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Disclosery

ISTB ISHARES TR

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CORE 1 5 YR USD (fund)

375 managers (380 13F filers) reported a position in ISTB shares at 2025-09-30, 63,375,975 shares in all. 25 filers opened a position and 27 filers sold out during the quarter.

Managers
375
13F filers
380
New
25
Added
164
Reduced
123
Sold out
27
Shares held by filers
63,375,975

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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 LLC14,658$716K0.17%-4813F-HRTimeline
Onyx Bridge Wealth Group LLC14,586$712K0.08%-112,86513F-HRTimeline
Diversified Portfolios, Inc.13,841$676K0.06%-57313F-HRTimeline
Main Street Financial Solutions, LLC13,742$671K0.04%new13F-HRTimeline
Mine & Arao Wealth Creation & Managemen…13,643$666K0.27%+6113F-HRTimeline
HB Wealth Management, LLC13,334$651K<0.01%new13F-HRTimeline
Avidian Wealth Enterprises, LLC13,084$639K0.02%+2,58613F-HRTimeline
Evensky & Katz LLC13,033$637K0.04%+48313F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC13,028$636K<0.01%+11013F-HRTimelineGroup
AlphaCore Capital LLC12,932$632K0.02%-1,10513F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,855$628K<0.01%-38313F-HRTimeline
Opus Capital Group, LLC12,302$601K0.07%+38813F-HRTimeline
BLAIR WILLIAM & CO/IL12,273$599K<0.01%-41213F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,638$568K0.01%+1,16013F-HRTimelineGroup
CWM, LLCin group CWM, LLC11,507$562K<0.01%-79013F-HRTimelineGroup
LEAVELL INVESTMENT MANAGEMENT, INC.11,150$545K0.02%-2,53513F-HRTimeline
IEQ CAPITAL, LLC11,041$539K<0.01%+4113F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,999$537K<0.01%-62113F-HRTimelineGroup
Ashton Thomas Private Wealth, LLC10,679$522K0.01%+85813F-HRTimeline
Northwest Capital Management Inc10,655$520K0.55%-41113F-HRTimeline
Global Financial Private Client, LLC10,424$509K0.18%013F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC9,881$483K0.33%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC9,703$474K0.16%+7,45813F-HRTimeline
Chicago Partners Investment Group LLC9,562$468K0.01%-48413F-HRTimeline
COMERICA BANK9,519$465K<0.01%+3713F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …9,400$459K0.01%013F-HRTimelineGroup
Compound Planning, Inc.9,078$443K0.01%+4,47413F-HRTimeline
&PARTNERS8,959$438K<0.01%-8,67013F-HRTimeline
Legacy Capital Wealth Partners, LLC8,867$433K0.09%013F-HRTimeline
NFSG Corp8,473$414K0.06%+4,51813F-HRTimeline
Aviance Capital Partners, LLC8,242$403K0.05%+4413F-HRTimeline
CHOREO, LLC8,136$397K0.01%-14,32513F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC8,045$393K0.1%+92313F-HRTimeline
GTS SECURITIES LLC7,808$381K0.01%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,629$373K<0.01%-2,26713F-HRTimelineGroup
Cordgrass Capital Advisors, LLC7,478$365K0.09%-1,14113F-HRTimeline
SC&H Financial Advisors, Inc.7,331$358K0.06%-4113F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,315$357K0.01%-53413F-HRTimelineGroup
SPIRIT OF AMERICA MANAGEMENT CORP/NY7,202$351K0.07%+19613F-HRTimeline
Garde Capital, Inc.7,190$351K0.02%013F-HRTimeline
UPTICK PARTNERS, LLC7,086$346K0.09%+3913F-HRTimeline
Kelman-Lazarov, Inc.6,923$338K0.05%+7213F-HRTimeline
Blue Trust, Inc.6,861$335K<0.01%-1,34613F-HRTimeline
Weaver Consulting Group6,850$335K0.09%+2,38013F-HRTimeline
Town & Country Bank & Trust CO dba Firs…6,794$332K0.12%013F-HRTimeline
Christensen, King & Associates Investme…6,759$330K0.14%+5013F-HRTimeline
Farther Finance Advisors, LLC6,629$324K<0.01%+27013F-HRTimeline
LVZ, Inc.6,595$322K0.04%-313F-HRTimeline
TrueWealth Financial Partners6,524$319K0.16%-9,28213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,577$319K0.03%013F-HRTimeline
Curat Global, LLC6,457$315K0.3%+1513F-HRTimeline
Sigma Planning Corp6,425$314K0.01%new13F-HRTimeline
