Skip to content
Disclosery

ISTB ISHARES TR

Follow

CORE 1 5 YR USD (fund)

384 managers (389 13F filers) reported a position in ISTB shares at 2025-12-31, 67,555,602 shares in all. 24 filers opened a position and 29 filers sold out during the quarter.

Managers
384
13F filers
389
New
24
Added
172
Reduced
113
Sold out
29
Shares held by filers
67,555,602

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC11,554,781$563M4.23%+562,19413F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,529,715$270M<0.01%-996,98813F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD5,312,625$259M0.58%+71,40013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,345,177$114M0.02%-22,89713F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,223,386$108M0.03%+110,02213F-HRTimelineGroup
TRUST POINT INC.1,789,229$87.2M6.89%+65,85613F-HRTimeline
SHP Wealth Management1,449,607$70.7M5.5%13F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,430,514$69.7M0.04%+253,73413F-HRTimelineGroup
SPINNAKER TRUST1,384,279$67.5M3.61%+38,40213F-HRTimeline
Mariner, LLCin group Mariner, LLC1,284,486$62.6M0.07%+36,45613F-HRTimelineGroup
Townsend & Associates, Inc1,166,721$56.9M5.07%+17,65213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO1,071,154$52.2M<0.01%+211,27113F-HRTimelineGroup
CAHABA WEALTH MANAGEMENT, INC.1,064,566$51.9M3.61%+66,93113F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/997,601$48.6M<0.01%+59,55713F-HRTimelineGroup
UBS Group AGin group UBS Group AG945,042$46.1M0.01%+80,74813F-HRTimelineGroup
LPL Financial LLC866,199$42.2M0.01%+43,35013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY859,137$41.9M<0.01%+65,35213F-HR/ATimelineGroup
Apella Capital, LLC814,422$39.7M0.78%+106,75213F-HRTimeline
MBL Wealth, LLC774,461$37.8M3.03%+27,94813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC706,007$34.4M0.01%+346,12513F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN670,142$32.7M0.01%+21,63113F-HRTimelineGroup
Destination Wealth Management612,783$29.9M0.78%+32,58913F-HRTimeline
FPC INVESTMENT ADVISORY, INC.605,277$29.5M16.17%+41,54613F-HRTimeline
Koss-Olinger Consulting, LLC568,963$27.7M2.15%+102,79413F-HRTimeline
PITTENGER & ANDERSON INC567,791$27.7M1.07%+37,45913F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC556,170$27.1M0.35%+134,57413F-HRTimeline
Courage Miller Partners, LLC552,050$26.9M8.1%+2,04213F-HRTimeline
CIM, LLC551,248$26.9M3.52%+18,33013F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC550,841$26.9M<0.01%+90,67413F-HR/ATimelineGroup
Geneos Wealth Management Inc.544,835$26.6M0.65%+31,79913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA531,159$25.9M<0.01%-4,18113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding528,564$25.8M-14,622Timeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.516,266$25.2M0.94%+55,31813F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…446,603$21.8M2.91%+59,74613F-HRTimeline
Beacon Pointe Advisors, LLC434,070$21.2M0.15%+22,90313F-HRTimeline
Opal Wealth Advisors, LLC404,099$19.7M5.14%+13,75513F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp385,969$18.8M<0.01%+65,99613F-HRTimelineGroup
IRON Financial LLC335,425$16.4M7.52%-10,74113F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.328,886$16M5.64%-15,49313F-HRTimeline
DORVAL Corp314,458$15.3M4.89%+10,22413F-HRTimeline
Omega Financial Group, LLC302,924$14.8M4.91%+16,64713F-HRTimeline
Alexander Randolph Advisory, Inc.295,510$14.4M11.97%+10,54113F-HRTimeline
Buttonwood Financial Advisors Inc.281,339$13.7M4.57%+18,57713F-HRTimeline
