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 |
| Corient Private Wealth LP | 0.01% | Reduce -51.1% | 66,507 | $3.2M |
| Baker Avenue Asset Management, LP | 0.10% | Reduce -4.3% | 65,223 | $3.2M |
| Private Advisor Group, LLC | 0.02% | Add +3.0% | 64,454 | $3.1M |
| Prospera Financial Services Inc | 0.08% | Add +8.8% | 63,320 | $3.1M |
| Dentgroup LLC | 2.28% | Add +142.8% | 62,790 | $3.1M |
| Sound View Wealth Advisors Group, LLC | 0.23% | Add +3.8% | 57,763 | $2.8M |
| Legacy Private Trust Co. | 0.19% | Reduce -4.8% | 57,650 | $2.8M |
| Goldstone Financial Group, LLC | 0.47% | Reduce -20.6% | 56,035 | $2.7M |
| Rooted Wealth Advisors, Inc. | 1.20% | Reduce -52.4% | 55,657 | $2.7M |
| Samalin Investment Counsel, LLC | 1.16% | Add +2.6% | 54,513 | $2.7M |
| Smithfield Trust Co | 0.13% | Reduce -15.9% | 54,327 | $2.6M |
| Equitable Holdings, Inc. | 0.03% | Add +5.8% | 53,977 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -1.7% | 53,232 | $2.6M |
| Seeds Investor LLC | 0.91% | Add +83.8% | 50,127 | $2.4M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.4% | 48,358 | $2.3M |
| Investment Advisory Group, LLC | 0.80% | Add +1.8% | 47,202 | $2.3M |
| Wealth Dimensions Group, Ltd. | 0.58% | Reduce -0.3% | 47,092 | $2.3M |
| Valmark Advisers, Inc. | 0.04% | Reduce -1.6% | 46,933 | $2.3M |
| Studio Investment Management LLC | 0.47% | Reduce -9.5% | 46,231 | $2.3M |
| Rockbridge Investment Management, LCC | 0.28% | Reduce -13.3% | 44,389 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +0.1% | 43,893 | $2.1M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -16.0% | 43,570 | $2.1M |
| PDS Planning, Inc | 0.19% | Add +1.0% | 43,293 | $2.1M |
| Joseph Group Capital Management | 0.80% | Reduce -0.7% | 43,040 | $2.1M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -17.3% | 42,424 | $2.1M |
| TrueWealth Financial Partners | 1.24% | Add +2.1% | 42,236 | $2.1M |
| City Holding Co. | 0.28% | Reduce -2.7% | 41,792 | $2.0M |
| Charter Oak Capital Management, LLC | 0.19% | Add +1.4% | 41,679 | $2.0M |
| Stone House Investment Management, LLC | 0.39% | Add +3.1% | 39,238 | $1.9M |
| Betterment LLC | 0.00% | Add +1.4% | 39,238 | $1.9M |
| Richard W. Paul & Associates, LLC | 0.67% | Add +3.4% | 38,250 | $1.9M |
| Columbus Macro, LLC | 0.63% | Add +3.0% | 35,498 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.15% | Add +0.1% | 34,660 | $1.7M |
| HHM Wealth Advisors, LLC | 0.24% | Reduce -4.0% | 34,048 | $1.7M |
| Essex Financial Services, Inc. | 0.12% | Reduce -1.1% | 34,293 | $1.7M |
| Horizon Family Wealth, Inc. | 1.16% | Add +2.1% | 33,405 | $1.6M |
| Ironwood Investment Counsel, LLC | 0.26% | Reduce -9.7% | 32,544 | $1.6M |
| Cerity Partners LLC | 0.00% | Reduce -94.3% | 32,349 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -1.0% | 31,622 | $1.5M |
| Eukles Asset Management | 0.62% | Add +9.2% | 31,607 | $1.5M |
| Jane Street Group, LLC | 0.00% | Reduce -90.3% | 31,151 | $1.5M |
| FC Advisory LLC | 0.51% | Add +7.7% | 31,042 | $1.5M |
| Harbour Investments, Inc. | 0.05% | Reduce -6.0% | 30,847 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +1.9% | 30,697 | $1.5M |
| Rather & Kittrell, Inc. | 0.36% | Add +10.6% | 30,347 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +0.5% | 30,003 | $1.5M |
| Vantage Financial Partners, LLC | 0.36% | Reduce -71.3% | 29,938 | $1.5M |
| Oarsman Capital, Inc. | 0.27% | Add +11.7% | 29,537 | $1.4M |
| MKT Advisors LLC | 0.67% | Add +14.2% | 29,332 | $1.4M |
| Stifel Financial Corp. | 0.00% | Add +23.0% | 29,089 | $1.4M |
