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Disclosery

ISTB ISHARES TR

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CORE 1 5 YR USD (fund)

392 managers (397 13F filers) reported a position in ISTB shares at 2026-06-30, 78,229,184 shares in all. 34 filers opened a position and 34 filers sold out during the quarter.

Managers
392
13F filers
397
New
34
Added
169
Reduced
128
Sold out
34
Shares held by filers
78,229,184

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Acorns Advisers, LLC12,768,271$616M4.02%+946,67513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,755,189$374M0.01%+2,027,23113F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD5,549,725$268M0.54%+134,70013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,625,257$127M0.02%+56,36213F-HRTimelineGroup
Triad Wealth Partners, LLC2,603,382$125M7.39%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,421,615$117M0.03%+131,95713F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,057,377$99.4M0.04%+294,90013F-HRTimelineGroup
Mariner, LLCin group Mariner, LLC1,409,398$68M0.07%+88,63713F-HRTimelineGroup
SPINNAKER TRUST1,370,384$66.1M3.21%-9,85213F-HRTimeline
Townsend & Associates, Inc1,240,631$59.6M5.08%+35,06413F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,213,739$58.6M3.53%+84,93513F-HRTimeline
LJI Wealth Management, LLC1,198,694$57.8M8.1%+1,176,91913F-HRTimeline
Seven Springs Wealth Group, LLC1,144,207$55.2M12.05%-212,15913F-HRTimeline
Financial Solutions Advisory Group, Inc.1,124,285$54M6.83%-59,48213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,119,504$54M<0.01%+186,94713F-HRTimelineGroup
TRUST POINT INC.1,096,210$52.9M4.49%+3,33313F-HRTimeline
Apella Capital, LLC1,085,686$52.2M0.74%+137,17113F-HRTimeline
UBS Group AGin group UBS Group AG983,998$47.5M0.01%+42,64313F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO967,738$46.7M<0.01%-19,11313F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/941,481$45.4M<0.01%+20,78713F-HRTimelineGroup
MBL Wealth, LLC874,816$42.2M2.88%+40,09713F-HRTimeline
LPL Financial LLC852,550$41.1M0.01%-33,56813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC852,449$41.1M0.51%+111,14513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN711,800$34.3M0.01%+26,86213F-HRTimelineGroup
FPC INVESTMENT ADVISORY, INC.688,511$33.1M15.63%+35,02813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC674,028$32.5M0.01%-55,01113F-HRTimelineGroup
Destination Wealth Management644,170$31.1M0.73%+11,49513F-HRTimeline
Geneos Wealth Management Inc.612,142$29.5M0.6%+30,96213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC609,935$29.4M0.01%+52,47313F-HRTimelineGroup
Courage Miller Partners, LLC594,284$28.7M7.57%+24,40813F-HRTimeline
CIM, LLC553,486$26.7M3.45%+1,71613F-HRTimeline
PITTENGER & ANDERSON INC552,509$26.7M0.95%+10,83713F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA543,043$26.2M<0.01%+18,08513F-HRTimelineGroup
Abundance Wealth Counselors506,326$24.4M1.59%+259,99813F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…499,846$24.1M2.77%+21,79413F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp443,088$21.4M<0.01%+3,19313F-HRTimelineGroup
Beacon Pointe Advisors, LLC442,762$21.4M0.1%-6,76813F-HRTimeline
CLEAR WAVE WEALTH MANAGEMENT LLC440,393$21.2M4.72%+28,31513F-HRTimeline
Opal Wealth Advisors, LLC414,929$20M4.32%-1,16613F-HRTimeline
Factor Wealth Management LTD407,283$19.7M2.97%+133,16013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.359,263$17.3M5.35%+29,21913F-HRTimeline
Omega Financial Group, LLC343,682$16.6M5.05%+18,05813F-HRTimeline
