Vault-13

ISHARES TR ISTB

CORE 1 5 YR USD · ETP · CUSIP 46432F859

400 institutional holders +2 vs Q1 2026
78,419,55078.4m shares reported held*
$3.8bnreported value*
34 new 171 added 128 reduced 35 sold out net bought ≈ $339.5m (+7.1m 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 ≈ $48.79.

Trends to Q2 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: 398Q2 26: 400400Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026400

Buyers vs sellers

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

Bought or addedCut or sold out
4000400Q3 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 25Q1 26: 220 bought or addedQ1 26: 139 cut or sold outQ2 26: 205 bought or addedQ2 26: 163 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024174160
Q4 2024194141
Q1 2025194158
Q2 2025190151
Q3 2025192150
Q4 2025196144
Q1 2026220139
Q2 2026205163

Calls vs puts

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

CallsPuts
$0$200k$400k$600k$800kQ3 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 —Q2 26 calls: $0Q2 26 puts: $0Q2 26P/C —
Numbers
QuarterCallsPutsP/C
Q3 2025$639.8k$781.4k1.22
Q4 2025$0$0—
Q1 2026$0$0—
Q2 2026$0$0—

Biggest buyers

Triad Wealth Partners, LLC New +2,603,382+2.6m
BlackRock, Inc. Added +2,027,231+2.0m
LJI Wealth Management, LLC Added +1,176,919+1.2m
Acorns Advisers, LLC Added +946,675+946.7k
JONES FINANCIAL COMPANIES LLLP Added +294,900+294.9k
Abundance Wealth Counselors Added +259,998+260.0k
Cambridge Investment Research Advisors, Inc. Added +196,970+197.0k
SPIRIT OF AMERICA MANAGEMENT CORP/NY Added +190,523+190.5k
MORGAN STANLEY Added +186,947+186.9k
COMMONWEALTH EQUITY SERVICES, LLC Added +157,122+157.1k

