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

iShares Core 1-5 Year USD Bond ETF logo
$47.58 -0.35 (-0.73%)
(As of 04:00 PM ET)
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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)
197
Total
Institutional Inflows
(last 12 months)
$387.41M
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$286.66M
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Skip Chart & View Institutional Buying and Selling Data

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
12/13/2024 B. Riley Wealth Advisors Inc.4,521$220K0.0%-6.7%0.005%
11/29/2024 Old North State Trust LLC16,986$827K0.7%-72.6%0.020%
11/25/2024 Destination Wealth Management534,405$26.02M0.8%+2.9%0.627%
11/25/2024 Sfmg LLC4,403$214K0.0%N/A0.005%
11/22/2024 Eaton Financial Holdings Company LLC14,671$714K0.3%N/A0.017%
11/19/2024 Hohimer Wealth Management LLC6,712$327K0.1%-11.4%0.008%
11/18/2024 Coldstream Capital Management Inc.6,725$327K0.0%+54.8%0.008%
11/15/2024 MML Investors Services LLC123,035$5.99M0.0%-16.6%0.144%
11/15/2024 Orion Portfolio Solutions LLC232,053$11.30M0.2%-3.8%0.272%
11/15/2024 National Bank of Canada FI14,063$685K0.0%+13.8%0.017%
11/15/2024 Jane Street Group LLC31,151$1.52M0.0%-90.3%0.037%
11/15/2024 Kovitz Investment Group Partners LLC9,081$442K0.0%-63.1%0.011%
11/15/2024 Stifel Financial Corp29,089$1.42M0.0%+23.0%0.034%
11/15/2024 IHT Wealth Management LLC4,321$210K0.0%N/A0.005%
11/15/2024 Integrated Wealth Concepts LLC15,611$760K0.0%+12.6%0.018%
11/15/2024 HighTower Advisors LLC274,619$13.36M0.0%+4.5%0.322%
11/15/2024 Hilltop Holdings Inc.14,929$727K0.0%-36.7%0.018%
11/14/2024 Ironwood Investment Counsel LLC32,544$1.58M0.3%-9.7%0.038%
11/14/2024 Rockefeller Capital Management L.P.90,848$4.42M0.0%+0.3%0.107%
11/14/2024 Stone House Investment Management LLC39,238$1.91M0.4%+3.2%0.046%
11/13/2024 FMR LLC2,841$138K0.0%+556.1%0.003%
11/13/2024 Bank of Montreal Can202,451$9.87M0.0%+4.5%0.238%
11/12/2024 Centaurus Financial Inc.3,216$157K0.0%-73.2%0.004%
11/12/2024 Wescott Financial Advisory Group LLC151,810$7.39M0.8%+7.5%0.178%
11/12/2024 Cerity Partners LLC32,349$1.58M0.0%-94.4%0.038%
11/12/2024 Nwam LLC27,357$1.33M0.1%N/A0.032%
11/12/2024 Studio Investment Management LLC46,231$2.25M0.5%-9.5%0.054%
11/12/2024 Charles Schwab Investment Management Inc.3,057,044$148.82M0.0%-2.0%3.588%
11/12/2024 Smithfield Trust Co54,327$2.64M0.1%-15.9%0.064%
11/8/2024 Bellwether Advisors LLC26,635$1.30M0.2%+1.2%0.031%
11/8/2024 PNC Financial Services Group Inc.78,866$3.84M0.0%+4.6%0.093%
11/8/2024 BIP Wealth LLC4,378$213K0.0%-39.9%0.005%
11/8/2024 Prospera Financial Services Inc63,320$3.08M0.1%+8.8%0.074%
11/7/2024 Joseph Group Capital Management43,040$2.10M0.8%-0.7%0.051%
11/7/2024 MidAtlantic Capital Management Inc.5,471$266K0.2%N/A0.006%
11/7/2024 Phillips Financial Management LLC283,096$13.78M1.1%-7.8%0.332%
11/7/2024 Thrivent Financial for Lutherans232,104$11.30M0.0%+6.5%0.272%
11/6/2024 BCGM Wealth Management LLC81,597$3.97M1.3%+3.6%0.096%
