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Disclosery

ISTB ISHARES TR

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CORE 1 5 YR USD (fund)

377 managers (382 13F filers) reported a position in ISTB shares at 2024-12-31, 59,306,398 shares in all. 26 filers opened a position and 23 filers sold out during the quarter.

Managers
377
13F filers
382
New
26
Added
167
Reduced
116
Sold out
23
Shares held by filers
59,306,398

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 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Acorns Advisers, LLC10,728,367$512M4.97%+497,72813F-HRTimeline
STATE OF WISCONSIN INVESTMENT BOARD5,045,625$241M0.62%+205,30013F-HRTimeline
TRUST POINT INC.3,402,553$163M11.27%+266,05013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.3,171,055$151M<0.01%+961,08413F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co3,068,324$147M0.03%+11,28013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,899,925$90.8M0.03%13F-HR/ATimelineGroup
SPINNAKER TRUST1,504,770$71.9M4.53%+210,36413F-HRTimeline
Mariner, LLCin group Mariner, LLC1,132,511$54.1M0.09%+59,97713F-HRTimelineGroup
Townsend & Associates, Inc1,025,796$49.1M5.03%+20,51713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY1,009,239$48.2M<0.01%+386,99613F-HR/ATimelineGroup
CAHABA WEALTH MANAGEMENT, INC.925,379$44.2M3.66%+43,17613F-HRTimeline
UBS Group AGin group UBS Group AG877,893$41.9M0.01%+25,00613F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/766,894$36.6M<0.01%-122,40013F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO766,731$36.6M<0.01%+65,96913F-HRTimelineGroup
MBL Wealth, LLC712,348$34M3.41%+27,76713F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP690,202$33M0.03%+69,91313F-HRTimelineGroup
LPL Financial LLC655,534$31.3M0.01%+89,60713F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding623,865$29.8M+24,453Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA607,626$29M0.01%-239,69313F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN598,274$28.6M0.01%+42,81213F-HRTimelineGroup
Destination Wealth Management538,537$25.7M0.8%+4,13213F-HRTimeline
CIM, LLC536,611$25.6M3.65%+17,17213F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC525,942$25.1M0.01%+81,96813F-HRTimelineGroup
Courage Miller Partners, LLC518,656$24.8M8.48%+14,35913F-HRTimeline
Geneos Wealth Management Inc.490,163$23.4M0.82%-12,76913F-HRTimeline
Koss-Olinger Consulting, LLC486,104$23.2M2.04%+16,69613F-HRTimeline
FPC INVESTMENT ADVISORY, INC.458,904$22M16.12%+17,97513F-HRTimeline
PITTENGER & ANDERSON INC426,710$20.4M0.74%+33,99713F-HRTimeline
Beacon Pointe Advisors, LLC342,410$16.4M0.18%-1,90513F-HRTimeline
Opal Wealth Advisors, LLC340,591$16.3M4.88%+4,27113F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…340,370$16.2M2.47%+38,28813F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.333,444$16M0.76%-66,09813F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC318,526$15.2M2.63%+9,50113F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.296,477$14.2M5.23%+90,50613F-HRTimeline
DORVAL Corp277,511$13.3M5.27%+10,90413F-HRTimeline
Argent Advisors, Inc.275,806$13.2M4.88%+16,16313F-HRTimeline
Omega Financial Group, LLC261,070$12.5M4.72%+20,71013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…244,090$11.7M0.02%+11,98613F-HRTimelineGroup
Boyd Wealth Management, LLC244,111$11.7M5.75%+83,03113F-HRTimeline
Abundance Wealth Counselors243,596$11.6M2.53%+30913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC225,012$10.7M0.02%-16,44913F-HRTimeline
Creative Planningin group Creative Planning221,146$10.6M0.01%-7,91813F-HRTimelineGroup
