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 |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
4,796
shares
|
$229,920
0.03% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
4,772
shares
|
$228,769
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
4,754
shares
|
$227,906
0.0% of portfolio
|
Q4 2024
Reduced 18.44%
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
4,659
shares
|
$223,352
0.02% of portfolio
|
Q2 2024
Added 3.26%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,648
shares
|
$222,825
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,648
shares
|
$222,825
0.05% of portfolio
|
Q4 2022
Reduced 94.81%
|
|
|
Hudson Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
4,646
shares
|
$222,729
0.07% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
4,521
shares
|
$216,736
0.01% of portfolio
|
Q3 2024
Reduced 6.73%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
4,491
shares
|
$215,298
0.0% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
4,406
shares
|
$211,223
0.0% of portfolio
|
Q4 2024
Reduced 39.09%
|
|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
4,397
shares
|
$210,792
0.02% of portfolio
|
Q4 2024
Reduced 0.14%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
4,392
shares
|
$210,552
0.04% of portfolio
|
Q2 2024
Reduced 17.01%
|
|
|
Holderness Investments CO
Greensboro, NC |
Feb 11, 2025 Q4 2024 |
4,379
shares
|
$209,929
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jan 17, 2025 Q4 2024 |
4,355
shares
|
$208,778
0.02% of portfolio
|
Q4 2024
Reduced 4.56%
|
|
|
Key F Inancial Inc
|
Jan 31, 2025 Q4 2024 |
4,351
shares
|
$208,586
0.05% of portfolio
|
Q2 2024
Added 7.88%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
4,343
shares
|
$208,203
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
4,342
shares
|
$208,155
0.04% of portfolio
|
Q4 2024
Reduced 18.46%
|
|
|
Green Square Capital Advisors LLC
|
Feb 14, 2025 Q4 2024 |
4,305
shares
|
$206,381
0.03% of portfolio
|
Q4 2024
Reduced 33.72%
|
|
|
Security National Bank
|
Feb 10, 2025 Q4 2024 |
4,231
shares
|
$202,834
0.03% of portfolio
|
Q4 2024
Added 65.34%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,946
shares
|
$189,171
0.08% of portfolio
|
Q1 2023
Added 0.28%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
3,932
shares
|
$188,500
0.03% of portfolio
|
Q4 2024
Reduced 35.55%
|
|
|
Rice Partnership, LLC
|
Jan 24, 2025 Q4 2024 |
3,592
shares
|
$172,200
0.03% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
3,565
shares
|
$170,906
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
Jan 29, 2025 Q4 2024 |
3,501
shares
|
$167,837
0.12% of portfolio
|
Q4 2024
Reduced 36.01%
|
|
|
Financial Advisory Service, Inc.
|
Feb 14, 2025 Q4 2024 |
3,321
shares
|
$159,208
0.01% of portfolio
|
Q4 2024
Reduced 40.48%
|