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
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $27.3M |
| Exits | 29 | $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 |
| Summit Wealth Partners, LLC | 0.68% | Add +1.9% | 75,755 | $3.7M |
| Fiduciary Group, LLC | 0.31% | Reduce -2.3% | 75,002 | $3.7M |
| Peoples Bank | 2.26% | Reduce -3.6% | 74,571 | $3.6M |
| Investment Advisory Group, LLC | 0.91% | Add +25.1% | 72,387 | $3.5M |
| Shepherd Street Advisors LLC | 3.33% | — | 71,258 | $3.5M |
| Allworth Financial LP | 0.01% | Add +3.5% | 71,043 | $3.5M |
| BCM Advisors, LLC | 0.63% | Add +14.0% | 67,875 | $3.3M |
| OneDigital Investment Advisors LLC | 0.03% | Add +14.2% | 66,329 | $3.2M |
| Coldstream Capital Management Inc. | 0.04% | Add +10.4% | 64,447 | $3.1M |
| Samalin Investment Counsel, LLC | 1.09% | Add +6.0% | 62,628 | $3.1M |
| Oppenheimer & Co. Inc. | 0.04% | Add +8.1% | 62,185 | $3.0M |
| Valmark Advisers, Inc. | 0.04% | Add +30.8% | 61,274 | $3.0M |
| Invested Advisors | 3.01% | Reduce -17.0% | 59,542 | $2.9M |
| Washington Trust Bank | 0.20% | Add +96.4% | 57,752 | $2.8M |
| City Holding Co. | 0.34% | Add +9.3% | 57,223 | $2.8M |
| eCIO, Inc. | 1.26% | Reduce -0.1% | 55,343 | $2.7M |
| Dentgroup LLC | 1.84% | Reduce -2.5% | 55,045 | $2.7M |
| Turn8 Private Wealth Inc. | 1.91% | Reduce -0.1% | 54,783 | $2.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -13.8% | 52,495 | $2.6M |
| PNC Financial Services Group, Inc. | 0.00% | Add +0.3% | 52,219 | $2.5M |
| Lineweaver Wealth Advisors, LLC | 0.34% | Add +7.8% | 51,461 | $2.5M |
| Argent Advisors, Inc. | 0.69% | Reduce -23.4% | 51,057 | $2.5M |
| Merit Financial Group, LLC | 0.02% | Add +56.7% | 50,765 | $2.5M |
| BCGM Wealth Management, LLC | 0.63% | Add +0.7% | 50,574 | $2.5M |
| Greykasell Wealth Strategies, Inc. | 0.97% | Reduce -3.3% | 50,574 | $2.5M |
| Wealth Dimensions Group, Ltd. | 0.49% | Reduce -0.1% | 50,430 | $2.5M |
| Smithfield Trust Co | 0.11% | Reduce -8.3% | 49,789 | $2.4M |
| TD Capital Management LLC | 0.21% | Reduce -35.6% | 47,781 | $2.3M |
| Stone House Investment Management, LLC | 0.36% | Add +6.8% | 47,161 | $2.3M |
| Richard W. Paul & Associates, LLC | 0.75% | Add +11.8% | 46,530 | $2.3M |
| Greenberg Financial Group | 0.92% | — | 46,000 | $2.2M |
| MKT Advisors LLC | 0.76% | Add +19.3% | 45,349 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Reduce -15.8% | 45,383 | $2.2M |
| Rooted Wealth Advisors, Inc. | 0.61% | Reduce -51.8% | 44,595 | $2.2M |
| Chatterton & Associates Inc. | 1.85% | — | 44,336 | $2.2M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.4% | 42,748 | $2.1M |
| Sound View Wealth Advisors Group, LLC | 0.14% | Reduce -6.0% | 42,353 | $2.1M |
| Park Place Capital Corp | 0.43% | Reduce -20.0% | 42,030 | $2.0M |
| Renaissance Technologies | 0.00% | Reduce -84.7% | 41,800 | $2.0M |
| PDS Planning, Inc | 0.13% | Reduce -5.6% | 41,287 | $2.0M |
| Sheets Smith Wealth Management | 0.22% | Add +43.9% | 40,305 | $2.0M |
| Betterment LLC | 0.00% | Add +0.9% | 39,896 | $1.9M |
| Horizon Family Wealth, Inc. | 1.02% | Add +2.5% | 39,210 | $1.9M |
| Citadel Advisors | 0.00% | Add +48.9% | 38,936 | $1.9M |
| Goldstone Financial Group, LLC | 0.21% | Add +0.8% | 38,403 | $1.9M |
