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Disclosery

ISTB ISHARES TR

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CORE 1 5 YR USD (fund)

375 managers (380 13F filers) reported a position in ISTB shares at 2025-09-30, 63,375,975 shares in all. 25 filers opened a position and 27 filers sold out during the quarter.

Managers
375
13F filers
380
New
25
Added
164
Reduced
123
Sold out
27
Shares held by filers
63,375,975

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC10,992,587$537M4.22%+793,58913F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.6,526,703$319M0.01%-485,51013F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD5,241,225$256M0.59%+112,60013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,368,074$116M0.02%-32,39813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,113,364$103M0.03%+117,97713F-HRTimelineGroup
TRUST POINT INC.1,723,373$84.2M6.8%+34,77213F-HRTimeline
SPINNAKER TRUST1,345,877$65.7M3.65%+7,52913F-HRTimeline
Mariner, LLCin group Mariner, LLC1,248,030$61M0.08%+91,45913F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,176,780$57.4M0.04%+193,12413F-HRTimelineGroup
Townsend & Associates, Inc1,149,069$56.2M5.33%+38,54313F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.997,635$48.7M3.53%+46,35013F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/938,044$45.8M<0.01%+173,30313F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG864,294$42.2M0.01%-4,54413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO859,883$42M<0.01%-71,00813F-HR/ATimelineGroup
LPL Financial LLC822,849$40.2M0.01%-201,62313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY793,785$38.8M<0.01%+64,78413F-HR/ATimelineGroup
MBL Wealth, LLC746,513$36.5M3.19%+36,11013F-HRTimeline
Apella Capital, LLC707,670$34.6M0.77%+317,06613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN648,511$31.7M0.01%+22,34713F-HRTimelineGroup
Destination Wealth Management580,194$28.3M0.78%+14,33613F-HRTimeline
FPC INVESTMENT ADVISORY, INC.563,731$27.5M16.52%+18,45713F-HRTimeline
Courage Miller Partners, LLC550,008$26.9M8.05%+40,21613F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding543,186$26.5M-35,684Timeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA535,340$26.1M<0.01%+13,11013F-HRTimelineGroup
CIM, LLC532,918$26M3.4%-30,14013F-HRTimeline
PITTENGER & ANDERSON INC530,332$25.9M0.95%+44,81013F-HRTimeline
Geneos Wealth Management Inc.513,036$25.1M0.64%+10,27513F-HRTimeline
Koss-Olinger Consulting, LLC466,169$22.7M1.87%-1,91013F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.460,948$22.5M0.84%+51,17113F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC460,167$22.5M<0.01%+193,48213F-HRTimelineGroup
BARTLETT & CO. WEALTH MANAGEMENT LLC421,596$20.6M0.27%new13F-HRTimeline
Beacon Pointe Advisors, LLC411,167$20.1M0.17%+35,52313F-HRTimeline
Opal Wealth Advisors, LLC390,344$19.1M5.31%+7,79013F-HRTimeline
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…386,857$18.9M2.62%+23,94613F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC359,882$17.6M<0.01%-153,40913F-HRTimelineGroup
IRON Financial LLC346,166$16.9M8.1%+125,04513F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.344,379$16.8M5.44%+12,30113F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp319,973$15.6M<0.01%+51,74413F-HRTimelineGroup
DORVAL Corp304,234$14.9M4.92%+15,21413F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC294,464$14.4M2.38%-3,94913F-HRTimeline
Omega Financial Group, LLC286,277$14M4.7%+12,51013F-HRTimeline
Alexander Randolph Advisory, Inc.284,969$13.9M11.47%+34,47813F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC273,100$13.3M0.02%-133,40013F-HRTimeline
