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

iShares Core 1-5 Year USD Bond ETF logo
$48.88 +0.03 (+0.05%)
As of 12:52 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)
264
Total
Institutional Inflows
(last 12 months)
$557.23M
Number of
Institutional Sellers
(last 12 months)
180
Total
Institutional Outflows
(last 12 months)
$291.16M
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ISTB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2025Berger Financial Group Inc16,407$801K0.0%-1.7%0.018%
10/14/2025Capital Insight Partners LLC294,464$14.38M2.4%-1.3%0.315%
10/10/2025 ABLE Financial Group LLC18,625$910K0.2%+3.6%0.020%
10/10/2025 Lineweaver Wealth Advisors LLC47,715$2.33M0.3%-80.8%0.051%
10/10/2025 FC Advisory LLC33,255$1.62M0.5%+1.5%0.036%
10/10/2025 KMG Fiduciary Partners LLC34,086$1.67M0.1%+5.1%0.036%
10/9/2025 CGN Advisors LLC179,421$8.76M0.7%+8.3%0.194%
10/9/2025 Bartlett & CO. Wealth Management LLC421,596$20.59M0.3%N/A0.455%
10/9/2025 Prosperity Planning Inc.904,807$44.19M11.9%+5.8%0.977%
10/8/2025 Bluestem Financial Advisors LLC105,356$5.15M2.0%-0.6%0.114%
10/7/2025 Infinity Wealth Counsel LLC5,060$247K0.2%-9.0%0.005%
10/3/2025 KFA Private Wealth Group LLC135,415$6.61M1.9%-9.1%0.148%
10/3/2025 Dentgroup LLC56,458$2.76M1.8%-45.4%0.062%
9/30/2025Gilbert Capital Group Inc.138,721$6.75M5.6%N/A0.152%
9/26/2025Corient Private Wealth LLC5,368$261K0.0%N/A0.006%
8/27/2025Orion Porfolio Solutions LLC194,672$9.47M0.1%-5.6%0.213%
8/25/2025Silverlake Wealth Management LLC4,930$240K0.1%N/A0.005%
8/19/2025Newbridge Financial Services Group Inc.3,955$192K0.0%N/A0.004%
8/19/2025Advisory Services Network LLC22,457$1.09M0.0%+1.6%0.025%
8/19/2025Cim LLC563,058$27.39M3.7%+2.3%0.617%
8/19/2025Hohimer Wealth Management LLC5,520$269K0.0%-7.8%0.006%
8/18/2025Geneos Wealth Management Inc.502,761$24.46M0.6%+2.4%0.551%
8/15/2025Corient Private Wealth LLC5,368$261K0.0%N/A0.006%
8/15/2025Equitable Holdings Inc.99,069$4.82M0.0%+53.1%0.109%
8/15/2025Captrust Financial Advisors13,238$644K0.0%-11.2%0.015%
8/15/2025Two Sigma Securities LLC9,460$460K0.1%-32.4%0.010%
8/15/2025Smartleaf Asset Management LLC13,656$664K0.1%+14.7%0.015%
8/15/2025Orion Porfolio Solutions LLC157,328$7.65M0.1%-23.7%0.173%
8/15/2025MML Investors Services LLC168,694$8.21M0.0%+21.4%0.185%
8/15/2025BNP Paribas Financial Markets11,232$546K0.0%+285.3%0.012%
8/15/2025Bank of America Corp DE764,741$37.21M0.0%+9.1%0.839%
8/15/2025Ameriprise Financial Inc.513,291$24.98M0.0%+60.0%0.563%
8/14/2025Jane Street Group LLC110,649$5.38M0.0%+218.3%0.121%
8/14/2025Raymond James Financial Inc.1,995,387$97.08M0.0%-0.1%2.188%
8/14/2025Betterment LLC39,922$1.94M0.0%+6.8%0.044%
8/14/2025NewEdge Advisors LLC57,776$2.81M0.0%+13.4%0.063%
8/14/2025BCS Private Wealth Management Inc.5,000$243K0.1%N/A0.005%
8/14/2025Cerity Partners LLC9,896$481K0.0%-47.5%0.011%
8/13/2025Baird Financial Group Inc.28,718$1.40M0.0%-4.7%0.031%
8/13/2025FPC Investment Advisory Inc.545,274$26.47M16.5%+7.9%0.598%
8/13/20251832 Asset Management L.P.31,184$1.52M0.0%+4.2%0.034%
8/13/2025CW Advisors LLC32,406$1.58M0.0%-2.9%0.036%
8/13/2025Acorns Advisers LLC10,198,998$496.18M4.3%-6.6%11.183%
8/13/2025Twin Peaks Wealth Advisors LLC762$37K0.0%N/A0.001%
8/13/2025Beacon Pointe Advisors LLC375,644$18.28M0.2%+3.5%0.412%
8/13/2025Colonial Trust Advisors10,008$487K0.0%-12.5%0.011%
8/13/2025Level Four Advisory Services LLC7,849$382K0.0%-2.8%0.009%
8/13/2025Northwestern Mutual Wealth Management Co.15,218$740K0.0%+38.0%0.017%
8/13/2025Johnson Financial Group Inc.409,777$19.94M0.9%+20.0%0.449%
