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 |
| LJI Wealth Management, LLC | 0.74% | Reduce -6.8% | 70,716 | $3.3M |
| Principal Securities, Inc. | 0.09% | Add +21.9% | 70,660 | $3.3M |
| Goldstone Financial Group, LLC | 0.67% | Add +10.2% | 70,546 | $3.3M |
| Baker Avenue Asset Management, LP | 0.11% | Reduce -3.5% | 68,129 | $3.2M |
| Natixis Advisors, LLC | 0.01% | Add +41.2% | 65,444 | $3.1M |
| Smithfield Trust Co | 0.16% | Reduce -7.4% | 64,616 | $3.1M |
| Private Advisor Group, LLC | 0.02% | Add +5.3% | 62,600 | $3.0M |
| Old North State Trust, LLC | 2.54% | Reduce -60.4% | 62,046 | $2.9M |
| Eldridge Investment Advisors, Inc. | 0.73% | Add +0.8% | 61,583 | $2.9M |
| Legacy Private Trust Co. | 0.20% | Add +4.6% | 60,558 | $2.9M |
| Allworth Financial LP | 0.02% | Reduce -1.2% | 57,918 | $2.8M |
| Prospera Financial Services Inc | 0.08% | Reduce -8.4% | 58,214 | $2.8M |
| Sound View Wealth Advisors Group, LLC | 0.27% | Reduce -22.8% | 55,642 | $2.6M |
| Dynamic Advisor Solutions LLC | 0.08% | Reduce -41.3% | 54,248 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -31.5% | 54,130 | $2.6M |
| Samalin Investment Counsel, LLC | 1.18% | Add +5.0% | 53,139 | $2.5M |
| Wealthspire Advisors, LLC | 0.03% | Add +2.7% | 51,852 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +4.2% | 51,278 | $2.4M |
| Rockbridge Investment Management, LCC | 0.34% | Add +0.1% | 51,180 | $2.4M |
| Studio Investment Management LLC | 0.55% | Reduce -1.4% | 51,068 | $2.4M |
| Equitable Holdings, Inc. | 0.03% | Add +10.2% | 51,021 | $2.4M |
| KFA Private Wealth Group, LLC | 1.24% | Add +439.6% | 50,687 | $2.4M |
| Institutional & Family Asset Management, LLC | 0.36% | Reduce -0.5% | 49,510 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Add +9.1% | 48,573 | $2.3M |
| Mutual Advisors, LLC | 0.07% | Add +98.6% | 47,751 | $2.3M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.4% | 47,682 | $2.3M |
| Wealth Dimensions Group, Ltd. | 0.64% | Reduce -3.1% | 47,238 | $2.2M |
| Cambridge Associates LLC /Ma/ | 0.10% | Reduce -62.1% | 47,033 | $2.2M |
| Investment Advisory Group, LLC | 0.85% | Add +0.1% | 46,383 | $2.2M |
| GYL Financial Synergies, LLC | 0.16% | Add +0.7% | 44,966 | $2.1M |
| Focus Partners Advisor Solutions, LLC | 0.05% | Add +0.1% | 43,846 | $2.1M |
| Joseph Group Capital Management | 1.07% | Reduce -0.2% | 43,350 | $2.1M |
| City Holding Co. | 0.30% | Reduce -3.5% | 42,955 | $2.0M |
| PDS Planning, Inc | 0.20% | Reduce -5.9% | 42,865 | $2.0M |
| TrueWealth Financial Partners | 1.27% | Add +25.6% | 41,385 | $2.0M |
| Charter Oak Capital Management, LLC | 0.20% | Reduce -9.7% | 41,117 | $1.9M |
| Betterment LLC | 0.00% | Add +1.5% | 38,714 | $1.8M |
| Stone House Investment Management, LLC | 0.47% | Add +3.7% | 38,039 | $1.8M |
| Richard W. Paul & Associates, LLC | 0.68% | Add +5.1% | 37,011 | $1.8M |
| Argent Advisors, Inc. | 0.68% | Reduce -3.3% | 36,027 | $1.7M |
| Ironwood Investment Counsel, LLC | 0.30% | Reduce -9.2% | 36,022 | $1.7M |
| Summit Financial, LLC | 0.08% | New | 35,677 | $1.7M |
| HHM Wealth Advisors, LLC | 0.25% | Reduce -6.7% | 35,475 | $1.7M |
| Essex Financial Services, Inc. | 0.12% | Add +121.2% | 34,683 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.16% | Add +0.1% | 34,627 | $1.6M |
| Columbus Macro, LLC | 0.63% | Add +0.2% | 34,469 | $1.6M |
| Harbour Investments, Inc. | 0.05% | Reduce -6.7% | 32,807 | $1.6M |
| Horizon Family Wealth, Inc. | 1.18% | Add +0.9% | 32,725 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.07% | Reduce -4.0% | 31,938 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -56.5% | 30,136 | $1.4M |