Orion Porfolio Solutions, LLC265,681$13M0.1%+71,00913F-HRTimeline
Buttonwood Financial Advisors Inc.262,762$12.8M4.42%+75,32713F-HRTimeline
Abundance Wealth Counselors238,108$11.6M1.99%+19,82413F-HRTimeline
Lakeridge Wealth Management LLC210,446$10.3M4.57%+35713F-HRTimeline
Fonville Wealth Management LLC200,407$9.79M2.2%+31,24513F-HRTimeline
FIDUCIARY ADVISORS, INC.198,543$9.7M7.83%+13,27013F-HRTimeline
Wescott Financial Advisory Group, LLC197,582$9.65M0.87%+14,72213F-HRTimeline
Creative Planningin group Creative Planning194,351$9.49M0.01%-20,41813F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC188,123$9.19M0.01%-5,67813F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding182,620$8.9M+82,089Timeline
PHILLIPS FINANCIAL MANAGEMENT, LLC180,454$8.81M0.58%-8,61813F-HRTimeline
CGN Advisors LLC179,421$8.76M0.72%+13,78513F-HRTimeline
Cetera Investment Advisers178,412$8.71M0.01%+42,65813F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.177,162$8.65M0.01%-9,58513F-HRTimelineGroup
MML INVESTORS SERVICES, LLC176,684$8.63M0.02%+7,99013F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.176,492$8.62M3.11%+9,28813F-HRTimeline
Factor Wealth Management LTD171,658$8.38M2.1%+21,93813F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.169,684$8.29M2.97%+17,04013F-HRTimeline
Independence Financial Advisors, LLC151,705$7.41M2.26%-120,13213F-HRTimeline
Cranbrook Wealth Management, LLC151,098$7.38M1.48%-3,45913F-HRTimeline
Gilbert Capital Group, Inc.141,913$6.93M5.36%+3,19213F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…137,936$6.74M0.02%+23,21513F-HRTimelineGroup
STERLING INVESTMENT ADVISORS LLC /ADV137,720$6.73M3.33%-4,89413F-HRTimeline
Cambridge Investment Research Advisors,…136,617$6.67M0.02%-21,69513F-HRTimeline
KFA Private Wealth Group, LLC135,415$6.61M1.89%-13,51813F-HRTimeline
Baker Ellis Asset Management LLC134,630$6.58M0.81%+4,03013F-HRTimeline
JGP Wealth Management, LLC131,167$6.4M0.71%-3,43513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC130,631$6.38M0.11%+16,56113F-HRTimelineGroup
Providence First Trust Co130,588$6.38M2.21%013F-HRTimeline
Values First Advisors, Inc.130,514$6.37M3.41%+2,74913F-HRTimeline
Russell Investments Group, Ltd.in group Russell Investments Group, Lt…128,699$6.29M0.01%013F-HRTimelineGroup
Brio Consultants, LLC126,608$6.18M0.85%-2,56613F-HRTimeline
COREPATH WEALTH PARTNERS LLC121,926$5.94M4.31%+6,84713F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.118,522$5.79M0.85%-18,54513F-HR/ATimeline
Crestwood Advisors Group, LLC116,824$5.71M0.1%+98,67213F-HRTimeline
HighTower Advisors, LLC115,955$5.66M0.01%+7,66813F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers111,529$5.45M0.01%+3,58313F-HRTimelineGroup
Steward Partners Investment Advisory, L…107,218$5.24M0.03%-1,01913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.105,899$5.17M0.04%+6,83013F-HRTimelineGroup
BLUESTEM FINANCIAL ADVISORS, LLC105,356$5.15M2.01%-62013F-HRTimeline
Investment Research Partners LLC105,004$5.13M2.31%13F-HRTimeline
Hoxton Planning & Management, LLC104,151$5.09M1.64%-45,51213F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding101,122$4.94M+13,465Timeline
AtlasMark Financial, Inc100,877$4.93M3.29%-1,41313F-HRTimeline
C M BIDWELL & ASSOCIATES LTD98,748$4.82M2.32%+94013F-HRTimeline
Rooted Wealth Advisors, Inc.92,589$4.51M1.38%+8,65413F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/91,894$4.49M<0.01%-7,51513F-HRTimelineGroup
Lutz Financial Services LLC91,801$4.48M0.32%+1,24913F-HRTimeline
