iShares Core 1-5 Year Usd BoISTBETF
13F holders, Q3 2025 (September 30)380holders −4
25new positions
27sold out
2famous investors
$48.84avg. 13F price*
At the end of Q3 2025, 380 institutions reported holding iShares Core 1-5 Year Usd Bo (ISTB) in their 13F filings, down 4 from Q2 2025. 25 opened new positions and 27 sold out. The largest holders were Acorns Advisers, LLC ($536.9M), BlackRock, Inc. ($318.8M) and State of Wisconsin Investment Board ($256.0M). 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $28.4M |
| Exits | 27 | $21.9M |
All 13F filers, Q2 2025 → Q3 2025: 4,204,476 shares bought and 2,993,620 shares sold, net +1,210,856 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 380 holders
| Acorns Advisers, LLC | 4.22% | Add +7.8% | 10,992,587 | $536.9M |
| BlackRock, Inc. | 0.01% | Reduce -6.9% | 6,526,703 | $318.8M |
| State of Wisconsin Investment Board | 0.59% | Add +2.2% | 5,241,225 | $256.0M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.4% | 2,368,074 | $115.7M |
| Raymond James Financial Inc. | 0.03% | Add +5.9% | 2,113,364 | $103.2M |
| Trust Point Inc. | 6.80% | Add +2.1% | 1,723,373 | $84.2M |
| Spinnaker Trust | 3.65% | Add +0.6% | 1,345,877 | $65.7M |
| Mariner, LLC | 0.08% | Add +7.9% | 1,248,030 | $61.0M |
| Jones Financial Companies LLLP | 0.04% | Add +19.6% | 1,176,780 | $57.4M |
| Townsend & Associates, Inc | 5.33% | Add +3.5% | 1,149,069 | $56.2M |
| Cahaba Wealth Management, Inc. | 3.53% | Add +4.9% | 997,635 | $48.7M |
| Bank of America Corp. | 0.00% | Add +22.7% | 938,044 | $45.8M |
| UBS Group AG | 0.01% | Reduce -0.5% | 864,294 | $42.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -7.6% | 859,883 | $42.0M |
| LPL Financial LLC | 0.01% | Reduce -19.7% | 822,849 | $40.2M |
| Morgan Stanley | 0.00% | Add +8.9% | 793,785 | $38.8M |
| MBL Wealth, LLC | 3.19% | Add +5.1% | 746,513 | $36.5M |
| Apella Capital, LLC | 0.77% | Add +81.2% | 707,670 | $34.6M |
| Wells Fargo & Company | 0.01% | Add +3.6% | 648,511 | $31.7M |
| Destination Wealth Management | 0.78% | Add +2.5% | 580,194 | $28.3M |
| FPC Investment Advisory, Inc. | 16.52% | Add +3.4% | 563,731 | $27.5M |
| Courage Miller Partners, LLC | 8.05% | Add +7.9% | 550,008 | $26.9M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 535,340 | $26.1M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.4% | 534,640 | $26.1M |
| Cim, LLC | 3.40% | Reduce -5.3% | 532,918 | $26.0M |
| Pittenger & Anderson Inc. | 0.95% | Add +9.2% | 530,332 | $25.9M |
| Geneos Wealth Management Inc. | 0.64% | Add +2.0% | 513,036 | $25.1M |
| Koss-Olinger Consulting, LLC | 1.87% | Reduce -0.4% | 466,169 | $22.7M |
| Johnson Financial Group, Inc. | 0.84% | Add +12.5% | 460,948 | $22.5M |
| Goldman Sachs Group Inc. | 0.00% | Add +72.5% | 460,167 | $22.5M |
| Bartlett & Co. Wealth Management LLC | 0.27% | New | 421,596 | $20.6M |
| Beacon Pointe Advisors, LLC | 0.17% | Add +9.5% | 411,167 | $20.1M |
| Opal Wealth Advisors, LLC | 5.31% | Add +2.0% | 390,344 | $19.1M |
| Hunter Associates Investment Management LLC | 2.62% | Add +6.6% | 386,857 | $18.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -29.9% | 359,882 | $17.6M |
| IRON Financial LLC | 8.10% | Add +56.5% | 346,166 | $16.9M |
| Wealth Management Resources, Inc. | 5.44% | Add +3.7% | 344,379 | $16.8M |
