iShares Core 1-5 Year Usd BoISTBETF
13F holders, Q4 2024 (December 31)382holders +23
26new positions
23sold out
1famous investor
$47.78avg. 13F price*
At the end of Q4 2024, 382 institutions reported holding iShares Core 1-5 Year Usd Bo (ISTB) in their 13F filings, up 23 from Q3 2024. 26 opened new positions and 23 sold out. The largest holders were Acorns Advisers, LLC ($512.5M), State of Wisconsin Investment Board ($241.0M) and Trust Point Inc. ($162.5M). One famous investor held it 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
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 26 | $19.7M |
| Exits | 23 | $13.2M |
All 13F filers, Q3 2024 → Q4 2024: 4,660,756 shares bought and 1,301,675 shares sold, net +3,359,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 382 holders
| Acorns Advisers, LLC | 4.97% | Add +4.9% | 10,728,367 | $512.5M |
| State of Wisconsin Investment Board | 0.62% | Add +4.2% | 5,045,625 | $241.0M |
| Trust Point Inc. | 11.27% | Add +8.5% | 3,402,553 | $162.5M |
| BlackRock, Inc. | 0.00% | Add +43.5% | 3,171,055 | $151.5M |
| Charles Schwab Investment Management Inc. | 0.03% | Add +0.4% | 3,068,324 | $146.6M |
| Raymond James Financial Inc. | 0.03% | — | 1,899,925 | $90.8M |
| Spinnaker Trust | 4.53% | Add +16.3% | 1,504,770 | $71.9M |
| Mariner, LLC | 0.09% | Add +5.6% | 1,132,511 | $54.1M |
| Townsend & Associates, Inc | 5.03% | Add +2.0% | 1,025,796 | $49.1M |
| Morgan Stanley | 0.00% | Add +62.2% | 1,009,239 | $48.2M |
| Cahaba Wealth Management, Inc. | 3.66% | Add +4.9% | 925,379 | $44.2M |
| UBS Group AG | 0.01% | Add +2.9% | 877,893 | $41.9M |
| Bank of America Corp. | 0.00% | Reduce -13.8% | 766,894 | $36.6M |
| JPMorgan Chase & Co. | 0.00% | Add +9.4% | 766,731 | $36.6M |
| MBL Wealth, LLC | 3.42% | Add +4.1% | 712,348 | $34.0M |
| Jones Financial Companies LLLP | 0.03% | Add +11.3% | 690,202 | $33.0M |
| LPL Financial LLC | 0.01% | Add +15.8% | 655,534 | $31.3M |
| Royal Bank of Canada | 0.01% | Reduce -28.3% | 607,626 | $29.0M |
| Wells Fargo & Company | 0.01% | Add +7.7% | 598,274 | $28.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.1% | 597,640 | $28.5M |
| Destination Wealth Management | 0.80% | Add +0.8% | 538,537 | $25.7M |
| Cim, LLC | 3.65% | Add +3.3% | 536,611 | $25.6M |
| Ameriprise Financial Inc. | 0.01% | Add +18.5% | 525,942 | $25.1M |
| Courage Miller Partners, LLC | 8.48% | Add +2.9% | 518,656 | $24.8M |
| Geneos Wealth Management Inc. | 0.82% | Reduce -2.5% | 490,163 | $23.4M |
| Koss-Olinger Consulting, LLC | 2.04% | Add +3.6% | 486,104 | $23.2M |
| FPC Investment Advisory, Inc. | 16.12% | Add +4.1% | 458,904 | $22.0M |
| Pittenger & Anderson Inc. | 0.74% | Add +8.7% | 426,710 | $20.4M |
| Beacon Pointe Advisors, LLC | 0.18% | Reduce -0.6% | 342,410 | $16.4M |
| Opal Wealth Advisors, LLC | 4.88% | Add +1.3% | 340,591 | $16.3M |
| Hunter Associates Investment Management LLC | 2.47% | Add +12.7% | 340,370 | $16.2M |
| Johnson Financial Group, Inc. | 0.76% | Reduce -16.5% | 333,444 | $16.0M |
| Capital Insight Partners, LLC | 2.63% | Add +3.1% | 318,526 | $15.2M |
| Wealth Management Resources, Inc. | 5.23% | Add +43.9% | 296,477 | $14.2M |
| DORVAL Corp | 5.27% | Add +4.1% | 277,511 | $13.3M |
| Argent Advisors, Inc. | 4.88% | Add +6.2% | 275,806 | $13.2M |
| Omega Financial Group, LLC | 4.72% | Add +8.6% | 261,070 | $12.5M |
| Thrivent Financial for Lutherans | 0.02% | Add +5.2% | 244,090 | $11.7M |
| Boyd Wealth Management, LLC | 5.75% | Add +51.5% | 244,111 | $11.7M |
| Abundance Wealth Counselors | 2.53% | Add +0.1% | 243,596 | $11.6M |
| Renaissance Technologies | 0.02% | Reduce -6.8% | 225,012 | $10.7M |
| Creative Planning | 0.01% | Reduce -3.5% | 221,146 | $10.6M |
| IRON Financial LLC | 5.81% | Add +18.4% | 216,650 | $10.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.9% | 213,999 | $10.2M |
| McKinley Carter Wealth Services, Inc. | 0.62% | Add +6.4% | 212,797 | $10.2M |
