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 |
|---|---|---|---|---|---|
|
Kfa Private Wealth Group, LLC
|
Oct 03, 2025 Q3 2025 |
135,415
shares
|
$6.6 Million
1.91% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Baker Ellis Asset Management LLC
|
Oct 23, 2025 Q3 2025 |
134,630
shares
|
$6.56 Million
0.84% of portfolio
|
Q3 2025
Added 3.09%
|
|
|
Jgp Wealth Management, LLC
|
Oct 15, 2025 Q3 2025 |
131,167
shares
|
$6.39 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
130,631
shares
|
$6.36 Million
0.11% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Providence First Trust CO
|
Oct 29, 2025 Q3 2025 |
130,588
shares
|
$6.36 Million
2.26% of portfolio
|
Q2 2025
Added 1.56%
|
|
|
Values First Advisors, Inc.
|
Oct 21, 2025 Q3 2025 |
130,514
shares
|
$6.36 Million
3.57% of portfolio
|
Q3 2025
Added 2.15%
|
|
|
Russell Investments Group, Ltd.
|
Nov 13, 2025 Q3 2025 |
128,699
shares
|
$6.27 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Brio Consultants, LLC
|
Nov 10, 2025 Q3 2025 |
126,608
shares
|
$6.17 Million
0.88% of portfolio
|
Q3 2025
Reduced 1.99%
|
|
|
Corepath Wealth Partners LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
121,926
shares
|
$5.94 Million
4.37% of portfolio
|
Q3 2025
Added 5.95%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
116,824
shares
|
$5.69 Million
0.1% of portfolio
|
Q3 2025
Added 543.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
115,955
shares
|
$5.65 Million
0.01% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Arkansas Financial Group, Inc.
|
Oct 24, 2025 Q3 2025 |
113,686
shares
|
$5.54 Million
0.83% of portfolio
|
Q3 2025
Reduced 17.06%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
111,529
shares
|
$5.43 Million
0.01% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
107,218
shares
|
$5.22 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.94%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
105,899
shares
|
$5.16 Million
0.04% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Bluestem Financial Advisors, LLC
Champaign, IL |
Oct 07, 2025 Q3 2025 |
105,356
shares
|
$5.13 Million
2.01% of portfolio
|
Q3 2025
Reduced 0.59%
|
|
|
Investment Research Partners LLC
Lemont, PA |
Dec 01, 2025 Q3 2025 |
105,004
shares
|
$5.11 Million
2.31% of portfolio
|
Q3 2025
New holding
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 27, 2025 Q3 2025 |
104,151
shares
|
$5.07 Million
1.7% of portfolio
|
Q3 2025
Reduced 30.41%
|
|
|
C M Bidwell & Associates LTD
Honolulu, HI |
Nov 13, 2025 Q3 2025 |
98,748
shares
|
$4.81 Million
2.38% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Oct 20, 2025 Q3 2025 |
92,589
shares
|
$4.51 Million
1.47% of portfolio
|
Q3 2025
Added 10.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
91,894
shares
|
$4.48 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.56%
|
|
|
Lutz Financial Services LLC
|
Nov 10, 2025 Q3 2025 |
91,801
shares
|
$4.47 Million
0.32% of portfolio
|
Q3 2025
Added 1.38%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
83,659
shares
|
$4.08 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
79,676
shares
|
$3.88 Million
0.04% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Seeds Investor LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
79,333
shares
|
$3.86 Million
0.82% of portfolio
|
Q3 2025
Added 28.4%
|
|