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iShares Core 1-5 Year USD Bond ETF (ISTB) Institutional Ownership

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Institutional Ownership Changes (13F Filings) for iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)

Number of
Institutional Buyers
(last 12 months)
224
Total
Institutional Inflows
(last 12 months)
$782.53M
Number of
Institutional Sellers
(last 12 months)
220
Total
Institutional Outflows
(last 12 months)
$909.78M
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ISTB Institutional Buying and Selling by Quarter

iShares Core 1-5 Year USD Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/24/2024 Townsend & Associates Inc945,072$44.42M5.1%+2.3%1.098%
4/24/2024 Buttonwood Financial Advisors Inc.139,144$6.60M3.1%+6.0%0.162%
4/24/2024 Essex Financial Services Inc.15,678$744K0.1%N/A0.018%
4/23/2024 IRON Financial LLC164,289$7.79M4.3%-0.6%0.191%
4/23/2024 Charter Oak Capital Management LLC45,509$2.16M0.2%-1.1%0.053%
4/23/2024 Global Retirement Partners LLC24,168$1.15M0.0%-1.8%0.028%
4/23/2024 Oak Harbor Wealth Partners LLC6,379$303K0.1%-4.4%0.007%
4/23/2024 Raymond James Financial Services Advisors Inc.438,281$20.79M0.0%-10.9%0.509%
4/22/2024 Cahaba Wealth Management Inc.766,076$36.34M3.3%+6.6%0.890%
4/22/2024 PFG Investments LLC5,780$274K0.0%-47.6%0.007%
4/22/2024 Rockwood Wealth Management LLC7,343$348K0.0%N/A0.009%
4/22/2024 Raymond James & Associates1,200,586$56.96M0.0%+3.4%1.394%
4/22/2024 MBL Wealth LLC661,033$31.36M3.6%+5.2%0.768%
4/19/2024 Wealth Management Resources Inc.178,380$8.46M3.7%+6.0%0.207%
4/19/2024 Wealthstar Advisors LLC42,772$2.03M0.7%-0.7%0.050%
4/19/2024 Hudson Capital Management LLC7,256$344K0.1%+4.5%0.008%
4/19/2024 Abundance Wealth Counselors167,088$7.93M1.8%+7.5%0.194%
4/19/2024 Valley National Advisers Inc.5,790$274K0.0%-4.8%0.007%
4/18/2024 Morris Financial Concepts Inc.147,657$7.01M3.6%+0.9%0.171%
4/18/2024 Miracle Mile Advisors LLC112,432$5.33M0.1%-31.6%0.130%
4/18/2024 Aviance Capital Partners LLC7,822$371K0.1%+13.4%0.009%
4/18/2024 Omega Financial Group LLC240,000$11.39M4.7%+3.0%0.278%
4/17/2024 Stephens Consulting LLC8,858$420K0.1%-31.2%0.010%
4/17/2024 Founders Financial Securities LLC273,817$12.99M1.4%-15.7%0.317%
4/17/2024 Vicus Capital22,468$1.07M0.1%-6.3%0.026%
4/17/2024Baker Ellis Asset Management LLC89,650$4.25M0.6%+6.8%0.104%
4/16/2024 Capital Insight Partners LLC308,062$14.61M2.7%+2.6%0.357%
4/16/2024 Courage Miller Partners LLC482,389$22.89M7.9%+0.9%0.559%
4/16/2024 Maltin Wealth Management Inc.19,215$912K0.5%+1.7%0.022%
4/16/2024 Sunburst Financial Group LLC26,473$1.25M0.4%-28.6%0.031%
4/16/2024 Wealth Enhancement Advisory Services LLC49,220$2.34M0.0%+21.3%0.057%
4/16/2024 Arkansas Financial Group Inc.176,516$8.37M1.5%-0.4%0.205%
4/15/2024 Aspiriant LLC15,015$712K0.0%-14.6%0.017%
4/15/2024 Security National Bank1,953$93K0.0%N/A0.002%
4/13/2024 Hoxton Planning & Management LLC125,251$5.94M2.8%+7.6%0.145%
4/13/2024 Columbus Macro LLC34,404$1.63M0.6%+3.7%0.040%
4/13/2024 Affinity Capital Advisors LLC11,092$526K0.1%+45.9%0.013%
4/13/2024 Quad Cities Investment Group LLC16,460$781K0.5%+1.6%0.019%
4/12/2024 Dynamic Advisor Solutions LLC92,435$4.39M0.1%-31.7%0.107%
4/12/2024 CGN Advisors LLC98,618$4.68M0.6%-70.4%0.114%
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4/12/2024 Pacifica Partners Inc.1,038$49K0.0%+102.3%0.001%
4/12/2024 Financial Synergies Wealth Advisors Inc.65,282$3.10M0.4%-71.5%0.075%
4/12/2024 Traynor Capital Management Inc.6,076$288K0.0%+42.2%0.007%
4/12/2024 First PREMIER Bank25,333$1.20M0.3%+3.1%0.029%