Boyd Wealth Management, LLC270,731$13.2M5.6%new13F-HRTimeline
CAPITAL INSIGHT PARTNERS, LLC267,939$13.1M2.76%-26,52513F-HRTimeline
Orion Porfolio Solutions, LLC267,549$13M0.1%+1,86813F-HRTimeline
Abundance Wealth Counselors235,360$11.5M1.94%-2,74813F-HRTimeline
FIDUCIARY ADVISORS, INC.227,631$11.1M8.44%+29,08813F-HRTimeline
Wescott Financial Advisory Group, LLC217,815$10.6M0.93%+20,23313F-HRTimeline
Ballast Financial Advisors LLC213,148$10.4M10.7%13F-HRTimeline
Lakeridge Wealth Management LLC210,512$10.3M4.66%+6613F-HRTimeline
Fonville Wealth Management LLC205,163$10M2.04%+4,75613F-HRTimeline
Factor Wealth Management LTD201,395$9.82M2.12%+29,73713F-HRTimeline
MML INVESTORS SERVICES, LLC188,012$9.17M0.02%+11,32813F-HRTimeline
CGN Advisors LLC182,600$8.9M0.71%+3,17913F-HRTimeline
MORRIS FINANCIAL CONCEPTS, INC.181,446$8.85M3.1%+4,95413F-HRTimeline
Cetera Investment Advisers178,648$8.71M0.01%+23613F-HRTimeline
Hoxton Planning & Management, LLC178,343$8.69M2.6%+74,19213F-HRTimeline
Crestwood Advisors Group, LLC177,145$8.64M0.14%+60,32113F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.172,413$8.41M0.01%-4,74913F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC171,355$8.35M0.54%-9,09913F-HRTimeline
Strategic Financial Partners, Ltd.164,081$8M3.46%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…163,311$7.96M0.03%+25,37513F-HRTimelineGroup
MARYLAND CAPITAL ADVISORS INC.163,051$7.95M2.69%-6,63313F-HRTimeline
KFA Private Wealth Group, LLC159,377$7.77M1.89%+23,96213F-HRTimeline
Creative Planningin group Creative Planning158,935$7.75M0.01%-35,41613F-HRTimelineGroup
Independence Financial Advisors, LLC154,024$7.51M2.06%+2,31913F-HRTimeline
ALONGSIDE, LLC153,425$7.48M2.48%13F-HRTimeline
Gilbert Capital Group, Inc.148,175$7.22M5.43%+6,26213F-HRTimeline
Cranbrook Wealth Management, LLC147,098$7.17M1.41%-4,00013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC143,635$7M0.01%-44,48813F-HRTimeline
JGP Wealth Management, LLC142,905$6.97M0.73%+11,73813F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV138,638$6.76M3.27%+91813F-HRTimeline
Cambridge Investment Research Advisors,…138,388$6.75M0.02%+1,77113F-HRTimeline
Values First Advisors, Inc.137,130$6.69M3.47%+6,61613F-HRTimeline
Baker Ellis Asset Management LLC137,030$6.68M0.8%+2,40013F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding134,634$6.56M+33,512Timeline
COREPATH WEALTH PARTNERS LLC133,867$6.53M4.38%+11,94113F-HRTimeline
Providence First Trust Co130,588$6.37M2.2%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC127,420$6.21M0.1%-3,21113F-HRTimelineGroup
Townsend Financial Planning, LLC127,150$6.2M6.2%13F-HRTimeline
Brio Consultants, LLC124,123$6.05M0.79%-2,48513F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers123,276$6.01M0.01%+11,74713F-HRTimelineGroup
Focus Partners Wealthgroup of 2 filers holding121,165$5.91M-61,455Timeline
HighTower Advisors, LLC116,336$5.67M0.01%+38113F-HRTimeline
Steward Partners Investment Advisory, L…114,547$5.58M0.03%+7,32913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.110,643$5.39M0.04%+4,74413F-HRTimelineGroup
Investment Research Partners LLC107,114$5.22M2.24%+2,11013F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC106,475$5.19M2.01%+1,11913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD99,688$4.86M2.29%+94013F-HRTimeline
1832 Asset Management L.P.98,265$4.79M0.01%+66,31713F-HRTimeline
Lutz Financial Services LLC94,072$4.59M0.31%+2,27113F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/93,350$4.55M<0.01%+1,45613F-HRTimelineGroup
