iShares Core 1-5 Year Usd BoISTBETF
13F holders, Q2 2024 (June 30)370holders −7
25new positions
32sold out
2famous investors
$47.39avg. 13F price*
At the end of Q2 2024, 370 institutions reported holding iShares Core 1-5 Year Usd Bo (ISTB) in their 13F filings, down 7 from Q1 2024. 25 opened new positions and 32 sold out. The largest holders were Acorns Advisers, LLC ($462.1M), State of Wisconsin Investment Board ($229.3M) and Charles Schwab Investment Management Inc. ($147.8M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $76.3M |
| Exits | 32 | $25.5M |
All 13F filers, Q1 2024 → Q2 2024: 4,294,462 shares bought and 4,465,541 shares sold, net −171,079 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 370 holders
| Acorns Advisers, LLC | 4.95% | Add +5.7% | 9,754,334 | $462.1M |
| State of Wisconsin Investment Board | 0.61% | Add +1.6% | 4,840,325 | $229.3M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -3.1% | 3,119,781 | $147.8M |
| Trust Point Inc. | 11.79% | Reduce -0.0% | 3,101,723 | $146.9M |
| BlackRock Inc. | 0.00% | Add +36.0% | 1,784,764 | $84.5M |
| Bank of America Corp. | 0.01% | Reduce -2.5% | 1,412,621 | $66.9M |
| Spinnaker Trust | 3.78% | Add +0.7% | 1,246,485 | $59.0M |
| Raymond James & Associates | 0.04% | Reduce -2.6% | 1,168,859 | $55.4M |
| Royal Bank of Canada | 0.01% | Add +25.1% | 1,060,356 | $50.2M |
| Mariner, LLC | 0.10% | Add +1.6% | 1,059,180 | $50.2M |
| Townsend & Associates, Inc | 5.14% | Add +2.6% | 969,604 | $46.3M |
| UBS Group AG | 0.01% | Reduce -2.2% | 923,122 | $43.7M |
| Cahaba Wealth Management, Inc. | 3.53% | Add +10.2% | 844,062 | $40.0M |
| Prosperity Planning, Inc. | 11.97% | New | 736,408 | $34.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -63.6% | 693,021 | $32.8M |
| MBL Wealth, LLC | 3.60% | Add +2.6% | 678,022 | $32.1M |
| Morgan Stanley | 0.00% | Reduce -3.1% | 624,641 | $29.6M |
| Jones Financial Companies LLLP | 0.03% | Add +2.4% | 590,470 | $28.0M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +34.7% | 590,319 | $28.0M |
| Cerity Partners LLC | 0.07% | Add +3.5% | 572,788 | $27.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -13.8% | 564,374 | $26.7M |
| LPL Financial LLC | 0.01% | Reduce -3.9% | 560,761 | $26.6M |
| Wells Fargo & Company | 0.01% | Reduce -27.0% | 539,340 | $25.5M |
| Cim, LLC | 3.78% | Add +5.5% | 518,722 | $25.1M |
| Destination Wealth Management | 0.81% | Add +1.2% | 519,322 | $24.6M |
| Courage Miller Partners, LLC | 8.21% | Reduce -0.1% | 481,810 | $22.8M |
| Koss-Olinger Consulting, LLC | 2.04% | New | 466,038 | $22.1M |
| Geneos Wealth Management Inc. | 0.98% | Add +2.0% | 465,008 | $22.0M |
| Johnson Financial Group, Inc. | 0.88% | Add +45.1% | 383,206 | $18.2M |
| Ameriprise Financial Inc. | 0.00% | Add +19.3% | 380,213 | $18.0M |
| Pittenger & Anderson Inc. | 0.70% | Add +7.5% | 358,264 | $17.0M |
| Beacon Pointe Advisors, LLC | 0.18% | Add +7.5% | 321,825 | $15.2M |
| Jane Street Group, LLC | 0.02% | Reduce -38.6% | 321,386 | $15.2M |
| Phillips Financial Management, LLC | 1.20% | Reduce -2.8% | 306,942 | $14.5M |
| Capital Insight Partners, LLC | 2.73% | Reduce -0.8% | 305,544 | $14.5M |
| Opal Wealth Advisors, LLC | 4.58% | Reduce -1.7% | 301,129 | $14.3M |
| Founders Financial Securities LLC | 1.29% | Add +4.9% | 287,235 | $13.6M |
| Horizon Investments, LLC | 0.37% | Add +5.2% | 283,582 | $13.3M |
| Hunter Associates Investment Management LLC | 2.22% | Add +22.7% | 279,115 | $13.2M |
| HighTower Advisors, LLC | 0.02% | Add +2.9% | 262,702 | $12.4M |
| Omega Financial Group, LLC | 4.70% | Add +2.1% | 245,144 | $11.6M |
| Orion Porfolio Solutions, LLC | 0.12% | Reduce -0.5% | 241,162 | $11.4M |
| Orion Portfolio Solutions, LLC | 0.12% | Reduce -0.5% | 241,162 | $11.4M |
| Lineweaver Wealth Advisors, LLC | 2.36% | Add +189.0% | 240,802 | $11.4M |
| Creative Planning | 0.01% | Reduce -8.0% | 235,697 | $11.2M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -5.0% | 234,556 | $11.1M |
