iShares Core 1-5 Year Usd BoISTBETF

13F holders, Q1 2026 (March 31)
395holders +6
40new positions
30sold out
1famous investor
$48.47avg. 13F price*

At the end of Q1 2026, 395 institutions reported holding iShares Core 1-5 Year Usd Bo (ISTB) in their 13F filings, up 6 from Q4 2025. 40 opened new positions and 30 sold out. The largest holders were Acorns Advisers, LLC ($572.9M), BlackRock, Inc. ($277.6M) and State of Wisconsin Investment Board ($262.4M). One famous investor held it 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions40$125.4M
Exits30$12.8M

All 13F filers, Q4 2025 → Q1 2026: 6,358,162 shares bought and 3,743,030 shares sold, net +2,615,132 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 395 holders

Acorns Advisers, LLC 4.26% Add +2.3% 11,821,596 $572.9M
BlackRock, Inc. 0.00% Add +3.6% 5,727,958 $277.6M
State of Wisconsin Investment Board 0.60% Add +1.9% 5,415,025 $262.4M
Charles Schwab Investment Management Inc. 0.02% Add +9.5% 2,568,895 $124.5M
Raymond James Financial Inc. 0.03% Add +3.0% 2,289,658 $111.0M
Jones Financial Companies LLLP 0.04% Add +23.2% 1,762,477 $85.1M
Spinnaker Trust 3.70% Reduce -0.3% 1,380,236 $66.9M
Seven Springs Wealth Group, LLC 15.48% New 1,356,366 $65.7M
Mariner, LLC 0.07% Add +2.8% 1,320,761 $64.0M
Townsend & Associates, Inc 5.05% Add +3.3% 1,205,567 $58.5M
Financial Solutions Advisory Group, Inc. 7.93% — 1,183,767 $57.4M
Cahaba Wealth Management, Inc. 3.71% Add +6.0% 1,128,804 $54.7M
Trust Point Inc. 4.60% Reduce -38.9% 1,092,877 $53.0M
JPMorgan Chase & Co. 0.00% Reduce -7.9% 986,851 $47.7M
Apella Capital, LLC 0.68% Add +16.5% 948,515 $46.1M
UBS Group AG 0.01% Reduce -0.4% 941,355 $45.6M
Morgan Stanley 0.00% Add +8.6% 932,557 $45.2M
Bank of America Corp. 0.00% Reduce -7.7% 920,694 $44.6M
LPL Financial LLC 0.01% Add +2.3% 886,118 $42.9M
MBL Wealth, LLC 3.06% Add +7.8% 834,719 $40.5M
Bartlett & Co. Wealth Management LLC 0.46% Add +33.3% 741,304 $35.9M
Ameriprise Financial Inc. 0.01% Add +3.3% 729,039 $35.4M
Wells Fargo & Company 0.01% Add +2.2% 684,938 $33.2M
FPC Investment Advisory, Inc. 15.82% Add +8.0% 653,483 $31.7M
Destination Wealth Management 0.80% Add +3.3% 632,675 $30.7M
Geneos Wealth Management Inc. 0.65% Add +6.7% 581,180 $28.2M
Courage Miller Partners, LLC 7.80% Add +3.2% 569,876 $27.6M
Johnson Financial Group, Inc. 0.98% Add +8.3% 559,017 $27.1M
Envestnet Asset Management Inc. 0.01% Add +8.5% 557,462 $27.0M
Cim, LLC 3.87% Add +0.1% 551,770 $26.7M
Pittenger & Anderson Inc. 1.04% Reduce -4.6% 541,672 $26.2M
Royal Bank of Canada 0.00% Reduce -1.2% 524,958 $25.4M
Hunter Associates Investment Management LLC 3.06% Add +7.0% 478,052 $23.2M
Beacon Pointe Advisors, LLC 0.12% Add +3.6% 449,530 $21.8M
Bank of New York Mellon Corp 0.00% Add +14.0% 439,895 $21.3M
Opal Wealth Advisors, LLC 4.56% Add +3.0% 416,095 $20.2M