| Captrust Financial Advisors | 0.00% | Reduce -1.3% | 29,867 | $1.4M |
| Hill Island Financial LLC | 0.45% | Add +15.5% | 29,103 | $1.4M |
| Eukles Asset Management | 0.59% | Reduce -0.1% | 28,941 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +26.8% | 28,857 | $1.4M |
| FC Advisory LLC | 0.50% | Add +0.6% | 28,829 | $1.4M |
| Blue Trust, Inc. | 0.02% | No change | 28,685 | $1.4M |
| Sunburst Financial Group, LLC | 0.36% | Add +7.3% | 28,401 | $1.3M |
| Darden Wealth Group Inc | 0.79% | Reduce -12.8% | 27,572 | $1.3M |
| Rather & Kittrell, Inc. | 0.36% | Add +0.0% | 27,448 | $1.3M |
| Seeds Investor LLC | 0.66% | Add +441.7% | 27,269 | $1.3M |
| First PREMIER Bank | 0.34% | Add +4.5% | 26,466 | $1.3M |
| Oarsman Capital, Inc. | 0.28% | Reduce -4.2% | 26,455 | $1.3M |
| Bellwether Advisors, LLC | 0.26% | Add +0.4% | 26,317 | $1.2M |
| Dentgroup LLC | 0.99% | New | 25,863 | $1.2M |
| MKT Advisors LLC | 0.61% | Add +2.4% | 25,690 | $1.2M |
| Luts & Greenleigh Group, Inc. | 1.26% | — | 25,616 | $1.2M |
| Oppenheimer & Co. Inc. | 0.02% | Add +53.0% | 24,994 | $1.2M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -59.5% | 24,604 | $1.2M |
| Stifel Financial Corp. | 0.00% | Add +255.2% | 23,654 | $1.1M |
| Hilltop Holdings Inc. | 0.13% | Reduce -32.7% | 23,572 | $1.1M |
| Vicus Capital | 0.10% | Add +3.9% | 23,340 | $1.1M |
| Delta Financial Group, Inc. | 0.44% | Reduce -6.3% | 22,289 | $1.1M |
| Per Stirling Capital Management, LLC. | 0.17% | No change | 22,158 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Add +3.0% | 22,082 | $1.0M |
| Global Retirement Partners, LLC | 0.03% | Reduce -8.6% | 22,079 | $1.0M |
| BNP Paribas Financial Markets | 0.00% | Add +462.2% | 22,014 | $1.0M |
| Western Wealth Management, LLC | 0.08% | Reduce -0.9% | 21,731 | $1.0M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -16.4% | 21,116 | $1.0M |
| Williams & Novak, LLC | 0.90% | Reduce -79.4% | 20,405 | $967K |
| Headinvest, LLC | 0.19% | No change | 20,107 | $952K |
| Flow Traders U.S. LLC | 0.05% | Reduce -39.9% | 19,808 | $938K |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -0.1% | 19,571 | $927K |
| Sheets Smith Wealth Management | 0.11% | Add +32.1% | 19,475 | $923K |
| Berger Financial Group, Inc | 0.07% | Reduce -18.8% | 18,971 | $899K |
| Janney Montgomery Scott LLC | 0.00% | New | 18,513 | $877K |
| ABLE Financial Group, LLC | 0.31% | New | 18,355 | $869K |
| Colonial Trust Co / SC | 0.15% | Reduce -10.8% | 17,593 | $833K |
| Secured Retirement Advisors, LLC | 0.64% | Reduce -4.8% | 17,421 | $825K |
| Park Avenue Securities LLC | 0.01% | Add +4.8% | 17,383 | $823K |
| Susquehanna International Group, LLP | 0.00% | Reduce -94.7% | 17,011 | $806K |
| Quad-Cities Investment Group, LLC | 0.44% | Add +1.1% | 16,634 | $788K |
| Commonwealth Financial Services, LLC | 0.16% | New | 16,472 | $782K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.37% | Add +0.3% | 16,112 | $763K |
| Carl P. Sherr & Co., LLC | 0.42% | Reduce -71.5% | 15,989 | $757K |
| Cwm, LLC | 0.00% | Reduce -5.0% | 15,963 | $756K |
| Crestwood Advisors Group, LLC | 0.02% | Add +5.9% | 15,950 | $756K |
| Diversified Portfolios, Inc. | 0.10% | Add +0.1% | 15,948 | $755K |
| Beacon Financial Advisory LLC | 0.28% | Reduce -1.6% | 15,930 | $755K |
| Cable Hill Partners, LLC | 0.08% | Add +33.9% | 15,878 | $752K |
| Raymond James Trust N.A. | 0.02% | Reduce -37.6% | 15,766 | $747K |
| Comerica Bank | 0.00% | Reduce -10.7% | 15,557 | $737K |
| Blair William & Co. | 0.00% | Reduce -10.2% | 15,088 | $715K |
| Aspiriant, LLC | 0.03% | No change | 15,015 | $711K |
