Vault-13

ISHARES TR ISTB

CORE 1 5 YR USD · ETP · CUSIP 46432F859

391 institutional holders +7 vs Q3 2025
67,554,63267.6m shares reported held*
$3.3bnreported value*
24 new 172 added 115 reduced 29 sold out net bought ≈ $58.0m (+1.1m 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 ≈ $49.51.

Trends to Q4 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: 384Q4 25: 391391Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025391

Buyers vs sellers

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

Bought or addedCut or sold out
2000200Q1 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 25Q3 25: 192 bought or addedQ3 25: 150 cut or sold outQ4 25: 196 bought or addedQ4 25: 144 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024173178
Q2 2024167180
Q3 2024174160
Q4 2024194141
Q1 2025194158
Q2 2025190151
Q3 2025192150
Q4 2025196144

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ1 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 1.22Q4 25 calls: $0Q4 25 puts: $0Q4 25P/C —
Numbers
QuarterCallsPutsP/C
Q1 2025$0$4.8k—
Q2 2025$253.0k$00.00
Q3 2025$639.8k$781.4k1.22
Q4 2025$0$0—

Biggest buyers

Acorns Advisers, LLC Added +562,194+562.2k
AMERIPRISE FINANCIAL INC Added +346,125+346.1k
Boyd Wealth Management, LLC New +270,731+270.7k
JONES FINANCIAL COMPANIES LLLP Added +253,734+253.7k
Strategic Financial Partners, Ltd. New +164,081+164.1k
BARTLETT & CO. WEALTH MANAGEMENT LLC Added +134,574+134.6k
RAYMOND JAMES FINANCIAL INC Added +110,022+110.0k
Apella Capital, LLC Added +106,752+106.8k
Koss-Olinger Consulting, LLC Added +102,794+102.8k
GOLDMAN SACHS GROUP INC Added +90,674+90.7k

