Vault-13

ISHARES TR ISTB

CORE 1 5 YR USD · ETP · CUSIP 46432F859

398 institutional holders +7 vs Q4 2025
71,105,93271.1m shares reported held*
$3.5bnreported value*
41 new 179 added 108 reduced 31 sold out net bought ≈ $112.8m (+2.4m 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 ≈ $49.17.

Trends to Q1 2026

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: 391Q1 26: 398398Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026398

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q2 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 25Q4 25: 196 bought or addedQ4 25: 144 cut or sold outQ1 26: 220 bought or addedQ1 26: 139 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024167180
Q3 2024174160
Q4 2024194141
Q1 2025194158
Q2 2025190151
Q3 2025192150
Q4 2025196144
Q1 2026220139

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ2 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 —Q1 26 calls: $0Q1 26 puts: $0Q1 26P/C —
Numbers
QuarterCallsPutsP/C
Q2 2025$253.0k$00.00
Q3 2025$639.8k$781.4k1.22
Q4 2025$0$0—
Q1 2026$0$0—

Biggest buyers

Seven Springs Wealth Group, LLC New +1,356,366+1.4m
CITADEL ADVISORS LLC Added +374,322+374.3k
SUSQUEHANNA INTERNATIONAL GROUP, LLP New +371,376+371.4k
JONES FINANCIAL COMPANIES LLLP Added +331,963+332.0k
Acorns Advisers, LLC Added +266,815+266.8k
EP Wealth Advisors, LLC New +266,481+266.5k
CHARLES SCHWAB INVESTMENT MANAGEMENT INC Added +223,718+223.7k
BECKER CAPITAL MANAGEMENT INC New +200,821+200.8k
BlackRock, Inc. Added +198,243+198.2k
BARTLETT & CO. WEALTH MANAGEMENT LLC Added +185,134+185.1k