11/6/2024 LJI Wealth Management LLC69,387$3.38M0.7%-1.9%0.081%
11/6/2024 Oak Harbor Wealth Partners LLC5,539$270K0.1%-16.1%0.007%
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11/6/2024 OneDigital Investment Advisors LLC67,693$3.30M0.0%-4.7%0.079%
11/6/2024 Diversified Portfolios Inc.14,837$722K0.1%-7.0%0.017%
11/6/2024 Alexander Randolph Advisory Inc.220,192$10.72M9.5%-1.5%0.258%
11/6/2024 Oppenheimer & Co. Inc.28,741$1.40M0.0%+15.0%0.034%
11/5/2024 Empower Advisory Group LLC5,072$247K0.0%N/A0.006%
11/5/2024 Aptus Capital Advisors LLC27,846$1.36M0.0%N/A0.033%
11/5/2024 Ashton Thomas Private Wealth LLC9,169$446K0.0%+3.7%0.011%
11/5/2024 Harbour Investments Inc.30,847$1.50M0.0%-6.0%0.036%
11/4/2024 Baker Avenue Asset Management LP65,223$3.18M0.1%-4.3%0.077%
11/2/2024 Mach 1 Financial Group LLC4,282$208K0.1%N/A0.005%
11/1/2024 Sheets Smith Wealth Management21,130$1.03M0.1%+8.5%0.025%
11/1/2024 Rather & Kittrell Inc.30,347$1.48M0.4%+10.6%0.036%
11/1/2024 Rockbridge Investment Management LCC44,389$2.16M0.3%-13.3%0.052%
11/1/2024 Townsend & Associates Inc1,005,279$48.33M4.9%+3.7%1.184%
11/1/2024 Leavell Investment Management Inc.12,184$593K0.0%+4.3%0.014%
11/1/2024 ABLE Financial Group LLC17,930$873K0.3%-2.3%0.021%
10/31/2024 Mine & Arao Wealth Creation & Management LLC.15,595$759K0.4%-3.2%0.018%
10/31/2024 Spinnaker Trust1,294,406$63.01M3.9%+3.8%1.525%
10/30/2024 Beacon Financial Advisory LLC15,706$765K0.3%-1.4%0.018%
10/30/2024 Crestwood Advisors Group LLC14,907$726K0.0%-6.5%0.018%
10/30/2024 Pittenger & Anderson Inc.392,713$19.12M0.7%+9.6%0.463%
10/30/2024 PDS Planning Inc43,293$2.11M0.2%+1.0%0.051%
10/30/2024 Lutz Financial Services LLC90,492$4.41M0.4%+9.8%0.107%
10/28/2024 Strategic Financial Partners Ltd.7,887$384K0.2%-3.3%0.009%
10/28/2024 Fonville Wealth Management LLC107,693$5.24M1.8%+2.3%0.127%
10/28/2024 Principal Securities Inc.78,812$3.84M0.1%+11.5%0.093%
10/28/2024 Summit Wealth Partners LLC77,039$3.75M0.7%-0.8%0.091%
10/28/2024 IRON Financial LLC183,061$8.91M4.8%+7.3%0.216%
10/28/2024 Goldstone Financial Group LLC56,035$2.73M0.5%N/A0.066%
10/25/2024 Boyd Wealth Management LLC161,080$7.84M4.0%N/A0.190%
10/25/2024 Sunburst Financial Group LLC27,846$1.36M0.3%-2.0%0.033%
10/25/2024 Valmark Advisers Inc.46,933$2.29M0.0%-1.6%0.055%
10/24/2024 Hunter Associates Investment Management LLC302,082$14.69M2.3%+8.2%0.356%
10/24/2024 J.W. Cole Advisors Inc.31,622$1.54M0.1%-1.0%0.037%
10/24/2024 Valley National Advisers Inc.5,325$259K0.0%-5.1%0.006%
10/24/2024 Mattern Capital Management LLC16,511$804K0.1%+23.9%0.019%
10/24/2024 Modera Wealth Management LLC5,829$284K0.0%-9.1%0.007%
10/24/2024 Wealth Enhancement Advisory Services LLC42,424$2.07M0.0%-17.3%0.050%
10/23/2024 Allworth Financial LP67,805$3.30M0.0%+17.1%0.080%
10/23/2024 Smith & Howard Wealth Management LLC14,539$708K0.2%-1.8%0.017%
10/23/2024 DORVAL Corp266,607$12.89M5.3%+36.6%0.314%
10/23/2024 Values First Advisors Inc.156,350$7.61M4.1%N/A0.184%