Summit Financial, LLC6,157$301K<0.01%-4,50113F-HRTimeline
ELEVATE WEALTH ADVISORY, INC6,104$298K0.22%+1613F-HRTimeline
Parsonex Advisory Services, Inc.6,091$297K0.2%+53813F-HRTimeline
SigFig Wealth Management, LLC6,038$295K0.01%+1,00113F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,992$293K0.02%013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…5,690$278K0.08%+12013F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,640$275K0.22%013F-HRTimeline
Rehmann Capital Advisory Group5,612$274K0.02%-4013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,540$271K0.08%013F-HRTimeline
PFS Partners, LLC5,432$265K0.13%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,425$265K0.02%013F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,420$265K0.04%-10013F-HRTimeline
SFMG, LLC5,277$258K0.02%+6713F-HRTimeline
Guidance Point Advisors, LLC5,245$256K0.06%new13F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,161$252K0.06%+23113F-HRTimeline
Pinnacle Financial Partners Inc5,154$252K0.01%013F-HRTimeline
Infinity Wealth Counsel, LLC5,060$247K0.24%-50013F-HRTimeline
Wealth Forward, LLC5,042$246K0.14%013F-HRTimeline
Affinity Capital Advisors, LLC5,012$244K0.04%-20213F-HRTimeline
Kingsview Wealth Management, LLC4,816$235K<0.01%new13F-HRTimeline
Tanager Wealth Management LLP4,789$234K0.02%new13F-HRTimeline
Avantax Planning Partners, Inc.4,767$233K0.01%013F-HRTimeline
Aries Wealth Management4,734$231K0.05%new13F-HRTimeline
Donor Advised Charitable Giving, Inc.4,688$229K<0.01%-10,39513F-HRTimeline
Prime Capital Investment Advisors, LLC4,590$224K<0.01%013F-HRTimeline
Wealth Architects, LLC4,546$222K0.02%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,515$221K0.01%+2713F-HRTimeline
Hudson Capital Management LLC4,478$219K0.06%-19713F-HRTimeline
Beaumont Financial Advisors, LLC4,465$218K0.01%+4313F-HRTimeline
American Trust4,451$217K0.02%new13F-HRTimeline
First Heartland Consultants, Inc.4,398$215K0.02%new13F-HRTimeline
HOLDERNESS INVESTMENTS CO4,379$214K0.04%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,351$212K0.08%-20113F-HRTimeline
Key Financial Inc4,351$212K0.04%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,324$211K<0.01%+6813F-HRTimelineGroup
Zhang Financial LLC4,299$210K0.01%new13F-HRTimeline
STEEL GROVE CAPITAL ADVISORS, LLC4,305$209K0.02%013F-HRTimeline
Savant Capital, LLCin group Savant Capital, LLC4,227$206K<0.01%-67313F-HR/ATimelineGroup
PFG Investments, LLC4,218$206K0.01%new13F-HRTimeline
Summa Corp.4,200$205K0.09%013F-HRTimeline
Rice Partnership, LLC3,988$195K0.03%+17613F-HRTimeline
CENTAURUS FINANCIAL, INC.3,759$184K0.01%+26513F-HRTimeline
WealthShield Partners, LLC3,744$183K0.02%-15713F-HRTimeline
VALLEY NATIONAL ADVISERS INC3,436$167K0.03%+513F-HRTimeline
FAS Wealth Partners, Inc.3,327$162K0.01%+313F-HRTimeline
BFSG, LLC3,196$156K0.02%+21913F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…2,829$138K<0.01%new13F-HRTimelineGroup
FMR LLCin group FMR LLC2,824$138K<0.01%-75913F-HRTimelineGroup
Parallel Advisors, LLC2,657$130K<0.01%+113F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC2,407$118K<0.01%+65913F-HRTimelineGroup
CX Institutional2,390$117K<0.01%+813F-HRTimeline
Kopp Family Office, LLC2,173$106K0.07%013F-HRTimeline
Security National Bank2,168$106K0.02%-1,89613F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,970$96.2K<0.01%013F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,934$94.5K0.13%+213F-HRTimeline
Crews Bank & Trust1,880$91.8K0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,746$85.3K0.02%-12313F-HRTimeline
Smartleaf Asset Management LLC1,740$85K0.01%-11,91613F-HRTimeline
Truvestments Capital LLC1,714$83.7K0.02%new13F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,695$82.8K<0.01%+50013F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,547$75.6K<0.01%013F-HRTimelineGroup
