ISHARES CORE 1-5 YEAR USD BO ISTB
$48.12
+0.1% 52w: $46.38 – $48.33
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data46.3847.3648.33
Jun 20, 2025 Jul 2, 2026
Institutional holders
393
+6 QoQ
13F value
$3.45B
+4.8% QoQ
Smart-money holders
9
signal tier ≥ 2
New smart buyers
1
Q1 2026
Options barometer
0.8×
$640K calls / $781K puts
Institutional value by quarter
Number of holders
Who owns ISTB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Acorns Advisers, LLC | Wealth advisor | 11.8M | $572.9M | 4.3% | +2.3% |
| BlackRock, Inc. | Index provider | 5.7M | $277.6M | 0.0% | +3.6% |
| STATE OF WISCONSIN INVESTMENT BOARD | Diversified mechanical | 5.4M | $262.4M | 0.6% | +1.9% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.6M | $124.5M | 0.0% | +9.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 2.3M | $111.0M | 0.0% | +3.0% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 1.8M | $85.1M | 0.0% | +23.2% |
| SPINNAKER TRUST | Wealth advisor | 1.4M | $66.9M | 3.7% | -0.3% |
| Seven Springs Wealth Group, LLC | Wealth advisor | 1.4M | $65.7M | 15.2% | New |
| Mariner, LLC | Diversified mechanical | 1.3M | $64.0M | 0.1% | +2.8% |
| Townsend & Associates, Inc | Other | 1.2M | $58.5M | 5.0% | +3.3% |
| Financial Solutions Advisory Group, Inc. | Wealth advisor | 1.2M | $57.4M | 7.9% | — |
| CAHABA WEALTH MANAGEMENT, INC. | Wealth advisor | 1.1M | $54.7M | 3.7% | +6.0% |
| TRUST POINT INC. | Wealth advisor | 1.1M | $53.0M | 4.6% | -38.9% |
| JPMORGAN CHASE & CO | Bank broker | 986.9K | $47.7M | 0.0% | -7.9% |
| Apella Capital, LLC | Wealth advisor | 948.5K | $46.1M | 0.7% | +16.5% |
| UBS Group AG | Bank broker | 941.4K | $45.6M | 0.0% | -0.4% |
| MORGAN STANLEY | Bank broker | 932.6K | $45.2M | 0.0% | +8.5% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 920.7K | $44.6M | 0.0% | -7.7% |
| LPL Financial LLC | Bank broker | 886.1K | $42.9M | 0.0% | +2.3% |
| MBL Wealth, LLC | Wealth advisor | 834.7K | $40.5M | 3.1% | +7.8% |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | Diversified mechanical | 741.3K | $35.9M | 0.5% | +33.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 729.0K | $35.4M | 0.0% | +3.3% |
| WELLS FARGO & COMPANY/MN | Bank broker | 684.9K | $33.2M | 0.0% | +2.2% |
| FPC INVESTMENT ADVISORY, INC. | Wealth advisor | 653.5K | $31.7M | 15.8% | +8.0% |
| Destination Wealth Management | Wealth advisor | 632.7K | $30.7M | 0.8% | +3.2% |
| Geneos Wealth Management Inc. | Wealth advisor | 581.2K | $28.2M | 0.7% | +6.7% |
| Courage Miller Partners, LLC | Wealth advisor | 569.9K | $27.6M | 7.8% | +3.2% |
| Johnson Financial Group, Inc. | Wealth advisor | 559.0K | $27.1M | 1.0% | +8.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 557.5K | $27.0M | 0.0% | +8.5% |
| CIM, LLC ★2 | Fundamental diversified | 551.8K | $26.7M | 3.9% | +0.1% |
| PITTENGER & ANDERSON INC | Other | 541.7K | $26.2M | 1.0% | -4.6% |
| ROYAL BANK OF CANADA | Bank broker | 525.0K | $25.4M | 0.0% | -1.2% |
| HUNTER ASSOCIATES INVESTMENT MANAGEMENT LLC | Other | 478.1K | $23.2M | 3.1% | +7.0% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 449.5K | $21.8M | 0.1% | +3.6% |
| Bank of New York Mellon Corp | Diversified mechanical | 439.9K | $21.3M | 0.0% | +14.0% |
| Opal Wealth Advisors, LLC | Wealth advisor | 416.1K | $20.2M | 4.6% | +3.0% |
| CITADEL ADVISORS LLC | Multistrat pod | 413.3K | $20.0M | 0.0% | +961.4% |
| CLEAR WAVE WEALTH MANAGEMENT LLC | Wealth advisor | 412.1K | $20.0M | 5.1% | — |
| GOLDMAN SACHS GROUP INC | Bank broker | 390.4K | $18.9M | 0.0% | -29.1% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 371.4K | $18.0M | 0.0% | New |
| IRON Financial LLC | Wealth advisor | 330.6K | $16.0M | 7.0% | -1.4% |
| WEALTH MANAGEMENT RESOURCES, INC. | Wealth advisor | 330.0K | $16.0M | 5.6% | +0.4% |
| Omega Financial Group, LLC | Wealth advisor | 325.6K | $15.8M | 5.2% | +7.5% |
| Alexander Randolph Advisory, Inc. | Other | 314.9K | $15.3M | 13.2% | +6.5% |
| Koss-Olinger Consulting, LLC | Wealth advisor | 307.0K | $14.9M | 1.2% | -46.0% |
| Buttonwood Financial Advisors Inc. | Other | 298.2K | $14.5M | 4.8% | +6.0% |
| Orion Porfolio Solutions, LLC | Wealth advisor | 278.4K | $13.5M | 0.1% | +4.1% |
| Boyd Wealth Management, LLC | Wealth advisor | 277.9K | $13.5M | 5.7% | +2.6% |
| Factor Wealth Management LTD | Wealth advisor | 274.1K | $13.3M | 2.5% | +36.1% |
| EP Wealth Advisors, LLC | Wealth advisor | 266.5K | $12.9M | 0.1% | New |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.