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 |
|---|---|---|---|---|---|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
49,176
shares
|
$2.36 Million
0.81% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
48,181
shares
|
$2.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
47,592
shares
|
$2.28 Million
0.05% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Wealth Dimensions Group, Ltd.
|
Feb 13, 2025 Q4 2024 |
47,586
shares
|
$2.28 Million
0.56% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
46,754
shares
|
$2.24 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.38%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Jan 28, 2025 Q4 2024 |
46,109
shares
|
$2.21 Million
0.43% of portfolio
|
Q4 2024
Reduced 33.55%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
45,474
shares
|
$2.18 Million
0.48% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
44,387
shares
|
$2.13 Million
0.04% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Pds Planning, Inc
|
Feb 10, 2025 Q4 2024 |
43,489
shares
|
$2.09 Million
0.19% of portfolio
|
Q4 2024
Added 0.45%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
43,284
shares
|
$2.08 Million
0.45% of portfolio
|
Q4 2020
Reduced 0.13%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Feb 12, 2025 Q4 2024 |
42,509
shares
|
$2.04 Million
0.26% of portfolio
|
Q4 2024
Reduced 4.24%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
42,422
shares
|
$2.03 Million
0.0% of portfolio
|
Q4 2024
Reduced -0.0%
|
|
|
City Holding CO
|
Jan 16, 2025 Q4 2024 |
42,320
shares
|
$2.03 Million
0.3% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
True Wealth Financial Partners
|
Feb 13, 2025 Q4 2024 |
41,869
shares
|
$2.01 Million
1.26% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Charter Oak Capital Management, LLC
|
Jan 22, 2025 Q4 2024 |
39,964
shares
|
$1.92 Million
0.18% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
39,779
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
39,444
shares
|
$1.89 Million
0.69% of portfolio
|
Q4 2024
Added 3.12%
|
|
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
Feb 10, 2025 Q4 2024 |
38,918
shares
|
$1.87 Million
0.72% of portfolio
|
Q4 2024
Added 165.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
38,641
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Added 53.78%
|
|
|
Horizon Family Wealth, Inc.
|
Feb 11, 2025 Q4 2024 |
38,047
shares
|
$1.82 Million
1.27% of portfolio
|
Q4 2024
Added 13.9%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
37,905
shares
|
$1.82 Million
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Columbus Macro, LLC
|
Jan 24, 2025 Q4 2024 |
37,796
shares
|
$1.81 Million
0.26% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
37,093
shares
|
$1.78 Million
0.02% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
34,886
shares
|
$1.67 Million
0.43% of portfolio
|
Q4 2024
Reduced 11.09%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
33,864
shares
|
$1.62 Million
0.72% of portfolio
|
Q4 2024
Added 15.45%
|