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Disclosery

ISTB ISHARES TR

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CORE 1 5 YR USD (fund)

382 managers (387 13F filers) reported a position in ISTB shares at 2025-03-31, 61,245,282 shares in all. 34 filers opened a position and 33 filers sold out during the quarter.

Managers
382
13F filers
387
New
34
Added
159
Reduced
125
Sold out
33
Shares held by filers
61,245,282

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
CAPTRUST FINANCIAL ADVISORS14,916$721K<0.01%-16,26013F-HRTimeline
Washington Trust Bank14,697$711K0.07%-213F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
BLAIR WILLIAM & CO/IL14,126$683K<0.01%-53513F-HRTimeline
TWO SIGMA SECURITIES, LLC13,985$676K0.1%new13F-HRTimeline
Mine & Arao Wealth Creation & Managemen…13,759$665K0.32%+3913F-HRTimeline
Beacon Financial Advisory LLC13,726$664K0.2%-2,61013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,661$661K<0.01%+813F-HRTimelineGroup
MAI Capital Management13,550$655K<0.01%+80413F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP13,549$655K<0.01%-3,80913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/13,519$653K<0.01%-3,44013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.13,463$651K0.03%+30913F-HRTimeline
CWM, LLCin group CWM, LLC13,290$643K<0.01%-3,74313F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.13,249$641K0.34%-5,15913F-HRTimeline
HB Wealth Management, LLC13,242$640K0.01%013F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,954$626K0.01%-33413F-HRTimelineGroup
Evensky & Katz LLC12,439$601K0.04%+4913F-HRTimeline
GM Advisory Group, LLC12,315$595K0.03%new13F-HRTimeline
Composition Wealth, LLC12,263$593K0.01%-6,26413F-HRTimeline
Blue Trust, Inc.11,941$577K0.01%-15,38113F-HRTimeline
Smartleaf Asset Management LLC11,905$575K0.06%+9,69513F-HRTimeline
Opus Capital Group, LLC11,885$575K0.07%+54413F-HRTimeline
Crestwood Advisors Group, LLC11,876$574K0.01%-83113F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.11,652$563K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…11,025$533K<0.01%-36813F-HRTimelineGroup
IEQ CAPITAL, LLC11,000$532K<0.01%new13F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC10,900$527K0.11%013F-HRTimelineGroup
&PARTNERS10,833$523K0.01%+5,77513F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…10,764$520K0.05%-12513F-HRTimeline
Summit Financial, LLC10,739$519K0.01%+4,35713F-HRTimeline
Northwest Capital Management Inc10,643$515K0.21%013F-HRTimeline
Global Financial Private Client, LLC10,424$504K0.19%013F-HRTimeline
FORTRESS FINANCIAL GROUP, LLC10,420$504K0.5%+9113F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC10,255$496K0.1%-35,21913F-HRTimeline
Ashton Thomas Private Wealth, LLC10,180$492K0.02%+47013F-HRTimeline
LVZ, Inc.9,817$475K0.06%+79713F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC9,713$470K0.39%013F-HRTimeline
COMERICA BANK9,484$459K<0.01%-19,49213F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …9,400$454K0.01%013F-HRTimelineGroup
Chicago Partners Investment Group LLC8,911$430K0.01%+2413F-HRTimeline
Legacy Capital Wealth Partners, LLC8,867$429K0.11%013F-HRTimeline
Aviance Capital Partners, LLC8,474$410K0.06%+9013F-HRTimeline
Stephens Consulting, LLC8,317$402K0.1%-23213F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC8,085$391K0.11%+87513F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…8,078$391K0.02%+1,14413F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.7,824$378K0.17%013F-HRTimeline
Strategic Financial Partners, Ltd.7,406$358K0.19%-106,76013F-HRTimeline
SC&H Financial Advisors, Inc.7,325$354K0.07%+38613F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY7,199$348K0.07%+3313F-HRTimeline
Garde Capital, Inc.7,190$348K0.02%new13F-HRTimeline
Wealth Architects, LLC7,108$344K0.04%+1,27513F-HR/ATimeline
Cordgrass Capital Advisors, LLC6,876$332K0.1%+1,33713F-HRTimeline
Kelman-Lazarov, Inc.6,781$328K0.06%+4513F-HRTimeline
NorthCoast Asset Management LLC6,760$327K<0.01%-39813F-HR/ATimeline
