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Disclosery

ISTB ISHARES TR

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CORE 1 5 YR USD (fund)

377 managers (382 13F filers) reported a position in ISTB shares at 2024-12-31, 59,306,398 shares in all. 26 filers opened a position and 23 filers sold out during the quarter.

Managers
377
13F filers
382
New
26
Added
167
Reduced
116
Sold out
23
Shares held by filers
59,306,398

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Washington Trust Bank14,699$702K0.07%+35313F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BLAIR WILLIAM & CO/IL14,661$700K<0.01%-68713F-HRTimeline
Diversified Portfolios, Inc.14,627$699K0.08%-21013F-HRTimeline
Smith & Howard Wealth Management, LLC14,539$695K0.2%013F-HRTimeline
Mine & Arao Wealth Creation & Managemen…13,720$655K0.3%-1,87513F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,653$652K<0.01%013F-HRTimelineGroup
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,288$635K0.01%-2,25013F-HRTimelineGroup
HB Wealth Management, LLC13,242$633K0.01%+42313F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,154$628K0.03%+97013F-HRTimeline
MAI Capital Management12,746$609K<0.01%new13F-HRTimeline
Crestwood Advisors Group, LLC12,707$607K0.01%-2,20013F-HRTimeline
SECURED RETIREMENT ADVISORS, LLC12,688$606K0.35%-3,29213F-HRTimeline
GRIMES & Co WEALTH MANAGEMENT, LLC12,573$601K0.02%new13F-HRTimeline
Evensky & Katz LLC12,390$592K0.04%+54013F-HRTimeline
TD Waterhouse Canada Inc.11,463$547K<0.01%+2,97413F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,393$544K<0.01%-2,10213F-HRTimelineGroup
Opus Capital Group, LLC11,341$542K0.07%+1,12113F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC10,900$521K0.11%013F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,889$520K0.04%new13F-HRTimeline
Northwest Capital Management Inc10,643$508K0.22%013F-HRTimeline
GREENWOOD GEARHART LLC10,560$504K0.03%new13F-HRTimeline
Global Financial Private Client, LLC10,424$498K0.19%+67213F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC10,329$493K0.49%13F-HRTimeline
NORTHERN TRUST CORPin group NORTHERN TRUST CORP10,077$481K<0.01%013F-HRTimelineGroup
Capital Market Strategies LLC9,922$474K0.27%+3813F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC9,713$464K0.37%13F-HRTimeline
Ashton Thomas Private Wealth, LLC9,710$464K0.02%+54113F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …9,400$449K0.01%013F-HRTimelineGroup
LVZ, Inc.9,020$431K0.06%+1,32413F-HRTimeline
Chicago Partners Investment Group LLC8,887$424K0.01%-1,19913F-HRTimeline
Legacy Capital Wealth Partners, LLC8,867$424K0.1%-25013F-HRTimeline
Stephens Consulting, LLC8,549$408K0.1%+1413F-HRTimeline
1832 Asset Management L.P.8,456$404K<0.01%new13F-HRTimeline
Aviance Capital Partners, LLC8,384$400K0.06%-12813F-HRTimeline
Donor Advised Charitable Giving, Inc.7,825$374K0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.7,824$374K0.17%-3,77813F-HRTimeline
Affinity Capital Advisors, LLC7,537$360K0.07%+1,58313F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC7,210$344K0.09%+1,42413F-HR/ATimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY7,166$342K0.07%+16913F-HRTimeline
NorthCoast Asset Management LLC7,158$342K<0.01%-1,92313F-HR/ATimeline
SC&H Financial Advisors, Inc.6,939$331K0.07%-4413F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…6,934$331K0.01%-1,33013F-HRTimelineGroup
PRIVATE TRUST CO NA6,798$325K0.03%new13F-HRTimeline
Kelman-Lazarov, Inc.6,736$322K0.06%013F-HRTimeline
BIP Wealth, LLC6,694$320K0.02%+2,31613F-HRTimeline
Williams & Novak Wealth Management, LLC6,630$317K0.31%-75513F-HRTimeline
Christensen, King & Associates Investme…6,629$316K0.15%+6213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…6,473$309K0.02%new13F-HRTimelineGroup
Summit Financial, LLC6,382$305K0.01%-16,21113F-HRTimeline
Keystone Financial Group, Inc.6,350$303K0.25%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,304$301K0.01%-42113F-HRTimeline
