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

0100200300400 Q1 2024: 377Q1 2024Q2 2024: 370Q2 2024Q3 2024: 359Q3 2024Q4 2024: 382Q4 2024Q1 2025: 386Q1 2025Q2 2025: 384Q2 2025Q3 2025: 380Q3 2025Q4 2025: 389Q4 2025Q1 2026: 395Q1 2026Q2 2026: 398Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions31$15.7M
Exits34$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
Cannon Financial Strategists, Inc. 0.75% Reduce -2.8% 80,475 $3.8M
Kestra Advisory Services, LLC 0.03% Add +2.7% 78,983 $3.7M
Renaissance Technologies 0.01% New 77,700 $3.7M
LJI Wealth Management, LLC 0.93% Reduce -1.1% 75,920 $3.6M
BCGM Wealth Management, LLC 1.27% Reduce -0.9% 74,607 $3.5M
Goldman Sachs Group Inc. 0.00% Add +0.0% 74,213 $3.5M
Sound View Wealth Advisors Group, LLC 0.36% Reduce -9.3% 72,093 $3.4M
Baker Avenue Asset Management, LP 0.13% Reduce -15.8% 70,629 $3.4M
Smithfield Trust Co 0.18% No change 69,800 $3.3M
Baird Financial Group, Inc. 0.01% Reduce -4.3% 69,305 $3.3M
Financial Synergies Wealth Advisors, Inc. 0.41% Reduce -71.5% 65,282 $3.1M
Goldstone Financial Group, LLC 0.70% Reduce -0.4% 64,041 $3.0M
OneDigital Investment Advisors LLC 0.05% Add +3.1% 63,915 $3.0M
Prospera Financial Services Inc 0.09% Add +4.3% 63,578 $3.0M
Eldridge Investment Advisors, Inc. 0.74% Add +7.0% 61,069 $2.9M
NorthCoast Asset Management LLC 0.04% Reduce -37.2% 60,791 $2.9M
Private Advisor Group, LLC 0.02% Add +2.3% 59,480 $2.8M
Allworth Financial LP 0.02% Add +0.1% 58,634 $2.8M
Principal Securities, Inc. 0.09% Add +44.5% 57,963 $2.7M
Legacy Private Trust Co. 0.20% No change 57,893 $2.7M
Carl P. Sherr & Co., LLC 1.50% Reduce -8.2% 56,175 $2.7M
Studio Investment Management LLC 0.58% Reduce -2.8% 51,804 $2.5M
Rockbridge Investment Management, LCC 0.36% Add +4.5% 51,112 $2.4M
Samalin Investment Counsel, LLC 1.14% Add +4.7% 50,622 $2.4M
Wealthspire Advisors, LLC 0.03% Reduce -4.8% 50,495 $2.4M
Institutional & Family Asset Management, LLC 0.38% Add +2.9% 49,755 $2.4M
Wealth Enhancement Advisory Services, LLC 0.01% Add +21.3% 49,220 $2.3M
Wealth Dimensions Group, Ltd. 0.68% Reduce -3.6% 48,751 $2.3M
Valmark Advisers, Inc. 0.04% Reduce -1.2% 47,868 $2.3M
Natixis Advisors, LLC 0.01% Add +1.9% 46,349 $2.2M
Investment Advisory Group, LLC 0.91% Add +1.7% 46,323 $2.2M
Equitable Holdings, Inc. 0.02% Reduce -11.6% 46,281 $2.2M
PDS Planning, Inc 0.23% Reduce -7.6% 45,574 $2.2M
Charter Oak Capital Management, LLC 0.23% Reduce -1.1% 45,509 $2.2M
GYL Financial Synergies, LLC 0.17% Add +3.3% 44,636 $2.1M
Mercer Global Advisors Inc. 0.01% Add +2.3% 44,536 $2.1M
City Holding Co. 0.32% Add +1.4% 44,522 $2.1M
Focus Partners Advisor Solutions, LLC 0.06% New 43,799 $2.1M
