iShares Core 1-5 Year Usd BoISTBETF
13F holders, Q2 2026 (June 30)398holders +3
34new positions
34sold out
$48.11avg. 13F price*
At the end of Q2 2026, 398 institutions reported holding iShares Core 1-5 Year Usd Bo (ISTB) in their 13F filings, up 3 from Q1 2026. 34 opened new positions and 34 sold out. The largest holders were Acorns Advisers, LLC ($616.1M), BlackRock, Inc. ($374.2M) and State of Wisconsin Investment Board ($267.8M).
- 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 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $140.0M |
| Exits | 34 | $51.9M |
All 13F filers, Q1 2026 → Q2 2026: 10,472,372 shares bought and 3,514,784 shares sold, net +6,957,588 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 398 holders
| Acorns Advisers, LLC | 4.02% | Add +8.0% | 12,768,271 | $616.1M |
| BlackRock, Inc. | 0.01% | Add +35.4% | 7,755,189 | $374.2M |
| State of Wisconsin Investment Board | 0.54% | Add +2.5% | 5,549,725 | $267.8M |
| Charles Schwab Investment Management Inc. | 0.02% | Add +2.2% | 2,625,257 | $126.7M |
| Triad Wealth Partners, LLC | 7.39% | New | 2,603,382 | $124.7M |
| Raymond James Financial Inc. | 0.03% | Add +5.8% | 2,421,615 | $116.8M |
| Jones Financial Companies LLLP | 0.04% | Add +16.7% | 2,057,377 | $99.4M |
| Mariner, LLC | 0.07% | Add +6.7% | 1,409,398 | $68.0M |
| Spinnaker Trust | 3.21% | Reduce -0.7% | 1,370,384 | $66.1M |
| Townsend & Associates, Inc | 5.08% | Add +2.9% | 1,240,631 | $59.6M |
| Cahaba Wealth Management, Inc. | 3.53% | Add +7.5% | 1,213,739 | $58.6M |
| LJI Wealth Management, LLC | 8.10% | Add +5404.9% | 1,198,694 | $57.8M |
| Seven Springs Wealth Group, LLC | 12.29% | Reduce -15.6% | 1,144,207 | $55.2M |
| Financial Solutions Advisory Group, Inc. | 6.83% | Reduce -5.0% | 1,124,285 | $54.0M |
| Morgan Stanley | 0.00% | Add +20.1% | 1,119,504 | $54.0M |
| Trust Point Inc. | 4.49% | Add +0.3% | 1,096,210 | $52.9M |
| Apella Capital, LLC | 0.74% | Add +14.5% | 1,085,686 | $52.2M |
| UBS Group AG | 0.01% | Add +4.5% | 983,998 | $47.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -1.9% | 967,738 | $46.7M |
| Bank of America Corp. | 0.00% | Add +2.3% | 941,481 | $45.4M |
| MBL Wealth, LLC | 2.88% | Add +4.8% | 874,816 | $42.2M |
| LPL Financial LLC | 0.01% | Reduce -3.8% | 852,550 | $41.1M |
| Bartlett & Co. Wealth Management LLC | 0.51% | Add +15.0% | 852,449 | $41.1M |
| Wells Fargo & Company | 0.01% | Add +3.9% | 711,800 | $34.3M |
| FPC Investment Advisory, Inc. | 15.63% | Add +5.4% | 688,511 | $33.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.5% | 674,028 | $32.5M |
| Destination Wealth Management | 0.73% | Add +1.8% | 644,170 | $31.1M |
| Geneos Wealth Management Inc. | 0.60% | Add +5.3% | 612,142 | $29.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +9.4% | 609,935 | $29.4M |
| Courage Miller Partners, LLC | 7.57% | Add +4.3% | 594,284 | $28.7M |
| Cim, LLC | 3.45% | Add +0.3% | 553,486 | $26.7M |
| Pittenger & Anderson Inc. | 0.95% | Add +2.0% | 552,509 | $26.7M |
| Royal Bank of Canada | 0.00% | Add +3.5% | 543,043 | $26.2M |
| Abundance Wealth Counselors | 1.59% | Add +105.5% | 506,326 | $24.4M |
| Hunter Associates Investment Management LLC | 2.77% | Add +4.6% | 499,846 | $24.1M |
| Bank of New York Mellon Corp | 0.00% | Add +0.7% | 443,088 | $21.4M |
| Beacon Pointe Advisors, LLC | 0.10% | Reduce -1.5% | 442,762 | $21.4M |
| Clear Wave Wealth Management LLC | 4.72% | Add +6.9% | 440,393 | $21.2M |
