
shares
|
$71.6 Million
0.1% of portfolio
|
Q3 2024
Added 153.96%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
1,132,511
shares
|
$54.1 Million
0.09% of portfolio
|
Q4 2024
Added 5.59%
|
|
|
Townsend & Associates, Inc
|
Feb 03, 2025 Q4 2024 |
1,025,796
shares
|
$49 Million
5.34% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
925,379
shares
|
$44.2 Million
3.67% of portfolio
|
Q4 2024
Added 4.89%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
877,893
shares
|
$41.9 Million
0.01% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
814,669
shares
|
$38.9 Million
17.12% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
792,445
shares
|
$37.8 Million
12.52% of portfolio
|
Q4 2024
Added 6.41%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
766,894
shares
|
$36.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.76%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
766,731
shares
|
$36.6 Million
0.0% of portfolio
|
Q4 2024
Added 9.41%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
690,202
shares
|
$33 Million
0.03% of portfolio
|
Q4 2024
Added 11.27%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
684,581
shares
|
$32.7 Million
3.85% of portfolio
|
Q3 2024
Added 0.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
655,534
shares
|
$31.3 Million
0.01% of portfolio
|
Q4 2024
Added 15.83%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
622,243
shares
|
$29.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
607,626
shares
|
$29 Million
0.01% of portfolio
|
Q4 2024
Reduced 28.29%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
598,274
shares
|
$28.6 Million
0.01% of portfolio
|
Q4 2024
Added 7.71%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
597,640
shares
|
$28.5 Million
0.01% of portfolio
|
Q4 2024
Added 3.14%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
538,537
shares
|
$25.7 Million
0.81% of portfolio
|
Q4 2024
Added 0.77%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
525,942
shares
|
$25.1 Million
0.01% of portfolio
|
Q4 2024
Added 18.46%
|