iShares Core 1-5 Year Usd BoISTBETF
13F holders, Q3 2024 (September 30)359holders −11
19new positions
31sold out
2famous investors
$48.66avg. 13F price*
At the end of Q3 2024, 359 institutions reported holding iShares Core 1-5 Year Usd Bo (ISTB) in their 13F filings, down 11 from Q2 2024. 19 opened new positions and 31 sold out. The largest holders were Acorns Advisers, LLC ($498.0M), State of Wisconsin Investment Board ($235.6M) and Trust Point Inc. ($152.7M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $20.9M |
| Exits | 31 | $59.8M |
All 13F filers, Q2 2024 → Q3 2024: 3,645,436 shares bought and 5,108,651 shares sold, net −1,463,215 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 359 holders
| Acorns Advisers, LLC | 4.92% | Add +4.9% | 10,230,639 | $498.0M |
| State of Wisconsin Investment Board | 0.59% | No change | 4,840,325 | $235.6M |
| Trust Point Inc. | 11.46% | Add +1.1% | 3,136,503 | $152.7M |
| Charles Schwab Investment Management Inc. | 0.03% | Reduce -2.0% | 3,057,044 | $148.8M |
| BlackRock, Inc. | 0.00% | — | 2,209,971 | $107.6M |
| Raymond James Financial Services Advisors, Inc. | 0.10% | Add +154.0% | 1,499,182 | $73.0M |
| Spinnaker Trust | 3.88% | Add +3.8% | 1,294,406 | $63.0M |
| Mariner, LLC | 0.09% | Add +1.3% | 1,072,534 | $52.2M |
| Townsend & Associates, Inc | 4.96% | Add +3.7% | 1,005,279 | $48.3M |
| Bank of America Corp. | 0.00% | Reduce -37.0% | 889,294 | $43.3M |
| Cahaba Wealth Management, Inc. | 3.54% | Add +4.5% | 882,203 | $42.9M |
| UBS Group AG | 0.01% | Reduce -7.6% | 852,887 | $41.5M |
| Royal Bank of Canada | 0.01% | Reduce -20.1% | 847,319 | $41.2M |
| JPMorgan Chase & Co. | 0.00% | Add +1.1% | 700,762 | $34.1M |
| MBL Wealth, LLC | 3.59% | Add +1.0% | 684,581 | $33.3M |
| Morgan Stanley | 0.00% | Reduce -0.4% | 622,243 | $30.3M |
| Jones Financial Companies LLLP | 0.03% | Add +5.0% | 620,289 | $30.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.7% | 579,469 | $28.2M |
| LPL Financial LLC | 0.01% | Add +0.9% | 565,927 | $27.5M |
| Wells Fargo & Company | 0.01% | Add +3.0% | 555,462 | $27.0M |
| Destination Wealth Management | 0.81% | Add +2.9% | 534,405 | $26.0M |
| Cim, LLC | 3.64% | Add +0.1% | 519,439 | $25.3M |
| Courage Miller Partners, LLC | 8.25% | Add +4.7% | 504,297 | $24.5M |
| Geneos Wealth Management Inc. | 0.93% | Add +8.2% | 502,932 | $24.5M |
| Koss-Olinger Consulting, LLC | 1.98% | Add +0.7% | 469,408 | $22.9M |
| Ameriprise Financial Inc. | 0.01% | Add +16.8% | 443,974 | $21.6M |
| FPC Investment Advisory, Inc. | 18.02% | Add +152.8% | 440,929 | $21.2M |
| Johnson Financial Group, Inc. | 0.89% | Add +4.3% | 399,542 | $19.4M |
| Pittenger & Anderson Inc. | 0.72% | Add +9.6% | 392,713 | $19.1M |
| Raymond James & Associates | 0.01% | Reduce -69.2% | 360,505 | $17.5M |
| Beacon Pointe Advisors, LLC | 0.19% | Add +7.0% | 344,315 | $16.8M |
| Opal Wealth Advisors, LLC | 5.13% | Add +11.7% | 336,320 | $16.4M |
| Capital Insight Partners, LLC | 2.63% | Add +1.1% | 309,025 | $15.0M |
| Hunter Associates Investment Management LLC | 2.27% | Add +8.2% | 302,082 | $14.7M |
| Phillips Financial Management, LLC | 1.07% | Reduce -7.8% | 283,096 | $13.8M |
| HighTower Advisors, LLC | 0.02% | Add +4.5% | 274,619 | $13.4M |
| DORVAL Corp | 5.30% | Add +36.6% | 266,607 | $12.9M |
| Argent Advisors, Inc. | 4.70% | Add +620.7% | 259,643 | $12.6M |
| Lineweaver Wealth Advisors, LLC | 2.40% | Add +7.7% | 259,363 | $12.6M |
| Abundance Wealth Counselors | 2.45% | Add +41.5% | 243,287 | $11.8M |
| Renaissance Technologies | 0.02% | Add +118.3% | 241,461 | $11.8M |
| Omega Financial Group, LLC | 4.43% | Reduce -1.9% | 240,360 | $11.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +6.5% | 232,104 | $11.3M |
| Orion Porfolio Solutions, LLC | 0.11% | Reduce -3.8% | 232,053 | $11.3M |
| Orion Portfolio Solutions, LLC | 0.11% | Reduce -3.8% | 232,053 | $11.3M |
