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

iShares Core 1-5 Year USD Bond ETF logo
$48.11 +0.02 (+0.04%)
As of 09:48 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)
229
Total
Institutional Inflows
(last 12 months)
$595.27M
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$144.42M
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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
8/12/2026 C M Bidwell & Associates Ltd.101,628$4.90M2.0%N/A0.095%
7/10/2026 Sunesis Advisors LLC55,021$2.66M1.1%N/A0.052%
7/10/2026 City Holding Co.71,925$3.47M0.4%+14.7%0.069%
7/10/2026 Prosperity Planning Inc.1,098,252$52.99M12.1%+7.9%1.046%
7/10/2026 Sterling Investment Advisors LLC ADV144,939$6.99M3.1%+2.4%0.138%
7/9/2026 Shrier Wealth Management LLC18,318$884K0.3%+1.5%0.017%
7/9/2026 Wealthcare Capital Partners LLC6,107$295K0.1%N/A0.006%
7/9/2026 Corepath Wealth Partners LLC140,922$6.77M4.2%+4.7%0.134%
7/9/2026 Affinity Capital Advisors LLC4,496$216K0.0%+7.8%0.004%
7/8/2026 Factor Wealth Management LTD407,283$19.65M3.0%+48.6%0.389%
7/8/2026 Apella Capital LLC1,085,686$52.18M0.7%+14.5%1.037%
7/7/2026 JGP Wealth Management LLC150,065$7.24M0.6%+2.0%0.143%
7/7/2026 Quad Cities Investment Group LLC24,354$1.18M0.4%+4.2%0.023%
7/7/2026 CGN Advisors LLC123,897$5.98M0.4%-12.8%0.118%
7/2/2026 Burkett Financial Services LLC2,399$116K0.0%+166.0%0.002%
6/10/2026 FAS Wealth Partners Inc.2,530$123K0.0%-22.9%0.003%
6/3/2026 NewEdge Advisors LLC65,868$3.19M0.0%+45.1%0.067%
6/1/2026 Financial Solutions Advisory Group Inc.1,183,767$57.37M7.9%N/A1.208%
5/20/2026 Arete Wealth Advisors LLC12,106$587K0.0%-40.0%0.012%
5/20/2026TrueWealth Financial Partners6,524$316K0.1%N/A0.007%
5/19/2026Bank of America Corp DE920,694$44.62M0.0%-7.7%0.939%
5/19/2026Cim LLC551,770$26.74M3.9%+0.1%0.563%
5/19/2026 Arete Wealth Advisors LLC12,106$587K0.0%-40.0%0.012%
5/18/2026Royal Bank of Canada524,958$25.44M0.0%-1.2%0.536%
5/14/2026Rockbridge Investment Management LCC35,375$1.71M0.2%+0.9%0.036%
5/13/2026 Cetera Investment Advisers181,760$8.81M0.0%+1.7%0.185%
5/8/2026 PNC Financial Services Group Inc.54,351$2.63M0.0%+4.1%0.055%
5/8/2026 Rice Partnership LLC5,212$253K0.0%+7.6%0.005%
5/8/2026 Maimon Wealth Management LTD.85,760$4.15M3.6%+7.7%0.088%
5/8/2026 Johnson Financial Group Inc.559,017$27.09M1.0%+8.3%0.570%
5/7/2026 Parallel Advisors LLC3,603$175K0.0%+35.6%0.004%
5/7/2026 Ironwood Investment Counsel LLC17,662$856K0.1%-3.6%0.018%
5/7/2026 Koss Olinger Consulting LLC306,997$14.88M1.2%-46.0%0.313%
5/6/2026 Aviance Capital Partners LLC10,229$496K0.1%+9.3%0.010%
5/6/2026 Bartlett & CO. Wealth Management LLC741,304$35.88M0.5%+33.3%0.756%
5/6/2026 Assetmark Inc.3,462$168K0.0%-15.7%0.004%
5/6/2026Prosperity Consulting Group LLC4,768$231K0.0%N/A0.005%
5/6/2026 BCM Advisors LLC70,639$3.41M0.7%+4.1%0.072%
5/5/2026 BCGM Wealth Management LLC53,825$2.61M0.7%+6.4%0.055%
5/5/2026 Wealthfront Advisers LLC27,531$1.33M0.0%+43.4%0.028%
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5/5/2026 Bank of New York Mellon Corp439,895$21.32M0.0%+14.0%0.449%
5/5/2026 Harmony Asset Management LLC6,552$318K0.1%N/A0.007%
5/5/2026 Geneos Wealth Management Inc.581,180$28.16M0.7%+6.7%0.593%
5/5/2026 Sigma Planning Corp7,212$349K0.0%+6.3%0.007%
5/5/2026 Cornerstone Advisory LLC4,605$223K0.0%N/A0.005%
5/4/2026 Mattern Capital Management LLC7,855$381K0.0%-53.9%0.008%
5/4/2026 Lutz Financial Services LLC94,905$4.60M0.3%+0.9%0.097%
