ISTB / iShares Trust - iShares Core 1-5 Year USD Bond ETF - Kepemilikan Institusional - Penjual

iShares Trust - iShares Core 1-5 Year USD Bond ETF
US ˙ NasdaqGM ˙ US46432F8591

Kepemilikan Institusional dan Dana - Penjual

Halaman ini menampilkan lembaga, dana, dan pemegang saham utama yang telah mengurangi kepemilikan atau menutup posisi mereka pada periode pelaporan terakhir. Baris berwarna merah menunjukkan posisi yang telah ditutup. Klik ikon tautan untuk melihat riwayat transaksi lengkap.

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)
Saham Δ Saham
(%)
Dilaporkan
Nilai
($1000)
Nilai Δ
(%)
Alokasi Port
(%)
2025-08-11 13F Summit Wealth Partners, LLC 73,974 -2.87 3,599 -2.28
2025-07-10 13F Trust Point Inc. 1,688,601 -7.10 82,151 -6.52
2025-04-21 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 0 -100.00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 30,133 -36.25 1,466 -35.89
2025-04-29 13F Element Wealth, LLC 0 -100.00 0
2025-08-11 13F Greykasell Wealth Strategies, Inc. 12,065 -8.94 587 -8.44
2025-08-14 13F Citadel Advisors Llc Put 0 -100.00 0
2025-07-31 13F Darden Wealth Group Inc 27,443 -0.17 1,335 0.45
2025-08-13 13F Colonial Trust Co / SC 9,890 -11.38 481 -10.76
2025-07-16 13F Arkansas Financial Group, Inc. 137,067 -4.75 6,624 -4.04
2025-08-07 13F Brio Consultants, LLC 129,174 -1.48 6,284 -0.87
2025-08-01 13F Envestnet Asset Management Inc 571,138 -0.63 27,786 -0.01
2025-04-04 13F Capital Market Strategies LLC 0 -100.00 0
2025-04-28 13F First Horizon Advisors, Inc. 0 -100.00 0 -100.00
2025-08-07 13F McClarren Financial Advisors, Inc. 61,790 -1.63 3,006 100,100.00
2025-07-14 13F Park Avenue Securities Llc 12,918 -0.28 1
2025-07-31 13F Buckingham Strategic Partners 66,437 -7.34 3,232 -6.75
2025-08-06 13F Golden State Wealth Management, LLC 669 -1.47 33 0.00
2025-07-08 13F Corepath Wealth Partners Llc 115,079 -5.22 5,568 -4.89
2025-07-10 13F Security National Bank 4,064 -3.95 198 -3.43
2025-08-04 13F Spinnaker Trust 1,338,348 -2.90 65,111 -2.30
2025-08-13 13F Cerity Partners LLC 9,896 -47.54 481 -47.26
2025-05-15 13F Icon Wealth Advisors, LLC 0 -100.00 0
2025-07-17 13F HB Wealth Management, LLC 0 -100.00 0
2025-04-28 13F Private Trust Co Na 0 -100.00 0
2025-08-08 13F Ironwood Investment Counsel, LLC 20,709 -8.56 1,008 -8.04
2025-04-18 13F Global Trust Asset Management, LLC 0 -100.00 0
2025-07-30 13F Studio Investment Management Llc 7,730 -24.62 376 -24.04
2025-08-14 13F Mercer Global Advisors Inc /adv 51,387 -1.01 2,500 -0.40
2025-07-11 13F First PREMIER Bank 27,736 -2.42 1 0.00
2025-07-08 13F Legacy Private Trust Co. 0 -100.00 0
2025-08-11 13F Anderson Financial Strategies, LLC 0 -100.00 0
2025-08-14 13F Raymond James Financial Inc 1,995,387 -0.07 97,076 0.55
2025-05-06 13F Greenwood Gearhart Inc 0 -100.00 0
2025-05-21 13F Schmidt P J Investment Management Inc 0 -100.00 0
2025-07-23 13F Valmark Advisers, Inc. 46,901 -0.95 2,282 -0.35
2025-05-08 13F Certified Advisory Corp 0 -100.00 0
2025-04-30 13F Mjp Associates Inc /adv 0 -100.00 0
2025-07-15 13F Eaton Financial Holdings Company, LLC 15,865 -64.15 772 -63.96
2025-08-06 13F Vantage Financial Partners, LLC 27,765 -2.49 1,351 -1.89
2025-08-12 13F Charles Schwab Investment Management Inc 2,400,472 -19.58 116,783 -19.08
