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Security record · archived quarter

ISTB

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

48.11 0.0% mkt cap $5.06B quote delayed (FMP) · as of Aug 26 22:08 UTC — separate from filing data below

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024
53Tracked holders
+2Δ holders
29.60MShares held
$1.43BReported value
+5New positions
−3Exits
Rising Conviction score 60/100 5 quarters of rising tracked shares ●●●●● How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth +3.9% · share flow +6.2% · net new positions +3.8%formula
Broad accumulation — rising shares across more holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026

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 · Q1 2026
#ManagerSharesΔ sharesValueTheir weightHeld
1 BlackRock (passive) 5.73M +3.6% $277.58M 0.0% ▲ Add 4 SEC ↗
2 BlackRock (passive) 5.73M +3.6% $277.58M 0.0% ▲ Add 4 SEC ↗
3 BlackRock (passive) 5.73M +3.6% $277.58M 0.0% ▲ Add 4 SEC ↗
4 BlackRock (passive) 5.73M +3.6% $277.58M 0.0% ▲ Add 4 SEC ↗
5 State Of Wisconsin Investment Board 5.42M +1.9% $262.41M 0.6% ▲ Add 2 SEC ↗
6 Charles Schwab Investment… 2.57M +9.5% $124.49M 0.0% ▲ Add 2 SEC ↗
7 Raymond James Financial Inc 2.29M +3.0% $110.96M 0.0% ▲ Add 2 SEC ↗
8 Raymond James Financial Inc 2.29M +3.0% $110.96M 0.0% ▲ Add 2 SEC ↗
9 Raymond James Financial Inc 2.29M +3.0% $110.96M 0.0% ▲ Add 2 SEC ↗
10 Jones Financial Companies Lllp 1.76M +23.2% $85.09M 0.0% ▲ Add 2 SEC ↗
11 Mariner, LLC 1.32M +2.8% $64.00M 0.1% ▲ Add 2 SEC ↗
12 JPMorgan Chase 986.85K -7.9% $47.72M 0.0% ▼ Trim 3 SEC ↗
13 JPMorgan Chase 986.85K -7.9% $47.72M 0.0% ▼ Trim 3 SEC ↗
14 JPMorgan Chase 986.85K -7.9% $47.72M 0.0% ▼ Trim 3 SEC ↗
15 JPMorgan Chase 986.85K -7.9% $47.72M 0.0% ▼ Trim 3 SEC ↗
16 JPMorgan Chase 986.85K -7.9% $47.72M 0.0% ▼ Trim 3 SEC ↗
17 UBS Group AG 941.36K -0.4% $45.62M 0.0% ▼ Trim 2 SEC ↗
18 Morgan Stanley 932.56K +8.6% $45.19M 0.0% ▲ Add 3 SEC ↗
19 Morgan Stanley 932.56K +8.6% $45.19M 0.0% ▲ Add 3 SEC ↗
20 Bank Of America Corp /De/ 920.69K -7.7% $44.62M 0.0% ▼ Trim 2 SEC ↗
21 Bank Of America Corp /De/ 920.69K -7.7% $44.62M 0.0% ▼ Trim 2 SEC ↗
22 LPL Financial LLC 886.12K +2.3% $42.94M 0.0% ▲ Add 2 SEC ↗
23 Ameriprise Financial Inc 729.04K +3.3% $35.40M 0.0% ▲ Add 2 SEC ↗
24 Ameriprise Financial Inc 729.04K +3.3% $35.40M 0.0% ▲ Add 2 SEC ↗
25 Wells Fargo & Company/Mn 684.94K +2.2% $33.19M 0.0% ▲ Add 2 SEC ↗
26 Wells Fargo & Company/Mn 684.94K +2.2% $33.19M 0.0% ▲ Add 2 SEC ↗
27 Envestnet Asset Management Inc 557.46K +8.5% $27.01M 0.0% ▲ Add 2 SEC ↗
28 Royal Bank Of Canada 524.96K -1.2% $25.44M 0.0% ▼ Trim 2 SEC ↗
29 Royal Bank Of Canada 524.96K -1.2% $25.44M 0.0% ▼ Trim 2 SEC ↗
30 Royal Bank Of Canada 524.96K -1.2% $25.44M 0.0% ▼ Trim 2 SEC ↗
31 Royal Bank Of Canada 524.96K -1.2% $25.44M 0.0% ▼ Trim 2 SEC ↗
32 Royal Bank Of Canada 524.96K -1.2% $25.44M 0.0% ▼ Trim 2 SEC ↗
33 Royal Bank Of Canada 524.96K -1.2% $25.44M 0.0% ▼ Trim 2 SEC ↗
34 Bank of New York Mellon Corp 439.89K +14.0% $21.32M 0.0% ▲ Add 2 SEC ↗
35 Bank of New York Mellon Corp 439.89K +14.0% $21.32M 0.0% ▲ Add 2 SEC ↗
36 Citadel Advisors 413.26K +961.4% $20.03M 0.0% ▲ Add 5 SEC ↗
37 Goldman Sachs Group 390.44K -29.1% $18.92M 0.0% ▼ Trim 3 SEC ↗
38 Goldman Sachs Group 390.44K -29.1% $18.92M 0.0% ▼ Trim 3 SEC ↗
39 Susquehanna International Group, Llp 371.38K New $18.00M 0.0% New 1 SEC ↗