Citadel Advisors 0.01% Add +961.4% 413,258 $20.0M
Clear Wave Wealth Management LLC 5.07% — 412,078 $20.0M
Goldman Sachs Group Inc. 0.00% Reduce -29.1% 390,435 $18.9M
Susquehanna International Group, LLP 0.02% New 371,376 $18.0M
IRON Financial LLC 7.00% Reduce -1.4% 330,572 $16.0M
Wealth Management Resources, Inc. 5.57% Add +0.3% 330,044 $16.0M
Omega Financial Group, LLC 5.20% Add +7.5% 325,624 $15.8M
Alexander Randolph Advisory, Inc. 13.15% Add +6.5% 314,851 $15.3M
Koss-Olinger Consulting, LLC 1.25% Reduce -46.0% 306,997 $14.9M
Buttonwood Financial Advisors Inc. 4.84% Add +6.0% 298,194 $14.5M
Orion Porfolio Solutions, LLC 0.12% Add +4.1% 278,422 $13.5M
Boyd Wealth Management, LLC 5.69% Add +2.6% 277,861 $13.5M
Factor Wealth Management LTD 2.50% Add +36.1% 274,123 $13.3M
EP Wealth Advisors, LLC 0.06% New 266,481 $12.9M
Fiduciary Advisors, Inc. 9.23% Add +11.4% 253,484 $12.3M
Abundance Wealth Counselors 1.71% Add +4.7% 246,328 $11.9M
Wescott Financial Advisory Group, LLC 1.04% Add +12.6% 245,302 $11.9M
Lakeridge Wealth Management LLC 5.11% Add +16.5% 245,216 $11.9M
Ballast Financial Advisors LLC 11.16% Add +5.4% 224,625 $10.9M
Fonville Wealth Management LLC 2.03% Add +7.3% 220,154 $10.7M
Strategic Financial Partners, Ltd. 4.49% Add +30.6% 214,324 $10.4M
Crestwood Advisors Group, LLC 0.16% Add +13.5% 201,065 $9.7M
Becker Capital Management Inc. 0.29% New 200,821 $9.7M
Keybank National Association 0.03% Add +19.7% 195,521 $9.5M
Morris Financial Concepts, Inc. 3.11% Add +4.1% 188,922 $9.2M
Osaic Holdings, Inc. 0.01% Add +9.1% 188,022 $9.1M
Cetera Investment Advisers 0.01% Add +1.7% 181,760 $8.8M
Cambridge Investment Research Advisors, Inc. 0.02% Add +31.2% 181,542 $8.8M
MML Investors Services, LLC 0.02% Reduce -11.9% 165,670 $8.0M
Hoxton Planning & Management, LLC 2.35% Reduce -9.2% 161,928 $7.8M
KFA Private Wealth Group, LLC 1.87% Add +0.7% 160,458 $7.8M
Jane Street Group, LLC 0.01% Add +787.0% 156,944 $7.6M
Independence Financial Advisors, LLC 2.27% Add +1.4% 156,225 $7.6M
Creative Planning 0.00% Reduce -7.1% 147,652 $7.2M
JGP Wealth Management, LLC 0.74% Add +3.0% 147,178 $7.1M
Gilbert Capital Group, Inc. 5.49% Reduce -1.1% 146,576 $7.1M
CGN Advisors LLC 0.54% Reduce -22.2% 142,037 $6.9M
Sterling Investment Advisors LLC 3.29% Add +2.1% 141,580 $6.9M
Values First Advisors, Inc. 3.54% Add +2.3% 140,270 $6.8M
Commonwealth Equity Services, LLC 0.01% Reduce -4.2% 137,647 $6.7M
Principal Securities, Inc. 0.10% Add +5.9% 134,983 $6.5M
Corepath Wealth Partners LLC 4.40% Add +0.5% 134,589 $6.5M
Natixis Advisors, LLC 0.01% Add +8.7% 134,032 $6.5M
Townsend Financial Planning, LLC 6.24% Add +4.7% 133,175 $6.5M
Baker Ellis Asset Management LLC 0.77% Reduce -2.8% 133,165 $6.5M
Providence First Trust Co 2.23% No change 130,588 $6.3M
Phillips Financial Management, LLC 0.45% Reduce -26.1% 126,652 $6.1M
Equitable Holdings, Inc. 0.04% Add +12.0% 123,872 $6.0M