Joseph Group Capital Management 1.03% Add +22.5% 43,439 $2.1M
Wealthstar Advisors, LLC 0.71% Reduce -0.7% 42,772 $2.0M
Ironwood Investment Counsel, LLC 0.33% Reduce -2.6% 39,684 $1.9M
Betterment LLC 0.00% Add +1.6% 38,137 $1.8M
HHM Wealth Advisors, LLC 0.30% Reduce -15.6% 38,002 $1.8M
Argent Advisors, Inc. 0.70% Add +6.1% 37,252 $1.8M
Stone House Investment Management, LLC 0.41% Add +27.2% 36,673 $1.7M
Richard W. Paul & Associates, LLC 0.67% Add +1.7% 35,203 $1.7M
Harbour Investments, Inc. 0.06% Reduce -1.1% 35,172 $1.7M
Hilltop Holdings Inc. 0.18% Reduce -6.2% 35,012 $1.7M
KMG Fiduciary Partners, LLC 0.17% Add +0.4% 34,608 $1.6M
Columbus Macro, LLC 0.62% Add +3.7% 34,404 $1.6M
J.W. Cole Advisors, Inc. 0.08% Reduce -2.4% 33,287 $1.6M
Flow Traders U.S. LLC 0.08% New 32,965 $1.6M
TrueWealth Financial Partners 1.10% Add +5.0% 32,962 $1.6M
Horizon Family Wealth, Inc. 1.19% Add +0.6% 32,418 $1.5M
Darden Wealth Group Inc 1.18% Add +6.5% 31,619 $1.5M
Captrust Financial Advisors 0.01% Reduce -20.5% 30,261 $1.4M
Dynasty Wealth Management, LLC 0.04% — 29,653 $1.4M
Cyndeo Wealth Partners, LLC 0.11% New 29,036 $1.4M
Eukles Asset Management 0.60% Add +1.4% 28,969 $1.4M
Blue Trust, Inc. 0.02% Reduce -15.6% 28,685 $1.4M
FC Advisory LLC 0.50% Add +1.7% 28,666 $1.4M
Oarsman Capital, Inc. 0.31% New 27,600 $1.3M
Rather & Kittrell, Inc. 0.39% Reduce -7.0% 27,447 $1.3M
Nwam LLC 0.10% Reduce -3.0% 26,544 $1.3M
Sunburst Financial Group, LLC 0.35% Reduce -28.6% 26,473 $1.2M
Bellwether Advisors, LLC 0.27% Reduce -9.4% 26,208 $1.2M
First PREMIER Bank 0.32% Add +3.1% 25,333 $1.2M
Raymond James Trust N.A. 0.03% Add +14.2% 25,271 $1.2M
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -61.8% 25,271 $1.2M
Hill Island Financial LLC 0.39% Add +9.8% 25,197 $1.2M
MKT Advisors LLC 0.65% Add +49.1% 25,086 $1.2M
Global Retirement Partners, LLC 0.04% Reduce -1.8% 24,168 $1.1M
Mutual Advisors, LLC 0.04% Reduce -8.8% 24,047 $1.1M
Delta Financial Group, Inc. 0.33% Reduce -11.2% 23,796 $1.1M
Berger Financial Group, Inc 0.09% New 23,358 $1.1M
NewEdge Advisors, LLC 0.01% Reduce -32.0% 22,767 $1.1M
Vicus Capital 0.10% Reduce -6.3% 22,468 $1.1M
Per Stirling Capital Management, LLC. 0.18% No change 22,158 $1.1M
Western Wealth Management, LLC 0.08% Reduce -1.5% 21,931 $1.0M
Advisory Services Network, LLC 0.02% Add +16.4% 21,439 $1.0M
Headinvest, LLC 0.19% No change 20,107 $954K
Colonial Trust Co / SC 0.17% Reduce -3.0% 19,711 $935K
Kestra Private Wealth Services, LLC 0.02% Reduce -21.7% 19,580 $929K
Sunesis Advisors, LLC 0.54% Add +3.8% 19,416 $921K
Maltin Wealth Management, Inc. 0.51% Add +1.7% 19,215 $912K
Level Four Advisory Services, LLC 0.05% No change 18,306 $871K