| National Bank of Canada | 0.00% | Add +158.6% | 37,944 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +9.2% | 37,627 | $1.8M |
| Farther Finance Advisors, LLC | 0.02% | Add +461.5% | 37,222 | $1.8M |
| J.W. Cole Advisors, Inc. | 0.04% | Reduce -1.4% | 36,095 | $1.7M |
| Rockbridge Investment Management, LCC | 0.16% | Reduce -12.5% | 35,071 | $1.7M |
| Eukles Asset Management | 0.63% | Add +5.2% | 33,329 | $1.6M |
| South Plains Financial, Inc. | 0.91% | No change | 31,534 | $1.5M |
| Charter Oak Capital Management, LLC | 0.11% | Reduce -17.2% | 30,867 | $1.5M |
| FC Advisory LLC | 0.43% | Reduce -8.7% | 30,347 | $1.5M |
| Columbus Macro, LLC | 0.16% | Add +9.9% | 29,479 | $1.4M |
| Bellwether Advisors, LLC | 0.23% | Add +2.8% | 28,990 | $1.4M |
| Per Stirling Capital Management, LLC. | 0.16% | Add +23.0% | 28,898 | $1.4M |
| Joseph Group Capital Management | 0.37% | Reduce -23.7% | 28,595 | $1.4M |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.8% | 28,025 | $1.4M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +9.0% | 27,620 | $1.3M |
| Baker Avenue Asset Management, LP | 0.03% | Reduce -58.7% | 27,137 | $1.3M |
| Nwam LLC | 0.07% | Reduce -2.8% | 27,065 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -18.1% | 27,003 | $1.3M |
| Darden Wealth Group Inc | 0.63% | Reduce -1.8% | 26,718 | $1.3M |
| Rik Saylor Financial, Inc. | 0.94% | Reduce -5.1% | 26,330 | $1.3M |
| Vantage Financial Partners, LLC | 0.26% | Add +1.1% | 26,179 | $1.3M |
| XY Planning Network, Inc. | 0.22% | New | 25,960 | $1.3M |
| Luts & Greenleigh Group, Inc. | 1.06% | No change | 25,691 | $1.3M |
| Commonwealth Financial Services, LLC | 0.20% | Reduce -0.8% | 24,802 | $1.2M |
| Vicus Capital | 0.09% | Add +5.3% | 24,078 | $1.2M |
| HHM Wealth Advisors, LLC | 0.13% | Add +0.5% | 23,091 | $1.1M |
| Private Advisor Group, LLC | 0.01% | Add +2.1% | 22,863 | $1.1M |
| Main Street Research LLC | 0.06% | Add +7.2% | 22,763 | $1.1M |
| LJI Wealth Management, LLC | 0.17% | Add +1.6% | 22,561 | $1.1M |
| Advisory Services Network, LLC | 0.02% | Reduce -0.5% | 22,467 | $1.1M |
| Quad-Cities Investment Group, LLC | 0.45% | Add +7.4% | 22,278 | $1.1M |
| Keystone Financial Group, Inc. | 0.57% | No change | 22,202 | $1.1M |
| Composition Wealth, LLC | 0.02% | Reduce -8.5% | 21,925 | $1.1M |
| Blue Jean Financial LLC | 0.86% | — | 21,752 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +37.0% | 21,528 | $1.0M |
| Essex Financial Services, Inc. | 0.06% | Add +1.3% | 21,350 | $1.0M |
| Center for Financial Planning, Inc. | 0.11% | No change | 20,845 | $1.0M |
| Arete Wealth Advisors, LLC | 0.07% | Reduce -71.8% | 20,187 | $984K |
| Hill Island Financial LLC | 0.23% | Reduce -12.6% | 19,967 | $973K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -12.6% | 19,546 | $953K |
| Wealthfront Advisers LLC | 0.00% | Add +1.8% | 19,202 | $936K |
| TD Waterhouse Canada Inc. | 0.01% | Add +7.8% | 19,014 | $927K |
| McKinley Carter Wealth Services, Inc. | 0.05% | Reduce -27.2% | 18,976 | $925K |
| First PREMIER Bank | 0.21% | Reduce -36.3% | 18,652 | $909K |
| MAI Capital Management | 0.01% | Add +15.5% | 18,620 | $908K |
| Ironwood Investment Counsel, LLC | 0.12% | Add +2.8% | 18,328 | $894K |
| ABLE Financial Group, LLC | 0.18% | Reduce -3.6% | 17,945 | $875K |
