Skip to content
Disclosery

ISTB ISHARES TR

Follow

CORE 1 5 YR USD (fund)

390 managers (395 13F filers) reported a position in ISTB shares at 2026-03-31, 71,102,777 shares in all. 40 filers opened a position and 31 filers sold out during the quarter.

Managers
390
13F filers
395
New
40
Added
178
Reduced
108
Sold out
31
Shares held by filers
71,102,777

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC11,821,596$573M4.26%+266,81513F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.5,727,958$278M<0.01%+198,24313F-HRTimelineGroup
STATE OF WISCONSIN INVESTMENT BOARD5,415,025$262M0.6%+102,40013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co2,568,895$124M0.02%+223,71813F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC2,289,658$111M0.03%+66,27213F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP1,762,477$85.1M0.04%+331,96313F-HRTimelineGroup
SPINNAKER TRUST1,380,236$66.9M3.7%-4,04313F-HRTimeline
Seven Springs Wealth Group, LLC1,356,366$65.7M15.2%new13F-HRTimeline
Mariner, LLCin group Mariner, LLC1,320,761$64M0.07%+36,27513F-HRTimelineGroup
Townsend & Associates, Inc1,205,567$58.5M5.05%+38,84613F-HRTimeline
Financial Solutions Advisory Group, Inc.1,183,767$57.4M7.93%13F-HRTimeline
CAHABA WEALTH MANAGEMENT, INC.1,128,804$54.7M3.71%+64,23813F-HRTimeline
TRUST POINT INC.1,092,877$53M4.6%-696,35213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO986,851$47.7M<0.01%-84,30313F-HR/ATimelineGroup
Apella Capital, LLC948,515$46.1M0.68%+134,09313F-HRTimeline
UBS Group AGin group UBS Group AG941,355$45.6M0.01%-3,68713F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY932,557$45.2M<0.01%+73,42013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/920,694$44.6M<0.01%-76,90713F-HRTimelineGroup
LPL Financial LLC886,118$42.9M0.01%+19,91913F-HRTimeline
MBL Wealth, LLC834,719$40.5M3.06%+60,25813F-HRTimeline
BARTLETT & CO. WEALTH MANAGEMENT LLC741,304$35.9M0.46%+185,13413F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC729,039$35.4M0.01%+23,03213F-HR/ATimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN684,938$33.2M0.01%+14,79613F-HR/ATimelineGroup
FPC INVESTMENT ADVISORY, INC.653,483$31.7M15.82%+48,20613F-HRTimeline
Destination Wealth Management632,675$30.7M0.8%+19,89213F-HRTimeline
Geneos Wealth Management Inc.581,180$28.2M0.65%+36,34513F-HRTimeline
Courage Miller Partners, LLC569,876$27.6M7.8%+17,82613F-HRTimeline
Johnson Financial Group, Inc.in group Johnson Financial Group, Inc.559,017$27.1M0.98%+42,75113F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding557,462$27M+28,898Timeline
CIM, LLC551,770$26.7M3.87%+52213F-HRTimeline
PITTENGER & ANDERSON INC541,672$26.2M1.04%-26,11913F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA524,958$25.4M<0.01%-6,20113F-HRTimelineGroup
HUNTER ASSOCIATES INVESTMENT MANAGEMENT…478,052$23.2M3.06%+31,44913F-HRTimeline
Beacon Pointe Advisors, LLC449,530$21.8M0.12%+15,46013F-HRTimeline
Bank of New York Mellon Corpin group Bank of New York Mellon Corp439,895$21.3M<0.01%+53,92613F-HRTimelineGroup
Opal Wealth Advisors, LLC416,095$20.2M4.56%+11,99613F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC413,258$20M0.01%+374,32213F-HRTimelineGroup
CLEAR WAVE WEALTH MANAGEMENT LLC412,078$20M5.07%13F-HRTimeline
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC390,435$18.9M<0.01%-160,40613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…371,376$18M0.02%new13F-HRTimelineGroup
IRON Financial LLC330,572$16M7%-4,85313F-HRTimeline
WEALTH MANAGEMENT RESOURCES, INC.330,044$16M5.57%+1,15813F-HRTimeline
