Vault-13

ISHARES TR ISTB

CORE 1 5 YR USD · ETP · CUSIP 46432F859

389 institutional holders -3 vs Q1 2025
62,617,14462.6m shares reported held*
$3.1bnreported value*
24 new 166 added 126 reduced 25 sold out net bought ≈ $72.7m (+1.5m shares)

* 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. Holder counts are more reliable. Implied quarter-end price ≈ $49.34. Options: 1 managers hold calls ($253.0k notional), 0 hold puts (—).

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0200400Q3 22: 381Q4 22: 393Q1 23: 390Q2 23: 392Q3 23: 366Q4 23: 387Q1 24: 382Q2 24: 374Q3 24: 364Q4 24: 387Q1 25: 392Q2 25: 389389Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022381
Q4 2022393
Q1 2023390
Q2 2023392
Q3 2023366
Q4 2023387
Q1 2024382
Q2 2024374
Q3 2024364
Q4 2024387
Q1 2025392
Q2 2025389

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
4000400Q3 23: 138 bought or addedQ3 23: 201 cut or sold outQ4 23: 156 bought or addedQ4 23: 201 cut or sold outQ4 23Q1 24: 173 bought or addedQ1 24: 178 cut or sold outQ2 24: 167 bought or addedQ2 24: 180 cut or sold outQ2 24Q3 24: 174 bought or addedQ3 24: 160 cut or sold outQ4 24: 194 bought or addedQ4 24: 141 cut or sold outQ4 24Q1 25: 194 bought or addedQ1 25: 158 cut or sold outQ2 25: 190 bought or addedQ2 25: 151 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023138201
Q4 2023156201
Q1 2024173178
Q2 2024167180
Q3 2024174160
Q4 2024194141
Q1 2025194158
Q2 2025190151

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$100k$200k$300kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $0Q1 25 puts: $4.8kQ1 25P/C —Q2 25 calls: $253.0kQ2 25 puts: $0Q2 25P/C 0.00
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$0$4.8k—
Q2 2025$253.0k$00.00

Biggest buyers

BlackRock, Inc. Added +1,504,125+1.5m
LPL Financial LLC Added +352,556+352.6k
ROYAL BANK OF CANADA Added +192,439+192.4k
AMERIPRISE FINANCIAL INC Added +192,418+192.4k
JPMORGAN CHASE & CO Added +181,524+181.5k
JONES FINANCIAL COMPANIES LLLP Added +154,085+154.1k
Apella Capital, LLC Added +149,948+149.9k
MARYLAND CAPITAL ADVISORS INC. Added +144,820+144.8k
Onyx Bridge Wealth Group LLC Added +122,433+122.4k
Estate Counselors, LLC New +104,630+104.6k

Biggest sellers

Acorns Advisers, LLC Reduced -723,895-723.9k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Reduced -584,289-584.3k
Geneos Wealth Management Inc. Reduced -480,302-480.3k
Thrivent Financial for Lutherans Sold out -239,840-239.8k
TRUST POINT INC. Reduced -128,962-129.0k
RENAISSANCE TECHNOLOGIES LLC Reduced -121,900-121.9k
BANK OF MONTREAL /CAN/ Reduced -107,259-107.3k
Legacy Private Trust Co. Sold out -75,126-75.1k
PLANWISER FINANCIAL, LLC Sold out -56,248-56.2k
SPINNAKER TRUST Reduced -39,982-40.0k

Biggest calls

CITADEL ADVISORS LLC New $253.0k5.2k shares

Biggest puts

None

Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.

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.

