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

iShares Core 1-5 Year USD Bond ETF logo
$47.86 0.00 (0.00%)
As of 01/17/2025 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
205
Total
Institutional Inflows
(last 12 months)
$391.66M
Number of
Institutional Sellers
(last 12 months)
160
Total
Institutional Outflows
(last 12 months)
$274.30M
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ISTB Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/17/2025Arkansas Financial Group Inc.151,249$7.23M1.2%-6.1%0.171%
1/17/2025Janney Montgomery Scott LLC18,723$894K0.0%+1.1%0.021%
1/17/2025Baker Ellis Asset Management LLC107,503$5.14M0.8%+3.0%0.121%
1/17/2025Investment Advisory Group LLC49,176$2.35M0.8%+4.2%0.055%
1/17/2025Corepath Wealth Partners LLC120,608$5.75M5.6%+1.9%0.136%
1/17/2025Atomi Financial Group Inc.6,244$298K0.0%N/A0.007%
1/17/2025Prosperity Planning Inc.792,445$37.86M12.1%+6.4%0.893%
1/17/2025Courage Miller Partners LLC518,656$24.78M8.5%+2.8%0.585%
1/16/2025Zhang Financial LLC6,228$298K0.0%N/A0.007%
1/16/2025Donor Advised Charitable Giving Inc.7,825$374K0.0%N/A0.009%
1/16/2025Pine Haven Investment Counsel Inc14,835$709K0.6%+21.5%0.017%
1/16/2025City Holding Co.42,320$2.02M0.3%+1.3%0.048%
1/15/2025 HB Wealth Management LLC13,242$633K0.0%+3.3%0.015%
1/15/2025 CGN Advisors LLC180,896$8.64M0.8%+17.9%0.204%
1/15/2025 Cranbrook Wealth Management LLC166,542$7.96M1.8%-3.6%0.188%
1/15/2025 Goldstone Financial Group LLC58,951$2.82M0.4%+5.2%0.066%
1/15/2025 KMG Fiduciary Partners LLC32,386$1.55M0.1%-6.6%0.037%
1/15/2025 Omega Financial Group LLC261,070$12.47M4.7%+8.6%0.294%
1/15/2025 JGP Wealth Management LLC120,606$5.76M0.7%+5.8%0.136%
1/14/2025 Essex Savings Bank5,470$261K0.1%N/A0.006%
1/14/2025 Sterling Investment Advisors LLC ADV130,445$6.23M3.6%+2.6%0.147%
1/14/2025 Apella Capital LLC37,905$1.81M0.1%N/A0.043%
1/14/2025 Park Avenue Securities LLC13,288$635K0.0%-14.5%0.015%
1/14/2025 Affinity Capital Advisors LLC7,537$360K0.1%+26.6%0.008%
1/14/2025 Quad Cities Investment Group LLC19,283$921K0.5%+5.5%0.022%
1/14/2025 Global Financial Private Client LLC10,424$498K0.2%+6.9%0.012%
1/13/2025 Miracle Mile Advisors LLC18,527$885K0.0%-11.2%0.021%
1/8/2025 Legacy Private Trust Co.75,126$3.59M0.2%+30.3%0.085%
1/8/2025 International Assets Investment Management LLC10,889$520K0.0%N/A0.012%
1/7/2025 FC Advisory LLC31,286$1.50M0.5%+0.8%0.036%
1/6/2025 Burkett Financial Services LLC994$47K0.0%+56.3%0.001%
1/3/2025 Dentgroup LLC74,877$3.58M2.7%+19.2%0.088%
12/26/2024JPMorgan Chase & Co.700,762$34.11M0.0%+1.1%0.822%
12/13/2024B. Riley Wealth Advisors Inc.4,521$220K0.0%-6.7%0.005%
11/29/2024Old North State Trust LLC16,986$827K0.7%-72.6%0.020%
11/25/2024Destination Wealth Management534,405$26.02M0.8%+2.9%0.627%
11/25/2024Sfmg LLC4,403$214K0.0%N/A0.005%
11/22/2024Eaton Financial Holdings Company LLC14,671$714K0.3%N/A0.017%
11/19/2024Hohimer Wealth Management LLC6,712$327K0.1%-11.4%0.008%
11/18/2024Coldstream Capital Management Inc.6,725$327K0.0%+54.8%0.008%
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11/15/2024MML Investors Services LLC123,035$5.99M0.0%-16.6%0.144%
11/15/2024Orion Portfolio Solutions LLC232,053$11.30M0.2%-3.8%0.272%
11/15/2024National Bank of Canada FI14,063$685K0.0%+13.8%0.017%
11/15/2024Jane Street Group LLC31,151$1.52M0.0%-90.3%0.037%
11/15/2024Kovitz Investment Group Partners LLC9,081$442K0.0%-63.1%0.011%
11/15/2024Stifel Financial Corp29,089$1.42M0.0%+23.0%0.034%
11/15/2024IHT Wealth Management LLC4,321$210K0.0%N/A0.005%
11/15/2024Integrated Wealth Concepts LLC15,611$760K0.0%+12.6%0.018%
11/15/2024HighTower Advisors LLC274,619$13.36M0.0%+4.5%0.322%
11/15/2024Hilltop Holdings Inc.14,929$727K0.0%-36.7%0.018%
11/14/2024Ironwood Investment Counsel LLC32,544$1.58M0.3%-9.7%0.038%
11/14/2024Rockefeller Capital Management L.P.90,848$4.42M0.0%+0.3%0.107%
11/14/2024Stone House Investment Management LLC39,238$1.91M0.4%+3.2%0.046%
11/13/2024FMR LLC2,841$138K0.0%+556.1%0.003%
11/13/2024Bank of Montreal Can202,451$9.87M0.0%+4.5%0.238%
11/12/2024Centaurus Financial Inc.3,216$157K0.0%-73.2%0.004%
11/12/2024Wescott Financial Advisory Group LLC151,810$7.39M0.8%+7.5%0.178%
11/12/2024Cerity Partners LLC32,349$1.58M0.0%-94.4%0.038%
11/12/2024Nwam LLC27,357$1.33M0.1%N/A0.032%
11/12/2024Studio Investment Management LLC46,231$2.25M0.5%-9.5%0.054%
11/12/2024Charles Schwab Investment Management Inc.3,057,044$148.82M0.0%-2.0%3.588%
11/12/2024Smithfield Trust Co54,327$2.64M0.1%-15.9%0.064%
11/8/2024Bellwether Advisors LLC26,635$1.30M0.2%+1.2%0.031%
11/8/2024PNC Financial Services Group Inc.78,866$3.84M0.0%+4.6%0.093%
11/8/2024BIP Wealth LLC4,378$213K0.0%-39.9%0.005%
11/8/2024Prospera Financial Services Inc63,320$3.08M0.1%+8.8%0.074%
11/7/2024Joseph Group Capital Management43,040$2.10M0.8%-0.7%0.051%
11/7/2024MidAtlantic Capital Management Inc.5,471$266K0.2%N/A0.006%
11/7/2024Phillips Financial Management LLC283,096$13.78M1.1%-7.8%0.332%
11/7/2024Thrivent Financial for Lutherans232,104$11.30M0.0%+6.5%0.272%
11/6/2024BCGM Wealth Management LLC81,597$3.97M1.3%+3.6%0.096%
11/6/2024LJI Wealth Management LLC69,387$3.38M0.7%-1.9%0.081%
11/6/2024Oak Harbor Wealth Partners LLC5,539$270K0.1%-16.1%0.007%
11/6/2024OneDigital Investment Advisors LLC67,693$3.30M0.0%-4.7%0.079%
11/6/2024Diversified Portfolios Inc.14,837$722K0.1%-7.0%0.017%
11/6/2024Alexander Randolph Advisory Inc.220,192$10.72M9.5%-1.5%0.258%
11/6/2024Oppenheimer & Co. Inc.28,741$1.40M0.0%+15.0%0.034%
11/5/2024Empower Advisory Group LLC5,072$247K0.0%N/A0.006%
11/5/2024Aptus Capital Advisors LLC27,846$1.36M0.0%N/A0.033%
11/5/2024Ashton Thomas Private Wealth LLC9,169$446K0.0%+3.7%0.011%
11/5/2024Harbour Investments Inc.30,847$1.50M0.0%-6.0%0.036%
11/4/2024Baker Avenue Asset Management LP65,223$3.18M0.1%-4.3%0.077%
11/2/2024Mach 1 Financial Group LLC4,282$208K0.1%N/A0.005%
11/1/2024Sheets Smith Wealth Management21,130$1.03M0.1%+8.5%0.025%
11/1/2024Rather & Kittrell Inc.30,347$1.48M0.4%+10.6%0.036%
11/1/2024Rockbridge Investment Management LCC44,389$2.16M0.3%-13.3%0.052%
11/1/2024Townsend & Associates Inc1,005,279$48.33M4.9%+3.7%1.184%
11/1/2024Leavell Investment Management Inc.12,184$593K0.0%+4.3%0.014%
11/1/2024ABLE Financial Group LLC17,930$873K0.3%-2.3%0.021%
10/31/2024Mine & Arao Wealth Creation & Management LLC.15,595$759K0.4%-3.2%0.018%
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Whenever Elon Musk starts a new venture... Early investors get the opportunity to become millionaires... Early investors in Paypal made as much as 59,500%... SpaceX rose 5,500x in value... And most recently, Tesla jumped over 38,000%!