| Opal Wealth Advisors, LLC | 4.32% | Reduce -0.3% | 414,929 | $20.0M |
| Factor Wealth Management LTD | 2.97% | Add +48.6% | 407,283 | $19.7M |
| Wealth Management Resources, Inc. | 5.35% | Add +8.8% | 359,263 | $17.3M |
| Omega Financial Group, LLC | 5.05% | Add +5.5% | 343,682 | $16.6M |
| IRON Financial LLC | 6.57% | Reduce -0.3% | 329,734 | $15.9M |
| Orion Porfolio Solutions, LLC | 0.12% | Add +17.9% | 328,255 | $15.8M |
| Alexander Randolph Advisory, Inc. | 13.04% | Add +4.2% | 328,042 | $15.8M |
| Lakeridge Wealth Management LLC | 5.64% | Add +29.9% | 318,545 | $15.4M |
| Commonwealth Equity Services, LLC | 0.02% | Add +114.2% | 294,769 | $14.2M |
| Fiduciary Advisors, Inc. | 8.80% | Add +6.9% | 270,975 | $13.1M |
| Wescott Financial Advisory Group, LLC | 0.98% | Add +7.0% | 262,339 | $12.7M |
| Buttonwood Financial Advisors Inc. | 3.84% | Reduce -12.3% | 261,384 | $12.6M |
| Ballast Financial Advisors LLC | 10.84% | Add +10.4% | 248,050 | $12.0M |
| MML Investors Services, LLC | 0.02% | Add +38.0% | 228,646 | $11.0M |
| Fonville Wealth Management LLC | 1.79% | Add +2.9% | 226,567 | $10.9M |
| Keybank National Association | 0.04% | Add +13.1% | 221,164 | $10.7M |
| Crestwood Advisors Group, LLC | 0.16% | Add +8.0% | 217,189 | $10.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.4% | 213,388 | $10.3M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -20.9% | 210,758 | $10.2M |
| Becker Capital Management Inc. | 0.26% | No change | 200,821 | $9.7M |
| KFA Private Wealth Group, LLC | 2.22% | Add +19.1% | 191,066 | $9.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.3% | 189,256 | $9.1M |
| Morris Financial Concepts, Inc. | 2.75% | Reduce -1.6% | 185,878 | $9.0M |
| Natixis Advisors, LLC | 0.01% | Add +37.4% | 184,109 | $8.9M |
| Cetera Investment Advisers | 0.01% | Reduce -1.8% | 178,541 | $8.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -5.9% | 176,901 | $8.5M |
| Johnson Financial Group, Inc. | 0.26% | Reduce -70.4% | 165,397 | $8.0M |
| Maryland Capital Advisors Inc. | 2.46% | — | 159,137 | $7.7M |
| Independence Financial Advisors, LLC | 1.91% | Reduce -2.2% | 152,851 | $7.4M |
| Hoxton Planning & Management, LLC | 1.91% | Reduce -6.2% | 151,828 | $7.3M |
| JGP Wealth Management, LLC | 0.65% | Add +2.0% | 150,065 | $7.2M |
| Washington Trust Bank | 0.50% | Add +70.9% | 146,947 | $7.1M |
| Sterling Investment Advisors LLC | 3.14% | Add +2.4% | 144,939 | $7.0M |
| Values First Advisors, Inc. | 3.19% | Add +3.2% | 144,740 | $7.0M |
| Creative Planning | 0.00% | Reduce -2.6% | 143,802 | $6.9M |
| Principal Securities, Inc. | 0.08% | Add +4.9% | 141,607 | $6.8M |
| Corepath Wealth Partners LLC | 4.22% | Add +4.7% | 140,922 | $6.8M |
| Townsend Financial Planning, LLC | 5.89% | Add +5.2% | 140,081 | $6.8M |
| Equitable Holdings, Inc. | 0.04% | Add +7.4% | 132,987 | $6.4M |
| Gilbert Capital Group, Inc. | 4.43% | Reduce -10.6% | 131,010 | $6.3M |
| Providence First Trust Co | 1.76% | No change | 130,588 | $6.3M |
| 1832 Asset Management L.P. | 0.01% | Add +19.5% | 126,121 | $6.1M |
| CGN Advisors LLC | 0.44% | Reduce -12.8% | 123,897 | $6.0M |
| Seeds Investor LLC | 0.61% | Add +8.9% | 123,851 | $6.0M |
| Brio Consultants, LLC | 0.70% | Add +0.1% | 123,399 | $6.0M |
| Baker Ellis Asset Management LLC | 0.60% | Reduce -9.2% | 120,890 | $5.8M |
| AtlasMark Financial, Inc | 2.74% | Add +26.0% | 115,402 | $5.6M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -2.9% | 114,838 | $5.5M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -0.6% | 112,066 | $5.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +34.1% | 111,009 | $5.3M |