| Harbour Investments, Inc. | 0.02% | Reduce -7.7% | 17,721 | $864K |
| Jane Street Group, LLC | 0.00% | New | 17,693 | $863K |
| Shrier Wealth Management, LLC | 0.34% | — | 17,624 | $859K |
| Pine Haven Investment Counsel, Inc | 0.59% | No change | 17,146 | $836K |
| Mattern Capital Management, LLC | 0.10% | No change | 17,055 | $831K |
| Headinvest, LLC | 0.16% | Reduce -14.9% | 16,807 | $819K |
| PFG Advisors | 0.04% | New | 16,798 | $819K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.1% | 16,663 | $812K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -2.0% | 16,546 | $807K |
| Rather & Kittrell, Inc. | 0.13% | Reduce -2.3% | 16,349 | $797K |
| Berger Financial Group, Inc | 0.05% | Reduce -0.5% | 16,331 | $796K |
| Mutual Advisors, LLC | 0.02% | Reduce -21.6% | 16,034 | $782K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 15,720 | $766K |
| Eaton Financial Holdings Company, LLC | 0.20% | Reduce -3.5% | 15,634 | $762K |
| Sunburst Financial Group, LLC | 0.15% | Add +0.1% | 15,562 | $759K |
| Western Wealth Management, LLC | 0.04% | Reduce -5.5% | 15,557 | $758K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +75.1% | 14,961 | $729K |
| Avidian Wealth Enterprises, LLC | 0.03% | Add +9.3% | 14,305 | $697K |
| Leavell Investment Management, Inc. | 0.03% | Add +27.4% | 14,201 | $692K |
| Cambridge Associates LLC /Ma/ | 0.01% | Reduce -70.2% | 14,033 | $684K |
| Opus Capital Group, LLC | 0.07% | Add +12.6% | 13,853 | $675K |
| US Bancorp \de | 0.00% | Reduce -8.7% | 13,661 | $666K |
| Onyx Bridge Wealth Group LLC | 0.07% | Reduce -7.7% | 13,469 | $657K |
| Weaver Consulting Group | 0.16% | Add +94.9% | 13,350 | $651K |
| Evensky & Katz LLC | 0.04% | Add +1.6% | 13,241 | $646K |
| Main Street Financial Solutions, LLC | 0.05% | Reduce -4.6% | 13,108 | $639K |
| Captrust Financial Advisors | 0.00% | Add +1.1% | 12,998 | $634K |
| Diversified Portfolios, Inc. | 0.05% | Reduce -6.2% | 12,990 | $633K |
| Beacon Financial Advisory LLC | 0.15% | Reduce -11.6% | 12,956 | $632K |
| Global Retirement Partners, LLC | 0.01% | Reduce -16.3% | 12,812 | $625K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.24% | Reduce -7.6% | 12,602 | $614K |
| Godfrey Financial Associates, Inc. | 0.52% | — | 12,245 | $599K |
| AlphaCore Capital LLC | 0.01% | Reduce -6.4% | 12,103 | $590K |
| Cwm, LLC | 0.00% | Add +1.1% | 11,633 | $567K |
| Truist Financial Corp. | 0.00% | Add +5.4% | 11,588 | $565K |
| CreativeOne Wealth, LLC | 0.01% | Reduce -0.7% | 11,560 | $564K |
| Blair William & Co. | 0.00% | Reduce -7.7% | 11,327 | $552K |
| Ieq Capital, LLC | 0.00% | Add +0.0% | 11,042 | $538K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Add +3.3% | 11,028 | $538K |
| Magnolia Capital Advisors LLC | 0.11% | Add +35.6% | 10,912 | $532K |
| Global Financial Private Client, LLC | 0.18% | No change | 10,424 | $508K |
| Chicago Partners Investment Group LLC | 0.01% | Add +8.7% | 10,396 | $507K |
| Accredited Investor Services, LLC | 0.32% | No change | 9,881 | $482K |
| Comerica Bank | 0.00% | No change | 9,519 | $464K |
| Arax Advisory Partners | 0.01% | New | 9,464 | $461K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 9,400 | $458K |
| Calton & Associates, Inc. | 0.07% | New | 9,394 | $458K |
