Security record
ISTB
iShares Core 1-5 Year USD Bond ETF · Financial Services · Asset Management
51Tracked holders
-1Δ holders
31.75MShares held
$1.53BReported value
+1New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -1.9% ·
share flow +7.3% ·
net new positions -2.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 51 | -1 | 31.75M | $1.53B | +1 | −2 |
| Q1 2026 | 53 | +2 | 29.60M | $1.43B | +5 | −3 |
| Q4 2025 | 51 | 0 | 27.88M | $1.36B | — | — |
| Q3 2025 | 7 | 0 | 9.80M | $478.75M | — | — |
| Q2 2025 | 4 | 0 | 7.62M | $370.62M | — | — |
| Q1 2025 | 2 | +1 | 628.30K | $30.38M | +1 | — |
| Q4 2024 | 1 | -1 | 225.01K | $10.75M | — | −1 |
| Q3 2024 | 2 | 0 | 315.91K | $15.38M | — | — |
| Q2 2024 | 2 | — | 198.24K | $9.39M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 7.76M | +35.4% | $374.19M | 0.0% | ▲ Add | 5 | SEC ↗ ×4 |
| 2 | State Of Wisconsin Investment Board | 5.55M | +2.5% | $267.77M | 0.5% | ▲ Add | 3 | SEC ↗ |
| 3 | Charles Schwab Investment… | 2.63M | +2.2% | $126.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.42M | +5.8% | $116.84M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 5 | Jones Financial Companies Lllp | 2.06M | +16.7% | $99.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 6 | Mariner, LLC | 1.41M | +6.7% | $68.00M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 1.12M | +20.1% | $54.02M | 0.0% | ▲ Add | 4 | SEC ↗ ×2 |
| 8 | UBS Group AG | 984.00K | +4.5% | $47.48M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 9 | JPMorgan Chase ✦ | 967.74K | -1.9% | $46.74M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 10 | Bank Of America Corp /De/ | 941.48K | +2.3% | $45.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 11 | LPL Financial LLC | 852.55K | -3.8% | $41.14M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 711.80K | +3.9% | $34.34M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 13 | Ameriprise Financial Inc | 674.03K | -7.5% | $32.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 14 | Envestnet Asset Management Inc | 609.93K | +9.4% | $29.43M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 15 | Royal Bank Of Canada | 543.04K | +3.5% | $26.20M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 16 | Bank of New York Mellon Corp | 443.09K | +0.7% | $21.38M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 17 | Commonwealth Equity Services, Llc | 294.77K | +114.2% | $14.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 18 | Mml Investors Services, Llc | 228.65K | +38.0% | $11.03M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 19 | Goldman Sachs Group ✦ | 213.39K | -45.4% | $10.30M | 0.0% | ▼ Trim | 4 | SEC ↗ ×2 |
| 20 | Cetera Investment Advisers | 178.54K | -1.8% | $8.61M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 21 | Osaic Holdings, Inc. | 176.90K | -5.9% | $8.54M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 22 | Creative Planning | 143.80K | -2.6% | $6.94M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 23 | 1832 Asset Management L.P. | 126.12K | +19.5% | $6.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Wealth Enhancement Advisory… | 111.01K | +34.1% | $5.33M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 25 | HighTower Advisors, LLC | 93.34K | -11.3% | $4.50M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 26 | Bank Of Montreal /Can/ | 84.64K | +18.2% | $4.08M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | Mercer Global Advisors Inc /Adv | 77.27K | +61.1% | $3.73M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Pnc Financial Services Group, Inc. | 49.58K | -8.8% | $2.39M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Focus Partners Wealth | 39.82K | +5.3% | $1.92M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 30 | National Bank Of Canada /Fi/ | 36.97K | -2.3% | $1.78M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 31 | Baird Financial Group, Inc. | 30.02K | +3.7% | $1.45M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 32 | Wealthfront Advisers LLC | 26.84K | -2.5% | $1.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Stifel Financial Corp | 19.79K | -11.0% | $954,873 | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 34 | Northwestern Mutual Wealth… | 18.45K | +11.5% | $890,483 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Us Bancorp \De\ | 17.39K | +2.7% | $839,019 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 36 | TD Waterhouse Canada Inc. | 17.30K | -12.4% | $831,140 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 37 | Susquehanna International Group, Llp | 15.62K | -95.8% | $753,472 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Lido Advisors, LLC | 14.95K | New | $721,482 | 0.0% | New | 1 | SEC ↗ |
| 39 | Captrust Financial Advisors | 12.40K | -4.4% | $598,092 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Blair William & Co/Il | 11.07K | +1.0% | $534,211 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Corient Private Wealth LP | 9.66K | +0.3% | $465,937 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 42 | Fifth Third Bancorp | 8.63K | +0.4% | $416,398 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Truist Financial Corp | 7.99K | -22.2% | $385,502 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Jane Street Group, Llc | 7.44K | -95.3% | $358,932 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 6.25K | +9.7% | $301,456 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Assetmark, Inc | 3.34K | -3.5% | $161,203 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 2.43K | -57.4% | $117,395 | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 48 | Franklin Resources Inc | 994 | +72.9% | $47,961 | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 49 | Citigroup Inc | 72 | -79.6% | $3,474 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 50 | Bnp Paribas Financial Markets | 42 | -69.8% | $2,026 | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 7 | +250.0% | $338 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Lido Advisors, LLC | $721,482 | 0.0% |
Exited
| Citadel Advisors | $20.03M | was 0.0% |
| Financial Engines Advisors… | $201,691 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 389 holders, 68.85M shares, $2.72B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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