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Disclosery

ISTB ISHARES TR

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CORE 1 5 YR USD (fund)

384 managers (389 13F filers) reported a position in ISTB shares at 2025-12-31, 67,555,602 shares in all. 24 filers opened a position and 29 filers sold out during the quarter.

Managers
384
13F filers
389
New
24
Added
172
Reduced
113
Sold out
29
Shares held by filers
67,555,602

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Berger Financial Group, Inc16,331$796K0.05%-7613F-HRTimeline
Mutual Advisors, LLC16,034$782K0.02%-4,41613F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,720$766K<0.01%+29413F-HR/ATimelineGroup
Eaton Financial Holdings Company, LLC15,634$762K0.2%-56413F-HRTimeline
Sunburst Financial Group, LLC15,562$759K0.15%+1313F-HRTimeline
Western Wealth Management, LLC15,557$758K0.03%-89713F-HRTimeline
Avidian Wealth Enterprises, LLC14,305$697K0.03%+1,22113F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.14,201$692K0.03%+3,05113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14,033$684K0.01%-33,00013F-HR/ATimeline
Opus Capital Group, LLC13,853$675K0.07%+1,55113F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\13,661$666K<0.01%-1,29913F-HRTimelineGroup
Onyx Bridge Wealth Group LLC13,469$657K0.07%-1,11713F-HRTimeline
Weaver Consulting Group13,350$651K0.16%+6,50013F-HRTimeline
Evensky & Katz LLC13,241$646K0.04%+20813F-HRTimeline
Main Street Financial Solutions, LLC13,108$639K0.05%-63413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,998$634K<0.01%+14313F-HRTimeline
Diversified Portfolios, Inc.12,990$633K0.05%-85113F-HRTimeline
Beacon Financial Advisory LLC12,956$632K0.15%-1,70213F-HRTimeline
Global Retirement Partners, LLC12,812$625K0.01%-2,48913F-HRTimeline
Mine & Arao Wealth Creation & Managemen…12,602$614K0.24%-1,04113F-HRTimeline
Godfrey Financial Associates, Inc.12,245$599K0.52%13F-HRTimeline
AlphaCore Capital LLC12,103$590K0.01%-82913F-HRTimeline
CWM, LLCin group CWM, LLC11,633$567K<0.01%+12613F-HRTimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP11,588$565K<0.01%+58913F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC11,560$564K0.01%-7813F-HRTimelineGroup
BLAIR WILLIAM & CO/IL11,327$552K<0.01%-94613F-HRTimeline
IEQ CAPITAL, LLC11,042$538K<0.01%+113F-HRTimeline
Ashton Thomas Private Wealth, LLC11,028$538K0.01%+34913F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC10,912$532K0.11%+2,86713F-HRTimeline
Global Financial Private Client, LLC10,424$508K0.18%013F-HRTimeline
Chicago Partners Investment Group LLC10,396$507K0.01%+83413F-HRTimeline
ACCREDITED INVESTOR SERVICES, LLC9,881$482K0.32%013F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding9,846$480K-6,521Timeline
COMERICA BANK9,519$464K<0.01%013F-HRTimeline
Arax Advisory Partners9,464$461K0.01%new13F-HRTimeline
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …9,400$458K0.01%013F-HRTimelineGroup
CALTON & ASSOCIATES, INC.9,394$458K0.07%new13F-HRTimeline
Aviance Capital Partners, LLC9,355$456K0.05%+1,11313F-HRTimeline
HB Wealth Management, LLC9,115$444K<0.01%-4,21913F-HRTimeline
Legacy Capital Wealth Partners, LLC8,867$432K0.09%013F-HRTimeline
Cordgrass Capital Advisors, LLC8,312$405K0.1%+83413F-HRTimeline
World Investment Advisors8,165$398K0.01%new13F-HR/ATimeline
Compound Planning, Inc.7,977$389K0.01%-1,10113F-HRTimeline
CHOREO, LLC7,928$387K<0.01%-20813F-HRTimeline
SigFig Wealth Management, LLC7,566$369K0.01%+1,52813F-HRTimeline
SC&H Financial Advisors, Inc.7,384$360K0.06%+5313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC7,329$357K<0.01%-30013F-HRTimelineGroup
Prospera Financial Services Inc7,314$357K0.01%-35,79413F-HRTimeline
Summit Financial, LLC7,287$355K0.01%+1,13013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…7,237$353K<0.01%+4,40813F-HR/ATimelineGroup
GTS SECURITIES LLC7,217$352K0.01%-59113F-HRTimeline
Garde Capital, Inc.7,190$351K0.02%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,181$350K0.01%-13413F-HRTimelineGroup
OpenArc Corporate Advisory, LLC7,112$347K0.01%13F-HRTimeline