Investment Research Partners LLC 2.45% Add +15.8% 124,023 $6.0M
Wealthspire Advisors, LLC 0.05% Add +357.5% 123,547 $6.0M
Brio Consultants, LLC 0.73% Reduce -0.7% 123,219 $5.9M
Kestra Advisory Services, LLC 0.02% Add +10.5% 118,298 $5.7M
Cranbrook Wealth Management, LLC 1.14% Reduce -21.1% 116,120 $5.6M
Seeds Investor LLC 0.75% Add +23.7% 113,731 $5.5M
Steward Partners Investment Advisory, LLC 0.03% Reduce -1.6% 112,760 $5.5M
1832 Asset Management L.P. 0.01% Add +7.4% 105,553 $5.1M
HighTower Advisors, LLC 0.01% Reduce -9.6% 105,197 $5.1M
Cannon Financial Strategists, Inc. 0.65% Add +21.9% 102,105 $4.9M
C M Bidwell & Associates Ltd. 2.28% Add +1.0% 100,643 $4.9M
McClarren Financial Advisors, Inc. 2.75% Add +1438.8% 95,834 $4.6M
Planning Directions Inc. 2.35% New 95,634 $4.6M
Lutz Financial Services LLC 0.31% Add +0.9% 94,905 $4.6M
Bluestem Financial Advisors, LLC 1.76% Reduce -11.5% 94,195 $4.6M
AtlasMark Financial, Inc 2.88% No change 91,614 $4.5M
Washington Trust Bank 0.31% Add +48.9% 85,987 $4.2M
Maimon Wealth Management LTD. 3.64% Add +7.7% 85,760 $4.1M
Investment Advisory Group, LLC 1.03% Add +15.3% 83,502 $4.0M
Wealth Enhancement Advisory Services, LLC 0.01% Add +57.7% 82,799 $4.0M
Peoples Bank 2.24% Add +1.2% 75,466 $3.7M
Allworth Financial LP 0.01% Add +5.7% 75,111 $3.6M
Mather Group, Llc. 0.04% Reduce -2.2% 74,877 $3.6M
Invested Advisors 3.66% Add +25.7% 74,838 $3.6M
Summit Wealth Partners, LLC 0.57% Reduce -1.6% 74,521 $3.6M
Turn8 Private Wealth Inc. 2.24% Add +35.3% 74,100 $3.6M
Coldstream Capital Management Inc. 0.04% Add +12.3% 72,379 $3.5M
Arkansas Financial Group, Inc. 0.49% Reduce -8.4% 72,387 $3.5M
Bank of Montreal 0.00% Reduce -23.3% 71,621 $3.5M
BCM Advisors, LLC 0.67% Add +4.1% 70,639 $3.4M
Shepherd Street Advisors LLC 3.36% Reduce -1.4% 70,294 $3.4M
Sheets Smith Wealth Management 0.38% Add +74.1% 70,155 $3.4M
Valmark Advisers, Inc. 0.04% Add +12.3% 68,831 $3.3M
Planwiser Financial, LLC 2.41% New 68,709 $3.3M
Fiduciary Group, LLC 0.27% Reduce -12.0% 66,000 $3.2M
NewEdge Advisors, LLC 0.01% Add +45.1% 65,868 $3.2M
City Holding Co. 0.38% Add +9.6% 62,686 $3.0M
Samalin Investment Counsel, LLC 1.03% Reduce -4.8% 59,645 $2.9M
eCIO, Inc. 1.26% Add +7.0% 59,193 $2.9M
OneDigital Investment Advisors LLC 0.03% Reduce -11.1% 58,995 $2.9M
Lineweaver Wealth Advisors, LLC 0.38% Add +13.6% 58,463 $2.8M
MKT Advisors LLC 0.89% Add +21.1% 54,912 $2.7M
PNC Financial Services Group, Inc. 0.00% Add +4.1% 54,351 $2.6M
BCGM Wealth Management, LLC 0.66% Add +6.4% 53,825 $2.6M
Richard W. Paul & Associates, LLC 0.85% Add +12.2% 52,204 $2.5M
Picton Mahoney Asset Management 0.03% New 36,951 $2.5M
Wealth Dimensions Group, Ltd. 0.49% Add +1.5% 51,209 $2.5M
Smithfield Trust Co 0.10% No change 49,789 $2.4M
Avail Investment Partners, LLC 2.55% — 49,195 $2.4M