IRON Financial LLC329,734$15.9M6.57%-83813F-HRTimeline
Orion Porfolio Solutions, LLC328,255$15.8M0.12%+49,83313F-HRTimeline
Alexander Randolph Advisory, Inc.328,042$15.8M13.04%+13,19113F-HRTimeline
Lakeridge Wealth Management LLC318,545$15.4M5.64%+73,32913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC294,769$14.2M0.02%+157,12213F-HRTimeline
FIDUCIARY ADVISORS, INC.270,975$13.1M8.8%+17,49113F-HRTimeline
Wescott Financial Advisory Group, LLC262,339$12.7M0.98%+17,03713F-HRTimeline
Buttonwood Financial Advisors Inc.261,384$12.6M3.84%-36,81013F-HRTimeline
Ballast Financial Advisors LLC248,050$12M10.83%+23,42513F-HRTimeline
MML INVESTORS SERVICES, LLC228,646$11M0.02%+62,97613F-HRTimeline
Fonville Wealth Management LLC226,567$10.9M1.79%+6,41313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…221,164$10.7M0.04%+25,64313F-HRTimelineGroup
Crestwood Advisors Group, LLC217,189$10.5M0.16%+16,12413F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC213,388$10.3M<0.01%-177,04713F-HRTimelineGroup
EP Wealth Advisors, LLC210,758$10.2M0.04%-55,72313F-HRTimeline
BECKER CAPITAL MANAGEMENT INC200,821$9.69M0.26%013F-HRTimeline
KFA Private Wealth Group, LLC191,066$9.22M2.22%+30,60813F-HRTimeline
Cambridge Investment Research Advisors,…189,256$9.13M0.02%+7,71413F-HR/ATimeline
MORRIS FINANCIAL CONCEPTS, INC.185,878$8.97M2.75%-3,04413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers184,109$8.88M0.01%+50,07713F-HRTimelineGroup
Cetera Investment Advisers178,541$8.61M0.01%-3,21913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.176,901$8.54M0.01%-11,12113F-HRTimelineGroup
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.165,397$7.98M0.26%-393,62013F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.159,137$7.68M2.46%13F-HRTimeline
Independence Financial Advisors, LLC152,851$7.38M1.91%-3,37413F-HRTimeline
Hoxton Planning & Management, LLC151,828$7.33M1.91%-10,10013F-HRTimeline
JGP Wealth Management, LLC150,065$7.24M0.65%+2,88713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding147,480$7.12M+400Timeline
Washington Trust Bank146,947$7.09M0.5%+60,96013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
STERLING INVESTMENT ADVISORS LLC /ADV144,939$6.99M3.14%+3,35913F-HRTimeline
Values First Advisors, Inc.144,740$6.98M3.19%+4,47013F-HR/ATimeline
Creative Planningin group Creative Planning143,802$6.94M<0.01%-3,85013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC141,607$6.83M0.08%+6,62413F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC140,922$6.77M4.22%+6,33313F-HRTimeline
Townsend Financial Planning, LLC140,081$6.76M5.89%+6,90613F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.132,987$6.42M0.04%+9,11513F-HRTimelineGroup
Gilbert Capital Group, Inc.131,010$6.32M4.43%-15,56613F-HRTimeline
Providence First Trust Co130,588$6.3M1.76%013F-HRTimeline
1832 Asset Management L.P.126,121$6.09M0.01%+20,56813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding125,004$6.03M+87,184Timeline
CGN Advisors LLC123,897$5.98M0.44%-18,14013F-HRTimeline
SEEDS INVESTOR LLC123,851$5.98M0.61%+10,12013F-HRTimeline
Brio Consultants, LLC123,399$5.95M0.7%+18013F-HRTimeline
Baker Ellis Asset Management LLC120,890$5.83M0.61%-12,27513F-HRTimeline
AtlasMark Financial, Inc115,402$5.57M2.74%+23,78813F-HRTimeline
Steward Partners Investment Advisory, L…112,066$5.41M0.03%-69413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…111,009$5.33M0.01%+28,21013F-HRTimeline
eCIO, Inc.107,864$5.2M1.46%+48,67113F-HRTimeline
Cranbrook Wealth Management, LLC107,688$5.2M0.97%-8,43213F-HRTimeline
