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iShares Core 1-5 Year USD Bond ETF (ISTB) Institutional Ownership

iShares Core 1-5 Year USD Bond ETF logo
$48.61 +0.04 (+0.08%)
Closing price 08/12/2025 04:00 PM Eastern
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$48.61 0.00 (0.00%)
As of 08/12/2025 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)

Number of
Institutional Buyers
(last 12 months)
256
Total
Institutional Inflows
(last 12 months)
$511.06M
Number of
Institutional Sellers
(last 12 months)
178
Total
Institutional Outflows
(last 12 months)
$252.87M
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ISTB Institutional Buying and Selling by Quarter

iShares Core 1-5 Year USD Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/12/2025J.W. Cole Advisors Inc.37,471$1.82M0.0%+13.9%0.041%
8/12/2025XTX Topco Ltd4,452$217K0.0%N/A0.005%
8/12/2025Steward Partners Investment Advisory LLC108,237$5.27M0.0%+2.1%0.119%
8/12/2025South Plains Financial Inc.31,534$1.53M1.1%+11.0%0.035%
8/12/2025CreativeOne Wealth LLC10,478$510K0.0%N/A0.011%
8/12/2025Global Retirement Partners LLC14,274$694K0.0%N/A0.016%
8/12/2025Coldstream Capital Management Inc.26,251$1.28M0.0%+324.6%0.029%
8/12/2025Charles Schwab Investment Management Inc.2,400,472$116.78M0.0%-19.6%2.632%
8/12/2025Richard W. Paul & Associates LLC41,452$2.02M0.7%-1.4%0.045%
8/12/2025AlphaCore Capital LLC14,037$683K0.0%-6.9%0.015%
8/12/2025Sfmg LLC5,210$253K0.0%+4.7%0.006%
8/12/2025MAI Capital Management13,902$676K0.0%+2.6%0.015%
8/12/2025Seeds Investor LLC72,102$3.51M0.8%+16.7%0.079%
8/12/2025JPMorgan Chase & Co.930,891$45.29M0.0%+24.2%1.021%
8/12/2025Weaver Consulting Group4,470$217K0.1%N/A0.005%
8/11/2025 TD Waterhouse Canada Inc.16,929$820K0.0%+1.9%0.019%
8/11/2025 HHM Wealth Advisors LLC24,216$1.18M0.1%-1.7%0.027%
8/11/2025 Wealthspire Advisors LLC35,361$1.72M0.0%+4.2%0.039%
8/11/2025 Diversified Portfolios Inc.14,414$701K0.1%-4.9%0.016%
8/11/2025 Wescott Financial Advisory Group LLC182,860$8.90M0.9%+1.3%0.201%
8/11/2025 Rockbridge Investment Management LCC39,695$1.93M0.2%-2.3%0.044%
8/11/2025 Greykasell Wealth Strategies Inc.12,065$587K0.3%-8.9%0.013%
8/8/2025 Horizon Family Wealth Inc.37,499$1.82M1.1%-1.4%0.041%
8/8/2025 Cetera Investment Advisers135,754$6.60M0.0%-1.6%0.149%
8/8/2025 Creative Planning214,769$10.45M0.0%-8.5%0.235%
8/8/2025 WealthShield Partners LLC3,901$190K0.0%+19.0%0.004%
8/8/2025 Independence Financial Advisors LLC271,837$13.23M5.1%+1.1%0.298%
8/8/2025 Omega Financial Group LLC273,767$13.32M4.7%+1.4%0.300%
8/8/2025 PNC Financial Services Group Inc.56,325$2.74M0.0%-8.8%0.062%
8/8/2025 Ironwood Investment Counsel LLC20,709$1.01M0.1%-8.6%0.023%
8/8/2025 Turn8 Private Wealth Inc.58,026$2.82M2.1%+4.6%0.064%
8/8/2025 eCIO Inc.53,961$2.63M1.1%+1.0%0.059%
8/7/2025 Lakeridge Wealth Management LLC210,089$10.22M4.7%+2.0%0.230%
8/7/2025 Samalin Investment Counsel LLC55,239$2.69M1.0%+0.5%0.061%
8/7/2025 Joseph Group Capital Management43,232$2.10M0.7%-12.4%0.047%
8/7/2025 Fonville Wealth Management LLC169,162$8.23M2.1%+3.9%0.185%
8/7/2025 Brio Consultants LLC129,174$6.28M0.9%-1.5%0.142%
8/7/2025 Sound View Wealth Advisors Group LLC50,322$2.45M0.2%-0.8%0.055%
8/6/2025 Prospera Financial Services Inc39,910$1.94M0.0%+2.6%0.044%
8/6/2025 AE Wealth Management LLC943$46K0.0%-44.6%0.001%
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8/6/2025 Longview Financial Advisors LLC619$30K0.0%-87.0%0.001%
8/6/2025 Savant Capital LLC4,900$238K0.0%+15.3%0.005%
8/6/2025 Eukles Asset Management29,376$1.43M0.6%-2.1%0.032%
8/6/2025 Washington Trust Bank43,684$2.13M0.2%+197.2%0.048%
