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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $12.9M |
| Exits | 25 | $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 |
| Summit Wealth Partners, LLC | 0.69% | Reduce -2.9% | 73,974 | $3.6M |
| Seeds Investor LLC | 0.82% | Add +16.7% | 72,102 | $3.5M |
| Allworth Financial LP | 0.02% | Add +0.3% | 68,331 | $3.3M |
| Focus Partners Advisor Solutions, LLC | 0.04% | Reduce -7.3% | 66,437 | $3.2M |
| Baker Avenue Asset Management, LP | 0.09% | No change | 65,714 | $3.2M |
| Kestra Advisory Services, LLC | 0.02% | Add +16.8% | 63,852 | $3.1M |
| McClarren Financial Advisors, Inc. | 1.96% | Reduce -1.6% | 61,790 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.8% | 60,607 | $2.9M |
| Oppenheimer & Co. Inc. | 0.04% | Reduce -4.4% | 58,273 | $2.8M |
| Turn8 Private Wealth Inc. | 2.04% | Add +4.6% | 58,026 | $2.8M |
| OneDigital Investment Advisors LLC | 0.03% | Reduce -6.3% | 58,007 | $2.8M |
| NewEdge Advisors, LLC | 0.01% | Add +13.4% | 57,776 | $2.8M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.8% | 56,325 | $2.7M |
| Samalin Investment Counsel, LLC | 1.04% | Add +0.5% | 55,239 | $2.7M |
| Smithfield Trust Co | 0.12% | No change | 54,327 | $2.6M |
| Private Advisor Group, LLC | 0.01% | Reduce -3.3% | 54,038 | $2.6M |
| eCIO, Inc. | 1.11% | Add +1.0% | 53,961 | $2.6M |
| Investment Advisory Group, LLC | 0.76% | Add +2.6% | 51,602 | $2.5M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.0% | 51,387 | $2.5M |
| Wealth Dimensions Group, Ltd. | 0.55% | Add +1.9% | 50,840 | $2.5M |
| Sound View Wealth Advisors Group, LLC | 0.18% | Reduce -0.8% | 50,322 | $2.4M |
| Greenberg Financial Group | 0.89% | Add +4.7% | 49,069 | $2.4M |
| City Holding Co. | 0.31% | Add +5.4% | 47,928 | $2.3M |
| Cambridge Associates LLC /Ma/ | 0.05% | No change | 47,033 | $2.3M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.9% | 46,901 | $2.3M |
| Keystone Financial Group, Inc. | 1.38% | Add +11.2% | 44,739 | $2.2M |
| Washington Trust Bank | 0.18% | Add +197.2% | 43,684 | $2.1M |
| PDS Planning, Inc | 0.16% | Add +1.1% | 43,627 | $2.1M |
| Goldstone Financial Group, LLC | 0.28% | Reduce -29.0% | 43,545 | $2.1M |
| Joseph Group Capital Management | 0.71% | Reduce -12.4% | 43,232 | $2.1M |
| Stone House Investment Management, LLC | 0.38% | Add +3.1% | 42,598 | $2.1M |
| Richard W. Paul & Associates, LLC | 0.73% | Reduce -1.4% | 41,452 | $2.0M |
| Betterment LLC | 0.00% | Add +6.8% | 39,922 | $1.9M |
| Prospera Financial Services Inc | 0.04% | Add +2.6% | 39,910 | $1.9M |
| Park Place Capital Corp | 0.44% | New | 39,970 | $1.9M |
| Rockbridge Investment Management, LCC | 0.21% | Reduce -2.3% | 39,695 | $1.9M |
| MKT Advisors LLC | 0.72% | Reduce -3.4% | 37,719 | $1.8M |
| Horizon Family Wealth, Inc. | 1.11% | Reduce -1.4% | 37,499 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | Add +13.9% | 37,471 | $1.8M |
| Charter Oak Capital Management, LLC | 0.15% | Add +0.2% | 37,200 | $1.8M |
| Wealthspire Advisors, LLC | 0.01% | Add +4.2% | 35,361 | $1.7M |
| Focus Partners Wealth | 0.00% | Add +18.4% | 34,094 | $1.7M |
| Merit Financial Group, LLC | 0.02% | Add +1.9% | 33,541 | $1.6M |
| FC Advisory LLC | 0.49% | Add +1.5% | 32,778 | $1.6M |
