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Disclosery

ISTB ISHARES TR

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CORE 1 5 YR USD (fund)

380 managers (385 13F filers) reported a position in ISTB shares at 2025-06-30, 62,094,914 shares in all. 24 filers opened a position and 25 filers sold out during the quarter.

Managers
380
13F filers
385
New
24
Added
164
Reduced
126
Sold out
25
Shares held by filers
62,094,914

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Acorns Advisers, LLC10,198,998$496M4.26%-723,89513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.7,012,213$341M0.01%+1,504,12513F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD5,128,625$250M0.61%+82,70013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,400,472$117M0.02%-584,28913F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC1,995,387$97.1M0.03%-1,47513F-HRTimelineGroup
TRUST POINT INC.1,688,601$82.2M7.75%-128,96213F-HRTimeline
SPINNAKER TRUST1,338,348$65.1M3.92%-39,98213F-HRTimeline
Mariner, LLCin group Mariner, LLC1,156,571$56.3M0.08%+22,63713F-HRTimelineGroup
Townsend & Associates, Inc1,110,526$53.9M5.34%+17,37813F-HRTimeline
LPL Financial LLC1,024,472$49.8M0.02%+352,55613F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP983,656$47.8M0.04%+154,08513F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.951,285$46.3M3.6%-14,47413F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO930,891$45.3M<0.01%+181,52413F-HRTimelineGroup
UBS Group AGin group UBS Group AG868,838$42.3M0.01%-24,75413F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/764,741$37.2M<0.01%+63,86713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY729,001$35.5M<0.01%+74,03813F-HRTimelineGroup
MBL Wealth, LLC710,403$34.6M3.31%-5,55613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN626,164$30.5M0.01%+67,77813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding578,870$28.2M-2,549Timeline
Destination Wealth Management565,858$27.5M0.81%+10,77113F-HRTimeline
CIM, LLC563,058$27.4M3.69%+12,71413F-HRTimeline
FPC INVESTMENT ADVISORY, INC.545,274$26.5M16.55%+39,83513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA522,230$25.4M<0.01%-329,79113F-HR/ATimelineGroup
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC513,291$25M0.01%+192,41813F-HRTimelineGroup
Courage Miller Partners, LLC509,792$24.8M7.86%-10,40313F-HRTimeline
Geneos Wealth Management Inc.502,761$24.5M0.6%-480,30213F-HRTimeline
PITTENGER & ANDERSON INC485,522$23.6M0.86%+10,83013F-HRTimeline
Koss-Olinger Consulting, LLC468,079$22.8M1.87%-24,26713F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.409,777$19.9M0.9%+68,16913F-HRTimelineGroup
RENAISSANCE TECHNOLOGIES LLC406,500$19.8M0.03%-121,90013F-HRTimeline
Apella Capital, LLC390,604$18.9M0.51%+149,94813F-HRTimeline
Opal Wealth Advisors, LLC382,554$18.6M5.16%+13,89413F-HRTimeline
Beacon Pointe Advisors, LLC375,644$18.3M0.19%+12,72013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…362,911$17.6M2.61%-1,88513F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.332,078$16.2M5.52%+20,14913F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC298,413$14.5M2.52%-22,31313F-HRTimeline
Argent Advisors, Inc.296,781$14.4M4.46%-2,79313F-HRTimeline
DORVAL Corp289,020$14.1M5.03%+8,25313F-HRTimeline
Omega Financial Group, LLC273,767$13.3M4.8%+3,74813F-HRTimeline
Independence Financial Advisors, LLC271,837$13.2M5.14%+3,03213F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp268,229$13M<0.01%+31,42913F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC266,685$13M<0.01%+101,56713F-HRTimelineGroup
