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

iShares Core 1-5 Year USD Bond ETF logo
$48.26 +0.03 (+0.06%)
As of 04:00 PM Eastern

Institutional Ownership Changes (13F Filings) for iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)

Number of
Institutional Buyers
(last 12 months)
254
Total
Institutional Inflows
(last 12 months)
$650.83M
Number of
Institutional Sellers
(last 12 months)
191
Total
Institutional Outflows
(last 12 months)
$238.25M
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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
5/5/2026Geneos Wealth Management Inc.581,180$28.16M0.7%+6.7%0.593%
5/5/2026Sigma Planning Corp7,212$349K0.0%+6.3%0.007%
5/5/2026Cornerstone Advisory LLC4,605$223K0.0%N/A0.005%
5/4/2026Mattern Capital Management LLC7,855$381K0.0%-53.9%0.008%
5/4/2026Lutz Financial Services LLC94,905$4.60M0.3%+0.9%0.097%
5/4/2026Chicago 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%
4/27/2026 World 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%
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%
3/13/2026 World Investment Advisors8,165$398K0.0%N/A0.008%
3/4/2026Rehmann Capital Advisory Group6,196$302K0.0%+10.4%0.006%
3/4/2026SHP Wealth Management1,449,607$70.67M5.5%N/A1.485%
2/26/2026TD Capital Management LLC47,781$2.33M0.2%-35.6%0.049%
2/26/2026Banque Transatlantique SA2,126$104K0.0%+47.4%0.002%
2/19/2026Compound Planning Inc.7,977$389K0.0%-12.1%0.008%
2/18/2026Strive Financial Group LLC1,393$68K0.0%N/A0.001%
2/18/2026Mercer Global Advisors Inc. ADV42,748$2.08M0.0%-3.4%0.044%
2/18/2026Raymond James Financial Inc.2,223,386$108.39M0.0%+5.2%2.278%
2/18/2026 Onyx Bridge Wealth Group LLC13,469$657K0.1%-7.7%0.014%
2/18/2026Beacon Pointe Advisors LLC434,070$21.16M0.1%+5.6%0.445%
2/18/2026NewEdge Advisors LLC45,383$2.21M0.0%-15.8%0.046%
2/18/2026Cim LLC551,248$26.87M3.5%+3.4%0.565%
2/18/2026Main Street Financial Solutions LLC13,108$639K0.0%-4.6%0.013%
2/18/2026Ballast Financial Advisors LLC213,148$10.39M10.7%N/A0.218%
2/17/2026Cetera Investment Advisers178,648$8.71M0.0%+0.1%0.183%
2/17/2026Equitable Holdings Inc.110,643$5.39M0.0%+4.5%0.113%
2/17/2026 Townsend Financial Planning LLC127,150$6.20M6.2%N/A0.130%
2/17/2026Miller Capital Partners Inc.2,635$128K0.1%N/A0.003%
2/17/2026Osaic Holdings Inc.172,413$8.41M0.0%-2.7%0.177%
2/17/2026State of Wisconsin Investment Board5,312,625$258.99M0.6%+1.4%5.443%
2/17/2026&PARTNERS5,398$263K0.0%-39.7%0.006%
2/17/2026Blair William & Co. IL11,327$552K0.0%-7.7%0.012%
2/17/2026Royal Bank of Canada531,159$25.90M0.0%-0.8%0.544%
2/17/2026Cambridge Associates LLC MA ADV14,033$684K0.0%-70.2%0.014%
2/17/2026 Beacon Financial Advisory LLC12,956$632K0.1%-11.6%0.013%
2/16/2026MML Investors Services LLC188,012$9.17M0.0%+6.4%0.193%
2/16/2026Mariner LLC1,284,486$62.62M0.1%+2.9%1.316%
2/16/2026Focus Partners Wealth37,627$1.83M0.0%+9.2%0.039%
2/16/2026Destination Wealth Management612,783$29.87M0.8%+5.6%0.628%
2/16/2026Arax Advisory Partners9,464$461K0.0%N/A0.010%
2/16/2026 Blue Jean Financial LLC21,752$1.06M0.9%N/A0.022%
2/13/2026Arete Wealth Advisors LLC20,188$984K0.1%-71.8%0.021%
2/13/2026 Kestra Advisory Services LLC107,014$5.22M0.0%+41.2%0.110%
2/13/2026Stifel Financial Corp21,528$1.05M0.0%+37.0%0.022%
2/13/2026Acorns Advisers LLC11,554,781$563.30M4.2%+5.1%11.839%
2/13/2026C M Bidwell & Associates Ltd.99,688$4.86M2.3%+1.0%0.102%
2/13/2026Magnolia Capital Advisors LLC10,912$532K0.1%+35.6%0.011%
2/13/2026OpenArc Corporate Advisory LLC7,112$347K0.0%N/A0.007%
2/13/2026Charles Schwab Investment Management Inc.2,345,177$114.33M0.0%-1.0%2.403%
2/13/2026Wells Fargo & Company MN670,142$32.67M0.0%+3.3%0.687%
2/13/2026 Wealthspire Advisors LLC27,003$1.32M0.0%-18.1%0.028%
2/13/2026Summit Financial LLC7,287$355K0.0%+18.4%0.007%
2/12/2026Fiduciary Group LLC75,002$3.66M0.3%-2.3%0.077%


ISTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISTB shares?

During the previous two years, 418 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.

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

Of the 354 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), Apella Capital LLC ($948.52K), Koss Olinger Consulting LLC ($595.14K), Bartlett & CO. Wealth Management LLC ($556.17K), and Boyd Wealth Management LLC ($521.97K).

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

Institutional investors have bought a total of 13,366,145 shares in the last 24 months. This purchase volume represents approximately $650.83M in transactions.

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

Of the 190 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: Acorns Advisers LLC ($723.90K), Charles Schwab Investment Management Inc. ($690.75K), Argent Advisors Inc. ($249.26K), Renaissance Technologies LLC ($231.30K), Lineweaver Wealth Advisors LLC ($201.31K), Ameriprise Financial Inc. ($153.41K), and JPMorgan Chase & Co. ($142.02K).

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

Institutional investors have sold a total of 4,892,892 shares in the last 24 months. This volume of shares sold represents approximately $238.25M in transactions.



This page (NASDAQ:ISTB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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