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 |
|---|---|---|---|---|---|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
82,207
shares
|
$3.94 Million
0.0% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Peoples Bank
|
Feb 03, 2025 Q4 2024 |
77,832
shares
|
$3.73 Million
2.2% of portfolio
|
Q4 2024
Added 2.17%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
76,867
shares
|
$3.69 Million
0.75% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
75,684
shares
|
$3.63 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.03%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
75,126
shares
|
$3.6 Million
0.24% of portfolio
|
Q4 2024
Added 30.31%
|
|
|
Dentgroup LLC
|
Jan 03, 2025 Q4 2024 |
74,877
shares
|
$3.59 Million
2.91% of portfolio
|
Q4 2024
Added 19.25%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jan 30, 2025 Q4 2024 |
71,629
shares
|
$3.44 Million
1.34% of portfolio
|
Q4 2024
Added 28.7%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
69,275
shares
|
$3.32 Million
0.04% of portfolio
|
Q4 2024
Added 2.34%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
67,354
shares
|
$3.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
65,222
shares
|
$3.13 Million
0.09% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
62,098
shares
|
$2.98 Million
0.03% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Seeds Investor LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
60,809
shares
|
$2.92 Million
0.83% of portfolio
|
Q4 2024
Added 21.31%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
58,951
shares
|
$2.83 Million
0.44% of portfolio
|
Q2 2024
Added 19.67%
|
|
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
Jan 29, 2025 Q4 2024 |
58,355
shares
|
$2.8 Million
7.82% of portfolio
|
Q4 2024
Added 255.37%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
57,199
shares
|
$2.74 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.26%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
56,928
shares
|
$2.73 Million
0.39% of portfolio
|
Q3 2022
Reduced 6.85%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Feb 11, 2025 Q4 2024 |
56,324
shares
|
$2.7 Million
1.21% of portfolio
|
Q4 2024
Added 3.32%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
54,441
shares
|
$2.61 Million
0.21% of portfolio
|
Q4 2024
Reduced 5.75%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Feb 06, 2025 Q4 2024 |
54,327
shares
|
$2.61 Million
0.13% of portfolio
|
Q3 2024
Reduced 15.92%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
53,969
shares
|
$2.59 Million
2.08% of portfolio
|
Q2 2022
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
53,805
shares
|
$2.58 Million
0.25% of portfolio
|
Q4 2022
Added 19.61%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
53,668
shares
|
$2.57 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
53,145
shares
|
$2.55 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Feb 12, 2025 Q4 2024 |
50,318
shares
|
$2.41 Million
1.07% of portfolio
|
Q4 2024
Added 16.91%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
49,510
shares
|
$2.37 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.49%
|