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Disclosery

ISTB ISHARES TR

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CORE 1 5 YR USD (fund)

382 managers (387 13F filers) reported a position in ISTB shares at 2025-03-31, 61,245,282 shares in all. 34 filers opened a position and 33 filers sold out during the quarter.

Managers
382
13F filers
387
New
34
Added
159
Reduced
125
Sold out
33
Shares held by filers
61,245,282

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 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
Acorns Advisers, LLC10,922,893$528M5.07%+194,52613F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,508,088$266M0.01%+2,337,03313F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD5,045,925$244M0.63%+30013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,984,761$144M0.03%-83,56313F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,996,862$96.5M0.04%+96,93713F-HRTimelineGroup
TRUST POINT INC.1,817,563$87.9M8.02%-1,584,99013F-HRTimeline
SPINNAKER TRUST1,378,330$66.6M4.35%-126,44013F-HRTimeline
Mariner, LLCin group Mariner, LLC1,133,934$54.8M0.09%+1,42313F-HRTimelineGroup
Townsend & Associates, Inc1,093,148$52.7M5.49%+67,35213F-HRTimeline
Geneos Wealth Management Inc.983,063$47.5M0.7%+492,90013F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.965,759$46.7M3.86%+40,38013F-HRTimeline
UBS Group AGin group UBS Group AG893,592$43.2M0.01%+15,69913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA852,021$41.2M0.01%+244,39513F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP829,571$40.1M0.04%+139,36913F-HR/ATimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO749,367$36.2M<0.01%-17,36413F-HRTimelineGroup
MBL Wealth, LLC715,959$34.6M3.51%+3,61113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/700,874$33.9M<0.01%-66,02013F-HRTimelineGroup
LPL Financial LLC671,916$32.5M0.01%+16,38213F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY654,963$31.7M<0.01%-354,27613F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding581,419$28.1M-42,446Timeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN558,386$27M0.01%-39,88813F-HRTimelineGroup
Destination Wealth Management555,087$26.8M0.85%+16,55013F-HRTimeline
CIM, LLC550,344$26.6M3.95%+13,73313F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC528,400$25.5M0.04%+303,38813F-HRTimeline
Courage Miller Partners, LLC520,195$25.2M8.52%+1,53913F-HRTimeline
FPC INVESTMENT ADVISORY, INC.505,439$24.4M16.72%+46,53513F-HRTimeline
Koss-Olinger Consulting, LLC492,346$23.8M2.01%+6,24213F-HRTimeline
PITTENGER & ANDERSON INC474,692$23M0.84%+47,98213F-HRTimeline
Opal Wealth Advisors, LLC368,660$17.8M5.49%+28,06913F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…364,796$17.6M2.72%+24,42613F-HRTimeline
Beacon Pointe Advisors, LLC362,924$17.5M0.2%+20,51413F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.341,608$16.5M0.81%+8,16413F-HRTimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC320,873$15.5M<0.01%-205,06913F-HRTimelineGroup
CAPITAL INSIGHT PARTNERS, LLC320,726$15.5M2.71%+2,20013F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.311,929$15.1M5.47%+15,45213F-HRTimeline
Argent Advisors, Inc.299,574$14.5M4.85%+23,76813F-HRTimeline
DORVAL Corp280,767$13.6M5.46%+3,25613F-HRTimeline
Omega Financial Group, LLC270,019$13.1M5.01%+8,94913F-HRTimeline
Independence Financial Advisors, LLC268,805$13M4.94%13F-HRTimeline
Apella Capital, LLC240,656$11.6M0.4%+202,75113F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…239,840$11.5M0.03%-4,25013F-HR/ATimelineGroup
