Vault-13

ISHARES TR ISTB

CORE 1 5 YR USD · ETP · CUSIP 46432F859

384 institutional holders -5 vs Q2 2025
64,235,85864.2m shares reported held*
$3.2bnreported value*
25 new 167 added 123 reduced 27 sold out net bought ≈ $78.7m (+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 ≈ $49.57. Options: 1 managers hold calls ($639.8k notional), 1 hold puts ($781.4k).

Trends to Q3 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: 389Q3 25: 384384Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025384

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q4 23: 156 bought or addedQ4 23: 201 cut or sold outQ1 24: 173 bought or addedQ1 24: 178 cut or sold outQ1 24Q2 24: 167 bought or addedQ2 24: 180 cut or sold outQ3 24: 174 bought or addedQ3 24: 160 cut or sold outQ3 24Q4 24: 194 bought or addedQ4 24: 141 cut or sold outQ1 25: 194 bought or addedQ1 25: 158 cut or sold outQ1 25Q2 25: 190 bought or addedQ2 25: 151 cut or sold outQ3 25: 192 bought or addedQ3 25: 150 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023156201
Q1 2024173178
Q2 2024167180
Q3 2024174160
Q4 2024194141
Q1 2025194158
Q2 2025190151
Q3 2025192150

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ4 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 0.00Q3 25 calls: $639.8kQ3 25 puts: $781.4kQ3 25P/C 1.22
Numbers
QuarterCallsPutsP/C
Q4 2024$0$0—
Q1 2025$0$4.8k—
Q2 2025$253.0k$00.00
Q3 2025$639.8k$781.4k1.22

Biggest buyers

Acorns Advisers, LLC Added +793,589+793.6k
JPMORGAN CHASE & CO Added +788,875+788.9k
BARTLETT & CO. WEALTH MANAGEMENT LLC New +421,596+421.6k
Apella Capital, LLC Added +317,066+317.1k
GOLDMAN SACHS GROUP INC Added +193,482+193.5k
JONES FINANCIAL COMPANIES LLLP Added +193,124+193.1k
BANK OF AMERICA CORP /DE/ Added +173,303+173.3k
IRON Financial LLC Added +125,045+125.0k
RAYMOND JAMES FINANCIAL INC Added +117,977+118.0k
STATE OF WISCONSIN INVESTMENT BOARD Added +112,600+112.6k

Biggest sellers

ROYAL BANK OF CANADA Reduced -509,120-509.1k
BlackRock, Inc. Reduced -485,510-485.5k
Argent Advisors, Inc. Reduced -230,149-230.1k
LPL Financial LLC Reduced -201,623-201.6k
Lineweaver Wealth Advisors, LLC Reduced -201,311-201.3k
CITADEL ADVISORS LLC Reduced -169,657-169.7k
AMERIPRISE FINANCIAL INC Reduced -153,409-153.4k
RENAISSANCE TECHNOLOGIES LLC Reduced -133,400-133.4k
Independence Financial Advisors, LLC Reduced -120,132-120.1k
Onyx Bridge Wealth Group LLC Reduced -112,865-112.9k

