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 |
| Rooted Wealth Advisors, Inc. | 1.34% | Add +28.7% | 71,629 | $3.4M |
| OneDigital Investment Advisors LLC | 0.04% | Add +2.3% | 69,275 | $3.3M |
| Allworth Financial LP | 0.02% | Reduce -0.7% | 67,354 | $3.2M |
| Baker Avenue Asset Management, LP | 0.10% | Reduce 0.0% | 65,222 | $3.1M |
| Equitable Holdings, Inc. | 0.03% | Add +15.1% | 62,098 | $3.0M |
| Seeds Investor LLC | 0.83% | Add +21.3% | 60,809 | $2.9M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +42.7% | 60,541 | $2.9M |
| Goldstone Financial Group, LLC | 0.44% | Add +5.2% | 58,951 | $2.8M |
| McClarren Financial Advisors, Inc. | 7.82% | Add +255.4% | 58,355 | $2.8M |
| Private Advisor Group, LLC | 0.02% | Reduce -11.3% | 57,199 | $2.7M |
| Samalin Investment Counsel, LLC | 1.16% | Add +3.3% | 56,324 | $2.7M |
| Sound View Wealth Advisors Group, LLC | 0.21% | Reduce -5.8% | 54,441 | $2.6M |
| Smithfield Trust Co | 0.13% | No change | 54,327 | $2.6M |
| Keybank National Association | 0.01% | New | 53,668 | $2.6M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -0.2% | 53,145 | $2.5M |
| Joseph Group Capital Management | 0.95% | Add +16.9% | 50,318 | $2.4M |
| Investment Advisory Group, LLC | 0.79% | Add +4.2% | 49,176 | $2.3M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -0.4% | 48,181 | $2.3M |
| Turn8 Private Wealth Inc. | 1.63% | — | 47,795 | $2.3M |
| Prospera Financial Services Inc | 0.05% | Reduce -24.8% | 47,592 | $2.3M |
| Wealth Dimensions Group, Ltd. | 0.56% | Add +1.1% | 47,586 | $2.3M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.4% | 46,754 | $2.2M |
| LJI Wealth Management, LLC | 0.43% | Reduce -33.5% | 46,109 | $2.2M |
| Studio Investment Management LLC | 0.46% | Reduce -1.6% | 45,474 | $2.2M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Add +1.1% | 44,387 | $2.1M |
| PDS Planning, Inc | 0.18% | Add +0.5% | 43,489 | $2.1M |
| Rockbridge Investment Management, LCC | 0.26% | Reduce -4.2% | 42,509 | $2.0M |
| City Holding Co. | 0.29% | Add +1.3% | 42,320 | $2.0M |
| TrueWealth Financial Partners | 1.24% | Reduce -0.9% | 41,869 | $2.0M |
| Charter Oak Capital Management, LLC | 0.18% | Reduce -4.1% | 39,964 | $1.9M |
| Betterment LLC | 0.00% | Add +1.4% | 39,779 | $1.9M |
| Richard W. Paul & Associates, LLC | 0.69% | Add +3.1% | 39,444 | $1.9M |
| Eaton Financial Holdings Company, LLC | 0.72% | Add +165.3% | 38,918 | $1.9M |
| NewEdge Advisors, LLC | 0.01% | Add +53.8% | 38,641 | $1.8M |
| Horizon Family Wealth, Inc. | 1.21% | Add +13.9% | 38,047 | $1.8M |
| Apella Capital, LLC | 0.07% | New | 37,905 | $1.8M |
| Columbus Macro, LLC | 0.25% | Add +6.5% | 37,796 | $1.8M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -14.9% | 37,093 | $1.8M |
| Stone House Investment Management, LLC | 0.42% | Reduce -11.1% | 34,886 | $1.7M |
| MKT Advisors LLC | 0.71% | Add +15.4% | 33,864 | $1.6M |
| Oarsman Capital, Inc. | 0.28% | Add +13.2% | 33,428 | $1.6M |
| Ironwood Investment Counsel, LLC | 0.27% | Add +1.1% | 32,910 | $1.6M |
| Rialto Wealth Management, LLC | 0.52% | — | 32,650 | $1.6M |
| HHM Wealth Advisors, LLC | 0.21% | Reduce -4.4% | 32,539 | $1.6M |