HolderStakeChangeShares Last filed
BlackRock Portfolio Management LLC 13G · institution +1.8 pts · filed 2026-10-27 8.8% +1.8 pts 9.5m≈ $458.6m 2026-10-27

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Acorns Advisers, LLC 4.26% of their portfolio IRVINE, CA 10,198,99810.2m $496.2m $496.2m 4.26% Reduced -723.9k -723,895
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 7,012,2137.0m $341.1m $341.1m 0.01% Added +1.5m +1,504,125
3 STATE OF WISCONSIN INVESTMENT BOARD 0.61% of their portfolio MADISON, WI 5,128,6255.1m $249.5m $249.5m 0.61% Added +82.7k +82,700
4 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 2,400,4722.4m $116.8m $116.8m 0.02% Reduced -584.3k -584,289
5 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 1,995,3872.0m $97.1m $97.1m 0.03% Reduced -1.5k -1,475
6 TRUST POINT INC. 7.75% of their portfolio LA CROSSE, WI 1,688,6011.7m $82.2m $82.2m 7.75% Reduced -129.0k -128,962
7 SPINNAKER TRUST 3.92% of their portfolio PORTLAND, ME 1,338,3481.3m $65.1m $65.1m 3.92% Reduced -40.0k -39,982
8 Mariner, LLC 0.08% of their portfolio Overland Park, KS 1,156,5711.2m $56.3m $56.3m 0.08% Added +22.6k +22,637
9 Townsend & Associates, Inc 5.34% of their portfolio WESTMINSTER, CO 1,110,5261.1m $53.9m $53.9m 5.34% Added +17.4k +17,378
10 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 1,044,4601.0m $50.8m $50.8m 0.00% Added +192.4k +192,439
11 LPL Financial LLC 0.02% of their portfolio FORT MILL, SC 1,024,4721.0m $49.8m $49.8m 0.02% Added +352.6k +352,556
12 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 983,656983.7k $47.8m $47.8m 0.04% Added +154.1k +154,085
13 CAHABA WEALTH MANAGEMENT, INC. 3.60% of their portfolio Atlanta, GA 951,285951.3k $46.3m $46.3m 3.60% Reduced -14.5k -14,474
14 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 930,891930.9k $45.3m $45.3m 0.00% Added +181.5k +181,524
15 UBS Group AG 0.01% of their portfolio ZURICH, V8 868,838868.8k $42.3m $42.3m 0.01% Reduced -24.8k -24,754
16 Prosperity Planning, Inc. 12.01% of their portfolio NORTH KANSAS CITY, MO 855,558855.6k $41.6m $41.6m 12.01% Added +21.0k +21,049
17 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 764,741764.7k $37.2m $37.2m 0.00% Added +63.9k +63,867
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 729,001729.0k $35.5m $35.5m 0.00% Added +74.0k +74,038
19 MBL Wealth, LLC 3.31% of their portfolio CHARLOTTE, NC 710,403710.4k $34.6m $34.6m 3.31% Reduced -5.6k -5,556
20 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 626,164626.2k $30.5m $30.5m 0.01% Added +67.8k +67,778
21 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 571,138571.1k $27.8m $27.8m 0.01% Reduced -3.6k -3,616
22 Destination Wealth Management 0.81% of their portfolio Walnut Creek, CA 565,858565.9k $27.5m $27.5m 0.81% Added +10.8k +10,771
23 CIM, LLC 3.69% of their portfolio ALBANY, NY 563,058563.1k $27.4m $27.4m 3.69% Added +12.7k +12,714
24 FPC INVESTMENT ADVISORY, INC. 16.55% of their portfolio PETALUMA, CA 545,274545.3k $26.5m $26.5m 16.55% Added +39.8k +39,835
