Skip to content
Disclosery

ISTB ISHARES TR

Follow

CORE 1 5 YR USD (fund)

390 managers (395 13F filers) reported a position in ISTB shares at 2026-03-31, 71,102,777 shares in all. 40 filers opened a position and 31 filers sold out during the quarter.

Managers
390
13F filers
395
New
40
Added
178
Reduced
108
Sold out
31
Shares held by filers
71,102,777

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Berger Financial Group, Inc16,286$789K0.04%-4513F-HRTimeline
Aptus Capital Advisors, LLC16,130$782K0.01%-53313F-HRTimeline
Mutual Advisors, LLC16,124$781K0.02%+9013F-HRTimeline
PFG Advisors16,124$781K0.04%-67413F-HRTimeline
PARK AVENUE SECURITIES LLCin group PARK AVENUE SECURITIES LLC15,719$762K0.01%new13F-HRTimelineGroup
Eaton Financial Holdings Company, LLC15,685$760K0.25%+5113F-HRTimeline
Western Wealth Management, LLC15,561$754K0.03%+413F-HR/ATimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…15,530$753K<0.01%-1,01613F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.15,240$739K0.04%-3,73613F-HRTimeline
Sunburst Financial Group, LLC15,029$728K0.14%-53313F-HR/ATimeline
Avidian Wealth Enterprises, LLC14,731$714K0.02%+42613F-HRTimeline
Opus Capital Group, LLC14,646$710K0.08%+79313F-HRTimeline
DORVAL Corp14,439$700K0.22%-300,01913F-HRTimeline
Weaver Consulting Group14,311$694K0.17%+96113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV14,033$680K0.01%013F-HR/ATimeline
Evensky & Katz LLC13,250$642K0.04%+913F-HRTimeline
CAPTRUST FINANCIAL ADVISORS12,967$628K<0.01%-3113F-HRTimeline
FIFTH THIRD BANK, NATIONAL ASSOCIATIONgroup of 2 filers holding12,761$618KnewTimeline
Mine & Arao Wealth Creation & Managemen…12,636$612K0.26%+3413F-HRTimeline
Godfrey Financial Associates, Inc.12,294$596K0.51%+4913F-HRTimeline
Arete Wealth Advisors, LLC12,106$587K0.04%-8,08113F-HR/ATimeline
Beacon Financial Advisory LLC11,890$576K0.13%-1,06613F-HRTimeline
Main Street Financial Solutions, LLC11,811$572K0.04%-1,29713F-HRTimeline
Ashton Thomas Private Wealth, LLC11,689$566K0.01%+66113F-HRTimeline
CWM, LLCin group CWM, LLC11,460$555K<0.01%-17313F-HRTimelineGroup
AlphaCore Capital LLC11,281$547K0.01%-82213F-HRTimeline
BLAIR WILLIAM & CO/IL10,961$531K<0.01%-36613F-HRTimeline
Chicago Partners Investment Group LLC10,844$526K0.01%+44813F-HRTimeline
Commerce Advisors, LLC10,804$524K0.44%13F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA10,708$519K<0.01%13F-HRTimelineGroup
Diversified Portfolios, Inc.10,477$508K0.04%-2,51313F-HRTimeline
Global Financial Private Client, LLC10,424$505K0.17%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP10,273$504K<0.01%-1,31513F-HRTimelineGroup
CALTON & ASSOCIATES, INC.10,260$497K0.07%+86613F-HRTimeline
Aviance Capital Partners, LLC10,229$496K0.06%+87413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding10,004$485K+158Timeline
ACCREDITED INVESTOR SERVICES, LLC9,881$479K0.31%013F-HRTimeline
Cordgrass Capital Advisors, LLC9,769$473K0.11%+1,45713F-HRTimeline
OneAscent Financial Services LLCin group OneAscent Financial Services …9,668$469K0.03%new13F-HRTimelineGroup
Corient Private Wealth LPin group Corient Private Wealth LP9,623$466K<0.01%new13F-HRTimelineGroup
