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Security record · archived quarter

ISTB

iShares Core 1-5 Year USD Bond ETF · Financial Services · Asset Management

48.09 -0.1% mkt cap $5.06B quote delayed (FMP) · as of Aug 26 19:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
51Tracked holders
0Δ holders
27.88MShares held
$1.36BReported value
+0New positions
−0Exits
Falling Conviction score 49/100 4 quarters of rising tracked shares ●●●●○○ How these are computed → Explain this at the Research Desk →

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
QuarterHoldersΔSharesReported valueNewExits
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
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 5.53M -15.3% $269.57M 0.0% ▼ Trim 3 SEC ↗
2 BlackRock (passive) 5.53M -15.3% $269.57M 0.0% ▼ Trim 3 SEC ↗
3 BlackRock (passive) 5.53M -15.3% $269.57M 0.0% ▼ Trim 3 SEC ↗
4 BlackRock (passive) 5.53M -15.3% $269.57M 0.0% ▼ Trim 3 SEC ↗
5 State Of Wisconsin Investment Board 5.31M $258.99M 0.6% n/c 1 SEC ↗
6 Charles Schwab Investment… 2.35M $114.33M 0.0% n/c 1 SEC ↗
7 Raymond James Financial Inc 2.22M $108.39M 0.0% n/c 1 SEC ↗
8 Raymond James Financial Inc 2.22M $108.39M 0.0% n/c 1 SEC ↗
9 Raymond James Financial Inc 2.22M $108.39M 0.0% n/c 1 SEC ↗
10 Jones Financial Companies Lllp 1.43M $69.74M 0.0% n/c 1 SEC ↗
11 Mariner, LLC 1.28M $62.62M 0.1% n/c 1 SEC ↗
12 JPMorgan Chase 1.07M -37.7% $52.22M 0.0% ▼ Trim 2 SEC ↗
13 JPMorgan Chase 1.07M -37.7% $52.22M 0.0% ▼ Trim 2 SEC ↗
14 JPMorgan Chase 1.07M -37.7% $52.22M 0.0% ▼ Trim 2 SEC ↗
15 JPMorgan Chase 1.07M -37.7% $52.22M 0.0% ▼ Trim 2 SEC ↗
16 JPMorgan Chase 1.07M -37.7% $52.22M 0.0% ▼ Trim 2 SEC ↗
17 JPMorgan Chase 1.07M -37.7% $52.22M 0.0% ▼ Trim 2 SEC ↗
18 Bank Of America Corp /De/ 997.60K $48.63M 0.0% n/c 1 SEC ↗
19 Bank Of America Corp /De/ 997.60K $48.63M 0.0% n/c 1 SEC ↗
20 Bank Of America Corp /De/ 997.60K $48.63M 0.0% n/c 1 SEC ↗
21 UBS Group AG 945.04K $46.07M 0.0% n/c 1 SEC ↗
22 UBS Group AG 945.04K $46.07M 0.0% n/c 1 SEC ↗
23 LPL Financial LLC 866.20K $42.23M 0.0% n/c 1 SEC ↗
24 Morgan Stanley 859.14K +8.2% $41.88M 0.0% ▲ Add 2 SEC ↗
25 Morgan Stanley 859.14K +8.2% $41.88M 0.0% ▲ Add 2 SEC ↗
26 Ameriprise Financial Inc 706.01K $34.42M 0.0% n/c 1 SEC ↗
27 Ameriprise Financial Inc 706.01K $34.42M 0.0% n/c 1 SEC ↗
28 Wells Fargo & Company/Mn 670.14K $32.67M 0.0% n/c 1 SEC ↗
29 Wells Fargo & Company/Mn 670.14K $32.67M 0.0% n/c 1 SEC ↗
30 Goldman Sachs Group 550.84K +19.7% $26.85M 0.0% ▲ Add 2 SEC ↗
31 Goldman Sachs Group 550.84K +19.7% $26.85M 0.0% ▲ Add 2 SEC ↗
32 Royal Bank Of Canada 531.16K $25.89M 0.0% n/c 1 SEC ↗
33 Royal Bank Of Canada 531.16K $25.89M 0.0% n/c 1 SEC ↗
34 Royal Bank Of Canada 531.16K $25.89M 0.0% n/c 1 SEC ↗
35 Royal Bank Of Canada 531.16K $25.89M 0.0% n/c 1 SEC ↗
36 Royal Bank Of Canada 531.16K $25.89M 0.0% n/c 1 SEC ↗