Biggest calls

CITADEL ADVISORS LLC Added $639.8k13.1k shares

Biggest puts

CITADEL ADVISORS LLC New $781.4k16.0k shares

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Acorns Advisers, LLC 4.22% of their portfolio IRVINE, CA 10,992,58711.0m $536.9m $536.9m 4.22% Added +793.6k +793,589
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 6,526,7036.5m $318.8m $318.8m 0.01% Reduced -485.5k -485,510
3 STATE OF WISCONSIN INVESTMENT BOARD 0.59% of their portfolio MADISON, WI 5,241,2255.2m $256.0m $256.0m 0.59% Added +112.6k +112,600
4 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 2,368,0742.4m $115.7m $115.7m 0.02% Reduced -32.4k -32,398
5 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,113,3642.1m $103.2m $103.2m 0.03% Added +118.0k +117,977
6 TRUST POINT INC. 6.80% of their portfolio LA CROSSE, WI 1,723,3731.7m $84.2m $84.2m 6.80% Added +34.8k +34,772
7 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,719,7661.7m $84.0m $84.0m 0.00% Added +788.9k +788,875
8 SPINNAKER TRUST 3.65% of their portfolio PORTLAND, ME 1,345,8771.3m $65.7m $65.7m 3.65% Added +7.5k +7,529
9 Mariner, LLC 0.08% of their portfolio Overland Park, KS 1,248,0301.2m $61.0m $61.0m 0.08% Added +91.5k +91,459
10 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 1,176,7801.2m $57.4m $57.4m 0.04% Added +193.1k +193,124
11 Townsend & Associates, Inc 5.33% of their portfolio WESTMINSTER, CO 1,149,0691.1m $56.2m $56.2m 5.33% Added +38.5k +38,543
12 CAHABA WEALTH MANAGEMENT, INC. 3.53% of their portfolio Atlanta, GA 997,635997.6k $48.7m $48.7m 3.53% Added +46.4k +46,350
13 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 938,044938.0k $45.8m $45.8m 0.00% Added +173.3k +173,303
14 Prosperity Planning, Inc. 11.92% of their portfolio NORTH KANSAS CITY, MO 904,807904.8k $44.2m $44.2m 11.92% Added +49.2k +49,249
15 UBS Group AG 0.01% of their portfolio ZURICH, V8 864,294864.3k $42.2m $42.2m 0.01% Reduced -4.5k -4,544
16 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 822,849822.8k $40.2m $40.2m 0.01% Reduced -201.6k -201,623
17 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 793,785793.8k $38.8m $38.8m 0.00% Added +64.8k +64,784
18 MBL Wealth, LLC 3.19% of their portfolio CHARLOTTE, NC 746,513746.5k $36.5m $36.5m 3.19% Added +36.1k +36,110
19 Apella Capital, LLC 0.77% of their portfolio WEST HARTFORD, CT 707,670707.7k $34.6m $34.6m 0.77% Added +317.1k +317,066
20 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 648,511648.5k $31.7m $31.7m 0.01% Added +22.3k +22,347
21 Destination Wealth Management 0.78% of their portfolio Walnut Creek, CA 580,194580.2k $28.3m $28.3m 0.78% Added +14.3k +14,336
22 FPC INVESTMENT ADVISORY, INC. 16.52% of their portfolio PETALUMA, CA 563,731563.7k $27.5m $27.5m 16.52% Added +18.5k +18,457
23 Courage Miller Partners, LLC 8.05% of their portfolio NORFOLK, VA 550,008550.0k $26.9m $26.9m 8.05% Added +40.2k +40,216
24 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 535,340535.3k $26.1m $26.1m 0.00% Reduced -509.1k -509,120
