iShares Core 1-5 Year Usd BoISTBETF
13F holders, Q1 2024 (March 31)377holders
2famous investors
$47.43avg. 13F price*
At the end of Q1 2024, 377 institutions reported holding iShares Core 1-5 Year Usd Bo (ISTB) in their 13F filings. The largest holders were Acorns Advisers, LLC ($438.0M), State of Wisconsin Investment Board ($226.1M) and Charles Schwab Investment Management Inc. ($152.8M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Core 1-5 Year Usd Bo
- CUSIP
- 46432F859
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $15.7M |
| Exits | 34 | $32.6M |
Ownership 377 holders
| Acorns Advisers, LLC | 4.89% | Add +7.6% | 9,233,110 | $438.0M |
| State of Wisconsin Investment Board | 0.60% | Add +4.9% | 4,766,325 | $226.1M |
| Charles Schwab Investment Management Inc. | 0.04% | Reduce -14.2% | 3,220,560 | $152.8M |
| Trust Point Inc. | 11.56% | Reduce -1.1% | 3,102,460 | $147.2M |
| JPMorgan Chase & Co. | 0.01% | Add +199.4% | 1,903,087 | $90.3M |
| Bank of America Corp. | 0.01% | Reduce -18.5% | 1,448,462 | $68.7M |
| BlackRock Inc. | 0.00% | Reduce -46.3% | 1,311,919 | $62.2M |
| Spinnaker Trust | 3.79% | Add +2.2% | 1,237,380 | $58.7M |
| Raymond James & Associates | 0.04% | Add +3.4% | 1,200,586 | $57.0M |
| Mariner, LLC | 0.10% | Add +3.0% | 1,042,128 | $49.4M |
| UBS Group AG | 0.01% | Reduce -13.2% | 944,183 | $44.8M |
| Townsend & Associates, Inc | 5.18% | Add +2.3% | 945,072 | $44.4M |
| Royal Bank of Canada | 0.01% | Add +86.4% | 847,282 | $40.2M |
| Cahaba Wealth Management, Inc. | 3.30% | Add +6.6% | 766,076 | $36.3M |
| Wells Fargo & Company | 0.01% | Reduce -1.8% | 738,538 | $35.0M |
| MBL Wealth, LLC | 3.57% | Add +5.2% | 661,033 | $31.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -9.3% | 654,915 | $31.1M |
| Morgan Stanley | 0.00% | Reduce -55.5% | 644,602 | $30.6M |
| LPL Financial LLC | 0.01% | Reduce -2.1% | 583,593 | $27.7M |
| Jones Financial Companies LLLP | 0.04% | Reduce -3.9% | 576,783 | $27.4M |
| Cerity Partners LLC | 0.07% | Add +16.6% | 553,623 | $26.3M |
| Citadel Advisors | 0.03% | Add +15245.2% | 543,987 | $25.8M |
| Jane Street Group, LLC | 0.03% | Add +29.0% | 523,578 | $24.8M |
| Destination Wealth Management | 0.81% | Add +5.2% | 512,985 | $24.3M |
| Cim, LLC | 3.53% | Add +6.1% | 491,618 | $23.3M |
| Courage Miller Partners, LLC | 7.91% | Add +0.9% | 482,389 | $22.9M |
| Geneos Wealth Management Inc. | 0.99% | Add +1.5% | 455,885 | $21.6M |
| Raymond James Financial Services Advisors, Inc. | 0.03% | Reduce -10.9% | 438,281 | $20.8M |
| Pittenger & Anderson Inc. | 0.64% | Add +19.7% | 333,345 | $15.8M |
| Susquehanna International Group, LLP | 0.02% | Add +639.4% | 322,503 | $15.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -21.9% | 318,653 | $15.1M |
| Phillips Financial Management, LLC | 1.23% | Reduce -3.4% | 315,886 | $15.0M |
| Capital Insight Partners, LLC | 2.73% | Add +2.6% | 308,062 | $14.6M |
| Opal Wealth Advisors, LLC | 4.93% | Reduce -29.7% | 306,441 | $14.5M |
| Beacon Pointe Advisors, LLC | 0.16% | Add +35.3% | 299,307 | $14.2M |
| Founders Financial Securities LLC | 1.36% | Reduce -15.7% | 273,817 | $13.0M |
| Osaic Holdings, Inc. | 0.03% | Reduce -3.0% | 268,682 | $12.7M |
| Horizon Investments, LLC | 0.33% | Reduce -16.0% | 269,607 | $12.7M |
| Johnson Financial Group, Inc. | 0.67% | Add +603.8% | 264,011 | $12.5M |
| Creative Planning | 0.01% | Reduce -15.5% | 256,124 | $12.2M |
| HighTower Advisors, LLC | 0.02% | Add +9.8% | 255,197 | $12.1M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -8.8% | 246,922 | $11.7M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -8.9% | 242,474 | $11.5M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -8.9% | 242,474 | $11.5M |
| Omega Financial Group, LLC | 4.66% | Add +3.0% | 240,000 | $11.4M |
| Hunter Associates Investment Management LLC | 1.81% | Add +15.5% | 227,538 | $10.8M |
| Alexander Randolph Advisory, Inc. | 9.31% | Add +17.8% | 223,965 | $10.6M |