| Hill Island Financial LLC | 0.43% | Reduce -0.4% | 28,974 | $1.4M |
| Oppenheimer & Co. Inc. | 0.02% | Add +15.0% | 28,741 | $1.4M |
| Cambridge Associates LLC /Ma/ | 0.05% | Reduce -40.3% | 28,066 | $1.4M |
| Aptus Capital Advisors, LLC | 0.02% | New | 27,846 | $1.4M |
| Sunburst Financial Group, LLC | 0.34% | Reduce -1.9% | 27,846 | $1.4M |
| Darden Wealth Group Inc | 0.97% | Add +0.6% | 27,728 | $1.3M |
| First PREMIER Bank | 0.33% | Add +4.2% | 27,568 | $1.3M |
| Nwam LLC | 0.08% | New | 27,357 | $1.3M |
| Bellwether Advisors, LLC | 0.25% | Add +1.2% | 26,635 | $1.3M |
| Luts & Greenleigh Group, Inc. | 1.21% | Add +1.1% | 25,907 | $1.3M |
| Focus Partners Wealth | 0.00% | Reduce -93.3% | 15,564 | $1.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -12.9% | 25,127 | $1.2M |
| Blue Trust, Inc. | 0.02% | Reduce -10.2% | 25,769 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.17% | Add +11.3% | 24,658 | $1.2M |
| Summit Financial, LLC | 0.04% | Reduce -36.7% | 22,593 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -52.2% | 22,831 | $1.1M |
| Vicus Capital | 0.09% | Reduce -7.0% | 21,702 | $1.1M |
| Global Retirement Partners, LLC | 0.03% | Reduce -2.3% | 21,579 | $1.1M |
| Advisory Services Network, LLC | 0.02% | No change | 22,082 | $1.0M |
| Sheets Smith Wealth Management | 0.13% | Add +8.5% | 21,130 | $1.0M |
| Delta Financial Group, Inc. | 0.38% | Reduce -6.2% | 20,906 | $1.0M |
| Composition Wealth, LLC | 0.02% | Reduce -80.9% | 20,855 | $1.0M |
| Western Wealth Management, LLC | 0.06% | Reduce -7.1% | 20,192 | $983K |
| Headinvest, LLC | 0.18% | No change | 20,107 | $979K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +2.4% | 20,032 | $975K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -5.6% | 19,943 | $971K |
| Berger Financial Group, Inc | 0.07% | Add +1.2% | 19,204 | $935K |
| Janney Montgomery Scott LLC | 0.00% | No change | 18,513 | $901K |
| Quad-Cities Investment Group, LLC | 0.45% | Add +9.9% | 18,279 | $890K |
| ABLE Financial Group, LLC | 0.27% | Reduce -2.3% | 17,930 | $873K |
| GYL Financial Synergies, LLC | 0.06% | Reduce -60.6% | 17,701 | $862K |
| Commonwealth Financial Services, LLC | 0.17% | Add +6.0% | 17,467 | $848K |
| Squarepoint Ops LLC | 0.00% | Add +27.6% | 17,302 | $842K |
| Old North State Trust, LLC | 0.67% | Reduce -72.6% | 16,986 | $827K |
| Mattern Capital Management, LLC | 0.10% | Add +23.9% | 16,511 | $804K |
| Comerica Bank | 0.00% | Add +4.7% | 16,280 | $793K |
| Cwm, LLC | 0.00% | Add +1.4% | 16,189 | $788K |
| Secured Retirement Advisors, LLC | 0.56% | Reduce -8.3% | 15,980 | $778K |
| Cable Hill Partners, LLC | 0.08% | Add +0.6% | 15,976 | $778K |
| Beacon Financial Advisory LLC | 0.26% | Reduce -1.4% | 15,706 | $765K |
| Integrated Wealth Concepts LLC | 0.01% | Add +12.6% | 15,611 | $760K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.35% | Reduce -3.2% | 15,595 | $759K |
| Choreo, LLC | 0.01% | Add +45.6% | 15,533 | $757K |
| Park Avenue Securities LLC | 0.01% | Reduce -10.6% | 15,538 | $756K |
| Blair William & Co. | 0.00% | Add +1.7% | 15,348 | $747K |
| Hilltop Holdings Inc. | 0.05% | Reduce -36.7% | 14,929 | $727K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -6.5% | 14,907 | $726K |
| Diversified Portfolios, Inc. | 0.08% | Reduce -7.0% | 14,837 | $722K |
| Eaton Financial Holdings Company, LLC | 0.29% | — | 14,671 | $714K |
| Smith & Howard Wealth Management, LLC | 0.20% | Reduce -1.9% | 14,539 | $708K |
| Washington Trust Bank | 0.07% | No change | 14,346 | $698K |