| Rik Saylor Financial, Inc. | 1.44% | — | 32,515 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.13% | Reduce -6.6% | 32,386 | $1.5M |
| FC Advisory LLC | 0.50% | Add +0.8% | 31,286 | $1.5M |
| Focus Partners Wealth | 0.00% | Add +100.7% | 31,242 | $1.5M |
| Captrust Financial Advisors | 0.00% | Add +3.9% | 31,176 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +1.4% | 31,140 | $1.5M |
| Eukles Asset Management | 0.63% | Reduce -2.4% | 30,850 | $1.5M |
| Hill Island Financial LLC | 0.43% | Add +6.3% | 30,812 | $1.5M |
| J.W. Cole Advisors, Inc. | 0.06% | Reduce -3.9% | 30,388 | $1.5M |
| Vantage Financial Partners, LLC | 0.35% | Reduce -1.4% | 29,520 | $1.4M |
| Harbour Investments, Inc. | 0.04% | Reduce -4.7% | 29,408 | $1.4M |
| Cerity Partners LLC | 0.00% | Reduce -10.4% | 28,978 | $1.4M |
| Comerica Bank | 0.01% | Add +78.0% | 28,976 | $1.4M |
| South Plains Financial, Inc. | 1.04% | — | 28,419 | $1.4M |
| Cambridge Associates LLC /Ma/ | 0.04% | No change | 28,066 | $1.3M |
| Darden Wealth Group Inc | 0.90% | Add +0.3% | 27,799 | $1.3M |
| First PREMIER Bank | 0.34% | Add +0.3% | 27,663 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -5.1% | 27,610 | $1.3M |
| Oppenheimer & Co. Inc. | 0.02% | Reduce -4.4% | 27,487 | $1.3M |
| Blue Trust, Inc. | 0.02% | Add +6.0% | 27,322 | $1.3M |
| Nwam LLC | 0.08% | Reduce -1.8% | 26,855 | $1.3M |
| Bellwether Advisors, LLC | 0.23% | Add +0.8% | 26,844 | $1.3M |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +31.5% | 26,225 | $1.3M |
| Luts & Greenleigh Group, Inc. | 1.22% | Reduce -0.1% | 25,894 | $1.2M |
| Rather & Kittrell, Inc. | 0.29% | Reduce -15.0% | 25,807 | $1.2M |
| Essex Financial Services, Inc. | 0.09% | Reduce -26.3% | 25,270 | $1.2M |
| Global Retirement Partners, LLC | 0.03% | Add +12.5% | 24,283 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.16% | Reduce -4.1% | 23,658 | $1.1M |
| Level Wealth Management LLC | 0.78% | — | 23,257 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Add +0.0% | 22,834 | $1.1M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -18.6% | 22,673 | $1.1M |
| Vicus Capital | 0.09% | Add +0.8% | 21,866 | $1.0M |
| Advisory Services Network, LLC | 0.02% | Reduce -1.5% | 21,752 | $1.0M |
| Sunburst Financial Group, LLC | 0.25% | Reduce -22.5% | 21,572 | $1.0M |
| Onyx Bridge Wealth Group LLC | 0.14% | Add +69.7% | 21,083 | $1.0M |
| Sheets Smith Wealth Management | 0.12% | Reduce -0.7% | 20,990 | $1.0M |
| Delta Financial Group, Inc. | 0.23% | Reduce -2.8% | 20,329 | $971K |
| Kestra Private Wealth Services, LLC | 0.02% | Add +0.5% | 20,124 | $961K |
| Headinvest, LLC | 0.18% | Reduce -1.3% | 19,847 | $948K |
| Western Wealth Management, LLC | 0.05% | Reduce -1.9% | 19,799 | $946K |
| Quad-Cities Investment Group, LLC | 0.45% | Add +5.5% | 19,283 | $921K |
| Berger Financial Group, Inc | 0.06% | Reduce -1.0% | 19,004 | $908K |
| Janney Montgomery Scott LLC | 0.00% | Add +1.1% | 18,723 | $894K |
| Composition Wealth, LLC | 0.02% | Reduce -11.2% | 18,527 | $885K |
| Michael A. Dubis Financial Planning, LLC | 0.85% | — | 18,415 | $880K |
| Greykasell Wealth Strategies, Inc. | 0.49% | — | 18,408 | $879K |