Stone House Investment Management, LLC 0.42% Add +3.4% 48,739 $2.4M
Mercer Global Advisors Inc. 0.00% Add +12.2% 47,969 $2.3M
Argent Advisors, Inc. 0.63% Reduce -6.9% 47,526 $2.3M
Greykasell Wealth Strategies, Inc. 0.92% Reduce -7.3% 46,875 $2.3M
Chatterton & Associates Inc. 1.59% Add +5.4% 46,719 $2.3M
TD Capital Management LLC 0.20% Reduce -5.3% 45,240 $2.2M
Park Place Capital Corp 0.41% Reduce -0.0% 42,013 $2.0M
PDS Planning, Inc 0.13% Reduce -0.7% 41,018 $2.0M
Eukles Asset Management 0.86% Add +19.4% 39,796 $1.9M
Sound View Wealth Advisors Group, LLC 0.13% Reduce -7.1% 39,342 $1.9M
Horizon Family Wealth, Inc. 0.99% Reduce -1.3% 38,688 $1.9M
Goldstone Financial Group, LLC 0.20% Reduce -1.2% 37,958 $1.8M
Focus Partners Wealth 0.00% Add +0.5% 37,820 $1.8M
National Bank of Canada 0.00% Reduce -0.2% 37,852 $1.8M
SHP Wealth Management 0.14% Reduce -97.4% 37,449 $1.8M
Leavell Investment Management, Inc. 0.07% Add +160.1% 36,941 $1.8M
Betterment LLC 0.00% Reduce -9.0% 36,320 $1.8M
Merit Financial Group, LLC 0.01% Reduce -29.2% 35,930 $1.7M
Farther Finance Advisors, LLC 0.02% Reduce -3.4% 35,951 $1.7M
Rockbridge Investment Management, LCC 0.15% Add +0.9% 35,375 $1.7M
J.W. Cole Advisors, Inc. 0.06% Reduce -6.1% 33,903 $1.6M
VestGen Advisors, LLC 0.05% New 33,917 $1.6M
Joseph Group Capital Management 0.40% Add +15.6% 33,054 $1.6M
XY Planning Network, Inc. 0.25% Add +23.9% 32,164 $1.6M
South Plains Financial, Inc. 0.89% No change 31,534 $1.5M
FC Advisory LLC 0.43% Add +0.3% 30,447 $1.5M
Per Stirling Capital Management, LLC. 0.16% Add +3.5% 29,898 $1.4M
Baird Financial Group, Inc. 0.00% Add +3.3% 28,943 $1.4M
Bellwether Advisors, LLC 0.24% Reduce -0.6% 28,809 $1.4M
Kestra Private Wealth Services, LLC 0.02% Add +4.2% 28,782 $1.4M
Wealthfront Advisers LLC 0.00% Add +43.4% 27,531 $1.3M
Vicus Capital 0.10% Add +13.1% 27,236 $1.3M
Advisory Services Network, LLC 0.02% Add +19.1% 26,751 $1.3M
Darden Wealth Group Inc 0.65% Reduce -1.4% 26,352 $1.3M
Rik Saylor Financial, Inc. 0.97% Reduce -0.3% 26,238 $1.3M
Charter Oak Capital Management, LLC 0.10% Reduce -16.4% 25,797 $1.3M
Luts & Greenleigh Group, Inc. 0.98% Reduce -0.1% 25,658 $1.2M
Commonwealth Financial Services, LLC 0.19% Reduce -0.7% 24,628 $1.2M
Main Street Research LLC 0.07% Add +5.7% 24,058 $1.2M
Private Advisor Group, LLC 0.01% Add +3.5% 23,660 $1.1M
Quad-Cities Investment Group, LLC 0.45% Add +4.9% 23,366 $1.1M
Keystone Financial Group, Inc. 0.58% Add +4.3% 23,154 $1.1M
HHM Wealth Advisors, LLC 0.12% Reduce -3.3% 22,329 $1.1M
Blue Jean Financial LLC 0.89% Add +2.4% 22,281 $1.1M
Stifel Financial Corp. 0.00% Add +3.3% 22,246 $1.1M
Essex Financial Services, Inc. 0.06% Add +2.7% 21,929 $1.1M
LJI Wealth Management, LLC 0.17% Reduce -3.5% 21,775 $1.1M
Baker Avenue Asset Management, LP 0.02% Reduce -22.1% 21,129 $1.0M
Center for Financial Planning, Inc. 0.11% No change 20,845 $1.0M
