Security record · archived quarter
ISTB
iShares Core 1-5 Year USD Bond ETF · Financial Services · Asset Management
51Tracked holders
0Δ holders
27.88MShares held
$1.36BReported value
+0New positions
−0Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow -5.8% · net new positions 0.0% — formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
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 · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 5.53M | -15.3% | $269.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 2 | State Of Wisconsin Investment Board | 5.31M | — | $258.99M | 0.6% | n/c | 1 | SEC ↗ |
| 3 | Charles Schwab Investment… | 2.35M | — | $114.33M | 0.0% | n/c | 1 | SEC ↗ |
| 4 | Raymond James Financial Inc | 2.22M | — | $108.39M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 5 | Jones Financial Companies Lllp | 1.43M | — | $69.74M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Mariner, LLC | 1.28M | — | $62.62M | 0.1% | n/c | 1 | SEC ↗ |
| 7 | JPMorgan Chase ✦ | 1.07M | -37.7% | $52.22M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 8 | Bank Of America Corp /De/ | 997.60K | — | $48.63M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 9 | UBS Group AG | 945.04K | — | $46.07M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 10 | LPL Financial LLC | 866.20K | — | $42.23M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | Morgan Stanley ✦ | 859.14K | +8.2% | $41.88M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 12 | Ameriprise Financial Inc | 706.01K | — | $34.42M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 13 | Wells Fargo & Company/Mn | 670.14K | — | $32.67M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 14 | Goldman Sachs Group ✦ | 550.84K | +19.7% | $26.85M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 15 | Royal Bank Of Canada | 531.16K | — | $25.89M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 16 | Envestnet Asset Management Inc | 513.60K | — | $25.04M | 0.0% | n/c | 1 | SEC ↗ |
| 17 | Bank of New York Mellon Corp | 385.97K | — | $18.82M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 18 | Mml Investors Services, Llc | 188.01K | — | $9.17M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Cetera Investment Advisers | 178.65K | — | $8.71M | 0.0% | n/c | 1 | SEC ↗ |
| 20 | Osaic Holdings, Inc. | 172.41K | — | $8.41M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 21 | Creative Planning | 158.94K | — | $7.75M | 0.0% | n/c | 1 | SEC ↗ |
| 22 | Commonwealth Equity Services, Llc | 143.63K | — | $7.00M | 0.0% | n/c | 1 | SEC ↗ |
| 23 | HighTower Advisors, LLC | 116.34K | — | $5.67M | 0.0% | n/c | 1 | SEC ↗ |
| 24 | 1832 Asset Management L.P. | 98.27K | — | $4.79M | 0.0% | n/c | 1 | SEC ↗ |
| 25 | Bank Of Montreal /Can/ | 93.35K | — | $4.55M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 26 | Wealth Enhancement Advisory… | 52.49K | — | $2.56M | 0.0% | n/c | 1 | SEC ↗ |
| 27 | Pnc Financial Services Group, Inc. | 52.22K | — | $2.55M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 28 | Mercer Global Advisors Inc /Adv | 42.75K | — | $2.08M | 0.0% | n/c | 1 | SEC ↗ |
| 29 | Renaissance Technologies ✦ | 41.80K | -84.7% | $2.04M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 30 | Citadel Advisors ✦ | 38.94K | +48.9% | $1.90M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 31 | National Bank Of Canada /Fi/ | 37.94K | — | $1.85M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Focus Partners Wealth | 37.63K | — | $1.83M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Baird Financial Group, Inc. | 28.02K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 34 | Stifel Financial Corp | 21.53K | — | $1.05M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 35 | Wealthfront Advisers LLC | 19.20K | — | $936,098 | 0.0% | n/c | 1 | SEC ↗ |
| 36 | TD Waterhouse Canada Inc. | 19.01K | — | $926,933 | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Jane Street Group, Llc | 17.69K | — | $862,534 | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Northwestern Mutual Wealth… | 15.72K | — | $766,377 | 0.0% | n/c | 1 | SEC ↗ |
| 39 | Us Bancorp \De\ | 13.66K | — | $665,974 | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Captrust Financial Advisors | 13.00K | — | $633,645 | 0.0% | n/c | 1 | SEC ↗ |
| 41 | Cwm, Llc | 11.63K | — | $567,000 | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Truist Financial Corp | 11.59K | — | $564,895 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Blair William & Co/Il | 11.33K | — | $552,178 | 0.0% | n/c | 1 | SEC ↗ |
| 44 | Cerity Partners LLC | 7.33K | — | $357,289 | 0.0% | n/c | 1 | SEC ↗ |
| 45 | Rockefeller Capital Management L.P. | 7.24K | — | $352,831 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Assetmark, Inc | 4.11K | — | $200,119 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fidelity (FMR) ✦ | 2.80K | -1.0% | $136,350 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 48 | Deutsche Bank Ag\ | 1.55K | — | $75,416 | 0.0% | n/c | 1 | SEC ↗ |
| 49 | Franklin Resources Inc | 575 | — | $28,031 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Citigroup Inc | 271 | — | $13,211 | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Russell Investments Group, Ltd. | 2 | — | $98 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| No tracked exits this quarter. |
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: Q4 2025 ·
Methodology ·
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