| Bank of New York Mellon Corp | 0.00% | Add +19.3% | 319,973 | $15.6M |
| DORVAL Corp | 4.92% | Add +5.3% | 304,234 | $14.9M |
| Capital Insight Partners, LLC | 2.38% | Reduce -1.3% | 294,464 | $14.4M |
| Omega Financial Group, LLC | 4.70% | Add +4.6% | 286,277 | $14.0M |
| Alexander Randolph Advisory, Inc. | 11.47% | Add +13.8% | 284,969 | $13.9M |
| Renaissance Technologies | 0.02% | Reduce -32.8% | 273,100 | $13.3M |
| Orion Porfolio Solutions, LLC | 0.10% | Add +36.5% | 265,681 | $13.0M |
| Buttonwood Financial Advisors Inc. | 4.42% | Add +40.2% | 262,762 | $12.8M |
| Abundance Wealth Counselors | 1.99% | Add +9.1% | 238,108 | $11.6M |
| Lakeridge Wealth Management LLC | 4.57% | Add +0.2% | 210,446 | $10.3M |
| Fonville Wealth Management LLC | 2.20% | Add +18.5% | 200,407 | $9.8M |
| Fiduciary Advisors, Inc. | 7.83% | Add +7.2% | 198,543 | $9.7M |
| Wescott Financial Advisory Group, LLC | 0.87% | Add +8.1% | 197,582 | $9.6M |
| Creative Planning | 0.01% | Reduce -9.5% | 194,351 | $9.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.9% | 188,123 | $9.2M |
| Phillips Financial Management, LLC | 0.58% | Reduce -4.6% | 180,454 | $8.8M |
| CGN Advisors LLC | 0.72% | Add +8.3% | 179,421 | $8.8M |
| Cetera Investment Advisers | 0.01% | Add +31.4% | 178,412 | $8.7M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.1% | 177,162 | $8.7M |
| MML Investors Services, LLC | 0.02% | Add +4.7% | 176,684 | $8.6M |
| Morris Financial Concepts, Inc. | 3.11% | Add +5.5% | 176,492 | $8.6M |
| Factor Wealth Management LTD | 2.10% | Add +14.7% | 171,658 | $8.4M |
| Maryland Capital Advisors Inc. | 2.97% | Add +11.2% | 169,684 | $8.3M |
| Independence Financial Advisors, LLC | 2.26% | Reduce -44.2% | 151,705 | $7.4M |
| Cranbrook Wealth Management, LLC | 1.48% | Reduce -2.2% | 151,098 | $7.4M |
| Focus Partners Advisor Solutions, LLC | 0.08% | Add +123.0% | 148,168 | $7.2M |
| Gilbert Capital Group, Inc. | 5.36% | Add +2.3% | 141,913 | $6.9M |
| Keybank National Association | 0.02% | Add +20.2% | 137,936 | $6.7M |
| Sterling Investment Advisors LLC | 3.33% | Reduce -3.4% | 137,720 | $6.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -13.7% | 136,617 | $6.7M |
| KFA Private Wealth Group, LLC | 1.89% | Reduce -9.1% | 135,415 | $6.6M |
| Baker Ellis Asset Management LLC | 0.81% | Add +3.1% | 134,630 | $6.6M |
| JGP Wealth Management, LLC | 0.71% | Reduce -2.5% | 131,167 | $6.4M |
| Principal Securities, Inc. | 0.11% | Add +14.5% | 130,631 | $6.4M |
| Providence First Trust Co | 2.21% | No change | 130,588 | $6.4M |
| Values First Advisors, Inc. | 3.41% | Add +2.1% | 130,514 | $6.4M |
| Russell Investments Group, Ltd. | 0.01% | No change | 128,699 | $6.3M |
| Brio Consultants, LLC | 0.85% | Reduce -2.0% | 126,608 | $6.2M |
| Corepath Wealth Partners LLC | 4.31% | Add +6.0% | 121,926 | $5.9M |
| Arkansas Financial Group, Inc. | 0.85% | Reduce -13.5% | 118,522 | $5.8M |
| Crestwood Advisors Group, LLC | 0.10% | Add +543.6% | 116,824 | $5.7M |
| HighTower Advisors, LLC | 0.01% | Add +7.1% | 115,955 | $5.7M |
| Natixis Advisors, LLC | 0.01% | Add +3.3% | 111,529 | $5.4M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.9% | 107,218 | $5.2M |
| Equitable Holdings, Inc. | 0.04% | Add +6.9% | 105,899 | $5.2M |
| Bluestem Financial Advisors, LLC | 2.01% | Reduce -0.6% | 105,356 | $5.1M |
