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 |
|---|---|---|---|---|---|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
53,805
shares
|
$2.62 Million
0.25% of portfolio
|
Q4 2022
Added 19.61%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
52,509
shares
|
$2.56 Million
0.62% of portfolio
|
Q3 2025
Added 31.37%
|
|
|
City Holding CO
|
Oct 22, 2025 Q3 2025 |
52,336
shares
|
$2.55 Million
0.34% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
Nov 04, 2025 Q3 2025 |
52,324
shares
|
$2.55 Million
1.08% of portfolio
|
Q3 2025
Added 333.68%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
52,077
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
Wealth Dimensions Group, Ltd.
|
Oct 30, 2025 Q3 2025 |
50,492
shares
|
$2.46 Million
0.51% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Bcgm Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
50,232
shares
|
$2.45 Million
0.71% of portfolio
|
Q3 2025
Reduced 43.33%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
49,510
shares
|
$2.41 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Oct 10, 2025 Q3 2025 |
47,715
shares
|
$2.32 Million
0.4% of portfolio
|
Q3 2025
Reduced 80.84%
|
|
|
Cambridge Associates LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
47,033
shares
|
$2.29 Million
0.04% of portfolio
|
Q1 2025
Added 67.58%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
46,851
shares
|
$2.28 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
45,044
shares
|
$2.19 Million
0.15% of portfolio
|
Q3 2025
Reduced 10.49%
|
|
|
Jarislowsky, Fraser LTD
|
Oct 21, 2025 Q3 2025 |
44,580
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2025
Added 38.69%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
44,245
shares
|
$2.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 13.9%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
44,172
shares
|
$2.15 Million
0.4% of portfolio
|
Q3 2025
Added 3.7%
|
|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
43,741
shares
|
$2.13 Million
0.15% of portfolio
|
Q3 2025
Added 0.26%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
43,284
shares
|
$2.11 Million
0.45% of portfolio
|
Q4 2020
Reduced 0.13%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
43,108
shares
|
$2.1 Million
0.04% of portfolio
|
Q3 2025
Added 8.01%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Nov 13, 2025 Q3 2025 |
41,624
shares
|
$2.03 Million
0.69% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
Nov 12, 2025 Q3 2025 |
40,091
shares
|
$1.95 Million
0.19% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
39,525
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Horizon Family Wealth, Inc.
|
Nov 07, 2025 Q3 2025 |
38,239
shares
|
$1.86 Million
1.19% of portfolio
|
Q3 2025
Added 1.97%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 17, 2025 Q3 2025 |
38,082
shares
|
$1.85 Million
0.22% of portfolio
|
Q3 2025
Reduced 12.55%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
38,014
shares
|
$1.85 Million
0.71% of portfolio
|
Q3 2025
Added 0.78%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Oct 23, 2025 Q3 2025 |
37,480
shares
|
$1.83 Million
0.56% of portfolio
|
Q3 2025
Reduced 13.3%
|
|