| Focus Partners Wealth | 0.04% | New | 231,426 | $11.0M |
| Alexander Randolph Advisory, Inc. | 9.92% | Reduce -0.2% | 223,612 | $10.6M |
| Thrivent Financial for Lutherans | 0.02% | Add +8.3% | 218,033 | $10.3M |
| Wealth Management Resources, Inc. | 4.22% | Add +13.8% | 203,085 | $9.8M |
| DORVAL Corp | 4.07% | Add +3.9% | 195,220 | $9.2M |
| Bank of Montreal | 0.00% | Add +3.4% | 193,646 | $9.2M |
| McKinley Carter Wealth Services, Inc. | 0.58% | Add +2.9% | 192,735 | $9.1M |
| Cranbrook Wealth Management, LLC | 2.07% | Add +1.5% | 177,599 | $8.4M |
| FPC Investment Advisory, Inc. | 7.50% | Add +2.9% | 174,420 | $8.3M |
| Arkansas Financial Group, Inc. | 1.47% | Reduce -0.9% | 174,858 | $8.3M |
| Osaic Holdings, Inc. | 0.02% | Reduce -35.2% | 174,031 | $8.2M |
| Abundance Wealth Counselors | 3.75% | Add +2.9% | 171,919 | $8.1M |
| IRON Financial LLC | 4.53% | Add +3.8% | 170,536 | $8.1M |
| Morris Financial Concepts, Inc. | 3.80% | Add +13.5% | 167,536 | $7.9M |
| Cambridge Investment Research Advisors, Inc. | 0.03% | Add +2.8% | 159,860 | $7.6M |
| Boston Mountain Money Management Inc. | 4.92% | Reduce -6.8% | 157,452 | $7.5M |
| MML Investors Services, LLC | 0.03% | Add +4.2% | 147,463 | $7.0M |
| Bluestem Financial Advisors, LLC | 3.40% | Reduce -12.5% | 142,019 | $6.7M |
| Wescott Financial Advisory Group, LLC | 0.78% | Add +10.9% | 141,284 | $6.7M |
| Brio Consultants, LLC | 1.09% | Reduce -1.7% | 140,201 | $6.6M |
| Buttonwood Financial Advisors Inc. | 3.07% | Reduce -1.2% | 137,483 | $6.5M |
| Corient Private Wealth LP | 0.01% | Reduce -6.4% | 136,080 | $6.5M |
| Fiduciary Group, LLC | 0.69% | Reduce -17.3% | 135,917 | $6.4M |
| Providence First Trust Co | 2.81% | Reduce -0.1% | 131,765 | $6.2M |
| Hoxton Planning & Management, LLC | 2.83% | Add +2.7% | 128,643 | $6.1M |
| Advisor OS, LLC | 0.67% | Add +9.3% | 128,222 | $6.1M |
| CGN Advisors LLC | 0.70% | Add +28.0% | 126,198 | $6.0M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -11.6% | 120,799 | $5.7M |
| Sterling Investment Advisors LLC | 3.48% | Reduce -0.4% | 120,466 | $5.7M |
| Rooted Wealth Advisors, Inc. | 2.46% | Add +20.3% | 116,867 | $5.6M |
| Corepath Wealth Partners LLC | 5.73% | Add +2.1% | 114,339 | $5.4M |
| MJP Associates Inc. | 1.12% | Add +10.2% | 113,712 | $5.4M |
| JGP Wealth Management, LLC | 0.75% | Add +5.8% | 111,633 | $5.3M |
| Renaissance Technologies | 0.01% | Add +42.3% | 110,600 | $5.2M |
| Composition Wealth, LLC | 0.13% | Reduce -2.9% | 109,207 | $5.2M |
| Fonville Wealth Management LLC | 1.98% | Add +0.0% | 105,287 | $5.0M |
| Vantage Financial Partners, LLC | 1.29% | Add +3.4% | 104,512 | $5.0M |
| Mather Group, Llc. | 0.06% | Reduce -2.8% | 102,828 | $4.9M |
| Baker Ellis Asset Management LLC | 0.72% | Add +11.8% | 100,200 | $4.7M |
| Cetera Investment Advisers | 0.01% | Reduce -3.1% | 98,966 | $4.7M |
| TD Capital Management LLC | 0.49% | Reduce -0.5% | 97,886 | $4.6M |
| Lakeridge Wealth Management LLC | 2.69% | Add +16.9% | 94,342 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -11.9% | 90,612 | $4.3M |
| C M Bidwell & Associates Ltd. | 2.84% | Add +0.9% | 89,650 | $4.2M |
| Citadel Advisors | 0.00% | Reduce -83.9% | 87,644 | $4.2M |
| First Hawaiian Bank | 0.14% | Add +0.9% | 86,480 | $4.1M |
| Lutz Financial Services LLC | 0.34% | Reduce -1.4% | 82,413 | $3.9M |
| Cannon Financial Strategists, Inc. | 0.73% | No change | 80,475 | $3.8M |
| BCGM Wealth Management, LLC | 1.29% | Add +5.6% | 78,779 | $3.7M |
| Peoples Bank | 1.92% | Reduce -18.0% | 78,103 | $3.7M |
| Summit Wealth Partners, LLC | 0.76% | Reduce -4.7% | 77,658 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -63.9% | 75,381 | $3.6M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -0.0% | 74,197 | $3.5M |
| OneDigital Investment Advisors LLC | 0.04% | Add +11.1% | 71,024 | $3.4M |
"% 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.