| Investment Research Partners LLC | 2.31% | — | 105,004 | $5.1M |
| Hoxton Planning & Management, LLC | 1.64% | Reduce -30.4% | 104,151 | $5.1M |
| AtlasMark Financial, Inc | 3.29% | Reduce -1.4% | 100,877 | $4.9M |
| C M Bidwell & Associates Ltd. | 2.32% | Add +1.0% | 98,748 | $4.8M |
| Rooted Wealth Advisors, Inc. | 1.38% | Add +10.3% | 92,589 | $4.5M |
| Bank of Montreal | 0.00% | Reduce -7.6% | 91,894 | $4.5M |
| Lutz Financial Services LLC | 0.32% | Add +1.4% | 91,801 | $4.5M |
| Cannon Financial Strategists, Inc. | 0.58% | Reduce -0.2% | 83,659 | $4.1M |
| Mather Group, Llc. | 0.04% | Reduce -4.3% | 79,676 | $3.9M |
| Seeds Investor LLC | 0.82% | Add +10.0% | 79,333 | $3.9M |
| Peoples Bank | 2.32% | Reduce -1.4% | 77,368 | $3.8M |
| Fiduciary Group, LLC | 0.33% | Reduce -2.1% | 76,731 | $3.7M |
| Kestra Advisory Services, LLC | 0.02% | Add +18.7% | 75,777 | $3.7M |
| Summit Wealth Partners, LLC | 0.66% | Add +0.5% | 74,312 | $3.6M |
| TD Capital Management LLC | 0.33% | Reduce -5.2% | 74,180 | $3.6M |
| Arete Wealth Advisors, LLC | 0.22% | Add +428.0% | 71,521 | $3.5M |
| Invested Advisors | 4.99% | — | 71,730 | $3.4M |
| Allworth Financial LP | 0.01% | Add +0.4% | 68,612 | $3.4M |
| Argent Advisors, Inc. | 0.96% | Reduce -77.5% | 66,632 | $3.3M |
| Baker Avenue Asset Management, LP | 0.08% | No change | 65,714 | $3.2M |
| McClarren Financial Advisors, Inc. | 1.95% | Add +2.6% | 63,376 | $3.2M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.5% | 60,879 | $3.0M |
| BCM Advisors, LLC | 0.59% | New | 59,555 | $2.9M |
| Samalin Investment Counsel, LLC | 1.00% | Add +6.9% | 59,061 | $2.9M |
| Coldstream Capital Management Inc. | 0.04% | Add +122.4% | 58,393 | $2.9M |
| OneDigital Investment Advisors LLC | 0.03% | Add +0.1% | 58,081 | $2.8M |
| Investment Advisory Group, LLC | 0.77% | Add +12.1% | 57,864 | $2.8M |
| Oppenheimer & Co. Inc. | 0.03% | Reduce -1.2% | 57,551 | $2.8M |
| Dentgroup LLC | 1.78% | Reduce -45.4% | 56,458 | $2.8M |
| eCIO, Inc. | 1.01% | Add +2.6% | 55,370 | $2.7M |
| Turn8 Private Wealth Inc. | 1.92% | Reduce -5.5% | 54,835 | $2.7M |
| Smithfield Trust Co | 0.12% | No change | 54,327 | $2.7M |
| NewEdge Advisors, LLC | 0.01% | Reduce -6.8% | 53,878 | $2.6M |
| Park Place Capital Corp | 0.54% | Add +31.4% | 52,509 | $2.6M |
| City Holding Co. | 0.32% | Add +9.2% | 52,336 | $2.6M |
| Greykasell Wealth Strategies, Inc. | 1.08% | Add +333.7% | 52,324 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -7.5% | 52,077 | $2.5M |
| Wealth Dimensions Group, Ltd. | 0.51% | Reduce -0.7% | 50,492 | $2.5M |
| BCGM Wealth Management, LLC | 0.64% | Reduce -43.3% | 50,232 | $2.5M |
| Lineweaver Wealth Advisors, LLC | 0.34% | Reduce -80.8% | 47,715 | $2.3M |
| Cambridge Associates LLC /Ma/ | 0.04% | No change | 47,033 | $2.3M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.1% | 46,851 | $2.3M |
| Sound View Wealth Advisors Group, LLC | 0.15% | Reduce -10.5% | 45,044 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.9% | 44,245 | $2.2M |
| Stone House Investment Management, LLC | 0.36% | Add +3.7% | 44,172 | $2.2M |
| PDS Planning, Inc | 0.15% | Add +0.3% | 43,741 | $2.1M |
| Prospera Financial Services Inc | 0.04% | Add +8.0% | 43,108 | $2.1M |
| Richard W. Paul & Associates, LLC | 0.69% | Add +0.4% | 41,624 | $2.0M |