5/4/2026 Chicago Partners Investment Group LLC10,844$526K0.0%+4.3%0.011%
5/4/2026FPC Investment Advisory Inc.653,483$31.73M12.6%+8.0%0.667%
5/2/2026 Valmark Advisers Inc.68,831$3.34M0.0%+12.3%0.070%
5/2/2026 Pittenger & Anderson Inc.541,672$26.25M1.0%-4.6%0.554%
5/1/2026 Fifth Third Bancorp8,595$417K0.0%N/A0.009%
5/1/2026 WealthShield Partners LLC2,175$105K0.0%-16.3%0.002%
5/1/2026 Summa Corp.4,200$204K0.1%N/A0.004%
4/30/2026 Main Street Research LLC24,058$1.17M0.1%+5.7%0.025%
4/30/2026 Kestra Advisory Services LLC118,298$5.73M0.0%+10.5%0.121%
4/30/2026 Money Concepts Capital Corp5,316$258K0.0%-11.3%0.005%
4/30/2026 Cahaba Wealth Management Inc.1,128,804$54.70M3.7%+6.0%1.154%
4/30/2026 Bluestem Financial Advisors LLC94,195$4.57M1.8%-11.5%0.096%
4/28/2026 Wealth Management Resources Inc.330,044$15.99M5.6%+0.4%0.337%
4/28/2026 Hunter Associates Investment Management LLC478,052$23.15M3.1%+7.0%0.489%
4/28/2026 Beacon Financial Advisory LLC11,890$576K0.1%-8.2%0.012%
4/28/2026 Turn8 Private Wealth Inc.74,100$3.59M2.2%+35.3%0.076%
4/27/2026 IRON Financial LLC330,572$16.02M7.0%-1.4%0.338%
4/27/2026World Investment Advisors7,401$359K0.0%-9.4%0.008%
4/27/2026 Turtle Creek Wealth Advisors LLC905$44K0.0%N/A0.001%
4/27/2026 Private Advisor Group LLC23,660$1.15M0.0%+3.5%0.024%
4/27/2026 Optas LLC6,760$328K0.0%N/A0.007%
4/25/2026 Keybank National Association OH195,521$9.48M0.0%+19.7%0.200%
4/24/2026 Essex Financial Services Inc.21,929$1.06M0.1%+2.7%0.022%
4/24/2026 Argent Advisors Inc.47,526$2.30M0.6%-6.9%0.049%
4/23/2026 Spinnaker Trust1,380,236$66.89M3.7%-0.3%1.411%
4/23/2026 Vicus Capital27,236$1.32M0.1%+13.1%0.028%
4/22/2026 Janney Montgomery Scott LLC18,724$907K0.0%-4.2%0.019%
4/22/2026 Onyx Bridge Wealth Group LLC4,593$223K0.0%-65.9%0.005%
4/22/2026 Rooted Wealth Advisors Inc.18,020$876K0.2%-59.6%0.018%
4/22/2026 Keystone Financial Group Inc.23,154$1.12M0.6%+4.3%0.024%
4/21/2026 Columbus Macro LLC19,345$937K0.1%-34.4%0.020%
4/21/2026 Dagco Inc.3,700$179K0.0%+85.9%0.004%
4/21/2026 Hoxton Planning & Management LLC161,928$7.85M2.4%-9.2%0.166%
4/20/2026 Kestra Private Wealth Services LLC28,782$1.40M0.0%+4.2%0.029%
4/20/2026 Chatterton & Associates Inc.46,719$2.26M1.6%+5.4%0.048%
4/20/2026 KFA Private Wealth Group LLC160,458$7.78M1.9%+0.7%0.164%
4/20/2026 Factor Wealth Management LTD274,123$13.28M2.5%+36.1%0.280%
4/20/2026 Blue Trust Inc.5,912$286K0.0%-5.5%0.006%
4/20/2026 First PREMIER Bank16,970$822K0.2%-9.0%0.017%
4/20/2026 Boyd Wealth Management LLC277,861$13.47M5.7%+2.6%0.284%
4/20/2026 Apella Capital LLC948,515$46.11M0.7%+16.5%0.970%
4/20/2026 Gilbert Capital Group Inc.146,576$7.10M5.5%-1.1%0.150%
4/20/2026 Brandywine Oak Private Wealth LLC4,193$203K0.0%N/A0.004%
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4/18/2026 HHM Wealth Advisors LLC22,329$1.08M0.1%-3.3%0.023%
4/17/2026 Baker Ellis Asset Management LLC133,165$6.45M0.8%-2.8%0.136%
4/17/2026 Summit Wealth Partners LLC74,521$3.61M0.6%-1.6%0.076%
4/17/2026 Values First Advisors Inc.140,270$6.80M3.5%+2.3%0.143%
4/17/2026 Brookstone Capital Management4,503$218K0.0%N/A0.005%
4/16/2026 Sheets Smith Wealth Management70,155$3.40M0.4%+74.1%0.072%
4/16/2026 McClarren Financial Advisors Inc.95,834$4.64M2.8%+1,438.8%0.098%
3/17/2026Rockefeller Capital Management L.P.7,237$353K0.0%+155.8%0.007%
3/13/2026World Investment Advisors8,165$398K0.0%N/A0.008%
3/4/2026Rehmann Capital Advisory Group6,196$302K0.0%+10.4%0.006%


