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 424 institutions that hold shares in the stock, with a total of 63.2 Million shares, which have been reported (via 13F filing form) to have a value of $3.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,796
shares
|
$233,613
0.03% of portfolio
|
Q4 2024
Added 10.3%
|
|
|
Tanager Wealth Management LLP
|
Oct 24, 2025 Q3 2025 |
4,789
shares
|
$233,272
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
4,767
shares
|
$232,200
0.01% of portfolio
|
Q2 2025
Reduced 8.66%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
4,734
shares
|
$230,593
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Schwab Charitable Fund
|
Oct 27, 2025 Q3 2025 |
4,688
shares
|
$228,352
0.0% of portfolio
|
Q3 2025
Reduced 68.92%
|
|
|
Gallagher Benefit Services, Inc.
Rolling Meadows, IL |
Feb 27, 2023 Q4 2022 |
4,648
shares
|
$226,404
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
F3 Logic, LLC
|
Feb 14, 2023 Q4 2022 |
4,648
shares
|
$226,404
0.05% of portfolio
|
Q4 2022
Reduced 94.81%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
4,590
shares
|
$223,578
0.0% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Wealth Architects, LLC
|
Nov 13, 2025 Q3 2025 |
4,546
shares
|
$221,435
0.02% of portfolio
|
Q2 2025
Reduced 36.04%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
4,515
shares
|
$219,925
0.01% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Hudson Capital Management LLC
|
Oct 21, 2025 Q3 2025 |
4,478
shares
|
$218,123
0.06% of portfolio
|
Q3 2025
Reduced 4.21%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 23, 2025 Q3 2025 |
4,465
shares
|
$217,490
0.02% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
4,451
shares
|
$216,808
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
4,398
shares
|
$214,226
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
4,379
shares
|
$213,301
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2025 Q3 2025 |
4,351
shares
|
$211,937
0.09% of portfolio
|
Q3 2025
Reduced 4.42%
|
|
|
Key F Inancial Inc
|
Nov 05, 2025 Q3 2025 |
4,351
shares
|
$211,937
0.04% of portfolio
|
Q2 2024
Added 7.88%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 27, 2025 Q3 2025 |
4,324
shares
|
$210,622
0.0% of portfolio
|
Q3 2025
Added 1.6%
|
|
|
Green Square Capital Advisors LLC
|
Nov 14, 2025 Q3 2025 |
4,305
shares
|
$209,696
0.02% of portfolio
|
Q4 2024
Reduced 33.72%
|
|
|
Zhang Financial LLC
|
Nov 10, 2025 Q3 2025 |
4,299
shares
|
$209,404
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
4,227
shares
|
$205,897
0.0% of portfolio
|
Q3 2025
Reduced 13.73%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
4,218
shares
|
$205,458
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Summa Corp.
Tomball, TX |
Oct 27, 2025 Q3 2025 |
4,200
shares
|
$204,582
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Rice Partnership, LLC
|
Nov 10, 2025 Q3 2025 |
3,988
shares
|
$194,255
0.03% of portfolio
|
Q3 2025
Added 4.62%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
3,946
shares
|
$192,209
0.08% of portfolio
|
Q1 2023
Added 0.28%
|
|