Skip to content

ISTB ISHARES TR

Follow

CORE 1 5 YR USD (fund)

394 managers (399 13F filers) reported a position in ISTB shares at 2026-06-30, 78,231,669 shares in all. 34 filers opened a position and 34 filers sold out during the quarter.

Managers
394
13F filers
399
New
34
Added
169
Reduced
128
Sold out
34
Shares held by filers
78,231,669

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
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…15,616$753K<0.01%-355,76013F-HRTimelineGroup
PFG Advisors15,584$752K0.04%-54013F-HRTimeline
Copper Harbor Investment Advisors, LLC15,460$746K0.16%13F-HRTimeline
Simplicity Wealth,LLC15,378$742K0.03%new13F-HRTimeline
Sunburst Financial Group, LLC15,001$724K0.12%-2813F-HRTimeline
Lido Advisors, LLCin group Lido Advisors, LLC14,953$721K<0.01%new13F-HRTimelineGroup
First PREMIER Bank14,921$720K0.12%-2,04913F-HRTimeline
McKinley Carter Wealth Services, Inc.14,898$719K0.04%-34213F-HRTimeline
Avidian Wealth Enterprises, LLC14,688$709K0.02%-4313F-HRTimeline
Private Advisor Group, LLC14,043$678K<0.01%-9,61713F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14,033$677K0.01%013F-HRTimeline
Western Wealth Management, LLC13,999$675K0.02%-1,56213F-HRTimeline
Eaton Financial Holdings Company, LLC13,401$647K0.18%-2,28413F-HRTimeline
DORVAL Corp13,290$641K0.18%-1,14913F-HRTimeline
Evensky & Katz LLC13,264$640K0.03%+1413F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding13,236$639K+475Timeline
Opus Capital Group, LLC12,795$617K0.06%-1,85113F-HRTimeline
Rooted Wealth Advisors, Inc.12,713$613K0.15%-5,30713F-HRTimeline
Mine & Arao Wealth Creation & Managemen…12,689$612K0.22%+5313F-HRTimeline
Global Retirement Partners, LLC12,612$609K0.01%13F-HRTimeline
Arete Wealth Advisors, LLC12,468$602K0.04%+36213F-HR/ATimeline
CAPTRUST FINANCIAL ADVISORS12,396$598K<0.01%-57113F-HRTimeline
Godfrey Financial Associates, Inc.12,343$596K0.46%+4913F-HRTimeline
Beacon Financial Advisory LLC11,642$562K0.11%-24813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…11,573$558K<0.01%-3,95713F-HRTimelineGroup
Commerce Advisors, LLC11,188$540K0.29%+38413F-HRTimeline
BLAIR WILLIAM & CO/IL11,072$534K<0.01%+11113F-HRTimeline
Main Street Financial Solutions, LLC11,061$534K0.03%-75013F-HRTimeline
Chicago Partners Investment Group LLC10,950$524K0.01%+10613F-HRTimeline
SigFig Wealth Management, LLC10,563$510K0.01%+1,78813F-HRTimeline
M Holdings Securities, Inc.10,550$508K0.07%new13F-HRTimeline
Diversified Portfolios, Inc.10,477$506K0.04%013F-HRTimeline
HB Wealth Management, LLC10,433$503K<0.01%+1,18513F-HRTimeline
Global Financial Private Client, LLC10,424$503K0.14%013F-HRTimeline
Aviance Capital Partners, LLC10,207$492K0.05%-2213F-HRTimeline
CALTON & ASSOCIATES, INC.9,965$481K0.07%-29513F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,961$481K0.02%+29313F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP9,657$466K<0.01%+3413F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC9,460$456K0.02%+5,30013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding9,450$456K-554Timeline
Vise Technologies, Inc.9,433$455K0.01%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …9,400$454K0.01%013F-HRTimelineGroup
Rede Wealth, LLC9,058$437K0.14%-22413F-HRTimeline
Legacy Capital Wealth Partners, LLC8,867$428K0.08%013F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …8,630$416K<0.01%-11,77613F-HRTimelineGroup
Talisman Wealth Advisors LLC8,484$409K0.3%new13F-HRTimeline
Ashton Thomas Private Wealth, LLC8,482$409K0.01%-3,20713F-HRTimeline
Arkadios Wealth Advisors8,458$408K0.01%new13F-HRTimeline
World Investment Advisors8,303$401K0.01%+90213F-HRTimeline
Guidance Point Advisors, LLC8,267$399K0.08%+1,90313F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC8,105$391K0.22%-1,77613F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP7,990$386K<0.01%-2,28313F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC7,855$379K0.04%013F-HRTimeline
SC&H Financial Advisors, Inc.7,452$360K0.05%+4113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC7,439$359K<0.01%-149,50513F-HRTimelineGroup
Summit Financial, LLC7,222$348K<0.01%+8313F-HRTimeline
Garde Capital, Inc.7,190$347K0.02%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,170$346K0.01%-1213F-HRTimelineGroup