Cannon Financial Strategists, Inc.83,659$4.09M0.58%-14413F-HRTimeline
MATHER GROUP, LLC.79,676$3.89M0.04%-3,57013F-HRTimeline
SEEDS INVESTOR LLC79,333$3.87M0.82%+7,23113F-HRTimeline
PEOPLES BANK /OH77,368$3.78M2.32%-1,12413F-HRTimeline
Fiduciary Group, LLC76,731$3.75M0.33%-1,64613F-HRTimeline
Summit Wealth Partners, LLC74,312$3.63M0.66%+33813F-HRTimeline
TD Capital Management LLC74,180$3.62M0.33%-4,02713F-HRTimeline
Arete Wealth Advisors, LLC71,521$3.49M0.22%+57,97513F-HRTimeline
INVESTED ADVISORS71,730$3.43M4.99%13F-HRTimeline
Allworth Financial LP68,612$3.35M0.01%+28113F-HRTimeline
Argent Advisors, Inc.66,632$3.25M0.96%-230,14913F-HRTimeline
Baker Avenue Asset Management, LP65,714$3.21M0.08%013F-HRTimeline
McClarren Financial Advisors, Inc.63,376$3.18M1.95%+1,58613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…60,879$2.97M<0.01%+27213F-HRTimeline
BCM ADVISORS, LLC59,555$2.92M0.59%new13F-HRTimeline
Samalin Investment Counsel, LLC59,061$2.88M0.99%+3,82213F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC58,393$2.85M0.04%+32,14213F-HRTimeline
OneDigital Investment Advisors LLC58,081$2.84M0.03%+7413F-HRTimeline
Investment Advisory Group, LLC57,864$2.83M0.77%+6,26213F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …57,551$2.81M0.03%-72213F-HRTimelineGroup
Dentgroup LLC56,458$2.76M1.78%-47,01513F-HRTimeline
eCIO, Inc.55,370$2.7M1.01%+1,40913F-HRTimeline
Turn8 Private Wealth Inc.54,835$2.68M1.92%-3,19113F-HRTimeline
Smithfield Trust Co54,327$2.65M0.12%013F-HRTimeline
NewEdge Advisors, LLC53,878$2.63M0.01%-3,89813F-HRTimeline
Park Place Capital Corp52,509$2.56M0.54%+12,53913F-HRTimeline
CITY HOLDING CO52,336$2.56M0.32%+4,40813F-HRTimeline
Greykasell Wealth Strategies, Inc.52,324$2.56M1.08%+40,25913F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…52,077$2.54M<0.01%-4,24813F-HRTimelineGroup
Wealth Dimensions Group, Ltd.50,492$2.47M0.51%-34813F-HRTimeline
BCGM Wealth Management, LLC50,232$2.45M0.64%-38,41213F-HRTimeline
Lineweaver Wealth Advisors, LLC47,715$2.33M0.34%-201,31113F-HRTimeline
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV47,033$2.3M0.04%013F-HR/ATimeline
Valmark Advisers, Inc.46,851$2.29M0.03%-5013F-HRTimeline
Sound View Wealth Advisors Group, LLC45,044$2.2M0.15%-5,27813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV44,245$2.16M<0.01%-7,14213F-HRTimeline
Stone House Investment Management, LLC44,172$2.16M0.36%+1,57413F-HRTimeline
PDS Planning, Inc43,741$2.14M0.15%+11413F-HRTimeline
Prospera Financial Services Inc43,108$2.11M0.04%+3,19813F-HRTimeline
Richard W. Paul & Associates, LLC41,624$2.03M0.69%+17213F-HRTimeline
Rockbridge Investment Management, LCC40,091$1.96M0.19%+39613F-HRTimeline
Betterment LLC39,525$1.93M<0.01%-39713F-HRTimeline
Horizon Family Wealth, Inc.38,239$1.87M1.07%+74013F-HRTimeline
Goldstone Financial Group, LLC38,082$1.86M0.22%-5,46313F-HRTimeline
MKT Advisors LLC38,014$1.85M0.69%+29513F-HRTimeline
Joseph Group Capital Management37,480$1.83M0.52%-5,75213F-HRTimeline
Charter Oak Capital Management, LLC37,265$1.82M0.14%+6513F-HRTimeline
J.W. COLE ADVISORS, INC.36,602$1.79M0.03%-86913F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC34,086$1.66M0.11%+1,66213F-HRTimeline
FC Advisory LLC33,255$1.62M0.48%+47713F-HRTimeline
Wealthspire Advisors, LLC32,972$1.61M0.01%-2,38913F-HRTimeline
Merit Financial Group, LLC32,401$1.58M0.01%-1,14013F-HR/ATimeline
1832 Asset Management L.P.31,948$1.56M<0.01%+76413F-HRTimeline
Eukles Asset Management31,698$1.55M0.6%+2,32213F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.31,534$1.54M0.96%013F-HRTimeline
Washington Trust Bank29,404$1.44M0.11%-14,28013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
