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Disclosery

ISTB ISHARES TR

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CORE 1 5 YR USD (fund)

380 managers (385 13F filers) reported a position in ISTB shares at 2025-06-30, 62,094,914 shares in all. 24 filers opened a position and 25 filers sold out during the quarter.

Managers
380
13F filers
385
New
24
Added
164
Reduced
126
Sold out
25
Shares held by filers
62,094,914

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Beacon Financial Advisory LLC14,706$715K0.19%+98013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,461$704K<0.01%+80013F-HRTimelineGroup
Diversified Portfolios, Inc.14,414$701K0.07%-73713F-HRTimeline
Global Retirement Partners, LLC14,274$694K0.02%13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,099$685K<0.01%+58013F-HR/ATimelineGroup
AlphaCore Capital LLC14,037$683K0.03%-1,03813F-HRTimeline
MAI Capital Management13,902$676K<0.01%+35213F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.13,685$666K0.03%+22213F-HRTimeline
Smartleaf Asset Management LLC13,656$664K0.06%+1,75113F-HRTimeline
Mine & Arao Wealth Creation & Managemen…13,582$661K0.29%-17713F-HRTimeline
Arete Wealth Advisors, LLC13,546$659K0.05%+8,03613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS13,238$644K<0.01%-1,67813F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC12,918$628K0.01%-3613F-HRTimelineGroup
AVANTAX ADVISORY SERVICES, INC.12,783$622K<0.01%+1,13113F-HRTimeline
BLAIR WILLIAM & CO/IL12,685$617K<0.01%-1,44113F-HRTimeline
Evensky & Katz LLC12,550$611K0.04%+11113F-HRTimeline
CWM, LLCin group CWM, LLC12,297$598K<0.01%-99313F-HRTimelineGroup
Greykasell Wealth Strategies, Inc.12,065$587K0.28%-1,18413F-HRTimeline
Opus Capital Group, LLC11,914$580K0.07%+2913F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,620$565K<0.01%-1,92913F-HRTimelineGroup
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS11,232$546K<0.01%+8,31713F-HRTimelineGroup
Northwest Capital Management Inc11,066$538K0.29%+42313F-HRTimeline
OLD MISSION CAPITAL LLC11,063$538K0.01%new13F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…11,043$537K0.03%new13F-HRTimelineGroup
IEQ CAPITAL, LLC11,000$535K<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC10,900$530K0.1%013F-HRTimelineGroup
Summit Financial, LLC10,658$519K0.01%-8113F-HRTimeline
Avidian Wealth Enterprises, LLC10,498$511K0.02%+4,81013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC10,478$510K0.01%new13F-HRTimelineGroup
Global Financial Private Client, LLC10,424$507K0.19%013F-HRTimeline
Chicago Partners Investment Group LLC10,046$487K0.01%+1,13513F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC9,896$481K<0.01%-8,96713F-HRTimelineGroup
ACCREDITED INVESTOR SERVICES, LLC9,881$481K0.36%+16813F-HRTimeline
Ashton Thomas Private Wealth, LLC9,821$478K0.02%-35913F-HRTimeline
COMERICA BANK9,482$461K<0.01%-213F-HRTimeline
TWO SIGMA SECURITIES, LLC9,460$460K0.06%-4,52513F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …9,400$457K0.01%013F-HRTimelineGroup
Legacy Capital Wealth Partners, LLC8,867$431K0.1%013F-HRTimeline
Cordgrass Capital Advisors, LLC8,619$419K0.11%+1,74313F-HRTimeline
Level Wealth Management LLC8,591$418K0.24%-11,57913F-HRTimeline
Blue Trust, Inc.8,207$399K<0.01%-3,73413F-HRTimeline
Aviance Capital Partners, LLC8,198$399K0.05%-27613F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,849$382K0.01%-22913F-HRTimelineGroup
STUDIO INVESTMENT MANAGEMENT LLC7,730$376K0.08%-2,52513F-HRTimeline
SC&H Financial Advisors, Inc.7,372$359K0.06%+4713F-HRTimeline
Garde Capital, Inc.7,190$350K0.02%013F-HRTimeline
Stephens Consulting, LLC7,160$348K0.08%-1,15713F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC7,122$346K0.09%-96313F-HRTimeline
UPTICK PARTNERS, LLC7,047$343K0.1%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY7,006$340K0.07%-19313F-HRTimeline
Kelman-Lazarov, Inc.6,851$333K0.05%+7013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…6,794$331K0.12%+1,12513F-HRTimeline