Kelman-Lazarov, Inc.7,145$345K0.05%+7613F-HRTimeline
Prospera Financial Services Inc7,114$343K<0.01%-5313F-HRTimeline
Rossby Financial, LCC6,900$333K0.06%+2,45813F-HRTimeline
Pearl Planning LLC6,883$332K0.15%013F-HRTimeline
Donor Advised Charitable Giving, Inc.6,738$325K0.01%+1,03013F-HRTimeline
Kingsview Wealth Management, LLC6,628$320K<0.01%+95713F-HRTimeline
Hudson Capital Management LLC6,589$318K0.08%-10213F-HRTimeline
SFMG, LLC6,576$317K0.02%+16513F-HRTimeline
Level Wealth Management LLC6,572$317K0.13%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC6,314$305K0.17%+14513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,321$304K0.02%+213F-HRTimeline
Parkwoods Wealth Partners, LLC6,285$303K0.05%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…6,247$301K<0.01%+55413F-HRTimelineGroup
Blue Trust, Inc.6,178$298K<0.01%+26613F-HRTimeline
SeaBridge Investment Advisors LLC6,150$297K0.04%013F-HRTimeline
Wealthcare Capital Partners, LLCin group Wealthcare Advisory Partners …6,107$295K0.12%new13F-HRTimelineGroup
TrueWealth Financial Partners6,100$294K0.12%-42413F-HRTimeline
Christensen, King & Associates Investme…6,072$293K0.12%013F-HRTimeline
SlateStone Wealth, LLC6,001$290K0.02%new13F-HRTimeline
Wagner Wealth Management, LLC5,968$288K0.05%new13F-HRTimeline
CHOREO, LLC5,952$287K<0.01%-1,89413F-HRTimeline
Sigma Planning Corp5,813$280K0.01%-1,39913F-HRTimeline
Parsonex Advisory Services, Inc.5,799$280K0.24%-17813F-HRTimeline
Rehmann Capital Advisory Group5,730$276K0.01%-49413F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,640$272K0.2%013F-HRTimeline
GUERRA PAN ADVISORS, LLC5,599$270K0.15%+2013F-HRTimeline
WBH ADVISORY INC5,572$269K0.02%new13F-HRTimeline
PFS Partners, LLC5,432$262K0.11%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,316$256K0.01%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,290$255K0.06%-25013F-HRTimeline
&PARTNERS5,180$250K<0.01%-29713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,151$249K0.04%-8013F-HRTimeline
Wealth Forward, LLC5,042$243K0.12%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,033$243K0.05%-9413F-HRTimeline
BCS Private Wealth Management, Inc.5,000$241K0.07%013F-HRTimeline
Life Planning Partners, Inc4,979$240K0.18%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC4,875$235K0.01%-55013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,867$235K0.01%013F-HRTimeline
Prosperity Consulting Group, LLC4,823$233K0.01%+5513F-HRTimeline
CENTAURUS FINANCIAL, INC.4,791$231K0.01%-4313F-HRTimeline
LVZ, Inc.4,680$226K0.02%-65513F-HRTimeline
Root Financial Partners, LLC4,639$224K0.01%new13F-HRTimeline
Strategic Blueprint, LLC4,606$222K0.01%new13F-HRTimeline
Onyx Bridge Wealth Group LLC4,593$222K0.02%013F-HRTimeline
Prime Capital Investment Advisors, LLC4,590$221K<0.01%013F-HRTimeline
Sound Stewardship, LLC4,561$220K0.09%new13F-HRTimeline
Affinity Capital Advisors, LLC4,496$216K0.03%+32513F-HRTimeline
WEST PACES ADVISORS INC.4,429$214K0.04%-67313F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,391$212K0.02%+19813F-HRTimeline
Zhang Financial LLC4,326$209K0.01%+913F-HRTimeline
TWO SIGMA SECURITIES, LLC4,299$207K0.02%-4,38713F-HRTimeline
First Heartland Consultants, Inc.4,232$204K0.01%+413F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC4,206$203K0.02%-18313F-HRTimeline
Summa Corp.4,200$203K0.06%013F-HRTimeline
BFSG, LLC3,743$181K0.02%+413F-HRTimeline
AlphaCore Capital LLC3,493$169K<0.01%-7,78813F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC3,341$161K<0.01%-12113F-HRTimelineGroup
Security National Bank3,228$156K0.02%-1,03513F-HRTimeline
ROTHSCHILD INVESTMENT LLC3,095$149K0.01%013F-HRTimeline
FAS Wealth Partners, Inc.2,533$122K0.01%+313F-HRTimeline
FMR LLCin group FMR LLC2,433$117K<0.01%-3,27613F-HRTimelineGroup
BURKETT FINANCIAL SERVICES, LLC2,399$116K0.04%+1,49713F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA2,336$113K<0.01%+21013F-HRTimelineGroup
Kopp Family Office, LLC2,173$105K0.06%013F-HRTimeline
Crews Bank & Trust2,007$96.8K0.01%013F-HRTimeline
IMA Advisory Services, Inc.1,962$94.7K0.01%new13F-HRTimeline
AE Wealth Management LLC1,955$94.3K<0.01%-94013F-HRTimeline