| Colonial Trust Co / SC | 0.11% | Reduce -19.7% | 14,132 | $688K |
| National Bank of Canada | 0.00% | Add +13.8% | 14,063 | $685K |
| US Bancorp \de | 0.00% | No change | 13,653 | $665K |
| Wealthfront Advisers LLC | 0.00% | Add +0.8% | 13,577 | $661K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +10.7% | 13,495 | $657K |
| Raymond James Trust N.A. | 0.01% | Reduce -16.1% | 13,233 | $644K |
| HB Wealth Management, LLC | 0.01% | New | 12,819 | $624K |
| Colonial Trust Advisors | 0.05% | Reduce -7.1% | 12,630 | $615K |
| Onyx Bridge Wealth Group LLC | 0.09% | Add +136.8% | 12,422 | $605K |
| Truist Financial Corp. | 0.00% | Add +32.0% | 12,254 | $597K |
| Pine Haven Investment Counsel, Inc | 0.48% | Add +32.6% | 12,205 | $594K |
| Leavell Investment Management, Inc. | 0.03% | Add +4.3% | 12,184 | $593K |
| Evensky & Katz LLC | 0.04% | Add +0.8% | 11,850 | $577K |
| Maryland Capital Advisors Inc. | 0.27% | Reduce -0.9% | 11,602 | $565K |
| McClarren Financial Advisors, Inc. | 0.07% | Add +5682.0% | 16,421 | $540K |
| Arlington Trust Co LLC | 0.12% | No change | 10,900 | $531K |
| Northwest Capital Management Inc | 0.19% | No change | 10,643 | $518K |
| Opus Capital Group, LLC | 0.06% | Add +6.8% | 10,220 | $498K |
| Northern Trust Corp. | 0.00% | No change | 10,077 | $491K |
| Chicago Partners Investment Group LLC | 0.02% | Add +1.0% | 10,086 | $485K |
| Capital Market Strategies LLC | 0.29% | Reduce -0.5% | 9,884 | $481K |
| Global Financial Private Client, LLC | 0.19% | No change | 9,752 | $475K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 9,400 | $458K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +3.7% | 9,169 | $446K |
| Legacy Capital Wealth Partners, LLC | 0.09% | No change | 9,117 | $444K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -63.1% | 9,081 | $442K |
| Wellington Wealth Strategies, LLC. | 0.32% | New | 8,803 | $423K |
| Stephens Consulting, LLC | 0.11% | Reduce -3.8% | 8,535 | $415K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.4% | 8,512 | $414K |
| TD Waterhouse Canada Inc. | 0.00% | No change | 8,489 | $412K |
| Level Four Advisory Services, LLC | 0.02% | Reduce -28.3% | 8,264 | $397K |
| Strategic Financial Partners, Ltd. | 0.20% | Reduce -3.3% | 7,887 | $384K |
| LVZ, Inc. | 0.05% | Reduce -8.5% | 7,696 | $375K |
| Williams & Novak, LLC | 0.34% | Reduce -63.8% | 7,385 | $360K |
| Savant Capital, LLC | 0.00% | Reduce -27.3% | 7,234 | $352K |
| Spirit of America Management Corp. | 0.07% | Reduce -1.2% | 6,997 | $341K |
| SC&H Financial Advisors, Inc. | 0.07% | Reduce -0.6% | 6,983 | $340K |
| Kelman-Lazarov, Inc. | 0.06% | No change | 6,736 | $328K |
| Coldstream Capital Management Inc. | 0.01% | Add +54.8% | 6,725 | $327K |
| Hohimer Wealth Management, LLC | 0.07% | Reduce -11.4% | 6,712 | $327K |
| Stephen J. Garry & Associates, LLC | 0.30% | Reduce -10.2% | 6,590 | $321K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.7% | 6,567 | $320K |
| Steel Grove Capital Advisors, LLC | 0.04% | Reduce -10.1% | 6,495 | $317K |
| Priebe Wealth Holdings LLC | 0.22% | No change | 6,115 | $298K |
| WealthShield Partners, LLC | 0.04% | Reduce -2.1% | 6,101 | $297K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.6% | 6,098 | $297K |
| Regal Investment Advisors LLC | 0.02% | Add +7.5% | 6,040 | $294K |
| Sheaff Brock Investment Advisors, LLC | 0.03% | No change | 6,000 | $292K |
| Affinity Capital Advisors, LLC | 0.06% | Reduce -28.9% | 5,954 | $290K |
| &partners | 0.01% | Reduce -20.2% | 5,950 | $288K |