Omega Financial Group, LLC325,624$15.8M5.2%+22,70013F-HRTimeline
Alexander Randolph Advisory, Inc.314,851$15.3M13.15%+19,34113F-HRTimeline
Koss-Olinger Consulting, LLC306,997$14.9M1.25%-261,96613F-HRTimeline
Buttonwood Financial Advisors Inc.298,194$14.5M4.84%+16,85513F-HRTimeline
Orion Porfolio Solutions, LLC278,422$13.5M0.12%+10,87313F-HRTimeline
Boyd Wealth Management, LLC277,861$13.5M5.69%+7,13013F-HRTimeline
Factor Wealth Management LTD274,123$13.3M2.5%+72,72813F-HRTimeline
EP Wealth Advisors, LLC266,481$12.9M0.06%new13F-HRTimeline
FIDUCIARY ADVISORS, INC.253,484$12.3M9.23%+25,85313F-HRTimeline
Abundance Wealth Counselors246,328$11.9M1.71%+10,96813F-HRTimeline
Wescott Financial Advisory Group, LLC245,302$11.9M1.04%+27,48713F-HRTimeline
Lakeridge Wealth Management LLC245,216$11.9M5.11%+34,70413F-HRTimeline
Ballast Financial Advisors LLC224,625$10.9M11.16%+11,47713F-HRTimeline
Fonville Wealth Management LLC220,154$10.7M2.03%+14,99113F-HRTimeline
Strategic Financial Partners, Ltd.214,324$10.4M4.49%+50,24313F-HRTimeline
Crestwood Advisors Group, LLC201,065$9.74M0.16%+23,92013F-HRTimeline
BECKER CAPITAL MANAGEMENT INC200,821$9.73M0.29%new13F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…195,521$9.47M0.03%+32,21013F-HRTimelineGroup
MORRIS FINANCIAL CONCEPTS, INC.188,922$9.16M3.11%+7,47613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.188,022$9.11M0.01%+15,60913F-HRTimelineGroup
Cetera Investment Advisers181,760$8.81M0.01%+3,11213F-HRTimeline
Cambridge Investment Research Advisors,…181,542$8.8M0.02%+43,15413F-HRTimeline
MML INVESTORS SERVICES, LLC165,670$8.03M0.02%-22,34213F-HRTimeline
Hoxton Planning & Management, LLC161,928$7.85M2.35%-16,41513F-HRTimeline
KFA Private Wealth Group, LLC160,458$7.78M1.87%+1,08113F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC156,944$7.61M0.01%+139,25113F-HRTimelineGroup
Independence Financial Advisors, LLC156,225$7.57M2.27%+2,20113F-HRTimeline
Creative Planningin group Creative Planning147,652$7.16M<0.01%-11,28313F-HRTimelineGroup
JGP Wealth Management, LLC147,178$7.13M0.74%+4,27313F-HRTimeline
Kestra Advisory Services, LLCgroup of 2 filers holding147,080$7.13M+12,446Timeline
Gilbert Capital Group, Inc.146,576$7.1M5.49%-1,59913F-HRTimeline
CGN Advisors LLC142,037$6.88M0.54%-40,56313F-HRTimeline
STERLING INVESTMENT ADVISORS LLC /ADV141,580$6.86M3.29%+2,94213F-HRTimeline
Values First Advisors, Inc.140,270$6.8M3.54%+3,14013F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC137,647$6.67M0.01%-5,98813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC134,983$6.54M0.1%+7,56313F-HRTimelineGroup
COREPATH WEALTH PARTNERS LLC134,589$6.52M4.4%+72213F-HRTimeline
NATIXIS ADVISORS, LLCin group Natixis Investment Managers134,032$6.5M0.01%+10,75613F-HRTimelineGroup
Townsend Financial Planning, LLC133,175$6.45M6.24%+6,02513F-HRTimeline
Baker Ellis Asset Management LLC133,165$6.45M0.77%-3,86513F-HRTimeline
Providence First Trust Co130,588$6.33M2.23%013F-HRTimeline
PHILLIPS FINANCIAL MANAGEMENT, LLC126,652$6.14M0.45%-44,70313F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.123,872$6.04M0.04%+13,22913F-HRTimelineGroup
Investment Research Partners LLC124,023$6.01M2.45%+16,90913F-HRTimeline
Wealthspire Advisors, LLC123,547$5.99M0.05%+96,54413F-HRTimeline
Brio Consultants, LLC123,219$5.95M0.73%-90413F-HRTimeline
Cranbrook Wealth Management, LLC116,120$5.63M1.14%-30,97813F-HRTimeline
SEEDS INVESTOR LLC113,731$5.52M0.75%+21,79413F-HRTimeline
Steward Partners Investment Advisory, L…112,760$5.46M0.03%-1,78713F-HRTimeline
1832 Asset Management L.P.105,553$5.12M0.01%+7,28813F-HRTimeline