| eCIO, Inc. | 1.46% | Add +82.2% | 107,864 | $5.2M |
| Cranbrook Wealth Management, LLC | 0.97% | Reduce -7.3% | 107,688 | $5.2M |
| Planning Directions Inc. | 2.36% | Add +10.6% | 105,786 | $5.1M |
| Cannon Financial Strategists, Inc. | 0.57% | Add +1.1% | 103,207 | $5.0M |
| McClarren Financial Advisors, Inc. | 2.56% | Add +7.2% | 102,766 | $5.0M |
| C M Bidwell & Associates Ltd. | 2.00% | Add +1.0% | 101,628 | $4.9M |
| Lutz Financial Services LLC | 0.28% | Add +1.4% | 96,229 | $4.6M |
| HighTower Advisors, LLC | 0.00% | Reduce -11.3% | 93,345 | $4.5M |
| Phillips Financial Management, LLC | 0.33% | Reduce -26.9% | 92,558 | $4.5M |
| Bluestem Financial Advisors, LLC | 1.56% | Reduce -2.1% | 92,217 | $4.4M |
| Maimon Wealth Management LTD. | 3.43% | Add +7.5% | 92,160 | $4.4M |
| Peoples Bank | 2.20% | Add +17.3% | 88,527 | $4.3M |
| Koss-Olinger Consulting, LLC | 0.33% | Reduce -71.5% | 87,575 | $4.2M |
| Focus Partners Advisor Solutions, LLC | 0.03% | New | 85,185 | $4.1M |
| Bank of Montreal | 0.00% | Add +18.2% | 84,638 | $4.1M |
| BCM Advisors, LLC | 0.79% | Add +20.3% | 84,993 | $4.1M |
| Investment Advisory Group, LLC | 0.88% | Add +0.4% | 83,817 | $4.0M |
| Samalin Investment Counsel, LLC | 1.28% | Add +38.1% | 82,364 | $4.0M |
| NewEdge Advisors, LLC | 0.01% | Add +21.0% | 79,682 | $3.8M |
| Sheets Smith Wealth Management | 0.37% | Add +10.6% | 77,610 | $3.7M |
| Mercer Global Advisors Inc. | 0.00% | Add +61.1% | 77,274 | $3.7M |
| Planwiser Financial, LLC | 2.53% | Add +9.7% | 75,402 | $3.6M |
| Valmark Advisers, Inc. | 0.04% | Add +9.1% | 75,071 | $3.6M |
| Summit Wealth Partners, LLC | 0.51% | Add +0.3% | 74,735 | $3.6M |
| Mather Group, Llc. | 0.03% | Reduce -2.2% | 73,201 | $3.5M |
| City Holding Co. | 0.39% | Add +14.7% | 71,925 | $3.5M |
| Arkansas Financial Group, Inc. | 0.45% | Reduce -1.1% | 71,606 | $3.5M |
| Allworth Financial LP | 0.01% | Reduce -5.6% | 70,887 | $3.4M |
| Shepherd Street Advisors LLC | 2.76% | Reduce -7.0% | 65,355 | $3.1M |
| Fiduciary Group, LLC | 0.23% | Reduce -7.6% | 60,998 | $2.9M |
| Lineweaver Wealth Advisors, LLC | 0.35% | Add +3.4% | 60,474 | $2.9M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.2% | 59,700 | $2.9M |
| MKT Advisors LLC | 0.89% | Add +8.3% | 59,455 | $2.9M |
| BCGM Wealth Management, LLC | 0.58% | Add +4.7% | 56,372 | $2.7M |
| Sunesis Advisors, LLC | 1.10% | New | 55,021 | $2.7M |
| Richard W. Paul & Associates, LLC | 0.78% | Add +1.5% | 52,973 | $2.6M |
| Merit Financial Group, LLC | 0.02% | Add +45.8% | 52,394 | $2.5M |
| Wealth Dimensions Group, Ltd. | 0.44% | Add +0.4% | 51,424 | $2.5M |
| Leavell Investment Management, Inc. | 0.09% | Add +38.2% | 51,052 | $2.5M |
| Turn8 Private Wealth Inc. | 1.62% | Reduce -32.3% | 50,179 | $2.4M |
| Stone House Investment Management, LLC | 0.32% | Add +2.3% | 49,861 | $2.4M |
| Smithfield Trust Co | 0.10% | No change | 49,789 | $2.4M |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -8.8% | 49,582 | $2.4M |
| Argent Advisors, Inc. | 0.59% | Add +2.8% | 48,834 | $2.4M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -34.5% | 47,383 | $2.3M |
| VestGen Advisors, LLC | 0.06% | Add +33.2% | 45,175 | $2.2M |
| Chatterton & Associates Inc. | 1.27% | Reduce -3.6% | 45,018 | $2.2M |
| TD Capital Management LLC | 0.17% | Reduce -5.0% | 42,999 | $2.1M |