Secured Retirement Advisors, LLC 0.74% Reduce -10.1% 18,301 $868K
Comerica Bank 0.00% Reduce -36.1% 17,423 $827K
Blair William & Co. 0.00% Reduce -2.1% 16,806 $797K
Cwm, LLC 0.00% Add +6.9% 16,798 $797K
Park Avenue Securities LLC 0.01% Reduce -18.9% 16,589 $787K
Quad-Cities Investment Group, LLC 0.46% Add +1.6% 16,460 $781K
Oppenheimer & Co. Inc. 0.01% Add +114.8% 16,333 $775K
Beacon Financial Advisory LLC 0.37% Reduce -0.2% 16,193 $768K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -63.0% 16,157 $766K
Mine & Arao Wealth Creation & Management, LLC. 0.38% Add +0.2% 16,058 $762K
Diversified Portfolios, Inc. 0.11% Add +2.8% 15,934 $756K
Essex Financial Services, Inc. 0.07% New 15,678 $744K
B. Riley Wealth Advisors, Inc. 0.02% Add +69.3% 15,778 $732K
Smith & Howard Wealth Management, LLC 0.22% Reduce -54.7% 15,121 $717K
Crestwood Advisors Group, LLC 0.02% Reduce -35.5% 15,067 $715K
Aspiriant, LLC 0.03% Reduce -14.6% 15,015 $712K
HRT Financial LP 0.00% Add +114.1% 14,936 $708K
Sheets Smith Wealth Management 0.08% New 14,740 $699K
Buckingham Strategic Wealth, LLC 0.01% Reduce -67.6% 14,622 $694K
Wealthfront Advisers LLC 0.00% Add +14.2% 14,606 $693K
Washington Trust Bank 0.06% Reduce -2.2% 14,124 $670K
Wesbanco Bank Inc. 0.02% No change 13,665 $648K
Colonial Trust Advisors 0.06% Reduce -2.0% 13,659 $648K
US Bancorp \de 0.00% No change 13,653 $648K
Mattern Capital Management, LLC 0.09% No change 13,331 $632K
Integrated Wealth Concepts LLC 0.01% Reduce -20.9% 13,262 $629K
Truist Financial Corp. 0.00% Reduce -23.1% 12,417 $589K
Summit Global Investments 0.04% Add +1.6% 12,362 $586K
Chicago Partners Investment Group LLC 0.02% Reduce -11.1% 12,039 $566K
Cable Hill Partners, LLC 0.07% No change 11,855 $563K
International Assets Investment Management, LLC 0.06% Reduce -1.0% 11,797 $556K
Evensky & Katz LLC 0.04% Reduce -8.6% 11,670 $554K
Squarepoint Ops LLC 0.00% Add +15.8% 11,606 $551K
Affinity Capital Advisors, LLC 0.12% Add +46.0% 11,092 $526K
Strategic Financial Partners, Ltd. 0.29% Reduce -3.5% 11,052 $524K
Northern Trust Corp. 0.00% No change 10,977 $521K
Arlington Trust Co LLC 0.13% No change 10,900 $517K
Sound Stewardship, LLC 0.31% Reduce -85.7% 10,653 $505K
Ashton Thomas Private Wealth, LLC 0.03% Reduce -0.4% 10,286 $488K
Savant Capital, LLC 0.01% Reduce -6.4% 10,030 $476K
Northwest Capital Management Inc 0.15% Add +14.4% 10,011 $475K
Capital Market Strategies LLC 0.36% Reduce -6.0% 10,007 $475K
Leavell Investment Management, Inc. 0.03% Add +1.5% 9,944 $472K
Hohimer Wealth Management, LLC 0.11% Reduce -35.0% 9,837 $467K
InterOcean Capital Group, LLC 0.01% Reduce -64.7% 9,763 $463K
Wellington Wealth Strategies, LLC. 0.21% Reduce -54.1% 9,727 $461K