| ABLE Financial Group, LLC | 0.25% | Add +0.2% | 17,973 | $859K |
| Commonwealth Financial Services, LLC | 0.17% | Add +1.6% | 17,740 | $847K |
| Truist Financial Corp. | 0.00% | Add +41.6% | 17,358 | $829K |
| Integrated Wealth Concepts LLC | 0.01% | Add +9.2% | 17,052 | $815K |
| Cwm, LLC | 0.00% | Add +5.2% | 17,033 | $814K |
| National Bank of Canada | 0.00% | Add +20.6% | 16,959 | $810K |
| Mattern Capital Management, LLC | 0.11% | Add +2.2% | 16,881 | $806K |
| Cable Hill Partners, LLC | 0.08% | Add +3.5% | 16,536 | $790K |
| Beacon Financial Advisory LLC | 0.25% | Add +4.0% | 16,336 | $780K |
| Wealthfront Advisers LLC | 0.00% | Add +17.8% | 15,990 | $764K |
| Choreo, LLC | 0.01% | Add +0.6% | 15,628 | $747K |
| Pine Haven Investment Counsel, Inc | 0.58% | Add +21.6% | 14,835 | $709K |
| Washington Trust Bank | 0.07% | Add +2.5% | 14,699 | $702K |
| Blair William & Co. | 0.00% | Reduce -4.5% | 14,661 | $700K |
| Diversified Portfolios, Inc. | 0.08% | Reduce -1.4% | 14,627 | $699K |
| Smith & Howard Wealth Management, LLC | 0.20% | No change | 14,539 | $695K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.30% | Reduce -12.0% | 13,720 | $655K |
| US Bancorp \de | 0.00% | No change | 13,653 | $652K |
| Park Avenue Securities LLC | 0.01% | Reduce -14.5% | 13,288 | $635K |
| HB Wealth Management, LLC | 0.01% | Add +3.3% | 13,242 | $633K |
| Leavell Investment Management, Inc. | 0.03% | Add +8.0% | 13,154 | $628K |
| MAI Capital Management | 0.00% | New | 12,746 | $609K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -14.8% | 12,707 | $607K |
| Secured Retirement Advisors, LLC | 0.35% | Reduce -20.6% | 12,688 | $606K |
| GRIMES & Co WEALTH MANAGEMENT, LLC | 0.02% | New | 12,573 | $601K |
| Evensky & Katz LLC | 0.04% | Add +4.6% | 12,390 | $592K |
| Colonial Trust Advisors | 0.05% | Reduce -5.0% | 11,998 | $573K |
| Colonial Trust Co / SC | 0.08% | Reduce -16.9% | 11,742 | $561K |
| TD Waterhouse Canada Inc. | 0.00% | Add +35.0% | 11,463 | $547K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -15.6% | 11,393 | $544K |
| Opus Capital Group, LLC | 0.07% | Add +11.0% | 11,341 | $542K |
| Arlington Trust Co LLC | 0.11% | No change | 10,900 | $521K |
| International Assets Investment Management, LLC | 0.04% | New | 10,889 | $520K |
| Northwest Capital Management Inc | 0.22% | No change | 10,643 | $508K |
| Greenwood Gearhart LLC | 0.03% | New | 10,560 | $504K |
| Global Financial Private Client, LLC | 0.19% | Add +6.9% | 10,424 | $498K |
| Fortress Financial Group, LLC | 0.49% | — | 10,329 | $493K |
| Northern Trust Corp. | 0.00% | No change | 10,077 | $481K |
| Capital Market Strategies LLC | 0.27% | Add +0.4% | 9,922 | $474K |
| Accredited Investor Services, LLC | 0.37% | — | 9,713 | $464K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +5.9% | 9,710 | $464K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 9,400 | $449K |
| LVZ, Inc. | 0.06% | Add +17.2% | 9,020 | $431K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -11.9% | 8,887 | $424K |
| Legacy Capital Wealth Partners, LLC | 0.10% | Reduce -2.7% | 8,867 | $424K |
| Stephens Consulting, LLC | 0.10% | Add +0.2% | 8,549 | $408K |