MAI Capital Management 0.01% Add +10.8% 20,624 $999K
Oppenheimer & Co. Inc. 0.01% Reduce -67.2% 20,406 $989K
Hill Island Financial LLC 0.24% Add +0.1% 19,983 $968K
TD Waterhouse Canada Inc. 0.00% Add +3.9% 19,757 $954K
Composition Wealth, LLC 0.01% Reduce -11.6% 19,392 $940K
Integrated Wealth Concepts LLC 0.01% New 19,374 $939K
Columbus Macro, LLC 0.10% Reduce -34.4% 19,345 $937K
Janney Montgomery Scott LLC 0.00% Reduce -4.2% 18,724 $907K
Pine Haven Investment Counsel, Inc 0.66% Add +8.5% 18,596 $901K
Rooted Wealth Advisors, Inc. 0.23% Reduce -59.6% 18,020 $876K
Shrier Wealth Management, LLC 0.32% Add +2.4% 18,044 $874K
Harbour Investments, Inc. 0.01% Add +1.1% 17,909 $868K
ABLE Financial Group, LLC 0.17% Reduce -0.2% 17,905 $868K
Ironwood Investment Counsel, LLC 0.12% Reduce -3.6% 17,662 $856K
First PREMIER Bank 0.19% Reduce -9.0% 16,970 $822K
US Bancorp \de 0.00% Add +23.9% 16,932 $821K
Headinvest, LLC 0.17% No change 16,807 $814K
Northwestern Mutual Wealth Management Co. 0.00% Add +5.3% 16,551 $802K
Rather & Kittrell, Inc. 0.12% Add +0.8% 16,488 $799K
Berger Financial Group, Inc 0.04% Reduce -0.3% 16,286 $789K
Aptus Capital Advisors, LLC 0.01% Reduce -3.2% 16,130 $782K
Mutual Advisors, LLC 0.02% Add +0.6% 16,124 $781K
PFG Advisors 0.04% Reduce -4.0% 16,124 $781K
Park Avenue Securities LLC 0.01% New 15,719 $762K
Eaton Financial Holdings Company, LLC 0.25% Add +0.3% 15,685 $760K
Western Wealth Management, LLC 0.03% Add +0.0% 15,561 $754K
Thrivent Financial for Lutherans 0.00% Reduce -6.1% 15,530 $753K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -19.7% 15,240 $739K
Sunburst Financial Group, LLC 0.14% Reduce -3.4% 15,029 $728K
Avidian Wealth Enterprises, LLC 0.02% Add +3.0% 14,731 $714K
Opus Capital Group, LLC 0.08% Add +5.7% 14,646 $710K
DORVAL Corp 0.22% Reduce -95.4% 14,439 $700K
Weaver Consulting Group 0.17% Add +7.2% 14,311 $694K
Cambridge Associates LLC /Ma/ 0.01% No change 14,033 $680K
Evensky & Katz LLC 0.04% Add +0.1% 13,250 $642K
Captrust Financial Advisors 0.00% Reduce -0.2% 12,967 $628K
Mine & Arao Wealth Creation & Management, LLC. 0.26% Add +0.3% 12,636 $612K
Godfrey Financial Associates, Inc. 0.51% Add +0.4% 12,294 $596K
Arete Wealth Advisors, LLC 0.04% Reduce -40.0% 12,106 $587K
Beacon Financial Advisory LLC 0.13% Reduce -8.2% 11,890 $576K
Main Street Financial Solutions, LLC 0.04% Reduce -9.9% 11,811 $572K
Ashton Thomas Private Wealth, LLC 0.01% Add +6.0% 11,689 $566K
Cwm, LLC 0.00% Reduce -1.5% 11,460 $555K
AlphaCore Capital LLC 0.01% Reduce -6.8% 11,281 $547K
Blair William & Co. 0.00% Reduce -3.2% 10,961 $531K
Chicago Partners Investment Group LLC 0.01% Add +4.3% 10,844 $526K
Commerce Advisors, LLC 0.44% — 10,804 $524K
Tiaa-Cref Individual & Institutional Services, LLC 0.00% — 10,708 $519K
Diversified Portfolios, Inc. 0.04% Reduce -19.4% 10,477 $508K
