iShares Core 1-5 Year Usd BoISTBETF

13F holders, Q4 2025 (December 31)
389holders +9
24new positions
29sold out
2famous investors
$48.80avg. 13F price*

At the end of Q4 2025, 389 institutions reported holding iShares Core 1-5 Year Usd Bo (ISTB) in their 13F filings, up 9 from Q3 2025. 24 opened new positions and 29 sold out. The largest holders were Acorns Advisers, LLC ($563.3M), BlackRock, Inc. ($269.6M) and State of Wisconsin Investment Board ($259.0M). 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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions24$27.3M
Exits29$8.2M

All 13F filers, Q3 2025 → Q4 2025: 4,279,158 shares bought and 2,347,959 shares sold, net +1,931,199 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 389 holders

Acorns Advisers, LLC 4.23% Add +5.1% 11,554,781 $563.3M
BlackRock, Inc. 0.00% Reduce -15.3% 5,529,715 $269.6M
State of Wisconsin Investment Board 0.58% Add +1.4% 5,312,625 $259.0M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.0% 2,345,177 $114.3M
Raymond James Financial Inc. 0.03% Add +5.2% 2,223,386 $108.4M
Trust Point Inc. 6.89% Add +3.8% 1,789,229 $87.2M
SHP Wealth Management 5.50% — 1,449,607 $70.7M
Jones Financial Companies LLLP 0.04% Add +21.6% 1,430,514 $69.7M
Spinnaker Trust 3.61% Add +2.9% 1,384,279 $67.5M
Mariner, LLC 0.07% Add +2.9% 1,284,486 $62.6M
Townsend & Associates, Inc 5.07% Add +1.5% 1,166,721 $56.9M
JPMorgan Chase & Co. 0.00% Add +24.6% 1,071,154 $52.2M
Cahaba Wealth Management, Inc. 3.61% Add +6.7% 1,064,566 $51.9M
Bank of America Corp. 0.00% Add +6.3% 997,601 $48.6M
UBS Group AG 0.01% Add +9.3% 945,042 $46.1M
LPL Financial LLC 0.01% Add +5.3% 866,199 $42.2M
Morgan Stanley 0.00% Add +8.2% 859,137 $41.9M
Apella Capital, LLC 0.78% Add +15.1% 814,422 $39.7M
MBL Wealth, LLC 3.03% Add +3.7% 774,461 $37.8M
Ameriprise Financial Inc. 0.01% Add +96.2% 706,007 $34.4M
Wells Fargo & Company 0.01% Add +3.3% 670,142 $32.7M
Destination Wealth Management 0.78% Add +5.6% 612,783 $29.9M
FPC Investment Advisory, Inc. 16.17% Add +7.4% 605,277 $29.5M
Koss-Olinger Consulting, LLC 2.15% Add +22.1% 568,963 $27.7M
Pittenger & Anderson Inc. 1.07% Add +7.1% 567,791 $27.7M
Bartlett & Co. Wealth Management LLC 0.35% Add +31.9% 556,170 $27.1M
Courage Miller Partners, LLC 8.10% Add +0.4% 552,050 $26.9M
Cim, LLC 3.52% Add +3.4% 551,248 $26.9M
Goldman Sachs Group Inc. 0.00% Add +19.7% 550,841 $26.9M
Geneos Wealth Management Inc. 0.65% Add +6.2% 544,835 $26.6M
Royal Bank of Canada 0.00% Reduce -0.8% 531,159 $25.9M
Johnson Financial Group, Inc. 0.94% Add +12.0% 516,266 $25.2M
Envestnet Asset Management Inc. 0.01% Reduce -3.9% 513,603 $25.0M
Hunter Associates Investment Management LLC 2.91% Add +15.4% 446,603 $21.8M
Beacon Pointe Advisors, LLC 0.15% Add +5.6% 434,070 $21.2M
Opal Wealth Advisors, LLC 5.14% Add +3.5% 404,099 $19.7M
Bank of New York Mellon Corp 0.00% Add +20.6% 385,969 $18.8M
IRON Financial LLC 7.52% Reduce -3.1% 335,425 $16.4M
Wealth Management Resources, Inc. 5.64% Reduce -4.5% 328,886 $16.0M
DORVAL Corp 4.89% Add +3.4% 314,458 $15.3M
Omega Financial Group, LLC 4.91% Add +5.8% 302,924 $14.8M
Alexander Randolph Advisory, Inc. 11.97% Add +3.7% 295,510 $14.4M
Buttonwood Financial Advisors Inc. 4.57% Add +7.1% 281,339 $13.7M
Boyd Wealth Management, LLC 5.60% New 270,731 $13.2M
Capital Insight Partners, LLC 2.76% Reduce -9.0% 267,939 $13.1M