25 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 513,291513.3k $25.0m $25.0m 0.01% Added +192.4k +192,418
26 Courage Miller Partners, LLC 7.86% of their portfolio NORFOLK, VA 509,792509.8k $24.8m $24.8m 7.86% Reduced -10.4k -10,403
27 Geneos Wealth Management Inc. 0.60% of their portfolio ENGLEWOOD, CO 502,761502.8k $24.5m $24.5m 0.60% Reduced -480.3k -480,302
28 PITTENGER & ANDERSON INC 0.86% of their portfolio LINCOLN, NE 485,522485.5k $23.6m $23.6m 0.86% Added +10.8k +10,830
29 Koss-Olinger Consulting, LLC 1.87% of their portfolio GAINESVILLE, FL 468,079468.1k $22.8m $22.8m 1.87% Reduced -24.3k -24,267
30 Johnson Financial Group, Inc. 0.90% of their portfolio RACINE, WI 409,777409.8k $19.9m $19.9m 0.90% Added +68.2k +68,169
31 RENAISSANCE TECHNOLOGIES LLC 0.03% of their portfolio NEW YORK, NY 406,500406.5k $19.8m $19.8m 0.03% Reduced -121.9k -121,900
32 Apella Capital, LLC 0.51% of their portfolio WEST HARTFORD, CT 390,604390.6k $18.9m $18.9m 0.51% Added +149.9k +149,948
33 Opal Wealth Advisors, LLC 5.16% of their portfolio JERICHO, NY 382,554382.6k $18.6m $18.6m 5.16% Added +13.9k +13,894
34 Beacon Pointe Advisors, LLC 0.19% of their portfolio NEWPORT BEACH, CA 375,644375.6k $18.3m $18.3m 0.19% Added +12.7k +12,720
35 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2.61% of their portfolio PITTSBURGH, PA 362,911362.9k $17.6m $17.6m 2.61% Reduced -1.9k -1,885
36 WEALTH MANAGEMENT RESOURCES, INC. 5.52% of their portfolio SMITHFIELD, RI 332,078332.1k $16.2m $16.2m 5.52% Added +20.1k +20,149
37 CAPITAL INSIGHT PARTNERS, LLC 2.52% of their portfolio SCOTTSDALE, AZ 298,413298.4k $14.5m $14.5m 2.52% Reduced -22.3k -22,313
38 Argent Advisors, Inc. 4.46% of their portfolio RUSTON, LA 296,781296.8k $14.4m $14.4m 4.46% Reduced -2.8k -2,793
39 DORVAL Corp 5.03% of their portfolio MAPLE GROVE, MN 289,020289.0k $14.1m $14.1m 5.03% Added +8.3k +8,253
40 Omega Financial Group, LLC 4.80% of their portfolio Santa Barbara, CA 273,767273.8k $13.3m $13.3m 4.80% Added +3.7k +3,748
41 Independence Financial Advisors, LLC 5.14% of their portfolio FRANKLIN, NH 271,837271.8k $13.2m $13.2m 5.14% Added +3.0k +3,032
42 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 268,229268.2k $13.0m $13.0m 0.00% Added +31.4k +31,429
43 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 266,685266.7k $13.0m $13.0m 0.00% Added +101.6k +101,567
44 Alexander Randolph Advisory, Inc. 10.92% of their portfolio MCLEAN, VA 250,491250.5k $12.2m $12.2m 10.92% Added +40.8k +40,843
45 Lineweaver Wealth Advisors, LLC 1.91% of their portfolio VALLEY VIEW, OH 249,026249.0k $12.1m $12.1m 1.91% Added +47.4k +47,426
46 IRON Financial LLC 5.69% of their portfolio NORTHBROOK, IL 221,121221.1k $10.8m $10.8m 5.69% Added +1.9k +1,933
47 Abundance Wealth Counselors 1.99% of their portfolio STATE COLLEGE, PA 218,284218.3k $10.6m $10.6m 1.99% Reduced -12.1k -12,063
48 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 214,769214.8k $10.4m $10.4m 0.01% Reduced -19.8k -19,834
49 Lakeridge Wealth Management LLC 4.70% of their portfolio MENTOR, OH 210,089210.1k $10.2m $10.2m 4.70% Added +4.0k +4,022
