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iShares Core 1-5 Year USD Bond ETF (ISTB) Institutional Ownership

iShares Core 1-5 Year USD Bond ETF logo
$48.22 0.00 (0.00%)
Closing price 04/17/2025 04:00 PM Eastern
Extended Trading
$48.22 +0.01 (+0.01%)
As of 04/17/2025 04:09 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Core 1-5 Year USD Bond ETF (NASDAQ:ISTB)

Number of
Institutional Buyers
(last 12 months)
236
Total
Institutional Inflows
(last 12 months)
$436.75M
Number of
Institutional Sellers
(last 12 months)
156
Total
Institutional Outflows
(last 12 months)
$196.31M
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ISTB Institutional Buying and Selling by Quarter

iShares Core 1-5 Year USD Bond ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Vicus Capital21,570$1.04M0.1%-1.4%0.023%
4/17/2025 Stephens Consulting LLC8,317$402K0.1%-2.7%0.009%
4/17/2025 Janney Montgomery Scott LLC17,105$827K0.0%-8.6%0.018%
4/17/2025 Columbus Macro LLC38,483$1.86M0.2%+1.8%0.041%
4/17/2025 Arkansas Financial Group Inc.143,905$6.90M1.2%-4.9%0.154%
4/17/2025 Affinity Capital Advisors LLC6,634$318K0.1%-12.0%0.007%
4/16/2025 Lakeridge Wealth Management LLC206,067$9.96M5.0%+6.8%0.220%
4/16/2025 Opal Wealth Advisors LLC368,660$17.83M5.5%+8.2%0.394%
4/16/2025 Wealth Enhancement Advisory Services LLC63,694$3.08M0.0%+5.2%0.068%
4/16/2025 Goldstone Financial Group LLC61,294$2.96M0.4%+4.0%0.065%
4/15/2025 Baker Ellis Asset Management LLC125,700$6.08M0.9%+16.9%0.134%
4/15/2025 McKinley Carter Wealth Services Inc.47,269$2.29M0.1%-77.8%0.051%
4/15/2025 Fiduciary Advisors Inc.174,720$8.45M8.3%+5.5%0.187%
4/15/2025 CX Institutional2,382$115K0.0%N/A0.003%
4/14/2025 Investment Advisory Group LLC50,286$2.43M0.8%+2.3%0.054%
4/14/2025 Farther Finance Advisors LLC1,258$61K0.0%+223.4%0.001%
4/14/2025 City Holding Co.45,486$2.20M0.3%+7.5%0.049%
4/14/2025 Park Avenue Securities LLC12,954$626K0.0%-2.5%0.014%
4/14/2025 Dentgroup LLC106,782$5.16M3.9%+42.6%0.114%
4/14/2025 Miracle Mile Advisors LLC12,263$593K0.0%-33.8%0.013%
4/14/2025 Charter Oak Capital Management LLC37,142$1.80M0.2%-7.1%0.040%
4/11/2025 Pine Haven Investment Counsel Inc16,185$783K0.7%+9.1%0.018%
4/11/2025 Cranbrook Wealth Management LLC162,198$7.84M1.8%-2.6%0.180%
4/11/2025 Burkett Financial Services LLC2,141$104K0.0%+115.4%0.002%
4/11/2025 MKT Advisors LLC39,053$1.88M0.8%+15.3%0.043%
4/11/2025 Curat Global LLC5,173$261K0.3%N/A0.006%
4/11/2025 Prosperity Planning Inc.834,509$40.35M12.6%+5.3%0.924%
4/10/2025 Apella Capital LLC240,656$11.57M0.4%+534.9%0.267%
4/10/2025 CGN Advisors LLC198,702$9.61M0.9%+9.8%0.220%
4/10/2025 Rialto Wealth Management LLC32,003$1.55M0.5%-2.0%0.035%
4/9/2025 Merit Financial Group LLC32,903$1.59M0.0%N/A0.036%
4/9/2025 Donor Advised Charitable Giving Inc.15,083$729K0.0%+92.8%0.017%
4/9/2025 Quad Cities Investment Group LLC20,359$984K0.5%+5.6%0.023%
4/9/2025 NBC Securities Inc.760$36K0.0%+75,900.0%0.001%
4/9/2025 JGP Wealth Management LLC131,015$6.34M0.8%+8.6%0.145%
4/8/2025 Rooted Wealth Advisors Inc.78,356$3.79M1.6%+9.4%0.087%
4/7/2025 FC Advisory LLC32,305$1.56M0.5%+3.3%0.037%
4/3/2025 First Hawaiian Bank89,050$4.31M0.3%+0.7%0.101%
3/17/2025 Wealth Enhancement Advisory Services LLC60,541$2.89M0.0%+42.7%0.068%
3/3/2025Cim LLC536,611$25.63M3.7%+3.3%0.604%
