ISHARES TR ISTB
CORE 1 5 YR USD · ETP · CUSIP 46432F859
381
institutional holders
70.9m
shares reported held*
$3.1bnreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($5.3m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $43.29.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock Portfolio Management LLC 13G · institution +1.8 pts · filed 2026-10-27 | 8.8% |
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Acorns Advisers, LLC 5.61% of their portfolio | 6.8m $311.5m | — |
| CFS Investment Advisory Services, LLC 1.13% of their portfolio | 4.9m $4.9m | — |
| STATE OF WISCONSIN INVESTMENT BOARD 0.67% of their portfolio | 4.5m $209.5m | — |
| AMERIPRISE FINANCIAL INC 0.07% of their portfolio | 4.0m $181.1m | — |
| BANK OF AMERICA CORP /DE/ 0.02% of their portfolio | 2.7m $126.6m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.04% of their portfolio | 2.5m $113.5m | — |
| UBS Group AG 0.06% of their portfolio | 2.4m $110.3m | — |
| MORGAN STANLEY 0.01% of their portfolio | 1.9m $88.5m | — |
| BlackRock Inc. 0.00% of their portfolio | 1.9m $86.3m | — |
| RAYMOND JAMES & ASSOCIATES 0.09% of their portfolio | 1.8m $85.0m | — |
| Mariner, LLC 0.32% of their portfolio | 1.7m $79.5m | — |
| Thrivent Financial for Lutherans 0.20% of their portfolio | 1.6m $72.8m | — |
| Klaas Financial Asset Advisors, LLC 13.83% of their portfolio | 1.2m $54.4m | — |
| FAS Wealth Partners, Inc. 5.48% of their portfolio | 1.1m $49.4m | — |
| WELLS FARGO & COMPANY/MN 0.02% of their portfolio | 1.0m $47.8m | — |
| Raymond James Financial Services Advisors, Inc. 0.10% of their portfolio | 941.8k $43.4m | — |
| JONES FINANCIAL COMPANIES LLLP 0.07% of their portfolio | 866.5k $39.9m | — |
| Newman & Schimel, LLC 19.18% of their portfolio | 842.6k $38.8m | — |
| JANE STREET GROUP, LLC 0.07% of their portfolio | 796.5k $36.7m | — |
| NewEdge Advisors, LLC 0.60% of their portfolio | 786.4k $36.3m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.02% of their portfolio | 738.4k $34.0m | — |
| HighTower Advisors, LLC 0.09% of their portfolio | 736.1k $33.9m | — |
| Symmetry Partners, LLC 2.16% of their portfolio | 696.3k $32.1m | — |
| OSAIC HOLDINGS, INC. 0.07% of their portfolio | 666.9k $30.7m | — |
| CAPITAL INSIGHT PARTNERS, LLC 8.21% of their portfolio | 661.3k $30.5m | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC 0.28% of their portfolio | 608.7k $28.1m | — |
| Prosperity Planning, Inc. 12.74% of their portfolio | 529.3k $24.4m | — |
| LPL Financial LLC 0.02% of their portfolio | 515.8k $23.8m | — |
| CAHABA WEALTH MANAGEMENT, INC. 3.24% of their portfolio | 508.6k $23.4m | — |
| Destination Wealth Management 0.97% of their portfolio | 499.2k $23.0m | — |
| PHILLIPS FINANCIAL MANAGEMENT, LLC 2.34% of their portfolio | 460.5k $21.2m | — |
| Courage Miller Partners, LLC 10.60% of their portfolio | 456.2k $21.0m | — |
| Divergent Wealth Advisors 5.38% of their portfolio | 431.7k $19.9m | — |
| Geneos Wealth Management Inc. 1.36% of their portfolio | 428.9k $19.8m | — |
| MARYLAND CAPITAL ADVISORS INC. 19.96% of their portfolio | 412.5k $19.0m | — |
| Onyx Bridge Wealth Group LLC 8.63% of their portfolio | 411.9k $18.9m | — |
| Opal Wealth Advisors, LLC 13.75% of their portfolio | 408.7k $18.8m | — |
| AE Wealth Management LLC 0.15% of their portfolio | 402.9k $18.6m | — |
| ROYAL BANK OF CANADA 0.01% of their portfolio | 397.5k $18.3m | — |
| MEEDER ASSET MANAGEMENT INC 1.05% of their portfolio | 393.9k $18.2m | — |
| CIM, LLC 3.38% of their portfolio | 350.1k $16.0m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 330.1k $15.2m | — |
| Old North State Trust, LLC 12.99% of their portfolio | 326.2k $15.0m | — |
| Creative Planning 0.03% of their portfolio | 324.8k $15.0m | — |
| Steward Partners Investment Advisory, LLC 0.28% of their portfolio | 320.9k $14.8m | — |
| HARBOUR INVESTMENTS, INC. 0.90% of their portfolio | 280.9k $13.3m | — |
| Buttonwood Financial Advisors Inc. 11.47% of their portfolio | 277.7k $12.7m | — |
| Cannon Financial Strategists, Inc. 4.83% of their portfolio | 266.3k $12.3m | — |