Kelman-Lazarov, Inc.7,020$342K0.05%+9713F-HRTimeline
Pearl Planning LLC6,883$336K0.21%13F-HRTimeline
Sigma Planning Corp6,786$331K0.01%+36113F-HRTimeline
Level Wealth Management LLC6,572$320K0.16%-12,10013F-HRTimeline
Curat Global, LLC6,477$316K0.35%+2013F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,317$308K0.02%-26013F-HRTimeline
StoneX Group Inc.in group StoneX Group Inc.6,281$306K0.01%new13F-HRTimelineGroup
Blue Trust, Inc.6,253$305K<0.01%-60813F-HRTimeline
Christensen, King & Associates Investme…6,248$305K0.13%-51113F-HRTimeline
Rehmann Capital Advisory Group6,196$302K0.02%+58413F-HRTimeline
Parsonex Advisory Services, Inc.6,152$300K0.19%+6113F-HRTimeline
SeaBridge Investment Advisors LLC6,150$300K0.05%new13F-HRTimeline
ELEVATE WEALTH ADVISORY, INC6,104$298K0.2%013F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,992$292K0.02%013F-HRTimeline
Rede Wealth, LLC5,988$292K0.1%new13F-HRTimeline
Guidance Point Advisors, LLC5,935$290K0.07%+69013F-HRTimeline
VALLEY FORGE INVESTMENT CONSULTANTS INC…5,769$281K0.08%+7913F-HRTimeline
SFMG, LLC5,724$279K0.02%+44713F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,640$275K0.22%013F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,540$270K0.07%013F-HRTimeline
PFS Partners, LLC5,432$265K0.12%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,425$264K0.02%013F-HRTimeline
LVZ, Inc.5,422$264K0.03%-1,17313F-HR/ATimeline
&PARTNERS5,398$263K<0.01%-3,56113F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC5,378$262K0.04%-4213F-HRTimeline
Kingsview Wealth Management, LLC5,248$256K<0.01%+43213F-HRTimeline
WEST PACES ADVISORS INC.5,102$249K0.05%new13F-HRTimeline
Wealth Forward, LLC5,042$246K0.14%013F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,034$245K0.06%-12713F-HRTimeline
BCS Private Wealth Management, Inc.5,000$244K0.08%new13F-HRTimeline
Infinity Wealth Counsel, LLC4,960$242K0.22%-10013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,939$241K0.01%+1,18013F-HRTimeline
Rice Partnership, LLC4,846$236K0.03%+85813F-HRTimeline
Affinity Capital Advisors, LLC4,841$236K0.03%-17113F-HRTimeline
Donor Advised Charitable Giving, Inc.4,688$229K0.01%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,617$225K0.01%+10213F-HRTimeline
Prime Capital Investment Advisors, LLC4,590$224K<0.01%013F-HRTimeline
Avantax Planning Partners, Inc.4,563$222K0.01%-20413F-HRTimeline
Wealth Architects, LLC4,546$222K0.02%013F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4,526$221K0.05%-2,67613F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,530$221K<0.01%+20613F-HRTimelineGroup
Beaumont Financial Advisors, LLC4,522$220K0.01%+5713F-HRTimeline
Hudson Capital Management LLC4,395$214K0.05%-8313F-HRTimeline
HOLDERNESS INVESTMENTS CO4,379$213K0.04%013F-HRTimeline
FLYNN ZITO CAPITAL MANAGEMENT, LLC4,373$213K0.08%+2213F-HRTimeline
Key Financial Inc4,369$213K0.04%+1813F-HRTimeline
First Heartland Consultants, Inc.4,343$212K0.02%-5513F-HRTimeline
Zhang Financial LLC4,311$210K0.01%+1213F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC4,105$200K<0.01%+1,69813F-HRTimelineGroup
BFSG, LLC3,567$174K0.02%+37113F-HRTimeline
MidAtlantic Capital Management, Inc.3,501$171K0.11%new13F-HRTimeline
FAS Wealth Partners, Inc.3,280$160K0.01%-4713F-HRTimeline
AE Wealth Management LLC2,810$137K<0.01%+1,86713F-HRTimeline
FMR LLCin group FMR LLC2,797$136K<0.01%-2713F-HRTimelineGroup
Parallel Advisors, LLC2,658$130K<0.01%+113F-HRTimeline
Miller Capital Partners, Inc.2,635$128K0.07%13F-HRTimeline
WealthShield Partners, LLC2,599$127K0.01%-1,14513F-HRTimeline
Kopp Family Office, LLC2,173$106K0.07%013F-HRTimeline
Security National Bank2,168$106K0.02%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA2,126$104K<0.01%+68413F-HR/ATimelineGroup
FLAGSHIP HARBOR ADVISORS, LLC2,110$103K<0.01%new13F-HRTimeline
Crews Bank & Trust2,007$97.8K0.01%+12713F-HRTimeline
DAGCO, INC.1,990$97K0.02%new13F-HRTimeline
Smartleaf Asset Management LLC1,750$85.4K<0.01%+1013F-HRTimeline
Cherry Tree Wealth Management, LLC1,741$84.9K0.02%-513F-HRTimeline