| Aviance Capital Partners, LLC | 0.05% | Add +13.5% | 9,355 | $456K |
| HB Wealth Management, LLC | 0.00% | Reduce -31.6% | 9,115 | $444K |
| Legacy Capital Wealth Partners, LLC | 0.09% | No change | 8,867 | $432K |
| Cordgrass Capital Advisors, LLC | 0.10% | Add +11.2% | 8,312 | $405K |
| World Investment Advisors | 0.01% | New | 8,165 | $398K |
| Compound Planning, Inc. | 0.01% | Reduce -12.1% | 7,977 | $389K |
| Choreo, LLC | 0.00% | Reduce -2.6% | 7,928 | $387K |
| SigFig Wealth Management, LLC | 0.01% | Add +25.3% | 7,566 | $369K |
| SC&H Financial Advisors, Inc. | 0.06% | Add +0.7% | 7,384 | $360K |
| Cerity Partners LLC | 0.00% | Reduce -3.9% | 7,329 | $357K |
| Prospera Financial Services Inc | 0.01% | Reduce -83.0% | 7,314 | $357K |
| Summit Financial, LLC | 0.01% | Add +18.4% | 7,287 | $355K |
| Rockefeller Capital Management L.P. | 0.00% | Add +155.8% | 7,237 | $353K |
| GTS Securities LLC | 0.01% | Reduce -7.6% | 7,217 | $352K |
| Garde Capital, Inc. | 0.02% | No change | 7,190 | $351K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -1.8% | 7,181 | $350K |
| OpenArc Corporate Advisory, LLC | 0.01% | — | 7,112 | $347K |
| Kelman-Lazarov, Inc. | 0.05% | Add +1.4% | 7,020 | $342K |
| Pearl Planning LLC | 0.21% | — | 6,883 | $336K |
| Sigma Planning Corp | 0.01% | Add +5.6% | 6,786 | $331K |
| Level Wealth Management LLC | 0.16% | Reduce -64.8% | 6,572 | $320K |
| Curat Global, LLC | 0.35% | Add +0.3% | 6,477 | $316K |
| Colonial Trust Advisors | 0.02% | Reduce -7.7% | 6,395 | $312K |
| International Assets Investment Management, LLC | 0.02% | Reduce -4.0% | 6,317 | $308K |
| StoneX Group Inc. | 0.01% | New | 6,281 | $306K |
| Blue Trust, Inc. | 0.00% | Reduce -8.9% | 6,253 | $305K |
| Christensen, King & Associates Investment Services, Inc. | 0.13% | Reduce -7.6% | 6,248 | $305K |
| Rehmann Capital Advisory Group | 0.02% | Add +10.4% | 6,196 | $302K |
| Parsonex Advisory Services, Inc. | 0.19% | Add +1.0% | 6,152 | $300K |
| SeaBridge Investment Advisors LLC | 0.05% | New | 6,150 | $300K |
| Elevate Wealth Advisory, Inc. | 0.20% | No change | 6,104 | $298K |
| Money Concepts Capital Corp. | 0.02% | No change | 5,992 | $292K |
| Rede Wealth, LLC | 0.10% | New | 5,988 | $292K |
| Guidance Point Advisors, LLC | 0.07% | Add +13.2% | 5,935 | $290K |
| Valley Forge Investment Consultants Inc. Adv | 0.08% | Add +1.4% | 5,769 | $281K |
| Sfmg, LLC | 0.02% | Add +8.5% | 5,724 | $279K |
| Stephen J. Garry & Associates, LLC | 0.22% | No change | 5,640 | $275K |
| Walter & Keenan Wealth Management LLC /in/ | 0.07% | No change | 5,540 | $270K |
| Essex Bank | 0.06% | No change | 5,470 | $267K |
| PFS Partners, LLC | 0.12% | No change | 5,432 | $265K |
| Cidel Asset Management Inc. | 0.02% | No change | 5,425 | $264K |
| LVZ, Inc. | 0.03% | Reduce -17.8% | 5,422 | $264K |
| &partners | 0.00% | Reduce -39.8% | 5,398 | $263K |
| Hohimer Wealth Management, LLC | 0.04% | Reduce -0.8% | 5,378 | $262K |
| Kingsview Wealth Management, LLC | 0.00% | Add +9.0% | 5,248 | $256K |
| West Paces Advisors Inc. | 0.05% | New | 5,102 | $249K |
| Wealth Forward, LLC | 0.14% | No change | 5,042 | $246K |
| Silverlake Wealth Management LLC | 0.06% | Reduce -2.5% | 5,034 | $245K |
| BCS Private Wealth Management, Inc. | 0.08% | New | 5,000 | $244K |
