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

iShares Core 1-5 Year USD Bond ETF logo
$47.25 +0.02 (+0.04%)
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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)
226
Total
Institutional Inflows
(last 12 months)
$576.41M
Number of
Institutional Sellers
(last 12 months)
146
Total
Institutional Outflows
(last 12 months)
$130.55M
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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
10/13/2026Lineweaver Wealth Advisors LLC63,773$3.01M0.3%+5.5%0.058%
10/13/2026JGP Wealth Management LLC153,148$7.24M0.6%+2.1%0.138%
10/9/2026Prosperity Planning Inc.1,164,033$55.00M12.3%+6.0%1.052%
10/8/2026Factor Wealth Management LTD374,794$17.71M2.8%-8.0%0.347%
10/8/2026Independence Financial Advisors LLC159,811$7.55M1.9%+4.6%0.148%
10/8/2026Farther Finance Advisors LLC37,896$1.79M0.0%+5.0%0.035%
10/8/2026Apella Capital LLC1,469,742$69.37M0.9%+35.4%1.360%
10/8/2026Avidian Wealth Enterprises LLC5,331$252K0.0%N/A0.005%
10/7/2026KFA Private Wealth Group LLC214,882$10.15M2.4%+12.5%0.199%
10/7/2026SigFig Wealth Management LLC12,074$570K0.0%+14.3%0.011%
10/5/2026FC Advisory LLC34,307$1.62M0.4%+12.1%0.032%
10/1/2026 Burkett Financial Services LLC1,249$59K0.0%-47.9%0.001%
9/23/2026Envestnet Asset Management Inc.609,935$29.43M0.0%+9.4%0.567%
9/9/2026Cidel Asset Management Inc.4,875$235K0.0%-10.1%0.005%
9/9/2026Integrated Wealth Concepts LLC18,129$875K0.0%-6.4%0.017%
9/9/2026NewEdge Advisors LLC79,682$3.85M0.0%+21.0%0.075%
9/9/2026IFP Advisors Inc1,253$60K0.0%+154.2%0.001%
9/9/2026Baird Financial Group Inc.30,025$1.45M0.0%+3.7%0.028%
9/9/2026XY Planning Network Inc.42,588$2.06M0.3%+32.4%0.040%
9/8/2026Allworth Financial LP70,887$3.42M0.0%-5.6%0.066%
8/23/2026HB Wealth Management LLC10,433$503K0.0%+12.8%0.010%
8/22/2026Beacon Hill Wealth Management LTD.20,936$1.01M0.7%N/A0.020%
8/22/2026Rik Saylor Financial Inc.23,272$1.12M0.7%-11.3%0.022%
8/22/2026DORVAL Corp13,290$641K0.2%-8.0%0.012%
8/22/2026TD Waterhouse Canada Inc.17,301$831K0.0%-12.4%0.016%
8/21/2026Beacon Financial Advisory LLC11,642$562K0.1%-2.1%0.011%
8/21/2026KFA Private Wealth Group LLC191,066$9.22M2.5%+19.1%0.179%
8/20/2026Rehmann Capital Advisory Group5,730$276K0.0%-7.9%0.005%
8/12/2026C M Bidwell & Associates Ltd.101,628$4.90M2.0%N/A0.095%
7/10/2026Sunesis Advisors LLC55,021$2.66M1.1%N/A0.052%
7/10/2026City Holding Co.71,925$3.47M0.4%+14.7%0.069%
7/10/2026Prosperity Planning Inc.1,098,252$52.99M12.1%+7.9%1.046%
7/10/2026Sterling Investment Advisors LLC ADV144,939$6.99M3.1%+2.4%0.138%
7/9/2026Shrier Wealth Management LLC18,318$884K0.3%+1.5%0.017%
7/9/2026Wealthcare Capital Partners LLC6,107$295K0.1%N/A0.006%
7/9/2026Corepath Wealth Partners LLC140,922$6.77M4.2%+4.7%0.134%
7/9/2026Affinity Capital Advisors LLC4,496$216K0.0%+7.8%0.004%
7/8/2026Factor Wealth Management LTD407,283$19.65M3.0%+48.6%0.389%
7/8/2026Apella Capital LLC1,085,686$52.18M0.7%+14.5%1.037%
7/7/2026JGP Wealth Management LLC150,065$7.24M0.6%+2.0%0.143%
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7/7/2026Quad Cities Investment Group LLC24,354$1.18M0.4%+4.2%0.023%
7/7/2026CGN Advisors LLC123,897$5.98M0.4%-12.8%0.118%
7/2/2026 Burkett Financial Services LLC2,399$116K0.0%+166.0%0.002%
6/10/2026FAS Wealth Partners Inc.2,530$123K0.0%-22.9%0.003%
6/3/2026NewEdge Advisors LLC65,868$3.19M0.0%+45.1%0.067%
6/1/2026Financial Solutions Advisory Group Inc.1,183,767$57.37M7.9%N/A1.208%
5/20/2026Arete 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%
5/19/2026Arete 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%
5/13/2026Cetera Investment Advisers181,760$8.81M0.0%+1.7%0.185%
5/8/2026PNC Financial Services Group Inc.54,351$2.63M0.0%+4.1%0.055%