| Rockbridge Investment Management, LCC | 0.19% | Add +1.0% | 40,091 | $2.0M |
| Betterment LLC | 0.00% | Reduce -1.0% | 39,525 | $1.9M |
| Horizon Family Wealth, Inc. | 1.07% | Add +2.0% | 38,239 | $1.9M |
| Goldstone Financial Group, LLC | 0.22% | Reduce -12.6% | 38,082 | $1.9M |
| MKT Advisors LLC | 0.69% | Add +0.8% | 38,014 | $1.9M |
| Joseph Group Capital Management | 0.52% | Reduce -13.3% | 37,480 | $1.8M |
| Charter Oak Capital Management, LLC | 0.14% | Add +0.2% | 37,265 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -2.3% | 36,602 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +1.1% | 34,452 | $1.7M |
| KMG Fiduciary Partners, LLC | 0.11% | Add +5.1% | 34,086 | $1.7M |
| FC Advisory LLC | 0.48% | Add +1.5% | 33,255 | $1.6M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -6.8% | 32,972 | $1.6M |
| Merit Financial Group, LLC | 0.01% | Reduce -3.4% | 32,401 | $1.6M |
| 1832 Asset Management L.P. | 0.00% | Add +2.5% | 31,948 | $1.6M |
| Eukles Asset Management | 0.60% | Add +7.9% | 31,698 | $1.5M |
| South Plains Financial, Inc. | 0.96% | No change | 31,534 | $1.5M |
| Washington Trust Bank | 0.11% | Reduce -32.7% | 29,404 | $1.4M |
| First PREMIER Bank | 0.32% | Add +5.5% | 29,276 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.6% | 28,253 | $1.4M |
| Bellwether Advisors, LLC | 0.23% | Add +2.0% | 28,205 | $1.4M |
| Sheets Smith Wealth Management | 0.15% | Add +3.7% | 28,010 | $1.4M |
| Nwam LLC | 0.07% | Add +2.2% | 27,841 | $1.4M |
| Rik Saylor Financial, Inc. | 0.99% | Reduce -7.7% | 27,749 | $1.4M |
| Darden Wealth Group Inc | 0.70% | Reduce -0.9% | 27,203 | $1.3M |
| Columbus Macro, LLC | 0.15% | Reduce -12.6% | 26,812 | $1.3M |
| Citadel Advisors | 0.00% | Reduce -86.6% | 26,152 | $1.3M |
| McKinley Carter Wealth Services, Inc. | 0.07% | Reduce -13.5% | 26,064 | $1.3M |
| Vantage Financial Partners, LLC | 0.27% | Reduce -6.8% | 25,884 | $1.3M |
| Luts & Greenleigh Group, Inc. | 1.13% | Reduce -0.6% | 25,691 | $1.3M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +6.5% | 25,345 | $1.2M |
| Commonwealth Financial Services, LLC | 0.21% | Add +31.2% | 25,005 | $1.2M |
| Composition Wealth, LLC | 0.02% | Reduce -3.4% | 23,961 | $1.2M |
| Per Stirling Capital Management, LLC. | 0.14% | Reduce -0.7% | 23,498 | $1.1M |
| HHM Wealth Advisors, LLC | 0.13% | Reduce -5.1% | 22,987 | $1.1M |
| Vicus Capital | 0.09% | Add +2.7% | 22,867 | $1.1M |
| Hill Island Financial LLC | 0.28% | Reduce -4.9% | 22,846 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Add +0.5% | 22,569 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Reduce -58.6% | 22,390 | $1.1M |
| Janney Montgomery Scott LLC | 0.00% | Add +27.6% | 22,374 | $1.1M |
| LJI Wealth Management, LLC | 0.19% | Reduce -0.6% | 22,204 | $1.1M |
| Keystone Financial Group, Inc. | 0.61% | Reduce -50.4% | 22,202 | $1.1M |
| Main Street Research LLC | 0.06% | Add +11.9% | 21,228 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Reduce -4.0% | 21,083 | $1.0M |
| Center for Financial Planning, Inc. | 0.11% | No change | 20,845 | $1.0M |
| Quad-Cities Investment Group, LLC | 0.43% | Add +3.3% | 20,748 | $1.0M |
| Mutual Advisors, LLC | 0.02% | Reduce -9.9% | 20,450 | $1.0M |
| Headinvest, LLC | 0.20% | Reduce -0.5% | 19,747 | $964K |
| TFC Financial Management, Inc. | 0.12% | No change | 19,350 | $945K |