| KMG Fiduciary Partners, LLC | 0.12% | Add +0.1% | 32,424 | $1.6M |
| CW Advisors, LLC | 0.02% | Reduce -2.9% | 32,406 | $1.6M |
| Rialto Wealth Management, LLC | 0.43% | Reduce -0.4% | 31,870 | $1.6M |
| South Plains Financial, Inc. | 1.08% | Add +11.0% | 31,534 | $1.5M |
| 1832 Asset Management L.P. | 0.00% | Add +4.2% | 31,184 | $1.5M |
| Columbus Macro, LLC | 0.18% | Reduce -20.3% | 30,692 | $1.5M |
| McKinley Carter Wealth Services, Inc. | 0.08% | Reduce -36.3% | 30,133 | $1.5M |
| Rik Saylor Financial, Inc. | 1.13% | Reduce -6.0% | 30,055 | $1.5M |
| Eukles Asset Management | 0.58% | Reduce -2.1% | 29,376 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -4.7% | 28,718 | $1.4M |
| Vantage Financial Partners, LLC | 0.31% | Reduce -2.5% | 27,765 | $1.4M |
| First PREMIER Bank | 0.33% | Reduce -2.4% | 27,736 | $1.3M |
| Bellwether Advisors, LLC | 0.23% | Add +2.5% | 27,643 | $1.3M |
| Darden Wealth Group Inc | 0.81% | Reduce -0.2% | 27,443 | $1.3M |
| Nwam LLC | 0.08% | Add +0.7% | 27,245 | $1.3M |
| Sheets Smith Wealth Management | 0.15% | Add +10.5% | 27,010 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Add +68.5% | 26,708 | $1.3M |
| Coldstream Capital Management Inc. | 0.02% | Add +324.6% | 26,251 | $1.3M |
| Luts & Greenleigh Group, Inc. | 1.21% | Reduce -0.2% | 25,837 | $1.3M |
| Composition Wealth, LLC | 0.02% | Add +102.2% | 24,798 | $1.2M |
| Rather & Kittrell, Inc. | 0.23% | Reduce -6.0% | 24,315 | $1.2M |
| HHM Wealth Advisors, LLC | 0.14% | Reduce -1.7% | 24,216 | $1.2M |
| Hill Island Financial LLC | 0.33% | Reduce -9.9% | 24,020 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +14.0% | 23,805 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.15% | No change | 23,658 | $1.2M |
| Harbour Investments, Inc. | 0.03% | Reduce -10.3% | 22,955 | $1.1M |
| Mutual Advisors, LLC | 0.03% | Reduce -0.0% | 22,707 | $1.1M |
| Choreo, LLC | 0.02% | Add +3.6% | 22,461 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +1.6% | 22,457 | $1.1M |
| LJI Wealth Management, LLC | 0.19% | Reduce -48.8% | 22,343 | $1.1M |
| Vicus Capital | 0.09% | Add +3.3% | 22,273 | $1.1M |
| Essex Financial Services, Inc. | 0.07% | Add +3.0% | 21,968 | $1.1M |
| Oarsman Capital, Inc. | 0.16% | Reduce -9.4% | 21,261 | $1.0M |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.2% | 21,183 | $1.0M |
| Center for Financial Planning, Inc. | 0.12% | No change | 20,845 | $1.0M |
| Ironwood Investment Counsel, LLC | 0.16% | Reduce -8.6% | 20,709 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.44% | Reduce -1.3% | 20,088 | $977K |
| Sunburst Financial Group, LLC | 0.22% | Add +0.2% | 20,082 | $977K |
| Headinvest, LLC | 0.21% | No change | 19,847 | $966K |
| Western Wealth Management, LLC | 0.06% | Reduce -0.5% | 19,681 | $957K |
| TFC Financial Management, Inc. | 0.13% | New | 19,350 | $941K |
| Commonwealth Financial Services, LLC | 0.18% | Reduce -2.3% | 19,057 | $927K |
| Main Street Research LLC | 0.06% | Add +9.8% | 18,966 | $923K |
| Stifel Financial Corp. | 0.00% | Add +16.5% | 18,373 | $894K |
| Crestwood Advisors Group, LLC | 0.02% | Add +52.9% | 18,152 | $883K |
| ABLE Financial Group, LLC | 0.21% | No change | 17,972 | $874K |