Biggest sellers

BlackRock, Inc. Reduced -996,988-997.0k
JPMORGAN CHASE & CO Reduced -648,612-648.6k
RENAISSANCE TECHNOLOGIES LLC Reduced -231,300-231.3k
Russell Investments Group, Ltd. Reduced -128,697-128.7k
Focus Partners Advisor Solutions, LLC Reduced -64,630-64.6k
McClarren Financial Advisors, Inc. Reduced -57,148-57.1k
Arete Wealth Advisors, LLC Reduced -51,334-51.3k
Rooted Wealth Advisors, Inc. Reduced -47,994-48.0k
COMMONWEALTH EQUITY SERVICES, LLC Reduced -44,488-44.5k
ARKANSAS FINANCIAL GROUP, INC. Reduced -39,469-39.5k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Acorns Advisers, LLC 4.23% of their portfolio IRVINE, CA 11,554,78111.6m $563.3m $563.3m 4.23% Added +562.2k +562,194
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,529,7155.5m $269.6m $269.6m 0.00% Reduced -997.0k -996,988
3 STATE OF WISCONSIN INVESTMENT BOARD 0.58% of their portfolio MADISON, WI 5,312,6255.3m $259.0m $259.0m 0.58% Added +71.4k +71,400
4 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 2,345,1772.3m $114.3m $114.3m 0.02% Reduced -22.9k -22,897
5 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,223,3862.2m $108.4m $108.4m 0.03% Added +110.0k +110,022
6 TRUST POINT INC. 6.89% of their portfolio LA CROSSE, WI 1,789,2291.8m $87.2m $87.2m 6.89% Added +65.9k +65,856
7 SHP Wealth Management 5.50% of their portfolio PLYMOUTH, MA 1,449,6071.4m $70.7m $70.7m 5.50% First filing
8 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 1,430,5141.4m $69.7m $69.7m 0.04% Added +253.7k +253,734
9 SPINNAKER TRUST 3.61% of their portfolio PORTLAND, ME 1,384,2791.4m $67.5m $67.5m 3.61% Added +38.4k +38,402
10 Mariner, LLC 0.07% of their portfolio Overland Park, KS 1,284,4861.3m $62.6m $62.6m 0.07% Added +36.5k +36,456
11 Townsend & Associates, Inc 5.07% of their portfolio WESTMINSTER, CO 1,166,7211.2m $56.9m $56.9m 5.07% Added +17.7k +17,652
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 1,071,1541.1m $52.2m $52.2m 0.00% Reduced -648.6k -648,612
13 CAHABA WEALTH MANAGEMENT, INC. 3.61% of their portfolio Atlanta, GA 1,064,5661.1m $51.9m $51.9m 3.61% Added +66.9k +66,931
14 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 997,601997.6k $48.6m $48.6m 0.00% Added +59.6k +59,557
15 Prosperity Planning, Inc. 12.31% of their portfolio NORTH KANSAS CITY, MO 965,641965.6k $47.1m $47.1m 12.31% Added +60.8k +60,834
16 UBS Group AG 0.01% of their portfolio ZURICH, V8 945,042945.0k $46.1m $46.1m 0.01% Added +80.7k +80,748
17 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 866,199866.2k $42.2m $42.2m 0.01% Added +43.4k +43,350
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 859,137859.1k $41.9m $41.9m 0.00% Added +65.4k +65,352
19 Apella Capital, LLC 0.78% of their portfolio WEST HARTFORD, CT 814,422814.4k $39.7m $39.7m 0.78% Added +106.8k +106,752
20 MBL Wealth, LLC 3.03% of their portfolio CHARLOTTE, NC 774,461774.5k $37.8m $37.8m 3.03% Added +27.9k +27,948
21 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 706,007706.0k $34.4m $34.4m 0.01% Added +346.1k +346,125
22 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 670,142670.1k $32.7m $32.7m 0.01% Added +21.6k +21,631
23 Destination Wealth Management 0.78% of their portfolio Walnut Creek, CA 612,783612.8k $29.9m $29.9m 0.78% Added +32.6k +32,589
24 FPC INVESTMENT ADVISORY, INC. 16.17% of their portfolio PETALUMA, CA 605,277605.3k $29.5m $29.5m 16.17% Added +41.5k +41,546
25 Koss-Olinger Consulting, LLC 2.15% of their portfolio GAINESVILLE, FL 568,963569.0k $27.7m $27.7m 2.15% Added +102.8k +102,794
26 PITTENGER & ANDERSON INC 1.07% of their portfolio LINCOLN, NE 567,791567.8k $27.7m $27.7m 1.07% Added +37.5k +37,459
27 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.35% of their portfolio CINCINNATI, OH 556,170556.2k $27.1m $27.1m 0.35% Added +134.6k +134,574
28 Courage Miller Partners, LLC 8.10% of their portfolio NORFOLK, VA 552,050552.0k $26.9m $26.9m 8.10% Added +2.0k +2,042
29 CIM, LLC 3.52% of their portfolio ALBANY, NY 551,248551.2k $26.9m $26.9m 3.52% Added +18.3k +18,330
30 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 550,841550.8k $26.9m $26.9m 0.00% Added +90.7k +90,674
