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 |
|---|---|---|---|---|---|
|
Cim, LLC
|
Jan 16, 2025 Q3 2024 |
519,439
shares
|
$24.9 Million
3.65% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Courage Miller Partners, LLC
|
Jan 16, 2025 Q4 2024 |
518,656
shares
|
$24.9 Million
8.5% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
490,163
shares
|
$23.5 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
486,104
shares
|
$23.3 Million
2.04% of portfolio
|
Q4 2024
Added 3.56%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Feb 03, 2025 Q4 2024 |
458,904
shares
|
$22 Million
16.12% of portfolio
|
Q4 2024
Added 4.08%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
440,404
shares
|
$21.1 Million
0.41% of portfolio
|
Q4 2022
Added 314.46%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
426,710
shares
|
$20.5 Million
0.82% of portfolio
|
Q4 2024
Added 8.66%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
360,505
shares
|
$17.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 69.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
342,410
shares
|
$16.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jan 28, 2025 Q4 2024 |
340,591
shares
|
$16.3 Million
5.01% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
340,370
shares
|
$16.3 Million
2.47% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Feb 14, 2025 Q4 2024 |
333,444
shares
|
$16 Million
0.78% of portfolio
|
Q4 2024
Reduced 16.54%
|
|
|
Capital Insight Partners, LLC
|
Jan 24, 2025 Q4 2024 |
318,526
shares
|
$15.3 Million
2.66% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Wealth Management Resources, Inc.
|
Jan 21, 2025 Q4 2024 |
296,477
shares
|
$14.2 Million
5.23% of portfolio
|
Q4 2024
Added 43.94%
|
|
|
Dorval Corp
Maple Grove, MN |
Jan 29, 2025 Q4 2024 |
277,511
shares
|
$13.3 Million
5.27% of portfolio
|
Q4 2024
Added 4.09%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
275,806
shares
|
$13.2 Million
5.05% of portfolio
|
Q4 2024
Added 6.23%
|
|
|
Omega Financial Group, LLC
|
Jan 14, 2025 Q4 2024 |
261,070
shares
|
$12.5 Million
4.72% of portfolio
|
Q4 2024
Added 8.62%
|
|
|
Boyd Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
244,111
shares
|
$11.7 Million
5.76% of portfolio
|
Q4 2024
Added 51.55%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
244,090
shares
|
$11.7 Million
0.02% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Abundance Wealth Counselors
|
Jan 24, 2025 Q4 2024 |
243,596
shares
|
$11.7 Million
2.53% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
225,012
shares
|
$10.8 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.81%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
221,146
shares
|
$10.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.46%
|
|
|
Iron Financial, LLC
|
Jan 22, 2025 Q4 2024 |
216,650
shares
|
$10.4 Million
5.89% of portfolio
|
Q4 2024
Added 18.35%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
213,999
shares
|
$10.3 Million
0.01% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jan 22, 2025 Q4 2024 |
212,797
shares
|
$10.2 Million
0.64% of portfolio
|
Q4 2024
Added 6.39%
|