Christensen, King & Associates Investme…6,660$321K0.15%+3113F-HRTimeline
Affinity Capital Advisors, LLC6,634$318K0.06%-90313F-HRTimeline
Zhang Financial LLC6,228$301K0.02%013F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC6,183$299K0.01%-12113F-HRTimeline
Priebe Wealth Holdings LLC6,115$296K0.18%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,992$290K0.02%+2013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,990$290K0.06%-4213F-HRTimeline
Atria Wealth Solutions, Inc.5,895$285K<0.01%+46113F-HRTimeline
Rede Wealth, LLC5,833$282K0.1%-15313F-HRTimeline
Infinity Wealth Counsel, LLC5,760$278K0.3%-28013F-HRTimeline
Avidian Wealth Enterprises, LLC5,688$275K0.01%new13F-HRTimeline
Town & Country Bank & Trust CO dba Firs…5,669$274K0.11%013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,640$273K0.26%013F-HRTimeline
Rehmann Capital Advisory Group5,610$271K0.02%+2613F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC5,544$268K0.12%+613F-HRTimeline
Smith & Howard Wealth Management, LLC5,543$268K0.07%-8,99613F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,540$268K0.08%013F-HRTimeline
BIP Wealth, LLC5,506$266K0.02%-1,18813F-HRTimeline
Arete Wealth Advisors, LLC5,510$266K0.02%new13F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…5,498$266K0.09%+17913F-HRTimeline
PFS Partners, LLC5,432$263K0.14%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,425$262K0.02%new13F-HRTimeline
Curat Global, LLC5,173$261K0.32%13F-HRTimeline
Avantax Planning Partners, Inc.5,219$252K0.01%013F-HRTimeline
Wealth Forward, LLC5,042$244K0.17%013F-HRTimeline
Onyx Bridge Wealth Group LLC5,018$243K0.03%-16,06513F-HRTimeline
SFMG, LLC4,977$241K0.02%+58013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,918$238K0.02%+513F-HRTimeline
ARBOR TRUST WEALTH ADVISORS, LLC4,810$233K0.11%013F-HRTimeline
World Investment Advisors4,800$232K0.01%+2813F-HRTimeline
Spectrum Wealth Counsel, LLC4,796$232K0.03%013F-HRTimeline
Longview Financial Advisors LLC4,757$230K0.15%-14013F-HRTimeline
Hudson Capital Management LLC4,643$224K0.07%-313F-HRTimeline
Prime Capital Investment Advisors, LLC4,391$212K<0.01%-10013F-HRTimeline
Beaumont Financial Advisors, LLC4,381$212K0.02%+2613F-HRTimeline
HOLDERNESS INVESTMENTS CO4,379$212K0.05%013F-HRTimeline
Key Financial Inc4,351$210K0.05%013F-HRTimeline
WBH ADVISORY INC4,343$210K0.02%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,305$208K0.03%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,249$205K<0.01%-15713F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,232$205K<0.01%new13F-HRTimelineGroup
Security National Bank4,231$205K0.04%013F-HRTimeline
IHT Wealth Management, LLC4,160$201K0.01%new13F-HRTimeline
CENTAURUS FINANCIAL, INC.3,447$167K0.01%+3313F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,426$165K0.03%-91613F-HRTimeline
FAS Wealth Partners, Inc.3,322$161K0.01%+113F-HRTimeline
WealthShield Partners, LLC3,279$159K0.02%-65313F-HRTimeline
BFSG, LLC2,922$141K0.02%+7213F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS2,915$141K<0.01%+1,94613F-HRTimelineGroup
FMR LLCin group FMR LLC2,646$128K<0.01%+2,40513F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC2,490$120K<0.01%-3013F-HRTimeline
Midwest Capital Advisors, LLC2,408$116K0.07%-3,77113F-HRTimeline
CX Institutional2,382$115K<0.01%new13F-HRTimeline
Kopp Family Office, LLC2,173$105K0.07%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC2,141$104K0.04%+1,14713F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,970$95.2K<0.01%-6013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,922$92.9K0.12%-3313F-HRTimeline
Crews Bank & Trust1,880$90.9K0.02%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,869$90.4K0.02%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,714$82.9K<0.01%+57413F-HRTimeline
AE Wealth Management LLC1,701$82.2K<0.01%-99413F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,547$74.8K<0.01%013F-HRTimelineGroup
Rossby Financial, LCC1,382$66.9K0.03%new13F-HRTimeline