IRON Financial LLC216,650$10.3M5.81%+33,58913F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC213,999$10.2M0.01%+1,97813F-HRTimeline
McKinley Carter Wealth Services, Inc.212,797$10.2M0.62%+12,77513F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC210,743$10.1M0.79%-72,35313F-HRTimeline
Lineweaver Wealth Advisors, LLC206,719$9.88M1.83%-52,64413F-HRTimeline
Orion Porfolio Solutions, LLC206,499$9.86M0.1%-25,55413F-HRTimeline
Orion Portfolio Solutions, LLC206,499$9.86M0.1%-25,55413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.206,341$9.86M0.02%+22,14513F-HR/ATimelineGroup
Alexander Randolph Advisory, Inc.205,068$9.8M9.08%-15,12413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/203,646$9.73M<0.01%+1,19513F-HRTimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp198,686$9.49M<0.01%new13F-HRTimelineGroup
Lakeridge Wealth Management LLC193,014$9.22M4.76%+75,68413F-HRTimeline
CGN Advisors LLC180,896$8.64M0.84%+27,52013F-HRTimeline
Wescott Financial Advisory Group, LLC172,389$8.24M0.85%+20,57913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.168,910$8.07M3.46%+1,15613F-HRTimeline
Cranbrook Wealth Management, LLC166,542$7.96M1.84%-6,24513F-HRTimeline
FIDUCIARY ADVISORS, INC.165,641$7.91M7.96%13F-HRTimeline
HighTower Advisors, LLC164,932$7.88M0.01%-109,68713F-HRTimeline
Buttonwood Financial Advisors Inc.163,016$7.79M3.42%+12,59013F-HRTimeline
Cambridge Investment Research Advisors,…155,190$7.41M0.02%+10,12913F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.151,249$7.23M1.17%-9,80013F-HRTimeline
Advisor OS, LLCin group Advisor OS, LLC144,075$6.88M0.8%+6,31513F-HRTimelineGroup
Hoxton Planning & Management, LLC139,545$6.67M2.55%+5,87413F-HRTimeline
KFA Private Wealth Group, LLC136,655$6.53M2.73%+22,83813F-HRTimeline
Factor Wealth Management LTD135,677$6.48M2.15%13F-HRTimeline
Cetera Investment Advisers134,890$6.44M0.01%+15,73313F-HRTimeline
Brio Consultants, LLC132,702$6.34M0.99%-4,09713F-HRTimeline
Providence First Trust Co131,365$6.28M2.36%013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV130,445$6.23M3.64%+3,24613F-HRTimeline
Fonville Wealth Management LLC129,489$6.19M2.04%+21,79613F-HRTimeline
Values First Advisors, Inc.129,274$6.18M3.4%-27,07613F-HRTimeline
MML INVESTORS SERVICES, LLC128,197$6.12M0.02%+5,16213F-HRTimeline
MJP ASSOCIATES INC /ADV128,076$6.12M1.1%+4,33913F-HRTimeline
JGP Wealth Management, LLC120,606$5.76M0.74%+6,63013F-HRTimeline
COREPATH WEALTH PARTNERS LLC120,608$5.74M5.6%+2,28613F-HRTimeline
Steward Partners Investment Advisory, L…117,091$5.59M0.05%-73013F-HRTimeline
Strategic Financial Partners, Ltd.114,166$5.45M2.78%+106,27913F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC111,905$5.35M2.52%-12,48913F-HRTimeline
Baker Ellis Asset Management LLC107,503$5.14M0.76%+3,10313F-HRTimeline
Eldridge Investment Advisors, Inc.96,044$4.59M1.07%+15,49513F-HRTimeline
C M BIDWELL & ASSOCIATES LTD95,998$4.59M2.79%+5,51813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC95,023$4.54M0.1%+16,21113F-HRTimelineGroup
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…94,549$4.52M0.01%+3,70113F-HRTimelineGroup
MATHER GROUP, LLC.93,264$4.46M0.06%-1,57813F-HRTimeline
Lutz Financial Services LLC90,702$4.33M0.35%+21013F-HRTimeline
FIRST HAWAIIAN BANKin group FIRST HAWAIIAN BANK88,465$4.23M0.14%+1,15513F-HRTimelineGroup
Fiduciary Group, LLC85,973$4.11M0.41%-9,95513F-HRTimeline
BCGM Wealth Management, LLC83,862$4.01M1.27%+2,26513F-HRTimeline
Cannon Financial Strategists, Inc.83,651$4M0.69%+3,38513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers83,494$3.99M0.01%+9,20913F-HRTimelineGroup