10/23/2024 Bogart Wealth LLC992$48K0.0%+40.7%0.001%
10/23/2024 Commonwealth Financial Services LLC17,467$848K0.2%+6.0%0.021%
10/22/2024 Private Advisor Group LLC64,454$3.14M0.0%+3.0%0.076%
10/21/2024 Vicus Capital21,702$1.06M0.1%-7.0%0.026%
10/21/2024 Courage Miller Partners LLC504,297$24.55M8.3%+4.7%0.595%
10/21/2024 Northwest Investment Counselors LLC2,662$130K0.0%N/A0.003%
10/21/2024 Cannon Financial Strategists Inc.80,266$3.91M0.7%-0.3%0.095%
10/21/2024 Koss Olinger Consulting LLC469,408$22.85M2.0%+0.7%0.554%
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10/19/2024McClarren Financial Advisors Inc.16,421$799K0.4%+5,682.0%0.019%
10/19/2024 Cannon Financial Strategists Inc.82,777$3.94M0.8%+2.9%0.098%
10/19/2024Columbus Macro LLC35,498$1.72M0.6%+3.0%0.042%
10/19/2024Stephens Consulting LLC8,535$415K0.1%-3.8%0.010%
10/18/2024KFA Private Wealth Group LLC113,817$5.54M2.6%+124.5%0.134%
10/18/2024Cahaba Wealth Management Inc.882,203$42.95M3.5%+4.5%1.040%
10/18/2024Raymond James & Associates360,505$17.55M0.0%-69.2%0.425%
10/18/2024Blue Trust Inc.25,769$1.22M0.0%-10.2%0.030%
10/17/2024Richard W. Paul & Associates LLC38,250$1.86M0.7%+3.3%0.045%
10/17/2024Onyx Bridge Wealth Group LLC12,422$605K0.1%+136.8%0.015%
(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, 423 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. ($148.82M), Ameriprise Financial Inc. ($126.53M), Bank of America Corp DE ($107.78M), JPMorgan Chase & Co. ($63.24M), Spinnaker Trust ($63.01M), and UBS Group AG ($51.75M).Learn more on ISTB's institutional investors.

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

Of the 337 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: Charles Schwab Investment Management Inc. ($1.63M), Spinnaker Trust ($1.23M), Acorns Advisers LLC ($1.07M), JPMorgan Chase & Co. ($1.03M), Townsend & Associates Inc ($871.66K), Kovitz Investment Group Partners LLC ($729.37K), and International Assets Investment Management LLC ($604.60K).

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

Institutional investors have bought a total of 22,505,077 shares in the last 24 months. This purchase volume represents approximately $1.45B in transactions.

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

Of the 281 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: Ameriprise Financial Inc. ($1.78M), Raymond James & Associates ($1.61M), UBS Group AG ($1.47M), Thrivent Financial for Lutherans ($1.13M), Miracle Mile Advisors LLC ($795.92K), HighTower Advisors LLC ($673.31K), and Kovitz Investment Group Partners LLC ($648.03K).

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

Institutional investors have sold a total of 22,157,350 shares in the last 24 months. This volume of shares sold represents approximately $1.51B in transactions.


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This page (NASDAQ:ISTB) was last updated on 12/18/2024 by MarketBeat.com Staff
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