Farther Finance Advisors, LLC1,258$60.7K<0.01%+86913F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,195$57.8K<0.01%013F-HRTimeline
Archer Investment Corp1,110$53.7K0.01%+1913F-HRTimeline
ELEVATE WEALTH ADVISORY, INC1,095$52.9K0.04%-10313F-HRTimeline
Sachetta, LLC1,075$52K0.02%013F-HRTimeline
Bogart Wealth, LLC992$48K<0.01%013F-HRTimeline
Woodside Wealth Management LLC936$45.3K0.04%13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.779$37.5K<0.01%-38313F-HRTimelineGroup
LANARK FINANCIAL, INC.760$36K<0.01%+75913F-HRTimeline
AMERIFLEX GROUP, INC.706$34.1K0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.690$33.4K<0.01%+61013F-HRTimelineGroup
Golden State Wealth Management, LLC679$32.9K<0.01%+213F-HR/ATimeline
Spire Wealth Managementin group Spire Wealth Management580$28K<0.01%-21813F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources575$27.8K<0.01%013F-HRTimelineGroup
GPS Wealth Strategies Group, LLC518$25.1K<0.01%+113F-HRTimeline
Pacifica Partners Inc.499$24.2K0.01%+313F-HRTimeline
IFP Advisors, Inc489$23.6K<0.01%-1513F-HRTimeline
Glass Jacobson Investment Advisors llc472$22.5K0.01%013F-HRTimeline
CVA Family Office, LLC446$21.6K<0.01%new13F-HRTimeline
Global Wealth Strategies & Associates426$20.6K0.01%+37713F-HRTimeline
Reyes Financial Architecture, Inc.424$20.5K0.02%013F-HRTimeline
AdvisorNet Financial, Inc389$18.8K<0.01%+14613F-HRTimeline
GODSEY & GIBB, INC327$15.8K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…313$15.1K<0.01%new13F-HRTimelineGroup
Rise Advisors, LLC304$14.7K0.01%+213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC291$14.1K<0.01%013F-HRTimelineGroup
General Partner, Inc.245$11.8K0.01%013F-HRTimeline
Arax Advisory Partners225$10.9K<0.01%new13F-HRTimeline
Copia Wealth Management220$10.6K0.01%013F-HRTimeline
Bank of New Hampshire209$10.1K<0.01%+4013F-HRTimeline
Park Square Financial Group, LLC206$9.96K0.01%013F-HRTimeline
SVB WEALTH LLC201$9.72K<0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC187$9K<0.01%-56213F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV185$8.95K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC168$8.12K<0.01%013F-HRTimelineGroup
Clearstead Trust, LLC163$7.88K<0.01%013F-HRTimeline
CoreCap Advisors, LLC160$7.74K<0.01%-14913F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC117$5.66K<0.01%new13F-HRTimelineGroup
Sound Income Strategies, LLC111$5.38K<0.01%+3513F-HRTimeline
Pineridge Advisors LLC110$5.29K<0.01%+113F-HRTimeline
Founders Financial Alliance, LLC108$5.22K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC100$4.83K<0.01%013F-HRTimeline
Parallel Advisors, LLC85$4.12K<0.01%-2013F-HRTimeline
Horizon Investments, LLC71$3.41K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV64$3.09K<0.01%013F-HRTimeline
ORG Partners LLC64$3.09K<0.01%-35713F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…53$3K<0.01%013F-HRTimelineGroup
O'SHAUGHNESSY ASSET MANAGEMENT, LLC55$2.66K<0.01%new13F-HRTimeline
Front Row Advisors LLC50$2.42K<0.01%013F-HRTimeline
JNBA Financial Advisors25$1.21K<0.01%new13F-HRTimeline
Strengthening Families & Communities, L…19$919<0.01%new13F-HRTimeline
Millstone Evans Group, LLC16$774<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC16$772<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.15$712<0.01%new13F-HRTimeline
HighMark Wealth Management LLC14$677<0.01%013F-HRTimeline
Dunhill Financial, LLC15$644<0.01%new13F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…12$581<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.10$483<0.01%-1013F-HRTimeline
Iron Horse Wealth Management, LLC5$247<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC3$146<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…3$145<0.01%-413F-HRTimelineGroup
Cornerstone Planning Group LLC2$96<0.01%new13F-HRTimeline
Anderson Financial Strategies, LLC1$48<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$27<0.01%-6,47213F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,10613F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
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.