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 409 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 |
|---|---|---|---|---|---|
|
Brio Consultants, LLC
|
Jan 24, 2025 Q4 2024 |
132,702
shares
|
$6.36 Million
1.0% of portfolio
|
Q4 2024
Reduced 2.99%
|
|
|
Providence First Trust CO
|
Feb 05, 2025 Q4 2024 |
131,365
shares
|
$6.3 Million
2.41% of portfolio
|
Q3 2024
Reduced 0.3%
|
|
|
Sterling Investment Advisors LLC
|
Jan 14, 2025 Q4 2024 |
130,445
shares
|
$6.26 Million
3.63% of portfolio
|
Q4 2024
Added 2.55%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Jan 28, 2025 Q4 2024 |
129,489
shares
|
$6.21 Million
2.04% of portfolio
|
Q4 2024
Added 20.24%
|
|
|
Values First Advisors, Inc.
|
Jan 29, 2025 Q4 2024 |
129,274
shares
|
$6.2 Million
3.49% of portfolio
|
Q4 2024
Reduced 17.32%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
128,197
shares
|
$6.15 Million
0.02% of portfolio
|
Q4 2024
Added 4.2%
|
|
|
Mjp Associates Inc
|
Feb 14, 2025 Q4 2024 |
128,076
shares
|
$6.14 Million
1.12% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Jan 17, 2025 Q4 2024 |
120,608
shares
|
$5.78 Million
5.59% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Jgp Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
120,606
shares
|
$5.78 Million
0.75% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
117,091
shares
|
$5.62 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Strategic Financial Partners, Ltd.
Bend, OR |
Feb 10, 2025 Q4 2024 |
114,166
shares
|
$5.48 Million
2.8% of portfolio
|
Q4 2024
Added 1347.52%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Jan 30, 2025 Q4 2024 |
111,905
shares
|
$5.37 Million
2.52% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Baker Ellis Asset Management LLC
|
Jan 17, 2025 Q4 2024 |
107,503
shares
|
$5.16 Million
0.78% of portfolio
|
Q4 2024
Added 2.97%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
96,044
shares
|
$4.61 Million
1.07% of portfolio
|
Q4 2024
Added 19.24%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Feb 12, 2025 Q4 2024 |
95,998
shares
|
$4.6 Million
2.83% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
95,023
shares
|
$4.56 Million
0.1% of portfolio
|
Q4 2024
Added 20.57%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
94,549
shares
|
$4.53 Million
0.01% of portfolio
|
Q4 2024
Added 4.07%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
93,264
shares
|
$4.47 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.66%
|
|
|
Lutz Financial Services LLC
|
Feb 03, 2025 Q4 2024 |
90,702
shares
|
$4.35 Million
0.35% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
First Hawaiian Bank
|
Jan 08, 2025 Q4 2024 |
88,465
shares
|
$4.24 Million
0.14% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Feb 11, 2025 Q4 2024 |
85,973
shares
|
$4.12 Million
0.42% of portfolio
|
Q4 2024
Reduced 10.38%
|
|
|
Bcgm Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
83,862
shares
|
$4.02 Million
1.39% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
83,651
shares
|
$4.01 Million
0.69% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
83,494
shares
|
$4 Million
0.01% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
82,576
shares
|
$3.96 Million
0.41% of portfolio
|
Q4 2024
Reduced 10.91%
|