| 1832 Asset Management L.P. | 0.00% | New | 8,456 | $404K |
| Aviance Capital Partners, LLC | 0.06% | Reduce -1.5% | 8,384 | $400K |
| Donor Advised Charitable Giving, Inc. | 0.01% | New | 7,825 | $374K |
| Maryland Capital Advisors Inc. | 0.17% | Reduce -32.6% | 7,824 | $374K |
| Affinity Capital Advisors, LLC | 0.07% | Add +26.6% | 7,537 | $360K |
| Magnolia Capital Advisors LLC | 0.09% | Add +24.6% | 7,210 | $344K |
| Spirit of America Management Corp. | 0.07% | Add +2.4% | 7,166 | $342K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -21.2% | 7,158 | $342K |
| SC&H Financial Advisors, Inc. | 0.07% | Reduce -0.6% | 6,939 | $331K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -16.1% | 6,934 | $331K |
| Private Trust Co. NA | 0.03% | New | 6,798 | $325K |
| Kelman-Lazarov, Inc. | 0.06% | No change | 6,736 | $322K |
| BIP Wealth, LLC | 0.02% | Add +52.9% | 6,694 | $320K |
| Williams & Novak, LLC | 0.31% | Reduce -10.2% | 6,630 | $317K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.9% | 6,629 | $316K |
| EverSource Wealth Advisors, LLC | 0.02% | New | 6,473 | $309K |
| Summit Financial, LLC | 0.01% | Reduce -71.8% | 6,382 | $305K |
| Keystone Financial Group, Inc. | 0.25% | — | 6,350 | $303K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -6.3% | 6,304 | $301K |
| Compound Planning, Inc. | 0.02% | New | 6,244 | $298K |
| Zhang Financial LLC | 0.02% | New | 6,228 | $298K |
| Midwest Capital Advisors, LLC | 0.22% | — | 6,179 | $295K |
| Priebe Wealth Holdings LLC | 0.20% | No change | 6,115 | $292K |
| Infinity Wealth Counsel, LLC | 0.31% | — | 6,040 | $289K |
| Hohimer Wealth Management, LLC | 0.05% | Reduce -10.1% | 6,032 | $288K |
| Rede Wealth, LLC | 0.11% | Add +9.6% | 5,986 | $286K |
| Money Concepts Capital Corp. | 0.02% | Add +12.8% | 5,972 | $285K |
| Wealth Architects, LLC | 0.03% | New | 5,833 | $279K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.11% | Add +11.1% | 5,669 | $271K |
| Stephen J. Garry & Associates, LLC | 0.25% | Reduce -14.4% | 5,640 | $269K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -8.4% | 5,584 | $267K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | No change | 5,540 | $265K |
| Cordgrass Capital Advisors, LLC | 0.08% | No change | 5,539 | $265K |
| Flynn Zito Capital Management, LLC | 0.12% | Add +0.2% | 5,538 | $265K |
| Independent Advisor Alliance | 0.00% | New | 5,503 | $263K |
| Essex Bank | 0.06% | New | 5,470 | $261K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -1.4% | 5,434 | $260K |
| PFS Partners, LLC | 0.14% | No change | 5,432 | $259K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | Add +1.3% | 5,319 | $254K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -1.9% | 5,219 | $249K |
| &partners | 0.00% | Reduce -15.0% | 5,058 | $242K |
| Wealth Forward, LLC | 0.17% | No change | 5,042 | $241K |
| Abound Financial, LLC | 0.12% | — | 4,956 | $237K |
| PFG Investments, LLC | 0.01% | Reduce -16.2% | 4,942 | $236K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +0.0% | 4,913 | $235K |
| Longview Financial Advisors LLC | 0.16% | — | 4,897 | $234K |
| EdgeRock Capital LLC | 0.15% | Reduce -10.0% | 4,821 | $230K |