Biggest sellers

CITADEL ADVISORS LLC Sold out -413,258-413.3k
Johnson Financial Group, Inc. Reduced -393,620-393.6k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -355,760-355.8k
Boyd Wealth Management, LLC Sold out -277,861-277.9k
Koss-Olinger Consulting, LLC Reduced -219,422-219.4k
Seven Springs Wealth Group, LLC Reduced -212,159-212.2k
Strategic Financial Partners, Ltd. Reduced -187,041-187.0k
GOLDMAN SACHS GROUP INC Reduced -177,047-177.0k
JANE STREET GROUP, LLC Reduced -149,505-149.5k
Investment Research Partners LLC Sold out -124,023-124.0k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Acorns Advisers, LLC 4.02% of their portfolio IRVINE, CA 12,768,27112.8m $616.1m $616.1m 4.02% Added +946.7k +946,675
2 BlackRock, Inc. 0.01% of their portfolio New York, NY 7,755,1897.8m $374.2m $374.2m 0.01% Added +2.0m +2,027,231
3 STATE OF WISCONSIN INVESTMENT BOARD 0.54% of their portfolio MADISON, WI 5,549,7255.5m $267.8m $267.8m 0.54% Added +134.7k +134,700
4 CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.02% of their portfolio SAN FRANCISCO, CA 2,625,2572.6m $126.7m $126.7m 0.02% Added +56.4k +56,362
5 Triad Wealth Partners, LLC 7.39% of their portfolio LAWRENCE, KS 2,603,3822.6m $124.7m $124.7m 7.39% New
6 RAYMOND JAMES FINANCIAL INC 0.03% of their portfolio ST. PETERSBURG, FL 2,421,6152.4m $116.8m $116.8m 0.03% Added +132.0k +131,957
7 JONES FINANCIAL COMPANIES LLLP 0.04% of their portfolio DES PERES, MO 2,057,3772.1m $99.4m $99.4m 0.04% Added +294.9k +294,900
8 Mariner, LLC 0.07% of their portfolio Overland Park, KS 1,409,3981.4m $68.0m $68.0m 0.07% Added +88.6k +88,637
9 SPINNAKER TRUST 3.21% of their portfolio PORTLAND, ME 1,370,3841.4m $66.1m $66.1m 3.21% Reduced -9.9k -9,852
10 Townsend & Associates, Inc 5.08% of their portfolio WESTMINSTER, CO 1,240,6311.2m $59.6m $59.6m 5.08% Added +35.1k +35,064
11 CAHABA WEALTH MANAGEMENT, INC. 3.53% of their portfolio Atlanta, GA 1,213,7391.2m $58.6m $58.6m 3.53% Added +84.9k +84,935
12 LJI Wealth Management, LLC 8.10% of their portfolio INDIANAPOLIS, IN 1,198,6941.2m $57.8m $57.8m 8.10% Added +1.2m +1,176,919
13 Seven Springs Wealth Group, LLC 12.05% of their portfolio BRENTWOOD, TN 1,144,2071.1m $55.2m $55.2m 12.05% Reduced -212.2k -212,159
14 Financial Solutions Advisory Group, Inc. 6.83% of their portfolio CHICAGO, IL 1,124,2851.1m $54.0m $54.0m 6.83% Reduced -59.5k -59,482
15 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 1,119,5041.1m $54.0m $54.0m 0.00% Added +186.9k +186,947
16 Prosperity Planning, Inc. 12.15% of their portfolio NORTH KANSAS CITY, MO 1,098,2521.1m $53.0m $53.0m 12.15% Added +80.4k +80,407
17 TRUST POINT INC. 4.49% of their portfolio LA CROSSE, WI 1,096,2101.1m $52.9m $52.9m 4.49% Added +3.3k +3,333
18 Apella Capital, LLC 0.74% of their portfolio WEST HARTFORD, CT 1,085,6861.1m $52.2m $52.2m 0.74% Added +137.2k +137,171
19 UBS Group AG 0.01% of their portfolio ZURICH, V8 983,998984.0k $47.5m $47.5m 0.01% Added +42.6k +42,643
20 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 967,738967.7k $46.7m $46.7m 0.00% Reduced -19.1k -19,113
21 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 941,481941.5k $45.4m $45.4m 0.00% Added +20.8k +20,787
22 MBL Wealth, LLC 2.88% of their portfolio CHARLOTTE, NC 874,816874.8k $42.2m $42.2m 2.88% Added +40.1k +40,097
