iShares Core 1-5 Year Usd BoISTBETF

13F holders, Q1 2025 (March 31)
386holders +4
34new positions
33sold out
2famous investors
$48.34avg. 13F price*

At the end of Q1 2025, 386 institutions reported holding iShares Core 1-5 Year Usd Bo (ISTB) in their 13F filings, up 4 from Q4 2024. 34 opened new positions and 33 sold out. The largest holders were Acorns Advisers, LLC ($528.1M), BlackRock, Inc. ($266.3M) and State of Wisconsin Investment Board ($244.0M). 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

0100200300400 Q1 2024: 377Q1 2024Q2 2024: 370Q2 2024Q3 2024: 359Q3 2024Q4 2024: 382Q4 2024Q1 2025: 386Q1 2025Q2 2025: 384Q2 2025Q3 2025: 380Q3 2025Q4 2025: 389Q4 2025Q1 2026: 395Q1 2026Q2 2026: 398Q2 2026

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions34$23.6M
Exits33$39.6M

All 13F filers, Q4 2024 → Q1 2025: 5,132,510 shares bought and 4,092,497 shares sold, net +1,040,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 386 holders

Acorns Advisers, LLC 5.07% Add +1.8% 10,922,893 $528.1M
BlackRock, Inc. 0.01% Add +73.7% 5,508,088 $266.3M
State of Wisconsin Investment Board 0.63% Add +0.0% 5,045,925 $244.0M
Charles Schwab Investment Management Inc. 0.03% Reduce -2.7% 2,984,761 $144.3M
Raymond James Financial Inc. 0.04% Add +5.1% 1,996,862 $96.5M
Trust Point Inc. 8.02% Reduce -46.6% 1,817,563 $87.9M
Spinnaker Trust 4.35% Reduce -8.4% 1,378,330 $66.6M
Mariner, LLC 0.09% Add +0.1% 1,133,934 $54.8M
Townsend & Associates, Inc 5.49% Add +6.6% 1,093,148 $52.7M
Cahaba Wealth Management, Inc. 3.86% Add +4.4% 965,759 $46.7M
UBS Group AG 0.01% Add +1.8% 893,592 $43.2M
Royal Bank of Canada 0.01% Add +40.2% 852,021 $41.2M
Jones Financial Companies LLLP 0.04% Add +20.2% 829,571 $40.1M
JPMorgan Chase & Co. 0.00% Reduce -2.3% 749,367 $36.2M
MBL Wealth, LLC 3.51% Add +0.5% 715,959 $34.6M
Bank of America Corp. 0.00% Reduce -8.6% 700,874 $33.9M
LPL Financial LLC 0.01% Add +2.5% 671,916 $32.5M
Morgan Stanley 0.00% Reduce -35.1% 654,963 $31.7M
Envestnet Asset Management Inc. 0.01% Reduce -3.8% 574,754 $27.8M
Wells Fargo & Company 0.01% Reduce -6.7% 558,386 $27.0M
Destination Wealth Management 0.85% Add +3.1% 555,087 $26.8M
Cim, LLC 3.95% Add +2.6% 550,344 $26.6M
Renaissance Technologies 0.04% Add +134.8% 528,400 $25.5M
Courage Miller Partners, LLC 8.52% Add +0.3% 520,195 $25.2M
FPC Investment Advisory, Inc. 16.72% Add +10.1% 505,439 $24.4M
Koss-Olinger Consulting, LLC 2.01% Add +1.3% 492,346 $23.8M
Geneos Wealth Management Inc. 0.80% Add +0.2% 490,976 $23.7M
Pittenger & Anderson Inc. 0.84% Add +11.2% 474,692 $23.0M
Opal Wealth Advisors, LLC 5.50% Add +8.2% 368,660 $17.8M
Hunter Associates Investment Management LLC 2.72% Add +7.2% 364,796 $17.6M
Beacon Pointe Advisors, LLC 0.20% Add +6.0% 362,924 $17.5M
Johnson Financial Group, Inc. 0.81% Add +2.5% 341,608 $16.5M
Ameriprise Financial Inc. 0.00% Reduce -39.0% 320,873 $15.5M
Capital Insight Partners, LLC 2.71% Add +0.7% 320,726 $15.5M
Wealth Management Resources, Inc. 5.47% Add +5.2% 311,929 $15.1M
Argent Advisors, Inc. 4.85% Add +8.6% 299,574 $14.5M
DORVAL Corp 5.46% Add +1.2% 280,767 $13.6M
Omega Financial Group, LLC 5.01% Add +3.4% 270,019 $13.1M
Independence Financial Advisors, LLC 4.94% — 268,805 $13.0M
Apella Capital, LLC 0.40% Add +534.9% 240,656 $11.6M
Thrivent Financial for Lutherans 0.03% Reduce -1.7% 239,840 $11.5M
Bank of New York Mellon Corp 0.00% Add +19.2% 236,800 $11.4M
Creative Planning 0.01% Add +6.1% 234,603 $11.3M