2025-08-11 13F HHM Wealth Advisors, LLC 24,216 -1.70 1,178 -1.09
2025-07-29 13F Values First Advisors, Inc. 127,765 -1.27 6,216 -0.66
2025-08-06 13F Longview Financial Advisors LLC 619 -86.99 30 -86.96
2025-05-05 13F Peterson Wealth Services 0 -100.00 0
2025-05-09 13F Frazier Financial Advisors, LLC 0 -100.00 0
2025-08-11 13F Diversified Portfolios, Inc. 14,414 -4.86 701 -4.23
2025-07-17 13F Sound Income Strategies, LLC 8 -92.79 0 -100.00
2025-08-13 13F Fiduciary Group LLC 78,377 -4.72 3,813 -4.12
2025-07-15 13F Mather Group, Llc. 83,246 -12.31 4,050 -11.77
2025-07-29 13F Level Wealth Management LLC 8,591 -57.41 418 -57.23
2025-08-11 13F Rockbridge Investment Management, LCC 39,695 -2.33 1,931 -1.73
2025-07-14 13F AdvisorNet Financial, Inc 146 -62.47 7 -61.11
2025-08-05 13F Dunhill Financial, LLC 0 -100.00 0
2025-07-24 13F Strengthening Families & Communities, LLC 0 -100.00 0
2025-08-13 13F Flow Traders U.s. Llc 0 -100.00 0
2025-07-07 13F Global Wealth Strategies & Associates 4 -99.06 0 -100.00
2025-07-24 13F Ronald Blue Trust, Inc. 8,207 -31.27 399 -30.85
2025-08-06 13F AE Wealth Management LLC 943 -44.56 46 -45.12
2025-08-12 13F Rather & Kittrell, Inc. 24,315 -6.02 1,183 -5.44
2025-07-16 13F Cahaba Wealth Management, Inc. 951,285 -1.50 46,280 -0.89
2025-08-11 13F Private Advisor Group, LLC 54,038 -3.26 2,629 -2.67
2025-08-07 13F Arbor Trust Wealth Advisors, Llc 0 -100.00 0
2025-08-08 13F Pnc Financial Services Group, Inc. 56,325 -8.81 2,740 -8.24
2025-07-09 13F Affinity Capital Advisors, LLC 5,214 -21.40 254 -20.19
2025-07-25 13F Commonwealth Financial Services, LLC 19,057 -2.30 927 -1.70
2025-05-19 13F Heck Capital Advisors, LLC 0 -100.00 0 -100.00
2025-08-15 13F Tower Research Capital LLC (TRC) 0 -100.00 0
2025-08-12 13F Global Retirement Partners, LLC 14,274 -41.22 694 -40.17
2025-08-06 13F Hoxton Planning & Management, LLC 149,663 -0.01 7,281 0.62
2025-08-12 13F Park Square Financial Group, LLC 0 -100.00 0
2025-08-14 13F Boston Private Wealth Llc 0 -100.00 0
2025-08-11 13F Western Wealth Management, LLC 19,681 -0.48 957 0.10
2025-04-30 13F Abound Financial, Llc 0 -100.00 0
2025-08-01 13F Oarsman Capital, Inc. 21,261 -9.40 1,034 -8.82
2025-08-01 13F Rossby Financial, LCC 643 -53.47 31 -53.03
2025-07-25 13F Wealth Architects, LLC 4,546 -36.04 221 -35.57
2025-08-06 13F Legacy Investment Solutions, LLC 0 -100.00 0
2025-05-14 13F Rockefeller Capital Management L.P. 0 -100.00 0
2025-05-15 13F Williams & Novak, LLC 0 -100.00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 60,607 -4.85 2,932 -4.77
2025-07-30 13F Wbh Advisory Inc 4,131 -4.88 201 -4.31
2025-05-01 13F Secured Retirement Advisors, Llc 0 -100.00 0
2025-07-02 13F Dentgroup LLC 103,473 -3.10 5,034 -2.50
2025-08-14 13F TrueWealth Financial Partners 15,806 -56.44 769 -56.21
2025-08-06 13F Rialto Wealth Management, LLC 31,870 -0.42 1,550 0.19
2025-08-11 13F Cornerstone Planning Group LLC 0 -100.00 0
2025-07-15 13F Cranbrook Wealth Management, LLC 154,557 -4.71 7,519 -4.12
2025-08-19 13F Hohimer Wealth Management, Llc 5,520 -7.85 269 -7.27
2025-07-28 13F Copia Wealth Management 0 -100.00 0
2025-07-29 13F Spirit Of America Management Corp/ny 7,006 -2.68 340 -2.59
2025-08-15 13F Captrust Financial Advisors 13,238 -11.25 644 -10.68
