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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
535,340
shares
|
$26.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 38.71%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
534,640
shares
|
$26 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.39%
|
|
|
Cim, LLC
|
Nov 14, 2025 Q3 2025 |
532,918
shares
|
$26 Million
3.61% of portfolio
|
Q3 2025
Reduced 5.35%
|
|
|
Pittenger & Anderson Inc
|
Nov 03, 2025 Q3 2025 |
530,332
shares
|
$25.8 Million
0.98% of portfolio
|
Q3 2025
Added 9.23%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
513,036
shares
|
$25 Million
0.67% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
466,169
shares
|
$22.7 Million
1.79% of portfolio
|
Q3 2025
Reduced 0.41%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2025 Q3 2025 |
460,948
shares
|
$22.5 Million
0.85% of portfolio
|
Q3 2025
Added 12.49%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
460,167
shares
|
$22.4 Million
0.0% of portfolio
|
Q3 2025
Added 72.55%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
421,596
shares
|
$20.5 Million
0.28% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
411,167
shares
|
$20 Million
0.18% of portfolio
|
Q3 2025
Added 9.46%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 24, 2025 Q3 2025 |
390,344
shares
|
$19 Million
5.5% of portfolio
|
Q3 2025
Added 2.04%
|
|
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
Oct 30, 2025 Q3 2025 |
386,857
shares
|
$18.8 Million
2.62% of portfolio
|
Q3 2025
Added 6.6%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
360,505
shares
|
$17.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 69.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
359,882
shares
|
$17.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 29.89%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
346,166
shares
|
$16.9 Million
8.23% of portfolio
|
Q3 2025
Added 56.55%
|
|
|
Wealth Management Resources, Inc.
|
Oct 16, 2025 Q3 2025 |
344,379
shares
|
$16.8 Million
5.44% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Dorval Corp
Maple Grove, MN |
Oct 29, 2025 Q3 2025 |
304,234
shares
|
$14.8 Million
4.92% of portfolio
|
Q3 2025
Added 5.26%
|
|
|
Capital Insight Partners, LLC
|
Oct 14, 2025 Q3 2025 |
294,464
shares
|
$14.3 Million
2.47% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Omega Financial Group, LLC
|
Nov 12, 2025 Q3 2025 |
286,277
shares
|
$13.9 Million
4.67% of portfolio
|
Q3 2025
Added 4.57%
|
|
|
Alexander Randolph Advisory, Inc.
Mclean, VA |
Nov 07, 2025 Q3 2025 |
284,969
shares
|
$13.9 Million
11.47% of portfolio
|
Q3 2025
Added 13.76%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2025 Q3 2025 |
273,100
shares
|
$13.3 Million
0.02% of portfolio
|
Q3 2025
Reduced 32.82%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
265,681
shares
|
$12.9 Million
0.11% of portfolio
|
Q3 2025
Added 36.48%
|
|
|
Buttonwood Financial Advisors Inc.
|
Oct 21, 2025 Q3 2025 |
262,762
shares
|
$12.8 Million
4.58% of portfolio
|
Q3 2025
Added 40.19%
|
|
|
Abundance Wealth Counselors
|
Oct 22, 2025 Q3 2025 |
238,108
shares
|
$11.6 Million
2.22% of portfolio
|
Q3 2025
Added 9.08%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Oct 17, 2025 Q3 2025 |
210,446
shares
|
$10.3 Million
4.57% of portfolio
|
Q3 2025
Added 0.17%
|
|