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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $23.6M |
| Exits | 33 | $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 |
| Baker Avenue Asset Management, LP | 0.10% | Add +0.8% | 65,714 | $3.2M |
| Equitable Holdings, Inc. | 0.03% | Add +4.2% | 64,711 | $3.1M |
| McClarren Financial Advisors, Inc. | 2.04% | Add +7.6% | 62,814 | $3.1M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +5.2% | 63,694 | $3.1M |
| OneDigital Investment Advisors LLC | 0.04% | Reduce -10.6% | 61,941 | $3.0M |
| Seeds Investor LLC | 0.84% | Add +1.6% | 61,785 | $3.0M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -18.4% | 61,770 | $3.0M |
| Goldstone Financial Group, LLC | 0.45% | Add +4.0% | 61,294 | $3.0M |
| Oppenheimer & Co. Inc. | 0.04% | Add +121.7% | 60,934 | $2.9M |
| Planwiser Financial, LLC | 2.46% | — | 56,248 | $2.7M |
| Private Advisor Group, LLC | 0.02% | Reduce -2.3% | 55,861 | $2.7M |
| Turn8 Private Wealth Inc. | 2.10% | Add +16.1% | 55,496 | $2.7M |
| Samalin Investment Counsel, LLC | 1.08% | Reduce -2.5% | 54,944 | $2.7M |
| Kestra Advisory Services, LLC | 0.01% | Add +2.9% | 54,672 | $2.6M |
| Smithfield Trust Co | 0.13% | No change | 54,327 | $2.6M |
| eCIO, Inc. | 1.03% | — | 53,416 | $2.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +7.8% | 51,913 | $2.5M |
| NewEdge Advisors, LLC | 0.01% | Add +31.9% | 50,967 | $2.5M |
| Sound View Wealth Advisors Group, LLC | 0.20% | Reduce -6.8% | 50,737 | $2.5M |
| Investment Advisory Group, LLC | 0.81% | Add +2.3% | 50,286 | $2.4M |
| Wealth Dimensions Group, Ltd. | 0.58% | Add +4.9% | 49,899 | $2.4M |
| Joseph Group Capital Management | 0.91% | Reduce -1.9% | 49,376 | $2.4M |
| Valmark Advisers, Inc. | 0.03% | Add +1.3% | 47,352 | $2.3M |
| McKinley Carter Wealth Services, Inc. | 0.14% | Reduce -77.8% | 47,269 | $2.3M |
| Cambridge Associates LLC /Ma/ | 0.07% | Add +67.6% | 47,033 | $2.3M |
| Greenberg Financial Group | 0.95% | — | 46,848 | $2.3M |
| City Holding Co. | 0.31% | Add +7.5% | 45,486 | $2.2M |
| Eaton Financial Holdings Company, LLC | 0.89% | Add +13.7% | 44,255 | $2.1M |
| LJI Wealth Management, LLC | 0.42% | Reduce -5.3% | 43,673 | $2.1M |
| PDS Planning, Inc | 0.18% | Reduce -0.7% | 43,169 | $2.1M |
| Richard W. Paul & Associates, LLC | 0.80% | Add +6.6% | 42,060 | $2.0M |
| Stone House Investment Management, LLC | 0.41% | Add +18.4% | 41,321 | $2.0M |
| Rockbridge Investment Management, LCC | 0.23% | Reduce -4.4% | 40,644 | $2.0M |
| Keystone Financial Group, Inc. | 1.37% | Add +533.8% | 40,248 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Reduce -18.3% | 38,881 | $1.9M |
| MKT Advisors LLC | 0.88% | Add +15.3% | 39,053 | $1.9M |
| Columbus Macro, LLC | 0.25% | Add +1.8% | 38,483 | $1.9M |
| Horizon Family Wealth, Inc. | 1.23% | Reduce -0.1% | 38,014 | $1.8M |
| Betterment LLC | 0.00% | Reduce -6.0% | 37,372 | $1.8M |
| Charter Oak Capital Management, LLC | 0.16% | Reduce -7.1% | 37,142 | $1.8M |
| TrueWealth Financial Partners | 1.06% | Reduce -13.3% | 36,287 | $1.8M |
| Jane Street Group, LLC | 0.00% | New | 34,762 | $1.7M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -8.5% | 33,941 | $1.6M |
