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

iShares Core 1-5 Year USD Bond ETF logo
$48.38 -0.06 (-0.11%)
As of 10:42 AM 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)
258
Total
Institutional Inflows
(last 12 months)
$511.52M
Number of
Institutional Sellers
(last 12 months)
168
Total
Institutional Outflows
(last 12 months)
$220.17M
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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
7/2/2025Dentgroup LLC103,473$5.03M3.5%-3.1%0.111%
6/27/2025Goldman Sachs Group Inc.165,118$7.98M0.0%+100.9%0.177%
6/6/2025eCIO Inc.53,416$2.58M0.9%N/A0.057%
6/5/2025Cim LLC550,344$26.61M4.0%+2.6%0.589%
6/4/2025First Hawaiian Bank89,050$4.31M0.2%+0.7%0.095%
5/28/2025Jones Financial Companies Lllp829,571$40.09M0.0%+20.2%0.902%
5/28/2025Turn8 Private Wealth Inc.55,496$2.69M2.1%+16.1%0.060%
5/21/2025MBL Wealth LLC715,959$34.62M3.5%+0.5%0.767%
5/21/2025Geneos Wealth Management Inc.490,976$23.74M0.8%+0.2%0.526%
5/20/2025Acorns Advisers LLC10,922,893$528.12M5.1%+1.8%11.695%
5/20/2025Focus Partners Wealth28,788$1.39M0.0%-7.9%0.031%
5/19/2025Jane Street Group LLC34,762$1.68M0.0%N/A0.037%
5/16/2025Arete Wealth Advisors LLC5,510$266K0.0%N/A0.006%
5/16/2025Ashton Thomas Private Wealth LLC10,180$492K0.0%+4.8%0.011%
5/16/2025Goldman Sachs Group Inc.165,118$7.98M0.0%+100.9%0.177%
5/16/2025Jones Financial Companies Lllp577,567$28.48M0.0%-16.3%0.618%
5/16/2025NewEdge Advisors LLC50,967$2.46M0.0%+31.9%0.055%
5/16/2025Integrated Wealth Concepts LLC15,469$748K0.0%-9.3%0.017%
5/16/2025Banque Transatlantique SA1,442$64K0.0%-38.7%0.002%
5/15/2025Focus Partners Advisor Solutions LLC71,697$3.47M0.1%+61.5%0.077%
5/15/2025Royal Bank of Canada852,021$41.20M0.0%+40.2%0.912%
5/15/2025Betterment LLC37,372$1.81M0.0%-6.1%0.040%
5/15/2025MAI Capital Management13,550$655K0.0%+6.3%0.015%
5/15/2025Baird Financial Group Inc.30,144$1.46M0.0%-3.2%0.032%
5/15/2025TD Capital Management LLC81,048$3.92M0.4%-1.9%0.087%
5/15/2025Oarsman Capital Inc.23,466$1.14M0.2%-29.8%0.025%
5/14/2025Ieq Capital LLC11,000$532K0.0%N/A0.012%
5/14/2025Samalin Investment Counsel LLC54,944$2.66M1.1%-2.5%0.059%
5/14/2025Comerica Bank9,484$459K0.0%-67.3%0.010%
5/14/2025Smartleaf Asset Management LLC11,905$575K0.1%+438.7%0.013%
5/14/2025Northwestern Mutual Wealth Management Co.11,025$533K0.0%-3.2%0.012%
5/14/2025Kestra Advisory Services LLC54,672$2.64M0.0%+2.9%0.059%
5/14/2025Wescott Financial Advisory Group LLC180,550$8.73M0.9%+4.7%0.193%
5/14/20251832 Asset Management L.P.29,935$1.45M0.0%+254.0%0.032%
5/14/2025CW Advisors LLC33,370$1.61M0.0%N/A0.036%
5/14/2025Summit Financial LLC10,739$519K0.0%+68.3%0.011%
5/14/2025Flow Traders U.S. LLC19,050$921K0.0%N/A0.020%
5/14/2025GM Advisory Group LLC12,315$595K0.0%N/A0.013%
5/14/2025Colonial Trust Advisors11,442$553K0.0%-4.6%0.012%
5/13/2025Aptus Capital Advisors LLC21,145$1.02M0.0%-6.7%0.023%
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5/13/2025Steward Partners Investment Advisory LLC105,973$5.12M0.0%-9.5%0.113%
5/13/2025Raymond James Financial Inc.1,996,862$96.55M0.0%+5.1%2.138%
5/13/2025Eaton Financial Holdings Company LLC44,255$2.14M0.9%+13.7%0.047%
5/13/2025Kovitz Investment Group Partners LLC6,760$327K0.0%-5.6%0.007%
5/13/2025Infinity Wealth Counsel LLC5,760$278K0.3%-4.6%0.006%
5/13/2025Russell Investments Group Ltd.128,699$6.22M0.0%N/A0.138%
5/13/2025Stone House Investment Management LLC41,321$2.00M0.4%+18.4%0.044%
5/13/2025HighTower Advisors LLC122,671$5.93M0.0%-25.6%0.131%
5/12/2025Berger Financial Group Inc16,675$806K0.1%-12.3%0.018%
5/12/2025Koss Olinger Consulting LLC492,346$23.81M2.0%+1.3%0.527%
5/12/2025National Bank of Canada FI13,519$653K0.0%-20.3%0.014%
5/12/2025AlphaCore Capital LLC15,075$729K0.1%N/A0.016%
5/12/2025Ironwood Investment Counsel LLC22,647$1.10M0.2%-31.2%0.024%
5/9/2025Commonwealth Financial Services LLC19,506$943K0.2%+10.0%0.021%
5/9/2025Charles Schwab Investment Management Inc.2,984,761$144.31M0.0%-2.7%3.196%
5/9/2025Greykasell Wealth Strategies Inc.13,249$641K0.3%-28.0%0.014%