8/13/2025Choreo LLC22,461$1.09M0.0%+3.6%0.025%
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%
8/11/2025TD Waterhouse Canada Inc.16,929$820K0.0%+1.9%0.019%
8/11/2025HHM Wealth Advisors LLC24,216$1.18M0.1%-1.7%0.027%
8/11/2025Wealthspire Advisors LLC35,361$1.72M0.0%+4.2%0.039%
8/11/2025Diversified Portfolios Inc.14,414$701K0.1%-4.9%0.016%
8/11/2025Wescott Financial Advisory Group LLC182,860$8.90M0.9%+1.3%0.201%
8/11/2025Rockbridge Investment Management LCC39,695$1.93M0.2%-2.3%0.044%
8/11/2025Greykasell Wealth Strategies Inc.12,065$587K0.3%-8.9%0.013%
8/8/2025Horizon Family Wealth Inc.37,499$1.82M1.1%-1.4%0.041%
8/8/2025Cetera Investment Advisers135,754$6.60M0.0%-1.6%0.149%
8/8/2025Creative Planning214,769$10.45M0.0%-8.5%0.235%
8/8/2025WealthShield Partners LLC3,901$190K0.0%+19.0%0.004%
8/8/2025Independence Financial Advisors LLC271,837$13.23M5.1%+1.1%0.298%
8/8/2025Omega Financial Group LLC273,767$13.32M4.7%+1.4%0.300%
8/8/2025PNC Financial Services Group Inc.56,325$2.74M0.0%-8.8%0.062%
8/8/2025Ironwood Investment Counsel LLC20,709$1.01M0.1%-8.6%0.023%
8/8/2025Turn8 Private Wealth Inc.58,026$2.82M2.1%+4.6%0.064%
8/8/2025eCIO Inc.53,961$2.63M1.1%+1.0%0.059%
8/7/2025Lakeridge Wealth Management LLC210,089$10.22M4.7%+2.0%0.230%
8/7/2025Samalin Investment Counsel LLC55,239$2.69M1.0%+0.5%0.061%
8/7/2025Joseph Group Capital Management43,232$2.10M0.7%-12.4%0.047%
8/7/2025Fonville Wealth Management LLC169,162$8.23M2.1%+3.9%0.185%
8/7/2025Brio Consultants LLC129,174$6.28M0.9%-1.5%0.142%
8/7/2025Sound View Wealth Advisors Group LLC50,322$2.45M0.2%-0.8%0.055%
8/6/2025Prospera Financial Services Inc39,910$1.94M0.0%+2.6%0.044%
8/6/2025AE Wealth Management LLC943$46K0.0%-44.6%0.001%
8/6/2025Longview Financial Advisors LLC619$30K0.0%-87.0%0.001%
8/6/2025Savant Capital LLC4,900$238K0.0%+15.3%0.005%
8/6/2025Eukles Asset Management29,376$1.43M0.6%-2.1%0.032%
8/6/2025Washington Trust Bank43,684$2.13M0.2%+197.2%0.048%
8/6/2025Stone House Investment Management LLC42,598$2.07M0.4%+3.1%0.047%
8/5/2025Main Street Research LLC18,966$923K0.1%+9.8%0.021%
8/5/2025Crestwood Advisors Group LLC18,152$883K0.0%+52.8%0.020%
8/5/2025Magnolia Capital Advisors LLC7,122$346K0.1%-11.9%0.008%
8/5/2025Bank of New York Mellon Corp268,229$13.05M0.0%+13.3%0.294%
8/5/2025BCGM Wealth Management LLC88,644$4.31M1.2%+1.9%0.097%
(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, 427 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 ($496.18M), Charles Schwab Investment Management Inc. ($116.78M), Raymond James Financial Inc. ($97.08M), 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 357 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 Cim LLC ($562.34K).

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

Institutional investors have bought a total of 11,565,291 shares in the last 24 months. This purchase volume represents approximately $557.23M in transactions.

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

Of the 180 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), Acorns Advisers LLC ($723.90K), Cerity Partners LLC ($562.89K), Jane Street Group LLC ($290.24K), Lineweaver Wealth Advisors LLC ($259.07K), and Royal Bank of Canada ($239.69K).

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

Institutional investors have sold a total of 6,005,884 shares in the last 24 months. This volume of shares sold represents approximately $291.16M in transactions.


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This page (NASDAQ:ISTB) was last updated on 10/14/2025 by MarketBeat.com Staff
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