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 |
|---|---|---|---|---|---|
|
Centaurus Financial, Inc.
|
Nov 20, 2025 Q3 2025 |
3,759
shares
|
$183,100
0.01% of portfolio
|
Q3 2025
Added 7.58%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Oct 31, 2025 Q3 2025 |
3,744
shares
|
$182,370
0.02% of portfolio
|
Q3 2025
Reduced 4.02%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
3,436
shares
|
$167,367
0.03% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Financial Advisory Service, Inc.
|
Oct 29, 2025 Q3 2025 |
3,327
shares
|
$162,058
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
3,196
shares
|
$155,677
0.02% of portfolio
|
Q3 2025
Added 7.36%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
2,829
shares
|
$137,800
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
2,662
shares
|
$129,666
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,657
shares
|
$129,422
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
2,530
shares
|
$123,236
0.0% of portfolio
|
Q1 2020
Added 4.35%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
2,407
shares
|
$117,244
0.0% of portfolio
|
Q3 2025
Added 37.7%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
2,390
shares
|
$116,416
0.0% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Kopp Family Office, LLC
Bloomington, MN |
Oct 16, 2025 Q3 2025 |
2,173
shares
|
$105,846
0.07% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Security National Bank
|
Oct 20, 2025 Q3 2025 |
2,168
shares
|
$105,603
0.02% of portfolio
|
Q3 2025
Reduced 46.65%
|
|
|
Kopp Le Roy C
Bloomington, MN |
Jun 03, 2024 Q1 2024 |
2,015
shares
|
$98,150
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 07, 2025 Q3 2025 |
1,970
shares
|
$95,958
0.0% of portfolio
|
Q1 2025
Reduced 2.96%
|
|
|
Clear Investment Research, LLC
|
Nov 07, 2025 Q3 2025 |
1,934
shares
|
$94,205
0.13% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
1,880
shares
|
$91,574
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
1,746
shares
|
$85,047
0.02% of portfolio
|
Q3 2025
Reduced 6.58%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,740
shares
|
$84,755
0.01% of portfolio
|
Q3 2025
Reduced 87.26%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 14, 2025 Q3 2025 |
1,714
shares
|
$83,488
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
1,695
shares
|
$82,563
0.0% of portfolio
|
Q3 2025
Added 41.84%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
1,547
shares
|
$75,354
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
Oct 27, 2025 Q3 2025 |
1,529
shares
|
$74,477
0.04% of portfolio
|
Q3 2025
Reduced 36.5%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Nov 13, 2025 Q3 2025 |
1,442
shares
|
$70,239
0.0% of portfolio
|
Q1 2025
Reduced 38.69%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,360
shares
|
$66,245
0.0% of portfolio
|
Q4 2023
Added 0.74%
|
|