5/9/2025WealthShield Partners LLC3,279$159K0.0%-16.6%0.004%
5/9/2025Wealthspire Advisors LLC33,941$1.64M0.0%-8.5%0.036%
5/9/2025McClarren Financial Advisors Inc.62,814$3.09M2.1%+7.6%0.067%
5/9/2025Atria Wealth Solutions Inc.5,895$285K0.0%+8.5%0.006%
5/9/2025Sfmg LLC4,977$241K0.0%+13.2%0.005%
5/9/2025Blair William & Co. IL14,126$683K0.0%-3.6%0.015%
5/9/2025Delta Financial Group Inc.16,685$804K0.2%-17.9%0.018%
5/9/2025PNC Financial Services Group Inc.61,770$2.99M0.0%-18.4%0.066%
5/8/2025Baker Avenue Asset Management LP65,714$3.18M0.1%+0.8%0.070%
5/8/2025BCGM Wealth Management LLC87,012$4.21M1.3%+3.8%0.093%
5/8/2025Alexander Randolph Advisory Inc.209,648$10.14M9.9%+2.2%0.224%
5/8/2025Harbour Investments Inc.25,588$1.24M0.0%-13.0%0.027%
5/8/2025HHM Wealth Advisors LLC24,636$1.19M0.2%-24.3%0.026%
5/8/2025Sound View Wealth Advisors Group LLC50,737$2.45M0.2%-6.8%0.054%
5/8/2025Hoxton Planning & Management LLC149,675$7.24M2.8%N/A0.160%
5/8/2025Independence Financial Advisors LLC268,805$13.00M4.9%N/A0.288%
5/8/2025Geneos Wealth Management Inc.492,087$23.80M0.6%+0.4%0.527%
5/7/2025Lutz Financial Services LLC91,020$4.40M0.4%+0.4%0.097%
5/7/2025KFA Private Wealth Group LLC140,473$6.79M2.4%+2.8%0.150%
5/7/2025Vantage Financial Partners LLC28,475$1.38M0.3%-3.5%0.030%
5/7/2025LPL Financial LLC671,916$32.49M0.0%+2.5%0.719%
5/7/2025Keystone Financial Group Inc.40,248$1.94M1.4%+533.8%0.043%
5/6/2025FPC Investment Advisory Inc.505,439$24.36M16.6%+10.1%0.541%
5/6/2025Cetera Investment Advisers137,897$6.67M0.0%+2.2%0.148%
5/6/2025Avantax Advisory Services Inc.11,652$563K0.0%N/A0.012%
5/6/2025AE Wealth Management LLC1,701$82K0.0%-36.9%0.002%
5/6/2025Summit Wealth Partners LLC76,162$3.68M0.7%-0.9%0.082%
5/6/2025Strategic Financial Partners Ltd.7,406$358K0.2%-93.5%0.008%
5/6/2025Choreo LLC21,683$1.05M0.0%+38.7%0.023%
5/5/2025Bluestem Financial Advisors LLC110,213$5.33M2.5%-1.5%0.118%
5/5/2025Crestwood Advisors Group LLC11,876$574K0.0%-6.5%0.013%
5/5/2025Wealth Dimensions Group Ltd.49,899$2.41M0.6%+4.9%0.053%
5/5/2025Midwest Capital Advisors LLC2,408$116K0.1%-61.0%0.003%
5/5/2025J.W. Cole Advisors Inc.32,905$1.59M0.0%+8.3%0.035%
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5/5/2025Kestra Private Wealth Services LLC20,881$1.01M0.0%+3.8%0.022%
5/5/2025Private Advisor Group LLC55,861$2.70M0.0%-2.3%0.060%
5/5/2025Darden Wealth Group Inc27,491$1.33M1.0%-1.1%0.029%
5/2/2025Lineweaver Wealth Advisors LLC201,600$9.75M1.7%-2.5%0.216%
5/2/2025Cable Hill Partners LLC18,701$909K0.1%+13.1%0.020%
5/2/2025Cullen Frost Bankers Inc.690$33K0.0%+762.5%0.001%
5/2/2025BIP Wealth LLC5,506$266K0.0%-17.7%0.006%
5/2/2025LJI Wealth Management LLC43,673$2.11M0.4%-5.3%0.047%
5/1/2025Cahaba Wealth Management Inc.965,759$46.69M3.9%+4.4%1.034%
5/1/2025Woodside Wealth Management LLC936$45K0.0%N/A0.001%
(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, 440 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. ($144.31M), Raymond James Financial Inc. ($96.55M), Spinnaker Trust ($66.64M), Mariner LLC ($54.10M), Townsend & Associates Inc ($52.67M), 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 ($1.39M), Townsend & Associates Inc ($959.52K), 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 10,663,765 shares in the last 24 months. This purchase volume represents approximately $511.52M in transactions.

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

Of the 168 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 ($840.08K), Cerity Partners LLC ($553.93K), Jane Street Group LLC ($290.24K), Royal Bank of Canada ($239.69K), McKinley Carter Wealth Services Inc. ($165.53K), HighTower Advisors LLC ($151.95K), and Charles Schwab Investment Management Inc. ($146.30K).

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

Institutional investors have sold a total of 4,563,291 shares in the last 24 months. This volume of shares sold represents approximately $220.17M in transactions.



This page (NASDAQ:ISTB) was last updated on 7/3/2025 by MarketBeat.com Staff
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