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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2025 Q3 2025 |
9,000
shares
|
$438,390
0.03% of portfolio
|
Q4 2023
Reduced 14.04%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
8,959
shares
|
$436,392
0.0% of portfolio
|
Q3 2025
Reduced 49.18%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
8,867
shares
|
$431,911
0.09% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 30, 2025 Q3 2025 |
8,546
shares
|
$416,275
0.0% of portfolio
|
Q3 2025
Added 10.53%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
8,473
shares
|
$412,719
0.07% of portfolio
|
Q3 2025
Added 114.24%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
8,242
shares
|
$401,467
0.05% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 10, 2025 Q3 2025 |
8,136
shares
|
$396,304
0.01% of portfolio
|
Q3 2025
Reduced 63.78%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Nov 13, 2025 Q3 2025 |
8,045
shares
|
$391,871
0.11% of portfolio
|
Q3 2025
Added 12.96%
|
|
|
Gts Securities LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
7,808
shares
|
$380,327
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
7,629
shares
|
$371,608
0.0% of portfolio
|
Q3 2025
Reduced 22.91%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
7,478
shares
|
$364,253
0.09% of portfolio
|
Q3 2025
Reduced 13.24%
|
|
|
Sc&H Financial Advisors, Inc.
Sparks, MD |
Oct 21, 2025 Q3 2025 |
7,331
shares
|
$357,093
0.07% of portfolio
|
Q3 2025
Reduced 0.56%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
7,315
shares
|
$356,313
0.01% of portfolio
|
Q3 2025
Reduced 6.8%
|
|
|
Spirit Of America Management Corp
|
Oct 15, 2025 Q3 2025 |
7,202
shares
|
$350,809
0.07% of portfolio
|
Q3 2025
Added 2.8%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Dec 16, 2025 Q3 2025 |
7,190
shares
|
$350,224
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Nov 04, 2025 Q3 2025 |
7,086
shares
|
$345,159
0.09% of portfolio
|
Q3 2025
Added 0.55%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
6,927
shares
|
$337,414
0.03% of portfolio
|
Q3 2025
Reduced 30.79%
|
|
|
Kelman Lazarov, Inc.
Memphis, TN |
Nov 12, 2025 Q3 2025 |
6,923
shares
|
$337,219
0.05% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
6,861
shares
|
$334,199
0.0% of portfolio
|
Q3 2025
Reduced 16.4%
|
|
|
Weaver Consulting Group
|
Nov 10, 2025 Q3 2025 |
6,850
shares
|
$333,663
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
Nov 03, 2025 Q3 2025 |
6,794
shares
|
$330,935
0.12% of portfolio
|
Q2 2025
Added 19.84%
|
|
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
Oct 21, 2025 Q3 2025 |
6,759
shares
|
$329,230
0.14% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
6,629
shares
|
$322,898
0.0% of portfolio
|
Q3 2025
Added 4.25%
|
|