31 Geneos Wealth Management Inc. 0.65% of their portfolio ENGLEWOOD, CO 544,835544.8k $26.6m $26.6m 0.65% Added +31.8k +31,799
32 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 531,159531.2k $25.9m $25.9m 0.00% Reduced -4.2k -4,181
33 Johnson Financial Group, Inc. 0.94% of their portfolio RACINE, WI 516,266516.3k $25.2m $25.2m 0.94% Added +55.3k +55,318
34 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 513,603513.6k $25.0m $25.0m 0.01% Reduced -21.0k -21,037
35 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2.91% of their portfolio PITTSBURGH, PA 446,603446.6k $21.8m $21.8m 2.91% Added +59.7k +59,746
36 Beacon Pointe Advisors, LLC 0.15% of their portfolio NEWPORT BEACH, CA 434,070434.1k $21.2m $21.2m 0.15% Added +22.9k +22,903
37 Opal Wealth Advisors, LLC 5.14% of their portfolio JERICHO, NY 404,099404.1k $19.7m $19.7m 5.14% Added +13.8k +13,755
38 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 385,969386.0k $18.8m $18.8m 0.00% Added +66.0k +65,996
39 IRON Financial LLC 7.52% of their portfolio NORTHBROOK, IL 335,425335.4k $16.4m $16.4m 7.52% Reduced -10.7k -10,741
40 WEALTH MANAGEMENT RESOURCES, INC. 5.64% of their portfolio SMITHFIELD, RI 328,886328.9k $16.0m $16.0m 5.64% Reduced -15.5k -15,493
41 DORVAL Corp 4.89% of their portfolio MAPLE GROVE, MN 314,458314.5k $15.3m $15.3m 4.89% Added +10.2k +10,224
42 Omega Financial Group, LLC 4.91% of their portfolio Santa Barbara, CA 302,924302.9k $14.8m $14.8m 4.91% Added +16.6k +16,647
43 Alexander Randolph Advisory, Inc. 11.97% of their portfolio MCLEAN, VA 295,510295.5k $14.4m $14.4m 11.97% Added +10.5k +10,541
44 Buttonwood Financial Advisors Inc. 4.57% of their portfolio BALTIMORE, MD 281,339281.3k $13.7m $13.7m 4.57% Added +18.6k +18,577
45 Boyd Wealth Management, LLC 5.60% of their portfolio SACRAMENTO, CA 270,731270.7k $13.2m $13.2m 5.60% New
46 CAPITAL INSIGHT PARTNERS, LLC 2.76% of their portfolio SCOTTSDALE, AZ 267,939267.9k $13.1m $13.1m 2.76% Reduced -26.5k -26,525
47 Orion Porfolio Solutions, LLC 0.10% of their portfolio OMAHA, NE 267,549267.5k $13.0m $13.0m 0.10% Added +1.9k +1,868
48 Abundance Wealth Counselors 1.94% of their portfolio STATE COLLEGE, PA 235,360235.4k $11.5m $11.5m 1.94% Reduced -2.7k -2,748
49 FIDUCIARY ADVISORS, INC. 8.44% of their portfolio ST. LOUIS, MO 227,631227.6k $11.1m $11.1m 8.44% Added +29.1k +29,088
50 Wescott Financial Advisory Group, LLC 0.93% of their portfolio Philadelphia, PA 217,815217.8k $10.6m $10.6m 0.93% Added +20.2k +20,233
51 Ballast Financial Advisors LLC 10.70% of their portfolio WEST CHESTER, PA 213,148213.1k $10.4m $10.4m 10.70% First filing
52 Lakeridge Wealth Management LLC 4.66% of their portfolio MENTOR, OH 210,512210.5k $10.3m $10.3m 4.66% Added +66 +66
53 Fonville Wealth Management LLC 2.04% of their portfolio RICHMOND, VA 205,163205.2k $10.0m $10.0m 2.04% Added +4.8k +4,756
54 Factor Wealth Management LTD 2.12% of their portfolio CHICAGO, IL 201,395201.4k $9.8m $9.8m 2.12% Added +29.7k +29,737
55 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 188,012188.0k $9.2m $9.2m 0.02% Added +11.3k +11,328
56 CGN Advisors LLC 0.71% of their portfolio MANHATTAN, KS 182,600182.6k $8.9m $8.9m 0.71% Added +3.2k +3,179
57 MORRIS FINANCIAL CONCEPTS, INC. 3.10% of their portfolio MOUNT PLEASANT, SC 181,446181.4k $8.8m $8.8m 3.10% Added +5.0k +4,954
58 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 178,648178.6k $8.7m $8.7m 0.01% Added +236 +236
59 Hoxton Planning & Management, LLC 2.60% of their portfolio SHEPHERDSTOWN, WV 178,343178.3k $8.7m $8.7m 2.60% Added +74.2k +74,192
60 Crestwood Advisors Group, LLC 0.14% of their portfolio BOSTON, MA 177,145177.1k $8.6m $8.6m 0.14% Added +60.3k +60,321
61 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 172,413172.4k $8.4m $8.4m 0.01% Reduced -4.7k -4,749
62 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.54% of their portfolio FORT WAYNE, IN 171,355171.4k $8.4m $8.4m 0.54% Reduced -9.1k -9,099
63 Strategic Financial Partners, Ltd. 3.46% of their portfolio Bend, OR 164,081164.1k $8.0m $8.0m 3.46% New
64 KEYBANK NATIONAL ASSOCIATION/OH 0.03% of their portfolio BROOKLYN, OH 163,311163.3k $8.0m $8.0m 0.03% Added +25.4k +25,375
