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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
210,743
shares
|
$10.1 Million
0.82% of portfolio
|
Q4 2024
Reduced 25.56%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
206,719
shares
|
$9.91 Million
1.96% of portfolio
|
Q4 2024
Reduced 20.3%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
206,499
shares
|
$9.9 Million
0.1% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Feb 03, 2025 Q4 2024 |
205,068
shares
|
$9.84 Million
9.08% of portfolio
|
Q4 2024
Reduced 6.87%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
203,646
shares
|
$9.77 Million
0.0% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Jan 30, 2025 Q4 2024 |
193,014
shares
|
$9.26 Million
4.76% of portfolio
|
Q4 2024
Added 64.51%
|
|
|
Garrett Investment Advisors LLC
|
Jan 15, 2025 Q4 2024 |
180,896
shares
|
$8.68 Million
0.92% of portfolio
|
Q4 2024
Added 17.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
172,932
shares
|
$8.29 Million
0.02% of portfolio
|
Q4 2024
Reduced 6.12%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
172,389
shares
|
$8.27 Million
0.96% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Morris Financial Concepts, Inc.
|
Jan 29, 2025 Q4 2024 |
168,910
shares
|
$8.1 Million
3.51% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
166,724
shares
|
$8 Million
4.71% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Cranbrook Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
166,542
shares
|
$7.99 Million
1.85% of portfolio
|
Q4 2024
Reduced 3.61%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Jan 23, 2025 Q4 2024 |
165,641
shares
|
$7.94 Million
7.96% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
164,932
shares
|
$7.91 Million
0.01% of portfolio
|
Q4 2024
Reduced 39.94%
|
|
|
Buttonwood Financial Advisors Inc.
|
Jan 22, 2025 Q4 2024 |
163,016
shares
|
$7.82 Million
3.52% of portfolio
|
Q4 2024
Added 8.37%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
160,748
shares
|
$7.71 Million
2.99% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
157,849
shares
|
$7.57 Million
0.74% of portfolio
|
Q2 2023
Added 5.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
155,190
shares
|
$7.44 Million
0.02% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Arkansas Financial Group, Inc.
|
Jan 17, 2025 Q4 2024 |
151,249
shares
|
$7.25 Million
1.17% of portfolio
|
Q4 2024
Reduced 6.09%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
145,679
shares
|
$6.99 Million
1.24% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Advisor Os, LLC
|
Feb 04, 2025 Q4 2024 |
144,075
shares
|
$6.91 Million
0.82% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Kfa Private Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
136,655
shares
|
$6.55 Million
2.73% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Feb 11, 2025 Q4 2024 |
135,677
shares
|
$6.51 Million
2.15% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
134,890
shares
|
$6.47 Million
0.01% of portfolio
|
Q4 2024
Added 13.2%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
133,671
shares
|
$6.41 Million
2.54% of portfolio
|
Q3 2024
Added 3.91%
|