2025-07-25 13F Courage Miller Partners, LLC 509,792 -2.00 24,801 -1.39
2025-05-12 13F Independent Advisor Alliance 0 -100.00 0
2025-07-24 13F JNBA Financial Advisors 0 -100.00 0
2025-08-11 13F Avantax Planning Partners, Inc. 4,767 -8.66 232 -8.33
2025-07-31 13F Oppenheimer & Co Inc 58,273 -4.37 2,835 -3.80
2025-08-05 13F Flynn Zito Capital Management, Llc 4,552 -17.89 221 -17.54
2025-08-14 13F Comerica Bank 9,482 -0.02 461 0.66
2025-08-05 13F Aviance Capital Partners, LLC 8,198 -3.26 399 -2.69
2025-08-07 13F Resources Investment Advisors, LLC. 58,007 -6.35 2,822 -5.74
2025-08-14 13F Royal Bank Of Canada 522,230 -38.71 25,405 -38.33
2025-08-08 13F Cetera Investment Advisers 135,754 -1.55 6,604 -0.94
2025-04-24 13F Boyd Wealth Management, LLC 0 -100.00 0
2025-07-29 13F Regions Financial Corp 0 -100.00 0
2025-08-08 13F Horizon Family Wealth, Inc. 37,499 -1.35 1,824 -0.71
2025-04-15 13F Michael A. Dubis Financial Planning, LLC 18,245 -0.92 882
2025-05-15 13F/A Orion Portfolio Solutions, LLC 206,145 -0.17 9,967 1.04
2025-04-17 13F Grimes & Company, Inc. 0 -100.00 0
2025-05-13 13F Northern Trust Corp 0 -100.00 0
2025-08-20 NP NATIONWIDE VARIABLE INSURANCE TRUST - NVIT iShares Fixed Income ETF Fund II 258,528 -0.15 12,577 0.47
2025-07-21 13F Abundance Wealth Counselors 218,284 -5.24 11 -9.09
2025-04-22 13F PFG Investments, LLC 0 -100.00 0
2025-08-13 13F Baird Financial Group, Inc. 28,718 -4.73 1,397 -4.12
2025-05-06 13F Advisor OS, LLC 0 -100.00 0
2025-08-06 13F Eukles Asset Management 29,376 -2.11 1,429 -1.52
2025-08-08 13F TD Capital Management LLC 78,207 -3.51 3,805 -2.91
2025-08-27 13F/A Brinker Capital Investments, LLC 194,672 -5.57 9,471 -4.99
2025-05-28 13F Intrua Financial, LLC 0 -100.00 0 -100.00
2025-07-11 13F Luts & Greenleigh Group, Inc 25,837 -0.22 1,257 0.40
2025-08-08 13F Creative Planning 214,769 -8.45 10,449 -7.89
2025-08-05 13F Bank Of Montreal /can/ 99,409 -51.90 4,836 -51.60
2025-07-11 13F Quad-Cities Investment Group, LLC 20,088 -1.33 977 -0.71
2025-07-29 13F Lutz Financial Services LLC 90,552 -0.51 4,405 0.11
2025-07-15 13F Patriot Investment Management Inc. 4,488 -8.74 218 -8.02
2025-08-14 13F Two Sigma Securities, Llc 9,460 -32.36 460 -31.95
2025-08-05 13F Magnolia Capital Advisors Llc 7,122 -11.91 346 -11.28
2025-07-17 13F Capital Insight Partners, Llc 298,413 -6.96 14,518 -6.38
2025-08-14 13F Federation des caisses Desjardins du Quebec 1,113 -35.06 54 -34.15
2025-08-05 13F Hunter Associates Investment Management Llc 362,911 -0.52 18 0.00
2025-05-08 13F Modera Wealth Management, LLC 0 -100.00 0
2025-07-16 13F MKT Advisors LLC 37,719 -3.42 1,827 -2.82
2025-08-07 13F/A Joseph Group Capital Management 43,232 -12.44 2,103 -11.90
2025-08-13 13F GM Advisory Group, Inc. 0 -100.00 0
2025-08-13 13F Level Four Advisory Services, Llc 7,849 -2.83 382 -2.31
2025-08-11 13F HighTower Advisors, LLC 108,287 -11.73 5,268 -11.18
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100.00 0 -100.00
2025-07-30 13F Phillips Financial Management, Llc 189,072 -3.39 9,198 -2.79
2025-07-22 13F MBL Wealth, LLC 710,403 -0.78 34,561 -0.16
2025-03-10 13F Old North State Trust, LLC 0 -100.00 0
2025-08-12 13F Richard W. Paul & Associates, LLC 41,452 -1.45 2,017 -0.84
2025-07-08 13F Goldstone Financial Group, LLC 43,545 -28.96 2,107 -28.92