Christensen, King & Associates Investme…6,709$326K0.15%+4913F-HRTimeline
LVZ, Inc.6,598$321K0.04%-3,21913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,577$320K0.03%-4,18713F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…6,540$318K<0.01%new13F-HRTimelineGroup
Family Capital Management, Inc.6,454$314K0.16%new13F-HRTimeline
Curat Global, LLC6,442$313K0.3%+1,26913F-HR/ATimeline
Farther Finance Advisors, LLC6,359$309K0.01%+5,10113F-HRTimeline
Atria Wealth Solutions, Inc.6,325$308K0.01%+43013F-HRTimeline
Priebe Wealth Holdings LLC6,115$297K0.26%013F-HRTimeline
ELEVATE WEALTH ADVISORY, INC6,088$296K0.21%+4,99313F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,992$292K0.02%013F-HRTimeline
Rehmann Capital Advisory Group5,652$275K0.02%+4213F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,640$274K0.24%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…5,570$271K0.09%+7213F-HRTimeline
Infinity Wealth Counsel, LLC5,560$270K0.27%-20013F-HRTimeline
Parsonex Advisory Services, Inc.5,553$270K0.23%13F-HRTimeline
Smith & Howard Wealth Management, LLC5,543$270K0.07%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,540$270K0.08%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,520$269K0.05%-47013F-HRTimeline
PFS Partners, LLC5,432$264K0.13%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,425$264K0.02%013F-HRTimeline
Rede Wealth, LLC5,409$263K0.09%-42413F-HRTimeline
Corient Private Wealth LPin group Corient Private Wealth LP5,368$261K<0.01%new13F-HR/ATimelineGroup
Affinity Capital Advisors, LLC5,214$254K0.04%-1,42013F-HRTimeline
SFMG, LLC5,210$253K0.02%+23313F-HRTimeline
Pinnacle Financial Partners Inc5,154$251K0.01%new13F-HRTimeline
World Investment Advisors5,130$250K0.01%+33013F-HRTimeline
Wealth Forward, LLC5,042$245K0.16%013F-HRTimeline
SigFig Wealth Management, LLC5,037$245K0.01%new13F-HRTimeline
BCS Private Wealth Management, Inc.5,000$243K0.09%13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC4,930$240K0.07%new13F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,900$238K<0.01%+65113F-HR/ATimelineGroup
Avantax Planning Partners, Inc.4,767$232K0.01%-45213F-HRTimeline
Hudson Capital Management LLC4,675$227K0.06%+3213F-HRTimeline
Compound Planning, Inc.4,604$224K0.01%new13F-HRTimeline
Prime Capital Investment Advisors, LLC4,590$223K<0.01%+19913F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,552$221K0.09%-99213F-HRTimeline
Wealth Architects, LLC4,546$221K0.02%-2,56213F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,488$218K0.02%-43013F-HRTimeline
Weaver Consulting Group4,470$217K0.06%new13F-HRTimeline
XTX Topco Ltdin group XTX Topco Ltd4,452$217K0.01%new13F-HRTimelineGroup
Beaumont Financial Advisors, LLC4,422$215K0.02%+4113F-HRTimeline
HOLDERNESS INVESTMENTS CO4,379$213K0.05%013F-HRTimeline
Key Financial Inc4,351$212K0.04%013F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,305$209K0.02%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,256$207K<0.01%+2413F-HRTimelineGroup
IHT Wealth Management, LLC4,228$206K0.01%+6813F-HRTimeline
Summa Corp.4,200$204K0.11%new13F-HRTimeline
NorthCoast Asset Management LLC4,176$203K<0.01%-2,58413F-HRTimeline
WBH ADVISORY INC4,131$201K0.02%-21213F-HRTimeline
Security National Bank4,064$198K0.03%-16713F-HRTimeline
NFSG Corp3,955$192K0.03%new13F-HRTimeline
WealthShield Partners, LLC3,901$190K0.02%+62213F-HRTimeline
Rice Partnership, LLC3,812$185K0.03%new13F-HRTimeline
FMR LLCin group FMR LLC3,583$174K<0.01%+93713F-HRTimelineGroup
CENTAURUS FINANCIAL, INC.3,494$170K0.01%+4713F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,431$166K0.03%+513F-HRTimeline
FAS Wealth Partners, Inc.3,324$162K0.01%+213F-HRTimeline
BFSG, LLC2,977$145K0.02%+5513F-HRTimeline
Parallel Advisors, LLC2,656$129K<0.01%+2,57113F-HRTimeline
Midwest Capital Advisors, LLC2,408$117K0.06%013F-HRTimeline
CX Institutional2,382$116K<0.01%013F-HR/ATimeline
BURKETT FINANCIAL SERVICES, LLC2,245$109K0.04%+10413F-HRTimeline