| Phillips Financial Management, LLC | 0.79% | Reduce -25.6% | 210,743 | $10.1M |
| Lineweaver Wealth Advisors, LLC | 1.83% | Reduce -20.3% | 206,719 | $9.9M |
| Orion Porfolio Solutions, LLC | 0.10% | Reduce -11.0% | 206,499 | $9.9M |
| Orion Portfolio Solutions, LLC | 0.10% | Reduce -11.0% | 206,499 | $9.9M |
| Osaic Holdings, Inc. | 0.02% | Add +12.0% | 206,341 | $9.9M |
| Alexander Randolph Advisory, Inc. | 9.08% | Reduce -6.9% | 205,068 | $9.8M |
| Bank of Montreal | 0.00% | Add +0.6% | 203,646 | $9.7M |
| Bank of New York Mellon Corp | 0.00% | New | 198,686 | $9.5M |
| Lakeridge Wealth Management LLC | 4.76% | Add +64.5% | 193,014 | $9.2M |
| CGN Advisors LLC | 0.84% | Add +17.9% | 180,896 | $8.6M |
| Wescott Financial Advisory Group, LLC | 0.85% | Add +13.6% | 172,389 | $8.2M |
| Morris Financial Concepts, Inc. | 3.46% | Add +0.7% | 168,910 | $8.1M |
| Cranbrook Wealth Management, LLC | 1.84% | Reduce -3.6% | 166,542 | $8.0M |
| Fiduciary Advisors, Inc. | 7.96% | — | 165,641 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -39.9% | 164,932 | $7.9M |
| Buttonwood Financial Advisors Inc. | 3.42% | Add +8.4% | 163,016 | $7.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +7.0% | 155,190 | $7.4M |
| Arkansas Financial Group, Inc. | 1.17% | Reduce -6.1% | 151,249 | $7.2M |
| Advisor OS, LLC | 0.80% | Add +4.6% | 144,075 | $6.9M |
| Hoxton Planning & Management, LLC | 2.55% | Add +4.4% | 139,545 | $6.7M |
| KFA Private Wealth Group, LLC | 2.73% | Add +20.1% | 136,655 | $6.5M |
| Factor Wealth Management LTD | 2.15% | — | 135,677 | $6.5M |
| Cetera Investment Advisers | 0.01% | Add +13.2% | 134,890 | $6.4M |
| Brio Consultants, LLC | 0.99% | Reduce -3.0% | 132,702 | $6.3M |
| Providence First Trust Co | 2.36% | No change | 131,365 | $6.3M |
| Sterling Investment Advisors LLC | 3.64% | Add +2.5% | 130,445 | $6.2M |
| Fonville Wealth Management LLC | 2.04% | Add +20.2% | 129,489 | $6.2M |
| Values First Advisors, Inc. | 3.40% | Reduce -17.3% | 129,274 | $6.2M |
| MML Investors Services, LLC | 0.02% | Add +4.2% | 128,197 | $6.1M |
| MJP Associates Inc. | 1.10% | Add +3.5% | 128,076 | $6.1M |
| JGP Wealth Management, LLC | 0.74% | Add +5.8% | 120,606 | $5.8M |
| Corepath Wealth Partners LLC | 5.60% | Add +1.9% | 120,608 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.05% | Reduce -0.6% | 117,091 | $5.6M |
| Strategic Financial Partners, Ltd. | 2.78% | Add +1347.5% | 114,166 | $5.5M |
| Bluestem Financial Advisors, LLC | 2.52% | Reduce -10.0% | 111,905 | $5.3M |
| Baker Ellis Asset Management LLC | 0.76% | Add +3.0% | 107,503 | $5.1M |
| Eldridge Investment Advisors, Inc. | 1.07% | Add +19.2% | 96,044 | $4.6M |
| C M Bidwell & Associates Ltd. | 2.79% | Add +6.1% | 95,998 | $4.6M |
| Principal Securities, Inc. | 0.10% | Add +20.6% | 95,023 | $4.5M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.1% | 94,549 | $4.5M |
| Mather Group, Llc. | 0.06% | Reduce -1.7% | 93,264 | $4.5M |
| Lutz Financial Services LLC | 0.35% | Add +0.2% | 90,702 | $4.3M |
| First Hawaiian Bank | 0.14% | Add +1.3% | 88,465 | $4.2M |
| Fiduciary Group, LLC | 0.41% | Reduce -10.4% | 85,973 | $4.1M |
| BCGM Wealth Management, LLC | 1.27% | Add +2.8% | 83,862 | $4.0M |
| Cannon Financial Strategists, Inc. | 0.69% | Add +4.2% | 83,651 | $4.0M |
| Natixis Advisors, LLC | 0.01% | Add +12.4% | 83,494 | $4.0M |
| TD Capital Management LLC | 0.40% | Reduce -10.9% | 82,576 | $3.9M |
| Goldman Sachs Group Inc. | 0.00% | Add +3.5% | 82,207 | $3.9M |
| AtlasMark Financial, Inc | 3.46% | Add +0.6% | 78,916 | $3.8M |
| Peoples Bank | 2.19% | Add +2.2% | 77,832 | $3.7M |
| Summit Wealth Partners, LLC | 0.75% | Reduce -0.2% | 76,867 | $3.7M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -4.0% | 75,684 | $3.6M |
| Legacy Private Trust Co. | 0.23% | Add +30.3% | 75,126 | $3.6M |
| Dentgroup LLC | 2.73% | Add +19.3% | 74,877 | $3.6M |
"% 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.