| &partners | 0.01% | Add +62.7% | 17,629 | $858K |
| Janney Montgomery Scott LLC | 0.00% | Add +2.5% | 17,540 | $853K |
| Mattern Capital Management, LLC | 0.10% | Add +0.4% | 16,945 | $824K |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.9% | 16,929 | $820K |
| Berger Financial Group, Inc | 0.05% | Add +0.1% | 16,689 | $812K |
| Pine Haven Investment Counsel, Inc | 0.63% | Add +1.9% | 16,485 | $802K |
| Eaton Financial Holdings Company, LLC | 0.24% | Reduce -64.2% | 15,865 | $772K |
| TrueWealth Financial Partners | 0.42% | Reduce -56.4% | 15,806 | $769K |
| Integrated Wealth Concepts LLC | 0.01% | Add +0.8% | 15,586 | $758K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +38.0% | 15,218 | $740K |
| Donor Advised Charitable Giving, Inc. | 0.01% | No change | 15,083 | $734K |
| Beacon Financial Advisory LLC | 0.18% | Add +7.1% | 14,706 | $715K |
| US Bancorp \de | 0.00% | Add +5.9% | 14,461 | $704K |
| Diversified Portfolios, Inc. | 0.07% | Reduce -4.9% | 14,414 | $701K |
| Global Retirement Partners, LLC | 0.02% | — | 14,274 | $694K |
| National Bank of Canada | 0.00% | Add +4.3% | 14,099 | $685K |
| AlphaCore Capital LLC | 0.03% | Reduce -6.9% | 14,037 | $683K |
| MAI Capital Management | 0.00% | Add +2.6% | 13,902 | $676K |
| Leavell Investment Management, Inc. | 0.03% | Add +1.6% | 13,685 | $666K |
| Smartleaf Asset Management LLC | 0.06% | Add +14.7% | 13,656 | $664K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.29% | Reduce -1.3% | 13,582 | $661K |
| Arete Wealth Advisors, LLC | 0.05% | Add +145.8% | 13,546 | $659K |
| Captrust Financial Advisors | 0.00% | Reduce -11.3% | 13,238 | $644K |
| Park Avenue Securities LLC | 0.01% | Reduce -0.3% | 12,918 | $628K |
| Avantax Advisory Services, Inc. | 0.00% | Add +9.7% | 12,783 | $622K |
| Blair William & Co. | 0.00% | Reduce -10.2% | 12,685 | $617K |
| Evensky & Katz LLC | 0.04% | Add +0.9% | 12,550 | $611K |
| Cwm, LLC | 0.00% | Reduce -7.5% | 12,297 | $598K |
| Greykasell Wealth Strategies, Inc. | 0.28% | Reduce -8.9% | 12,065 | $587K |
| Opus Capital Group, LLC | 0.07% | Add +0.2% | 11,914 | $580K |
| Truist Financial Corp. | 0.00% | Reduce -14.2% | 11,620 | $565K |
| BNP Paribas Financial Markets | 0.00% | Add +285.3% | 11,232 | $546K |
| Northwest Capital Management Inc | 0.29% | Add +4.0% | 11,066 | $538K |
| Old Mission Capital LLC | 0.01% | New | 11,063 | $538K |
| Ameritas Advisory Services, LLC | 0.03% | New | 11,043 | $537K |
| Ieq Capital, LLC | 0.00% | No change | 11,000 | $535K |
| Arlington Trust Co LLC | 0.10% | No change | 10,900 | $530K |
| Summit Financial, LLC | 0.01% | Reduce -0.8% | 10,658 | $519K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +84.6% | 10,498 | $511K |
| CreativeOne Wealth, LLC | 0.01% | New | 10,478 | $510K |
| Global Financial Private Client, LLC | 0.19% | No change | 10,424 | $507K |
| Chicago Partners Investment Group LLC | 0.01% | Add +12.7% | 10,046 | $487K |
| Colonial Trust Advisors | 0.04% | Reduce -12.5% | 10,008 | $487K |
| Cerity Partners LLC | 0.00% | Reduce -47.5% | 9,896 | $481K |
| Colonial Trust Co / SC | 0.07% | Reduce -11.4% | 9,890 | $481K |
| Accredited Investor Services, LLC | 0.36% | Add +1.7% | 9,881 | $481K |
| Ashton Thomas Private Wealth, LLC | 0.02% | Reduce -3.5% | 9,821 | $478K |