Alexander Randolph Advisory, Inc.250,491$12.2M10.92%+40,84313F-HRTimeline
Lineweaver Wealth Advisors, LLC249,026$12.1M1.91%+47,42613F-HRTimeline
IRON Financial LLC221,121$10.8M5.69%+1,93313F-HRTimeline
Abundance Wealth Counselors218,284$10.6M1.99%-12,06313F-HRTimeline
Creative Planningin group Creative Planning214,769$10.4M0.01%-19,83413F-HRTimelineGroup
Lakeridge Wealth Management LLC210,089$10.2M4.7%+4,02213F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC195,809$9.53M0.01%+95,91113F-HRTimelineGroup
Orion Porfolio Solutions, LLC194,672$9.47M0.08%-11,47313F-HR/ATimeline
COMMONWEALTH EQUITY SERVICES, LLC193,801$9.43M0.01%-2,85013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC189,072$9.2M0.67%-6,64413F-HRTimeline
Buttonwood Financial Advisors Inc.187,435$9.12M3.66%+1,99913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.186,747$9.09M0.02%+18,29813F-HR/ATimelineGroup
FIDUCIARY ADVISORS, INC.185,273$9.01M7.93%+10,55313F-HRTimeline
Wescott Financial Advisory Group, LLC182,860$8.9M0.85%+2,31013F-HRTimeline
Fonville Wealth Management LLC169,162$8.23M2.08%+6,39113F-HRTimeline
MML INVESTORS SERVICES, LLC168,694$8.21M0.02%+29,68313F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.167,204$8.13M3.23%-3,71013F-HRTimeline
CGN Advisors LLC165,636$8.06M0.72%-33,06613F-HRTimeline
Cambridge Investment Research Advisors,…158,312$7.7M0.02%+1,93213F-HRTimeline
Cranbrook Wealth Management, LLC154,557$7.52M1.6%-7,64113F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.152,644$7.43M2.91%+144,82013F-HRTimeline
Factor Wealth Management LTD149,720$7.28M1.99%+7,33813F-HRTimeline
Hoxton Planning & Management, LLC149,663$7.28M2.52%-1213F-HRTimeline
KFA Private Wealth Group, LLC148,933$7.25M2.25%+8,46013F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV142,614$6.94M3.61%+4,61013F-HRTimeline
Gilbert Capital Group, Inc.138,721$6.75M5.59%13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.137,067$6.67M1.04%-6,83813F-HR/ATimeline
Cetera Investment Advisers135,754$6.6M0.01%-2,14313F-HRTimeline
JGP Wealth Management, LLC134,602$6.55M0.79%+3,58713F-HRTimeline
Baker Ellis Asset Management LLC130,600$6.35M0.87%+4,90013F-HRTimeline
Providence First Trust Co130,588$6.35M2.24%+2,00013F-HRTimeline
Brio Consultants, LLC129,174$6.28M0.92%-1,93713F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…128,699$6.26M0.01%013F-HRTimelineGroup
Values First Advisors, Inc.127,765$6.22M3.39%-1,63713F-HRTimeline
Onyx Bridge Wealth Group LLC127,451$6.2M0.82%+122,43313F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…114,721$5.58M0.02%+8,94213F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC115,079$5.57M4.69%-6,33513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC114,070$5.55M0.1%+19,04713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC110,649$5.38M0.01%+75,88713F-HRTimelineGroup
HighTower Advisors, LLC108,287$5.27M0.01%-14,38413F-HRTimeline
Steward Partners Investment Advisory, L…108,237$5.27M0.04%+2,26413F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers107,946$5.25M0.01%+14,06713F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC105,976$5.16M2.21%-4,23713F-HRTimeline
Estate Counselors, LLC104,630$5.09M0.5%new13F-HRTimeline
Dentgroup LLC103,473$5.03M3.49%-3,30913F-HRTimeline
AtlasMark Financial, Inc102,290$4.98M3.79%+19,90713F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding100,531$4.89M+46Timeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/99,409$4.84M<0.01%-107,25913F-HRTimelineGroup
Equitable Holdings, Inc.in group Equitable Holdings, Inc.99,069$4.82M0.04%+34,35813F-HRTimelineGroup