| Eukles Asset Management | 0.85% | Add +7.9% | 42,934 | $2.1M |
| XY Planning Network, Inc. | 0.26% | Add +32.4% | 42,588 | $2.1M |
| Park Place Capital Corp | 0.32% | Reduce -1.7% | 41,293 | $2.0M |
| Focus Partners Wealth | 0.00% | Add +5.3% | 39,819 | $1.9M |
| Horizon Family Wealth, Inc. | 0.86% | Add +1.1% | 39,107 | $1.9M |
| Sound View Wealth Advisors Group, LLC | 0.11% | Reduce -3.5% | 37,958 | $1.8M |
| Goldstone Financial Group, LLC | 0.16% | Reduce -2.1% | 37,158 | $1.8M |
| National Bank of Canada | 0.00% | Reduce -2.3% | 36,971 | $1.8M |
| Betterment LLC | 0.00% | Add +0.6% | 36,554 | $1.8M |
| PDS Planning, Inc | 0.10% | Reduce -11.0% | 36,499 | $1.8M |
| Farther Finance Advisors, LLC | 0.01% | Add +0.4% | 36,101 | $1.7M |
| Rockbridge Investment Management, LCC | 0.13% | Reduce -3.5% | 34,144 | $1.6M |
| J.W. Cole Advisors, Inc. | 0.03% | Add +0.7% | 34,129 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +13.4% | 32,642 | $1.6M |
| South Plains Financial, Inc. | 0.82% | No change | 31,534 | $1.5M |
| Per Stirling Capital Management, LLC. | 0.14% | Add +4.0% | 31,096 | $1.5M |
| FC Advisory LLC | 0.39% | Add +0.5% | 30,603 | $1.5M |
| Baird Financial Group, Inc. | 0.00% | Add +3.7% | 30,025 | $1.4M |
| Bellwether Advisors, LLC | 0.21% | Add +3.7% | 29,887 | $1.4M |
| Vicus Capital | 0.09% | Add +9.4% | 29,810 | $1.4M |
| Arax Advisory Partners | 0.01% | Add +226.3% | 29,525 | $1.4M |
| Joseph Group Capital Management | 0.30% | Reduce -11.5% | 29,253 | $1.4M |
| Harmony Asset Management LLC | 0.36% | Add +324.3% | 27,801 | $1.3M |
| Strategic Financial Partners, Ltd. | 0.50% | Reduce -87.3% | 27,283 | $1.3M |
| Wealthfront Advisers LLC | 0.00% | Reduce -2.5% | 26,843 | $1.3M |
| Advisory Services Network, LLC | 0.01% | Reduce -1.7% | 26,291 | $1.3M |
| Darden Wealth Group Inc | 0.50% | Reduce -0.8% | 26,127 | $1.3M |
| Wealthspire Advisors, LLC | 0.01% | Reduce -79.0% | 25,898 | $1.2M |
| Blue Jean Financial LLC | 0.86% | Add +15.3% | 25,698 | $1.2M |
| Luts & Greenleigh Group, Inc. | 0.93% | Reduce -0.3% | 25,576 | $1.2M |
| Commonwealth Financial Services, LLC | 0.16% | Add +3.0% | 25,364 | $1.2M |
| SHP Wealth Management | 0.08% | Reduce -32.8% | 25,162 | $1.2M |
| Main Street Research LLC | 0.06% | Add +2.2% | 24,592 | $1.2M |
| Quad-Cities Investment Group, LLC | 0.42% | Add +4.2% | 24,354 | $1.2M |
| Essex Financial Services, Inc. | 0.06% | Add +8.7% | 23,829 | $1.1M |
| Rik Saylor Financial, Inc. | 0.74% | Reduce -11.3% | 23,272 | $1.1M |
| Keystone Financial Group, Inc. | 0.58% | Reduce -1.2% | 22,874 | $1.1M |
| Win Advisors, Inc. | 0.39% | New | 22,621 | $1.1M |
| Vantage Point Financial LLC | 0.33% | New | 22,294 | $1.1M |
| Essex Bank | 0.23% | Add +306.3% | 22,225 | $1.1M |
| Weaver Consulting Group | 0.22% | Add +53.8% | 22,015 | $1.1M |
| HHM Wealth Advisors, LLC | 0.10% | Reduce -3.3% | 21,598 | $1.0M |
| Aptus Capital Advisors, LLC | 0.01% | Add +32.4% | 21,360 | $1.0M |
| Hill Island Financial LLC | 0.22% | Add +5.5% | 21,084 | $1.0M |
| Beacon Hill Wealth Management LTD. | 0.70% | — | 20,936 | $1.0M |
| Center for Financial Planning, Inc. | 0.09% | No change | 20,845 | $1.0M |
| MAI Capital Management | 0.00% | Reduce -0.3% | 20,558 | $992K |
| Stifel Financial Corp. | 0.00% | Reduce -11.0% | 19,790 | $955K |
| Columbus Macro, LLC | 0.09% | Add +0.7% | 19,481 | $940K |
| Pine Haven Investment Counsel, Inc | 0.60% | Add +0.3% | 18,646 | $900K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +11.5% | 18,455 | $890K |