| Creative Planning | 0.01% | Reduce -2.8% | 229,064 | $11.2M |
| Alexander Randolph Advisory, Inc. | 9.49% | Reduce -1.5% | 220,192 | $10.7M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -9.6% | 212,021 | $10.3M |
| Wealth Management Resources, Inc. | 4.02% | Add +1.4% | 205,971 | $10.0M |
| Bank of Montreal | 0.00% | Add +4.5% | 202,451 | $9.9M |
| McKinley Carter Wealth Services, Inc. | 0.59% | Add +3.8% | 200,022 | $9.7M |
| Osaic Holdings, Inc. | 0.02% | Add +5.8% | 184,196 | $9.0M |
| IRON Financial LLC | 4.85% | Add +7.3% | 183,061 | $8.9M |
| Cranbrook Wealth Management, LLC | 1.92% | Reduce -2.7% | 172,787 | $8.4M |
| Morris Financial Concepts, Inc. | 3.51% | Add +0.1% | 167,754 | $8.2M |
| Boston Mountain Money Management Inc. | 4.71% | Add +5.9% | 166,724 | $8.1M |
| Boyd Wealth Management, LLC | 3.97% | New | 161,080 | $7.8M |
| Arkansas Financial Group, Inc. | 1.28% | Reduce -7.9% | 161,049 | $7.8M |
| Values First Advisors, Inc. | 4.13% | New | 156,350 | $7.6M |
| CGN Advisors LLC | 0.75% | Add +21.5% | 153,376 | $7.5M |
| Wescott Financial Advisory Group, LLC | 0.79% | Add +7.5% | 151,810 | $7.4M |
| Buttonwood Financial Advisors Inc. | 3.19% | Add +9.4% | 150,426 | $7.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -9.3% | 145,061 | $7.1M |
| Advisor OS, LLC | 0.67% | Add +7.4% | 137,760 | $6.7M |
| Brio Consultants, LLC | 1.06% | Reduce -2.4% | 136,799 | $6.7M |
| Hoxton Planning & Management, LLC | 2.52% | Add +3.9% | 133,671 | $6.5M |
| Providence First Trust Co | 2.71% | Reduce -0.3% | 131,365 | $6.4M |
| Sterling Investment Advisors LLC | 3.48% | Add +5.6% | 127,199 | $6.2M |
| Bluestem Financial Advisors, LLC | 2.83% | Reduce -12.4% | 124,394 | $6.1M |
| MJP Associates Inc. | 1.14% | Add +8.8% | 123,737 | $6.0M |
| MML Investors Services, LLC | 0.02% | Reduce -16.6% | 123,035 | $6.0M |
| Cetera Investment Advisers | 0.01% | Add +20.4% | 119,157 | $5.8M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -2.5% | 117,821 | $5.7M |
| Lakeridge Wealth Management LLC | 3.14% | Add +24.4% | 117,330 | $5.7M |
| Corepath Wealth Partners LLC | 5.54% | Add +3.5% | 118,322 | $5.7M |
| JGP Wealth Management, LLC | 0.71% | Add +2.1% | 113,976 | $5.5M |
| KFA Private Wealth Group, LLC | 2.64% | Add +124.5% | 113,817 | $5.5M |
| Fonville Wealth Management LLC | 1.81% | Add +2.3% | 107,693 | $5.2M |
| Baker Ellis Asset Management LLC | 0.72% | Add +4.2% | 104,400 | $5.1M |
| Fiduciary Group, LLC | 0.47% | Reduce -29.4% | 95,928 | $4.7M |
| Mather Group, Llc. | 0.06% | Reduce -7.8% | 94,842 | $4.6M |
| TD Capital Management LLC | 0.45% | Reduce -5.3% | 92,693 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +0.3% | 90,848 | $4.4M |
| Lutz Financial Services LLC | 0.36% | Add +9.8% | 90,492 | $4.4M |
| C M Bidwell & Associates Ltd. | 2.69% | Add +0.9% | 90,480 | $4.4M |
| First Hawaiian Bank | 0.14% | Add +1.0% | 87,310 | $4.3M |
| BCGM Wealth Management, LLC | 1.29% | Add +3.6% | 81,597 | $4.0M |
| Eldridge Investment Advisors, Inc. | 0.92% | Add +30.8% | 80,549 | $3.9M |
| Cannon Financial Strategists, Inc. | 0.68% | Reduce -0.3% | 80,266 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +7.1% | 79,443 | $3.9M |
| PNC Financial Services Group, Inc. | 0.00% | Add +4.6% | 78,866 | $3.8M |
| Principal Securities, Inc. | 0.09% | Add +11.5% | 78,812 | $3.8M |
| AtlasMark Financial, Inc | 3.55% | — | 78,420 | $3.8M |
| Summit Wealth Partners, LLC | 0.72% | Reduce -0.8% | 77,039 | $3.8M |
| Peoples Bank | 1.89% | Reduce -2.5% | 76,181 | $3.7M |
| Citadel Advisors | 0.00% | Reduce -15.1% | 74,450 | $3.6M |
| Natixis Advisors, LLC | 0.01% | Add +13.5% | 74,285 | $3.6M |
| LJI Wealth Management, LLC | 0.69% | Reduce -1.9% | 69,387 | $3.4M |
| Allworth Financial LP | 0.02% | Add +17.1% | 67,805 | $3.3M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -4.7% | 67,693 | $3.3M |
"% 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.