| Infinity Wealth Counsel, LLC | 0.22% | Reduce -2.0% | 4,960 | $242K |
| Centaurus Financial, Inc. | 0.01% | Add +31.4% | 4,939 | $241K |
| Rice Partnership, LLC | 0.03% | Add +21.5% | 4,846 | $236K |
| Affinity Capital Advisors, LLC | 0.03% | Reduce -3.4% | 4,841 | $236K |
| Donor Advised Charitable Giving, Inc. | 0.01% | No change | 4,688 | $229K |
| Patriot Investment Management Group, Inc. | 0.01% | Add +2.3% | 4,617 | $225K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 4,590 | $224K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -4.3% | 4,563 | $222K |
| Wealth Architects, LLC | 0.02% | No change | 4,546 | $222K |
| Spirit of America Management Corp. | 0.05% | Reduce -37.2% | 4,526 | $221K |
| Concurrent Investment Advisors, LLC | 0.00% | Add +4.8% | 4,530 | $221K |
| Beaumont Financial Advisors, LLC | 0.01% | Add +1.3% | 4,522 | $220K |
| Hudson Capital Management LLC | 0.06% | Reduce -1.9% | 4,395 | $214K |
| Holderness Investments Co. | 0.04% | No change | 4,379 | $213K |
| Flynn Zito Capital Management, LLC | 0.08% | Add +0.5% | 4,373 | $213K |
| Key Financial Inc | 0.04% | Add +0.4% | 4,369 | $213K |
| First Heartland Consultants, Inc. | 0.02% | Reduce -1.3% | 4,343 | $212K |
| Zhang Financial LLC | 0.01% | Add +0.3% | 4,311 | $210K |
| Assetmark, Inc. | 0.00% | Add +70.5% | 4,105 | $200K |
| Bfsg, LLC | 0.02% | Add +11.6% | 3,567 | $174K |
| MidAtlantic Capital Management, Inc. | 0.11% | New | 3,501 | $171K |
| Colonial Trust Co / SC | 0.02% | Reduce -63.4% | 3,451 | $168K |
| FAS Wealth Partners, Inc. | 0.01% | Reduce -1.4% | 3,280 | $160K |
| AE Wealth Management LLC | 0.00% | Add +198.0% | 2,810 | $137K |
| FMR LLC | 0.00% | Reduce -1.0% | 2,797 | $136K |
| Parallel Advisors, LLC | 0.00% | Add +0.0% | 2,658 | $130K |
| Miller Capital Partners, Inc. | 0.07% | — | 2,635 | $128K |
| WealthShield Partners, LLC | 0.01% | Reduce -30.6% | 2,599 | $127K |
| Kopp Family Office, LLC | 0.07% | No change | 2,173 | $106K |
| Security National Bank | 0.02% | No change | 2,168 | $106K |
| Banque Transatlantique SA | 0.00% | Add +47.4% | 2,126 | $104K |
| Flagship Harbor Advisors, LLC | 0.00% | New | 2,110 | $103K |
| Crews Bank & Trust | 0.01% | Add +6.8% | 2,007 | $98K |
| Dagco, Inc. | 0.02% | New | 1,990 | $97K |
| Smartleaf Asset Management LLC | 0.00% | Add +0.6% | 1,750 | $85K |
| Cherry Tree Wealth Management, LLC | 0.02% | Reduce -0.3% | 1,741 | $85K |
| Rothschild Investment LLC | 0.00% | No change | 1,695 | $83K |
| Valley National Advisers Inc. | 0.01% | Reduce -52.0% | 1,648 | $80K |
| Midwest Capital Advisors, LLC | 0.04% | Add +1.4% | 1,550 | $76K |
| Deutsche Bank AG | 0.00% | No change | 1,547 | $75K |
| Federation des caisses Desjardins du Quebec | 0.00% | No change | 1,113 | $54K |
| Archer Investment Corp | 0.01% | No change | 1,110 | $54K |
| Pinnacle Wealth Planning Services, Inc. | 0.01% | New | 1,100 | $54K |
| Woodside Wealth Management LLC | 0.04% | Add +5.4% | 1,067 | $52K |
| Bogart Wealth, LLC | 0.00% | No change | 992 | $48K |
| Rossby Financial, LCC | 0.02% | Add +41.7% | 986 | $48K |
| Wellington-Altus USA Inc. | 0.04% | — | 970 | $47K |
| Spire Wealth Management | 0.00% | Add +37.5% | 800 | $39K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 784 | $38K |