PLANNING DIRECTIONS INC105,786$5.1M2.36%+10,15213F-HRTimeline
Cannon Financial Strategists, Inc.103,207$4.98M0.57%+1,10213F-HRTimeline
McClarren Financial Advisors, Inc.102,766$4.96M2.56%+6,93213F-HRTimeline
C M BIDWELL & ASSOCIATES LTD101,628$4.9M2%+98513F-HRTimeline
Lutz Financial Services LLC96,229$4.64M0.28%+1,32413F-HRTimeline
HighTower Advisors, LLC93,345$4.5M<0.01%-11,85213F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC92,558$4.47M0.33%-34,09413F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC92,217$4.45M1.56%-1,97813F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.92,160$4.45M3.43%+6,40013F-HRTimeline
PEOPLES BANK /OH88,527$4.27M2.2%+13,06113F-HRTimeline
Koss-Olinger Consulting, LLC87,575$4.23M0.33%-219,42213F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/84,638$4.08M<0.01%+13,01713F-HRTimelineGroup
BCM ADVISORS, LLC84,993$4.07M0.79%+14,35413F-HRTimeline
Investment Advisory Group, LLC83,817$4.04M0.88%+31513F-HRTimeline
Samalin Investment Counsel, LLC82,364$3.97M1.27%+22,71913F-HRTimeline
NewEdge Advisors, LLC79,682$3.84M0.01%+13,81413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT77,610$3.74M0.37%+7,45513F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV77,274$3.73M<0.01%+29,30513F-HR/ATimeline
PLANWISER FINANCIAL, LLC75,402$3.64M2.53%+6,69313F-HRTimeline
Valmark Advisers, Inc.75,071$3.62M0.04%+6,24013F-HRTimeline
Summit Wealth Partners, LLC74,735$3.61M0.51%+21413F-HRTimeline
MATHER GROUP, LLC.73,201$3.53M0.03%-1,67613F-HRTimeline
CITY HOLDING CO71,925$3.47M0.39%+9,23913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.71,606$3.46M0.45%-78113F-HRTimeline
Allworth Financial LP70,887$3.42M0.01%-4,22413F-HRTimeline
Shepherd Street Advisors LLC65,355$3.14M2.76%-4,93913F-HRTimeline
Fiduciary Group, LLC60,998$2.94M0.23%-5,00213F-HRTimeline
Lineweaver Wealth Advisors, LLC60,474$2.92M0.35%+2,01113F-HRTimeline
OneDigital Investment Advisors LLC59,700$2.88M0.02%+70513F-HRTimeline
MKT Advisors LLC59,455$2.86M0.89%+4,54313F-HRTimeline
BCGM Wealth Management, LLC56,372$2.72M0.58%+2,54713F-HRTimeline
Sunesis Advisors, LLC55,021$2.65M1.1%new13F-HRTimeline
Richard W. Paul & Associates, LLC52,973$2.56M0.78%+76913F-HRTimeline
Merit Financial Group, LLC52,394$2.53M0.02%+16,46413F-HR/ATimeline
Wealth Dimensions Group, Ltd.51,424$2.48M0.44%+21513F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.51,052$2.46M0.09%+14,11113F-HRTimeline
Turn8 Private Wealth Inc.50,179$2.42M1.62%-23,92113F-HRTimeline
Stone House Investment Management, LLC49,861$2.41M0.32%+1,12213F-HRTimeline
Smithfield Trust Co49,789$2.4M0.1%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…49,582$2.39M<0.01%-4,76913F-HRTimelineGroup
Argent Advisors, Inc.48,834$2.36M0.59%+1,30813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC47,383$2.29M0.03%-24,99613F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding46,054$2.22M+18,655Timeline
VestGen Advisors, LLC45,175$2.18M0.06%+11,25813F-HRTimeline
Chatterton & Associates Inc.45,018$2.16M1.27%-1,70113F-HRTimeline
TD Capital Management LLC42,999$2.07M0.17%-2,24113F-HRTimeline
Eukles Asset Management42,934$2.07M0.85%+3,13813F-HRTimeline
XY Planning Network, Inc.42,588$2.05M0.26%+10,42413F-HRTimeline
Park Place Capital Corp41,293$1.99M0.32%-72013F-HRTimeline
Horizon Family Wealth, Inc.39,107$1.89M0.86%+41913F-HRTimeline
Sound View Wealth Advisors Group, LLC37,958$1.83M0.11%-1,38413F-HRTimeline
Goldstone Financial Group, LLC37,158$1.79M0.16%-80013F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/36,971$1.78M<0.01%-88113F-HRTimelineGroup
Betterment LLC36,554$1.76M<0.01%+23413F-HRTimeline