Bank of New York Mellon Corpin group Bank of New York Mellon Corp236,800$11.4M<0.01%+38,11413F-HRTimelineGroup
Creative Planningin group Creative Planning234,603$11.3M0.01%+13,45713F-HRTimelineGroup
Abundance Wealth Counselors230,347$11.1M2.33%-13,24913F-HRTimeline
IRON Financial LLC219,188$10.6M5.94%+2,53813F-HRTimeline
Alexander Randolph Advisory, Inc.209,648$10.1M9.92%+4,58013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/206,668$9.99M0.01%+3,02213F-HRTimelineGroup
Orion Porfolio Solutions, LLC206,145$9.97M0.1%-35413F-HRTimeline
Orion Portfolio Solutions, LLC206,145$9.97M0.1%-35413F-HR/ATimeline
Lakeridge Wealth Management LLC206,067$9.96M4.98%+13,05313F-HRTimeline
Lineweaver Wealth Advisors, LLC201,600$9.75M1.66%-5,11913F-HRTimeline
CGN Advisors LLC198,702$9.61M0.94%+17,80613F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC196,651$9.51M0.01%-17,34813F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC195,716$9.46M0.73%-15,02713F-HRTimeline
Buttonwood Financial Advisors Inc.185,436$8.97M3.94%+22,42013F-HRTimeline
Wescott Financial Advisory Group, LLC180,550$8.73M0.91%+8,16113F-HRTimeline
FIDUCIARY ADVISORS, INC.174,720$8.45M8.34%+9,07913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.170,914$8.26M3.47%+2,00413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.168,449$8.15M0.02%-37,89213F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC165,118$7.98M<0.01%+82,91113F-HR/ATimelineGroup
Fonville Wealth Management LLC162,771$7.88M2.32%+33,28213F-HRTimeline
Cranbrook Wealth Management, LLC162,198$7.84M1.82%-4,34413F-HRTimeline
Cambridge Investment Research Advisors,…156,380$7.56M0.03%+1,19013F-HRTimeline
Hoxton Planning & Management, LLC149,675$7.24M2.76%+10,13013F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.143,905$6.9M1.19%-7,34413F-HR/ATimeline
Factor Wealth Management LTD142,382$6.88M2.11%+6,70513F-HRTimeline
KFA Private Wealth Group, LLC140,473$6.79M2.38%+3,81813F-HRTimeline
MML INVESTORS SERVICES, LLC139,011$6.72M0.02%+10,81413F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV138,004$6.67M3.76%+7,55913F-HRTimeline
Cetera Investment Advisers137,897$6.67M0.01%+3,00713F-HRTimeline
Brio Consultants, LLC131,111$6.34M1%-1,59113F-HR/ATimeline
JGP Wealth Management, LLC131,015$6.33M0.83%+10,40913F-HRTimeline
Values First Advisors, Inc.129,402$6.26M3.65%+12813F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…128,699$6.22M0.01%new13F-HRTimelineGroup
Providence First Trust Co128,588$6.22M2.52%-2,77713F-HRTimeline
Baker Ellis Asset Management LLC125,700$6.08M0.88%+18,19713F-HRTimeline
HighTower Advisors, LLC122,671$5.93M0.01%-42,26113F-HRTimeline
COREPATH WEALTH PARTNERS LLC121,414$5.85M5.58%+80613F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC110,213$5.33M2.49%-1,69213F-HRTimeline
Dentgroup LLC106,782$5.16M3.87%+31,90513F-HRTimeline
Steward Partners Investment Advisory, L…105,973$5.12M0.05%-11,11813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…105,779$5.11M0.02%+52,11113F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding100,485$4.86M+24,856Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC99,898$4.83M<0.01%new13F-HRTimelineGroup
Eldridge Investment Advisors, Inc.99,200$4.8M1.1%+3,15613F-HRTimeline
C M BIDWELL & ASSOCIATES LTD96,904$4.69M2.82%+90613F-HRTimeline
MATHER GROUP, LLC.94,928$4.59M0.05%+1,66413F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC95,023$4.54M0.1%013F-HRTimelineGroup
NATIXIS ADVISORS, LLCin group Natixis Investment Managers93,879$4.54M0.01%+10,38513F-HRTimelineGroup
Lutz Financial Services LLC91,020$4.4M0.36%+31813F-HRTimeline