Global Financial Private Client, LLC 0.20% Add +7.3% 9,752 $460K
Tocqueville Asset Management L.P. 0.01% No change 9,400 $446K
KFA Private Wealth Group, LLC 0.14% New 9,394 $446K
Opus Capital Group, LLC 0.06% Reduce -12.5% 9,358 $444K
LVZ, Inc. 0.06% Reduce -1.6% 9,339 $443K
Pine Haven Investment Counsel, Inc 0.38% Add +27.8% 9,200 $436K
Salem Investment Counselors Inc. 0.01% Add +0.3% 9,022 $428K
Stephens Consulting, LLC 0.13% Reduce -31.2% 8,858 $420K
Rise Advisors, LLC 0.22% Reduce -0.1% 8,777 $416K
National Bank of Canada 0.00% Reduce -7.4% 8,833 $416K
BIP Wealth, LLC 0.03% Reduce -56.8% 8,673 $411K
Aviance Capital Partners, LLC 0.06% Add +13.4% 7,822 $371K
Two Sigma Securities, LLC 0.02% New 7,785 $369K
Rockwood Wealth Management, LLC 0.04% New 7,343 $348K
Stephen J. Garry & Associates, LLC 0.36% No change 7,340 $348K
Hudson Capital Management LLC 0.12% Add +4.5% 7,256 $344K
Steel Grove Capital Advisors, LLC 0.05% Reduce -19.1% 7,225 $343K
High Net Worth Advisory Group LLC 0.11% Reduce -18.2% 7,218 $342K
Choreo, LLC 0.01% Add +0.1% 7,058 $335K
TD Waterhouse Canada Inc. 0.00% Reduce -68.3% 7,033 $332K
SC&H Financial Advisors, Inc. 0.09% Reduce -5.3% 6,984 $331K
Relative Value Partners Group, LLC 0.02% No change 6,866 $328K
Sigma Planning Corp 0.01% New 6,791 $322K
Kelman-Lazarov, Inc. 0.06% No change 6,736 $320K
Stifel Financial Corp. 0.00% Reduce -59.5% 6,660 $316K
Christensen, King & Associates Investment Services, Inc. 0.15% Add +0.4% 6,479 $307K
FAS Wealth Partners, Inc. 0.03% Reduce -57.2% 6,424 $305K
Provident Investment Management, Inc. 0.03% No change 6,400 $304K
Cordgrass Capital Advisors, LLC 0.09% Reduce -4.4% 6,379 $303K
Modera Wealth Management, LLC 0.00% Reduce -18.6% 6,355 $301K
Rehmann Capital Advisory Group 0.02% Reduce -5.2% 6,270 $297K
Priebe Wealth Holdings LLC 0.23% No change 6,115 $290K
Traynor Capital Management, Inc. 0.03% Add +42.2% 6,076 $288K
WealthShield Partners, LLC 0.05% Reduce -25.9% 6,048 $287K
&partners 0.04% Add +0.1% 6,043 $287K
Sheaff Brock Investment Advisors, LLC 0.02% No change 6,000 $285K
Atria Wealth Solutions, Inc. 0.00% Reduce -6.8% 5,840 $277K
PFG Investments, LLC 0.02% Reduce -47.6% 5,780 $274K
Valley National Advisers Inc. 0.04% Reduce -4.8% 5,790 $274K
Ingalls & Snyder LLC 0.01% No change 5,683 $270K
Onyx Bridge Wealth Group LLC 0.05% Reduce -5.9% 5,635 $264K
EdgeRock Capital LLC 0.21% Reduce -8.6% 5,554 $263K
Walter & Keenan Wealth Management LLC /in/ 0.09% No change 5,540 $263K
MidAtlantic Capital Management, Inc. 0.23% Add +2660.3% 5,493 $261K
PFS Partners, LLC 0.17% No change 5,432 $258K
Avantax Planning Partners, Inc. 0.01% No change 5,322 $252K