| Arbor Trust Wealth Advisors, LLC | 0.11% | No change | 4,810 | $230K |
| Spectrum Wealth Counsel, LLC | 0.03% | Add +10.3% | 4,796 | $229K |
| World Investment Advisors | 0.01% | New | 4,772 | $228K |
| Modera Wealth Management, LLC | 0.00% | Reduce -18.4% | 4,754 | $227K |
| Certified Advisory Corp | 0.02% | No change | 4,659 | $223K |
| Hudson Capital Management LLC | 0.07% | Reduce -2.6% | 4,646 | $222K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 4,491 | $215K |
| Savant Capital, LLC | 0.00% | Reduce -39.1% | 4,406 | $210K |
| Sfmg, LLC | 0.02% | Reduce -0.1% | 4,397 | $210K |
| Schmidt P J Investment Management Inc. | 0.04% | No change | 4,392 | $210K |
| Holderness Investments Co. | 0.05% | No change | 4,379 | $209K |
| Beaumont Financial Advisors, LLC | 0.02% | Reduce -4.6% | 4,355 | $208K |
| Key Financial Inc | 0.05% | No change | 4,351 | $208K |
| WBH Advisory Inc. | 0.02% | New | 4,343 | $207K |
| Valley National Advisers Inc. | 0.04% | Reduce -18.5% | 4,342 | $207K |
| Steel Grove Capital Advisors, LLC | 0.03% | Reduce -33.7% | 4,305 | $206K |
| Security National Bank | 0.03% | Add +65.3% | 4,231 | $202K |
| WealthShield Partners, LLC | 0.03% | Reduce -35.5% | 3,932 | $188K |
| Rice Partnership, LLC | 0.03% | Add +4.6% | 3,592 | $172K |
| Icon Wealth Advisors, LLC | 0.01% | New | 3,565 | $170K |
| MidAtlantic Capital Management, Inc. | 0.12% | Reduce -36.0% | 3,501 | $167K |
| Centaurus Financial, Inc. | 0.01% | Add +6.2% | 3,414 | $163K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -40.5% | 3,321 | $159K |
| Peterson Wealth Services | 0.05% | Reduce -5.1% | 3,135 | $150K |
| Bfsg, LLC | 0.02% | Add +15.4% | 2,850 | $136K |
| AE Wealth Management LLC | 0.00% | New | 2,695 | $129K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Add +0.8% | 2,520 | $120K |
| Banque Transatlantique SA | 0.00% | — | 2,352 | $112K |
| Smartleaf Asset Management LLC | 0.01% | Add +136.9% | 2,210 | $106K |
| Kopp Family Office, LLC | 0.07% | Add +7.8% | 2,173 | $104K |
| Element Wealth, LLC | 0.05% | No change | 2,110 | $101K |
| Salem Investment Counselors Inc. | 0.00% | No change | 2,030 | $97K |
| Clear Investment Research, LLC | 0.12% | Add +0.4% | 1,955 | $93K |
| Crews Bank & Trust | 0.02% | — | 1,880 | $90K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,869 | $89K |
| Deutsche Bank AG | 0.00% | No change | 1,547 | $74K |
| Elevate Wealth Advisory, Inc. | 0.04% | No change | 1,198 | $57K |
| Rothschild Investment LLC | 0.00% | No change | 1,195 | $57K |
| CIBC Private Wealth Group LLC | 0.00% | Add +38.8% | 1,162 | $55K |
| Avior Wealth Management, LLC | 0.00% | Add +1.2% | 1,143 | $55K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +2.4% | 1,140 | $54K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -5.1% | 1,106 | $53K |
| Archer Investment Corp | 0.01% | Add +9.5% | 1,091 | $52K |
| Sachetta, LLC | 0.02% | Reduce -45.9% | 1,075 | $51K |
| Burkett Financial Services, LLC | 0.02% | Add +56.3% | 994 | $47K |
| Bogart Wealth, LLC | 0.00% | No change | 992 | $47K |
| BNP Paribas Financial Markets | 0.00% | New | 969 | $46K |
| Spire Wealth Management | 0.00% | Add +2.3% | 798 | $38K |