Biggest sellers

SHP Wealth Management Reduced -1,412,158-1.4m
TRUST POINT INC. Reduced -696,352-696.4k
DORVAL Corp Reduced -300,019-300.0k
CAPITAL INSIGHT PARTNERS, LLC Sold out -267,939-267.9k
Koss-Olinger Consulting, LLC Reduced -261,966-262.0k
GOLDMAN SACHS GROUP INC Reduced -160,406-160.4k
JPMORGAN CHASE & CO Reduced -84,303-84.3k
Focus Partners Advisor Solutions, LLC Sold out -83,538-83.5k
BANK OF AMERICA CORP /DE/ Reduced -76,907-76.9k
PHILLIPS FINANCIAL MANAGEMENT, LLC Reduced -44,703-44.7k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Acorns Advisers, LLC 4.26% of their portfolio IRVINE, CA 11,821,59611.8m $572.9m $572.9m 4.26% Added +266.8k +266,815
2 BlackRock, Inc. 0.00% of their portfolio New York, NY 5,727,9585.7m $277.6m $277.6m 0.00% Added +198.2k +198,243
3 STATE OF WISCONSIN INVESTMENT BOARD 0.60% of their portfolio MADISON, WI 5,415,0255.4m $262.4m $262.4m 0.60% Added +102.4k +102,400
4 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 2,568,8952.6m $124.5m $124.5m 0.02% Added +223.7k +223,718
5 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,289,6582.3m $111.0m $111.0m 0.03% Added +66.3k +66,272
6 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 1,762,4771.8m $85.1m $85.1m 0.04% Added +332.0k +331,963
7 SPINNAKER TRUST 3.70% of their portfolio PORTLAND, ME 1,380,2361.4m $66.9m $66.9m 3.70% Reduced -4.0k -4,043
8 Seven Springs Wealth Group, LLC 15.20% of their portfolio BRENTWOOD, TN 1,356,3661.4m $65.7m $65.7m 15.20% New
9 Mariner, LLC 0.07% of their portfolio Overland Park, KS 1,320,7611.3m $64.0m $64.0m 0.07% Added +36.3k +36,275
10 Townsend & Associates, Inc 5.05% of their portfolio WESTMINSTER, CO 1,205,5671.2m $58.5m $58.5m 5.05% Added +38.8k +38,846
11 Financial Solutions Advisory Group, Inc. 7.93% of their portfolio CHICAGO, IL 1,183,7671.2m $57.4m $57.4m 7.93% First filing
12 CAHABA WEALTH MANAGEMENT, INC. 3.71% of their portfolio Atlanta, GA 1,128,8041.1m $54.7m $54.7m 3.71% Added +64.2k +64,238
13 TRUST POINT INC. 4.60% of their portfolio LA CROSSE, WI 1,092,8771.1m $53.0m $53.0m 4.60% Reduced -696.4k -696,352
14 Prosperity Planning, Inc. 12.50% of their portfolio NORTH KANSAS CITY, MO 1,017,8451.0m $49.3m $49.3m 12.50% Added +52.2k +52,204
15 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 986,851986.9k $47.7m $47.7m 0.00% Reduced -84.3k -84,303
16 Apella Capital, LLC 0.68% of their portfolio WEST HARTFORD, CT 948,515948.5k $46.1m $46.1m 0.68% Added +134.1k +134,093
17 UBS Group AG 0.01% of their portfolio ZURICH, V8 941,355941.4k $45.6m $45.6m 0.01% Reduced -3.7k -3,687
18 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 932,557932.6k $45.2m $45.2m 0.00% Added +73.4k +73,420
19 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 920,694920.7k $44.6m $44.6m 0.00% Reduced -76.9k -76,907
20 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 886,118886.1k $42.9m $42.9m 0.01% Added +19.9k +19,919
21 MBL Wealth, LLC 3.06% of their portfolio CHARLOTTE, NC 834,719834.7k $40.5m $40.5m 3.06% Added +60.3k +60,258
22 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.46% of their portfolio CINCINNATI, OH 741,304741.3k $35.9m $35.9m 0.46% Added +185.1k +185,134
23 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 729,039729.0k $35.4m $35.4m 0.01% Added +23.0k +23,032
24 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 684,938684.9k $33.2m $33.2m 0.01% Added +14.8k +14,796
25 FPC INVESTMENT ADVISORY, INC. 15.82% of their portfolio PETALUMA, CA 653,483653.5k $31.7m $31.7m 15.82% Added +48.2k +48,206
26 Destination Wealth Management 0.80% of their portfolio Walnut Creek, CA 632,675632.7k $30.7m $30.7m 0.80% Added +19.9k +19,892
27 Geneos Wealth Management Inc. 0.65% of their portfolio ENGLEWOOD, CO 581,180581.2k $28.2m $28.2m 0.65% Added +36.3k +36,345
28 Courage Miller Partners, LLC 7.80% of their portfolio NORFOLK, VA 569,876569.9k $27.6m $27.6m 7.80% Added +17.8k +17,826
29 Johnson Financial Group, Inc. 0.98% of their portfolio RACINE, WI 559,017559.0k $27.1m $27.1m 0.98% Added +42.8k +42,751
30 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 557,462557.5k $27.0m $27.0m 0.01% Added +43.9k +43,859
31 CIM, LLC 3.87% of their portfolio ALBANY, NY 551,770551.8k $26.7m $26.7m 3.87% Added +522 +522