| Smith & Howard Wealth Management, LLC | 0.21% | Reduce -2.0% | 14,813 | $702K |
| Washington Trust Bank | 0.07% | Add +1.6% | 14,346 | $680K |
| Integrated Wealth Concepts LLC | 0.01% | Add +4.5% | 13,860 | $657K |
| Wesbanco Bank Inc. | 0.02% | No change | 13,665 | $647K |
| US Bancorp \de | 0.00% | No change | 13,653 | $647K |
| Colonial Trust Advisors | 0.06% | Reduce -0.5% | 13,598 | $644K |
| Squarepoint Ops LLC | 0.00% | Add +16.9% | 13,565 | $643K |
| Wealthfront Advisers LLC | 0.00% | Reduce -7.7% | 13,476 | $638K |
| Mattern Capital Management, LLC | 0.09% | No change | 13,331 | $631K |
| Buckingham Strategic Wealth, LLC | 0.01% | Reduce -10.1% | 13,151 | $623K |
| Summit Global Investments | 0.04% | Add +0.9% | 12,480 | $591K |
| National Bank of Canada | 0.00% | Add +39.9% | 12,358 | $585K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -24.6% | 12,188 | $577K |
| Centaurus Financial, Inc. | 0.04% | New | 11,998 | $568K |
| Evensky & Katz LLC | 0.04% | Add +0.7% | 11,750 | $557K |
| Maryland Capital Advisors Inc. | 0.30% | Reduce -91.6% | 11,713 | $555K |
| Leavell Investment Management, Inc. | 0.03% | Add +17.5% | 11,684 | $553K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -37.1% | 11,521 | $546K |
| International Assets Investment Management, LLC | 0.05% | Reduce -2.5% | 11,499 | $545K |
| Arlington Trust Co LLC | 0.12% | No change | 10,900 | $516K |
| Northwest Capital Management Inc | 0.18% | Add +6.3% | 10,643 | $504K |
| Choreo, LLC | 0.01% | Add +51.2% | 10,669 | $503K |
| Chicago Partners Investment Group LLC | 0.02% | Reduce -17.0% | 9,988 | $478K |
| Northern Trust Corp. | 0.00% | Reduce -8.2% | 10,077 | $477K |
| Savant Capital, LLC | 0.00% | Reduce -0.8% | 9,953 | $471K |
| Capital Market Strategies LLC | 0.30% | Reduce -0.8% | 9,932 | $470K |
| Global Financial Private Client, LLC | 0.19% | No change | 9,752 | $462K |
| Adero Partners, LLC | 0.03% | New | 9,700 | $459K |
| Opus Capital Group, LLC | 0.06% | Add +2.3% | 9,569 | $453K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 9,400 | $445K |
| Truist Financial Corp. | 0.00% | Reduce -25.3% | 9,280 | $440K |
| Pine Haven Investment Counsel, Inc | 0.37% | Add +0.1% | 9,205 | $436K |
| Legacy Capital Wealth Partners, LLC | 0.11% | New | 9,117 | $432K |
| Stephens Consulting, LLC | 0.12% | Add +0.1% | 8,868 | $420K |
| Rise Advisors, LLC | 0.22% | Add +0.9% | 8,860 | $420K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -14.0% | 8,843 | $419K |
| Aviance Capital Partners, LLC | 0.06% | Add +8.4% | 8,480 | $402K |
| TD Waterhouse Canada Inc. | 0.00% | Add +20.7% | 8,489 | $400K |
| LVZ, Inc. | 0.05% | Reduce -9.9% | 8,413 | $399K |
| Affinity Capital Advisors, LLC | 0.08% | Reduce -24.5% | 8,376 | $397K |
| Strategic Financial Partners, Ltd. | 0.21% | Reduce -26.2% | 8,157 | $386K |
| Hohimer Wealth Management, LLC | 0.08% | Reduce -23.0% | 7,578 | $359K |
| &partners | 0.02% | Add +23.4% | 7,458 | $353K |
| Stephen J. Garry & Associates, LLC | 0.35% | No change | 7,340 | $348K |
| BIP Wealth, LLC | 0.03% | Reduce -16.0% | 7,287 | $345K |
| Steel Grove Capital Advisors, LLC | 0.05% | No change | 7,225 | $342K |
| Hudson Capital Management LLC | 0.12% | Reduce -0.5% | 7,220 | $342K |
| Spirit of America Management Corp. | 0.07% | Add +424.5% | 7,081 | $335K |
| SC&H Financial Advisors, Inc. | 0.08% | Add +0.6% | 7,027 | $333K |
| Kelman-Lazarov, Inc. | 0.06% | No change | 6,736 | $319K |
| Cordgrass Capital Advisors, LLC | 0.10% | Add +3.5% | 6,599 | $313K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.7% | 6,522 | $309K |
| Modera Wealth Management, LLC | 0.00% | Add +0.9% | 6,410 | $304K |