| Capital Analysts, LLC | 0.00% | No change | 749 | $36K |
| Ameriflex Group, Inc. | 0.02% | — | 706 | $34K |
| Golden State Wealth Management, LLC | 0.00% | — | 677 | $32K |
| Franklin Resources Inc. | 0.00% | No change | 575 | $27K |
| GPS Wealth Strategies Group, LLC | 0.00% | Reduce -9.5% | 517 | $25K |
| Transcendent Capital Group LLC | 0.01% | Add +1.2% | 504 | $24K |
| IFP Advisors, Inc | 0.00% | Add +4.1% | 504 | $24K |
| Regions Financial Corp. | 0.00% | No change | 501 | $24K |
| Pacifica Partners Inc. | 0.01% | Reduce -6.2% | 496 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 472 | $23K |
| Reyes Financial Architecture, Inc. | 0.02% | — | 424 | $20K |
| ORG Partners LLC | 0.00% | Add +1.0% | 421 | $20K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -20.3% | 389 | $19K |
| Frazier Financial Advisors, LLC | 0.01% | New | 314 | $15K |
| CoreCap Advisors, LLC | 0.00% | Reduce -5.5% | 309 | $15K |
| Rise Advisors, LLC | 0.01% | Reduce -26.9% | 302 | $14K |
| Ancora Advisors LLC | 0.00% | Reduce -20.5% | 291 | $14K |
| First Horizon Advisors, Inc. | 0.00% | No change | 274 | $13K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 256 | $12K |
| General Partner, Inc. | 0.01% | New | 245 | $12K |
| AdvisorNet Financial, Inc | 0.00% | No change | 243 | $12K |
| FMR LLC | 0.00% | Reduce -91.5% | 241 | $12K |
| Copia Wealth Management | 0.01% | — | 220 | $11K |
| Park Square Financial Group, LLC | 0.01% | — | 206 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 185 | $9K |
| Bank of New Hampshire | 0.00% | No change | 169 | $8K |
| Citigroup Inc. | 0.00% | Reduce -31.4% | 168 | $8K |
| Clearstead Trust, LLC | 0.00% | Reduce -6.9% | 163 | $8K |
| Global Trust Asset Management, LLC | 0.00% | Reduce -50.0% | 150 | $7K |
| Pineridge Advisors LLC | 0.00% | Add +1.9% | 109 | $5K |
| Founders Financial Alliance, LLC | 0.00% | New | 108 | $5K |
| Parallel Advisors, LLC | 0.00% | Add +1.9% | 105 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 100 | $5K |
| Cullen/Frost Bankers, Inc. | 0.00% | Reduce -95.0% | 80 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 76 | $4K |
| Horizon Investments, LLC | 0.00% | No change | 71 | $3K |
| Creative Financial Designs Inc. | 0.00% | Reduce -86.2% | 64 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 53 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 50 | $2K |
| Global Wealth Strategies & Associates | 0.00% | Add +8.9% | 49 | $2K |
| Sunbelt Securities, Inc. | 0.00% | No change | 20 | $955 |
| Millstone Evans Group, LLC | 0.00% | — | 16 | $764 |
| Nova Wealth Management, Inc. | 0.00% | — | 15 | $717 |
| HighMark Wealth Management LLC | 0.00% | No change | 14 | $669 |
| Legacy Investment Solutions, LLC | 0.00% | No change | 12 | $575 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 12 | $575 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -92.5% | 7 | $334 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $242 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $144 |
| Lanark Financial, Inc. | 0.01% | — | 1 | $55 |
| Anderson Financial Strategies, LLC | 0.00% | — | 1 | $48 |
"% 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.