TD Capital Management LLC82,576$3.94M0.4%-10,11713F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC82,207$3.93M<0.01%+2,76413F-HRTimelineGroup
AtlasMark Financial, Inc78,916$3.77M3.46%+49613F-HRTimeline
PEOPLES BANK /OH77,832$3.72M2.19%+1,65113F-HRTimeline
Summit Wealth Partners, LLC76,867$3.67M0.75%-17213F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…75,684$3.62M<0.01%-3,18213F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding75,629$3.61M+16,172Timeline
Legacy Private Trust Co.75,126$3.59M0.23%+17,47613F-HRTimeline
Dentgroup LLC74,877$3.58M2.73%+12,08713F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding73,269$3.5M+5Timeline
Rooted Wealth Advisors, Inc.71,629$3.42M1.34%+15,97213F-HRTimeline
OneDigital Investment Advisors LLC69,275$3.31M0.04%+1,58213F-HRTimeline
Allworth Financial LP67,354$3.22M0.02%-45113F-HRTimeline
Baker Avenue Asset Management, LP65,222$3.12M0.1%-113F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.62,098$2.97M0.03%+8,12113F-HRTimelineGroup
SEEDS INVESTOR LLC60,809$2.9M0.83%+10,68213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,541$2.89M0.01%+18,11713F-HR/ATimeline
Goldstone Financial Group, LLC58,951$2.82M0.44%+2,91613F-HRTimeline
McClarren Financial Advisors, Inc.58,355$2.79M7.82%+41,93413F-HRTimeline
Private Advisor Group, LLC57,199$2.73M0.02%-7,25513F-HRTimeline
Samalin Investment Counsel, LLC56,324$2.69M1.15%+1,81113F-HRTimeline
Sound View Wealth Advisors Group, LLC54,441$2.6M0.21%-3,32213F-HRTimeline
Smithfield Trust Co54,327$2.6M0.13%013F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…53,668$2.56M0.01%new13F-HRTimelineGroup
Joseph Group Capital Management50,318$2.4M0.95%+7,27813F-HRTimeline
Investment Advisory Group, LLC49,176$2.35M0.79%+1,97413F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV48,181$2.3M0.01%-17713F-HRTimeline
Turn8 Private Wealth Inc.47,795$2.28M1.63%13F-HRTimeline
Prospera Financial Services Inc47,592$2.27M0.05%-15,72813F-HRTimeline
Wealth Dimensions Group, Ltd.47,586$2.27M0.56%+49413F-HRTimeline
Valmark Advisers, Inc.46,754$2.23M0.03%-17913F-HRTimeline
LJI Wealth Management, LLC46,109$2.2M0.43%-23,27813F-HRTimeline
STUDIO INVESTMENT MANAGEMENT LLC45,474$2.17M0.46%-75713F-HRTimeline
PDS Planning, Inc43,489$2.08M0.18%+19613F-HRTimeline
Rockbridge Investment Management, LCC42,509$2.03M0.26%-1,88013F-HRTimeline
CITY HOLDING CO42,320$2.02M0.29%+52813F-HRTimeline
TrueWealth Financial Partners41,869$2M1.24%-36713F-HRTimeline
Charter Oak Capital Management, LLC39,964$1.91M0.18%-1,71513F-HRTimeline
Betterment LLC39,779$1.9M<0.01%+54113F-HRTimeline
Richard W. Paul & Associates, LLC39,444$1.88M0.69%+1,19413F-HRTimeline
Eaton Financial Holdings Company, LLC38,918$1.86M0.72%+24,24713F-HRTimeline
NewEdge Advisors, LLC38,641$1.85M0.01%+13,51413F-HRTimeline
Horizon Family Wealth, Inc.38,047$1.82M1.21%+4,64213F-HRTimeline
Apella Capital, LLC37,905$1.81M0.07%new13F-HRTimeline
Columbus Macro, LLC37,796$1.81M0.25%+2,29813F-HRTimeline
Wealthspire Advisors, LLC37,093$1.77M0.02%-6,47713F-HRTimeline
Stone House Investment Management, LLC34,886$1.67M0.42%-4,35213F-HRTimeline
MKT Advisors LLC33,864$1.62M0.71%+4,53213F-HRTimeline
OARSMAN CAPITAL, INC.33,428$1.6M0.28%+3,89113F-HRTimeline
Ironwood Investment Counsel, LLC32,910$1.57M0.27%+36613F-HRTimeline
Rialto Wealth Management, LLC32,650$1.56M0.52%13F-HRTimeline
HHM Wealth Advisors, LLC32,539$1.55M0.21%-1,50913F-HRTimeline
RIK SAYLOR FINANCIAL, INC.32,515$1.55M1.44%13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC32,386$1.55M0.13%-2,27413F-HRTimeline