2025-07-28 13F Rik Saylor Financial, Inc. 30,055 -6.02 1,462 -5.43
2025-08-13 13F Acorns Advisers, LLC 10,198,998 -6.63 496 -6.06
2025-07-31 13F BIP Wealth, LLC 0 -100.00 0
2025-07-14 13F Infinity Wealth Counsel, LLC 5,560 -3.47 270 -2.88
2025-07-22 NP DLDFX - Destinations Low Duration Fixed Income Fund Class I 765,515 -25.11 37,051 -25.00
2025-07-28 13F Morris Financial Concepts, Inc. 167,204 -2.17 8,134 -1.56
2025-07-23 13F Godsey & Gibb Associates 0 -100.00 0
2025-08-14 13F Planwiser Financial, Llc 0 -100.00 0
2025-08-13 13F Congress Wealth Management LLC / DE / 32,406 -2.89 1,577 -2.11
2025-07-18 13F Truist Financial Corp 11,620 -14.24 565 -13.74
2025-04-25 13F MidAtlantic Capital Management, Inc. 0 -100.00 0
2025-08-06 13F Strategic Financial Partners, Ltd. 0 -100.00 0
2025-07-28 13F Harbour Investments, Inc. 22,955 -10.29 1,117 -9.78
2025-05-02 13F Transcendent Capital Group LLC 0 -100.00 0
2025-08-13 13F Summit Financial, LLC 10,658 -0.75 519 -0.19
2025-08-07 13F Sound View Wealth Advisors Group, LLC 50,322 -0.82 2,448 -0.20
2025-08-12 13F AlphaCore Capital LLC 14,037 -6.89 683 -6.32
2025-05-09 13F Delta Financial Group, Inc. 16,685 -17.93 1
2025-05-14 13F Van Hulzen Asset Management, LLC 0 -100.00 0 -100.00
2025-07-15 13F LVZ Advisors, Inc. 6,598 -32.79 321 -32.49
2025-08-01 13F Zhang Financial LLC 0 -100.00 0
2025-07-15 13F Garrett Investment Advisors LLC 165,636 -16.64 8,058 -16.12
2025-07-22 13F Hill Island Financial Llc 24,020 -9.95 1,169 -9.39
2025-07-28 13F Mutual Advisors, LLC 22,707 -0.01 1,101 0.18
2025-04-22 13F/A NorthRock Partners, LLC 0 -100.00 0 -100.00
2025-08-14 13F Fortress Financial Group, Llc 0 -100.00 0
2025-07-24 13F Blair William & Co/il 12,685 -10.20 617 -9.53
2025-08-06 13F Legacy Wealth Managment, LLC/ID 0 -100.00 0
2025-08-14 13F Kovitz Investment Group Partners, LLC 4,176 -38.22 203 -37.73
2025-08-13 13F Colonial Trust Advisors 10,008 -12.53 487 -12.12
2025-07-23 13F Columbus Macro, LLC 30,692 -20.25 1,493 -19.73
2025-07-25 13F Cwm, Llc 12,297 -7.47 1
2025-07-25 13F Stephens Consulting, LLC 7,160 -13.91 348 -13.43
2025-07-29 13F International Assets Investment Management, Llc 6,577 -38.90 320 -38.65
2025-08-06 13F Commonwealth Equity Services, Llc 193,801 -1.45 9 0.00
2025-07-29 13F Mine & Arao Wealth Creation & Management, LLC. 13,582 -1.29 661 -0.75
2025-08-01 13F Ashton Thomas Private Wealth, LLC 9,821 -3.53 478 -3.05
2025-04-15 13F EdgeRock Capital LLC 0 -100.00 0
2025-07-31 13F LJI Wealth Management, LLC 22,343 -48.84 1,087 -48.51
2025-07-18 13F Bartlett & Co. Wealth Management Llc 0 -100.00 0
2025-07-23 13F Bluestem Financial Advisors, Llc 105,976 -3.84 5,156 -3.25
2025-08-13 13F Renaissance Technologies Llc 406,500 -23.07 19,776 -22.59
2025-08-07 13F Argent Advisors, Inc. 296,781 -0.93 14,438 -0.32
2025-06-26 NP BYLD - iShares Yield Optimized Bond ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 243,226 -15.59 11,816 -14.63
2025-08-12 13F O'shaughnessy Asset Management, Llc 32 -41.82 2 -50.00
2025-08-04 13F Rede Wealth, LLC 5,409 -7.27 263 -6.74
2025-08-01 13F Koss-Olinger Consulting, LLC 468,079 -4.93 22,772 -4.34
2025-08-14 13F UBS Group AG 868,838 -2.77 42,269 -2.17
2025-08-13 13F Quadrant Capital Group Llc 0 -100.00 0
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