| Shrier Wealth Management, LLC | 0.30% | Add +1.5% | 18,318 | $884K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -6.4% | 18,129 | $875K |
| ABLE Financial Group, LLC | 0.14% | No change | 17,905 | $864K |
| Composition Wealth, LLC | 0.01% | Reduce -7.9% | 17,860 | $862K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.6% | 17,800 | $859K |
| Park Avenue Securities LLC | 0.01% | Add +12.4% | 17,673 | $853K |
| Baker Avenue Asset Management, LP | 0.02% | Reduce -16.5% | 17,647 | $851K |
| US Bancorp \de | 0.00% | Add +2.7% | 17,389 | $839K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -12.4% | 17,301 | $831K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -8.3% | 17,178 | $829K |
| Headinvest, LLC | 0.15% | No change | 16,807 | $811K |
| Rather & Kittrell, Inc. | 0.11% | Add +0.3% | 16,539 | $798K |
| Berger Financial Group, Inc | 0.04% | Add +0.7% | 16,398 | $791K |
| Stone Summit Wealth LLC | 0.20% | New | 16,200 | $782K |
| Mutual Advisors, LLC | 0.01% | Reduce -0.5% | 16,040 | $774K |
| Ironwood Investment Counsel, LLC | 0.10% | Reduce -9.2% | 16,030 | $773K |
| Susquehanna International Group, LLP | 0.00% | Reduce -95.8% | 15,616 | $753K |
| PFG Advisors | 0.04% | Reduce -3.4% | 15,584 | $752K |
| Copper Harbor Investment Advisors, LLC | 0.16% | — | 15,460 | $746K |
| Simplicity Wealth,LLC | 0.03% | New | 15,378 | $742K |
| Sunburst Financial Group, LLC | 0.12% | Reduce -0.2% | 15,001 | $724K |
| Lido Advisors, LLC | 0.00% | New | 14,953 | $721K |
| First PREMIER Bank | 0.12% | Reduce -12.1% | 14,921 | $720K |
| McKinley Carter Wealth Services, Inc. | 0.04% | Reduce -2.2% | 14,898 | $719K |
| Avidian Wealth Enterprises, LLC | 0.02% | Reduce -0.3% | 14,688 | $709K |
| Private Advisor Group, LLC | 0.00% | Reduce -40.6% | 14,043 | $678K |
| Cambridge Associates LLC /Ma/ | 0.01% | No change | 14,033 | $677K |
| Western Wealth Management, LLC | 0.02% | Reduce -10.0% | 13,999 | $675K |
| Eaton Financial Holdings Company, LLC | 0.18% | Reduce -14.6% | 13,401 | $647K |
| DORVAL Corp | 0.18% | Reduce -8.0% | 13,290 | $641K |
| Evensky & Katz LLC | 0.03% | Add +0.1% | 13,264 | $640K |
| Opus Capital Group, LLC | 0.06% | Reduce -12.6% | 12,795 | $617K |
| Rooted Wealth Advisors, Inc. | 0.15% | Reduce -29.4% | 12,713 | $613K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.22% | Add +0.4% | 12,689 | $612K |
| Global Retirement Partners, LLC | 0.01% | — | 12,612 | $609K |
| Arete Wealth Advisors, LLC | 0.04% | Add +3.0% | 12,468 | $602K |
| Captrust Financial Advisors | 0.00% | Reduce -4.4% | 12,396 | $598K |
| Godfrey Financial Associates, Inc. | 0.46% | Add +0.4% | 12,343 | $596K |
| Beacon Financial Advisory LLC | 0.11% | Reduce -2.1% | 11,642 | $562K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -25.5% | 11,573 | $558K |
| Commerce Advisors, LLC | 0.29% | Add +3.5% | 11,188 | $540K |
| Blair William & Co. | 0.00% | Add +1.0% | 11,072 | $534K |
| Main Street Financial Solutions, LLC | 0.03% | Reduce -6.3% | 11,061 | $534K |
| Chicago Partners Investment Group LLC | 0.01% | Add +1.0% | 10,950 | $524K |
| SigFig Wealth Management, LLC | 0.01% | Add +20.4% | 10,563 | $510K |
| M Holdings Securities, Inc. | 0.07% | New | 10,550 | $508K |
| Diversified Portfolios, Inc. | 0.04% | No change | 10,477 | $506K |
| HB Wealth Management, LLC | 0.00% | Add +12.8% | 10,433 | $503K |
| Global Financial Private Client, LLC | 0.14% | No change | 10,424 | $503K |
