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 423 institutions that hold shares in the stock, with a total of 63.1 Million shares, which have been reported (via 13F filing form) to have a value of $3.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Acorns Advisers, LLC
Irvine, CA |
Nov 13, 2025 Q3 2025 |
10,992,587
shares
|
$535 Million
4.22% of portfolio
|
Q3 2025
Added 7.78%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
Nov 14, 2025 Q3 2025 |
5,241,225
shares
|
$255 Million
0.63% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
2,368,074
shares
|
$115 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
2,113,364
shares
|
$103 Million
0.03% of portfolio
|
Q3 2025
Added 5.91%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
1,784,764
shares
|
$86.9 Million
0.0% of portfolio
|
Q2 2024
Added 36.04%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
1,723,373
shares
|
$83.9 Million
6.8% of portfolio
|
Q3 2025
Added 2.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,499,182
shares
|
$73 Million
0.1% of portfolio
|
Q3 2024
Added 153.96%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
1,345,877
shares
|
$65.6 Million
3.69% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
1,248,030
shares
|
$60.8 Million
0.08% of portfolio
|
Q3 2025
Added 7.91%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
1,176,780
shares
|
$57.3 Million
0.04% of portfolio
|
Q3 2025
Added 19.63%
|
|
|
Townsend & Associates, Inc
|
Oct 21, 2025 Q3 2025 |
1,149,069
shares
|
$56 Million
5.62% of portfolio
|
Q3 2025
Added 3.47%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 17, 2025 Q3 2025 |
997,635
shares
|
$48.6 Million
4.03% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
938,044
shares
|
$45.7 Million
0.0% of portfolio
|
Q3 2025
Added 22.66%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
904,807
shares
|
$44.1 Million
12.57% of portfolio
|
Q3 2025
Added 5.76%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
864,294
shares
|
$42.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.52%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
859,883
shares
|
$41.9 Million
0.0% of portfolio
|
Q3 2025
Added 14.75%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
822,849
shares
|
$40.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 19.68%
|
|
|
Newman & Schimel, LLC
|
Jan 20, 2023 Q4 2022 |
814,669
shares
|
$39.7 Million
17.12% of portfolio
|
Q4 2022
Reduced 3.31%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
793,785
shares
|
$38.7 Million
0.0% of portfolio
|
Q3 2025
Added 8.89%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
746,513
shares
|
$36.4 Million
3.57% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
707,670
shares
|
$34.5 Million
0.81% of portfolio
|
Q3 2025
Added 81.17%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
648,511
shares
|
$31.6 Million
0.01% of portfolio
|
Q3 2025
Added 3.57%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
580,194
shares
|
$28.3 Million
0.81% of portfolio
|
Q3 2025
Added 2.53%
|
|
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
Oct 30, 2025 Q3 2025 |
563,731
shares
|
$27.5 Million
16.52% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Courage Miller Partners, LLC
|
Oct 22, 2025 Q3 2025 |
550,008
shares
|
$26.8 Million
8.08% of portfolio
|
Q3 2025
Added 7.89%
|
|