25 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 534,640534.6k $26.1m $26.1m 0.01% Reduced -36.5k -36,498
26 CIM, LLC 3.40% of their portfolio ALBANY, NY 532,918532.9k $26.0m $26.0m 3.40% Reduced -30.1k -30,140
27 PITTENGER & ANDERSON INC 0.95% of their portfolio LINCOLN, NE 530,332530.3k $25.9m $25.9m 0.95% Added +44.8k +44,810
28 Geneos Wealth Management Inc. 0.64% of their portfolio ENGLEWOOD, CO 513,036513.0k $25.1m $25.1m 0.64% Added +10.3k +10,275
29 Koss-Olinger Consulting, LLC 1.87% of their portfolio GAINESVILLE, FL 466,169466.2k $22.7m $22.7m 1.87% Reduced -1.9k -1,910
30 Johnson Financial Group, Inc. 0.84% of their portfolio RACINE, WI 460,948460.9k $22.5m $22.5m 0.84% Added +51.2k +51,171
31 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 460,167460.2k $22.5m $22.5m 0.00% Added +193.5k +193,482
32 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.27% of their portfolio CINCINNATI, OH 421,596421.6k $20.6m $20.6m 0.27% New
33 Beacon Pointe Advisors, LLC 0.17% of their portfolio NEWPORT BEACH, CA 411,167411.2k $20.1m $20.1m 0.17% Added +35.5k +35,523
34 Opal Wealth Advisors, LLC 5.31% of their portfolio JERICHO, NY 390,344390.3k $19.1m $19.1m 5.31% Added +7.8k +7,790
35 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2.62% of their portfolio PITTSBURGH, PA 386,857386.9k $18.9m $18.9m 2.62% Added +23.9k +23,946
36 AMERIPRISE FINANCIAL INC 0.00% of their portfolio MINNEAPOLIS, MN 359,882359.9k $17.6m $17.6m 0.00% Reduced -153.4k -153,409
37 IRON Financial LLC 8.10% of their portfolio NORTHBROOK, IL 346,166346.2k $16.9m $16.9m 8.10% Added +125.0k +125,045
38 WEALTH MANAGEMENT RESOURCES, INC. 5.44% of their portfolio SMITHFIELD, RI 344,379344.4k $16.8m $16.8m 5.44% Added +12.3k +12,301
39 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 319,973320.0k $15.6m $15.6m 0.00% Added +51.7k +51,744
40 DORVAL Corp 4.92% of their portfolio MAPLE GROVE, MN 304,234304.2k $14.9m $14.9m 4.92% Added +15.2k +15,214
41 CAPITAL INSIGHT PARTNERS, LLC 2.38% of their portfolio SCOTTSDALE, AZ 294,464294.5k $14.4m $14.4m 2.38% Reduced -3.9k -3,949
42 Omega Financial Group, LLC 4.70% of their portfolio Santa Barbara, CA 286,277286.3k $14.0m $14.0m 4.70% Added +12.5k +12,510
43 Alexander Randolph Advisory, Inc. 11.47% of their portfolio MCLEAN, VA 284,969285.0k $13.9m $13.9m 11.47% Added +34.5k +34,478
44 RENAISSANCE TECHNOLOGIES LLC 0.02% of their portfolio NEW YORK, NY 273,100273.1k $13.3m $13.3m 0.02% Reduced -133.4k -133,400
45 Orion Porfolio Solutions, LLC 0.10% of their portfolio OMAHA, NE 265,681265.7k $13.0m $13.0m 0.10% Added +71.0k +71,009
46 Buttonwood Financial Advisors Inc. 4.42% of their portfolio BALTIMORE, MD 262,762262.8k $12.8m $12.8m 4.42% Added +75.3k +75,327
47 Abundance Wealth Counselors 1.99% of their portfolio STATE COLLEGE, PA 238,108238.1k $11.6m $11.6m 1.99% Added +19.8k +19,824
48 Lakeridge Wealth Management LLC 4.57% of their portfolio MENTOR, OH 210,446210.4k $10.3m $10.3m 4.57% Added +357 +357
49 Fonville Wealth Management LLC 2.20% of their portfolio RICHMOND, VA 200,407200.4k $9.8m $9.8m 2.20% Added +31.2k +31,245