TOCQUEVILLE ASSET MANAGEMENT L.P.in group TOCQUEVILLE ASSET MANAGEMENT …9,400$456K0.01%013F-HRTimelineGroup
Rede Wealth, LLC9,282$450K0.16%+3,29413F-HRTimeline
HB Wealth Management, LLC9,248$448K<0.01%+13313F-HRTimeline
Arax Advisory Partners9,049$439K0.01%-41513F-HRTimeline
Legacy Capital Wealth Partners, LLC8,867$430K0.09%013F-HRTimeline
SigFig Wealth Management, LLC8,775$425K0.01%+1,20913F-HRTimeline
TWO SIGMA SECURITIES, LLC8,686$421K0.05%new13F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC7,855$381K0.05%-9,20013F-HRTimeline
CHOREO, LLC7,846$380K<0.01%-8213F-HRTimeline
SC&H Financial Advisors, Inc.7,411$359K0.05%+2713F-HRTimeline
World Investment Advisors7,401$359K0.01%-76413F-HRTimeline
Sigma Planning Corp7,212$349K0.01%+42613F-HRTimeline
Garde Capital, Inc.7,190$348K0.02%013F-HRTimeline
LEVEL FOUR ADVISORY SERVICES, LLCin group LEVEL FOUR ADVISORY SERVICES,…7,182$348K0.01%+113F-HRTimelineGroup
Prospera Financial Services Inc7,167$347K0.01%-14713F-HRTimeline
Summit Financial, LLC7,139$346K<0.01%-14813F-HRTimeline
OpenArc Corporate Advisory, LLC7,112$345K<0.01%013F-HRTimeline
Kelman-Lazarov, Inc.7,069$343K0.05%+4913F-HRTimeline
Pearl Planning LLC6,883$334K0.18%013F-HRTimeline
Optas, LLC6,760$328K0.05%new13F-HRTimeline
Hudson Capital Management LLC6,691$324K0.08%+2,29613F-HRTimeline
Level Wealth Management LLC6,572$318K0.15%013F-HRTimeline
HARMONY ASSET MANAGEMENT LLC6,552$318K0.1%new13F-HRTimeline
TrueWealth Financial Partners6,524$316K0.13%new13F-HRTimeline
SFMG, LLC6,411$311K0.02%+68713F-HRTimeline
Guidance Point Advisors, LLC6,364$309K0.07%+42913F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…6,319$305K0.02%+213F-HRTimeline
Rehmann Capital Advisory Group6,224$302K0.02%+2813F-HRTimeline
ELEVATE WEALTH ADVISORY, INC6,169$299K0.19%+6513F-HRTimeline
SeaBridge Investment Advisors LLC6,150$298K0.05%013F-HRTimeline
Christensen, King & Associates Investme…6,072$294K0.13%-17613F-HRTimeline
Parsonex Advisory Services, Inc.5,977$290K0.28%-17513F-HRTimeline
Blue Trust, Inc.5,912$286K<0.01%-34113F-HRTimeline
FMR LLCin group FMR LLC5,709$277K<0.01%+2,91213F-HRTimelineGroup
Donor Advised Charitable Giving, Inc.5,708$277K0.01%+1,02013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…5,693$276K<0.01%-1,54413F-HRTimelineGroup
Kingsview Wealth Management, LLC5,671$275K<0.01%+42313F-HRTimeline
STEPHEN J. GARRY & ASSOCIATES, LLC5,640$273K0.22%013F-HRTimeline
GUERRA PAN ADVISORS, LLC5,579$270K0.17%new13F-HRTimeline
MidAtlantic Capital Management, Inc.5,568$270K0.19%+2,06713F-HRTimeline
WALTER & KEENAN WEALTH MANAGEMENT LLC /…5,540$268K0.08%013F-HRTimeline
&PARTNERS5,477$265K<0.01%+7913F-HRTimeline
PFS Partners, LLC5,432$263K0.12%013F-HRTimeline
CIDEL ASSET MANAGEMENT INC5,425$263K0.01%013F-HRTimeline
LVZ, Inc.5,335$259K0.03%-8713F-HRTimeline
MONEY CONCEPTS CAPITAL CORP5,316$258K0.01%-67613F-HRTimeline
MAGNOLIA CAPITAL ADVISORS LLC5,231$253K0.05%-5,68113F-HRTimeline
Rice Partnership, LLC5,212$253K0.03%+36613F-HRTimeline
SILVERLAKE WEALTH MANAGEMENT LLC5,127$248K0.05%+9313F-HRTimeline
WEST PACES ADVISORS INC.5,102$247K0.05%013F-HRTimeline