Eldridge Investment Advisors, Inc.99,229$4.81M1.01%+2913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD97,808$4.76M2.47%+90413F-HRTimeline
Lutz Financial Services LLC90,552$4.41M0.34%-46813F-HRTimeline
BCGM Wealth Management, LLC88,644$4.31M1.22%+1,63213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding87,657$4.26M+12,104Timeline
Cannon Financial Strategists, Inc.83,803$4.08M0.64%013F-HRTimeline
Rooted Wealth Advisors, Inc.83,935$4.06M1.4%+5,57913F-HRTimeline
MATHER GROUP, LLC.83,246$4.05M0.04%-11,68213F-HRTimeline
PEOPLES BANK /OH78,492$3.82M2.36%+1,38213F-HRTimeline
Fiduciary Group, LLC78,377$3.81M0.36%-3,88513F-HRTimeline
TD Capital Management LLC78,207$3.8M0.36%-2,84113F-HRTimeline
Summit Wealth Partners, LLC73,974$3.6M0.69%-2,18813F-HRTimeline
SEEDS INVESTOR LLC72,102$3.51M0.82%+10,31713F-HRTimeline
Allworth Financial LP68,331$3.32M0.02%+20013F-HRTimeline
Baker Avenue Asset Management, LP65,714$3.2M0.09%013F-HRTimeline
McClarren Financial Advisors, Inc.61,790$3.01M1.96%-1,02413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,607$2.93M<0.01%-3,08713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …58,273$2.83M0.04%-2,66113F-HRTimelineGroup
Turn8 Private Wealth Inc.58,026$2.82M2.04%+2,53013F-HRTimeline
OneDigital Investment Advisors LLC58,007$2.82M0.03%-3,93413F-HRTimeline
NewEdge Advisors, LLC57,776$2.81M0.01%+6,80913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…56,325$2.74M<0.01%-5,44513F-HRTimelineGroup
Samalin Investment Counsel, LLC55,239$2.69M1.03%+29513F-HRTimeline
Smithfield Trust Co54,327$2.64M0.12%013F-HRTimeline
Private Advisor Group, LLC54,038$2.63M0.01%-1,82313F-HRTimeline
eCIO, Inc.53,961$2.63M1.11%+54513F-HRTimeline
Investment Advisory Group, LLC51,602$2.51M0.76%+1,31613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV51,387$2.5M0.01%-52613F-HRTimeline
Wealth Dimensions Group, Ltd.50,840$2.47M0.55%+94113F-HRTimeline
Sound View Wealth Advisors Group, LLC50,322$2.45M0.18%-41513F-HRTimeline
GREENBERG FINANCIAL GROUP49,069$2.37M0.89%+2,22113F-HRTimeline
CITY HOLDING CO47,928$2.33M0.31%+2,44213F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV47,033$2.29M0.05%013F-HR/ATimeline
Valmark Advisers, Inc.46,901$2.28M0.03%-45113F-HRTimeline
Keystone Financial Group, Inc.44,739$2.17M1.38%+4,49113F-HRTimeline
Washington Trust Bank43,684$2.13M0.18%+28,98713F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PDS Planning, Inc43,627$2.12M0.16%+45813F-HRTimeline
Goldstone Financial Group, LLC43,545$2.11M0.28%-17,74913F-HRTimeline
Joseph Group Capital Management43,232$2.1M0.71%-6,14413F-HR/ATimeline
Stone House Investment Management, LLC42,598$2.07M0.38%+1,27713F-HRTimeline
Richard W. Paul & Associates, LLC41,452$2.02M0.73%-60813F-HRTimeline
Betterment LLC39,922$1.94M<0.01%+2,55013F-HRTimeline
Prospera Financial Services Inc39,910$1.94M0.04%+1,02913F-HRTimeline
Park Place Capital Corp39,970$1.94M0.44%new13F-HRTimeline
Rockbridge Investment Management, LCC39,695$1.93M0.21%-94913F-HRTimeline
MKT Advisors LLC37,719$1.83M0.72%-1,33413F-HRTimeline
Horizon Family Wealth, Inc.37,499$1.82M1.11%-51513F-HRTimeline
J.W. COLE ADVISORS, INC.37,471$1.82M0.04%+4,56613F-HRTimeline
Charter Oak Capital Management, LLC37,200$1.81M0.15%+5813F-HRTimeline
Wealthspire Advisors, LLC35,361$1.72M0.01%+1,42013F-HRTimeline
Merit Financial Group, LLC33,541$1.63M0.02%+63813F-HRTimeline
FC Advisory LLC32,778$1.59M0.49%+47313F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC32,424$1.58M0.12%+2313F-HRTimeline
CW Advisors, LLC32,406$1.58M0.02%-96413F-HRTimeline