| Comerica Bank | 0.00% | Reduce -0.0% | 9,482 | $461K |
| Two Sigma Securities, LLC | 0.06% | Reduce -32.4% | 9,460 | $460K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 9,400 | $457K |
| Legacy Capital Wealth Partners, LLC | 0.10% | No change | 8,867 | $431K |
| Cordgrass Capital Advisors, LLC | 0.11% | Add +25.4% | 8,619 | $419K |
| Level Wealth Management LLC | 0.24% | Reduce -57.4% | 8,591 | $418K |
| Blue Trust, Inc. | 0.00% | Reduce -31.3% | 8,207 | $399K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -3.3% | 8,198 | $399K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -2.8% | 7,849 | $382K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +16.0% | 7,732 | $376K |
| Studio Investment Management LLC | 0.08% | Reduce -24.6% | 7,730 | $376K |
| SC&H Financial Advisors, Inc. | 0.06% | Add +0.6% | 7,372 | $359K |
| Garde Capital, Inc. | 0.02% | No change | 7,190 | $350K |
| Stephens Consulting, LLC | 0.08% | Reduce -13.9% | 7,160 | $348K |
| Magnolia Capital Advisors LLC | 0.09% | Reduce -11.9% | 7,122 | $346K |
| Uptick Partners, LLC | 0.10% | New | 7,047 | $343K |
| Spirit of America Management Corp. | 0.07% | Reduce -2.7% | 7,006 | $340K |
| Kelman-Lazarov, Inc. | 0.05% | Add +1.0% | 6,851 | $333K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.12% | Add +19.8% | 6,794 | $331K |
| Christensen, King & Associates Investment Services, Inc. | 0.15% | Add +0.7% | 6,709 | $326K |
| LVZ, Inc. | 0.04% | Reduce -32.8% | 6,598 | $321K |
| International Assets Investment Management, LLC | 0.03% | Reduce -38.9% | 6,577 | $320K |
| Susquehanna International Group, LLP | 0.00% | New | 6,540 | $318K |
| Family Capital Management, Inc. | 0.16% | New | 6,454 | $314K |
| Curat Global, LLC | 0.30% | Add +24.5% | 6,442 | $313K |
| Farther Finance Advisors, LLC | 0.01% | Add +405.5% | 6,359 | $309K |
| Atria Wealth Solutions, Inc. | 0.01% | Add +7.3% | 6,325 | $308K |
| Priebe Wealth Holdings LLC | 0.26% | No change | 6,115 | $297K |
| Elevate Wealth Advisory, Inc. | 0.21% | Add +456.0% | 6,088 | $296K |
| Money Concepts Capital Corp. | 0.02% | No change | 5,992 | $292K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.8% | 5,652 | $275K |
| Stephen J. Garry & Associates, LLC | 0.24% | No change | 5,640 | $274K |
| Valley Forge Investment Consultants Inc. Adv | 0.09% | Add +1.3% | 5,570 | $271K |
| Infinity Wealth Counsel, LLC | 0.27% | Reduce -3.5% | 5,560 | $270K |
| Parsonex Advisory Services, Inc. | 0.23% | — | 5,553 | $270K |
| Smith & Howard Wealth Management, LLC | 0.07% | No change | 5,543 | $270K |
| Walter & Keenan Wealth Management LLC /in/ | 0.08% | No change | 5,540 | $270K |
| Hohimer Wealth Management, LLC | 0.05% | Reduce -7.8% | 5,520 | $269K |
| Essex Bank | 0.06% | No change | 5,470 | $266K |
| PFS Partners, LLC | 0.13% | No change | 5,432 | $264K |
| Cidel Asset Management Inc. | 0.02% | No change | 5,425 | $264K |
| Rede Wealth, LLC | 0.10% | Reduce -7.3% | 5,409 | $263K |
| Corient Private Wealth LP | 0.00% | New | 5,368 | $261K |
| Affinity Capital Advisors, LLC | 0.04% | Reduce -21.4% | 5,214 | $254K |
| Sfmg, LLC | 0.02% | Add +4.7% | 5,210 | $253K |
| Pinnacle Financial Partners Inc | 0.01% | New | 5,154 | $251K |