SEEDS INVESTOR LLC91,937$4.48M0.86%+12,60413F-HRTimeline
AtlasMark Financial, Inc91,614$4.47M2.88%-9,26313F-HRTimeline
Cannon Financial Strategists, Inc.83,796$4.09M0.57%+13713F-HRTimeline
MAIMON WEALTH MANAGEMENT LTD.79,626$3.88M3.61%13F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.79,053$3.85M0.56%-39,46913F-HRTimeline
McClarren Financial Advisors, Inc.6,228$3.85M2.3%-57,14813F-HRTimeline
MATHER GROUP, LLC.76,536$3.73M0.04%-3,14013F-HRTimeline
Summit Wealth Partners, LLC75,755$3.69M0.68%+1,44313F-HRTimeline
Fiduciary Group, LLC75,002$3.66M0.31%-1,72913F-HRTimeline
PEOPLES BANK /OH74,571$3.64M2.26%-2,79713F-HRTimeline
Investment Advisory Group, LLC72,387$3.53M0.91%+14,52313F-HRTimeline
Shepherd Street Advisors LLC71,258$3.47M3.33%13F-HRTimeline
Allworth Financial LP71,043$3.46M0.01%+2,43113F-HRTimeline
BCM ADVISORS, LLC67,875$3.31M0.63%+8,32013F-HRTimeline
OneDigital Investment Advisors LLC66,329$3.23M0.03%+8,24813F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC64,447$3.14M0.04%+6,05413F-HRTimeline
Samalin Investment Counsel, LLC62,628$3.05M1.08%+3,56713F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …62,185$3.03M0.04%+4,63413F-HRTimelineGroup
Valmark Advisers, Inc.61,274$2.99M0.04%+14,42313F-HRTimeline
INVESTED ADVISORS59,542$2.9M3.01%-12,18813F-HRTimeline
Washington Trust Bank57,752$2.82M0.2%+28,34813F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
CITY HOLDING CO57,223$2.79M0.34%+4,88713F-HRTimeline
eCIO, Inc.55,343$2.7M1.26%-2713F-HRTimeline
Dentgroup LLC55,045$2.68M1.84%-1,41313F-HRTimeline
Turn8 Private Wealth Inc.54,783$2.67M1.91%-5213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…52,495$2.56M<0.01%-8,38413F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…52,219$2.55M<0.01%+14213F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC51,461$2.51M0.34%+3,74613F-HRTimeline
Argent Advisors, Inc.51,057$2.49M0.69%-15,57513F-HRTimeline
Merit Financial Group, LLC50,765$2.47M0.02%+18,36413F-HRTimeline
BCGM Wealth Management, LLC50,574$2.47M0.63%+34213F-HRTimeline
Greykasell Wealth Strategies, Inc.50,574$2.47M0.97%-1,75013F-HRTimeline
Wealth Dimensions Group, Ltd.50,430$2.46M0.49%-6213F-HRTimeline
Smithfield Trust Co49,789$2.43M0.11%-4,53813F-HRTimeline
TD Capital Management LLC47,781$2.33M0.21%-26,39913F-HRTimeline
Stone House Investment Management, LLC47,161$2.3M0.36%+2,98913F-HRTimeline
Richard W. Paul & Associates, LLC46,530$2.27M0.75%+4,90613F-HRTimeline
GREENBERG FINANCIAL GROUP46,000$2.24M0.92%13F-HRTimeline
MKT Advisors LLC45,349$2.21M0.76%+7,33513F-HRTimeline
NewEdge Advisors, LLC45,383$2.21M0.01%-8,49513F-HRTimeline
Rooted Wealth Advisors, Inc.44,595$2.17M0.61%-47,99413F-HRTimeline
Chatterton & Associates Inc.44,336$2.16M1.85%13F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV42,748$2.08M<0.01%-1,49713F-HRTimeline
Sound View Wealth Advisors Group, LLC42,353$2.06M0.14%-2,69113F-HRTimeline
Park Place Capital Corp42,030$2.05M0.43%-10,47913F-HRTimeline
RENAISSANCE TECHNOLOGIES LLC41,800$2.04M<0.01%-231,30013F-HRTimeline
PDS Planning, Inc41,287$2.01M0.13%-2,45413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT40,305$1.96M0.22%+12,29513F-HRTimeline
Betterment LLC39,896$1.95M<0.01%+37113F-HRTimeline
Horizon Family Wealth, Inc.39,210$1.91M1.02%+97113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC38,936$1.9M<0.01%+12,78413F-HRTimelineGroup
Goldstone Financial Group, LLC38,403$1.87M0.21%+32113F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/37,944$1.85M<0.01%+23,27013F-HRTimelineGroup