Global Financial Private Client, LLC 0.17% No change 10,424 $505K
Truist Financial Corp. 0.00% Reduce -11.3% 10,273 $504K
Calton & Associates, Inc. 0.07% Add +9.2% 10,260 $497K
Aviance Capital Partners, LLC 0.06% Add +9.3% 10,229 $496K
Accredited Investor Services, LLC 0.31% No change 9,881 $479K
Cordgrass Capital Advisors, LLC 0.11% Add +17.5% 9,769 $473K
OneAscent Financial Services LLC 0.03% New 9,668 $469K
Corient Private Wealth LP 0.00% New 9,623 $466K
Tocqueville Asset Management L.P. 0.01% No change 9,400 $456K
Rede Wealth, LLC 0.16% Add +55.0% 9,282 $450K
HB Wealth Management, LLC 0.00% Add +1.5% 9,248 $448K
Arax Advisory Partners 0.01% Reduce -4.4% 9,049 $439K
Legacy Capital Wealth Partners, LLC 0.09% No change 8,867 $430K
SigFig Wealth Management, LLC 0.01% Add +16.0% 8,775 $425K
Two Sigma Securities, LLC 0.05% New 8,686 $421K
Fifth Third Bancorp 0.00% New 8,595 $417K
Mattern Capital Management, LLC 0.05% Reduce -53.9% 7,855 $381K
Choreo, LLC 0.00% Reduce -1.0% 7,846 $380K
SC&H Financial Advisors, Inc. 0.05% Add +0.4% 7,411 $359K
World Investment Advisors 0.01% Reduce -9.4% 7,401 $359K
Sigma Planning Corp 0.01% Add +6.3% 7,212 $349K
Garde Capital, Inc. 0.02% No change 7,190 $348K
Level Four Advisory Services, LLC 0.01% Add +0.0% 7,182 $348K
Prospera Financial Services Inc 0.01% Reduce -2.0% 7,167 $347K
Summit Financial, LLC 0.00% Reduce -2.0% 7,139 $346K
OpenArc Corporate Advisory, LLC 0.00% No change 7,112 $345K
Kelman-Lazarov, Inc. 0.05% Add +0.7% 7,069 $343K
Pearl Planning LLC 0.18% No change 6,883 $334K
Optas, LLC 0.05% New 6,760 $328K
Hudson Capital Management LLC 0.09% Add +52.2% 6,691 $324K
Level Wealth Management LLC 0.15% No change 6,572 $318K
Colonial Trust Advisors 0.02% Add +2.5% 6,553 $318K
Harmony Asset Management LLC 0.10% New 6,552 $318K
TrueWealth Financial Partners 0.13% New 6,524 $316K
Sfmg, LLC 0.02% Add +12.0% 6,411 $311K
Guidance Point Advisors, LLC 0.07% Add +7.2% 6,364 $309K
International Assets Investment Management, LLC 0.02% Add +0.0% 6,319 $305K
Rehmann Capital Advisory Group 0.02% Add +0.5% 6,224 $302K
Elevate Wealth Advisory, Inc. 0.19% Add +1.1% 6,169 $299K
SeaBridge Investment Advisors LLC 0.05% No change 6,150 $298K
Christensen, King & Associates Investment Services, Inc. 0.13% Reduce -2.8% 6,072 $294K
Parsonex Advisory Services, Inc. 0.28% Reduce -2.8% 5,977 $290K
Blue Trust, Inc. 0.00% Reduce -5.5% 5,912 $286K
FMR LLC 0.00% Add +104.1% 5,709 $277K
Donor Advised Charitable Giving, Inc. 0.01% Add +21.8% 5,708 $277K
Rockefeller Capital Management L.P. 0.00% Reduce -21.3% 5,693 $276K
Kingsview Wealth Management, LLC 0.00% Add +8.1% 5,671 $275K
Stephen J. Garry & Associates, LLC 0.22% No change 5,640 $273K
Guerra Pan Advisors, LLC 0.17% New 5,579 $270K
MidAtlantic Capital Management, Inc. 0.19% Add +59.0% 5,568 $270K
Walter & Keenan Wealth Management LLC /in/ 0.08% No change 5,540 $268K