BCGM Wealth Management, LLC87,012$4.21M1.29%+3,15013F-HRTimeline
Cannon Financial Strategists, Inc.83,803$4.05M0.7%+15213F-HRTimeline
AtlasMark Financial, Inc82,383$3.98M3.69%+3,46713F-HRTimeline
Fiduciary Group, LLC82,262$3.98M0.4%-3,71113F-HRTimeline
TD Capital Management LLC81,048$3.92M0.4%-1,52813F-HRTimeline
Rooted Wealth Advisors, Inc.78,356$3.79M1.63%+6,72713F-HRTimeline
PEOPLES BANK /OH77,110$3.73M2.45%-72213F-HRTimeline
Summit Wealth Partners, LLC76,162$3.68M0.75%-70513F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding75,553$3.65M+2,284Timeline
Legacy Private Trust Co.75,126$3.63M0.25%013F-HRTimeline
Allworth Financial LP68,131$3.29M0.02%+77713F-HRTimeline
Baker Avenue Asset Management, LP65,714$3.18M0.1%+49213F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.64,711$3.13M0.03%+2,61313F-HRTimelineGroup
McClarren Financial Advisors, Inc.62,814$3.09M2.04%+4,45913F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…63,694$3.08M0.01%+3,15313F-HRTimeline
OneDigital Investment Advisors LLC61,941$2.99M0.04%-7,33413F-HRTimeline
SEEDS INVESTOR LLC61,785$2.99M0.84%+97613F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…61,770$2.99M<0.01%-13,91413F-HRTimelineGroup
Goldstone Financial Group, LLC61,294$2.96M0.45%+2,34313F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …60,934$2.95M0.04%+33,44713F-HRTimelineGroup
PLANWISER FINANCIAL, LLC56,248$2.72M2.46%13F-HRTimeline
Private Advisor Group, LLC55,861$2.7M0.02%-1,33813F-HRTimeline
Turn8 Private Wealth Inc.55,496$2.69M2.1%+7,70113F-HRTimeline
Samalin Investment Counsel, LLC54,944$2.66M1.08%-1,38013F-HRTimeline
Smithfield Trust Co54,327$2.63M0.13%013F-HRTimeline
eCIO, Inc.53,416$2.58M0.86%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,913$2.51M0.01%+3,73213F-HRTimeline
NewEdge Advisors, LLC50,967$2.46M0.01%+12,32613F-HRTimeline
Sound View Wealth Advisors Group, LLC50,737$2.45M0.2%-3,70413F-HRTimeline
Investment Advisory Group, LLC50,286$2.43M0.81%+1,11013F-HRTimeline
Wealth Dimensions Group, Ltd.49,899$2.41M0.58%+2,31313F-HRTimeline
Joseph Group Capital Management49,376$2.39M0.91%-94213F-HRTimeline
Valmark Advisers, Inc.47,352$2.29M0.03%+59813F-HRTimeline
McKinley Carter Wealth Services, Inc.47,269$2.29M0.14%-165,52813F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV47,033$2.27M0.07%+18,96713F-HR/ATimeline
GREENBERG FINANCIAL GROUP46,848$2.27M0.95%13F-HRTimeline
CITY HOLDING CO45,486$2.2M0.31%+3,16613F-HRTimeline
Eaton Financial Holdings Company, LLC44,255$2.14M0.89%+5,33713F-HRTimeline
LJI Wealth Management, LLC43,673$2.11M0.42%-2,43613F-HRTimeline
PDS Planning, Inc43,169$2.09M0.18%-32013F-HRTimeline
Richard W. Paul & Associates, LLC42,060$2.03M0.8%+2,61613F-HRTimeline
Stone House Investment Management, LLC41,321$2M0.4%+6,43513F-HRTimeline
Rockbridge Investment Management, LCC40,644$1.97M0.23%-1,86513F-HRTimeline
Keystone Financial Group, Inc.40,248$1.94M1.37%+33,89813F-HRTimeline
Prospera Financial Services Inc38,881$1.88M0.04%-8,71113F-HRTimeline
MKT Advisors LLC39,053$1.88M0.88%+5,18913F-HRTimeline
Columbus Macro, LLC38,483$1.86M0.25%+68713F-HRTimeline
Horizon Family Wealth, Inc.38,014$1.84M1.23%-3313F-HRTimeline
Betterment LLC37,372$1.81M<0.01%-2,40713F-HRTimeline
Charter Oak Capital Management, LLC37,142$1.8M0.16%-2,82213F-HRTimeline
TrueWealth Financial Partners36,287$1.75M1.06%-5,58213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC34,762$1.68M<0.01%new13F-HR/ATimelineGroup
Wealthspire Advisors, LLC33,941$1.64M0.01%-3,15213F-HRTimeline
CW Advisors, LLC33,370$1.61M0.02%new13F-HRTimeline
J.W. COLE ADVISORS, INC.32,905$1.59M0.05%+2,51713F-HRTimeline