40 Osaic Holdings, Inc. 188.02K +9.1% $9.11M 0.0% ▲ Add 2 SEC ↗
41 Osaic Holdings, Inc. 188.02K +9.1% $9.11M 0.0% ▲ Add 2 SEC ↗
42 Osaic Holdings, Inc. 188.02K +9.1% $9.11M 0.0% ▲ Add 2 SEC ↗
43 Cetera Investment Advisers 181.76K +1.7% $8.81M 0.0% ▲ Add 2 SEC ↗
44 Mml Investors Services, Llc 165.67K -11.9% $8.03M 0.0% ▼ Trim 2 SEC ↗
45 Jane Street Group, Llc 156.94K +787.0% $7.61M 0.0% ▲ Add 2 SEC ↗
46 Creative Planning 147.65K -7.1% $7.16M 0.0% ▼ Trim 2 SEC ↗
47 Commonwealth Equity Services, Llc 137.65K -4.2% $6.67M 0.0% ▼ Trim 2 SEC ↗
48 1832 Asset Management L.P. 105.55K +7.4% $5.12M 0.0% ▲ Add 2 SEC ↗
49 HighTower Advisors, LLC 105.20K -9.6% $5.10M 0.0% ▼ Trim 2 SEC ↗
50 Wealth Enhancement Advisory… 82.80K +57.7% $4.00M 0.0% ▲ Add 2 SEC ↗
51 Bank Of Montreal /Can/ 71.62K -23.3% $3.47M 0.0% ▼ Trim 2 SEC ↗
52 Bank Of Montreal /Can/ 71.62K -23.3% $3.47M 0.0% ▼ Trim 2 SEC ↗
53 Bank Of Montreal /Can/ 71.62K -23.3% $3.47M 0.0% ▼ Trim 2 SEC ↗
54 Pnc Financial Services Group, Inc. 54.35K +4.1% $2.63M 0.0% ▲ Add 2 SEC ↗
55 Pnc Financial Services Group, Inc. 54.35K +4.1% $2.63M 0.0% ▲ Add 2 SEC ↗
56 Mercer Global Advisors Inc /Adv 47.97K +12.2% $2.32M 0.0% ▲ Add 2 SEC ↗
57 Focus Partners Wealth 37.82K +0.5% $1.83M 0.0% ▲ Add 2 SEC ↗
58 National Bank Of Canada /Fi/ 37.85K -0.2% $1.83M 0.0% ▼ Trim 2 SEC ↗
59 National Bank Of Canada /Fi/ 37.85K -0.2% $1.83M 0.0% ▼ Trim 2 SEC ↗
60 Baird Financial Group, Inc. 28.94K +3.3% $1.40M 0.0% ▲ Add 2 SEC ↗
61 Baird Financial Group, Inc. 28.94K +3.3% $1.40M 0.0% ▲ Add 2 SEC ↗
62 Wealthfront Advisers LLC 27.53K +43.4% $1.33M 0.0% ▲ Add 2 SEC ↗
63 Stifel Financial Corp 22.25K +3.3% $1.08M 0.0% ▲ Add 2 SEC ↗
64 Stifel Financial Corp 22.25K +3.3% $1.08M 0.0% ▲ Add 2 SEC ↗
65 Stifel Financial Corp 22.25K +3.3% $1.08M 0.0% ▲ Add 2 SEC ↗
66 TD Waterhouse Canada Inc. 19.76K +3.9% $954,066 0.0% ▲ Add 2 SEC ↗
67 Us Bancorp \De\ 16.93K +23.9% $820,525 0.0% ▲ Add 2 SEC ↗
68 Us Bancorp \De\ 16.93K +23.9% $820,525 0.0% ▲ Add 2 SEC ↗
69 Northwestern Mutual Wealth… 16.55K +5.3% $802,047 0.0% ▲ Add 2 SEC ↗
70 Captrust Financial Advisors 12.97K -0.2% $628,401 0.0% ▼ Trim 2 SEC ↗
71 Cwm, Llc 11.46K -1.5% $555,352 0.0% ▼ Trim 2 SEC ↗
72 Blair William & Co/Il 10.96K -3.2% $531,157 0.0% ▼ Trim 2 SEC ↗
73 Truist Financial Corp 10.27K -11.3% $503,570 0.0% ▼ Trim 2 SEC ↗
74 Corient Private Wealth LP 9.62K New $466,300 0.0% New 1 SEC ↗
75 Fifth Third Bancorp 8.60K New $416,514 0.0% New 1 SEC ↗
76 Fidelity (FMR) 5.71K +104.1% $276,651 0.0% ▲ Add 4 SEC ↗
77 Rockefeller Capital Management L.P. 5.69K -21.3% $275,908 0.0% ▼ Trim 2 SEC ↗
78 Financial Engines Advisors L.L.C. 4.16K New $201,691 0.0% New 1 SEC ↗
79 Assetmark, Inc 3.46K -15.7% $167,769 0.0% ▼ Trim 2 SEC ↗
80 Franklin Resources Inc 575 0.0% $27,865 0.0% Held 2 SEC ↗
81 Citigroup Inc 353 +30.3% $17,106 0.0% ▲ Add 2 SEC ↗
82 Bnp Paribas Financial Markets 139 New $6,736 0.0% New 1 SEC ↗
83 Russell Investments Group, Ltd. 2 0.0% $97 0.0% Held 2 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.

New buyers

Susquehanna International… $18.00M 0.0%
Corient Private Wealth LP $466,300 0.0%
Fifth Third Bancorp $416,514 0.0%
Financial Engines Advisors… $201,691 0.0%
Bnp Paribas Financial Markets $6,736 0.0%

Exited

Renaissance Technologies $2.04M was 0.0%
Cerity Partners LLC $357,289 was 0.0%
Deutsche Bank Ag\ $75,416 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: Q1 2026 · Methodology · Get this via the API