| Harbour Investments, Inc. | 0.02% | Reduce -16.4% | 19,188 | $937K |
| Wealthfront Advisers LLC | 0.00% | Reduce -29.4% | 18,856 | $921K |
| Integrated Wealth Concepts LLC | 0.01% | Add +20.2% | 18,735 | $915K |
| Level Wealth Management LLC | 0.48% | Add +117.3% | 18,672 | $912K |
| ABLE Financial Group, LLC | 0.20% | Add +3.6% | 18,625 | $910K |
| Ironwood Investment Counsel, LLC | 0.13% | Reduce -13.9% | 17,824 | $871K |
| TD Waterhouse Canada Inc. | 0.01% | Add +4.2% | 17,647 | $860K |
| Pine Haven Investment Counsel, Inc | 0.60% | Add +4.0% | 17,146 | $837K |
| Mattern Capital Management, LLC | 0.10% | Add +0.7% | 17,055 | $833K |
| Thrivent Financial for Lutherans | 0.00% | New | 16,886 | $825K |
| Rather & Kittrell, Inc. | 0.14% | Reduce -31.2% | 16,727 | $817K |
| Aptus Capital Advisors, LLC | 0.01% | Reduce -21.4% | 16,650 | $813K |
| Western Wealth Management, LLC | 0.04% | Reduce -16.4% | 16,454 | $804K |
| Berger Financial Group, Inc | 0.05% | Reduce -1.7% | 16,407 | $801K |
| Eaton Financial Holdings Company, LLC | 0.22% | Add +2.1% | 16,198 | $791K |
| MAI Capital Management | 0.00% | Add +16.0% | 16,122 | $787K |
| Stifel Financial Corp. | 0.00% | Reduce -14.5% | 15,709 | $767K |
| Sunburst Financial Group, LLC | 0.16% | Reduce -22.6% | 15,549 | $759K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.4% | 15,426 | $753K |
| Global Retirement Partners, LLC | 0.02% | Add +7.2% | 15,301 | $747K |
| US Bancorp \de | 0.00% | Add +3.5% | 14,960 | $731K |
| National Bank of Canada | 0.00% | Add +4.1% | 14,674 | $716K |
| Beacon Financial Advisory LLC | 0.17% | Reduce -0.3% | 14,658 | $716K |
| Onyx Bridge Wealth Group LLC | 0.08% | Reduce -88.6% | 14,586 | $712K |
| Diversified Portfolios, Inc. | 0.06% | Reduce -4.0% | 13,841 | $676K |
| Main Street Financial Solutions, LLC | 0.04% | New | 13,742 | $671K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.27% | Add +0.5% | 13,643 | $666K |
| HB Wealth Management, LLC | 0.00% | New | 13,334 | $651K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +24.6% | 13,084 | $639K |
| Evensky & Katz LLC | 0.04% | Add +3.9% | 13,033 | $637K |
| Park Avenue Securities LLC | 0.01% | Add +0.8% | 13,028 | $636K |
| AlphaCore Capital LLC | 0.02% | Reduce -7.9% | 12,932 | $632K |
| Captrust Financial Advisors | 0.00% | Reduce -2.9% | 12,855 | $628K |
| Opus Capital Group, LLC | 0.07% | Add +3.3% | 12,302 | $601K |
| Blair William & Co. | 0.00% | Reduce -3.3% | 12,273 | $599K |
| CreativeOne Wealth, LLC | 0.01% | Add +11.1% | 11,638 | $568K |
| Cwm, LLC | 0.00% | Reduce -6.4% | 11,507 | $562K |
| Leavell Investment Management, Inc. | 0.02% | Reduce -18.5% | 11,150 | $545K |
| Ieq Capital, LLC | 0.00% | Add +0.4% | 11,041 | $539K |
| Truist Financial Corp. | 0.00% | Reduce -5.3% | 10,999 | $537K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +8.7% | 10,679 | $522K |
| Northwest Capital Management Inc | 0.55% | Reduce -3.7% | 10,655 | $520K |
| Global Financial Private Client, LLC | 0.18% | No change | 10,424 | $509K |
| Accredited Investor Services, LLC | 0.33% | No change | 9,881 | $483K |
| Burkett Financial Services, LLC | 0.16% | Add +332.2% | 9,703 | $474K |
| Chicago Partners Investment Group LLC | 0.01% | Reduce -4.8% | 9,562 | $468K |
| Comerica Bank | 0.00% | Add +0.4% | 9,519 | $465K |