Compound Planning, Inc.6,244$298K0.02%new13F-HRTimeline
Zhang Financial LLC6,228$298K0.02%new13F-HRTimeline
Midwest Capital Advisors, LLC6,179$295K0.22%13F-HRTimeline
Priebe Wealth Holdings LLC6,115$292K0.2%013F-HRTimeline
Infinity Wealth Counsel, LLC6,040$289K0.31%13F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC6,032$288K0.05%-68013F-HRTimeline
Rede Wealth, LLC5,986$286K0.11%+52513F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,972$285K0.02%+67613F-HRTimeline
Wealth Architects, LLC5,833$279K0.03%new13F-HRTimeline
Town & Country Bank & Trust CO dba Firs…5,669$271K0.11%+56513F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,640$269K0.25%-95013F-HRTimeline
Rehmann Capital Advisory Group5,584$267K0.02%-51413F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,540$265K0.08%013F-HRTimeline
Cordgrass Capital Advisors, LLC5,539$265K0.08%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,538$265K0.12%+1013F-HRTimeline
Independent Advisor Alliance5,503$263K<0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.5,434$260K<0.01%-7813F-HRTimeline
PFS Partners, LLC5,432$259K0.14%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…5,319$254K0.09%+7013F-HRTimeline
Avantax Planning Partners, Inc.5,219$249K0.01%-10313F-HRTimeline
&PARTNERS5,058$242K<0.01%-89213F-HRTimeline
Wealth Forward, LLC5,042$241K0.17%013F-HRTimeline
ABOUND FINANCIAL, LLC4,956$237K0.12%13F-HRTimeline
PFG Investments, LLC4,942$236K0.01%-95813F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,913$235K0.02%+113F-HRTimeline
Longview Financial Advisors LLC4,897$234K0.16%13F-HRTimeline
EdgeRock Capital LLC4,821$230K0.15%-53413F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC4,810$230K0.11%013F-HRTimeline
Spectrum Wealth Counsel, LLC4,796$229K0.03%+44813F-HRTimeline
World Investment Advisors4,772$228K0.01%new13F-HRTimeline
Modera Wealth Management, LLC4,754$227K<0.01%-1,07513F-HRTimeline
Certified Advisory Corp4,659$223K0.02%013F-HRTimeline
Hudson Capital Management LLC4,646$222K0.07%-12513F-HRTimeline
Prime Capital Investment Advisors, LLC4,491$215K<0.01%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,406$210K<0.01%-2,82813F-HRTimelineGroup
SFMG, LLC4,397$210K0.02%-613F-HRTimeline
SCHMIDT P J INVESTMENT MANAGEMENT INC4,392$210K0.04%013F-HRTimeline
HOLDERNESS INVESTMENTS CO4,379$209K0.05%013F-HRTimeline
Beaumont Financial Advisors, LLC4,355$208K0.02%-20813F-HRTimeline
Key Financial Inc4,351$208K0.05%013F-HRTimeline
WBH ADVISORY INC4,343$207K0.02%new13F-HRTimeline
VALLEY NATIONAL ADVISERS INC4,342$207K0.04%-98313F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,305$206K0.03%-2,19013F-HRTimeline
Security National Bank4,231$202K0.03%+1,67213F-HRTimeline
WealthShield Partners, LLC3,932$188K0.03%-2,16913F-HRTimeline
Rice Partnership, LLC3,592$172K0.03%+15713F-HRTimeline
Icon Wealth Advisors, LLC3,565$170K0.01%new13F-HRTimeline
MidAtlantic Capital Management, Inc.3,501$167K0.12%-1,97013F-HRTimeline
CENTAURUS FINANCIAL, INC.3,414$163K0.01%+19813F-HRTimeline
FAS Wealth Partners, Inc.3,321$159K0.01%-2,25913F-HRTimeline
Peterson Wealth Services3,135$150K0.04%-16713F-HRTimeline
BFSG, LLC2,850$136K0.02%+38013F-HRTimeline
AE Wealth Management LLC2,695$129K<0.01%new13F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC2,520$120K<0.01%+2013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA2,352$112K<0.01%13F-HRTimelineGroup
Smartleaf Asset Management LLC2,210$106K0.01%+1,27713F-HRTimeline
Kopp Family Office, LLC2,173$104K0.07%+15813F-HRTimeline
Element Wealth, LLC2,110$101K0.05%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC2,030$97K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CLEAR INVESTMENT RESEARCH, LLC1,955$93.4K0.12%+813F-HRTimeline
Crews Bank & Trust1,880$89.8K0.02%13F-HRTimeline
Cherry Tree Wealth Management, LLC1,869$89.3K0.02%013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,547$73.9K<0.01%013F-HR/ATimelineGroup
ELEVATE WEALTH ADVISORY, INC1,198$57.2K0.04%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,195$57.1K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.1,162$55.5K<0.01%+32513F-HRTimelineGroup