Kopp Family Office, LLC2,173$106K0.07%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,970$95.8K<0.01%013F-HR/ATimeline
CLEAR INVESTMENT RESEARCH, LLC1,932$94K0.12%+1013F-HRTimeline
Crews Bank & Trust1,880$91.5K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,869$90.9K0.02%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC1,748$85K<0.01%+1,63113F-HRTimelineGroup
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,547$75.3K<0.01%013F-HRTimelineGroup
Banque Transatlantique SAin group Banque Transatlantique SA1,442$70.2K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC1,195$58.1K<0.01%013F-HRTimeline
Federation des caisses Desjardins du Qu…1,113$54.1K<0.01%-60113F-HRTimeline
Archer Investment Corp1,110$54K0.01%013F-HRTimeline
Sachetta, LLC1,075$52.3K0.02%013F-HRTimeline
Bogart Wealth, LLC992$48.3K<0.01%013F-HRTimeline
Woodside Wealth Management LLC956$46.5K0.04%+2013F-HRTimeline
AE Wealth Management LLC943$45.9K<0.01%-75813F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.779$37.9K<0.01%013F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC762$37K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.760$36K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.706$34.3K0.02%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.698$33.9K<0.01%+813F-HRTimelineGroup
Golden State Wealth Management, LLC669$32.6K<0.01%-1013F-HRTimeline
Rossby Financial, LCC643$31.3K0.01%-73913F-HRTimeline
Longview Financial Advisors LLC619$30.1K0.02%-4,13813F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management597$29K<0.01%+1713F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources575$28K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc540$26.3K0.01%+6813F-HRTimeline
GPS Wealth Strategies Group, LLC519$25.3K<0.01%+113F-HRTimeline
Pacifica Partners Inc.504$24.5K0.01%+513F-HRTimeline
IFP Advisors, Inc489$23.8K<0.01%013F-HRTimeline
CVA Family Office, LLC446$21.7K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.424$20.6K0.02%013F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…313$15.2K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC307$14.9K0.01%+313F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC291$14.2K<0.01%013F-HRTimelineGroup
CoreCap Advisors, LLC263$12.8K<0.01%+10313F-HRTimeline
General Partner, Inc.245$11.9K0.01%013F-HRTimeline
Arax Advisory Partners225$10.9K<0.01%013F-HRTimeline
Bank of New Hampshire209$10.2K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC187$9K<0.01%013F-HRTimelineGroup
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV185$9K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC169$8.22K<0.01%+113F-HRTimelineGroup
Clearstead Trust, LLC163$7.93K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.148$7.19K<0.01%+13313F-HRTimeline
AdvisorNet Financial, Inc146$7.1K<0.01%-24313F-HRTimeline
Pineridge Advisors LLC111$5.38K<0.01%+113F-HRTimeline
Founders Financial Alliance, LLC108$5.25K<0.01%013F-HRTimeline
Horizon Investments, LLC71$3.43K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV64$3.11K<0.01%013F-HRTimeline
ORG Partners LLC64$3.1K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…53$2.58K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC50$2.43K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32$1.56K<0.01%-2313F-HRTimeline
Sunbelt Securities, Inc.20$955<0.01%+1013F-HRTimeline
Millstone Evans Group, LLC16$778<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC16$775<0.01%013F-HRTimeline
Larson Financial Group LLC15$730<0.01%new13F-HRTimeline
HighMark Wealth Management LLC14$681<0.01%013F-HRTimeline
Manchester Capital Management LLC11$538<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC9$438<0.01%new13F-HRTimeline
Sound Income Strategies, LLC8$394<0.01%-10313F-HRTimeline
Iron Horse Wealth Management, LLC5$251<0.01%013F-HRTimeline
Global Wealth Strategies & Associates4$199<0.01%-42213F-HRTimeline
WOLFF WIESE MAGANA LLC3$146<0.01%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1$28<0.01%013F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.