| PFG Investments, LLC | 0.02% | Add +1.6% | 5,900 | $287K |
| Modera Wealth Management, LLC | 0.00% | Reduce -9.1% | 5,829 | $284K |
| Magnolia Capital Advisors LLC | 0.14% | Add +1.6% | 5,786 | $282K |
| FAS Wealth Partners, Inc. | 0.02% | Add +4.2% | 5,580 | $272K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | No change | 5,540 | $270K |
| Cordgrass Capital Advisors, LLC | 0.08% | Reduce -16.1% | 5,539 | $270K |
| Flynn Zito Capital Management, LLC | 0.13% | Add +10.6% | 5,528 | $269K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -4.3% | 5,512 | $268K |
| MidAtlantic Capital Management, Inc. | 0.19% | Reduce -0.4% | 5,471 | $266K |
| Rede Wealth, LLC | 0.10% | Add +3.4% | 5,461 | $266K |
| PFS Partners, LLC | 0.15% | No change | 5,432 | $264K |
| EdgeRock Capital LLC | 0.18% | Add +0.1% | 5,355 | $261K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 5,322 | $259K |
| Valley National Advisers Inc. | 0.05% | Reduce -5.1% | 5,325 | $259K |
| Money Concepts Capital Corp. | 0.02% | Add +14.4% | 5,296 | $258K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | Add +5.8% | 5,249 | $256K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.10% | Add +16.7% | 5,104 | $248K |
| Empower Advisory Group, LLC | 0.00% | New | 5,072 | $247K |
| Wealth Forward, LLC | 0.17% | No change | 5,042 | $245K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +0.3% | 4,912 | $239K |
| Hudson Capital Management LLC | 0.08% | Reduce -33.9% | 4,771 | $232K |
| Arbor Trust Wealth Advisors, LLC | 0.12% | No change | 4,810 | $228K |
| Certified Advisory Corp | 0.03% | No change | 4,659 | $227K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +0.9% | 4,563 | $222K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -6.7% | 4,521 | $220K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +2.1% | 4,491 | $219K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +0.1% | 4,410 | $215K |
| Sfmg, LLC | 0.02% | New | 4,403 | $214K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 4,392 | $214K |
| Holderness Investments Co. | 0.05% | New | 4,379 | $213K |
| BIP Wealth, LLC | 0.01% | Reduce -39.9% | 4,378 | $213K |
| Key Financial Inc | 0.05% | No change | 4,351 | $212K |
| Spectrum Wealth Counsel, LLC | 0.03% | No change | 4,348 | $212K |
| IHT Wealth Management, LLC | 0.01% | New | 4,321 | $210K |
| Mach-1 Financial Group, LLC | 0.13% | New | 4,282 | $208K |
| Brandywine Oak Private Wealth LLC | 0.02% | New | 4,134 | $201K |
| Rice Partnership, LLC | 0.03% | Reduce -1.8% | 3,435 | $167K |
| Peterson Wealth Services | 0.05% | New | 3,302 | $161K |
| Centaurus Financial, Inc. | 0.01% | Reduce -73.2% | 3,216 | $157K |
| FMR LLC | 0.00% | Add +556.1% | 2,841 | $138K |
| Northwest Investment Counselors, LLC | 0.03% | New | 2,662 | $130K |
| Security National Bank | 0.02% | Add +31.0% | 2,559 | $125K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +89.4% | 2,500 | $122K |
| Bfsg, LLC | 0.01% | Reduce -4.3% | 2,470 | $120K |
| Element Wealth, LLC | 0.05% | No change | 2,110 | $103K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -8.1% | 2,030 | $99K |
| Kopp Family Office, LLC | 0.06% | No change | 2,015 | $98K |
| Sachetta, LLC | 0.04% | No change | 1,987 | $97K |
| Clear Investment Research, LLC | 0.12% | Reduce -13.2% | 1,947 | $95K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,869 | $91K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 1,614 | $79K |
| Deutsche Bank AG | 0.00% | No change | 1,547 | $75K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 1,198 | $58K |