HighTower Advisors, LLC105,197$5.1M0.01%-11,13913F-HRTimeline
Cannon Financial Strategists, Inc.102,105$4.95M0.65%+18,30913F-HRTimeline
C M BIDWELL & ASSOCIATES LTD100,643$4.88M2.28%+95513F-HRTimeline
McClarren Financial Advisors, Inc.95,834$4.64M2.75%+89,60613F-HRTimeline
PLANNING DIRECTIONS INC95,634$4.63M2.35%new13F-HRTimeline
Lutz Financial Services LLC94,905$4.6M0.31%+83313F-HRTimeline
BLUESTEM FINANCIAL ADVISORS, LLC94,195$4.56M1.76%-12,28013F-HRTimeline
AtlasMark Financial, Inc91,614$4.47M2.88%013F-HRTimeline
Washington Trust Bank85,987$4.17M0.31%+28,23513F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
MAIMON WEALTH MANAGEMENT LTD.85,760$4.15M3.64%+6,13413F-HRTimeline
Investment Advisory Group, LLC83,502$4.05M1.03%+11,11513F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…82,799$4M0.01%+30,30413F-HRTimeline
PEOPLES BANK /OH75,466$3.66M2.24%+89513F-HRTimeline
Allworth Financial LP75,111$3.64M0.01%+4,06813F-HRTimeline
MATHER GROUP, LLC.74,877$3.63M0.04%-1,65913F-HRTimeline
INVESTED ADVISORS74,838$3.63M3.66%+15,29613F-HRTimeline
Summit Wealth Partners, LLC74,521$3.61M0.57%-1,23413F-HRTimeline
Turn8 Private Wealth Inc.74,100$3.59M2.24%+19,31713F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC72,379$3.51M0.04%+7,93213F-HRTimeline
ARKANSAS FINANCIAL GROUP, INC.72,387$3.51M0.49%-6,66613F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/71,621$3.47M<0.01%-21,72913F-HRTimelineGroup
BCM ADVISORS, LLC70,639$3.41M0.67%+2,76413F-HRTimeline
Shepherd Street Advisors LLC70,294$3.41M3.36%-96413F-HRTimeline
SHEETS SMITH WEALTH MANAGEMENT70,155$3.4M0.38%+29,85013F-HRTimeline
Valmark Advisers, Inc.68,831$3.34M0.04%+7,55713F-HRTimeline
PLANWISER FINANCIAL, LLC68,709$3.33M2.41%new13F-HRTimeline
Fiduciary Group, LLC66,000$3.2M0.27%-9,00213F-HRTimeline
NewEdge Advisors, LLC65,868$3.19M0.01%+20,48513F-HR/ATimeline
CITY HOLDING CO62,686$3.04M0.38%+5,46313F-HRTimeline
Samalin Investment Counsel, LLC59,645$2.89M1.02%-2,98313F-HRTimeline
eCIO, Inc.59,193$2.87M1.26%+3,85013F-HRTimeline
OneDigital Investment Advisors LLC58,995$2.86M0.03%-7,33413F-HRTimeline
Lineweaver Wealth Advisors, LLC58,463$2.83M0.38%+7,00213F-HRTimeline
MKT Advisors LLC54,912$2.65M0.89%+9,56313F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…54,351$2.63M<0.01%+2,13213F-HRTimelineGroup
BCGM Wealth Management, LLC53,825$2.61M0.66%+3,25113F-HRTimeline
Richard W. Paul & Associates, LLC52,204$2.53M0.85%+5,67413F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT36,951$2.49M0.03%new13F-HRTimeline
Wealth Dimensions Group, Ltd.51,209$2.48M0.49%+77913F-HRTimeline
Smithfield Trust Co49,789$2.41M0.11%013F-HRTimeline
Avail Investment Partners, LLC49,195$2.38M2.55%13F-HRTimeline
Stone House Investment Management, LLC48,739$2.36M0.42%+1,57813F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV47,969$2.32M<0.01%+5,22113F-HRTimeline
Argent Advisors, Inc.47,526$2.3M0.63%-3,53113F-HRTimeline
Greykasell Wealth Strategies, Inc.46,875$2.27M0.92%-3,69913F-HRTimeline
Chatterton & Associates Inc.46,719$2.26M1.59%+2,38313F-HRTimeline
TD Capital Management LLC45,240$2.19M0.2%-2,54113F-HRTimeline
Park Place Capital Corp42,013$2.04M0.41%-1713F-HRTimeline
PDS Planning, Inc41,018$1.99M0.13%-26913F-HRTimeline
Eukles Asset Management39,796$1.93M0.86%+6,46713F-HRTimeline
Sound View Wealth Advisors Group, LLC39,342$1.91M0.13%-3,01113F-HRTimeline
Horizon Family Wealth, Inc.38,688$1.87M0.99%-52213F-HRTimeline
Goldstone Financial Group, LLC37,958$1.84M0.2%-44513F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding37,820$1.83M-83,345Timeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/37,852$1.83M<0.01%-9213F-HRTimelineGroup