Wealth Forward, LLC5,042$244K0.14%013F-HRTimeline
BCS Private Wealth Management, Inc.5,000$242K0.07%013F-HRTimeline
Life Planning Partners, Inc4,979$241K0.18%new13F-HRTimeline
Infinity Wealth Counsel, LLC4,960$240K0.22%013F-HRTimeline
PATRIOT INVESTMENT MANAGEMENT GROUP, IN…4,867$236K0.02%+25013F-HRTimeline
CENTAURUS FINANCIAL, INC.4,834$234K0.01%-10513F-HRTimeline
Prosperity Consulting Group, LLC4,768$231K0.01%new13F-HRTimeline
Cornerstone Advisory, LLC4,605$223K0.02%new13F-HRTimeline
Onyx Bridge Wealth Group LLC4,593$223K0.02%-8,87613F-HRTimeline
Prime Capital Investment Advisors, LLC4,590$222K<0.01%013F-HRTimeline
Independent Advisor Alliance4,585$222K<0.01%new13F-HRTimeline
SPIRIT OF AMERICA MANAGEMENT CORP/NY4,560$221K0.04%+3413F-HRTimeline
Beaumont Financial Advisors, LLC4,550$220K0.02%+2813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management4,503$218K<0.01%new13F-HRTimelineGroup
Rossby Financial, LCC4,442$215K0.04%+3,45613F-HRTimeline
HOHIMER WEALTH MANAGEMENT, LLC4,389$213K0.03%-98913F-HRTimeline
Zhang Financial LLC4,317$209K0.01%+613F-HRTimeline
Security National Bank4,263$207K0.03%+2,09513F-HRTimeline
First Heartland Consultants, Inc.4,228$205K0.02%-11513F-HRTimeline
Summa Corp.4,200$204K0.08%new13F-HRTimeline
BRANDYWINE OAK PRIVATE WEALTH LLC4,193$203K0.02%new13F-HRTimeline
Affinity Capital Advisors, LLC4,171$202K0.03%-67013F-HRTimeline
Financial Engines Advisors L.L.C.4,162$202K<0.01%new13F-HRTimeline
FLAGSHIP HARBOR ADVISORS, LLC4,160$202K0.01%+2,05013F-HRTimeline
BFSG, LLC3,739$181K0.02%+17213F-HRTimeline
DAGCO, INC.3,700$179K0.04%+1,71013F-HRTimeline
Parallel Advisors, LLC3,603$175K<0.01%+94513F-HR/ATimeline
ASSETMARK, INCin group ASSETMARK, INC3,462$168K<0.01%-64313F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC3,095$150K0.01%+1,40013F-HRTimeline
AE Wealth Management LLC2,895$140K<0.01%+8513F-HRTimeline
Miller Capital Partners, Inc.2,635$128K0.06%013F-HRTimeline
FAS Wealth Partners, Inc.2,530$123K0.01%-75013F-HRTimeline
WealthShield Partners, LLC2,175$105K0.01%-42413F-HRTimeline
Kopp Family Office, LLC2,173$105K0.07%013F-HRTimeline
Banque Transatlantique SAin group Banque Transatlantique SA2,126$103K<0.01%013F-HRTimelineGroup
Crews Bank & Trust2,007$97.3K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,750$84.7K<0.01%013F-HRTimeline
Cherry Tree Wealth Management, LLC1,741$84.4K0.02%013F-HRTimeline
VALLEY NATIONAL ADVISERS INC1,590$77K0.01%-5813F-HRTimeline
CLEAR INVESTMENT RESEARCH, LLC1,585$76.8K0.12%new13F-HRTimeline
Midwest Capital Advisors, LLC1,556$75.4K0.04%+613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,333$64.6K<0.01%+53313F-HRTimelineGroup
Strive Financial Group ,LLC1,248$60K0.03%new13F-HRTimeline
Federation des caisses Desjardins du Qu…1,113$53.9K<0.01%013F-HRTimeline
Archer Investment Corp1,110$53.8K0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.1,100$53.3K0.01%013F-HRTimeline
SALEM INVESTMENT COUNSELORS INC1,028$49.8K<0.01%new13F-HR/ATimeline
Bogart Wealth, LLC992$48.1K<0.01%013F-HRTimeline
WELLINGTON-ALTUS USA INC.970$46.8K0.03%013F-HRTimeline
Turtle Creek Wealth Advisors, LLC905$43.9K<0.01%new13F-HRTimeline