Farther Finance Advisors, LLC37,222$1.81M0.02%+30,59313F-HRTimeline
J.W. COLE ADVISORS, INC.36,095$1.73M0.04%-50713F-HRTimeline
Rockbridge Investment Management, LCC35,071$1.71M0.16%-5,02013F-HRTimeline
Eukles Asset Management33,329$1.62M0.63%+1,63113F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.31,534$1.54M0.91%013F-HRTimeline
Charter Oak Capital Management, LLC30,867$1.5M0.11%-6,39813F-HRTimeline
FC Advisory LLC30,347$1.48M0.43%-2,90813F-HRTimeline
Columbus Macro, LLC29,479$1.44M0.16%+2,66713F-HRTimeline
Bellwether Advisors, LLC28,990$1.41M0.23%+78513F-HRTimeline
Per Stirling Capital Management, LLC.28,898$1.41M0.16%+5,40013F-HRTimeline
Joseph Group Capital Management28,595$1.39M0.37%-8,88513F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,025$1.37M<0.01%-22813F-HRTimelineGroup
Baker Avenue Asset Management, LP27,137$1.32M0.03%-38,57713F-HRTimeline
NWAM LLC27,065$1.32M0.07%-77613F-HRTimeline
Wealthspire Advisors, LLC27,003$1.32M0.01%-5,96913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding26,820$1.31M+267Timeline
Darden Wealth Group Inc26,718$1.3M0.63%-48513F-HRTimeline
RIK SAYLOR FINANCIAL, INC.26,330$1.28M0.94%-1,41913F-HRTimeline
Vantage Financial Partners, LLC26,179$1.28M0.26%+29513F-HRTimeline
XY Planning Network, Inc.25,960$1.27M0.22%new13F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.25,691$1.25M1.06%013F-HRTimeline
Commonwealth Financial Services, LLC24,802$1.21M0.2%-20313F-HRTimeline
VICUS CAPITAL24,078$1.17M0.09%+1,21113F-HRTimeline
HHM Wealth Advisors, LLC23,091$1.13M0.13%+10413F-HRTimeline
Private Advisor Group, LLC22,863$1.11M0.01%+47313F-HRTimeline
Main Street Research LLC22,763$1.11M0.06%+1,53513F-HRTimeline
LJI Wealth Management, LLC22,561$1.1M0.17%+35713F-HRTimeline
Advisory Services Network, LLC22,467$1.1M0.02%-10213F-HRTimeline
Quad-Cities Investment Group, LLC22,278$1.09M0.45%+1,53013F-HRTimeline
Keystone Financial Group, Inc.22,202$1.08M0.57%013F-HRTimeline
Composition Wealth, LLC21,925$1.07M0.02%-2,03613F-HRTimeline
BLUE JEAN FINANCIAL LLC21,752$1.06M0.86%13F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP21,528$1.05M<0.01%+5,81913F-HRTimelineGroup
Center for Financial Planning, Inc.20,845$1.02M0.11%013F-HRTimeline
Arete Wealth Advisors, LLC20,187$984K0.07%-51,33413F-HR/ATimeline
HILL ISLAND FINANCIAL LLC19,967$973K0.23%-2,87913F-HRTimeline
Janney Montgomery Scott LLC19,546$953K<0.01%-2,82813F-HRTimeline
Wealthfront Advisers LLC19,202$936K<0.01%+34613F-HRTimeline
TD Waterhouse Canada Inc.19,014$927K0.01%+1,36713F-HRTimeline
McKinley Carter Wealth Services, Inc.18,976$925K0.05%-7,08813F-HRTimeline
First PREMIER Bank18,652$909K0.21%-10,62413F-HRTimeline
MAI Capital Management18,620$908K0.01%+2,49813F-HRTimeline
Ironwood Investment Counsel, LLC18,328$894K0.12%+50413F-HRTimeline
ABLE Financial Group, LLC17,945$875K0.18%-68013F-HRTimeline
HARBOUR INVESTMENTS, INC.17,721$864K0.02%-1,46713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC17,693$863K<0.01%new13F-HRTimelineGroup
SHRIER WEALTH MANAGEMENT, LLC17,624$859K0.34%13F-HRTimeline
Pine Haven Investment Counsel, Inc17,146$836K0.59%013F-HRTimeline
MATTERN CAPITAL MANAGEMENT, LLC17,055$831K0.1%013F-HRTimeline
HEADINVEST, LLC16,807$819K0.16%-2,94013F-HRTimeline
PFG Advisors16,798$819K0.04%new13F-HRTimeline
Aptus Capital Advisors, LLC16,663$812K0.01%+1313F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…16,546$807K<0.01%-34013F-HRTimelineGroup
Rather & Kittrell, Inc.16,349$797K0.13%-37813F-HRTimeline