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10/31/2024Spinnaker Trust1,294,406$63.01M3.9%+3.8%1.525%
10/30/2024Beacon Financial Advisory LLC15,706$765K0.3%-1.4%0.018%
10/30/2024Crestwood Advisors Group LLC14,907$726K0.0%-6.5%0.018%
10/30/2024Pittenger & Anderson Inc.392,713$19.12M0.7%+9.6%0.463%
10/30/2024PDS Planning Inc43,293$2.11M0.2%+1.0%0.051%
10/30/2024Lutz Financial Services LLC90,492$4.41M0.4%+9.8%0.107%
10/28/2024Strategic Financial Partners Ltd.7,887$384K0.2%-3.3%0.009%
10/28/2024Fonville Wealth Management LLC107,693$5.24M1.8%+2.3%0.127%
10/28/2024Principal Securities Inc.78,812$3.84M0.1%+11.5%0.093%
10/28/2024Summit Wealth Partners LLC77,039$3.75M0.7%-0.8%0.091%
(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, 425 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), Spinnaker Trust ($63.01M), UBS Group AG ($51.75M), and Townsend & Associates Inc ($48.33M).Learn more on ISTB's institutional investors.

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

Of the 340 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. ($1.04M), Townsend & Associates Inc ($871.66K), Kovitz Investment Group Partners LLC ($729.37K), and International Assets Investment Management LLC ($615.49K).

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

Institutional investors have bought a total of 21,801,173 shares in the last 24 months. This purchase volume represents approximately $1.38B in transactions.

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

Of the 280 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 ($798.25K), 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 22,004,878 shares in the last 24 months. This volume of shares sold represents approximately $1.50B in transactions.



This page (NASDAQ:ISTB) was last updated on 1/18/2025 by MarketBeat.com Staff
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