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 |
|---|---|---|---|---|---|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
26,225
shares
|
$1.26 Million
0.0% of portfolio
|
Q4 2024
Added 31.5%
|
|
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
Jan 17, 2025 Q4 2024 |
25,894
shares
|
$1.24 Million
1.22% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Rather & Kittrell, Inc.
Knoxville, TN |
Feb 13, 2025 Q4 2024 |
25,807
shares
|
$1.24 Million
0.32% of portfolio
|
Q4 2024
Reduced 14.96%
|
|
|
Essex Financial Services, Inc.
|
Jan 29, 2025 Q4 2024 |
25,270
shares
|
$1.21 Million
0.09% of portfolio
|
Q4 2024
Reduced 26.31%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
24,283
shares
|
$1.16 Million
0.03% of portfolio
|
Q4 2024
Added 12.53%
|
|
|
Per Stirling Capital Management, Llc.
Austin, TX |
Feb 13, 2025 Q4 2024 |
23,658
shares
|
$1.13 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Level Wealth Management LLC
Greensboro, NC |
Jan 24, 2025 Q4 2024 |
23,257
shares
|
$1.12 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
22,834
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
22,673
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.58%
|
|
|
Vicus Capital
State College, PA |
Jan 30, 2025 Q4 2024 |
21,866
shares
|
$1.05 Million
0.09% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
21,752
shares
|
$1.04 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.49%
|
|
|
Sunburst Financial Group, LLC
|
Jan 29, 2025 Q4 2024 |
21,572
shares
|
$1.03 Million
0.27% of portfolio
|
Q4 2024
Reduced 22.53%
|
|
|
Onyx Bridge Wealth Group LLC
|
Jan 27, 2025 Q4 2024 |
21,083
shares
|
$1.01 Million
0.15% of portfolio
|
Q4 2024
Added 69.72%
|
|
|
Sheets Smith Wealth Management
|
Jan 17, 2025 Q4 2024 |
20,990
shares
|
$1.01 Million
0.12% of portfolio
|
Q4 2024
Reduced 0.66%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Feb 04, 2025 Q4 2024 |
20,329
shares
|
$974,978
0.23% of portfolio
|
Q4 2024
Reduced 2.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
20,124
shares
|
$965,147
0.02% of portfolio
|
Q4 2024
Added 0.46%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
19,847
shares
|
$951,862
0.18% of portfolio
|
Q4 2024
Reduced 1.29%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
19,283
shares
|
$924,812
0.46% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
19,004
shares
|
$911,431
0.07% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
18,723
shares
|
$897,955
0.0% of portfolio
|
Q4 2024
Added 1.13%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
18,527
shares
|
$888,554
0.02% of portfolio
|
Q4 2024
Reduced 11.16%
|
|
|
Michael A. Dubis Financial Planning, LLC
Middleton, WI |
Feb 12, 2025 Q4 2024 |
18,415
shares
|
$883,183
0.85% of portfolio
|
Q4 2024
New holding
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Feb 10, 2025 Q4 2024 |
18,408
shares
|
$882,847
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Able Financial Group, LLC
Scottsdale, AZ |
Oct 31, 2024 Q3 2024 |
17,930
shares
|
$859,922
0.27% of portfolio
|
Q3 2024
Reduced 2.32%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
17,740
shares
|
$850,810
0.17% of portfolio
|
Q4 2024
Added 1.56%
|