| Colonial Trust Co / SC | 0.06% | Reduce -4.5% | 9,440 | $461K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 9,400 | $459K |
| Compound Planning, Inc. | 0.01% | Add +97.2% | 9,078 | $443K |
| &partners | 0.00% | Reduce -49.2% | 8,959 | $438K |
| Legacy Capital Wealth Partners, LLC | 0.09% | No change | 8,867 | $433K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +10.5% | 8,546 | $417K |
| NFSG Corp | 0.06% | Add +114.2% | 8,473 | $414K |
| Aviance Capital Partners, LLC | 0.05% | Add +0.5% | 8,242 | $403K |
| Choreo, LLC | 0.01% | Reduce -63.8% | 8,136 | $397K |
| Magnolia Capital Advisors LLC | 0.10% | Add +13.0% | 8,045 | $393K |
| GTS Securities LLC | 0.01% | New | 7,808 | $381K |
| Cerity Partners LLC | 0.00% | Reduce -22.9% | 7,629 | $373K |
| Cordgrass Capital Advisors, LLC | 0.09% | Reduce -13.2% | 7,478 | $365K |
| SC&H Financial Advisors, Inc. | 0.06% | Reduce -0.6% | 7,331 | $358K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -6.8% | 7,315 | $357K |
| Spirit of America Management Corp. | 0.07% | Add +2.8% | 7,202 | $351K |
| Garde Capital, Inc. | 0.02% | No change | 7,190 | $351K |
| Uptick Partners, LLC | 0.09% | Add +0.6% | 7,086 | $346K |
| Colonial Trust Advisors | 0.03% | Reduce -30.8% | 6,927 | $338K |
| Kelman-Lazarov, Inc. | 0.05% | Add +1.1% | 6,923 | $338K |
| Blue Trust, Inc. | 0.00% | Reduce -16.4% | 6,861 | $335K |
| Weaver Consulting Group | 0.09% | Add +53.2% | 6,850 | $335K |
| Town & Country Bank & Trust CO dba First Bankers Trust CO | 0.12% | No change | 6,794 | $332K |
| Christensen, King & Associates Investment Services, Inc. | 0.14% | Add +0.8% | 6,759 | $330K |
| Farther Finance Advisors, LLC | 0.00% | Add +4.3% | 6,629 | $324K |
| LVZ, Inc. | 0.04% | Reduce -0.1% | 6,595 | $322K |
| TrueWealth Financial Partners | 0.16% | Reduce -58.7% | 6,524 | $319K |
| International Assets Investment Management, LLC | 0.03% | No change | 6,577 | $319K |
| Curat Global, LLC | 0.30% | Add +0.2% | 6,457 | $315K |
| Sigma Planning Corp | 0.01% | New | 6,425 | $314K |
| Summit Financial, LLC | 0.00% | Reduce -42.2% | 6,157 | $301K |
| Elevate Wealth Advisory, Inc. | 0.22% | Add +0.3% | 6,104 | $298K |
| Parsonex Advisory Services, Inc. | 0.20% | Add +9.7% | 6,091 | $297K |
| SigFig Wealth Management, LLC | 0.01% | Add +19.9% | 6,038 | $295K |
| Money Concepts Capital Corp. | 0.02% | No change | 5,992 | $293K |
| Valley Forge Investment Consultants Inc. Adv | 0.08% | Add +2.1% | 5,690 | $278K |
| Stephen J. Garry & Associates, LLC | 0.22% | No change | 5,640 | $275K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -0.7% | 5,612 | $274K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | No change | 5,540 | $271K |
| Essex Bank | 0.06% | No change | 5,470 | $267K |
| PFS Partners, LLC | 0.13% | No change | 5,432 | $265K |
| Cidel Asset Management Inc. | 0.02% | No change | 5,425 | $265K |
| Hohimer Wealth Management, LLC | 0.04% | Reduce -1.8% | 5,420 | $265K |
| Sfmg, LLC | 0.02% | Add +1.3% | 5,277 | $258K |
| Guidance Point Advisors, LLC | 0.06% | New | 5,245 | $256K |
| Silverlake Wealth Management LLC | 0.06% | Add +4.7% | 5,161 | $252K |
| Pinnacle Financial Partners Inc | 0.01% | No change | 5,154 | $252K |
| Infinity Wealth Counsel, LLC | 0.24% | Reduce -9.0% | 5,060 | $247K |
| Wealth Forward, LLC | 0.14% | No change | 5,042 | $246K |