23 LPL Financial LLC 0.01% of their portfolio FORT MILL, SC 852,550852.5k $41.1m $41.1m 0.01% Reduced -33.6k -33,568
24 BARTLETT & CO. WEALTH MANAGEMENT LLC 0.51% of their portfolio CINCINNATI, OH 852,449852.4k $41.1m $41.1m 0.51% Added +111.1k +111,145
25 WELLS FARGO & COMPANY/MN 0.01% of their portfolio SAN FRANCISCO, CA 711,800711.8k $34.3m $34.3m 0.01% Added +26.9k +26,862
26 FPC INVESTMENT ADVISORY, INC. 15.63% of their portfolio PETALUMA, CA 688,511688.5k $33.1m $33.1m 15.63% Added +35.0k +35,028
27 AMERIPRISE FINANCIAL INC 0.01% of their portfolio MINNEAPOLIS, MN 674,028674.0k $32.5m $32.5m 0.01% Reduced -55.0k -55,011
28 Destination Wealth Management 0.73% of their portfolio Walnut Creek, CA 644,170644.2k $31.1m $31.1m 0.73% Added +11.5k +11,495
29 Geneos Wealth Management Inc. 0.60% of their portfolio ENGLEWOOD, CO 612,142612.1k $29.5m $29.5m 0.60% Added +31.0k +30,962
30 ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio Berwyn, PA 609,935609.9k $29.4m $29.4m 0.01% Added +52.5k +52,473
31 Courage Miller Partners, LLC 7.57% of their portfolio NORFOLK, VA 594,284594.3k $28.7m $28.7m 7.57% Added +24.4k +24,408
32 CIM, LLC 3.45% of their portfolio ALBANY, NY 553,486553.5k $26.7m $26.7m 3.45% Added +1.7k +1,716
33 PITTENGER & ANDERSON INC 0.95% of their portfolio LINCOLN, NE 552,509552.5k $26.7m $26.7m 0.95% Added +10.8k +10,837
34 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 543,043543.0k $26.2m $26.2m 0.00% Added +18.1k +18,085
35 Abundance Wealth Counselors 1.59% of their portfolio STATE COLLEGE, PA 506,326506.3k $24.4m $24.4m 1.59% Added +260.0k +259,998
36 HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC 2.77% of their portfolio PITTSBURGH, PA 499,846499.8k $24.1m $24.1m 2.77% Added +21.8k +21,794
37 Bank of New York Mellon Corp 0.00% of their portfolio NEW YORK, NY 443,088443.1k $21.4m $21.4m 0.00% Added +3.2k +3,193
38 Beacon Pointe Advisors, LLC 0.10% of their portfolio NEWPORT BEACH, CA 442,762442.8k $21.4m $21.4m 0.10% Reduced -6.8k -6,768
39 CLEAR WAVE WEALTH MANAGEMENT LLC 4.72% of their portfolio RED BANK, NJ 440,393440.4k $21.2m $21.2m 4.72% Added +28.3k +28,315
40 Opal Wealth Advisors, LLC 4.32% of their portfolio JERICHO, NY 414,929414.9k $20.0m $20.0m 4.32% Reduced -1.2k -1,166
41 Factor Wealth Management LTD 2.97% of their portfolio CHICAGO, IL 407,283407.3k $19.7m $19.7m 2.97% Added +133.2k +133,160
42 Cambridge Investment Research Advisors, Inc. 0.02% of their portfolio FAIRFIELD, IA 378,512378.5k $18.3m $18.3m 0.02% Added +197.0k +196,970
43 WEALTH MANAGEMENT RESOURCES, INC. 5.35% of their portfolio SMITHFIELD, RI 359,263359.3k $17.3m $17.3m 5.35% Added +29.2k +29,219
44 Omega Financial Group, LLC 5.05% of their portfolio Santa Barbara, CA 343,682343.7k $16.6m $16.6m 5.05% Added +18.1k +18,058
45 IRON Financial LLC 6.57% of their portfolio NORTHBROOK, IL 329,734329.7k $15.9m $15.9m 6.57% Reduced -838 -838
46 Orion Porfolio Solutions, LLC 0.12% of their portfolio OMAHA, NE 328,255328.3k $15.8m $15.8m 0.12% Added +49.8k +49,833
47 Alexander Randolph Advisory, Inc. 13.04% of their portfolio MCLEAN, VA 328,042328.0k $15.8m $15.8m 13.04% Added +13.2k +13,191