50 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 195,809195.8k $9.5m $9.5m 0.01% Added +95.9k +95,911
51 Orion Porfolio Solutions, LLC 0.08% of their portfolio OMAHA, NE 194,672194.7k $9.5m $9.5m 0.08% Reduced -11.5k -11,473
52 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 193,801193.8k $9.4m $9.4m 0.01% Reduced -2.9k -2,850
53 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.67% of their portfolio FORT WAYNE, IN 189,072189.1k $9.2m $9.2m 0.67% Reduced -6.6k -6,644
54 Buttonwood Financial Advisors Inc. 3.66% of their portfolio BALTIMORE, MD 187,435187.4k $9.1m $9.1m 3.66% Added +2.0k +1,999
55 OSAIC HOLDINGS, INC. 0.02% of their portfolio SCOTTSDALE, AZ 186,747186.7k $9.1m $9.1m 0.02% Added +18.3k +18,298
56 FIDUCIARY ADVISORS, INC. 7.93% of their portfolio ST. LOUIS, MO 185,273185.3k $9.0m $9.0m 7.93% Added +10.6k +10,553
57 Wescott Financial Advisory Group, LLC 0.85% of their portfolio Philadelphia, PA 182,860182.9k $8.9m $8.9m 0.85% Added +2.3k +2,310
58 Fonville Wealth Management LLC 2.08% of their portfolio RICHMOND, VA 169,162169.2k $8.2m $8.2m 2.08% Added +6.4k +6,391
59 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 168,694168.7k $8.2m $8.2m 0.02% Added +29.7k +29,683
60 MORRIS FINANCIAL CONCEPTS, INC. 3.23% of their portfolio MOUNT PLEASANT, SC 167,204167.2k $8.1m $8.1m 3.23% Reduced -3.7k -3,710
61 CGN Advisors LLC 0.72% of their portfolio MANHATTAN, KS 165,636165.6k $8.1m $8.1m 0.72% Reduced -33.1k -33,066
62 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 158,312158.3k $7.7m $7.7m 0.02% Added +1.9k +1,932
63 Cranbrook Wealth Management, LLC 1.60% of their portfolio Bloomfield Hills, MI 154,557154.6k $7.5m $7.5m 1.60% Reduced -7.6k -7,641
64 MARYLAND CAPITAL ADVISORS INC. 2.91% of their portfolio CHESTER, MD 152,644152.6k $7.4m $7.4m 2.91% Added +144.8k +144,820
65 Factor Wealth Management LTD 1.99% of their portfolio CHICAGO, IL 149,720149.7k $7.3m $7.3m 1.99% Added +7.3k +7,338
66 Hoxton Planning & Management, LLC 2.52% of their portfolio SHEPHERDSTOWN, WV 149,663149.7k $7.3m $7.3m 2.52% Reduced -12 -12
67 KFA Private Wealth Group, LLC 2.25% of their portfolio Tysons, VA 148,933148.9k $7.2m $7.2m 2.25% Added +8.5k +8,460
68 STERLING INVESTMENT ADVISORS LLC /ADV 3.61% of their portfolio BOLIVAR, MO 142,614142.6k $6.9m $6.9m 3.61% Added +4.6k +4,610
69 Gilbert Capital Group, Inc. 5.59% of their portfolio NORTH YARMOUTH, ME 138,721138.7k $6.7m $6.7m 5.59% First filing
70 ARKANSAS FINANCIAL GROUP, INC. 1.04% of their portfolio LITTLE ROCK, AR 137,067137.1k $6.7m $6.7m 1.04% Reduced -6.8k -6,838
71 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 135,754135.8k $6.6m $6.6m 0.01% Reduced -2.1k -2,143
72 JGP Wealth Management, LLC 0.79% of their portfolio BEND, OR 134,602134.6k $6.5m $6.5m 0.79% Added +3.6k +3,587
73 Baker Ellis Asset Management LLC 0.87% of their portfolio Vancouver, WA 130,600130.6k $6.4m $6.4m 0.87% Added +4.9k +4,900
74 Providence First Trust Co 2.24% of their portfolio SCOTTSDALE, AZ 130,588130.6k $6.4m $6.4m 2.24% Added +2.0k +2,000