| CW Advisors, LLC | 0.02% | New | 33,370 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.05% | Add +8.3% | 32,905 | $1.6M |
| Merit Financial Group, LLC | 0.02% | New | 32,903 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.13% | Add +0.1% | 32,401 | $1.6M |
| FC Advisory LLC | 0.53% | Add +3.3% | 32,305 | $1.6M |
| Rialto Wealth Management, LLC | 0.49% | Reduce -2.0% | 32,003 | $1.5M |
| Rik Saylor Financial, Inc. | 1.36% | Reduce -1.6% | 31,981 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.2% | 30,144 | $1.5M |
| Eukles Asset Management | 0.64% | Reduce -2.7% | 30,010 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | Add +254.0% | 29,935 | $1.4M |
| Focus Partners Wealth | 0.00% | Reduce -7.8% | 28,788 | $1.4M |
| Vantage Financial Partners, LLC | 0.34% | Reduce -3.5% | 28,475 | $1.4M |
| First PREMIER Bank | 0.35% | Add +2.8% | 28,423 | $1.4M |
| South Plains Financial, Inc. | 1.07% | No change | 28,419 | $1.4M |
| Darden Wealth Group Inc | 1.04% | Reduce -1.1% | 27,491 | $1.3M |
| Nwam LLC | 0.11% | Add +0.8% | 27,061 | $1.3M |
| Bellwether Advisors, LLC | 0.27% | Add +0.5% | 26,982 | $1.3M |
| Hill Island Financial LLC | 0.38% | Reduce -13.4% | 26,673 | $1.3M |
| Luts & Greenleigh Group, Inc. | 1.24% | No change | 25,894 | $1.3M |
| Rather & Kittrell, Inc. | 0.27% | Add +0.3% | 25,872 | $1.3M |
| Harbour Investments, Inc. | 0.04% | Reduce -13.0% | 25,588 | $1.2M |
| HHM Wealth Advisors, LLC | 0.16% | Reduce -24.3% | 24,636 | $1.2M |
| Sheets Smith Wealth Management | 0.15% | Add +16.5% | 24,450 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.16% | No change | 23,658 | $1.1M |
| Oarsman Capital, Inc. | 0.20% | Reduce -29.8% | 23,466 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.5% | 22,710 | $1.1M |
| Ironwood Investment Counsel, LLC | 0.19% | Reduce -31.2% | 22,647 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +1.6% | 22,094 | $1.1M |
| Choreo, LLC | 0.02% | Add +38.7% | 21,683 | $1.0M |
| Vicus Capital | 0.10% | Reduce -1.4% | 21,570 | $1.0M |
| Essex Financial Services, Inc. | 0.07% | Reduce -15.6% | 21,327 | $1.0M |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -6.7% | 21,145 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +3.8% | 20,881 | $1.0M |
| Center for Financial Planning, Inc. | 0.13% | New | 20,845 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.49% | Add +5.6% | 20,359 | $984K |
| Level Wealth Management LLC | 0.64% | Reduce -13.3% | 20,170 | $975K |
| Sunburst Financial Group, LLC | 0.24% | Reduce -7.1% | 20,044 | $969K |
| Headinvest, LLC | 0.19% | No change | 19,847 | $960K |
| Western Wealth Management, LLC | 0.06% | Reduce -0.1% | 19,775 | $956K |
| Commonwealth Financial Services, LLC | 0.19% | Add +9.9% | 19,506 | $943K |
| Flow Traders U.S. LLC | 0.04% | New | 19,050 | $921K |
| Cerity Partners LLC | 0.00% | Reduce -34.9% | 18,863 | $912K |
| Cable Hill Partners, LLC | 0.09% | Add +13.1% | 18,701 | $909K |
| Michael A. Dubis Financial Planning, LLC | 0.86% | Reduce -0.9% | 18,245 | $882K |
| ABLE Financial Group, LLC | 0.24% | Reduce -0.0% | 17,972 | $869K |
| Main Street Research LLC | 0.05% | New | 17,280 | $835K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.6% | 17,105 | $827K |
| Mattern Capital Management, LLC | 0.10% | No change | 16,881 | $816K |