| World Investment Advisors | 0.01% | Add +6.9% | 5,130 | $250K |
| Wealth Forward, LLC | 0.16% | No change | 5,042 | $245K |
| SigFig Wealth Management, LLC | 0.01% | New | 5,037 | $245K |
| BCS Private Wealth Management, Inc. | 0.09% | — | 5,000 | $243K |
| Silverlake Wealth Management LLC | 0.07% | New | 4,930 | $240K |
| Savant Capital, LLC | 0.00% | Add +15.3% | 4,900 | $238K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -8.7% | 4,767 | $232K |
| Hudson Capital Management LLC | 0.07% | Add +0.7% | 4,675 | $227K |
| Compound Planning, Inc. | 0.01% | New | 4,604 | $224K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +4.5% | 4,590 | $223K |
| Flynn Zito Capital Management, LLC | 0.09% | Reduce -17.9% | 4,552 | $221K |
| Wealth Architects, LLC | 0.02% | Reduce -36.0% | 4,546 | $221K |
| Patriot Investment Management Group, Inc. | 0.02% | Reduce -8.7% | 4,488 | $218K |
| Weaver Consulting Group | 0.06% | New | 4,470 | $217K |
| XTX Topco Ltd | 0.01% | New | 4,452 | $217K |
| Beaumont Financial Advisors, LLC | 0.02% | Add +0.9% | 4,422 | $215K |
| Holderness Investments Co. | 0.05% | No change | 4,379 | $213K |
| Key Financial Inc | 0.04% | No change | 4,351 | $212K |
| Steel Grove Capital Advisors, LLC | 0.02% | No change | 4,305 | $209K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +0.6% | 4,256 | $207K |
| IHT Wealth Management, LLC | 0.01% | Add +1.6% | 4,228 | $206K |
| Summa Corp. | 0.11% | New | 4,200 | $204K |
| NorthCoast Asset Management LLC | 0.00% | Reduce -38.2% | 4,176 | $203K |
| WBH Advisory Inc. | 0.02% | Reduce -4.9% | 4,131 | $201K |
| Security National Bank | 0.03% | Reduce -4.0% | 4,064 | $198K |
| NFSG Corp | 0.03% | New | 3,955 | $192K |
| WealthShield Partners, LLC | 0.02% | Add +19.0% | 3,901 | $190K |
| Rice Partnership, LLC | 0.03% | New | 3,812 | $185K |
| FMR LLC | 0.00% | Add +35.4% | 3,583 | $174K |
| Centaurus Financial, Inc. | 0.01% | Add +1.4% | 3,494 | $170K |
| Valley National Advisers Inc. | 0.03% | Add +0.1% | 3,431 | $166K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.1% | 3,324 | $162K |
| Bfsg, LLC | 0.02% | Add +1.9% | 2,977 | $145K |
| Parallel Advisors, LLC | 0.00% | Add +3024.7% | 2,656 | $129K |
| Midwest Capital Advisors, LLC | 0.06% | No change | 2,408 | $117K |
| CX Institutional | 0.00% | No change | 2,382 | $116K |
| Burkett Financial Services, LLC | 0.04% | Add +4.9% | 2,245 | $109K |
| Kopp Family Office, LLC | 0.07% | No change | 2,173 | $106K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,970 | $96K |
| Clear Investment Research, LLC | 0.12% | Add +0.5% | 1,932 | $94K |
| Crews Bank & Trust | 0.01% | No change | 1,880 | $91K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,869 | $91K |
| Assetmark, Inc. | 0.00% | Add +1394.0% | 1,748 | $85K |
| Deutsche Bank AG | 0.00% | No change | 1,547 | $75K |
| Banque Transatlantique SA | 0.00% | New | 1,442 | $70K |
| Rothschild Investment LLC | 0.00% | No change | 1,195 | $58K |
| Federation des caisses Desjardins du Quebec | 0.00% | Reduce -35.1% | 1,113 | $54K |
| Archer Investment Corp | 0.01% | No change | 1,110 | $54K |
| Sachetta, LLC | 0.02% | No change | 1,075 | $52K |
| Bogart Wealth, LLC | 0.00% | No change | 992 | $48K |