| Aviance Capital Partners, LLC | 0.05% | Reduce -0.2% | 10,207 | $492K |
| Calton & Associates, Inc. | 0.07% | Reduce -2.9% | 9,965 | $481K |
| OneAscent Financial Services LLC | 0.02% | Add +3.0% | 9,961 | $481K |
| Corient Private Wealth LP | 0.00% | Add +0.3% | 9,657 | $466K |
| Flagship Harbor Advisors, LLC | 0.02% | Add +127.4% | 9,460 | $456K |
| Vise Technologies, Inc. | 0.01% | New | 9,433 | $455K |
| Tocqueville Asset Management L.P. | 0.01% | No change | 9,400 | $454K |
| Rede Wealth, LLC | 0.14% | Reduce -2.4% | 9,058 | $437K |
| Legacy Capital Wealth Partners, LLC | 0.08% | No change | 8,867 | $428K |
| Oppenheimer & Co. Inc. | 0.00% | Reduce -57.7% | 8,630 | $416K |
| Fifth Third Bancorp | 0.00% | Add +0.4% | 8,630 | $416K |
| Talisman Wealth Advisors LLC | 0.30% | New | 8,484 | $409K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -27.4% | 8,482 | $409K |
| Arkadios Wealth Advisors | 0.01% | New | 8,458 | $408K |
| World Investment Advisors | 0.01% | Add +12.2% | 8,303 | $401K |
| Guidance Point Advisors, LLC | 0.09% | Add +29.9% | 8,267 | $399K |
| Accredited Investor Services, LLC | 0.22% | Reduce -18.0% | 8,105 | $391K |
| Truist Financial Corp. | 0.00% | Reduce -22.2% | 7,990 | $386K |
| Mattern Capital Management, LLC | 0.04% | No change | 7,855 | $379K |
| SC&H Financial Advisors, Inc. | 0.05% | Add +0.6% | 7,452 | $360K |
| Jane Street Group, LLC | 0.00% | Reduce -95.3% | 7,439 | $359K |
| Summit Financial, LLC | 0.00% | Add +1.2% | 7,222 | $348K |
| Garde Capital, Inc. | 0.02% | No change | 7,190 | $347K |
| Level Four Advisory Services, LLC | 0.01% | Reduce -0.2% | 7,170 | $346K |
| Kelman-Lazarov, Inc. | 0.05% | Add +1.1% | 7,145 | $345K |
| Prospera Financial Services Inc | 0.01% | Reduce -0.7% | 7,114 | $343K |
| Rossby Financial, LCC | 0.06% | Add +55.3% | 6,900 | $333K |
| Pearl Planning LLC | 0.15% | No change | 6,883 | $332K |
| Donor Advised Charitable Giving, Inc. | 0.01% | Add +18.0% | 6,738 | $325K |
| Kingsview Wealth Management, LLC | 0.00% | Add +16.9% | 6,628 | $320K |
| Hudson Capital Management LLC | 0.08% | Reduce -1.5% | 6,589 | $318K |
| Sfmg, LLC | 0.02% | Add +2.6% | 6,576 | $317K |
| Level Wealth Management LLC | 0.13% | No change | 6,572 | $317K |
| Elevate Wealth Advisory, Inc. | 0.17% | Add +2.4% | 6,314 | $305K |
| International Assets Investment Management, LLC | 0.02% | Add +0.0% | 6,321 | $304K |
| Parkwoods Wealth Partners, LLC | 0.05% | New | 6,285 | $303K |
| Colonial Trust Advisors | 0.02% | Reduce -4.6% | 6,249 | $302K |
| Rockefeller Capital Management L.P. | 0.00% | Add +9.7% | 6,247 | $301K |
| Blue Trust, Inc. | 0.00% | Add +4.5% | 6,178 | $298K |
| SeaBridge Investment Advisors LLC | 0.04% | No change | 6,150 | $297K |
| Wealthcare Capital Partners, LLC | 0.12% | New | 6,107 | $295K |
| TrueWealth Financial Partners | 0.12% | Reduce -6.5% | 6,100 | $294K |
| Christensen, King & Associates Investment Services, Inc. | 0.12% | No change | 6,072 | $293K |
| SlateStone Wealth, LLC | 0.02% | New | 6,001 | $290K |
| Wagner Wealth Management, LLC | 0.05% | New | 5,968 | $288K |
| Choreo, LLC | 0.00% | Reduce -24.1% | 5,952 | $287K |
| Sigma Planning Corp | 0.01% | Reduce -19.4% | 5,813 | $280K |
| Parsonex Advisory Services, Inc. | 0.24% | Reduce -3.0% | 5,799 | $280K |
| Rehmann Capital Advisory Group | 0.01% | Reduce -7.9% | 5,730 | $276K |
| Stephen J. Garry & Associates, LLC | 0.20% | No change | 5,640 | $272K |