| Berger Financial Group, Inc | 0.06% | Reduce -12.3% | 16,675 | $806K |
| Delta Financial Group, Inc. | 0.18% | Reduce -17.9% | 16,685 | $804K |
| TD Waterhouse Canada Inc. | 0.01% | Add +44.9% | 16,609 | $801K |
| Pine Haven Investment Counsel, Inc | 0.66% | Add +9.1% | 16,185 | $783K |
| Wealthfront Advisers LLC | 0.00% | Reduce -0.9% | 15,853 | $766K |
| Stifel Financial Corp. | 0.00% | Reduce -42.9% | 15,765 | $762K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -9.3% | 15,469 | $748K |
| Diversified Portfolios, Inc. | 0.08% | Add +3.6% | 15,151 | $733K |
| Donor Advised Charitable Giving, Inc. | 0.02% | Add +92.8% | 15,083 | $729K |
| AlphaCore Capital LLC | 0.06% | New | 15,075 | $729K |
| Captrust Financial Advisors | 0.00% | Reduce -52.2% | 14,916 | $721K |
| Washington Trust Bank | 0.07% | Reduce -0.0% | 14,697 | $711K |
| Blair William & Co. | 0.00% | Reduce -3.6% | 14,126 | $683K |
| Two Sigma Securities, LLC | 0.10% | New | 13,985 | $676K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.32% | Add +0.3% | 13,759 | $665K |
| Beacon Financial Advisory LLC | 0.20% | Reduce -16.0% | 13,726 | $664K |
| US Bancorp \de | 0.00% | Add +0.1% | 13,661 | $661K |
| MAI Capital Management | 0.01% | Add +6.3% | 13,550 | $655K |
| Truist Financial Corp. | 0.00% | Reduce -21.9% | 13,549 | $655K |
| National Bank of Canada | 0.00% | Reduce -20.3% | 13,519 | $653K |
| Leavell Investment Management, Inc. | 0.03% | Add +2.4% | 13,463 | $651K |
| Cwm, LLC | 0.00% | Reduce -22.0% | 13,290 | $643K |
| Greykasell Wealth Strategies, Inc. | 0.34% | Reduce -28.0% | 13,249 | $641K |
| HB Wealth Management, LLC | 0.01% | No change | 13,242 | $640K |
| Park Avenue Securities LLC | 0.01% | Reduce -2.5% | 12,954 | $626K |
| Evensky & Katz LLC | 0.04% | Add +0.4% | 12,439 | $601K |
| GM Advisory Group, LLC | 0.03% | New | 12,315 | $595K |
| Composition Wealth, LLC | 0.01% | Reduce -33.8% | 12,263 | $593K |
| Blue Trust, Inc. | 0.01% | Reduce -56.3% | 11,941 | $577K |
| Smartleaf Asset Management LLC | 0.06% | Add +438.7% | 11,905 | $575K |
| Opus Capital Group, LLC | 0.07% | Add +4.8% | 11,885 | $575K |
| Crestwood Advisors Group, LLC | 0.01% | Reduce -6.5% | 11,876 | $574K |
| Avantax Advisory Services, Inc. | 0.00% | New | 11,652 | $563K |
| Colonial Trust Advisors | 0.05% | Reduce -4.6% | 11,442 | $553K |
| Colonial Trust Co / SC | 0.08% | Reduce -5.0% | 11,160 | $540K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -3.2% | 11,025 | $533K |
| Ieq Capital, LLC | 0.00% | New | 11,000 | $532K |
| Arlington Trust Co LLC | 0.11% | No change | 10,900 | $527K |
| &partners | 0.01% | Add +114.2% | 10,833 | $523K |
| International Assets Investment Management, LLC | 0.05% | Reduce -1.1% | 10,764 | $520K |
| Summit Financial, LLC | 0.01% | Add +68.3% | 10,739 | $519K |
| Northwest Capital Management Inc | 0.21% | No change | 10,643 | $515K |
| Global Financial Private Client, LLC | 0.19% | No change | 10,424 | $504K |
| Fortress Financial Group, LLC | 0.50% | Add +0.9% | 10,420 | $504K |
| Studio Investment Management LLC | 0.10% | Reduce -77.5% | 10,255 | $496K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Add +4.8% | 10,180 | $492K |
