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 62.2 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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
12,573
shares
|
$602,749
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Jarislowsky, Fraser LTD
|
Feb 14, 2025 Q4 2024 |
12,430
shares
|
$595,894
0.0% of portfolio
|
Q4 2024
Added 1.22%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
12,390
shares
|
$593,976
0.04% of portfolio
|
Q4 2024
Added 4.56%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Feb 13, 2025 Q4 2024 |
11,998
shares
|
$575,184
0.05% of portfolio
|
Q4 2024
Reduced 5.0%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
11,742
shares
|
$562,911
0.08% of portfolio
|
Q4 2024
Reduced 16.91%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
11,463
shares
|
$549,536
0.0% of portfolio
|
Q4 2024
Added 35.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
11,393
shares
|
$546,180
0.0% of portfolio
|
Q4 2024
Reduced 15.58%
|
|
|
Opus Capital Group, LLC
|
Jan 31, 2025 Q4 2024 |
11,341
shares
|
$543,687
0.07% of portfolio
|
Q4 2024
Added 10.97%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,940
shares
|
$524,463
0.2% of portfolio
|
Q1 2022
Reduced 1.8%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jan 29, 2025 Q4 2024 |
10,900
shares
|
$522,546
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
10,889
shares
|
$522,018
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Northwest Capital Management Inc
|
Feb 04, 2025 Q4 2024 |
10,643
shares
|
$510,225
0.23% of portfolio
|
Q2 2024
Added 6.31%
|
|
|
Greenwood Gearhart Inc
Fayetteville, AR |
Feb 13, 2025 Q4 2024 |
10,560
shares
|
$506,246
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jan 13, 2025 Q4 2024 |
10,424
shares
|
$499,726
0.19% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Fortress Financial Group, LLC
Rochester, MN |
Feb 05, 2025 Q4 2024 |
10,329
shares
|
$495,172
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Northern Trust Corp
Chicago, IL |
Feb 14, 2025 Q4 2024 |
10,077
shares
|
$483,091
0.0% of portfolio
|
Q2 2024
Reduced 8.2%
|
|
|
Capital Market Strategies LLC
|
Jan 06, 2025 Q4 2024 |
9,922
shares
|
$475,660
0.28% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
Intrua Financial, LLC
Houston, TX |
Feb 13, 2025 Q2 2023 |
9,884
shares
|
$473,838
0.08% of portfolio
|
Q2 2023
Reduced 6.5%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,763
shares
|
$468,038
0.01% of portfolio
|
Q1 2024
Reduced 64.71%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Feb 11, 2025 Q4 2024 |
9,713
shares
|
$465,641
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
9,710
shares
|
$465,497
0.02% of portfolio
|
Q4 2024
Added 5.9%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
9,536
shares
|
$457,155
0.04% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Feb 10, 2025 Q4 2024 |
9,400
shares
|
$450,636
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Lvz, Inc.
|
Feb 06, 2025 Q4 2024 |
9,020
shares
|
$432,418
0.06% of portfolio
|
Q4 2024
Added 17.2%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Feb 13, 2025 Q4 2024 |
9,000
shares
|
$431,460
0.02% of portfolio
|
Q4 2023
Reduced 14.04%
|