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 |
|---|---|---|---|---|---|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
13,151
shares
|
$640,585
0.01% of portfolio
|
Q2 2024
Reduced 10.06%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
13,084
shares
|
$637,321
0.03% of portfolio
|
Q3 2025
Added 24.63%
|
|
|
Evensky & Katz LLC
|
Nov 13, 2025 Q3 2025 |
13,033
shares
|
$634,837
0.04% of portfolio
|
Q3 2025
Added 3.85%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
12,932
shares
|
$629,917
0.02% of portfolio
|
Q3 2025
Reduced 7.87%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
12,855
shares
|
$626,167
0.0% of portfolio
|
Q3 2025
Reduced 2.89%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
12,783
shares
|
$622,659
0.0% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
12,302
shares
|
$599,230
0.07% of portfolio
|
Q3 2025
Added 3.26%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
12,273
shares
|
$597,817
0.0% of portfolio
|
Q3 2025
Reduced 3.25%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
11,638
shares
|
$566,886
0.02% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
11,507
shares
|
$560,505
0.0% of portfolio
|
Q3 2025
Reduced 6.42%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
11,150
shares
|
$543,116
0.02% of portfolio
|
Q3 2025
Reduced 18.52%
|
|
|
Ieq Capital, LLC
|
Nov 14, 2025 Q3 2025 |
11,041
shares
|
$537,807
0.0% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
10,999
shares
|
$535,761
0.0% of portfolio
|
Q3 2025
Reduced 5.34%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
10,940
shares
|
$532,887
0.2% of portfolio
|
Q1 2022
Reduced 1.8%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
10,679
shares
|
$520,174
0.01% of portfolio
|
Q3 2025
Added 8.74%
|
|
|
Northwest Capital Management Inc
|
Oct 20, 2025 Q3 2025 |
10,655
shares
|
$519,005
0.58% of portfolio
|
Q3 2025
Reduced 3.71%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 21, 2025 Q3 2025 |
10,424
shares
|
$507,753
0.18% of portfolio
|
Q4 2024
Added 6.89%
|
|
|
Accredited Investor Services, LLC
St. Cloud, MN |
Oct 21, 2025 Q3 2025 |
9,881
shares
|
$481,303
0.33% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
9,763
shares
|
$475,555
0.01% of portfolio
|
Q1 2024
Reduced 64.71%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 29, 2025 Q3 2025 |
9,562
shares
|
$465,765
0.01% of portfolio
|
Q3 2025
Reduced 4.82%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
9,536
shares
|
$464,498
0.04% of portfolio
|
Q3 2022
Added 0.21%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
9,519
shares
|
$463,670
0.0% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
9,440
shares
|
$459,822
0.06% of portfolio
|
Q3 2025
Reduced 4.55%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Nov 13, 2025 Q3 2025 |
9,400
shares
|
$457,874
0.01% of portfolio
|
Q1 2020
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
9,078
shares
|
$442,189
0.01% of portfolio
|
Q3 2025
Added 97.18%
|
|