48 Lakeridge Wealth Management LLC 5.64% of their portfolio MENTOR, OH 318,545318.5k $15.4m $15.4m 5.64% Added +73.3k +73,329
49 COMMONWEALTH EQUITY SERVICES, LLC 0.02% of their portfolio WALTHAM, MA 294,769294.8k $14.2m $14.2m 0.02% Added +157.1k +157,122
50 FIDUCIARY ADVISORS, INC. 8.80% of their portfolio ST. LOUIS, MO 270,975271.0k $13.1m $13.1m 8.80% Added +17.5k +17,491
51 Wescott Financial Advisory Group, LLC 0.98% of their portfolio Philadelphia, PA 262,339262.3k $12.7m $12.7m 0.98% Added +17.0k +17,037
52 Buttonwood Financial Advisors Inc. 3.84% of their portfolio BALTIMORE, MD 261,384261.4k $12.6m $12.6m 3.84% Reduced -36.8k -36,810
53 Ballast Financial Advisors LLC 10.83% of their portfolio WEST CHESTER, PA 248,050248.1k $12.0m $12.0m 10.83% Added +23.4k +23,425
54 MML INVESTORS SERVICES, LLC 0.02% of their portfolio SPRINGFIELD, MA 228,646228.6k $11.0m $11.0m 0.02% Added +63.0k +62,976
55 Fonville Wealth Management LLC 1.79% of their portfolio RICHMOND, VA 226,567226.6k $10.9m $10.9m 1.79% Added +6.4k +6,413
56 KEYBANK NATIONAL ASSOCIATION/OH 0.04% of their portfolio BROOKLYN, OH 221,164221.2k $10.7m $10.7m 0.04% Added +25.6k +25,643
57 Crestwood Advisors Group, LLC 0.16% of their portfolio BOSTON, MA 217,189217.2k $10.5m $10.5m 0.16% Added +16.1k +16,124
58 GOLDMAN SACHS GROUP INC 0.00% of their portfolio NEW YORK, NY 213,388213.4k $10.3m $10.3m 0.00% Reduced -177.0k -177,047
59 EP Wealth Advisors, LLC 0.04% of their portfolio TORRANCE, CA 210,758210.8k $10.2m $10.2m 0.04% Reduced -55.7k -55,723
60 BECKER CAPITAL MANAGEMENT INC 0.26% of their portfolio Portland, OR 200,821200.8k $9.7m $9.7m 0.26% Unchanged
61 SPIRIT OF AMERICA MANAGEMENT CORP/NY 0.00% of their portfolio SYOSSET, NY 195,083195.1k $4.1k $4.1k 0.00% Added +190.5k +190,523
62 KFA Private Wealth Group, LLC 2.22% of their portfolio Tysons, VA 191,066191.1k $9.2m $9.2m 2.22% Added +30.6k +30,608
63 MORRIS FINANCIAL CONCEPTS, INC. 2.75% of their portfolio MOUNT PLEASANT, SC 185,878185.9k $9.0m $9.0m 2.75% Reduced -3.0k -3,044
64 NATIXIS ADVISORS, LLC 0.01% of their portfolio Boston, MA 184,109184.1k $8.9m $8.9m 0.01% Added +50.1k +50,077
65 Cetera Investment Advisers 0.01% of their portfolio SCHAUMBURG, IL 178,541178.5k $8.6m $8.6m 0.01% Reduced -3.2k -3,219
66 OSAIC HOLDINGS, INC. 0.01% of their portfolio SCOTTSDALE, AZ 176,901176.9k $8.5m $8.5m 0.01% Reduced -11.1k -11,121
67 Johnson Financial Group, Inc. 0.26% of their portfolio RACINE, WI 165,397165.4k $8.0m $8.0m 0.26% Reduced -393.6k -393,620
68 MARYLAND CAPITAL ADVISORS INC. 2.46% of their portfolio CHESTER, MD 159,137159.1k $7.7m $7.7m 2.46% First filing
69 Independence Financial Advisors, LLC 1.91% of their portfolio FRANKLIN, NH 152,851152.9k $7.4m $7.4m 1.91% Reduced -3.4k -3,374
70 Hoxton Planning & Management, LLC 1.91% of their portfolio SHEPHERDSTOWN, WV 151,828151.8k $7.3m $7.3m 1.91% Reduced -10.1k -10,100
71 JGP Wealth Management, LLC 0.65% of their portfolio BEND, OR 150,065150.1k $7.2m $7.2m 0.65% Added +2.9k +2,887
72 Washington Trust Bank 0.50% of their portfolio Spokane, WA 146,947146.9k $7.1m $7.1m 0.50% Added +61.0k +60,960
73 STERLING INVESTMENT ADVISORS LLC /ADV 3.14% of their portfolio BOLIVAR, MO 144,939144.9k $7.0m $7.0m 3.14% Added +3.4k +3,359