| Guerra Pan Advisors, LLC | 0.15% | Add +0.4% | 5,599 | $270K |
| WBH Advisory Inc. | 0.02% | New | 5,572 | $269K |
| PFS Partners, LLC | 0.11% | No change | 5,432 | $262K |
| Money Concepts Capital Corp. | 0.01% | No change | 5,316 | $256K |
| Walter & Keenan Wealth Management LLC /in/ | 0.06% | Reduce -4.5% | 5,290 | $255K |
| &partners | 0.00% | Reduce -5.4% | 5,180 | $250K |
| Magnolia Capital Advisors LLC | 0.04% | Reduce -1.5% | 5,151 | $249K |
| Wealth Forward, LLC | 0.12% | No change | 5,042 | $243K |
| Silverlake Wealth Management LLC | 0.05% | Reduce -1.8% | 5,033 | $243K |
| BCS Private Wealth Management, Inc. | 0.07% | No change | 5,000 | $241K |
| Life Planning Partners, Inc | 0.18% | No change | 4,979 | $240K |
| Cidel Asset Management Inc. | 0.01% | Reduce -10.1% | 4,875 | $235K |
| Patriot Investment Management Group, Inc. | 0.01% | No change | 4,867 | $235K |
| Prosperity Consulting Group, LLC | 0.01% | Add +1.1% | 4,823 | $233K |
| Centaurus Financial, Inc. | 0.01% | Reduce -0.9% | 4,791 | $231K |
| LVZ, Inc. | 0.02% | Reduce -12.3% | 4,680 | $226K |
| Root Financial Partners, LLC | 0.01% | New | 4,639 | $224K |
| Fifth Third Securities, Inc. | 0.01% | Add +10.6% | 4,606 | $222K |
| Strategic Blueprint, LLC | 0.01% | New | 4,606 | $222K |
| Onyx Bridge Wealth Group LLC | 0.02% | No change | 4,593 | $222K |
| Prime Capital Investment Advisors, LLC | 0.00% | No change | 4,590 | $221K |
| Sound Stewardship, LLC | 0.09% | New | 4,561 | $220K |
| Affinity Capital Advisors, LLC | 0.03% | Add +7.8% | 4,496 | $216K |
| West Paces Advisors Inc. | 0.04% | Reduce -13.2% | 4,429 | $214K |
| Brandywine Oak Private Wealth LLC | 0.02% | Add +4.7% | 4,391 | $212K |
| Zhang Financial LLC | 0.01% | Add +0.2% | 4,326 | $209K |
| Two Sigma Securities, LLC | 0.02% | Reduce -50.5% | 4,299 | $207K |
| First Heartland Consultants, Inc. | 0.01% | Add +0.1% | 4,232 | $204K |
| Hohimer Wealth Management, LLC | 0.02% | Reduce -4.2% | 4,206 | $203K |
| Summa Corp. | 0.06% | No change | 4,200 | $203K |
| Bfsg, LLC | 0.02% | Add +0.1% | 3,743 | $181K |
| AlphaCore Capital LLC | 0.00% | Reduce -69.0% | 3,493 | $169K |
| Assetmark, Inc. | 0.00% | Reduce -3.5% | 3,341 | $161K |
| Security National Bank | 0.02% | Reduce -24.3% | 3,228 | $156K |
| Colonial Trust Co / SC | 0.02% | Reduce -7.2% | 3,201 | $154K |
| Rothschild Investment LLC | 0.01% | No change | 3,095 | $149K |
| FAS Wealth Partners, Inc. | 0.01% | Add +0.1% | 2,533 | $122K |
| FMR LLC | 0.00% | Reduce -57.4% | 2,433 | $117K |
| Burkett Financial Services, LLC | 0.04% | Add +166.0% | 2,399 | $116K |
| Banque Transatlantique SA | 0.00% | Add +9.9% | 2,336 | $113K |
| Kopp Family Office, LLC | 0.06% | No change | 2,173 | $105K |
| Crews Bank & Trust | 0.01% | No change | 2,007 | $97K |
| IMA Advisory Services, Inc. | 0.01% | New | 1,962 | $95K |
| AE Wealth Management LLC | 0.00% | Reduce -32.5% | 1,955 | $94K |
| Smartleaf Asset Management LLC | 0.00% | No change | 1,750 | $85K |
| Cherry Tree Wealth Management, LLC | 0.02% | No change | 1,741 | $84K |
| Parallel Advisors, LLC | 0.00% | Reduce -51.9% | 1,733 | $84K |
| WealthShield Partners, LLC | 0.01% | Reduce -22.2% | 1,692 | $82K |
| Greykasell Wealth Strategies, Inc. | 0.03% | Reduce -96.5% | 1,649 | $80K |
| Valley National Advisers Inc. | 0.01% | Reduce -1.1% | 1,573 | $76K |
| Midwest Capital Advisors, LLC | 0.03% | No change | 1,556 | $75K |
| Medallion Wealth Advisors, LLC | 0.02% | Add +125.5% | 832 | $63K |