| LVZ, Inc. | 0.06% | Add +8.8% | 9,817 | $475K |
| Accredited Investor Services, LLC | 0.39% | No change | 9,713 | $470K |
| Comerica Bank | 0.00% | Reduce -67.3% | 9,484 | $459K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 9,400 | $454K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.3% | 8,911 | $430K |
| Legacy Capital Wealth Partners, LLC | 0.11% | No change | 8,867 | $429K |
| Aviance Capital Partners, LLC | 0.06% | Add +1.1% | 8,474 | $410K |
| Stephens Consulting, LLC | 0.10% | Reduce -2.7% | 8,317 | $402K |
| Magnolia Capital Advisors LLC | 0.11% | Add +12.1% | 8,085 | $391K |
| Level Four Advisory Services, LLC | 0.02% | Add +16.5% | 8,078 | $391K |
| Maryland Capital Advisors Inc. | 0.17% | No change | 7,824 | $378K |
| Strategic Financial Partners, Ltd. | 0.19% | Reduce -93.5% | 7,406 | $358K |
| SC&H Financial Advisors, Inc. | 0.07% | Add +5.6% | 7,325 | $354K |
| Spirit of America Management Corp. | 0.07% | Add +0.5% | 7,199 | $348K |
| Garde Capital, Inc. | 0.02% | New | 7,190 | $348K |
| Wealth Architects, LLC | 0.04% | Add +21.9% | 7,108 | $344K |
| Cordgrass Capital Advisors, LLC | 0.10% | Add +24.1% | 6,876 | $332K |
| Kelman-Lazarov, Inc. | 0.06% | Add +0.7% | 6,781 | $328K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -5.6% | 6,760 | $327K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -74.6% | 6,665 | $322K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.5% | 6,660 | $321K |
| Affinity Capital Advisors, LLC | 0.06% | Reduce -12.0% | 6,634 | $318K |
| Zhang Financial LLC | 0.02% | No change | 6,228 | $301K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -1.9% | 6,183 | $299K |
| Priebe Wealth Holdings LLC | 0.18% | No change | 6,115 | $296K |
| Money Concepts Capital Corp. | 0.02% | Add +0.3% | 5,992 | $290K |
| Hohimer Wealth Management, LLC | 0.06% | Reduce -0.7% | 5,990 | $290K |
| Atria Wealth Solutions, Inc. | 0.00% | Add +8.5% | 5,895 | $285K |
| Rede Wealth, LLC | 0.10% | Reduce -2.6% | 5,833 | $282K |
| Infinity Wealth Counsel, LLC | 0.30% | Reduce -4.6% | 5,760 | $278K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 5,688 | $275K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.11% | No change | 5,669 | $274K |
| Stephen J. Garry & Associates, LLC | 0.26% | No change | 5,640 | $273K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.5% | 5,610 | $271K |
| Flynn Zito Capital Management, LLC | 0.12% | Add +0.1% | 5,544 | $268K |
| Smith & Howard Wealth Management, LLC | 0.07% | Reduce -61.9% | 5,543 | $268K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | No change | 5,540 | $268K |
| BIP Wealth, LLC | 0.02% | Reduce -17.8% | 5,506 | $266K |
| Arete Wealth Advisors, LLC | 0.02% | New | 5,510 | $266K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | Add +3.4% | 5,498 | $266K |
| Essex Bank | 0.07% | No change | 5,470 | $264K |
| PFS Partners, LLC | 0.14% | No change | 5,432 | $263K |
| Cidel Asset Management Inc. | 0.02% | New | 5,425 | $262K |
| Curat Global, LLC | 0.32% | — | 5,173 | $261K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 5,219 | $252K |
| Wealth Forward, LLC | 0.17% | No change | 5,042 | $244K |
| Onyx Bridge Wealth Group LLC | 0.03% | Reduce -76.2% | 5,018 | $243K |
