iShares Core 1-5 Year Usd BoISTBETF

13F holders, Q2 2025 (June 30)
384holders −2
24new positions
25sold out
2famous investors
$48.64avg. 13F price*

At the end of Q2 2025, 384 institutions reported holding iShares Core 1-5 Year Usd Bo (ISTB) in their 13F filings, down 2 from Q1 2025. 24 opened new positions and 25 sold out. The largest holders were Acorns Advisers, LLC ($496.2M), BlackRock, Inc. ($341.1M) and State of Wisconsin Investment Board ($249.5M). 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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions24$12.9M
Exits25$21.9M

All 13F filers, Q1 2025 → Q2 2025: 4,440,571 shares bought and 2,997,828 shares sold, net +1,442,743 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 384 holders

Acorns Advisers, LLC 4.26% Reduce -6.6% 10,198,998 $496.2M
BlackRock, Inc. 0.01% Add +27.3% 7,012,213 $341.1M
State of Wisconsin Investment Board 0.61% Add +1.6% 5,128,625 $249.5M
Charles Schwab Investment Management Inc. 0.02% Reduce -19.6% 2,400,472 $116.8M
Raymond James Financial Inc. 0.03% Reduce -0.1% 1,995,387 $97.1M
Trust Point Inc. 7.75% Reduce -7.1% 1,688,601 $82.2M
Spinnaker Trust 3.92% Reduce -2.9% 1,338,348 $65.1M
Mariner, LLC 0.08% Add +2.0% 1,156,571 $56.3M
Townsend & Associates, Inc 5.34% Add +1.6% 1,110,526 $53.9M
LPL Financial LLC 0.02% Add +52.5% 1,024,472 $49.8M
Jones Financial Companies LLLP 0.04% Add +18.6% 983,656 $47.8M
Cahaba Wealth Management, Inc. 3.60% Reduce -1.5% 951,285 $46.3M
JPMorgan Chase & Co. 0.00% Add +24.2% 930,891 $45.3M
UBS Group AG 0.01% Reduce -2.8% 868,838 $42.3M
Bank of America Corp. 0.00% Add +9.1% 764,741 $37.2M
Morgan Stanley 0.00% Add +11.3% 729,001 $35.5M
MBL Wealth, LLC 3.31% Reduce -0.8% 710,403 $34.6M
Wells Fargo & Company 0.01% Add +12.1% 626,164 $30.5M
Envestnet Asset Management Inc. 0.01% Reduce -0.6% 571,138 $27.8M
Destination Wealth Management 0.81% Add +1.9% 565,858 $27.5M
Cim, LLC 3.69% Add +2.3% 563,058 $27.4M
FPC Investment Advisory, Inc. 16.55% Add +7.9% 545,274 $26.5M
Royal Bank of Canada 0.00% Reduce -38.7% 522,230 $25.4M
Ameriprise Financial Inc. 0.01% Add +60.0% 513,291 $25.0M
Courage Miller Partners, LLC 7.86% Reduce -2.0% 509,792 $24.8M
Geneos Wealth Management Inc. 0.60% Add +2.4% 502,761 $24.5M
Pittenger & Anderson Inc. 0.86% Add +2.3% 485,522 $23.6M
Koss-Olinger Consulting, LLC 1.87% Reduce -4.9% 468,079 $22.8M
Johnson Financial Group, Inc. 0.90% Add +20.0% 409,777 $19.9M
Renaissance Technologies 0.03% Reduce -23.1% 406,500 $19.8M
Apella Capital, LLC 0.51% Add +62.3% 390,604 $18.9M
Opal Wealth Advisors, LLC 5.16% Add +3.8% 382,554 $18.6M
Beacon Pointe Advisors, LLC 0.19% Add +3.5% 375,644 $18.3M
Hunter Associates Investment Management LLC 2.61% Reduce -0.5% 362,911 $17.6M
Wealth Management Resources, Inc. 5.52% Add +6.5% 332,078 $16.2M
Capital Insight Partners, LLC 2.52% Reduce -7.0% 298,413 $14.5M
Argent Advisors, Inc. 4.47% Reduce -0.9% 296,781 $14.4M
DORVAL Corp 5.03% Add +2.9% 289,020 $14.1M
Omega Financial Group, LLC 4.80% Add +1.4% 273,767 $13.3M
Independence Financial Advisors, LLC 5.14% Add +1.1% 271,837 $13.2M
Bank of New York Mellon Corp 0.00% Add +13.3% 268,229 $13.0M
Goldman Sachs Group Inc. 0.00% Add +61.5% 266,685 $13.0M
Alexander Randolph Advisory, Inc. 10.92% Add +19.5% 250,491 $12.2M
Lineweaver Wealth Advisors, LLC 1.91% Add +23.5% 249,026 $12.1M