50 FIDUCIARY ADVISORS, INC. 7.83% of their portfolio ST. LOUIS, MO 198,543198.5k $9.7m $9.7m 7.83% Added +13.3k +13,270
51 Wescott Financial Advisory Group, LLC 0.87% of their portfolio Philadelphia, PA 197,582197.6k $9.6m $9.6m 0.87% Added +14.7k +14,722
52 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 194,351194.4k $9.5m $9.5m 0.01% Reduced -20.4k -20,418
53 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 188,123188.1k $9.2m $9.2m 0.01% Reduced -5.7k -5,678
54 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.58% of their portfolio FORT WAYNE, IN 180,454180.5k $8.8m $8.8m 0.58% Reduced -8.6k -8,618
55 CGN Advisors LLC 0.72% of their portfolio MANHATTAN, KS 179,421179.4k $8.8m $8.8m 0.72% Added +13.8k +13,785
56 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 178,412178.4k $8.7m $8.7m 0.01% Added +42.7k +42,658
57 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 177,162177.2k $8.7m $8.7m 0.01% Reduced -9.6k -9,585
58 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 176,684176.7k $8.6m $8.6m 0.02% Added +8.0k +7,990
59 MORRIS FINANCIAL CONCEPTS, INC. 3.11% of their portfolio MOUNT PLEASANT, SC 176,492176.5k $8.6m $8.6m 3.11% Added +9.3k +9,288
60 Factor Wealth Management LTD 2.10% of their portfolio CHICAGO, IL 171,658171.7k $8.4m $8.4m 2.10% Added +21.9k +21,938
61 MARYLAND CAPITAL ADVISORS INC. 2.97% of their portfolio CHESTER, MD 169,684169.7k $8.3m $8.3m 2.97% Added +17.0k +17,040
62 Independence Financial Advisors, LLC 2.26% of their portfolio FRANKLIN, NH 151,705151.7k $7.4m $7.4m 2.26% Reduced -120.1k -120,132
63 Cranbrook Wealth Management, LLC 1.48% of their portfolio Bloomfield Hills, MI 151,098151.1k $7.4m $7.4m 1.48% Reduced -3.5k -3,459
64 Focus Partners Advisor Solutions, LLC 0.08% of their portfolio SAINT LOUIS, MO 148,168148.2k $7.2m $7.2m 0.08% Added +81.7k +81,731
65 Gilbert Capital Group, Inc. 5.36% of their portfolio NORTH YARMOUTH, ME 141,913141.9k $6.9m $6.9m 5.36% Added +3.2k +3,192
66 KEYBANK NATIONAL ASSOCIATION/OH 0.02% of their portfolio BROOKLYN, OH 137,936137.9k $6.7m $6.7m 0.02% Added +23.2k +23,215
67 STERLING INVESTMENT ADVISORS LLC /ADV 3.33% of their portfolio BOLIVAR, MO 137,720137.7k $6.7m $6.7m 3.33% Reduced -4.9k -4,894
68 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 136,617136.6k $6.7m $6.7m 0.02% Reduced -21.7k -21,695
69 KFA Private Wealth Group, LLC 1.89% of their portfolio Tysons, VA 135,415135.4k $6.6m $6.6m 1.89% Reduced -13.5k -13,518
70 Baker Ellis Asset Management LLC 0.81% of their portfolio Vancouver, WA 134,630134.6k $6.6m $6.6m 0.81% Added +4.0k +4,030
71 JGP Wealth Management, LLC 0.71% of their portfolio BEND, OR 131,167131.2k $6.4m $6.4m 0.71% Reduced -3.4k -3,435
72 PRINCIPAL SECURITIES, INC. 0.11% of their portfolio DES MOINES, IA 130,631130.6k $6.4m $6.4m 0.11% Added +16.6k +16,561
73 Providence First Trust Co 2.21% of their portfolio SCOTTSDALE, AZ 130,588130.6k $6.4m $6.4m 2.21% Unchanged
74 Values First Advisors, Inc. 3.41% of their portfolio JOHNSON CITY, TN 130,514130.5k $6.4m $6.4m 3.41% Added +2.7k +2,749