| Sfmg, LLC | 0.02% | Add +13.2% | 4,977 | $241K |
| Patriot Investment Management Group, Inc. | 0.02% | Add +0.1% | 4,918 | $238K |
| Arbor Trust Wealth Advisors, LLC | 0.11% | No change | 4,810 | $233K |
| World Investment Advisors | 0.01% | Add +0.6% | 4,800 | $232K |
| Spectrum Wealth Counsel, LLC | 0.03% | No change | 4,796 | $232K |
| Longview Financial Advisors LLC | 0.15% | Reduce -2.9% | 4,757 | $230K |
| Hudson Capital Management LLC | 0.07% | Reduce -0.1% | 4,643 | $224K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -2.2% | 4,391 | $212K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +0.6% | 4,381 | $212K |
| Holderness Investments Co. | 0.05% | No change | 4,379 | $212K |
| Key Financial Inc | 0.05% | No change | 4,351 | $210K |
| WBH Advisory Inc. | 0.02% | No change | 4,343 | $210K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 4,305 | $208K |
| Savant Capital, LLC | 0.00% | Reduce -3.6% | 4,249 | $205K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,232 | $205K |
| Security National Bank | 0.04% | No change | 4,231 | $205K |
| IHT Wealth Management, LLC | 0.01% | New | 4,160 | $201K |
| Centaurus Financial, Inc. | 0.01% | Add +1.0% | 3,447 | $167K |
| Valley National Advisers Inc. | 0.03% | Reduce -21.1% | 3,426 | $165K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.0% | 3,322 | $161K |
| WealthShield Partners, LLC | 0.02% | Reduce -16.6% | 3,279 | $159K |
| Bfsg, LLC | 0.02% | Add +2.5% | 2,922 | $141K |
| BNP Paribas Financial Markets | 0.00% | Add +200.8% | 2,915 | $141K |
| FMR LLC | 0.00% | Add +997.9% | 2,646 | $128K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -1.2% | 2,490 | $120K |
| Midwest Capital Advisors, LLC | 0.07% | Reduce -61.0% | 2,408 | $116K |
| CX Institutional | 0.00% | New | 2,382 | $115K |
| Kopp Family Office, LLC | 0.07% | No change | 2,173 | $105K |
| Burkett Financial Services, LLC | 0.04% | Add +115.4% | 2,141 | $104K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -3.0% | 1,970 | $95K |
| Clear Investment Research, LLC | 0.12% | Reduce -1.7% | 1,922 | $93K |
| Crews Bank & Trust | 0.02% | No change | 1,880 | $91K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,869 | $90K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +50.4% | 1,714 | $83K |
| AE Wealth Management LLC | 0.00% | Reduce -36.9% | 1,701 | $82K |
| Deutsche Bank AG | 0.00% | No change | 1,547 | $75K |
| Rossby Financial, LCC | 0.03% | New | 1,382 | $67K |
| Farther Finance Advisors, LLC | 0.00% | Add +223.4% | 1,258 | $61K |
| Rothschild Investment LLC | 0.00% | No change | 1,195 | $58K |
| Archer Investment Corp | 0.01% | Add +1.7% | 1,110 | $54K |
| Elevate Wealth Advisory, Inc. | 0.04% | Reduce -8.6% | 1,095 | $53K |
| Sachetta, LLC | 0.02% | No change | 1,075 | $52K |
| Bogart Wealth, LLC | 0.00% | No change | 992 | $48K |
| Woodside Wealth Management LLC | 0.04% | — | 936 | $45K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -33.0% | 779 | $37K |
| Lanark Financial, Inc. | 0.00% | — | 760 | $36K |
| Ameriflex Group, Inc. | 0.01% | No change | 706 | $34K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +762.5% | 690 | $33K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.3% | 679 | $33K |
| Spire Wealth Management | 0.00% | Reduce -27.3% | 580 | $28K |