BURKETT FINANCIAL SERVICES, LLC902$43.7K0.01%+78413F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC843$40.9K0.01%new13F-HRTimeline
LANARK FINANCIAL, INC.760$36.8K<0.01%013F-HRTimeline
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.720$34.9K<0.01%+513F-HRTimelineGroup
Golden State Wealth Management, LLC679$32.9K<0.01%+213F-HRTimeline
Longview Financial Advisors LLC619$30K0.02%013F-HRTimeline
FRANKLIN RESOURCES INCin group Franklin Resources575$27.9K<0.01%013F-HRTimelineGroup
Glass Jacobson Investment Advisors llc540$26.2K0.01%013F-HRTimeline
Pacifica Partners Inc.510$24.7K0.01%013F-HRTimeline
IFP Advisors, Inc493$23.9K<0.01%+1013F-HRTimeline
CVA Family Office, LLC446$21.6K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.424$20.5K0.02%013F-HRTimeline
Caldwell Trust Co420$20.4K<0.01%013F-HRTimeline
Ascentis Wealth Management, LLCgroup of 2 filers holding377$18.3K+64Timeline
Medallion Wealth Advisors, LLC369$17.9K0.01%+35313F-HRTimeline
CITIGROUP INCin group CITIGROUP INC353$17.1K<0.01%+8213F-HRTimelineGroup
Hickory Point Bank & Trust309$15K0.01%new13F-HRTimeline
VANGUARD ADVISERS INCin group VANGUARD GROUP INC309$15K<0.01%13F-HRTimelineGroup
General Partner, Inc.255$12.4K0.01%+1013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC187$9K<0.01%013F-HRTimelineGroup
Rialto Wealth Management, LLC177$8.58K<0.01%-8713F-HRTimeline
CoreCap Advisors, LLC161$7.81K<0.01%-4513F-HRTimeline
Bank of New Hampshire150$7.27K<0.01%-10913F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC143$6.93K<0.01%-29113F-HRTimelineGroup
Horizon Investments, LLC142$6.83K<0.01%+7113F-HRTimeline
BNP PARIBAS FINANCIAL MARKETSin group BNP PARIBAS FINANCIAL MARKETS139$6.74K<0.01%new13F-HRTimelineGroup
DHJJ Financial Advisors, Ltd.117$5.67K<0.01%013F-HRTimeline
Founders Financial Alliance, LLC108$5.23K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC100$4.85K<0.01%013F-HR/ATimeline
Clearstead Trust, LLC81$3.92K<0.01%-1913F-HRTimeline
EASTERN BANK74$3.59K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC59$2.86K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…52$2.56K<0.01%-26613F-HRTimelineGroup
Front Row Advisors LLC50$2.42K<0.01%013F-HRTimeline
AMERIFLEX GROUP, INC.48$2.33K<0.01%013F-HRTimeline
O'SHAUGHNESSY ASSET MANAGEMENT, LLC32$1.55K<0.01%013F-HRTimeline
OXFORD FINANCIAL GROUP, LTD. LLC28$1.36K<0.01%013F-HRTimeline
MATRIX PRIVATE CAPITAL GROUP LLC18$872<0.01%new13F-HRTimeline
Clark Wealth Partners17$824<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC18$822<0.01%-513F-HRTimeline
Millstone Evans Group, LLC16$775<0.01%013F-HRTimeline
HighMark Wealth Management LLC14$678<0.01%013F-HRTimeline
GAMMA Investing LLC10$485<0.01%013F-HRTimeline
Global Wealth Strategies & Associates4$205<0.01%013F-HRTimeline
Sachetta, LLC3$162<0.01%new13F-HRTimeline
WOLFF WIESE MAGANA LLC3$146<0.01%013F-HRTimeline
Cassaday & Co Wealth Management LLC3$146<0.01%new13F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…2$97<0.01%013F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2$72<0.01%-19813F-HR/ATimelineGroup
BLUELINE ADVISORS LLC1$46<0.01%013F-HRTimeline