ISTB ISHARES TR
FollowCORE 1 5 YR USD (fund)
Filings received so far for Q3 2026: 15 13F filers report a position in ISTB shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.
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 2026
Filers in the available 13F reports with a share position at 2026-09-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Apella Capital, LLC | 1,469,742 | $69.4M | 0.88% | +384,056 | 13F-HRTimeline |
| Factor Wealth Management LTD | 374,794 | $17.7M | 2.71% | -32,489 | 13F-HRTimeline |
| KFA Private Wealth Group, LLC | 214,882 | $10.2M | 2.39% | +23,816 | 13F-HRTimeline |
| Independence Financial Advisors, LLC | 159,811 | $7.55M | 1.9% | +6,960 | 13F-HRTimeline |
| Farther Finance Advisors, LLC | 37,896 | $1.79M | 0.01% | +1,795 | 13F-HRTimeline |
| FC Advisory LLC | 34,307 | $1.62M | 0.42% | +3,704 | 13F-HRTimeline |
| Weaver Consulting Group | 21,997 | $1.04M | 0.2% | -18 | 13F-HRTimeline |
| Sunburst Financial Group, LLC | 12,800 | $605K | 0.1% | -2,201 | 13F-HRTimeline |
| SigFig Wealth Management, LLC | 12,074 | $570K | 0.01% | +1,511 | 13F-HRTimeline |
| Avidian Wealth Enterprises, LLC | 5,331 | $252K | 0.01% | -9,357 | 13F-HRTimeline |
| BURKETT FINANCIAL SERVICES, LLC | 1,249 | $59K | 0.02% | -1,150 | 13F-HRTimeline |
| Pacifica Partners Inc. | 510 | $24K | 0.01% | 0 | 13F-HRTimeline |
| General Partner, Inc. | 255 | $12K | 0.01% | 0 | 13F-HRTimeline |
| CoreCap Advisors, LLC | 161 | $7.62K | <0.01% | 0 | 13F-HRTimeline |
| GAMMA Investing LLC | 10 | $473 | <0.01% | 0 | 13F-HRTimeline |