| Provident Investment Management, Inc. | 0.03% | No change | 6,400 | $303K |
| WealthShield Partners, LLC | 0.04% | Add +3.0% | 6,232 | $295K |
| High Net Worth Advisory Group LLC | 0.09% | Reduce -14.2% | 6,193 | $293K |
| Priebe Wealth Holdings LLC | 0.23% | No change | 6,115 | $290K |
| Financial Synergies Wealth Advisors, Inc. | 0.04% | Reduce -90.7% | 6,081 | $288K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -3.4% | 6,060 | $287K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 6,000 | $284K |
| PFG Investments, LLC | 0.02% | Add +0.5% | 5,809 | $275K |
| Traynor Capital Management, Inc. | 0.02% | Reduce -4.5% | 5,801 | $275K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.3% | 5,762 | $273K |
| Magnolia Capital Advisors LLC | 0.15% | New | 5,696 | $270K |
| Regal Investment Advisors LLC | 0.02% | Add +30.5% | 5,621 | $266K |
| Valley National Advisers Inc. | 0.04% | Reduce -3.1% | 5,613 | $265K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | No change | 5,540 | $262K |
| MidAtlantic Capital Management, Inc. | 0.22% | No change | 5,493 | $260K |
| PFS Partners, LLC | 0.16% | No change | 5,432 | $257K |
| FAS Wealth Partners, Inc. | 0.02% | Reduce -16.7% | 5,354 | $254K |
| EdgeRock Capital LLC | 0.20% | Reduce -3.7% | 5,349 | $253K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 5,322 | $252K |
| Maltin Wealth Management, Inc. | 0.14% | Reduce -72.4% | 5,310 | $252K |
| Rede Wealth, LLC | 0.23% | Reduce -0.1% | 5,283 | $250K |
| Onyx Bridge Wealth Group LLC | 0.04% | Reduce -6.9% | 5,245 | $248K |
| Wealth Forward, LLC | 0.19% | No change | 5,042 | $239K |
| Flynn Zito Capital Management, LLC | 0.12% | New | 5,000 | $237K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | Add +1.5% | 4,962 | $235K |
| Ackerman Capital Advisors, LLC | 0.06% | No change | 4,912 | $233K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -6.9% | 4,897 | $232K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -69.3% | 4,847 | $230K |
| Arbor Trust Wealth Advisors, LLC | 0.12% | No change | 4,810 | $228K |
| EP Wealth Advisors, LLC | 0.00% | New | 4,787 | $227K |
| Certified Advisory Corp | 0.03% | Add +3.3% | 4,659 | $221K |
| Money Concepts Capital Corp. | 0.02% | Reduce -3.2% | 4,631 | $219K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -12.8% | 4,523 | $214K |
| Stratos Wealth Partners, LTD. | 0.00% | Reduce -14.8% | 4,407 | $209K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 4,400 | $208K |
| Schmidt P J Investment Management Inc. | 0.04% | Reduce -17.0% | 4,392 | $208K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.09% | New | 4,372 | $207K |
| Key Financial Inc | 0.05% | Add +7.9% | 4,351 | $206K |
| Spectrum Wealth Counsel, LLC | 0.03% | No change | 4,348 | $206K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -0.1% | 4,344 | $206K |
| Rice Partnership, LLC | 0.04% | New | 3,498 | $166K |
| Sandy Spring Bank | 0.01% | New | 2,754 | $130K |
| Bfsg, LLC | 0.02% | Add +2.5% | 2,582 | $122K |
| Clear Investment Research, LLC | 0.14% | Reduce -0.3% | 2,242 | $106K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -75.5% | 2,209 | $105K |
| Element Wealth, LLC | 0.06% | No change | 2,110 | $100K |
| Sachetta, LLC | 0.04% | Add +9.5% | 1,987 | $95K |
| Kopp Family Office, LLC | 0.06% | No change | 2,015 | $95K |
| Security National Bank | 0.01% | No change | 1,953 | $93K |
| Concourse Financial Group Securities, Inc. | 0.01% | Add +60.5% | 1,927 | $91K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,869 | $89K |
| Coppell Advisory Solutions LLC | 0.01% | — | 1,851 | $88K |
| Deutsche Bank AG | 0.00% | No change | 1,547 | $73K |