Rialto Wealth Management, LLC31,870$1.55M0.43%-13313F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.31,534$1.53M1.08%+3,11513F-HRTimeline
1832 Asset Management L.P.31,184$1.52M<0.01%+1,24913F-HRTimeline
Columbus Macro, LLC30,692$1.49M0.18%-7,79113F-HRTimeline
McKinley Carter Wealth Services, Inc.30,133$1.47M0.08%-17,13613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.30,055$1.46M1.13%-1,92613F-HRTimeline
Eukles Asset Management29,376$1.43M0.58%-63413F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,718$1.4M<0.01%-1,42613F-HRTimelineGroup
Vantage Financial Partners, LLC27,765$1.35M0.31%-71013F-HRTimeline
First PREMIER Bank27,736$1.35M0.33%-68713F-HRTimeline
Bellwether Advisors, LLC27,643$1.34M0.23%+66113F-HRTimeline
Darden Wealth Group Inc27,443$1.34M0.81%-4813F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding27,438$1.33M+641Timeline
NWAM LLC27,245$1.32M0.08%+18413F-HR/ATimeline
SHEETS SMITH WEALTH MANAGEMENT27,010$1.31M0.15%+2,56013F-HRTimeline
Wealthfront Advisers LLC26,708$1.3M<0.01%+10,85513F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC26,251$1.28M0.02%+20,06813F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.25,837$1.26M1.21%-5713F-HRTimeline
Composition Wealth, LLC24,798$1.21M0.02%+12,53513F-HRTimeline
Rather & Kittrell, Inc.24,315$1.18M0.23%-1,55713F-HRTimeline
HHM Wealth Advisors, LLC24,216$1.18M0.14%-42013F-HRTimeline
HILL ISLAND FINANCIAL LLC24,020$1.17M0.33%-2,65313F-HRTimeline
Per Stirling Capital Management, LLC.23,658$1.15M0.15%013F-HRTimeline
HARBOUR INVESTMENTS, INC.22,955$1.12M0.03%-2,63313F-HRTimeline
Mutual Advisors, LLC22,707$1.1M0.03%-313F-HRTimeline
CHOREO, LLC22,461$1.09M0.02%+77813F-HRTimeline
Advisory Services Network, LLC22,457$1.09M0.02%+36313F-HRTimeline
LJI Wealth Management, LLC22,343$1.09M0.19%-21,33013F-HRTimeline
VICUS CAPITAL22,273$1.08M0.09%+70313F-HRTimeline
OARSMAN CAPITAL, INC.21,261$1.03M0.16%-2,20513F-HRTimeline
Aptus Capital Advisors, LLC21,183$1.03M0.01%+3813F-HRTimeline
Center for Financial Planning, Inc.20,845$1.01M0.12%013F-HRTimeline
Ironwood Investment Counsel, LLC20,709$1.01M0.16%-1,93813F-HRTimeline
Quad-Cities Investment Group, LLC20,088$977K0.44%-27113F-HRTimeline
Sunburst Financial Group, LLC20,082$977K0.22%+3813F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding19,898$968K-2,704Timeline
HEADINVEST, LLC19,847$966K0.21%013F-HRTimeline
Western Wealth Management, LLC19,681$957K0.06%-9413F-HRTimeline
TFC Financial Management, Inc.19,350$941K0.13%new13F-HRTimeline
Commonwealth Financial Services, LLC19,057$927K0.18%-44913F-HRTimeline
Main Street Research LLC18,966$923K0.06%+1,68613F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP18,373$894K<0.01%+2,60813F-HRTimelineGroup
Crestwood Advisors Group, LLC18,152$883K0.02%+6,27613F-HRTimeline
ABLE Financial Group, LLC17,972$874K0.21%013F-HRTimeline
&PARTNERS17,629$858K0.01%+6,79613F-HRTimeline
Janney Montgomery Scott LLC17,540$853K<0.01%+43513F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC16,945$824K0.1%+6413F-HRTimeline
TD Waterhouse Canada Inc.16,929$820K0.01%+32013F-HRTimeline
Berger Financial Group, Inc16,689$812K0.05%+1413F-HRTimeline
Pine Haven Investment Counsel, Inc16,485$802K0.63%+30013F-HRTimeline
Eaton Financial Holdings Company, LLC15,865$772K0.24%-28,39013F-HRTimeline
TrueWealth Financial Partners15,806$769K0.42%-20,48113F-HRTimeline
Integrated Wealth Concepts LLC15,586$758K0.01%+11713F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,218$740K<0.01%+4,19313F-HRTimelineGroup
Donor Advised Charitable Giving, Inc.15,083$734K0.02%013F-HRTimeline