Midwest Capital Advisors, LLC1,529$74.7K0.04%-87913F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA1,442$70.4K<0.01%013F-HRTimelineGroup
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…1,330$65K<0.01%-9,71313F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,113$54.4K<0.01%013F-HRTimeline
Archer Investment Corp1,110$54.2K0.01%013F-HRTimeline
Sachetta, LLC1,075$52.5K0.02%013F-HRTimeline
Woodside Wealth Management LLC1,012$49.4K0.04%+5613F-HRTimeline
Bogart Wealth, LLC992$48.4K<0.01%013F-HRTimeline
AE Wealth Management LLC943$46K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.784$38.3K<0.01%+513F-HRTimelineGroup
LANARK FINANCIAL, INC.760$37.1K<0.01%013F-HRTimeline
CoreCap Advisors, LLC721$35.2K<0.01%+45813F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.705$34.4K<0.01%+713F-HRTimelineGroup
Rossby Financial, LCC696$33.9K0.01%+5313F-HRTimeline
Golden State Wealth Management, LLC672$32.9K<0.01%+313F-HRTimeline
Longview Financial Advisors LLC619$30.2K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management582$28.4K<0.01%-1513F-HRTimelineGroup
FRANKLIN RESOURCES INCin group Franklin Resources575$28.1K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc540$26.4K0.01%013F-HRTimeline
GPS Wealth Strategies Group, LLC520$25.4K<0.01%+113F-HRTimeline
Pacifica Partners Inc.510$24.9K0.01%+613F-HRTimeline
IFP Advisors, Inc483$23.6K<0.01%-613F-HR/ATimeline
CVA Family Office, LLC446$21.8K<0.01%013F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC434$21.2K<0.01%+14313F-HRTimelineGroup
Reyes Financial Architecture, Inc.424$20.7K0.01%013F-HRTimeline
Grey Fox Wealth Advisors, LLC355$17.3K<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…313$15.3K<0.01%013F-HRTimelineGroup
Rise Advisors, LLC310$15.2K0.01%+313F-HRTimeline
Rialto Wealth Management, LLC305$14.9K<0.01%-31,56513F-HRTimeline
General Partner, Inc.245$12K0.01%013F-HRTimeline
Bank of New Hampshire209$10.2K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC199$9.72K<0.01%+3013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…197$9.63K<0.01%+19613F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC187$9K<0.01%013F-HRTimelineGroup
Abich Financial Wealth Management LLC167$8.16K<0.01%13F-HRTimeline
Root Financial Partners, LLC130$6.35K<0.01%new13F-HRTimeline
DHJJ Financial Advisors, Ltd.117$5.71K<0.01%new13F-HRTimeline
Pineridge Advisors LLC112$5.46K<0.01%+113F-HRTimeline
Founders Financial Alliance, LLC108$5.28K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC100$4.88K<0.01%new13F-HRTimeline
Clearstead Trust, LLC100$4.88K<0.01%-6313F-HRTimeline
AMERIFLEX GROUP, INC.94$4.61K<0.01%-61213F-HRTimeline
Horizon Investments, LLC71$3.44K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV64$3.13K<0.01%013F-HRTimeline
ORG Partners LLC64$3.12K<0.01%013F-HRTimeline
SIGNATUREFD, LLC59$2.88K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…53$2.59K<0.01%013F-HRTimelineGroup
Front Row Advisors LLC50$2.44K<0.01%013F-HRTimeline
Orion Capital Management LLC40$1.95K<0.01%new13F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32$1.56K<0.01%013F-HRTimeline
Manchester Capital Management LLC31$1.53K<0.01%+2013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC28$1.37K<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC23$1.12K<0.01%new13F-HRTimeline
Cape Investment Advisory, Inc.16$793<0.01%-13213F-HRTimeline
Millstone Evans Group, LLC16$781<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC16$781<0.01%013F-HRTimeline
Larson Financial Group LLC15$733<0.01%013F-HRTimeline
HighMark Wealth Management LLC14$684<0.01%013F-HRTimeline
Private Wealth Asset Management, LLC9$440<0.01%013F-HRTimeline
American Wealth Advisors, LLC7$363<0.01%13F-HRTimeline
Global Wealth Strategies & Associates4$202<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC3$147<0.01%013F-HRTimeline