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 |
|---|---|---|---|---|---|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
8,887
shares
|
$426,042
0.02% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
8,867
shares
|
$425,083
0.1% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
8,549
shares
|
$409,839
0.1% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
8,456
shares
|
$405,380
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Feb 06, 2025 Q4 2024 |
8,384
shares
|
$401,928
0.06% of portfolio
|
Q4 2024
Reduced 1.5%
|
|
|
Schwab Charitable Fund
|
Jan 16, 2025 Q4 2024 |
7,825
shares
|
$375,130
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Maryland Capital Advisors Inc.
|
Jan 30, 2025 Q4 2024 |
7,824
shares
|
$375,082
0.18% of portfolio
|
Q4 2024
Reduced 32.56%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
7,537
shares
|
$361,323
0.07% of portfolio
|
Q4 2024
Added 26.59%
|
|
|
Spirit Of America Management Corp
|
Jan 27, 2025 Q4 2024 |
7,166
shares
|
$343,538
0.07% of portfolio
|
Q4 2024
Added 2.42%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
7,158
shares
|
$343,154
0.0% of portfolio
|
Q4 2024
Reduced 21.18%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Jan 28, 2025 Q4 2024 |
6,939
shares
|
$332,655
0.07% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
6,934
shares
|
$332,415
0.01% of portfolio
|
Q4 2024
Reduced 16.09%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,798
shares
|
$325,896
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Feb 13, 2025 Q4 2024 |
6,736
shares
|
$322,923
0.06% of portfolio
|
Q3 2023
Reduced 32.23%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
6,694
shares
|
$320,910
0.02% of portfolio
|
Q4 2024
Added 52.9%
|
|
|
Williams & Novak, LLC
Westlake Village, CA |
Jan 22, 2025 Q4 2024 |
6,630
shares
|
$317,842
0.31% of portfolio
|
Q4 2024
Reduced 10.22%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Jan 13, 2025 Q4 2024 |
6,629
shares
|
$317,794
0.15% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
6,473
shares
|
$310,315
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,408
shares
|
$307,199
0.02% of portfolio
|
Q4 2023
Added 2.99%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Feb 12, 2025 Q4 2024 |
6,382
shares
|
$305,953
0.01% of portfolio
|
Q4 2024
Reduced 71.75%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
6,354
shares
|
$304,610
0.0% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
6,350
shares
|
$304,419
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
6,304
shares
|
$302,213
0.01% of portfolio
|
Q4 2024
Reduced 6.26%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
6,244
shares
|
$299,337
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Zhang Financial LLC
|
Jan 16, 2025 Q4 2024 |
6,228
shares
|
$298,570
0.02% of portfolio
|
Q4 2024
New holding
|