Orion Porfolio Solutions, LLC 0.10% Add +0.7% 267,549 $13.0M
Abundance Wealth Counselors 1.94% Reduce -1.1% 235,360 $11.5M
Fiduciary Advisors, Inc. 8.44% Add +14.7% 227,631 $11.1M
Wescott Financial Advisory Group, LLC 0.93% Add +10.2% 217,815 $10.6M
Ballast Financial Advisors LLC 10.70% — 213,148 $10.4M
Lakeridge Wealth Management LLC 4.66% Add +0.0% 210,512 $10.3M
Fonville Wealth Management LLC 2.04% Add +2.4% 205,163 $10.0M
Factor Wealth Management LTD 2.12% Add +17.3% 201,395 $9.8M
MML Investors Services, LLC 0.02% Add +6.4% 188,012 $9.2M
CGN Advisors LLC 0.71% Add +1.8% 182,600 $8.9M
Morris Financial Concepts, Inc. 3.10% Add +2.8% 181,446 $8.8M
Cetera Investment Advisers 0.01% Add +0.1% 178,648 $8.7M
Hoxton Planning & Management, LLC 2.60% Add +71.2% 178,343 $8.7M
Crestwood Advisors Group, LLC 0.14% Add +51.6% 177,145 $8.6M
Osaic Holdings, Inc. 0.01% Reduce -2.7% 172,413 $8.4M
Phillips Financial Management, LLC 0.54% Reduce -5.0% 171,355 $8.4M
Strategic Financial Partners, Ltd. 3.46% New 164,081 $8.0M
Keybank National Association 0.03% Add +18.4% 163,311 $8.0M
Maryland Capital Advisors Inc. 2.69% Reduce -3.9% 163,051 $7.9M
KFA Private Wealth Group, LLC 1.89% Add +17.7% 159,377 $7.8M
Creative Planning 0.01% Reduce -18.2% 158,935 $7.7M
Independence Financial Advisors, LLC 2.06% Add +1.5% 154,024 $7.5M
Alongside, LLC 2.48% — 153,425 $7.5M
Gilbert Capital Group, Inc. 5.43% Add +4.4% 148,175 $7.2M
Cranbrook Wealth Management, LLC 1.41% Reduce -2.6% 147,098 $7.2M
Commonwealth Equity Services, LLC 0.01% Reduce -23.6% 143,635 $7.0M
JGP Wealth Management, LLC 0.73% Add +8.9% 142,905 $7.0M
Sterling Investment Advisors LLC 3.27% Add +0.7% 138,638 $6.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +1.3% 138,388 $6.7M
Values First Advisors, Inc. 3.47% Add +5.1% 137,130 $6.7M
Baker Ellis Asset Management LLC 0.80% Add +1.8% 137,030 $6.7M
Corepath Wealth Partners LLC 4.38% Add +9.8% 133,867 $6.5M
Providence First Trust Co 2.20% No change 130,588 $6.4M
Principal Securities, Inc. 0.10% Reduce -2.5% 127,420 $6.2M
Townsend Financial Planning, LLC 6.20% — 127,150 $6.2M
Brio Consultants, LLC 0.79% Reduce -2.0% 124,123 $6.1M
Natixis Advisors, LLC 0.01% Add +10.5% 123,276 $6.0M
HighTower Advisors, LLC 0.01% Add +0.3% 116,336 $5.7M
Steward Partners Investment Advisory, LLC 0.03% Add +6.8% 114,547 $5.6M
Equitable Holdings, Inc. 0.04% Add +4.5% 110,643 $5.4M
Investment Research Partners LLC 2.24% Add +2.0% 107,114 $5.2M
Kestra Advisory Services, LLC 0.02% Add +41.2% 107,014 $5.2M
Bluestem Financial Advisors, LLC 2.01% Add +1.1% 106,475 $5.2M
C M Bidwell & Associates Ltd. 2.29% Add +0.9% 99,688 $4.9M
1832 Asset Management L.P. 0.01% Add +207.6% 98,265 $4.8M
Lutz Financial Services LLC 0.31% Add +2.5% 94,072 $4.6M
Bank of Montreal 0.00% Add +1.6% 93,350 $4.6M
Seeds Investor LLC 0.86% Add +15.9% 91,937 $4.5M
AtlasMark Financial, Inc 2.88% Reduce -9.2% 91,614 $4.5M
Cannon Financial Strategists, Inc. 0.57% Add +0.2% 83,796 $4.1M
Focus Partners Advisor Solutions, LLC 0.05% Reduce -43.6% 83,538 $4.1M
Maimon Wealth Management LTD. 3.61% — 79,626 $3.9M
Arkansas Financial Group, Inc. 0.56% Reduce -33.3% 79,053 $3.9M
McClarren Financial Advisors, Inc. 2.30% Reduce -90.2% 6,228 $3.8M
Mather Group, Llc. 0.04% Reduce -3.9% 76,536 $3.7M

"% 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 389 holders