PDS Planning, Inc36,499$1.76M0.1%-4,51913F-HRTimeline
Farther Finance Advisors, LLC36,101$1.74M0.01%+15013F-HRTimeline
Rockbridge Investment Management, LCC34,144$1.65M0.13%-1,23113F-HRTimeline
J.W. COLE ADVISORS, INC.34,129$1.65M0.03%+22613F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.31,534$1.52M0.82%013F-HRTimeline
Per Stirling Capital Management, LLC.31,096$1.5M0.14%+1,19813F-HRTimeline
FC Advisory LLC30,603$1.48M0.39%+15613F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,025$1.45M<0.01%+1,08213F-HRTimelineGroup
Bellwether Advisors, LLC29,887$1.44M0.21%+1,07813F-HRTimeline
VICUS CAPITAL29,810$1.44M0.09%+2,57413F-HRTimeline
Arax Advisory Partners29,525$1.42M0.01%+20,47613F-HRTimeline
Joseph Group Capital Management29,253$1.41M0.3%-3,80113F-HRTimeline
HARMONY ASSET MANAGEMENT LLC27,801$1.34M0.36%+21,24913F-HRTimeline
Strategic Financial Partners, Ltd.27,283$1.32M0.5%-187,04113F-HRTimeline
Wealthfront Advisers LLC26,843$1.3M<0.01%-68813F-HRTimeline
Advisory Services Network, LLC26,291$1.27M0.01%-46013F-HRTimeline
Darden Wealth Group Inc26,127$1.26M0.5%-22513F-HRTimeline
Wealthspire Advisors, LLC25,898$1.25M0.01%-97,64913F-HRTimeline
BLUE JEAN FINANCIAL LLC25,698$1.24M0.86%+3,41713F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.25,576$1.23M0.93%-8213F-HRTimeline
Commonwealth Financial Services, LLC25,364$1.22M0.16%+73613F-HRTimeline
SHP Wealth Management25,162$1.21M0.08%-12,28713F-HRTimeline
Main Street Research LLC24,592$1.19M0.06%+53413F-HRTimeline
Quad-Cities Investment Group, LLC24,354$1.18M0.42%+98813F-HRTimeline
RIK SAYLOR FINANCIAL, INC.23,272$1.12M0.74%-2,96613F-HRTimeline
Keystone Financial Group, Inc.22,874$1.1M0.58%-28013F-HRTimeline
WIN ADVISORS, INC22,621$1.09M0.39%new13F-HRTimeline
Vantage Point Financial LLC22,294$1.08M0.33%new13F-HRTimeline
Weaver Consulting Group22,015$1.06M0.22%+7,70413F-HRTimeline
HHM Wealth Advisors, LLC21,598$1.04M0.1%-73113F-HRTimeline
Aptus Capital Advisors, LLC21,360$1.03M0.01%+5,23013F-HRTimeline
HILL ISLAND FINANCIAL LLC21,084$1.02M0.22%+1,10113F-HRTimeline
BEACON HILL WEALTH MANAGEMENT LTD.20,936$1.01M0.7%13F-HRTimeline
Center for Financial Planning, Inc.20,845$1.01M0.09%013F-HRTimeline
MAI Capital Management20,558$992K<0.01%-6613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP19,790$955K<0.01%-2,45613F-HRTimelineGroup
Columbus Macro, LLC19,481$940K0.09%+13613F-HRTimeline
Pine Haven Investment Counsel, Inc18,646$900K0.6%+5013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…18,455$890K<0.01%+1,90413F-HRTimelineGroup
Integrated Wealth Concepts LLC18,355$886K<0.01%-1,01913F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC18,318$884K0.3%+27413F-HRTimeline
ABLE Financial Group, LLC17,905$864K0.14%013F-HRTimeline
Composition Wealth, LLC17,860$862K0.01%-1,53213F-HRTimeline
HARBOUR INVESTMENTS, INC.17,800$859K0.01%-10913F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC17,673$853K0.01%+1,95413F-HRTimelineGroup
Baker Avenue Asset Management, LP17,647$851K0.02%-3,48213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\17,389$839K<0.01%+45713F-HRTimelineGroup
TD Waterhouse Canada Inc.17,301$831K<0.01%-2,45613F-HRTimeline
Janney Montgomery Scott LLC17,178$829K<0.01%-1,54613F-HRTimeline
HEADINVEST, LLC16,807$811K0.15%013F-HRTimeline
Rather & Kittrell, Inc.16,539$798K0.11%+5113F-HRTimeline
Berger Financial Group, Inc16,398$791K0.04%+11213F-HRTimeline
Stone Summit Wealth LLC16,200$782K0.2%new13F-HRTimeline
Mutual Advisors, LLC16,040$774K0.01%-8413F-HRTimeline
Ironwood Investment Counsel, LLC16,030$773K0.1%-1,63213F-HRTimeline