75 Brio Consultants, LLC 0.92% of their portfolio SAN FRANCISCO, CA 129,174129.2k $6.3m $6.3m 0.92% Reduced -1.9k -1,937
76 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 128,699128.7k $6.3m $6.3m 0.01% Unchanged
77 Values First Advisors, Inc. 3.39% of their portfolio JOHNSON CITY, TN 127,765127.8k $6.2m $6.2m 3.39% Reduced -1.6k -1,637
78 Onyx Bridge Wealth Group LLC 0.82% of their portfolio TARRYTOWN, NY 127,451127.5k $6.2m $6.2m 0.82% Added +122.4k +122,433
79 COREPATH WEALTH PARTNERS LLC 4.69% of their portfolio SCOTTSDALE, AZ 115,079115.1k $5.6m $5.6m 4.69% Reduced -6.3k -6,335
80 KEYBANK NATIONAL ASSOCIATION/OH 0.02% of their portfolio BROOKLYN, OH 114,721114.7k $5.6m $5.6m 0.02% Added +8.9k +8,942
81 PRINCIPAL SECURITIES, INC. 0.10% of their portfolio DES MOINES, IA 114,070114.1k $5.5m $5.5m 0.10% Added +19.0k +19,047
82 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 110,649110.6k $5.4m $5.4m 0.01% Added +75.9k +75,887
83 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 108,287108.3k $5.3m $5.3m 0.01% Reduced -14.4k -14,384
84 Steward Partners Investment Advisory, LLC 0.04% of their portfolio STAMFORD, CT 108,237108.2k $5.3m $5.3m 0.04% Added +2.3k +2,264
85 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 107,946107.9k $5.3m $5.3m 0.01% Added +14.1k +14,067
86 BLUESTEM FINANCIAL ADVISORS, LLC 2.21% of their portfolio SAVOY, IL 105,976106.0k $5.2m $5.2m 2.21% Reduced -4.2k -4,237
87 Estate Counselors, LLC 0.50% of their portfolio Thiensville, WI 104,630104.6k $5.1m $5.1m 0.50% New
88 Dentgroup LLC 3.49% of their portfolio BATON ROUGE, LA 103,473103.5k $5.0m $5.0m 3.49% Reduced -3.3k -3,309
89 AtlasMark Financial, Inc 3.79% of their portfolio AUSTIN, TX 102,290102.3k $5.0m $5.0m 3.79% Added +19.9k +19,907
90 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 99,40999.4k $4.8m $4.8m 0.00% Reduced -107.3k -107,259
91 Eldridge Investment Advisors, Inc. 1.01% of their portfolio MANCHESTER, NH 99,22999.2k $4.8m $4.8m 1.01% Added +29 +29
92 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 99,06999.1k $4.8m $4.8m 0.04% Added +34.4k +34,358
93 C M BIDWELL & ASSOCIATES LTD 2.47% of their portfolio HONOLULU, HI 97,80897.8k $4.8m $4.8m 2.47% Added +904 +904
94 Lutz Financial Services LLC 0.34% of their portfolio OMAHA, NE 90,55290.6k $4.4m $4.4m 0.34% Reduced -468 -468
95 BCGM Wealth Management, LLC 1.22% of their portfolio LAFAYETTE, IN 88,64488.6k $4.3m $4.3m 1.22% Added +1.6k +1,632
96 Rooted Wealth Advisors, Inc. 1.40% of their portfolio BOURBONNAIS, IL 83,93583.9k $4.1m $4.1m 1.40% Added +5.6k +5,579
97 Cannon Financial Strategists, Inc. 0.64% of their portfolio ATHENS, GA 83,80383.8k $4.1m $4.1m 0.64% Unchanged
98 MATHER GROUP, LLC. 0.04% of their portfolio CHICAGO, IL 83,24683.2k $4.0m $4.0m 0.04% Reduced -11.7k -11,682
99 PEOPLES BANK /OH 2.36% of their portfolio MARIETTA, OH 78,49278.5k $3.8m $3.8m 2.36% Added +1.4k +1,382
100 Fiduciary Group, LLC 0.36% of their portfolio SAVANNAH, GA 78,37778.4k $3.8m $3.8m 0.36% Reduced -3.9k -3,885