| Rothschild Investment LLC | 0.00% | No change | 1,195 | $58K |
| Lanark Financial, Inc. | 0.00% | Reduce -9.4% | 1,210 | $58K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -39.5% | 1,165 | $57K |
| Avior Wealth Management, LLC | 0.00% | Add +0.8% | 1,129 | $55K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +14.2% | 1,113 | $54K |
| Larson Financial Group LLC | 0.00% | No change | 1,012 | $49K |
| Archer Investment Corp | 0.01% | Add +6.4% | 996 | $48K |
| Bogart Wealth, LLC | 0.00% | Add +40.7% | 992 | $48K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -11.7% | 933 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | Add +9.4% | 837 | $41K |
| Spire Wealth Management | 0.00% | Add +590.3% | 780 | $38K |
| Capital Analysts, LLC | 0.00% | No change | 749 | $36K |
| Burkett Financial Services, LLC | 0.01% | Add +4.8% | 636 | $31K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +19.0% | 571 | $28K |
| Franklin Resources Inc. | 0.00% | No change | 575 | $28K |
| Pacifica Partners Inc. | 0.01% | Add +0.9% | 529 | $26K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | No change | 532 | $25K |
| Transcendent Capital Group LLC | 0.01% | Add +1.0% | 498 | $24K |
| Regions Financial Corp. | 0.00% | No change | 501 | $24K |
| Farther Finance Advisors, LLC | 0.00% | No change | 488 | $24K |
| IFP Advisors, Inc | 0.00% | Reduce -25.1% | 484 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 472 | $23K |
| Creative Financial Designs Inc. | 0.00% | Reduce -14.4% | 464 | $23K |
| ORG Partners LLC | 0.00% | Reduce -33.1% | 417 | $20K |
| Rise Advisors, LLC | 0.01% | Reduce -95.3% | 413 | $20K |
| Ancora Advisors LLC | 0.00% | No change | 366 | $18K |
| CoreCap Advisors, LLC | 0.00% | Reduce -64.4% | 327 | $16K |
| Global Trust Asset Management, LLC | 0.01% | No change | 300 | $15K |
| First Horizon Advisors, Inc. | 0.00% | New | 274 | $13K |
| FinTrust Capital Advisors, LLC | 0.00% | No change | 265 | $13K |
| Citigroup Inc. | 0.00% | Reduce -74.5% | 245 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 243 | $12K |
| Godsey & Gibb, Inc. | 0.00% | No change | 242 | $12K |
| Fortitude Family Office, LLC | 0.00% | New | 206 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 185 | $9K |
| Clearstead Trust, LLC | 0.00% | Reduce -12.5% | 175 | $9K |
| Bank of New Hampshire | 0.00% | Reduce -77.3% | 169 | $8K |
| Pineridge Advisors LLC | 0.00% | No change | 107 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -58.6% | 103 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 100 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -51.6% | 93 | $5K |
| Horizon Investments, LLC | 0.00% | Reduce -100.0% | 71 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Reduce -1.9% | 53 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 50 | $2K |
| Global Wealth Strategies & Associates | 0.00% | No change | 45 | $2K |
| Assetmark, Inc. | 0.00% | No change | 32 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 32 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 20 | $974 |
| HighMark Wealth Management LLC | 0.00% | No change | 14 | $682 |
| Winch Advisory Services, LLC | 0.00% | New | 12 | $586 |
| Legacy Investment Solutions, LLC | 0.00% | — | 12 | $575 |
| Legacy Wealth Managment, LLC | 0.00% | — | 12 | $575 |
| Earned Wealth Advisors, LLC | 0.00% | New | 10 | $487 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $243 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $147 |
"% 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.