4/12/2024 Northwest Investment Counselors LLC3,988$189K0.0%-39.9%0.005%
4/12/2024 High Net Worth Advisory Group LLC7,218$342K0.1%-18.2%0.008%
4/11/2024 City Holding Co.44,522$2.11M0.3%+1.4%0.051%
4/11/2024 Opal Wealth Advisors LLC306,441$14.54M4.9%-29.7%0.354%
4/11/2024 MJP Associates Inc. ADV103,231$4.90M1.1%+323.7%0.119%
4/11/2024 Maryland Capital Advisors Inc.138,799$6.59M4.1%-16.1%0.160%
4/11/2024 Sterling Investment Advisors LLC ADV120,974$5.74M3.4%+4.1%0.140%
4/10/2024 Park Avenue Securities LLC16,589$787K0.0%-18.9%0.019%
4/9/2024 Northwest Capital Management Inc10,011$475K0.2%+14.5%0.012%
4/9/2024 Mather Group LLC.105,758$5.03M0.1%+0.5%0.122%
4/8/2024 Evensky & Katz LLC11,670$554K0.0%-8.6%0.013%
4/5/2024 First Hawaiian Bank85,675$4.06M0.1%+0.6%0.099%
4/5/2024 Capital Market Strategies LLC10,007$475K0.4%-6.0%0.012%
4/3/2024 Prairieview Wealth Partners LLC171,149$8.12M7.4%+5.3%0.198%
3/22/2024PNC Financial Services Group Inc.195,598$9.30M0.0%+7.3%0.226%
3/15/2024B. Riley Wealth Advisors Inc.9,322$443K0.0%-40.9%0.011%
2/26/2024Centaurus Financial Inc.5,269$251K0.0%N/A0.006%
2/23/2024Cim LLC463,288$21.89M3.7%N/A0.535%
2/23/2024 Arkansas Financial Group Inc.177,184$8.43M1.6%+0.6%0.205%
2/23/2024Chicago Partners Investment Group LLC13,543$643K0.0%-65.4%0.016%
2/21/2024Wealth Forward LLC5,042$240K0.2%N/A0.006%
2/20/2024Wellington Wealth Strategies LLC.21,181$1.01M0.9%N/A0.024%
2/16/2024Secured Retirement Advisors LLC20,365$969K0.9%N/A0.024%
2/16/2024Studio Investment Management LLC53,284$2.53M0.6%-4.2%0.062%
2/15/2024Osterweis Capital Management Inc.9,000$428K0.0%-14.0%0.010%
2/15/2024 Bluestem Financial Advisors LLC164,088$7.80M4.5%-2.2%0.189%
2/15/2024C M Bidwell & Associates Ltd.88,356$4.20M3.1%+4.9%0.102%
2/15/2024Comerica Bank27,278$1.30M0.0%-15.2%0.031%
2/14/2024Elevate Wealth Advisory Inc.1,256$60K0.1%N/A0.001%
2/14/2024Wescott Financial Advisory Group LLC106,309$5.06M0.7%+16.3%0.123%
2/13/2024Joseph Group Capital Management35,449$1.69M1.0%+2.1%0.041%
2/13/2024Jones Financial Companies Lllp600,395$28.56M0.0%-6.5%0.693%
2/12/2024 Burkett Financial Services LLC4,460$212K0.1%N/A0.005%
2/12/2024Relative Value Partners Group LLC6,866$327K0.0%N/A0.008%
2/12/2024TD Capital Management LLC100,888$4.80M0.5%+24.8%0.116%
2/12/2024Steward Partners Investment Advisory LLC150,273$7.15M0.1%-33.1%0.174%
2/12/2024Connable Office Inc.5,118$243K0.0%N/A0.006%
2/12/2024JARISLOWSKY FRASER Ltd12,127$576K0.0%+16.8%0.014%
2/12/2024Hilltop Holdings Inc.37,342$1.78M0.2%-10.5%0.043%
2/12/2024Cape Investment Advisory Inc.532$25K0.0%N/A0.001%
2/9/2024Johnson Financial Group Inc.37,510$1.78M0.1%-62.4%0.043%
2/9/2024Advisory Services Network LLC18,424$876K0.0%-12.2%0.021%
2/9/2024Orion Portfolio Solutions LLC266,205$12.63M0.1%-1.5%0.307%
2/9/2024LWS Wealth Advisors Inc.160,748$7.65M2.9%+6.9%0.186%
2/9/2024DORVAL Corp184,371$8.77M4.2%N/A0.213%
2/9/2024Valley Forge Investment Consultants Inc. ADV4,340$206K0.1%N/A0.005%
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2/9/2024Hohimer Wealth Management LLC15,135$720K0.2%-20.5%0.017%
2/9/2024US Bancorp DE13,653$649K0.0%-61.1%0.016%
2/9/2024 Oak Harbor Wealth Partners LLC6,670$317K0.1%-15.2%0.008%
2/9/2024Divergent Wealth Advisors253,997$12.08M2.5%-1.1%0.293%
2/9/2024InterOcean Capital Group LLC27,662$1.32M0.0%-26.7%0.032%
2/9/2024Wealth Dimensions Group Ltd.50,573$2.41M0.8%-18.7%0.058%
2/9/2024Corient Private Wealth LLC146,597$6.97M0.0%N/A0.169%
2/9/2024Sachetta LLC1,804$86K0.0%N/A0.002%
2/9/2024Wells Fargo & Company MN751,830$35.76M0.0%-5.6%0.868%
2/9/2024Schneider Downs Wealth Management Advisors LP8,303$395K0.1%N/A0.010%
(Data available from 1/1/2016 forward)

ISTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISTB shares?

During the previous two years, 457 institutional investors and hedge funds held shares of iShares Core 1-5 Year USD Bond ETF. The most heavily invested institutionals were Acorns Advisers LLC ($381.62M), Charles Schwab Investment Management Inc. ($178.43M), Ameriprise Financial Inc. ($126.53M), Bank of America Corp DE ($107.78M), JPMorgan Chase & Co. ($63.24M), Spinnaker Trust ($57.57M), and Raymond James & Associates ($56.96M).Learn more on ISTB's institutional investors.

Which institutional investors have been buying iShares Core 1-5 Year USD Bond ETF stock?

Of the 360 institutional investors that purchased iShares Core 1-5 Year USD Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CFS Investment Advisory Services LLC ($4.93M), Bluestem Financial Advisors LLC ($3.97M), Spinnaker Trust ($2.00M), Baird Financial Group Inc. ($1.82M), Charles Schwab Investment Management Inc. ($1.63M), Acorns Advisers LLC ($1.28M), and JPMorgan Chase & Co. ($1.26M).

How much institutional buying is happening at iShares Core 1-5 Year USD Bond ETF?

Institutional investors have bought a total of 42,928,607 shares in the last 24 months. This purchase volume represents approximately $3.52B in transactions.

Which iShares Core 1-5 Year USD Bond ETF major shareholders have been selling company stock?

Of the 312 institutional investors that sold iShares Core 1-5 Year USD Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Newman & Schimel LLC ($24.50M), Raymond James & Associates ($6.18M), Bluestem Financial Advisors LLC ($3.86M), Campbell Wealth Management ($2.28M), Spinnaker Trust ($1.78M), Ameriprise Financial Inc. ($1.78M), and UBS Group AG ($1.59M).

How much institutional selling is happening at iShares Core 1-5 Year USD Bond ETF?

Institutional investors have sold a total of 66,271,522 shares in the last 24 months. This volume of shares sold represents approximately $5.79B in transactions.


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This page (NASDAQ:ISTB) was last updated on 4/25/2024 by MarketBeat.com Staff

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