65 MARYLAND CAPITAL ADVISORS INC. 2.69% of their portfolio CHESTER, MD 163,051163.1k $7.9m $7.9m 2.69% Reduced -6.6k -6,633
66 KFA Private Wealth Group, LLC 1.89% of their portfolio Tysons, VA 159,377159.4k $7.8m $7.8m 1.89% Added +24.0k +23,962
67 Creative Planning 0.01% of their portfolio OVERLAND PARK, KS 158,935158.9k $7.7m $7.7m 0.01% Reduced -35.4k -35,416
68 Independence Financial Advisors, LLC 2.06% of their portfolio FRANKLIN, NH 154,024154.0k $7.5m $7.5m 2.06% Added +2.3k +2,319
69 ALONGSIDE, LLC 2.48% of their portfolio AUSTIN, TX 153,425153.4k $7.5m $7.5m 2.48% First filing
70 Gilbert Capital Group, Inc. 5.43% of their portfolio NORTH YARMOUTH, ME 148,175148.2k $7.2m $7.2m 5.43% Added +6.3k +6,262
71 Cranbrook Wealth Management, LLC 1.41% of their portfolio Bloomfield Hills, MI 147,098147.1k $7.2m $7.2m 1.41% Reduced -4.0k -4,000
72 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 143,635143.6k $7.0m $7.0m 0.01% Reduced -44.5k -44,488
73 JGP Wealth Management, LLC 0.73% of their portfolio BEND, OR 142,905142.9k $7.0m $7.0m 0.73% Added +11.7k +11,738
74 STERLING INVESTMENT ADVISORS LLC /ADV 3.27% of their portfolio BOLIVAR, MO 138,638138.6k $6.8m $6.8m 3.27% Added +918 +918
75 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 138,388138.4k $6.7m $6.7m 0.02% Added +1.8k +1,771
76 Values First Advisors, Inc. 3.47% of their portfolio JOHNSON CITY, TN 137,130137.1k $6.7m $6.7m 3.47% Added +6.6k +6,616
77 Baker Ellis Asset Management LLC 0.80% of their portfolio Vancouver, WA 137,030137.0k $6.7m $6.7m 0.80% Added +2.4k +2,400
78 COREPATH WEALTH PARTNERS LLC 4.38% of their portfolio SCOTTSDALE, AZ 133,867133.9k $6.5m $6.5m 4.38% Added +11.9k +11,941
79 Providence First Trust Co 2.20% of their portfolio SCOTTSDALE, AZ 130,588130.6k $6.4m $6.4m 2.20% Unchanged
80 PRINCIPAL SECURITIES, INC. 0.10% of their portfolio DES MOINES, IA 127,420127.4k $6.2m $6.2m 0.10% Reduced -3.2k -3,211
81 Townsend Financial Planning, LLC 6.20% of their portfolio MT STERLING, KY 127,150127.2k $6.2m $6.2m 6.20% First filing
82 Brio Consultants, LLC 0.79% of their portfolio SAN FRANCISCO, CA 124,123124.1k $6.1m $6.1m 0.79% Reduced -2.5k -2,485
83 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 123,276123.3k $6.0m $6.0m 0.01% Added +11.7k +11,747
84 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 116,336116.3k $5.7m $5.7m 0.01% Added +381 +381
85 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 114,547114.5k $5.6m $5.6m 0.03% Added +7.3k +7,329
86 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 110,643110.6k $5.4m $5.4m 0.04% Added +4.7k +4,744
87 Investment Research Partners LLC 2.24% of their portfolio LEMONT, PA 107,114107.1k $5.2m $5.2m 2.24% Added +2.1k +2,110
88 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 107,014107.0k $5.2m $5.2m 0.02% Added +31.2k +31,237
89 BLUESTEM FINANCIAL ADVISORS, LLC 2.01% of their portfolio SAVOY, IL 106,475106.5k $5.2m $5.2m 2.01% Added +1.1k +1,119
90 C M BIDWELL & ASSOCIATES LTD 2.29% of their portfolio HONOLULU, HI 99,68899.7k $4.9m $4.9m 2.29% Added +940 +940
91 1832 Asset Management L.P. 0.01% of their portfolio TORONTO, A6 98,26598.3k $4.8m $4.8m 0.01% Added +66.3k +66,317
92 Lutz Financial Services LLC 0.31% of their portfolio OMAHA, NE 94,07294.1k $4.6m $4.6m 0.31% Added +2.3k +2,271
93 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 93,35093.3k $4.6m $4.6m 0.00% Added +1.5k +1,456
94 SEEDS INVESTOR LLC 0.86% of their portfolio NEW YORK, NY 91,93791.9k $4.5m $4.5m 0.86% Added +12.6k +12,604
95 AtlasMark Financial, Inc 2.88% of their portfolio AUSTIN, TX 91,61491.6k $4.5m $4.5m 2.88% Reduced -9.3k -9,263
96 Cannon Financial Strategists, Inc. 0.57% of their portfolio ATHENS, GA 83,79683.8k $4.1m $4.1m 0.57% Added +137 +137
97 Focus Partners Advisor Solutions, LLC 0.05% of their portfolio SAINT LOUIS, MO 83,53883.5k $4.1m $4.1m 0.05% Reduced -64.6k -64,630
98 MAIMON WEALTH MANAGEMENT LTD. 3.61% of their portfolio RA'ANANA, L3 79,62679.6k $3.9m $3.9m 3.61% First filing
99 ARKANSAS FINANCIAL GROUP, INC. 0.56% of their portfolio LITTLE ROCK, AR 79,05379.1k $3.9m $3.9m 0.56% Reduced -39.5k -39,469
100 MATHER GROUP, LLC. 0.04% of their portfolio CHICAGO, IL 76,53676.5k $3.7m $3.7m 0.04% Reduced -3.1k -3,140