SHP Wealth Management37,449$1.81M0.14%-1,412,15813F-HRTimeline
LEAVELL INVESTMENT MANAGEMENT, INC.36,941$1.79M0.07%+22,74013F-HRTimeline
Betterment LLC36,320$1.76M<0.01%-3,57613F-HRTimeline
Merit Financial Group, LLC35,930$1.74M0.01%-14,83513F-HRTimeline
Farther Finance Advisors, LLC35,951$1.74M0.02%-1,27113F-HRTimeline
Rockbridge Investment Management, LCC35,375$1.71M0.15%+30413F-HRTimeline
J.W. COLE ADVISORS, INC.33,903$1.64M0.06%-2,19213F-HRTimeline
VestGen Advisors, LLC33,917$1.64M0.05%new13F-HRTimeline
Joseph Group Capital Management33,054$1.6M0.4%+4,45913F-HRTimeline
XY Planning Network, Inc.32,164$1.55M0.25%+6,20413F-HRTimeline
SOUTH PLAINS FINANCIAL, INC.31,534$1.53M0.89%013F-HRTimeline
FC Advisory LLC30,447$1.48M0.43%+10013F-HRTimeline
Per Stirling Capital Management, LLC.29,898$1.45M0.16%+1,00013F-HRTimeline
Baird Financial Group, Inc.in group Baird Financial Group, Inc.28,943$1.4M<0.01%+91813F-HRTimelineGroup
Bellwether Advisors, LLC28,809$1.4M0.24%-18113F-HRTimeline
Wealthfront Advisers LLC27,531$1.33M<0.01%+8,32913F-HRTimeline
Essex Financial Services, Inc.group of 2 filers holding27,399$1.33M+579Timeline
VICUS CAPITAL27,236$1.32M0.1%+3,15813F-HRTimeline
Advisory Services Network, LLC26,751$1.3M0.02%+4,28413F-HRTimeline
Darden Wealth Group Inc26,352$1.28M0.65%-36613F-HRTimeline
RIK SAYLOR FINANCIAL, INC.26,238$1.27M0.97%-9213F-HRTimeline
Charter Oak Capital Management, LLC25,797$1.25M0.1%-5,07013F-HRTimeline
LUTS & GREENLEIGH GROUP, INC.25,658$1.24M0.98%-3313F-HRTimeline
Commonwealth Financial Services, LLC24,628$1.19M0.19%-17413F-HRTimeline
Main Street Research LLC24,058$1.17M0.07%+1,29513F-HRTimeline
Private Advisor Group, LLC23,660$1.15M0.01%+79713F-HRTimeline
Quad-Cities Investment Group, LLC23,366$1.13M0.45%+1,08813F-HRTimeline
Keystone Financial Group, Inc.23,154$1.12M0.58%+95213F-HRTimeline
HHM Wealth Advisors, LLC22,329$1.08M0.12%-76213F-HRTimeline
BLUE JEAN FINANCIAL LLC22,281$1.08M0.89%+52913F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP22,246$1.08M<0.01%+71813F-HRTimelineGroup
LJI Wealth Management, LLC21,775$1.06M0.17%-78613F-HRTimeline
Baker Avenue Asset Management, LP21,129$1.02M0.02%-6,00813F-HRTimeline
Center for Financial Planning, Inc.20,845$1.01M0.11%013F-HRTimeline
MAI Capital Management20,624$999K0.01%+2,00413F-HRTimeline
OPPENHEIMER & CO INCin group OPPENHEIMER ASSET MANAGEMENT …20,406$989K0.01%-41,77913F-HRTimelineGroup
HILL ISLAND FINANCIAL LLC19,983$968K0.24%+1613F-HRTimeline
TD Waterhouse Canada Inc.19,757$954K<0.01%+74313F-HRTimeline
Composition Wealth, LLC19,392$940K0.01%-2,53313F-HRTimeline
Integrated Wealth Concepts LLC19,374$939K0.01%new13F-HRTimeline
Columbus Macro, LLC19,345$937K0.1%-10,13413F-HRTimeline
Janney Montgomery Scott LLC18,724$907K<0.01%-82213F-HRTimeline
Pine Haven Investment Counsel, Inc18,596$901K0.66%+1,45013F-HRTimeline
Rooted Wealth Advisors, Inc.18,020$876K0.23%-26,57513F-HRTimeline
SHRIER WEALTH MANAGEMENT, LLC18,044$874K0.32%+42013F-HRTimeline
HARBOUR INVESTMENTS, INC.17,909$868K0.01%+18813F-HRTimeline
ABLE Financial Group, LLC17,905$868K0.17%-4013F-HRTimeline
Ironwood Investment Counsel, LLC17,662$856K0.12%-66613F-HRTimeline
First PREMIER Bank16,970$822K0.19%-1,68213F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\16,932$821K<0.01%+3,27113F-HRTimelineGroup
HEADINVEST, LLC16,807$814K0.17%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…16,551$802K<0.01%+83113F-HRTimelineGroup
Rather & Kittrell, Inc.16,488$799K0.12%+13913F-HRTimeline