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 388 institutions that hold shares in the stock, with a total of 57.6 Million shares, which have been reported (via 13F filing form) to have a value of $2.75 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
74,285
shares
|
$3.54 Million
0.01% of portfolio
|
Q3 2024
Added 13.51%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
69,387
shares
|
$3.31 Million
0.69% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
67,805
shares
|
$3.23 Million
0.02% of portfolio
|
Q3 2024
Added 17.07%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
67,693
shares
|
$3.23 Million
0.04% of portfolio
|
Q3 2024
Reduced 4.69%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
66,507
shares
|
$3.17 Million
0.0% of portfolio
|
Q3 2024
Reduced 51.13%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
65,223
shares
|
$3.11 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.27%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
64,454
shares
|
$3.07 Million
0.02% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
63,320
shares
|
$3.02 Million
0.08% of portfolio
|
Q3 2024
Added 8.77%
|
|
|
Dentgroup LLC
|
Oct 02, 2024 Q3 2024 |
62,790
shares
|
$2.99 Million
2.37% of portfolio
|
Q3 2024
Added 142.78%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
57,763
shares
|
$2.75 Million
0.23% of portfolio
|
Q3 2024
Added 3.81%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
57,650
shares
|
$2.75 Million
0.19% of portfolio
|
Q3 2024
Reduced 4.8%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
56,928
shares
|
$2.71 Million
0.39% of portfolio
|
Q3 2022
Reduced 6.85%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
56,035
shares
|
$2.67 Million
0.47% of portfolio
|
Q3 2024
New holding
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
55,657
shares
|
$2.65 Million
1.2% of portfolio
|
Q3 2024
Reduced 52.38%
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Nov 13, 2024 Q3 2024 |
54,513
shares
|
$2.6 Million
1.2% of portfolio
|
Q3 2024
Added 2.59%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
54,327
shares
|
$2.59 Million
0.13% of portfolio
|
Q3 2024
Reduced 15.92%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
53,977
shares
|
$2.57 Million
0.03% of portfolio
|
Q3 2024
Added 5.79%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
53,969
shares
|
$2.57 Million
2.08% of portfolio
|
Q2 2022
New holding
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
53,805
shares
|
$2.56 Million
0.25% of portfolio
|
Q4 2022
Added 19.61%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
53,232
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
50,127
shares
|
$2.39 Million
0.91% of portfolio
|
Q3 2024
Added 83.82%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
49,510
shares
|
$2.36 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
48,358
shares
|
$2.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
47,202
shares
|
$2.25 Million
0.81% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Wealth Dimensions Group, Ltd.
|
Nov 12, 2024 Q3 2024 |
47,092
shares
|
$2.24 Million
0.58% of portfolio
|
Q3 2024
Reduced 0.31%
|