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 |
|---|---|---|---|---|---|
|
Lvz, Inc.
|
Oct 27, 2025 Q3 2025 |
6,595
shares
|
$321,242
0.04% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
6,577
shares
|
$320,365
0.03% of portfolio
|
Q2 2025
Reduced 38.9%
|
|
|
True Wealth Financial Partners
|
Nov 20, 2025 Q3 2025 |
6,524
shares
|
$317,784
0.16% of portfolio
|
Q3 2025
Reduced 58.72%
|
|
|
Curat Global, LLC
Springfield, NH |
Oct 28, 2025 Q3 2025 |
6,457
shares
|
$314,520
0.3% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
6,425
shares
|
$312,961
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
6,408
shares
|
$312,133
0.02% of portfolio
|
Q4 2023
Added 2.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
6,325
shares
|
$308,090
0.01% of portfolio
|
Q2 2025
Added 7.29%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
6,157
shares
|
$299,907
0.0% of portfolio
|
Q3 2025
Reduced 42.23%
|
|
|
Priebe Wealth Holdings LLC
Maple Grove, MN |
Jul 25, 2025 Q2 2025 |
6,115
shares
|
$297,861
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
6,104
shares
|
$297,325
0.22% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Sig Fig Wealth Management, LLC
San Francisco, CA |
Oct 21, 2025 Q3 2025 |
6,038
shares
|
$294,110
0.01% of portfolio
|
Q3 2025
Added 19.87%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
5,992
shares
|
$291,870
0.02% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
5,690
shares
|
$277,159
0.08% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
Nov 12, 2025 Q3 2025 |
5,640
shares
|
$274,724
0.22% of portfolio
|
Q4 2023
Added 30.14%
|
|
|
Walter & Keenan Wealth Management LLC
|
Nov 13, 2025 Q3 2025 |
5,540
shares
|
$269,853
0.08% of portfolio
|
Q2 2023
Reduced 17.8%
|
|
|
Essex Savings Bank
|
Nov 04, 2025 Q3 2025 |
5,470
shares
|
$266,443
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Oct 16, 2025 Q3 2025 |
5,432
shares
|
$264,592
0.13% of portfolio
|
Q4 2021
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 06, 2025 Q3 2025 |
5,425
shares
|
$264,251
0.02% of portfolio
|
Q1 2025
Reduced 14.62%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 10, 2025 Q3 2025 |
5,420
shares
|
$264,008
0.04% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Sfmg, LLC
|
Nov 13, 2025 Q3 2025 |
5,277
shares
|
$257,042
0.02% of portfolio
|
Q3 2025
Added 1.29%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
5,245
shares
|
$255,483
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Silverlake Wealth Management LLC
Williston, VT |
Oct 27, 2025 Q3 2025 |
5,161
shares
|
$251,392
0.06% of portfolio
|
Q3 2025
Added 4.69%
|
|
|
Pinnacle Financial Partners Inc
|
Oct 28, 2025 Q3 2025 |
5,154
shares
|
$251,051
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Infinity Wealth Counsel, LLC
Loveland, OH |
Oct 07, 2025 Q3 2025 |
5,060
shares
|
$246,472
0.24% of portfolio
|
Q3 2025
Reduced 8.99%
|
|
|
Wealth Forward, LLC
Fargo, ND |
Nov 06, 2025 Q3 2025 |
5,042
shares
|
$245,595
0.14% of portfolio
|
Q4 2023
New holding
|
|