| PNC Financial Services Group, Inc. | 0.01% | Add +6.7% | 208,669 | $9.9M |
| Thrivent Financial for Lutherans | 0.02% | Add +86.3% | 201,411 | $9.6M |
| DORVAL Corp | 4.12% | Add +1.9% | 187,972 | $8.9M |
| Bank of Montreal | 0.00% | Add +1.9% | 187,274 | $8.9M |
| McKinley Carter Wealth Services, Inc. | 0.59% | Add +5.5% | 187,292 | $8.9M |
| Wealth Management Resources, Inc. | 2.37% | Add +6.0% | 178,380 | $8.5M |
| Arkansas Financial Group, Inc. | 1.47% | Reduce -0.4% | 176,516 | $8.4M |
| Cranbrook Wealth Management, LLC | 2.10% | Add +2.4% | 174,971 | $8.3M |
| Prairieview Wealth Partners, LLC | 7.37% | Add +5.3% | 171,149 | $8.1M |
| Boston Mountain Money Management Inc. | 5.49% | — | 169,024 | $8.0M |
| FPC Investment Advisory, Inc. | 7.85% | — | 169,592 | $8.0M |
| Abundance Wealth Counselors | 1.82% | Add +7.5% | 167,088 | $7.9M |
| Fiduciary Group, LLC | 0.85% | Add +1.3% | 164,393 | $7.8M |
| IRON Financial LLC | 4.34% | Reduce -0.6% | 164,289 | $7.8M |
| Bluestem Financial Advisors, LLC | 3.98% | Reduce -1.0% | 162,390 | $7.7M |
| Old North State Trust, LLC | 6.28% | — | 156,667 | $7.4M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Reduce -4.7% | 155,588 | $7.4M |
| Morris Financial Concepts, Inc. | 3.58% | Add +0.9% | 147,657 | $7.0M |
| Corient Private Wealth LP | 0.01% | Reduce -0.8% | 145,404 | $6.9M |
| Brio Consultants, LLC | 1.14% | Reduce -6.5% | 142,624 | $6.8M |
| MML Investors Services, LLC | 0.03% | Add +8.7% | 141,509 | $6.7M |
| Buttonwood Financial Advisors Inc. | 3.10% | Add +6.0% | 139,144 | $6.6M |
| Maryland Capital Advisors Inc. | 4.09% | Reduce -16.1% | 138,799 | $6.6M |
| Steward Partners Investment Advisory, LLC | 0.07% | Reduce -9.1% | 136,591 | $6.5M |
| Providence First Trust Co | 2.71% | Reduce -0.4% | 131,865 | $6.3M |
| Wescott Financial Advisory Group, LLC | 0.75% | Add +19.8% | 127,393 | $6.0M |
| Hoxton Planning & Management, LLC | 2.84% | Add +7.5% | 125,251 | $5.9M |
| Cambridge Associates LLC /Ma/ | 0.31% | Add +783.9% | 124,033 | $5.9M |
| Sterling Investment Advisors LLC | 3.36% | Add +4.1% | 120,974 | $5.7M |
| Advisor OS, LLC | 0.64% | Add +203.7% | 117,266 | $5.6M |
| Composition Wealth, LLC | 0.13% | Reduce -31.6% | 112,432 | $5.3M |
| Meeder Asset Management Inc. | 0.34% | Add +5.6% | 112,202 | $5.3M |
| Corepath Wealth Partners LLC | 5.82% | Reduce -26.9% | 111,997 | $5.3M |
| Mather Group, Llc. | 0.08% | Add +0.5% | 105,758 | $5.0M |
| JGP Wealth Management, LLC | 0.73% | Add +19.2% | 105,486 | $5.0M |
| Fonville Wealth Management LLC | 2.21% | Add +5.0% | 105,279 | $5.0M |
| MJP Associates Inc. | 1.07% | Add +323.7% | 103,231 | $4.9M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -5.6% | 102,862 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +221.6% | 102,119 | $4.8M |
| Vantage Financial Partners, LLC | 1.29% | Add +1.1% | 101,050 | $4.8M |
| Williams & Novak, LLC | 5.35% | No change | 98,967 | $4.7M |
| CGN Advisors LLC | 0.59% | Reduce -70.4% | 98,618 | $4.7M |
| TD Capital Management LLC | 0.50% | Reduce -2.5% | 98,344 | $4.7M |
| Rooted Wealth Advisors, Inc. | 2.26% | Add +3.3% | 97,141 | $4.6M |
| Peoples Bank | 2.52% | Add +5.8% | 95,212 | $4.5M |
| Dynamic Advisor Solutions LLC | 0.15% | Reduce -31.7% | 92,435 | $4.4M |
| Baker Ellis Asset Management LLC | 0.63% | Add +6.8% | 89,650 | $4.3M |
| C M Bidwell & Associates Ltd. | 2.87% | Add +0.6% | 88,845 | $4.2M |
| First Hawaiian Bank | 0.13% | Add +0.6% | 85,675 | $4.1M |
| Lutz Financial Services LLC | 0.35% | Reduce -15.5% | 83,601 | $4.0M |
| Lineweaver Wealth Advisors, LLC | 0.94% | Add +4.7% | 83,313 | $4.0M |
| Summit Wealth Partners, LLC | 0.82% | Add +2.0% | 81,493 | $3.9M |
| Lakeridge Wealth Management LLC | 2.48% | Add +52.6% | 80,679 | $3.8M |
"% of holder's portfolio" is ISTB's weight in each manager's 13F, not the share of iShares Core 1-5 Year Usd Bo the manager owns.