| Affinity Capital Advisors, LLC | 0.04% | Reduce -3.9% | 5,012 | $244K |
| Kingsview Wealth Management, LLC | 0.00% | New | 4,816 | $235K |
| Tanager Wealth Management LLP | 0.02% | New | 4,789 | $234K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 4,767 | $233K |
| Aries Wealth Management | 0.05% | New | 4,734 | $231K |
| Donor Advised Charitable Giving, Inc. | 0.00% | Reduce -68.9% | 4,688 | $229K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 4,590 | $224K |
| Wealth Architects, LLC | 0.02% | No change | 4,546 | $222K |
| Patriot Investment Management Group, Inc. | 0.01% | Add +0.6% | 4,515 | $221K |
| Hudson Capital Management LLC | 0.06% | Reduce -4.2% | 4,478 | $219K |
| Beaumont Financial Advisors, LLC | 0.01% | Add +1.0% | 4,465 | $218K |
| American Trust | 0.02% | New | 4,451 | $217K |
| First Heartland Consultants, Inc. | 0.02% | New | 4,398 | $215K |
| Holderness Investments Co. | 0.04% | No change | 4,379 | $214K |
| Flynn Zito Capital Management, LLC | 0.08% | Reduce -4.4% | 4,351 | $212K |
| Key Financial Inc | 0.04% | No change | 4,351 | $212K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +1.6% | 4,324 | $211K |
| Zhang Financial LLC | 0.01% | New | 4,299 | $210K |
| Steel Grove Capital Advisors, LLC | 0.03% | No change | 4,305 | $209K |
| Savant Capital, LLC | 0.00% | Reduce -13.7% | 4,227 | $206K |
| PFG Investments, LLC | 0.01% | New | 4,218 | $206K |
| Summa Corp. | 0.09% | No change | 4,200 | $205K |
| Rice Partnership, LLC | 0.03% | Add +4.6% | 3,988 | $195K |
| Centaurus Financial, Inc. | 0.01% | Add +7.6% | 3,759 | $184K |
| WealthShield Partners, LLC | 0.02% | Reduce -4.0% | 3,744 | $183K |
| Valley National Advisers Inc. | 0.03% | Add +0.1% | 3,436 | $167K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.1% | 3,327 | $162K |
| Bfsg, LLC | 0.02% | Add +7.4% | 3,196 | $156K |
| Rockefeller Capital Management L.P. | 0.00% | New | 2,829 | $138K |
| FMR LLC | 0.00% | Reduce -21.2% | 2,824 | $138K |
| Parallel Advisors, LLC | 0.00% | Add +0.0% | 2,657 | $130K |
| Assetmark, Inc. | 0.00% | Add +37.7% | 2,407 | $118K |
| CX Institutional | 0.00% | Add +0.3% | 2,390 | $117K |
| Kopp Family Office, LLC | 0.07% | No change | 2,173 | $106K |
| Security National Bank | 0.02% | Reduce -46.6% | 2,168 | $106K |
| Salem Investment Counselors Inc. | 0.00% | No change | 1,970 | $96K |
| Clear Investment Research, LLC | 0.13% | Add +0.1% | 1,934 | $94K |
| Crews Bank & Trust | 0.01% | No change | 1,880 | $92K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -6.6% | 1,746 | $85K |
| Smartleaf Asset Management LLC | 0.01% | Reduce -87.3% | 1,740 | $85K |
| Truvestments Capital LLC | 0.02% | New | 1,714 | $84K |
| Rothschild Investment LLC | 0.00% | Add +41.8% | 1,695 | $83K |
| Deutsche Bank AG | 0.00% | No change | 1,547 | $76K |
| Midwest Capital Advisors, LLC | 0.04% | Reduce -36.5% | 1,529 | $75K |
| Banque Transatlantique SA | 0.00% | No change | 1,442 | $70K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -88.0% | 1,330 | $65K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,113 | $54K |
| Archer Investment Corp | 0.01% | No change | 1,110 | $54K |
| Sachetta, LLC | 0.02% | No change | 1,075 | $53K |
| Woodside Wealth Management LLC | 0.04% | Add +5.9% | 1,012 | $49K |
| Bogart Wealth, LLC | 0.00% | No change | 992 | $48K |