8/6/2025 Stone House Investment Management LLC42,598$2.07M0.4%+3.1%0.047%
8/5/2025 Main Street Research LLC18,966$923K0.1%+9.8%0.021%
8/5/2025 Crestwood Advisors Group LLC18,152$883K0.0%+52.8%0.020%
8/5/2025 Magnolia Capital Advisors LLC7,122$346K0.1%-11.9%0.008%
8/5/2025 Bank of New York Mellon Corp268,229$13.05M0.0%+13.3%0.294%
8/5/2025 BCGM Wealth Management LLC88,644$4.31M1.2%+1.9%0.097%
8/5/2025 Hunter Associates Investment Management LLC362,911$17.62M2.6%-0.5%0.398%
8/5/2025 Bank of Montreal Can99,409$4.84M0.0%-51.9%0.109%
8/5/2025 Alexander Randolph Advisory Inc.250,491$12.19M10.9%+19.5%0.275%
8/5/2025 Aviance Capital Partners LLC8,198$399K0.1%-3.3%0.009%
8/4/2025 Rede Wealth LLC5,409$263K0.1%-7.3%0.006%
8/4/2025 Spinnaker Trust1,338,348$65.11M3.9%-2.9%1.467%
8/4/2025 Assetmark Inc.1,748$85K0.0%+1,394.0%0.002%
8/4/2025 Keybank National Association OH114,721$5.58M0.0%+8.5%0.126%
8/4/2025 World Investment Advisors5,130$250K0.0%+6.9%0.006%
8/1/2025 Oarsman Capital Inc.21,261$1.03M0.2%-9.4%0.023%
8/1/2025 Providence First Trust Co130,588$6.35M2.2%+1.6%0.143%
8/1/2025 Rossby Financial LCC643$31K0.0%-53.5%0.001%
8/1/2025 Koss Olinger Consulting LLC468,079$22.77M1.9%-4.9%0.513%
8/1/2025 Curat Global LLC6,442$313K0.3%+24.5%0.007%
8/1/2025 Ashton Thomas Private Wealth LLC9,821$478K0.0%-3.5%0.011%
8/1/2025 Envestnet Asset Management Inc.571,138$27.79M0.0%-0.6%0.626%
7/31/2025 Wealthfront Advisers LLC26,708$1.30M0.0%+68.5%0.029%
7/31/2025 Leavell Investment Management Inc.13,685$666K0.0%+1.6%0.015%
7/31/2025 Focus Partners Advisor Solutions LLC66,437$3.23M0.0%-7.3%0.073%
7/31/2025 LJI Wealth Management LLC22,343$1.09M0.2%-48.8%0.024%
7/30/2025 Onyx Bridge Wealth Group LLC127,451$6.20M0.8%+2,439.9%0.140%
7/30/2025 Family Capital Management Inc.6,454$314K0.2%N/A0.007%
7/30/2025 Phillips Financial Management LLC189,072$9.20M0.7%-3.4%0.207%
7/30/2025 Studio Investment Management LLC7,730$376K0.1%-24.6%0.008%
7/30/2025 Clune & Associates LTD.149,720$7.28M2.0%+5.2%0.164%
7/30/2025 Pittenger & Anderson Inc.485,522$23.62M0.9%+2.3%0.532%
7/30/2025 Avidian Wealth Enterprises LLC10,498$511K0.0%+84.6%0.012%
7/30/2025 Townsend & Associates Inc1,110,526$53.86M5.4%+1.6%1.218%
7/30/2025 WBH Advisory Inc.4,131$201K0.0%-4.9%0.005%
7/29/2025 Chicago Partners Investment Group LLC10,046$487K0.0%+12.7%0.011%
7/29/2025 International Assets Investment Management LLC6,577$320K0.0%-38.9%0.007%
7/29/2025 Level Wealth Management LLC8,591$418K0.2%-57.4%0.009%
7/29/2025 Lutz Financial Services LLC90,552$4.41M0.3%-0.5%0.099%
7/29/2025 Values First Advisors Inc.127,765$6.22M3.4%-1.3%0.140%
7/29/2025 TFC Financial Management Inc.19,350$941K0.1%N/A0.021%
7/28/2025 Uptick Partners LLC7,047$343K0.1%N/A0.008%
7/28/2025 Rik Saylor Financial Inc.30,055$1.46M1.1%-6.0%0.033%
7/28/2025 Morris Financial Concepts Inc.167,204$8.13M3.2%-2.2%0.183%
7/28/2025 DORVAL Corp289,020$14.06M5.0%+2.9%0.317%
7/28/2025 Harbour Investments Inc.22,955$1.12M0.0%-10.3%0.025%
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7/28/2025 JGP Wealth Management LLC134,602$6.55M0.8%+2.7%0.148%
7/25/2025 Northwest Capital Management Inc11,066$538K0.3%+4.0%0.012%
7/25/2025 Atria Wealth Solutions Inc.6,325$308K0.0%+7.3%0.007%
7/25/2025 Envestnet Portfolio Solutions Inc.7,732$376K0.0%+16.0%0.008%
7/25/2025 Wealth Architects LLC4,546$221K0.0%-36.0%0.005%
7/25/2025 Courage Miller Partners LLC509,792$24.80M7.9%-2.0%0.559%
7/25/2025 Stephens Consulting LLC7,160$348K0.1%-13.9%0.008%
7/25/2025 Commonwealth Financial Services LLC19,057$927K0.2%-2.3%0.021%
7/25/2025 CWM LLC12,297$598K0.0%-7.5%0.013%
7/25/2025 Summa Corp.4,200$204K0.1%N/A0.005%
(Data available from 1/1/2016 forward)

ISTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISTB shares?

During the previous two years, 429 institutional investors and hedge funds held shares of iShares Core 1-5 Year USD Bond ETF. The most heavily invested institutionals were Acorns Advisers LLC ($528.12M), Charles Schwab Investment Management Inc. ($116.78M), Raymond James Financial Inc. ($96.55M), Spinnaker Trust ($65.11M), Mariner LLC ($54.10M), Townsend & Associates Inc ($53.86M), and UBS Group AG ($51.75M).Learn more on iShares Core 1-5 Year USD Bond ETF's institutional investors.

Which institutional investors have been buying iShares Core 1-5 Year USD Bond ETF's stock?

Of the 353 institutional investors that purchased iShares Core 1-5 Year USD Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.00M), Charles Schwab Investment Management Inc. ($1.64M), Spinnaker Trust ($1.44M), Acorns Advisers LLC ($947.20K), Townsend & Associates Inc ($789.61K), International Assets Investment Management LLC ($589.76K), and Orion Portfolio Solutions LLC ($573.49K).

How much institutional buying is happening at iShares Core 1-5 Year USD Bond ETF?

Institutional investors have bought a total of 10,622,776 shares in the last 24 months. This purchase volume represents approximately $511.06M in transactions.

Which of iShares Core 1-5 Year USD Bond ETF's major shareholders have been selling company stock?

Of the 178 institutional investors that sold iShares Core 1-5 Year USD Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Raymond James & Associates ($808.35K), Charles Schwab Investment Management Inc. ($730.59K), Cerity Partners LLC ($553.93K), Jane Street Group LLC ($290.24K), Royal Bank of Canada ($239.69K), McKinley Carter Wealth Services Inc. ($182.66K), and Spinnaker Trust ($166.42K).

How much institutional selling is happening at iShares Core 1-5 Year USD Bond ETF?

Institutional investors have sold a total of 5,223,641 shares in the last 24 months. This volume of shares sold represents approximately $252.87M in transactions.



This page (NASDAQ:ISTB) was last updated on 8/13/2025 by MarketBeat.com Staff
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