32 PITTENGER & ANDERSON INC 1.04% of their portfolio LINCOLN, NE 541,672541.7k $26.2m $26.2m 1.04% Reduced -26.1k -26,119
33 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 524,958525.0k $25.4m $25.4m 0.00% Reduced -6.2k -6,201
34 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 3.06% of their portfolio PITTSBURGH, PA 478,052478.1k $23.2m $23.2m 3.06% Added +31.4k +31,449
35 Beacon Pointe Advisors, LLC 0.12% of their portfolio NEWPORT BEACH, CA 449,530449.5k $21.8m $21.8m 0.12% Added +15.5k +15,460
36 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 439,895439.9k $21.3m $21.3m 0.00% Added +53.9k +53,926
37 Opal Wealth Advisors, LLC 4.56% of their portfolio JERICHO, NY 416,095416.1k $20.2m $20.2m 4.56% Added +12.0k +11,996
38 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 413,258413.3k $20.0m $20.0m 0.01% Added +374.3k +374,322
39 CLEAR WAVE WEALTH MANAGEMENT LLC 5.07% of their portfolio RED BANK, NJ 412,078412.1k $20.0m $20.0m 5.07% First filing
40 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 390,435390.4k $18.9m $18.9m 0.00% Reduced -160.4k -160,406
41 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.02% of their portfolio BALA CYNWYD, PA 371,376371.4k $18.0m $18.0m 0.02% New
42 IRON Financial LLC 7.00% of their portfolio NORTHBROOK, IL 330,572330.6k $16.0m $16.0m 7.00% Reduced -4.9k -4,853
43 WEALTH MANAGEMENT RESOURCES, INC. 5.57% of their portfolio SMITHFIELD, RI 330,044330.0k $16.0m $16.0m 5.57% Added +1.2k +1,158
44 Omega Financial Group, LLC 5.20% of their portfolio Santa Barbara, CA 325,624325.6k $15.8m $15.8m 5.20% Added +22.7k +22,700
45 Alexander Randolph Advisory, Inc. 13.15% of their portfolio MCLEAN, VA 314,851314.9k $15.3m $15.3m 13.15% Added +19.3k +19,341
46 Koss-Olinger Consulting, LLC 1.25% of their portfolio GAINESVILLE, FL 306,997307.0k $14.9m $14.9m 1.25% Reduced -262.0k -261,966
47 Buttonwood Financial Advisors Inc. 4.84% of their portfolio BALTIMORE, MD 298,194298.2k $14.5m $14.5m 4.84% Added +16.9k +16,855
48 Orion Porfolio Solutions, LLC 0.12% of their portfolio OMAHA, NE 278,422278.4k $13.5m $13.5m 0.12% Added +10.9k +10,873
49 Boyd Wealth Management, LLC 5.69% of their portfolio SACRAMENTO, CA 277,861277.9k $13.5m $13.5m 5.69% Added +7.1k +7,130
50 Factor Wealth Management LTD 2.50% of their portfolio CHICAGO, IL 274,123274.1k $13.3m $13.3m 2.50% Added +72.7k +72,728
51 EP Wealth Advisors, LLC 0.06% of their portfolio TORRANCE, CA 266,481266.5k $12.9m $12.9m 0.06% New
52 FIDUCIARY ADVISORS, INC. 9.23% of their portfolio ST. LOUIS, MO 253,484253.5k $12.3m $12.3m 9.23% Added +25.9k +25,853
53 Abundance Wealth Counselors 1.71% of their portfolio STATE COLLEGE, PA 246,328246.3k $11.9m $11.9m 1.71% Added +11.0k +10,968
54 Wescott Financial Advisory Group, LLC 1.04% of their portfolio Philadelphia, PA 245,302245.3k $11.9m $11.9m 1.04% Added +27.5k +27,487
55 Lakeridge Wealth Management LLC 5.11% of their portfolio MENTOR, OH 245,216245.2k $11.9m $11.9m 5.11% Added +34.7k +34,704
56 Ballast Financial Advisors LLC 11.16% of their portfolio WEST CHESTER, PA 224,625224.6k $10.9m $10.9m 11.16% Added +11.5k +11,477
57 Fonville Wealth Management LLC 2.03% of their portfolio RICHMOND, VA 220,154220.2k $10.7m $10.7m 2.03% Added +15.0k +14,991
58 Strategic Financial Partners, Ltd. 4.49% of their portfolio Bend, OR 214,324214.3k $10.4m $10.4m 4.49% Added +50.2k +50,243
59 Crestwood Advisors Group, LLC 0.16% of their portfolio BOSTON, MA 201,065201.1k $9.7m $9.7m 0.16% Added +23.9k +23,920
60 BECKER CAPITAL MANAGEMENT INC 0.29% of their portfolio Portland, OR 200,821200.8k $9.7m $9.7m 0.29% New
61 KEYBANK NATIONAL ASSOCIATION/OH 0.03% of their portfolio BROOKLYN, OH 195,521195.5k $9.5m $9.5m 0.03% Added +32.2k +32,210
62 MORRIS FINANCIAL CONCEPTS, INC. 3.11% of their portfolio MOUNT PLEASANT, SC 188,922188.9k $9.2m $9.2m 3.11% Added +7.5k +7,476
63 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 188,022188.0k $9.1m $9.1m 0.01% Added +15.6k +15,609
64 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 181,760181.8k $8.8m $8.8m 0.01% Added +3.1k +3,112
65 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 181,542181.5k $8.8m $8.8m 0.02% Added +43.2k +43,154