FC Advisory LLC31,286$1.49M0.5%+24413F-HRTimeline
CAPTRUST FINANCIAL ADVISORS31,176$1.49M<0.01%+1,17313F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.31,140$1.49M<0.01%+44313F-HRTimelineGroup
Eukles Asset Management30,850$1.47M0.63%-75713F-HRTimeline
HILL ISLAND FINANCIAL LLC30,812$1.47M0.43%+1,83813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding30,740$1.47M-3,553Timeline
J.W. COLE ADVISORS, INC.30,388$1.45M0.06%-1,23413F-HRTimeline
Vantage Financial Partners, LLC29,520$1.41M0.35%-41813F-HRTimeline
HARBOUR INVESTMENTS, INC.29,408$1.4M0.04%-1,43913F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC28,978$1.38M<0.01%-3,37113F-HRTimelineGroup
COMERICA BANK28,976$1.38M0.01%+12,69613F-HR/ATimeline
SOUTH PLAINS FINANCIAL, INC.28,419$1.36M1.04%13F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV28,066$1.34M0.04%013F-HRTimeline
Darden Wealth Group Inc27,799$1.33M0.89%+7113F-HRTimeline
First PREMIER Bank27,663$1.32M0.34%+9513F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP27,610$1.32M<0.01%-1,47913F-HRTimelineGroup
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …27,487$1.31M0.02%-1,25413F-HRTimelineGroup
Blue Trust, Inc.27,322$1.31M0.02%+1,55313F-HR/ATimeline
NWAM LLC26,855$1.28M0.08%-50213F-HRTimeline
Bellwether Advisors, LLC26,844$1.28M0.23%+20913F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.25,894$1.24M1.22%-1313F-HRTimeline
Rather & Kittrell, Inc.25,807$1.23M0.29%-4,54013F-HRTimeline
Global Retirement Partners, LLC24,283$1.16M0.03%+2,70413F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding23,740$1.13M-3,022Timeline
Per Stirling Capital Management, LLC.23,658$1.13M0.16%-1,00013F-HRTimeline
Level Wealth Management LLC23,257$1.11M0.78%13F-HR/ATimeline
Mutual Advisors, LLC22,834$1.09M0.03%+313F-HRTimeline
Aptus Capital Advisors, LLC22,673$1.08M0.01%-5,17313F-HRTimeline
VICUS CAPITAL21,866$1.04M0.09%+16413F-HRTimeline
Advisory Services Network, LLC21,752$1.04M0.02%-33013F-HRTimeline
Sunburst Financial Group, LLC21,572$1.03M0.25%-6,27413F-HRTimeline
Onyx Bridge Wealth Group LLC21,083$1.01M0.15%+8,66113F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT20,990$1M0.12%-14013F-HRTimeline
Delta Financial Group, Inc.20,329$971K0.23%-57713F-HRTimeline
HEADINVEST, LLC19,847$948K0.18%-26013F-HRTimeline
Western Wealth Management, LLC19,799$946K0.06%-39313F-HR/ATimeline
Quad-Cities Investment Group, LLC19,283$921K0.45%+1,00413F-HRTimeline
Berger Financial Group, Inc19,004$908K0.06%-20013F-HRTimeline
Janney Montgomery Scott LLC18,723$894K<0.01%+21013F-HRTimeline
Composition Wealth, LLC18,527$885K0.02%-2,32813F-HRTimeline
Michael A. Dubis Financial Planning, LLC18,415$880K0.85%13F-HRTimeline
Greykasell Wealth Strategies, Inc.18,408$879K0.49%13F-HRTimeline
ABLE Financial Group, LLC17,973$859K0.25%+4313F-HRTimeline
Commonwealth Financial Services, LLC17,740$847K0.17%+27313F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP17,358$829K<0.01%+5,10413F-HRTimelineGroup
Integrated Wealth Concepts LLC17,052$815K0.01%+1,44113F-HRTimeline
CWM, LLCin group CWM, LLC17,033$814K<0.01%+84413F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/16,959$810K<0.01%+2,89613F-HRTimelineGroup
MATTERN CAPITAL MANAGEMENT, LLC16,881$806K0.11%+37013F-HRTimeline
Cable Hill Partners, LLC16,536$790K0.08%+56013F-HRTimeline
Beacon Financial Advisory LLC16,336$780K0.25%+63013F-HRTimeline
Wealthfront Advisers LLC15,990$764K<0.01%+2,41313F-HR/ATimeline
CHOREO, LLC15,628$747K0.01%+9513F-HRTimeline
Pine Haven Investment Counsel, Inc14,835$709K0.58%+2,63013F-HRTimeline