| Woodside Wealth Management LLC | 0.04% | Add +2.1% | 956 | $47K |
| AE Wealth Management LLC | 0.00% | Reduce -44.6% | 943 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 779 | $38K |
| Twin Peaks Wealth Advisors, LLC | 0.01% | New | 762 | $37K |
| Lanark Financial, Inc. | 0.00% | No change | 760 | $36K |
| Ameriflex Group, Inc. | 0.02% | No change | 706 | $34K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.2% | 698 | $34K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -1.5% | 669 | $33K |
| Rossby Financial, LCC | 0.01% | Reduce -53.5% | 643 | $31K |
| Longview Financial Advisors LLC | 0.02% | Reduce -87.0% | 619 | $30K |
| Spire Wealth Management | 0.00% | Add +2.9% | 597 | $29K |
| Franklin Resources Inc. | 0.00% | No change | 575 | $28K |
| Glass Jacobson Investment Advisors llc | 0.01% | Add +14.4% | 540 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.2% | 519 | $25K |
| Pacifica Partners Inc. | 0.01% | Add +1.0% | 504 | $25K |
| IFP Advisors, Inc | 0.00% | No change | 489 | $24K |
| CVA Family Office, LLC | 0.00% | No change | 446 | $22K |
| Reyes Financial Architecture, Inc. | 0.02% | No change | 424 | $21K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 313 | $15K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 307 | $15K |
| Ancora Advisors LLC | 0.00% | No change | 291 | $14K |
| CoreCap Advisors, LLC | 0.00% | Add +64.4% | 263 | $13K |
| General Partner, Inc. | 0.01% | No change | 245 | $12K |
| Arax Advisory Partners | 0.00% | No change | 225 | $11K |
| Bank of New Hampshire | 0.00% | No change | 209 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 185 | $9K |
| Capital Analysts, LLC | 0.00% | No change | 187 | $9K |
| Citigroup Inc. | 0.00% | Add +0.6% | 169 | $8K |
| Clearstead Trust, LLC | 0.00% | No change | 163 | $8K |
| Cape Investment Advisory, Inc. | 0.00% | Add +886.7% | 148 | $7K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -62.5% | 146 | $7K |
| Pineridge Advisors LLC | 0.00% | Add +0.9% | 111 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 108 | $5K |
| Horizon Investments, LLC | 0.00% | No change | 71 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 64 | $3K |
| ORG Partners LLC | 0.00% | No change | 64 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 53 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 50 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -41.8% | 32 | $2K |
| Sunbelt Securities, Inc. | 0.00% | Add +100.0% | 20 | $955 |
| Millstone Evans Group, LLC | 0.00% | No change | 16 | $778 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 16 | $775 |
| Larson Financial Group LLC | 0.00% | New | 15 | $730 |
| HighMark Wealth Management LLC | 0.00% | No change | 14 | $681 |
| Manchester Capital Management LLC | 0.00% | New | 11 | $538 |
| Private Wealth Asset Management, LLC | 0.00% | New | 9 | $438 |
| Sound Income Strategies, LLC | 0.00% | Reduce -92.8% | 8 | $394 |
| Iron Horse Wealth Management, LLC | 0.00% | No change | 5 | $251 |
| Global Wealth Strategies & Associates | 0.00% | Reduce -99.1% | 4 | $199 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $146 |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 1 | $28 |
"% 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.