Smartleaf Asset Management LLC1,750$84.5K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,741$84K0.02%013F-HRTimeline
Parallel Advisors, LLC1,733$83.6K<0.01%-1,87013F-HRTimeline
WealthShield Partners, LLC1,692$81.6K0.01%-48313F-HRTimeline
Greykasell Wealth Strategies, Inc.1,649$79.6K0.03%-45,22613F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,573$75.9K0.01%-1713F-HRTimeline
Midwest Capital Advisors, LLC1,556$75.1K0.03%013F-HRTimeline
Medallion Wealth Advisors, LLC832$62.5K0.02%+46313F-HRTimeline
Miller Capital Partners, Inc.1,295$62.5K0.02%-1,34013F-HRTimeline
IFG Advisory, LLC1,273$61.4K<0.01%new13F-HRTimeline
IFP Advisors, Inc1,253$60.5K<0.01%+76013F-HRTimeline
Strive Financial Group ,LLC1,207$58.2K0.03%-4113F-HR/ATimeline
Federation des caisses Desjardins du Qu…1,113$53.7K<0.01%013F-HRTimeline
Archer Investment Corp1,110$53.6K0.01%013F-HR/ATimeline
Pinnacle Wealth Planning Services, Inc.1,100$53.1K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,028$49.6K<0.01%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources994$48K<0.01%+41913F-HRTimelineGroup
Bogart Wealth, LLC992$47.9K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.970$47K0.03%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management875$42.2K<0.01%-45813F-HRTimelineGroup
LANARK FINANCIAL, INC.760$36.7K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.728$35.1K<0.01%+813F-HRTimelineGroup
Walsh & Associates, LLC670$32.3K0.03%new13F-HRTimeline
Longview Financial Advisors LLC619$29.9K0.01%013F-HRTimeline
Glass Jacobson Investment Advisors llc540$26K0.01%013F-HRTimeline
Pacifica Partners Inc.510$24.5K0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC493$23.8K<0.01%+35013F-HRTimelineGroup
CVA Family Office, LLC446$21.5K<0.01%013F-HRTimeline
VIMA LLC319$15.4K0.02%13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC309$14.9K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC304$14.7K<0.01%-37513F-HRTimeline
Buck Wealth Strategies, LLC265$12.8K<0.01%new13F-HRTimeline
General Partner, Inc.255$12.3K0.01%013F-HRTimeline
FIRST HORIZON CORP200$9.65K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC187$9K<0.01%013F-HRTimelineGroup
FIDUCIARY FINANCIAL ADVISORS180$8.69K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC179$8.64K<0.01%+213F-HRTimeline
CoreCap Advisors, LLC161$7.78K<0.01%013F-HRTimeline
Bank of New Hampshire150$7.24K<0.01%013F-HRTimeline
IAG Wealth Partners, LLC119$5.74K<0.01%new13F-HRTimeline
Founders Financial Alliance, LLC108$5.21K<0.01%013F-HRTimeline
Highland Investment Advisors LLC97$4.67K<0.01%13F-HRTimeline
Silver Grove Financial Group, Inc.87$4.2K<0.01%new13F-HRTimeline
Clearstead Trust, LLC81$3.91K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC72$3.47K<0.01%-28113F-HRTimelineGroup
Horizon Investments, LLC71$3.4K<0.01%-7113F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…66$3.23K<0.01%+1413F-HRTimelineGroup
SIGNATUREFD, LLC59$2.85K<0.01%013F-HRTimeline
Front Row Advisors LLC50$2.4K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.49$2.35K<0.01%+113F-HRTimeline
Nemes Rush Group LLC42$2.03K<0.01%new13F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS42$2.03K<0.01%-9713F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32$1.54K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC28$1.35K<0.01%013F-HRTimeline
Luminist Capital LLC0$1.16K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
MATRIX PRIVATE CAPITAL GROUP LLC18$869<0.01%013F-HRTimeline
LRI Investments, LLC17$820<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC17$818<0.01%-113F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED16$781<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.15$713<0.01%new13F-HRTimeline
HighMark Wealth Management LLC14$675<0.01%013F-HRTimeline
GAMMA Investing LLC10$483<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…7$338<0.01%+513F-HRTimelineGroup
WOLFF WIESE MAGANA LLC3$145<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC3$145<0.01%013F-HRTimeline
Kilter Group LLC2$97<0.01%new13F-HRTimeline
BLUELINE ADVISORS LLC1$46<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$36<0.01%-113F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY195,083$4.06K+190,52313F-HRTimelineValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.