66 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 165,670165.7k $8.0m $8.0m 0.02% Reduced -22.3k -22,342
67 Hoxton Planning & Management, LLC 2.35% of their portfolio SHEPHERDSTOWN, WV 161,928161.9k $7.8m $7.8m 2.35% Reduced -16.4k -16,415
68 KFA Private Wealth Group, LLC 1.87% of their portfolio Tysons, VA 160,458160.5k $7.8m $7.8m 1.87% Added +1.1k +1,081
69 JANE STREET GROUP, LLC 0.01% of their portfolio NEW YORK, NY 156,944156.9k $7.6m $7.6m 0.01% Added +139.3k +139,251
70 Independence Financial Advisors, LLC 2.27% of their portfolio FRANKLIN, NH 156,225156.2k $7.6m $7.6m 2.27% Added +2.2k +2,201
71 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 147,652147.7k $7.2m $7.2m 0.00% Reduced -11.3k -11,283
72 JGP Wealth Management, LLC 0.74% of their portfolio BEND, OR 147,178147.2k $7.1m $7.1m 0.74% Added +4.3k +4,273
73 Gilbert Capital Group, Inc. 5.49% of their portfolio NORTH YARMOUTH, ME 146,576146.6k $7.1m $7.1m 5.49% Reduced -1.6k -1,599
74 CGN Advisors LLC 0.54% of their portfolio MANHATTAN, KS 142,037142.0k $6.9m $6.9m 0.54% Reduced -40.6k -40,563
75 STERLING INVESTMENT ADVISORS LLC /ADV 3.29% of their portfolio BOLIVAR, MO 141,580141.6k $6.9m $6.9m 3.29% Added +2.9k +2,942
76 Values First Advisors, Inc. 3.54% of their portfolio JOHNSON CITY, TN 140,270140.3k $6.8m $6.8m 3.54% Added +3.1k +3,140
77 COMMONWEALTH EQUITY SERVICES, LLC 0.01% of their portfolio WALTHAM, MA 137,647137.6k $6.7m $6.7m 0.01% Reduced -6.0k -5,988
78 PRINCIPAL SECURITIES, INC. 0.10% of their portfolio DES MOINES, IA 134,983135.0k $6.5m $6.5m 0.10% Added +7.6k +7,563
79 COREPATH WEALTH PARTNERS LLC 4.40% of their portfolio SCOTTSDALE, AZ 134,589134.6k $6.5m $6.5m 4.40% Added +722 +722
80 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 134,032134.0k $6.5m $6.5m 0.01% Added +10.8k +10,756
81 Townsend Financial Planning, LLC 6.24% of their portfolio MT STERLING, KY 133,175133.2k $6.5m $6.5m 6.24% Added +6.0k +6,025
82 Baker Ellis Asset Management LLC 0.77% of their portfolio Vancouver, WA 133,165133.2k $6.5m $6.5m 0.77% Reduced -3.9k -3,865
83 Providence First Trust Co 2.23% of their portfolio SCOTTSDALE, AZ 130,588130.6k $6.3m $6.3m 2.23% Unchanged
84 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.45% of their portfolio FORT WAYNE, IN 126,652126.7k $6.1m $6.1m 0.45% Reduced -44.7k -44,703
85 Investment Research Partners LLC 2.45% of their portfolio LEMONT, PA 124,023124.0k $6.0m $6.0m 2.45% Added +16.9k +16,909
86 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 123,872123.9k $6.0m $6.0m 0.04% Added +13.2k +13,229
87 Wealthspire Advisors, LLC 0.05% of their portfolio NEW YORK, NY 123,547123.5k $6.0m $6.0m 0.05% Added +96.5k +96,544
88 Brio Consultants, LLC 0.73% of their portfolio SAN FRANCISCO, CA 123,219123.2k $5.9m $5.9m 0.73% Reduced -904 -904
89 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 118,298118.3k $5.7m $5.7m 0.02% Added +11.3k +11,284
90 Cranbrook Wealth Management, LLC 1.14% of their portfolio Bloomfield Hills, MI 116,120116.1k $5.6m $5.6m 1.14% Reduced -31.0k -30,978
91 SEEDS INVESTOR LLC 0.75% of their portfolio NEW YORK, NY 113,731113.7k $5.5m $5.5m 0.75% Added +21.8k +21,794
92 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 112,760112.8k $5.5m $5.5m 0.03% Reduced -1.8k -1,787
93 1832 Asset Management L.P. 0.01% of their portfolio TORONTO, A6 105,553105.6k $5.1m $5.1m 0.01% Added +7.3k +7,288
94 HighTower Advisors, LLC 0.01% of their portfolio CHICAGO, IL 105,197105.2k $5.1m $5.1m 0.01% Reduced -11.1k -11,139
95 Cannon Financial Strategists, Inc. 0.65% of their portfolio ATHENS, GA 102,105102.1k $4.9m $4.9m 0.65% Added +18.3k +18,309
96 C M BIDWELL & ASSOCIATES LTD 2.28% of their portfolio HONOLULU, HI 100,643100.6k $4.9m $4.9m 2.28% Added +955 +955
97 McClarren Financial Advisors, Inc. 2.75% of their portfolio STATE COLLEGE, PA 95,83495.8k $4.6m $4.6m 2.75% Added +89.6k +89,606
98 PLANNING DIRECTIONS INC 2.35% of their portfolio GLEN MILLS, PA 95,63495.6k $4.6m $4.6m 2.35% New
99 Lutz Financial Services LLC 0.31% of their portfolio OMAHA, NE 94,90594.9k $4.6m $4.6m 0.31% Added +833 +833
100 BLUESTEM FINANCIAL ADVISORS, LLC 1.76% of their portfolio SAVOY, IL 94,19594.2k $4.6m $4.6m 1.76% Reduced -12.3k -12,280