Schmidt P J Investment Management Inc. 0.05% No change 5,292 $251K
Rede Wealth, LLC 0.11% Reduce -47.5% 5,290 $251K
Patriot Investment Management Group, Inc. 0.02% Add +1.1% 5,262 $250K
Beaumont Financial Advisors, LLC 0.02% Add +0.5% 5,190 $246K
Stratos Wealth Partners, LTD. 0.00% Add +2.7% 5,170 $245K
Wealth Forward, LLC 0.19% No change 5,042 $239K
Seeds Investor LLC 0.22% New 5,034 $239K
Ackerman Capital Advisors, LLC 0.06% No change 4,912 $233K
Valley Forge Investment Consultants Inc. Adv 0.09% Add +12.7% 4,890 $232K
Commerce Bank 0.00% Reduce -66.7% 4,821 $229K
Money Concepts Capital Corp. 0.02% New 4,783 $227K
Mission Wealth Management, LP 0.01% New 4,782 $227K
Arbor Trust Wealth Advisors, LLC 0.12% No change 4,810 $226K
Peterson Wealth Services 0.08% Reduce -0.3% 4,528 $215K
Acorn Financial Advisory Services Inc. 0.04% Reduce -92.1% 4,527 $215K
Certified Advisory Corp 0.03% Add +1.6% 4,512 $214K
Prime Capital Investment Advisors, LLC 0.00% No change 4,400 $209K
Coldstream Capital Management Inc. 0.01% New 4,350 $206K
Spectrum Wealth Counsel, LLC 0.03% No change 4,348 $206K
Regal Investment Advisors LLC 0.01% New 4,308 $204K
Burkett Financial Services, LLC 0.10% Reduce -4.0% 4,282 $203K
Intrua Financial, LLC 0.03% Reduce -28.8% 4,267 $202K
Avidian Wealth Enterprises, LLC 0.01% Reduce -10.7% 4,255 $202K
Brandywine Oak Private Wealth LLC 0.02% New 4,234 $201K
Key Financial Inc 0.05% Reduce -31.0% 4,033 $191K
Northwest Investment Counselors, LLC 0.05% Reduce -39.9% 3,988 $189K
BNP Paribas Financial Markets 0.00% Reduce -76.0% 3,916 $186K
Rothschild Investment LLC 0.01% No change 3,195 $152K
Bfsg, LLC 0.02% Add +4.9% 2,519 $120K
Clear Investment Research, LLC 0.14% Add +1.2% 2,248 $107K
Element Wealth, LLC 0.06% No change 2,110 $100K
Kopp LeRoy C 0.05% — 2,015 $96K
Kopp Family Office, LLC 0.05% No change 2,015 $96K
Security National Bank 0.01% New 1,953 $93K
FMR LLC 0.00% Add +7.3% 1,928 $91K
Farther Finance Advisors, LLC 0.01% Reduce -0.9% 1,907 $90K
Cherry Tree Wealth Management, LLC 0.02% No change 1,869 $89K
Sachetta, LLC 0.04% Add +0.6% 1,815 $86K
Deutsche Bank AG 0.00% New 1,547 $73K
Lanark Financial, Inc. 0.01% No change 1,385 $65K
Bartlett & Co. Wealth Management LLC 0.00% Reduce -1.5% 1,340 $64K
Spirit of America Management Corp. 0.01% New 1,350 $63K
Elevate Wealth Advisory, Inc. 0.05% No change 1,256 $60K
Concourse Financial Group Securities, Inc. 0.00% Reduce -20.1% 1,201 $57K
CIBC Private Wealth Group LLC 0.00% New 1,114 $53K
Pacifica Partners Inc. 0.02% Add +102.3% 1,038 $49K
Federation des caisses Desjardins du Quebec 0.00% No change 975 $46K
Citigroup Inc. 0.00% Reduce -13.3% 951 $45K
CoreCap Advisors, LLC 0.00% New 932 $44K