37 Envestnet Asset Management Inc 513.60K $25.04M 0.0% n/c 1 SEC ↗
38 Bank of New York Mellon Corp 385.97K $18.82M 0.0% n/c 1 SEC ↗
39 Bank of New York Mellon Corp 385.97K $18.82M 0.0% n/c 1 SEC ↗
40 Mml Investors Services, Llc 188.01K $9.17M 0.0% n/c 1 SEC ↗
41 Cetera Investment Advisers 178.65K $8.71M 0.0% n/c 1 SEC ↗
42 Osaic Holdings, Inc. 172.41K $8.41M 0.0% n/c 1 SEC ↗
43 Osaic Holdings, Inc. 172.41K $8.41M 0.0% n/c 1 SEC ↗
44 Osaic Holdings, Inc. 172.41K $8.41M 0.0% n/c 1 SEC ↗
45 Osaic Holdings, Inc. 172.41K $8.41M 0.0% n/c 1 SEC ↗
46 Creative Planning 158.94K $7.75M 0.0% n/c 1 SEC ↗
47 Commonwealth Equity Services, Llc 143.63K $7.00M 0.0% n/c 1 SEC ↗
48 HighTower Advisors, LLC 116.34K $5.67M 0.0% n/c 1 SEC ↗
49 1832 Asset Management L.P. 98.27K $4.79M 0.0% n/c 1 SEC ↗
50 Bank Of Montreal /Can/ 93.35K $4.55M 0.0% n/c 1 SEC ↗
51 Bank Of Montreal /Can/ 93.35K $4.55M 0.0% n/c 1 SEC ↗
52 Bank Of Montreal /Can/ 93.35K $4.55M 0.0% n/c 1 SEC ↗
53 Wealth Enhancement Advisory… 52.49K $2.56M 0.0% n/c 1 SEC ↗
54 Pnc Financial Services Group, Inc. 52.22K $2.55M 0.0% n/c 1 SEC ↗
55 Pnc Financial Services Group, Inc. 52.22K $2.55M 0.0% n/c 1 SEC ↗
56 Mercer Global Advisors Inc /Adv 42.75K $2.08M 0.0% n/c 1 SEC ↗
57 Renaissance Technologies 41.80K -84.7% $2.04M 0.0% ▼ Trim 7 SEC ↗
58 Citadel Advisors 38.94K +48.9% $1.90M 0.0% ▲ Add 4 SEC ↗
59 National Bank Of Canada /Fi/ 37.94K $1.85M 0.0% n/c 1 SEC ↗
60 National Bank Of Canada /Fi/ 37.94K $1.85M 0.0% n/c 1 SEC ↗
61 Focus Partners Wealth 37.63K $1.83M 0.0% n/c 1 SEC ↗
62 Baird Financial Group, Inc. 28.02K $1.37M 0.0% n/c 1 SEC ↗
63 Baird Financial Group, Inc. 28.02K $1.37M 0.0% n/c 1 SEC ↗
64 Stifel Financial Corp 21.53K $1.05M 0.0% n/c 1 SEC ↗
65 Stifel Financial Corp 21.53K $1.05M 0.0% n/c 1 SEC ↗
66 Stifel Financial Corp 21.53K $1.05M 0.0% n/c 1 SEC ↗
67 Wealthfront Advisers LLC 19.20K $936,098 0.0% n/c 1 SEC ↗
68 TD Waterhouse Canada Inc. 19.01K $926,933 0.0% n/c 1 SEC ↗
69 Jane Street Group, Llc 17.69K $862,534 0.0% n/c 1 SEC ↗
70 Northwestern Mutual Wealth… 15.72K $766,377 0.0% n/c 1 SEC ↗
71 Us Bancorp \De\ 13.66K $665,974 0.0% n/c 1 SEC ↗
72 Captrust Financial Advisors 13.00K $633,645 0.0% n/c 1 SEC ↗
73 Cwm, Llc 11.63K $567,000 0.0% n/c 1 SEC ↗
74 Truist Financial Corp 11.59K $564,895 0.0% n/c 1 SEC ↗
75 Blair William & Co/Il 11.33K $552,178 0.0% n/c 1 SEC ↗
76 Cerity Partners LLC 7.33K $357,289 0.0% n/c 1 SEC ↗
77 Rockefeller Capital Management L.P. 7.24K $352,831 0.0% n/c 1 SEC ↗
78 Assetmark, Inc 4.11K $200,119 0.0% n/c 1 SEC ↗
79 Fidelity (FMR) 2.80K -1.0% $136,350 0.0% ▼ Trim 3 SEC ↗
80 Deutsche Bank Ag\ 1.55K $75,416 0.0% n/c 1 SEC ↗
81 Franklin Resources Inc 575 $28,031 0.0% n/c 1 SEC ↗
82 Citigroup Inc 271 $13,211 0.0% n/c 1 SEC ↗
83 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 · Get this via the API