| Family Firm, Inc. | 0.02% | New | 1,431 | $68K |
| Lanark Financial, Inc. | 0.01% | Reduce -3.6% | 1,335 | $63K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.5% | 1,320 | $63K |
| Elevate Wealth Advisory, Inc. | 0.05% | Reduce -4.6% | 1,198 | $57K |
| Rothschild Investment LLC | 0.00% | Reduce -62.6% | 1,195 | $57K |
| Avior Wealth Management, LLC | 0.00% | Add +113.3% | 1,120 | $53K |
| Smartleaf Asset Management LLC | 0.01% | New | 1,057 | $50K |
| Larson Financial Group LLC | 0.00% | Add +386.5% | 1,012 | $48K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 975 | $46K |
| Citigroup Inc. | 0.00% | Add +0.8% | 959 | $45K |
| Archer Investment Corp | 0.01% | Add +4.1% | 936 | $44K |
| CoreCap Advisors, LLC | 0.00% | Reduce -1.5% | 918 | $43K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -31.3% | 765 | $36K |
| Bank of New Hampshire | 0.01% | No change | 745 | $35K |
| Capital Analysts, LLC | 0.00% | Add +77.1% | 749 | $35K |
| Bogart Wealth, LLC | 0.00% | Add +20.1% | 705 | $33K |
| IFP Advisors, Inc | 0.00% | Reduce -27.3% | 646 | $31K |
| ORG Partners LLC | 0.00% | New | 623 | $30K |
| Burkett Financial Services, LLC | 0.01% | Reduce -85.8% | 607 | $29K |
| 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 |
| Pacifica Partners Inc. | 0.01% | Reduce -49.5% | 524 | $25K |
| Regions Financial Corp. | 0.00% | No change | 501 | $24K |
| Transcendent Capital Group LLC | 0.01% | Reduce -4.8% | 493 | $23K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -74.4% | 488 | $23K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 480 | $23K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 472 | $22K |
| Realta Investment Advisors | 0.00% | Add +0.9% | 441 | $21K |
| FMR LLC | 0.00% | Reduce -77.5% | 433 | $21K |
| Ancora Advisors LLC | 0.00% | No change | 366 | $17K |
| Flputnam Investment Management Co. | 0.00% | New | 310 | $15K |
| Global Trust Asset Management, LLC | 0.01% | Reduce -50.0% | 300 | $14K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 265 | $13K |
| Parallel Advisors, LLC | 0.00% | Add +72.9% | 249 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 243 | $12K |
| Godsey & Gibb, Inc. | 0.00% | No change | 242 | $11K |
| Clearstead Trust, LLC | 0.00% | No change | 200 | $9K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +500.0% | 192 | $9K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 185 | $9K |
| Spire Wealth Management | 0.00% | Add +14.1% | 113 | $5K |
| Pineridge Advisors LLC | 0.00% | No change | 107 | $5K |
| Sound Financial Strategies Group, LLC | 0.00% | New | 101 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 100 | $5K |
| Sound Income Strategies, LLC | 0.00% | Add +200.0% | 72 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 54 | $3K |
| Hershey Financial Advisers, LLC | 0.00% | — | 57 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 50 | $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% | No change | 41 | $2K |
| Assetmark, Inc. | 0.00% | New | 32 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -92.9% | 32 | $2K |
| St Germain D J Co. Inc. | 0.00% | New | 26 | $1K |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -92.9% | 21 | $1K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 21 | $995 |
| Sunbelt Securities, Inc. | 0.00% | No change | 20 | $947 |
| HighMark Wealth Management LLC | 0.00% | No change | 14 | $663 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $234 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $143 |
| McClarren Financial Advisors, Inc. | 0.00% | Reduce -62.1% | 284 | $35 |
"% 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.