75 Russell Investments Group, Ltd. 0.01% of their portfolio Seattle, WA 128,699128.7k $6.3m $6.3m 0.01% Unchanged
76 Brio Consultants, LLC 0.85% of their portfolio SAN FRANCISCO, CA 126,608126.6k $6.2m $6.2m 0.85% Reduced -2.6k -2,566
77 COREPATH WEALTH PARTNERS LLC 4.31% of their portfolio SCOTTSDALE, AZ 121,926121.9k $5.9m $5.9m 4.31% Added +6.8k +6,847
78 ARKANSAS FINANCIAL GROUP, INC. 0.85% of their portfolio LITTLE ROCK, AR 118,522118.5k $5.8m $5.8m 0.85% Reduced -18.5k -18,545
79 Crestwood Advisors Group, LLC 0.10% of their portfolio BOSTON, MA 116,824116.8k $5.7m $5.7m 0.10% Added +98.7k +98,672
80 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 115,955116.0k $5.7m $5.7m 0.01% Added +7.7k +7,668
81 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 111,529111.5k $5.4m $5.4m 0.01% Added +3.6k +3,583
82 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 107,218107.2k $5.2m $5.2m 0.03% Reduced -1.0k -1,019
83 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 105,899105.9k $5.2m $5.2m 0.04% Added +6.8k +6,830
84 BLUESTEM FINANCIAL ADVISORS, LLC 2.01% of their portfolio SAVOY, IL 105,356105.4k $5.1m $5.1m 2.01% Reduced -620 -620
85 Investment Research Partners LLC 2.31% of their portfolio LEMONT, PA 105,004105.0k $5.1m $5.1m 2.31% First filing
86 Hoxton Planning & Management, LLC 1.64% of their portfolio SHEPHERDSTOWN, WV 104,151104.2k $5.1m $5.1m 1.64% Reduced -45.5k -45,512
87 AtlasMark Financial, Inc 3.29% of their portfolio AUSTIN, TX 100,877100.9k $4.9m $4.9m 3.29% Reduced -1.4k -1,413
88 C M BIDWELL & ASSOCIATES LTD 2.32% of their portfolio HONOLULU, HI 98,74898.7k $4.8m $4.8m 2.32% Added +940 +940
89 Rooted Wealth Advisors, Inc. 1.38% of their portfolio BOURBONNAIS, IL 92,58992.6k $4.5m $4.5m 1.38% Added +8.7k +8,654
90 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 91,89491.9k $4.5m $4.5m 0.00% Reduced -7.5k -7,515
91 Lutz Financial Services LLC 0.32% of their portfolio OMAHA, NE 91,80191.8k $4.5m $4.5m 0.32% Added +1.2k +1,249
92 Cannon Financial Strategists, Inc. 0.58% of their portfolio ATHENS, GA 83,65983.7k $4.1m $4.1m 0.58% Reduced -144 -144
93 MATHER GROUP, LLC. 0.04% of their portfolio CHICAGO, IL 79,67679.7k $3.9m $3.9m 0.04% Reduced -3.6k -3,570
94 SEEDS INVESTOR LLC 0.82% of their portfolio NEW YORK, NY 79,33379.3k $3.9m $3.9m 0.82% Added +7.2k +7,231
95 PEOPLES BANK /OH 2.32% of their portfolio MARIETTA, OH 77,36877.4k $3.8m $3.8m 2.32% Reduced -1.1k -1,124
96 Fiduciary Group, LLC 0.33% of their portfolio SAVANNAH, GA 76,73176.7k $3.7m $3.7m 0.33% Reduced -1.6k -1,646
97 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 75,77775.8k $3.7m $3.7m 0.02% Added +11.9k +11,925
98 Summit Wealth Partners, LLC 0.66% of their portfolio Orlando, FL 74,31274.3k $3.6m $3.6m 0.66% Added +338 +338
99 TD Capital Management LLC 0.33% of their portfolio MEMPHIS, TN 74,18074.2k $3.6m $3.6m 0.33% Reduced -4.0k -4,027
100 INVESTED ADVISORS 4.99% of their portfolio STATE COLLEGE, PA 71,73071.7k $3.4m $3.4m 4.99% First filing