ISTB Institutional Ownership - Frequently Asked Questions

During the previous two years, 400 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 ($563.30M), State of Wisconsin Investment Board ($258.99M), Charles Schwab Investment Management Inc. ($114.33M), Raymond James Financial Inc. ($108.39M), SHP Wealth Management ($70.67M), Spinnaker Trust ($66.89M), and Mariner LLC ($62.62M).Learn more on iShares Core 1-5 Year USD Bond ETF's institutional investors.

Of the 338 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. ($2.22M), Acorns Advisers LLC ($2.05M), SHP Wealth Management ($1.45M), Financial Solutions Advisory Group Inc. ($1.18M), Apella Capital LLC ($1.09M), Bartlett & CO. Wealth Management LLC ($741.30K), and Boyd Wealth Management LLC ($521.97K).

Institutional investors have bought a total of 12,223,234 shares in the last 24 months. This purchase volume represents approximately $595.27M in transactions.

Of the 145 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: Koss Olinger Consulting LLC ($263.88K), Argent Advisors Inc. ($249.26K), Renaissance Technologies LLC ($231.30K), Lineweaver Wealth Advisors LLC ($201.31K), Ameriprise Financial Inc. ($153.41K), JPMorgan Chase & Co. ($142.02K), and Onyx Bridge Wealth Group LLC ($122.86K).

Institutional investors have sold a total of 2,962,918 shares in the last 24 months. This volume of shares sold represents approximately $144.42M in transactions.


Related Companies

Institutional ownership data for NASDAQ:ISTB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/12/2026. New 13F filings are added each quarter as they're published.
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