Archer Investment Corp 0.01% Add +4.8% 899 $43K
IFP Advisors, Inc 0.00% Reduce -4.5% 888 $42K
McClarren Financial Advisors, Inc. 0.03% Add +0.7% 750 $36K
Bank of New Hampshire 0.01% Add +17.1% 745 $35K
Global Trust Asset Management, LLC 0.01% No change 600 $28K
Bogart Wealth, LLC 0.00% No change 587 $28K
Franklin Resources Inc. 0.00% No change 575 $27K
Creative Financial Designs Inc. 0.00% No change 542 $26K
Householder Group Estate & Retirement Specialist, LLC 0.01% No change 532 $25K
Cape Investment Advisory, Inc. 0.01% No change 532 $25K
Avior Wealth Management, LLC 0.00% Add +0.6% 525 $25K
Transcendent Capital Group LLC 0.01% Add +0.6% 518 $25K
Regions Financial Corp. 0.00% Reduce -6.0% 501 $24K
Vima LLC 0.03% Add +56.7% 500 $24K
Glass Jacobson Investment Advisors llc 0.01% No change 472 $22K
O'shaughnessy Asset Management, LLC 0.00% Add +1312.5% 452 $21K
Realta Investment Advisors 0.00% New 437 $21K
Capital Analysts, LLC 0.00% No change 423 $20K
Ancora Advisors LLC 0.00% No change 366 $17K
NorthRock Partners, LLC 0.00% Reduce -89.3% 319 $15K
EverSource Wealth Advisors, LLC 0.00% New 296 $14K
FinTrust Capital Advisors, LLC 0.00% Reduce -77.0% 265 $13K
AdvisorNet Financial, Inc 0.00% No change 243 $12K
Godsey & Gibb, Inc. 0.00% No change 242 $11K
Larson Financial Group LLC 0.00% Add +0.5% 208 $10K
Clearstead Trust, LLC 0.00% New 200 $9K
Townsend Asset Management Corp. /NC/ 0.00% No change 185 $9K
Parallel Advisors, LLC 0.00% Add +42.6% 144 $7K
Financial Management Professionals, Inc. 0.00% New 134 $6K
Pineridge Advisors LLC 0.00% New 107 $5K
Quadrant Capital Group LLC 0.00% No change 100 $5K
Spire Wealth Management 0.00% Add +395.0% 99 $5K
Mechanics Financial Corp 0.00% New 98 $5K
Retirement Group, LLC 0.00% No change 92 $4K
LifeSteps Financial, Inc. 0.00% New 76 $4K
Transamerica Financial Advisors, LLC 0.00% No change 54 $3K
Front Row Advisors LLC 0.00% No change 50 $2K
Capital Investment Advisory Services, LLC 0.00% Reduce -28.4% 48 $2K
Global Wealth Strategies & Associates 0.00% No change 45 $2K
Tyler-Stone Wealth Management 0.00% No change 42 $2K
Wetzel Investment Advisors, Inc. 0.00% Reduce -93.5% 41 $2K
Tower Research Capital LLC (TRC) 0.00% Reduce -83.3% 32 $2K
Sound Income Strategies, LLC 0.00% New 24 $1K
GHP Investment Advisors, Inc. 0.00% No change 21 $997
Sunbelt Securities, Inc. 0.00% No change 20 $949
HighMark Wealth Management LLC 0.00% No change 14 $664
Financial Gravity Asset Management, Inc. 0.00% Reduce -50.0% 13 $635
MV Capital Management, Inc. 0.00% No change 13 $617
Iron Horse Wealth Management, LLC 0.00% No change 5 $232
Wolff Wiese Magana LLC 0.00% No change 3 $143

"% 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.