Avior Wealth Management, LLC1,143$54.6K<0.01%+1413F-HRTimeline
Federation des caisses Desjardins du Qu…1,140$54.5K<0.01%+2713F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…1,106$52.9K<0.01%-5913F-HRTimeline
Archer Investment Corp1,091$52.1K0.01%+9513F-HRTimeline
Sachetta, LLC1,075$51.4K0.02%-91213F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC994$47.5K0.02%+35813F-HRTimeline
Bogart Wealth, LLC992$47.4K<0.01%013F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS969$46.3K<0.01%new13F-HRTimelineGroup
Spire Wealth Managementin group Spire Wealth Management798$38.1K<0.01%+1813F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC749$36K<0.01%013F-HRTimelineGroup
AMERIFLEX GROUP, INC.706$33.9K0.02%13F-HRTimeline
Golden State Wealth Management, LLC677$32.4K<0.01%13F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources575$27.5K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC517$24.7K<0.01%-5413F-HRTimeline
Transcendent Capital Group LLC504$24.1K0.01%+613F-HRTimeline
IFP Advisors, Inc504$24.1K<0.01%+2013F-HRTimeline
Pacifica Partners Inc.496$23.7K0.01%-3313F-HRTimeline
Glass Jacobson Investment Advisors llc472$22.5K0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Reyes Financial Architecture, Inc.424$20.3K0.02%13F-HRTimeline
ORG Partners LLC421$20.1K<0.01%+413F-HRTimeline
Farther Finance Advisors, LLC389$18.6K<0.01%-9913F-HRTimeline
Frazier Financial Advisors, LLC314$15K0.01%new13F-HRTimeline
CoreCap Advisors, LLC309$14.8K<0.01%-1813F-HRTimeline
Rise Advisors, LLC302$14.4K0.01%-11113F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC291$13.9K<0.01%-7513F-HRTimelineGroup
First Horizon Advisors, Inc.274$13.1K<0.01%013F-HRTimeline
Van Hulzen Asset Management, LLC256$12.2K<0.01%new13F-HRTimeline
General Partner, Inc.245$11.7K0.01%new13F-HRTimeline
AdvisorNet Financial, Inc243$11.6K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC241$11.5K<0.01%-2,60013F-HRTimelineGroup
Copia Wealth Management220$10.5K0.01%13F-HRTimeline
Park Square Financial Group, LLC206$9.84K0.01%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV185$8.84K<0.01%013F-HRTimeline
Bank of New Hampshire169$8.07K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC168$8.03K<0.01%-7713F-HRTimelineGroup
Clearstead Trust, LLC163$7.79K<0.01%-1213F-HRTimeline
Global Trust Asset Management, LLC150$7.17K<0.01%-15013F-HRTimeline
Pineridge Advisors LLC109$5.2K<0.01%+213F-HRTimeline
Founders Financial Alliance, LLC108$5.16K<0.01%new13F-HRTimeline
Parallel Advisors, LLC105$5.03K<0.01%+213F-HRTimeline
QUADRANT CAPITAL GROUP LLC100$4.78K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.80$3.82K<0.01%-1,53413F-HRTimelineGroup
Sound Income Strategies, LLC76$3.61K<0.01%new13F-HRTimeline
Horizon Investments, LLC71$3.38K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV64$3.06K<0.01%-40013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…53$3K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC50$2.39K<0.01%013F-HRTimeline
Global Wealth Strategies & Associates49$2.34K<0.01%+413F-HRTimeline
Sunbelt Securities, Inc.20$955<0.01%013F-HRTimeline
Millstone Evans Group, LLC16$764<0.01%13F-HRTimeline
Nova Wealth Management, Inc.15$717<0.01%13F-HRTimeline
HighMark Wealth Management LLC14$669<0.01%013F-HRTimeline
Legacy Investment Solutions, LLC12$575<0.01%013F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…12$575<0.01%013F-HRTimelineGroup
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…7$334<0.01%-8613F-HRTimelineGroup
Iron Horse Wealth Management, LLC5$242<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC3$144<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.1$550.01%-1,20913F-HRTimeline
Anderson Financial Strategies, LLC1$48<0.01%13F-HRTimeline
REGIONS FINANCIAL CORPin group REGIONS FINANCIAL CORP501$24013F-HRTimelineGroupValue about 1/1,000 of the price other filers imply, kept as filed and left out of ratios.