74 Values First Advisors, Inc. 3.19% of their portfolio JOHNSON CITY, TN 144,740144.7k $7.0m $7.0m 3.19% Added +4.5k +4,470
75 Creative Planning 0.00% of their portfolio OVERLAND PARK, KS 143,802143.8k $6.9m $6.9m 0.00% Reduced -3.9k -3,850
76 PRINCIPAL SECURITIES, INC. 0.08% of their portfolio DES MOINES, IA 141,607141.6k $6.8m $6.8m 0.08% Added +6.6k +6,624
77 COREPATH WEALTH PARTNERS LLC 4.22% of their portfolio SCOTTSDALE, AZ 140,922140.9k $6.8m $6.8m 4.22% Added +6.3k +6,333
78 Townsend Financial Planning, LLC 5.89% of their portfolio MT STERLING, KY 140,081140.1k $6.8m $6.8m 5.89% Added +6.9k +6,906
79 Equitable Holdings, Inc. 0.04% of their portfolio NEW YORK, NY 132,987133.0k $6.4m $6.4m 0.04% Added +9.1k +9,115
80 Gilbert Capital Group, Inc. 4.43% of their portfolio NORTH YARMOUTH, ME 131,010131.0k $6.3m $6.3m 4.43% Reduced -15.6k -15,566
81 Providence First Trust Co 1.76% of their portfolio SCOTTSDALE, AZ 130,588130.6k $6.3m $6.3m 1.76% Unchanged
82 1832 Asset Management L.P. 0.01% of their portfolio TORONTO, A6 126,121126.1k $6.1m $6.1m 0.01% Added +20.6k +20,568
83 CGN Advisors LLC 0.44% of their portfolio MANHATTAN, KS 123,897123.9k $6.0m $6.0m 0.44% Reduced -18.1k -18,140
84 SEEDS INVESTOR LLC 0.61% of their portfolio NEW YORK, NY 123,851123.9k $6.0m $6.0m 0.61% Added +10.1k +10,120
85 Brio Consultants, LLC 0.70% of their portfolio SAN FRANCISCO, CA 123,399123.4k $6.0m $6.0m 0.70% Added +180 +180
86 Baker Ellis Asset Management LLC 0.61% of their portfolio Vancouver, WA 120,890120.9k $5.8m $5.8m 0.61% Reduced -12.3k -12,275
87 AtlasMark Financial, Inc 2.74% of their portfolio AUSTIN, TX 115,402115.4k $5.6m $5.6m 2.74% Added +23.8k +23,788
88 Kestra Advisory Services, LLC 0.02% of their portfolio AUSTIN, TX 114,838114.8k $5.5m $5.5m 0.02% Reduced -3.5k -3,460
89 Steward Partners Investment Advisory, LLC 0.03% of their portfolio STAMFORD, CT 112,066112.1k $5.4m $5.4m 0.03% Reduced -694 -694
90 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.01% of their portfolio PLYMOUTH, MN 111,009111.0k $5.3m $5.3m 0.01% Added +28.2k +28,210
91 eCIO, Inc. 1.46% of their portfolio MADISON, WI 107,864107.9k $5.2m $5.2m 1.46% Added +48.7k +48,671
92 Cranbrook Wealth Management, LLC 0.97% of their portfolio Bloomfield Hills, MI 107,688107.7k $5.2m $5.2m 0.97% Reduced -8.4k -8,432
93 PLANNING DIRECTIONS INC 2.36% of their portfolio GLEN MILLS, PA 105,786105.8k $5.1m $5.1m 2.36% Added +10.2k +10,152
94 Cannon Financial Strategists, Inc. 0.57% of their portfolio ATHENS, GA 103,207103.2k $5.0m $5.0m 0.57% Added +1.1k +1,102
95 McClarren Financial Advisors, Inc. 2.56% of their portfolio STATE COLLEGE, PA 102,766102.8k $5.0m $5.0m 2.56% Added +6.9k +6,932
96 C M BIDWELL & ASSOCIATES LTD 2.00% of their portfolio HONOLULU, HI 101,628101.6k $4.9m $4.9m 2.00% Added +985 +985
97 Lutz Financial Services LLC 0.28% of their portfolio OMAHA, NE 96,22996.2k $4.6m $4.6m 0.28% Added +1.3k +1,324
98 HighTower Advisors, LLC 0.00% of their portfolio CHICAGO, IL 93,34593.3k $4.5m $4.5m 0.00% Reduced -11.9k -11,852
99 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.33% of their portfolio FORT WAYNE, IN 92,55892.6k $4.5m $4.5m 0.33% Reduced -34.1k -34,094
100 BLUESTEM FINANCIAL ADVISORS, LLC 1.56% of their portfolio SAVOY, IL 92,21792.2k $4.4m $4.4m 1.56% Reduced -2.0k -1,978