ROTHSCHILD INVESTMENT LLC1,695$82.6K<0.01%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,648$80K0.01%-1,78813F-HRTimeline
Midwest Capital Advisors, LLC1,550$75.6K0.04%+2113F-HRTimeline
DEUTSCHE BANK AG\in group DEUTSCHE BANK AG\1,547$75.4K<0.01%013F-HRTimelineGroup
Federation des caisses Desjardins du Qu…1,113$54.3K<0.01%013F-HRTimeline
Archer Investment Corp1,110$54.1K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,100$53.6K0.01%new13F-HRTimeline
Woodside Wealth Management LLC1,067$52K0.04%+5513F-HRTimeline
Bogart Wealth, LLC992$48.4K<0.01%013F-HRTimeline
Rossby Financial, LCC986$48.1K0.02%+29013F-HRTimeline
WELLINGTON-ALTUS USA INC.970$47.3K0.04%13F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management800$39K<0.01%+21813F-HRTimelineGroup
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.784$38.2K<0.01%013F-HRTimelineGroup
LANARK FINANCIAL, INC.760$37K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.715$34.8K<0.01%+1013F-HRTimelineGroup
Golden State Wealth Management, LLC677$33K<0.01%+513F-HRTimeline
Longview Financial Advisors LLC619$30.2K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources575$28K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc540$26.3K0.01%013F-HRTimeline
Pacifica Partners Inc.510$24.9K0.01%013F-HRTimeline
IFP Advisors, Inc483$23.5K<0.01%013F-HRTimeline
CVA Family Office, LLC446$21.7K<0.01%013F-HRTimeline
SageView Advisory Group, LLC439$21.4K<0.01%new13F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC434$21.2K<0.01%013F-HRTimelineGroup
Reyes Financial Architecture, Inc.424$20.7K0.01%013F-HRTimeline
Caldwell Trust Co420$20.5K<0.01%new13F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…318$15.5K<0.01%+26513F-HRTimelineGroup
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…313$15.3K<0.01%013F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC271$13.2K<0.01%+7213F-HRTimelineGroup
Rialto Wealth Management, LLC264$12.9K<0.01%-4113F-HRTimeline
Bank of New Hampshire259$12.6K<0.01%+5013F-HRTimeline
General Partner, Inc.245$11.9K0.01%013F-HRTimeline
Fortitude Family Office, LLC213$10.4K<0.01%new13F-HRTimeline
CoreCap Advisors, LLC206$10.1K<0.01%-51513F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…200$9.75K<0.01%+313F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC187$9K<0.01%013F-HR/ATimelineGroup
HOWE & RUSLING INC157$7.65K<0.01%new13F-HRTimeline
Root Financial Partners, LLC130$6.34K<0.01%013F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC118$5.75K<0.01%-9,58513F-HRTimeline
DHJJ Financial Advisors, Ltd.117$5.7K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC108$5.26K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC100$4.88K<0.01%013F-HRTimeline
Clearstead Trust, LLC100$4.88K<0.01%013F-HRTimeline
IFC & Insurance Marketing, Inc.89$4K<0.01%13F-HRTimeline
Fairway Wealth LLC80$3.9K<0.01%new13F-HRTimeline
Horizon Investments, LLC71$3.46K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV64$3.12K<0.01%013F-HRTimeline
ORG Partners LLC64$3.12K<0.01%013F-HRTimeline
SIGNATUREFD, LLC59$2.88K<0.01%013F-HRTimeline
Front Row Advisors LLC50$2.44K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.48$2.33K<0.01%-4613F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32$1.56K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC28$1.36K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC23$1.12K<0.01%013F-HRTimeline
Tower Research Capital LLC (TRC)in group Tower Research Capital LLC (T…23$1.12K<0.01%new13F-HRTimelineGroup
Millstone Evans Group, LLC16$780<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC16$780<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.15$718<0.01%-113F-HRTimeline
HighMark Wealth Management LLC14$682<0.01%013F-HRTimeline
GAMMA Investing LLC10$488<0.01%new13F-HRTimeline
American Wealth Advisors, LLC8$367<0.01%+113F-HRTimeline
Global Wealth Strategies & Associates4$205<0.01%013F-HRTimeline
WOLFF WIESE MAGANA LLC3$147<0.01%013F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$98<0.01%-128,69713F-HRTimelineGroup
BLUELINE ADVISORS LLC1$47<0.01%13F-HRTimeline