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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
206,145
shares
|
$10 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.17%
|
|
|
Fonville Wealth Management LLC
Richmond, VA |
Oct 27, 2025 Q3 2025 |
200,407
shares
|
$9.76 Million
2.2% of portfolio
|
Q3 2025
Added 18.47%
|
|
|
Fiduciary Advisors, Inc.
St. Louis, MO |
Oct 14, 2025 Q3 2025 |
198,543
shares
|
$9.67 Million
7.83% of portfolio
|
Q3 2025
Added 7.16%
|
|
|
Wescott Financial Advisory Group, LLC
|
Nov 05, 2025 Q3 2025 |
197,582
shares
|
$9.62 Million
0.97% of portfolio
|
Q3 2025
Added 8.05%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
194,351
shares
|
$9.47 Million
0.01% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
188,123
shares
|
$9.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.93%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
180,454
shares
|
$8.79 Million
0.61% of portfolio
|
Q3 2025
Reduced 4.56%
|
|
|
Garrett Investment Advisors LLC
|
Oct 09, 2025 Q3 2025 |
179,421
shares
|
$8.74 Million
0.81% of portfolio
|
Q3 2025
Added 8.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
178,412
shares
|
$8.69 Million
0.01% of portfolio
|
Q3 2025
Added 31.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
177,162
shares
|
$8.63 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
176,684
shares
|
$8.61 Million
0.03% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
176,492
shares
|
$8.6 Million
3.19% of portfolio
|
Q3 2025
Added 5.55%
|
|
|
Clune & Associates, Ltd.
Chicago, IL |
Oct 17, 2025 Q3 2025 |
171,658
shares
|
$8.36 Million
2.1% of portfolio
|
Q3 2025
Added 14.65%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
169,684
shares
|
$8.27 Million
3.09% of portfolio
|
Q3 2025
Added 11.16%
|
|
|
Boston Mountain Money Management Inc
Bentonville, AR |
Oct 11, 2024 Q3 2024 |
166,724
shares
|
$8.12 Million
4.71% of portfolio
|
Q3 2024
Added 5.89%
|
|
|
Lws Wealth Advisors, Inc.
|
Feb 09, 2024 Q4 2023 |
160,748
shares
|
$7.83 Million
2.99% of portfolio
|
Q4 2023
Added 6.86%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
157,849
shares
|
$7.69 Million
0.74% of portfolio
|
Q2 2023
Added 5.52%
|
|
|
Independence Financial Advisors, LLC
Franklin, NH |
Oct 24, 2025 Q3 2025 |
151,705
shares
|
$7.39 Million
2.26% of portfolio
|
Q3 2025
Reduced 44.19%
|
|
|
Cranbrook Wealth Management, LLC
|
Oct 14, 2025 Q3 2025 |
151,098
shares
|
$7.36 Million
1.5% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 12, 2025 Q3 2025 |
148,168
shares
|
$7.22 Million
0.09% of portfolio
|
Q3 2025
Added 123.02%
|
|
|
Windsor Group LTD
|
Oct 24, 2023 Q3 2023 |
145,679
shares
|
$7.1 Million
1.24% of portfolio
|
Q3 2023
Reduced 2.54%
|
|
|
Gilbert Capital Group, Inc.
North Yarmouth, ME |
Dec 02, 2025 Q3 2025 |
141,913
shares
|
$6.91 Million
5.36% of portfolio
|
Q3 2025
Added 2.3%
|
|
|
Keybank National Association
|
Nov 04, 2025 Q3 2025 |
137,936
shares
|
$6.72 Million
0.02% of portfolio
|
Q3 2025
Added 20.24%
|
|
|
Sterling Investment Advisors LLC
|
Oct 29, 2025 Q3 2025 |
137,720
shares
|
$6.71 Million
3.52% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
136,617
shares
|
$6.65 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.7%
|
|