| Lanark Financial, Inc. | 0.00% | No change | 760 | $37K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.4% | 715 | $35K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.7% | 677 | $33K |
| Longview Financial Advisors LLC | 0.02% | No change | 619 | $30K |
| Franklin Resources Inc. | 0.00% | No change | 575 | $28K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 540 | $26K |
| Pacifica Partners Inc. | 0.01% | No change | 510 | $25K |
| IFP Advisors, Inc | 0.00% | No change | 483 | $24K |
| CVA Family Office, LLC | 0.00% | No change | 446 | $22K |
| SageView Advisory Group, LLC | 0.00% | New | 439 | $21K |
| Ancora Advisors LLC | 0.00% | No change | 434 | $21K |
| Reyes Financial Architecture, Inc. | 0.01% | No change | 424 | $21K |
| Caldwell Trust Co | 0.00% | New | 420 | $20K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +500.0% | 318 | $15K |
| Ascentis Wealth Management, LLC | 0.00% | No change | 313 | $15K |
| Citigroup Inc. | 0.00% | Add +36.2% | 271 | $13K |
| Rialto Wealth Management, LLC | 0.00% | Reduce -13.4% | 264 | $13K |
| Bank of New Hampshire | 0.00% | Add +23.9% | 259 | $13K |
| General Partner, Inc. | 0.01% | No change | 245 | $12K |
| Fortitude Family Office, LLC | 0.00% | New | 213 | $10K |
| CoreCap Advisors, LLC | 0.00% | Reduce -71.4% | 206 | $10K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1.5% | 200 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 187 | $9K |
| Howe & Rusling Inc. | 0.00% | New | 157 | $8K |
| Root Financial Partners, LLC | 0.00% | No change | 130 | $6K |
| Burkett Financial Services, LLC | 0.00% | Reduce -98.8% | 118 | $6K |
| DHJJ Financial Advisors, Ltd. | 0.00% | No change | 117 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 108 | $5K |
| Clearstead Trust, LLC | 0.00% | No change | 100 | $5K |
| Quadrant Capital Group LLC | 0.00% | No change | 100 | $5K |
| IFC & Insurance Marketing, Inc. | 0.00% | — | 89 | $4K |
| Fairway Wealth LLC | 0.00% | New | 80 | $4K |
| Horizon Investments, LLC | 0.00% | No change | 71 | $3K |
| ORG Partners LLC | 0.00% | No change | 64 | $3K |
| Creative Financial Designs Inc. | 0.00% | No change | 64 | $3K |
| Signaturefd, LLC | 0.00% | No change | 59 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 50 | $2K |
| Ameriflex Group, Inc. | 0.00% | Reduce -48.9% | 48 | $2K |
| O'shaughnessy Asset Management, LLC | 0.00% | No change | 32 | $2K |
| Oxford Financial Group, LTD. LLC | 0.00% | No change | 28 | $1K |
| Cornerstone Planning Group LLC | 0.00% | No change | 23 | $1K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 23 | $1K |
| Millstone Evans Group, LLC | 0.00% | No change | 16 | $780 |
| Medallion Wealth Advisors, LLC | 0.00% | No change | 16 | $780 |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -6.3% | 15 | $718 |
| HighMark Wealth Management LLC | 0.00% | No change | 14 | $682 |
| GAMMA Investing LLC | 0.00% | New | 10 | $488 |
| American Wealth Advisors, LLC | 0.00% | Add +14.3% | 8 | $367 |
| Global Wealth Strategies & Associates | 0.00% | No change | 4 | $205 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $147 |
| Russell Investments Group, Ltd. | 0.00% | Reduce -100.0% | 2 | $98 |
| Blueline Advisors LLC | 0.00% | — | 1 | $47 |
"% 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.