&partners 0.00% Add +1.5% 5,477 $265K
Essex Bank 0.06% No change 5,470 $265K
PFS Partners, LLC 0.12% No change 5,432 $263K
Cidel Asset Management Inc. 0.01% No change 5,425 $263K
LVZ, Inc. 0.03% Reduce -1.6% 5,335 $259K
Money Concepts Capital Corp. 0.01% Reduce -11.3% 5,316 $258K
Magnolia Capital Advisors LLC 0.05% Reduce -52.1% 5,231 $253K
Rice Partnership, LLC 0.03% Add +7.5% 5,212 $253K
Silverlake Wealth Management LLC 0.05% Add +1.9% 5,127 $248K
West Paces Advisors Inc. 0.05% No change 5,102 $247K
Wealth Forward, LLC 0.14% No change 5,042 $244K
BCS Private Wealth Management, Inc. 0.07% No change 5,000 $242K
Life Planning Partners, Inc 0.18% New 4,979 $241K
Infinity Wealth Counsel, LLC 0.22% No change 4,960 $240K
Patriot Investment Management Group, Inc. 0.02% Add +5.4% 4,867 $236K
Centaurus Financial, Inc. 0.01% Reduce -2.1% 4,834 $234K
Prosperity Consulting Group, LLC 0.01% New 4,768 $231K
Cornerstone Advisory, LLC 0.02% New 4,605 $223K
Onyx Bridge Wealth Group LLC 0.02% Reduce -65.9% 4,593 $223K
Prime Capital Investment Advisors, LLC 0.00% No change 4,590 $222K
Independent Advisor Alliance 0.00% New 4,585 $222K
Spirit of America Management Corp. 0.04% Add +0.8% 4,560 $221K
Beaumont Financial Advisors, LLC 0.02% Add +0.6% 4,550 $220K
Brookstone Capital Management 0.00% New 4,503 $218K
Rossby Financial, LCC 0.04% Add +350.5% 4,442 $215K
Hohimer Wealth Management, LLC 0.03% Reduce -18.4% 4,389 $213K
Zhang Financial LLC 0.01% Add +0.1% 4,317 $209K
Security National Bank 0.03% Add +96.6% 4,263 $207K
First Heartland Consultants, Inc. 0.02% Reduce -2.6% 4,228 $205K
Summa Corp. 0.08% New 4,200 $204K
Brandywine Oak Private Wealth LLC 0.02% New 4,193 $203K
Affinity Capital Advisors, LLC 0.03% Reduce -13.8% 4,171 $202K
Fifth Third Securities, Inc. 0.01% New 4,166 $202K
Financial Engines Advisors L.L.C. 0.00% New 4,162 $202K
Flagship Harbor Advisors, LLC 0.01% Add +97.2% 4,160 $202K
Bfsg, LLC 0.02% Add +4.8% 3,739 $181K
Dagco, Inc. 0.04% Add +85.9% 3,700 $179K
Parallel Advisors, LLC 0.00% Add +35.5% 3,603 $175K
Assetmark, Inc. 0.00% Reduce -15.7% 3,462 $168K
Colonial Trust Co / SC 0.02% No change 3,451 $167K
Rothschild Investment LLC 0.01% Add +82.6% 3,095 $150K
AE Wealth Management LLC 0.00% Add +3.0% 2,895 $140K
Miller Capital Partners, Inc. 0.06% No change 2,635 $128K
FAS Wealth Partners, Inc. 0.01% Reduce -22.9% 2,530 $123K
WealthShield Partners, LLC 0.01% Reduce -16.3% 2,175 $105K
Kopp Family Office, LLC 0.07% No change 2,173 $105K
Banque Transatlantique SA 0.00% No change 2,126 $103K
Crews Bank & Trust 0.01% No change 2,007 $97K
Smartleaf Asset Management LLC 0.00% No change 1,750 $85K
Cherry Tree Wealth Management, LLC 0.02% No change 1,741 $84K
Valley National Advisers Inc. 0.01% Reduce -3.5% 1,590 $77K
Clear Investment Research, LLC 0.12% New 1,585 $77K