| Franklin Resources Inc. | 0.00% | No change | 575 | $28K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.2% | 518 | $25K |
| Pacifica Partners Inc. | 0.01% | Add +0.6% | 499 | $24K |
| Regions Financial Corp. | 0.00% | No change | 501 | $24K |
| IFP Advisors, Inc | 0.00% | Reduce -3.0% | 489 | $24K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 472 | $23K |
| CVA Family Office, LLC | 0.00% | New | 446 | $22K |
| Global Wealth Strategies & Associates | 0.01% | Add +769.4% | 426 | $21K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 424 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Add +60.1% | 389 | $19K |
| Godsey & Gibb, Inc. | 0.00% | New | 327 | $16K |
| Ascentis Wealth Management, LLC | 0.00% | New | 313 | $15K |
| Rise Advisors, LLC | 0.01% | Add +0.7% | 304 | $15K |
| Ancora Advisors LLC | 0.00% | No change | 291 | $14K |
| General Partner, Inc. | 0.01% | No change | 245 | $12K |
| Arax Advisory Partners | 0.00% | New | 225 | $11K |
| Copia Wealth Management | 0.01% | No change | 220 | $11K |
| Bank of New Hampshire | 0.00% | Add +23.7% | 209 | $10K |
| Park Square Financial Group, LLC | 0.01% | No change | 206 | $10K |
| SVB Wealth LLC | 0.00% | New | 201 | $10K |
| Capital Analysts, LLC | 0.00% | Reduce -75.0% | 187 | $9K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 185 | $9K |
| Citigroup Inc. | 0.00% | No change | 168 | $8K |
| Clearstead Trust, LLC | 0.00% | No change | 163 | $8K |
| CoreCap Advisors, LLC | 0.00% | Reduce -48.2% | 160 | $8K |
| Assetmark, Inc. | 0.00% | New | 117 | $6K |
| Sound Income Strategies, LLC | 0.00% | Add +46.0% | 111 | $5K |
| Pineridge Advisors LLC | 0.00% | Add +0.9% | 110 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 108 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 100 | $5K |
| Parallel Advisors, LLC | 0.00% | Reduce -19.1% | 85 | $4K |
| Horizon Investments, LLC | 0.00% | No change | 71 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 64 | $3K |
| ORG Partners LLC | 0.00% | Reduce -84.8% | 64 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 53 | $3K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 55 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 50 | $2K |
| JNBA Financial Advisors | 0.00% | New | 25 | $1K |
| Strengthening Families & Communities, LLC | 0.00% | New | 19 | $919 |
| Millstone Evans Group, LLC | 0.00% | No change | 16 | $774 |
| Medallion Wealth Advisors, LLC | 0.00% | New | 16 | $772 |
| Cape Investment Advisory, Inc. | 0.00% | New | 15 | $712 |
| HighMark Wealth Management LLC | 0.00% | No change | 14 | $677 |
| Dunhill Financial, LLC | 0.00% | New | 15 | $644 |
| Legacy Wealth Managment, LLC | 0.00% | No change | 12 | $581 |
| Sunbelt Securities, Inc. | 0.00% | Reduce -50.0% | 10 | $483 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $247 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $146 |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -57.1% | 3 | $145 |
| Cornerstone Planning Group LLC | 0.00% | New | 2 | $96 |
| Anderson Financial Strategies, LLC | 0.00% | No change | 1 | $48 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -100.0% | 1 | $27 |
"% 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.