Abundance Wealth Counselors 2.33% Reduce -5.4% 230,347 $11.1M
IRON Financial LLC 5.94% Add +1.2% 219,188 $10.6M
Alexander Randolph Advisory, Inc. 9.93% Add +2.2% 209,648 $10.1M
Bank of Montreal 0.01% Add +1.5% 206,668 $10.0M
Orion Porfolio Solutions, LLC 0.10% Reduce -0.2% 206,145 $10.0M
Orion Portfolio Solutions, LLC 0.10% Reduce -0.2% 206,145 $10.0M
Lakeridge Wealth Management LLC 4.98% Add +6.8% 206,067 $10.0M
Lineweaver Wealth Advisors, LLC 1.66% Reduce -2.5% 201,600 $9.7M
CGN Advisors LLC 0.94% Add +9.8% 198,702 $9.6M
Commonwealth Equity Services, LLC 0.01% Reduce -8.1% 196,651 $9.5M
Phillips Financial Management, LLC 0.73% Reduce -7.1% 195,716 $9.5M
Buttonwood Financial Advisors Inc. 3.94% Add +13.8% 185,436 $9.0M
Wescott Financial Advisory Group, LLC 0.91% Add +4.7% 180,550 $8.7M
Fiduciary Advisors, Inc. 8.34% Add +5.5% 174,720 $8.4M
Morris Financial Concepts, Inc. 3.47% Add +1.2% 170,914 $8.3M
Osaic Holdings, Inc. 0.02% Reduce -18.4% 168,449 $8.1M
Goldman Sachs Group Inc. 0.00% Add +100.9% 165,118 $8.0M
Fonville Wealth Management LLC 2.32% Add +25.7% 162,771 $7.9M
Cranbrook Wealth Management, LLC 1.82% Reduce -2.6% 162,198 $7.8M
Cambridge Investment Research Advisors, Inc. 0.03% Add +0.8% 156,380 $7.6M
Hoxton Planning & Management, LLC 2.76% Add +7.3% 149,675 $7.2M
Arkansas Financial Group, Inc. 1.19% Reduce -4.9% 143,905 $6.9M
Factor Wealth Management LTD 2.11% Add +4.9% 142,382 $6.9M
KFA Private Wealth Group, LLC 2.38% Add +2.8% 140,473 $6.8M
MML Investors Services, LLC 0.02% Add +8.4% 139,011 $6.7M
Sterling Investment Advisors LLC 3.76% Add +5.8% 138,004 $6.7M
Cetera Investment Advisers 0.01% Add +2.2% 137,897 $6.7M
Brio Consultants, LLC 1.00% Reduce -1.2% 131,111 $6.3M
JGP Wealth Management, LLC 0.83% Add +8.6% 131,015 $6.3M
Values First Advisors, Inc. 3.65% Add +0.1% 129,402 $6.3M
Russell Investments Group, Ltd. 0.01% New 128,699 $6.2M
Providence First Trust Co 2.52% Reduce -2.1% 128,588 $6.2M
Baker Ellis Asset Management LLC 0.88% Add +16.9% 125,700 $6.1M
HighTower Advisors, LLC 0.01% Reduce -25.6% 122,671 $5.9M
Corepath Wealth Partners LLC 5.58% Add +0.7% 121,414 $5.9M
Bluestem Financial Advisors, LLC 2.49% Reduce -1.5% 110,213 $5.3M
Dentgroup LLC 3.87% Add +42.6% 106,782 $5.2M
Steward Partners Investment Advisory, LLC 0.05% Reduce -9.5% 105,973 $5.1M
Keybank National Association 0.02% Add +97.1% 105,779 $5.1M
Citadel Advisors 0.00% New 99,898 $4.8M
Eldridge Investment Advisors, Inc. 1.10% Add +3.3% 99,200 $4.8M
C M Bidwell & Associates Ltd. 2.82% Add +0.9% 96,904 $4.7M
Mather Group, Llc. 0.05% Add +1.8% 94,928 $4.6M
Principal Securities, Inc. 0.10% No change 95,023 $4.5M
Natixis Advisors, LLC 0.01% Add +12.4% 93,879 $4.5M
Lutz Financial Services LLC 0.36% Add +0.3% 91,020 $4.4M
BCGM Wealth Management, LLC 1.29% Add +3.8% 87,012 $4.2M
Cannon Financial Strategists, Inc. 0.70% Add +0.2% 83,803 $4.1M
AtlasMark Financial, Inc 3.69% Add +4.4% 82,383 $4.0M
Fiduciary Group, LLC 0.40% Reduce -4.3% 82,262 $4.0M
TD Capital Management LLC 0.40% Reduce -1.9% 81,048 $3.9M
Rooted Wealth Advisors, Inc. 1.63% Add +9.4% 78,356 $3.8M
Peoples Bank 2.45% Reduce -0.9% 77,110 $3.7M
Summit Wealth Partners, LLC 0.75% Reduce -0.9% 76,162 $3.7M
Legacy Private Trust Co. 0.25% No change 75,126 $3.6M
Focus Partners Advisor Solutions, LLC 0.05% Add +61.5% 71,697 $3.5M
Allworth Financial LP 0.02% Add +1.1% 68,131 $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.

Show all 386 holders