IRON Financial LLC 5.69% Add +0.9% 221,121 $10.8M
Abundance Wealth Counselors 1.99% Reduce -5.2% 218,284 $10.6M
Creative Planning 0.01% Reduce -8.4% 214,769 $10.4M
Lakeridge Wealth Management LLC 4.70% Add +1.9% 210,089 $10.2M
Citadel Advisors 0.01% Add +96.0% 195,809 $9.5M
Orion Porfolio Solutions, LLC 0.08% Reduce -5.6% 194,672 $9.5M
Commonwealth Equity Services, LLC 0.01% Reduce -1.4% 193,801 $9.4M
Phillips Financial Management, LLC 0.67% Reduce -3.4% 189,072 $9.2M
Buttonwood Financial Advisors Inc. 3.66% Add +1.1% 187,435 $9.1M
Osaic Holdings, Inc. 0.02% Add +10.9% 186,747 $9.1M
Fiduciary Advisors, Inc. 7.93% Add +6.0% 185,273 $9.0M
Wescott Financial Advisory Group, LLC 0.85% Add +1.3% 182,860 $8.9M
Fonville Wealth Management LLC 2.08% Add +3.9% 169,162 $8.2M
MML Investors Services, LLC 0.02% Add +21.4% 168,694 $8.2M
Morris Financial Concepts, Inc. 3.23% Reduce -2.2% 167,204 $8.1M
CGN Advisors LLC 0.72% Reduce -16.6% 165,636 $8.1M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.2% 158,312 $7.7M
Cranbrook Wealth Management, LLC 1.60% Reduce -4.7% 154,557 $7.5M
Maryland Capital Advisors Inc. 2.91% Add +1851.0% 152,644 $7.4M
Factor Wealth Management LTD 1.99% Add +5.2% 149,720 $7.3M
Hoxton Planning & Management, LLC 2.52% Reduce -0.0% 149,663 $7.3M
KFA Private Wealth Group, LLC 2.25% Add +6.0% 148,933 $7.2M
Sterling Investment Advisors LLC 3.61% Add +3.3% 142,614 $6.9M
Gilbert Capital Group, Inc. 5.59% — 138,721 $6.7M
Arkansas Financial Group, Inc. 1.04% Reduce -4.8% 137,067 $6.7M
Cetera Investment Advisers 0.01% Reduce -1.6% 135,754 $6.6M
JGP Wealth Management, LLC 0.79% Add +2.7% 134,602 $6.5M
Baker Ellis Asset Management LLC 0.87% Add +3.9% 130,600 $6.4M
Providence First Trust Co 2.24% Add +1.6% 130,588 $6.4M
Brio Consultants, LLC 0.92% Reduce -1.5% 129,174 $6.3M
Russell Investments Group, Ltd. 0.01% No change 128,699 $6.3M
Values First Advisors, Inc. 3.39% Reduce -1.3% 127,765 $6.2M
Onyx Bridge Wealth Group LLC 0.82% Add +2439.9% 127,451 $6.2M
Keybank National Association 0.02% Add +8.4% 114,721 $5.6M
Corepath Wealth Partners LLC 4.69% Reduce -5.2% 115,079 $5.6M
Principal Securities, Inc. 0.10% Add +20.0% 114,070 $5.5M
Jane Street Group, LLC 0.01% Add +218.3% 110,649 $5.4M
HighTower Advisors, LLC 0.01% Reduce -11.7% 108,287 $5.3M
Steward Partners Investment Advisory, LLC 0.04% Add +2.1% 108,237 $5.3M
Natixis Advisors, LLC 0.01% Add +15.0% 107,946 $5.3M
Bluestem Financial Advisors, LLC 2.21% Reduce -3.8% 105,976 $5.2M
Estate Counselors, LLC 0.50% New 104,630 $5.1M
Dentgroup LLC 3.49% Reduce -3.1% 103,473 $5.0M
AtlasMark Financial, Inc 3.79% Add +24.2% 102,290 $5.0M
Bank of Montreal 0.00% Reduce -51.9% 99,409 $4.8M
Equitable Holdings, Inc. 0.04% Add +53.1% 99,069 $4.8M
Eldridge Investment Advisors, Inc. 1.01% Add +0.0% 99,229 $4.8M
C M Bidwell & Associates Ltd. 2.47% Add +0.9% 97,808 $4.8M
Lutz Financial Services LLC 0.34% Reduce -0.5% 90,552 $4.4M
BCGM Wealth Management, LLC 1.22% Add +1.9% 88,644 $4.3M
Cannon Financial Strategists, Inc. 0.64% No change 83,803 $4.1M
Rooted Wealth Advisors, Inc. 1.40% Add +7.1% 83,935 $4.1M
Mather Group, Llc. 0.04% Reduce -12.3% 83,246 $4.0M
Peoples Bank 2.36% Add +1.8% 78,492 $3.8M
Fiduciary Group, LLC 0.36% Reduce -4.7% 78,377 $3.8M
TD Capital Management LLC 0.36% Reduce -3.5% 78,207 $3.8M

"% 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 384 holders