Merit Financial Group, LLC32,903$1.59M0.02%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC32,401$1.57M0.13%+1513F-HRTimeline
FC Advisory LLC32,305$1.56M0.53%+1,01913F-HRTimeline
Rialto Wealth Management, LLC32,003$1.55M0.49%-64713F-HRTimeline
RIK SAYLOR FINANCIAL, INC.31,981$1.55M1.36%-53413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.30,144$1.46M<0.01%-99613F-HRTimelineGroup
Eukles Asset Management30,010$1.45M0.64%-84013F-HRTimeline
1832 Asset Management L.P.29,935$1.45M<0.01%+21,47913F-HRTimeline
Vantage Financial Partners, LLC28,475$1.38M0.34%-1,04513F-HRTimeline
First PREMIER Bank28,423$1.37M0.35%+76013F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.28,419$1.37M1.07%013F-HRTimeline
Darden Wealth Group Inc27,491$1.33M1.03%-30813F-HRTimeline
NWAM LLC27,061$1.31M0.11%+20613F-HRTimeline
Bellwether Advisors, LLC26,982$1.3M0.27%+13813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding26,797$1.3M-3,943Timeline
HILL ISLAND FINANCIAL LLC26,673$1.29M0.38%-4,13913F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.25,894$1.25M1.24%013F-HRTimeline
Rather & Kittrell, Inc.25,872$1.25M0.27%+6513F-HRTimeline
HARBOUR INVESTMENTS, INC.25,588$1.24M0.04%-3,82013F-HRTimeline
HHM Wealth Advisors, LLC24,636$1.19M0.16%-7,90313F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT24,450$1.18M0.15%+3,46013F-HRTimeline
Per Stirling Capital Management, LLC.23,658$1.14M0.16%013F-HRTimeline
OARSMAN CAPITAL, INC.23,466$1.13M0.2%-9,96213F-HRTimeline
Mutual Advisors, LLC22,710$1.1M0.03%-12413F-HRTimeline
Ironwood Investment Counsel, LLC22,647$1.1M0.19%-10,26313F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding22,602$1.09M-1,138Timeline
Advisory Services Network, LLC22,094$1.07M0.02%+34213F-HRTimeline
CHOREO, LLC21,683$1.05M0.02%+6,05513F-HRTimeline
VICUS CAPITAL21,570$1.04M0.1%-29613F-HRTimeline
Aptus Capital Advisors, LLC21,145$1.02M0.01%-1,52813F-HRTimeline
Center for Financial Planning, Inc.20,845$1.01M0.13%new13F-HRTimeline
Quad-Cities Investment Group, LLC20,359$984K0.49%+1,07613F-HRTimeline
Level Wealth Management LLC20,170$975K0.64%-3,08713F-HRTimeline
Sunburst Financial Group, LLC20,044$969K0.24%-1,52813F-HRTimeline
HEADINVEST, LLC19,847$960K0.19%013F-HRTimeline
Western Wealth Management, LLC19,775$956K0.06%-2413F-HRTimeline
Commonwealth Financial Services, LLC19,506$943K0.19%+1,76613F-HRTimeline
FLOW TRADERS U.S. LLC19,050$921K0.04%new13F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,863$912K<0.01%-10,11513F-HRTimelineGroup
Cable Hill Partners, LLC18,701$909K0.09%+2,16513F-HRTimeline
Michael A. Dubis Financial Planning, LLC18,245$882K0.86%-17013F-HRTimeline
ABLE Financial Group, LLC17,972$869K0.24%-113F-HRTimeline
Main Street Research LLC17,280$835K0.05%new13F-HRTimeline
Janney Montgomery Scott LLC17,105$827K<0.01%-1,61813F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC16,881$816K0.1%013F-HRTimeline
Berger Financial Group, Inc16,675$806K0.06%-2,32913F-HRTimeline
Delta Financial Group, Inc.16,685$804K0.18%-3,64413F-HRTimeline
TD Waterhouse Canada Inc.16,609$801K0.01%+5,14613F-HRTimeline
Pine Haven Investment Counsel, Inc16,185$783K0.66%+1,35013F-HRTimeline
Wealthfront Advisers LLC15,853$766K<0.01%-13713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,765$762K<0.01%-11,84513F-HRTimelineGroup
Integrated Wealth Concepts LLC15,469$748K0.01%-1,58313F-HRTimeline
Diversified Portfolios, Inc.15,151$733K0.08%+52413F-HRTimeline
Donor Advised Charitable Giving, Inc.15,083$729K0.02%+7,25813F-HRTimeline
AlphaCore Capital LLC15,075$729K0.06%new13F-HRTimeline