| AE Wealth Management LLC | 0.00% | No change | 943 | $46K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.6% | 784 | $38K |
| Lanark Financial, Inc. | 0.00% | No change | 760 | $37K |
| CoreCap Advisors, LLC | 0.00% | Add +174.1% | 721 | $35K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.0% | 705 | $34K |
| Rossby Financial, LCC | 0.01% | Add +8.2% | 696 | $34K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.5% | 672 | $33K |
| Longview Financial Advisors LLC | 0.02% | No change | 619 | $30K |
| Spire Wealth Management | 0.00% | Reduce -2.5% | 582 | $28K |
| Franklin Resources Inc. | 0.00% | No change | 575 | $28K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 540 | $26K |
| GPS Wealth Strategies Group, LLC | 0.00% | Add +0.2% | 520 | $25K |
| Pacifica Partners Inc. | 0.01% | Add +1.2% | 510 | $25K |
| IFP Advisors, Inc | 0.00% | Reduce -1.2% | 483 | $24K |
| CVA Family Office, LLC | 0.00% | No change | 446 | $22K |
| Ancora Advisors LLC | 0.00% | Add +49.1% | 434 | $21K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 424 | $21K |
| Grey Fox Wealth Advisors, LLC | 0.00% | New | 355 | $17K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 313 | $15K |
| Rise Advisors, LLC | 0.01% | Add +1.0% | 310 | $15K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -99.0% | 305 | $15K |
| General Partner, Inc. | 0.01% | No change | 245 | $12K |
| Bank of New Hampshire | 0.00% | No change | 209 | $10K |
| Citigroup Inc. | 0.00% | Add +17.8% | 199 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +19600.0% | 197 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 187 | $9K |
| Abich Financial Wealth Management LLC | 0.00% | — | 167 | $8K |
| Root Financial Partners, LLC | 0.00% | New | 130 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | New | 117 | $6K |
| Pineridge Advisors LLC | 0.00% | Add +0.9% | 112 | $5K |
| Founders Financial Alliance, LLC | 0.00% | No change | 108 | $5K |
| Clearstead Trust, LLC | 0.00% | Reduce -38.6% | 100 | $5K |
| Quadrant Capital Group LLC | 0.00% | New | 100 | $5K |
| Ameriflex Group, Inc. | 0.00% | Reduce -86.7% | 94 | $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 |
| Signaturefd, LLC | 0.00% | New | 59 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | No change | 53 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 50 | $2K |
| Orion Capital Management LLC | 0.00% | New | 40 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 32 | $2K |
| Manchester Capital Management LLC | 0.00% | Add +181.8% | 31 | $2K |
| Oxford Financial Group, LTD. LLC | 0.00% | New | 28 | $1K |
| Cornerstone Planning Group LLC | 0.00% | New | 23 | $1K |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -89.2% | 16 | $793 |
| Millstone Evans Group, LLC | 0.00% | No change | 16 | $781 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 16 | $781 |
| Larson Financial Group LLC | 0.00% | No change | 15 | $733 |
| HighMark Wealth Management LLC | 0.00% | No change | 14 | $684 |
| Private Wealth Asset Management, LLC | 0.00% | No change | 9 | $440 |
| American Wealth Advisors, LLC | 0.00% | — | 7 | $363 |
| Global Wealth Strategies & Associates | 0.00% | No change | 4 | $202 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $147 |
"% 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.