First PREMIER Bank29,276$1.43M0.32%+1,54013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,253$1.38M<0.01%-46513F-HRTimelineGroup
Bellwether Advisors, LLC28,205$1.38M0.23%+56213F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT28,010$1.37M0.15%+1,00013F-HRTimeline
NWAM LLC27,841$1.36M0.07%+59613F-HR/ATimeline
RIK SAYLOR FINANCIAL, INC.27,749$1.36M0.99%-2,30613F-HRTimeline
Darden Wealth Group Inc27,203$1.33M0.69%-24013F-HRTimeline
Columbus Macro, LLC26,812$1.31M0.15%-3,88013F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding26,553$1.3M-885Timeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC26,152$1.28M<0.01%-169,65713F-HRTimelineGroup
McKinley Carter Wealth Services, Inc.26,064$1.27M0.07%-4,06913F-HRTimeline
Vantage Financial Partners, LLC25,884$1.26M0.27%-1,88113F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.25,691$1.25M1.13%-14613F-HRTimeline
Commonwealth Financial Services, LLC25,005$1.22M0.21%+5,94813F-HRTimeline
Composition Wealth, LLC23,961$1.17M0.02%-83713F-HRTimeline
Per Stirling Capital Management, LLC.23,498$1.15M0.14%-16013F-HRTimeline
HHM Wealth Advisors, LLC22,987$1.12M0.13%-1,22913F-HRTimeline
VICUS CAPITAL22,867$1.12M0.09%+59413F-HRTimeline
HILL ISLAND FINANCIAL LLC22,846$1.12M0.28%-1,17413F-HRTimeline
Advisory Services Network, LLC22,569$1.1M0.02%+11213F-HRTimeline
Private Advisor Group, LLC22,390$1.09M0.01%-31,64813F-HRTimeline
Janney Montgomery Scott LLC22,374$1.09M<0.01%+4,83413F-HRTimeline
LJI Wealth Management, LLC22,204$1.08M0.19%-13913F-HRTimeline
Keystone Financial Group, Inc.22,202$1.08M0.61%-22,53713F-HRTimeline
Main Street Research LLC21,228$1.04M0.06%+2,26213F-HRTimeline
Center for Financial Planning, Inc.20,845$1.02M0.11%013F-HRTimeline
Quad-Cities Investment Group, LLC20,748$1.01M0.43%+66013F-HRTimeline
Mutual Advisors, LLC20,450$1M0.02%-2,25713F-HRTimeline
HEADINVEST, LLC19,747$964K0.2%-10013F-HRTimeline
TFC Financial Management, Inc.19,350$945K0.12%013F-HRTimeline
HARBOUR INVESTMENTS, INC.19,188$937K0.02%-3,76713F-HRTimeline
Wealthfront Advisers LLC18,856$921K<0.01%-7,85213F-HRTimeline
Integrated Wealth Concepts LLC18,735$915K0.01%+3,14913F-HRTimeline
Level Wealth Management LLC18,672$912K0.48%+10,08113F-HRTimeline
ABLE Financial Group, LLC18,625$910K0.2%+65313F-HRTimeline
Ironwood Investment Counsel, LLC17,824$871K0.13%-2,88513F-HRTimeline
TD Waterhouse Canada Inc.17,647$860K0.01%+71813F-HRTimeline
Pine Haven Investment Counsel, Inc17,146$837K0.6%+66113F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC17,055$833K0.1%+11013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,886$825K<0.01%new13F-HRTimelineGroup
Rather & Kittrell, Inc.16,727$817K0.14%-7,58813F-HRTimeline
Aptus Capital Advisors, LLC16,650$813K0.01%-4,53313F-HRTimeline
Western Wealth Management, LLC16,454$804K0.04%-3,22713F-HRTimeline
Berger Financial Group, Inc16,407$801K0.05%-28213F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding16,367$799K-3,531Timeline
Eaton Financial Holdings Company, LLC16,198$791K0.22%+33313F-HRTimeline
MAI Capital Management16,122$787K<0.01%+2,22013F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP15,709$767K<0.01%-2,66413F-HRTimelineGroup
Sunburst Financial Group, LLC15,549$759K0.16%-4,53313F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…15,426$753K<0.01%+20813F-HRTimelineGroup
Global Retirement Partners, LLC15,301$747K0.02%+1,02713F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\14,960$731K<0.01%+49913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/14,674$716K<0.01%+57513F-HRTimelineGroup