| Cambridge Investment Research Advisors, Inc. 0.07% of their portfolio | 261.5k $12.1m | — |
| Fiduciary Group, LLC 1.53% of their portfolio | 255.2k $11.8m | — |
| MBL Wealth, LLC 2.52% of their portfolio | 253.6k $11.7m | — |
| PITTENGER & ANDERSON INC 0.70% of their portfolio | 251.0k $11.6m | — |
| Composition Wealth, LLC 0.53% of their portfolio | 247.3k $11.4m | — |
| Omega Financial Group, LLC 5.72% of their portfolio | 239.9k $11.1m | — |
| Sigma Planning Corp 0.41% of their portfolio | 233.9k $10.8m | — |
| Boyd Wealth Management, LLC 8.54% of their portfolio | 231.6k $10.7m | — |
| LWS Wealth Advisors, Inc. 4.07% of their portfolio | 230.7k $10.6m | — |
| ARKANSAS FINANCIAL GROUP, INC. 2.52% of their portfolio | 229.7k $10.6m | — |
| Financial Synergies Wealth Advisors, Inc. 1.79% of their portfolio | 226.4k $10.4m | — |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 225.0k $10.4m | — |
| Private Advisor Group, LLC 0.12% of their portfolio | 224.0k $10.3m | — |
| Cranbrook Wealth Management, LLC 2.66% of their portfolio | 223.1k $10.3m | — |
| PNC Financial Services Group, Inc. 0.01% of their portfolio | 200.8k $9.3m | — |
| Wealth Dimensions Group, Ltd. 4.47% of their portfolio | 195.9k $9.0m | — |
| Cerity Partners LLC 0.11% of their portfolio | 195.8k $9.0m | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio | 193.3k $8.9m | — |
| Carl P. Sherr & Co., LLC 6.74% of their portfolio | 183.2k $8.4m | — |
| TRUIST FINANCIAL CORP 0.01% of their portfolio | 168.7k $7.8m | — |
| BerganKDV Wealth Management, LLC 0.91% of their portfolio | 165.7k $7.6m | — |
| Beacon Pointe Advisors, LLC 0.17% of their portfolio | 165.6k $7.6m | — |
| Windsor Wealth Management, Inc. 1.88% of their portfolio | 163.7k $7.5m | — |
| Baird Financial Group, Inc. 0.02% of their portfolio | 161.4k $7.4m | — |
| BANK OF MONTREAL /CAN/ 0.00% of their portfolio | 161.2k $7.5m | — |
| Pinnacle Wealth Management Group, Inc. 6.36% of their portfolio | 156.5k $7.2m | — |
| MML INVESTORS SERVICES, LLC 0.05% of their portfolio | 154.6k $7.1m | — |
| Lutz Financial Services LLC 0.96% of their portfolio | 151.7k $7.0m | — |
| COREPATH WEALTH PARTNERS LLC 4.66% of their portfolio | 136.8k $6.3m | — |
| Providence First Trust Co 3.80% of their portfolio | 135.2k $6.2m | — |
| Avantax Planning Partners, Inc. 0.28% of their portfolio | 135.1k $6.2m | — |
| Smithfield Trust Co 0.44% of their portfolio | 132.5k $6.1m | — |
| Summit Global Investments 0.56% of their portfolio | 132.1k $6.1m | — |
| AdvisorNet Financial, Inc 0.60% of their portfolio | 129.1k $6.0m | — |
| FOUNDERS FINANCIAL SECURITIES LLC 1.04% of their portfolio | 127.0k $5.9m | — |
| Horizon Investments, LLC 0.18% of their portfolio | 126.1k $5.8m | — |
| Crestwood Advisors Group, LLC 0.20% of their portfolio | 120.5k $5.6m | — |
| Allworth Financial LP 0.07% of their portfolio | 118.9k $5.5m | — |
| BCGM Wealth Management, LLC 2.70% of their portfolio | 117.9k $5.4m | — |
| Stone House Investment Management, LLC 2.45% of their portfolio | 114.4k $5.3m | — |
| ACORN FINANCIAL ADVISORY SERVICES INC /ADV 1.24% of their portfolio | 113.1k $5.2m | — |
| STERLING INVESTMENT ADVISORS LLC /ADV 3.86% of their portfolio | 111.8k $5.2m | — |
| MATHER GROUP, LLC. 0.11% of their portfolio | 111.1k $5.1m | — |
| McKinley Carter Wealth Services, Inc. 0.48% of their portfolio | 110.8k $5.1m | — |
| Opus Capital Group, LLC 1.10% of their portfolio | 110.4k $5.1m | — |
| NorthLanding Financial Partners, LLC 3.88% of their portfolio | 106.5k $4.9m | — |
| Orion Porfolio Solutions, LLC 0.10% of their portfolio | 106.3k $4.9m | — |
| Advisor OS, LLC 1.47% of their portfolio | 106.1k $4.9m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.03% of their portfolio | 101.8k $4.7m | — |
| Equitable Holdings, Inc. 0.09% of their portfolio | 98.2k $4.5m | — |
| BLUESTEM FINANCIAL ADVISORS, LLC 3.10% of their portfolio | 95.0k $4.4m | — |
| FinTrust Capital Advisors, LLC 1.11% of their portfolio | 93.9k $4.3m | — |