| Miller Capital Partners, Inc. | 0.02% | Reduce -50.9% | 1,295 | $62K |
| IFG Advisory, LLC | 0.00% | New | 1,273 | $61K |
| IFP Advisors, Inc | 0.00% | Add +154.2% | 1,253 | $60K |
| Strive Financial Group ,LLC | 0.03% | Reduce -3.3% | 1,207 | $58K |
| 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% | No change | 1,028 | $50K |
| Franklin Resources Inc. | 0.00% | Add +72.9% | 994 | $48K |
| Bogart Wealth, LLC | 0.00% | No change | 992 | $48K |
| Wellington-Altus USA Inc. | 0.03% | No change | 970 | $47K |
| Spire Wealth Management | 0.00% | Reduce -34.4% | 875 | $42K |
| Lanark Financial, Inc. | 0.00% | No change | 760 | $37K |
| Cullen/Frost Bankers, Inc. | 0.00% | Add +1.1% | 728 | $35K |
| Walsh & Associates, LLC | 0.03% | New | 670 | $32K |
| Longview Financial Advisors LLC | 0.01% | No change | 619 | $30K |
| Glass Jacobson Investment Advisors llc | 0.01% | No change | 540 | $26K |
| Pacifica Partners Inc. | 0.01% | No change | 510 | $25K |
| Ancora Advisors LLC | 0.00% | Add +244.8% | 493 | $24K |
| CVA Family Office, LLC | 0.00% | No change | 446 | $22K |
| Vima LLC | 0.02% | — | 319 | $15K |
| Vanguard Advisers Inc. | 0.00% | No change | 309 | $15K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -55.2% | 304 | $15K |
| Buck Wealth Strategies, LLC | 0.00% | New | 265 | $13K |
| General Partner, Inc. | 0.01% | No change | 255 | $12K |
| First Horizon Corp. | 0.00% | New | 200 | $10K |
| Capital Analysts, LLC | 0.00% | No change | 187 | $9K |
| Fiduciary Financial Advisors | 0.00% | New | 180 | $9K |
| Rialto Wealth Management, LLC | 0.00% | Add +1.1% | 179 | $9K |
| CoreCap Advisors, LLC | 0.00% | No change | 161 | $8K |
| Bank of New Hampshire | 0.00% | No change | 150 | $7K |
| IAG Wealth Partners, LLC | 0.00% | New | 119 | $6K |
| Founders Financial Alliance, LLC | 0.00% | No change | 108 | $5K |
| Highland Investment Advisors LLC | 0.00% | — | 97 | $5K |
| Silver Grove Financial Group, Inc. | 0.00% | New | 87 | $4K |
| Spirit of America Management Corp. | 0.00% | Add +4178.1% | 195,083 | $4K |
| Clearstead Trust, LLC | 0.00% | No change | 81 | $4K |
| Citigroup Inc. | 0.00% | Reduce -79.6% | 72 | $3K |
| Horizon Investments, LLC | 0.00% | Reduce -50.0% | 71 | $3K |
| Transamerica Financial Advisors, LLC | 0.00% | Add +26.9% | 66 | $3K |
| Signaturefd, LLC | 0.00% | No change | 59 | $3K |
| Front Row Advisors LLC | 0.00% | No change | 50 | $2K |
| Ameriflex Group, Inc. | 0.00% | Add +2.1% | 49 | $2K |
| Nemes Rush Group LLC | 0.00% | New | 42 | $2K |
| BNP Paribas Financial Markets | 0.00% | Reduce -69.8% | 42 | $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% | No change | 18 | $869 |
| LRI Investments, LLC | 0.00% | New | 17 | $820 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -5.6% | 17 | $818 |
| Silver Oak Securities, Incorporated | 0.00% | New | 16 | $781 |
| Cape Investment Advisory, Inc. | 0.00% | New | 15 | $713 |
| HighMark Wealth Management LLC | 0.00% | No change | 14 | $675 |
| GAMMA Investing LLC | 0.00% | No change | 10 | $483 |
| Russell Investments Group, Ltd. | 0.00% | Add +250.0% | 7 | $338 |
| Wolff Wiese Magana LLC | 0.00% | No change | 3 | $145 |
| Cassaday & Co Wealth Management LLC | 0.00% | No change | 3 | $145 |
| Kilter Group LLC | 0.00% | New | 2 | $97 |
| Blueline Advisors LLC | 0.00% | No change | 1 | $46 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -50.0% | 1 | $36 |
"% 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.