5/8/2026Rice Partnership LLC5,212$253K0.0%+7.6%0.005%
5/8/2026Maimon Wealth Management LTD.85,760$4.15M3.6%+7.7%0.088%
5/8/2026Johnson Financial Group Inc.559,017$27.09M1.0%+8.3%0.570%
5/7/2026Parallel Advisors LLC3,603$175K0.0%+35.6%0.004%
5/7/2026Ironwood Investment Counsel LLC17,662$856K0.1%-3.6%0.018%
5/7/2026Koss Olinger Consulting LLC306,997$14.88M1.2%-46.0%0.313%
5/6/2026Aviance Capital Partners LLC10,229$496K0.1%+9.3%0.010%
5/6/2026Bartlett & CO. Wealth Management LLC741,304$35.88M0.5%+33.3%0.756%
5/6/2026Assetmark Inc.3,462$168K0.0%-15.7%0.004%
5/6/2026Prosperity Consulting Group LLC4,768$231K0.0%N/A0.005%
5/6/2026BCM Advisors LLC70,639$3.41M0.7%+4.1%0.072%
5/5/2026BCGM Wealth Management LLC53,825$2.61M0.7%+6.4%0.055%
5/5/2026Wealthfront Advisers LLC27,531$1.33M0.0%+43.4%0.028%
5/5/2026Bank of New York Mellon Corp439,895$21.32M0.0%+14.0%0.449%
5/5/2026Harmony Asset Management LLC6,552$318K0.1%N/A0.007%
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%
5/2/2026Valmark Advisers Inc.68,831$3.34M0.0%+12.3%0.070%
5/2/2026Pittenger & Anderson Inc.541,672$26.25M1.0%-4.6%0.554%
5/1/2026Fifth Third Bancorp8,595$417K0.0%N/A0.009%
5/1/2026WealthShield Partners LLC2,175$105K0.0%-16.3%0.002%
5/1/2026Summa Corp.4,200$204K0.1%N/A0.004%
4/30/2026Main Street Research LLC24,058$1.17M0.1%+5.7%0.025%
4/30/2026Kestra Advisory Services LLC118,298$5.73M0.0%+10.5%0.121%
4/30/2026Money Concepts Capital Corp5,316$258K0.0%-11.3%0.005%
4/30/2026Cahaba Wealth Management Inc.1,128,804$54.70M3.7%+6.0%1.154%
4/30/2026Bluestem Financial Advisors LLC94,195$4.57M1.8%-11.5%0.096%
4/28/2026Wealth Management Resources Inc.330,044$15.99M5.6%+0.4%0.337%
4/28/2026Hunter Associates Investment Management LLC478,052$23.15M3.1%+7.0%0.489%
4/28/2026Beacon Financial Advisory LLC11,890$576K0.1%-8.2%0.012%
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4/28/2026Turn8 Private Wealth Inc.74,100$3.59M2.2%+35.3%0.076%
4/27/2026IRON Financial LLC330,572$16.02M7.0%-1.4%0.338%
4/27/2026World Investment Advisors7,401$359K0.0%-9.4%0.008%
4/27/2026Turtle Creek Wealth Advisors LLC905$44K0.0%N/A0.001%
4/27/2026Private Advisor Group LLC23,660$1.15M0.0%+3.5%0.024%
4/27/2026Optas LLC6,760$328K0.0%N/A0.007%
4/25/2026Keybank National Association OH195,521$9.48M0.0%+19.7%0.200%
4/24/2026Essex Financial Services Inc.21,929$1.06M0.1%+2.7%0.022%
4/24/2026Argent Advisors Inc.47,526$2.30M0.6%-6.9%0.049%
4/23/2026Spinnaker Trust1,380,236$66.89M3.7%-0.3%1.411%


ISTB Institutional Ownership - Frequently Asked Questions

During the previous two years, 396 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), Apella Capital LLC ($69.37M), and Spinnaker Trust ($66.89M).Learn more on iShares Core 1-5 Year USD Bond ETF's institutional investors.

Of the 334 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), Apella Capital LLC ($1.47M), SHP Wealth Management ($1.45M), Financial Solutions Advisory Group Inc. ($1.18M), Bartlett & CO. Wealth Management LLC ($741.30K), and Boyd Wealth Management LLC ($521.97K).

Institutional investors have bought a total of 11,852,832 shares in the last 24 months. This purchase volume represents approximately $576.41M in transactions.

Of the 146 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), Ameriprise Financial Inc. ($153.41K), JPMorgan Chase & Co. ($142.02K), Onyx Bridge Wealth Group LLC ($122.86K), and Independence Financial Advisors LLC ($120.13K).

Institutional investors have sold a total of 2,679,962 shares in the last 24 months. This volume of shares sold represents approximately $130.55M 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 10/13/2026. New 13F filings are added each quarter as they're published.
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