Midwest Capital Advisors, LLC 0.04% Add +0.4% 1,556 $75K
Spire Wealth Management 0.00% Add +66.6% 1,333 $65K
Strive Financial Group ,LLC 0.03% New 1,248 $60K
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% No change 1,100 $53K
Salem Investment Counselors Inc. 0.00% New 1,028 $50K
Bogart Wealth, LLC 0.00% No change 992 $48K
Wellington-Altus USA Inc. 0.03% No change 970 $47K
Turtle Creek Wealth Advisors, LLC 0.00% New 905 $44K
Burkett Financial Services, LLC 0.01% Add +664.4% 902 $44K
Twin Peaks Wealth Advisors, LLC 0.01% New 843 $41K
Lanark Financial, Inc. 0.00% No change 760 $37K
Cullen/Frost Bankers, Inc. 0.00% Add +0.7% 720 $35K
Golden State Wealth Management, LLC 0.00% Add +0.3% 679 $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% Add +2.1% 493 $24K
CVA Family Office, LLC 0.00% No change 446 $22K
Reyes Financial Architecture, Inc. 0.02% No change 424 $21K
Caldwell Trust Co 0.00% No change 420 $20K
Medallion Wealth Advisors, LLC 0.01% Add +2206.3% 369 $18K
Citigroup Inc. 0.00% Add +30.3% 353 $17K
Ascentis Wealth Management, LLC 0.00% No change 313 $15K
Hickory Point Bank & Trust 0.01% New 309 $15K
Vanguard Advisers Inc. 0.00% — 309 $15K
General Partner, Inc. 0.01% Add +4.1% 255 $12K
Capital Analysts, LLC 0.00% No change 187 $9K
Rialto Wealth Management, LLC 0.00% Reduce -33.0% 177 $9K
CoreCap Advisors, LLC 0.00% Reduce -21.8% 161 $8K
Bank of New Hampshire 0.00% Reduce -42.1% 150 $7K
Ancora Advisors LLC 0.00% Reduce -67.0% 143 $7K
Horizon Investments, LLC 0.00% Add +100.0% 142 $7K
BNP Paribas Financial Markets 0.00% New 139 $7K
DHJJ Financial Advisors, Ltd. 0.00% No change 117 $6K
Founders Financial Alliance, LLC 0.00% No change 108 $5K
Quadrant Capital Group LLC 0.00% No change 100 $5K
Clearstead Trust, LLC 0.00% Reduce -19.0% 81 $4K
Eastern Bank 0.00% New 74 $4K
Ascentis Independent Advisors 0.00% New 64 $3K
Signaturefd, LLC 0.00% No change 59 $3K
Transamerica Financial Advisors, LLC 0.00% Reduce -83.7% 52 $3K
Front Row Advisors LLC 0.00% No change 50 $2K
Ameriflex Group, Inc. 0.00% No change 48 $2K
O'shaughnessy Asset Management, LLC 0.00% No change 32 $2K
Oxford Financial Group, LTD. LLC 0.00% No change 28 $1K
Matrix Private Capital Group LLC 0.00% New 18 $872
Clark Wealth Partners 0.00% New 17 $824
Cornerstone Planning Group LLC 0.00% Reduce -21.7% 18 $822
Millstone Evans Group, LLC 0.00% No change 16 $775
HighMark Wealth Management LLC 0.00% No change 14 $678
GAMMA Investing LLC 0.00% No change 10 $485
Global Wealth Strategies & Associates 0.00% No change 4 $205
Sachetta, LLC 0.00% New 3 $162
Wolff Wiese Magana LLC 0.00% No change 3 $146
Cassaday & Co Wealth Management LLC 0.00% New 3 $146
Russell Investments Group, Ltd. 0.00% No change 2 $97
EverSource Wealth Advisors, LLC 0.00% Reduce -99.0% 2 $72
Blueline Advisors LLC 0.00% No change 1 $46

"% 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.