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2/24/2025Ameriflex Group Inc.706$34K0.0%N/A0.001%
2/18/2025Headinvest LLC19,847$948K0.2%-1.3%0.022%
2/18/2025Focus Partners Advisor Solutions LLC44,387$2.12M0.0%+1.1%0.050%
2/17/2025TrueWealth Financial Partners41,869$2M1.2%-0.9%0.047%
2/17/2025Studio Investment Management LLC45,474$2.17M0.5%-1.6%0.051%
2/17/2025Royal Bank of Canada607,626$29.03M0.0%-28.3%0.683%
2/17/2025MJP Associates Inc. ADV128,076$6.12M1.1%+3.5%0.144%
2/17/2025Focus Partners Wealth31,242$1.49M0.0%+100.7%0.035%
2/17/2025Evensky & Katz LLC12,390$592K0.0%+4.6%0.014%
2/17/2025Colonial Trust Co SC11,742$561K0.1%-16.9%0.013%
2/17/2025Cetera Investment Advisers134,890$6.44M0.0%+13.2%0.152%
2/17/2025Captrust Financial Advisors31,176$1.49M0.0%+3.9%0.035%
2/17/2025Baird Financial Group Inc.31,140$1.49M0.0%+1.4%0.035%
2/17/2025Banque Transatlantique SA2,352$112K0.0%N/A0.003%
2/17/2025Bank of America Corp DE766,894$36.64M0.0%-13.8%0.863%
2/17/2025BIP Wealth LLC6,694$320K0.0%+52.9%0.008%
2/17/2025BNP Paribas Financial Markets969$46K0.0%N/A0.001%
2/17/2025Ameriprise Financial Inc.525,942$25.12M0.0%+18.5%0.592%
2/17/2025Aptus Capital Advisors LLC22,673$1.08M0.0%-18.6%0.026%
2/14/2025South Plains Financial Inc.28,419$1.36M1.0%N/A0.032%
2/14/2025FAS Wealth Partners Inc.3,321$159K0.0%-40.5%0.004%
2/14/2025Rehmann Capital Advisory Group5,584$267K0.0%-8.4%0.006%
2/14/2025Comerica Bank28,976$1.38M0.0%+78.0%0.033%
2/14/2025Bellwether Advisors LLC26,844$1.28M0.2%+0.8%0.030%
2/14/2025Beacon Pointe Advisors LLC342,410$16.36M0.2%-0.6%0.385%
2/14/2025Betterment LLC39,779$1.90M0.0%+1.4%0.045%
2/14/2025Johnson Financial Group Inc.333,444$16.02M0.8%-16.5%0.375%
2/14/2025Coldstream Capital Management Inc.6,304$301K0.0%-6.3%0.007%
2/14/2025Kovitz Investment Group Partners LLC7,158$342K0.0%-21.2%0.008%
2/14/2025Integrated Wealth Concepts LLC17,052$815K0.0%+9.2%0.019%
2/14/2025Steel Grove Capital Advisors LLC4,305$206K0.0%-33.7%0.005%
2/14/2025Stifel Financial Corp27,610$1.32M0.0%-5.1%0.031%
2/14/2025OneDigital Investment Advisors LLC69,275$3.31M0.0%+2.3%0.078%
2/14/2025TD Waterhouse Canada Inc.11,463$547K0.0%+35.0%0.013%
2/14/2025Wealth Dimensions Group Ltd.47,586$2.27M0.6%+1.0%0.054%
2/14/2025MML Investors Services LLC128,197$6.12M0.0%+4.2%0.144%
2/13/2025Greenwood Gearhart Inc.10,560$504K0.0%N/A0.012%
2/13/2025NewEdge Advisors LLC38,641$1.85M0.0%+53.8%0.043%
2/13/2025Rather & Kittrell Inc.25,807$1.23M0.3%-15.0%0.029%
2/13/2025Acorns Advisers LLC10,728,367$512.49M5.0%+4.9%12.068%
2/13/2025Cahaba Wealth Management Inc.925,379$44.21M3.7%+4.9%1.041%
2/13/2025Mariner LLC1,132,511$54.10M0.1%+5.6%1.274%
2/13/2025Stone House Investment Management LLC34,886$1.67M0.4%-11.1%0.039%
2/13/2025Seeds Investor LLC60,809$2.91M0.8%+21.3%0.068%
2/13/2025Rockefeller Capital Management L.P.94,549$4.52M0.0%+4.1%0.106%
2/13/2025Colonial Trust Advisors11,998$573K0.1%-5.0%0.013%
2/13/2025Advisory Services Network LLC21,752$1.04M0.0%-1.5%0.024%
2/13/2025Renaissance Technologies LLC225,012$10.75M0.0%-6.8%0.253%
2/13/2025Bank of Montreal Can203,646$9.73M0.0%+0.6%0.229%
2/13/2025Cerity Partners LLC28,978$1.38M0.0%-10.4%0.033%
Trump to unlock 15-figure fortune for America (May 3rd) ? (Ad)

We were shown this map by former Presidential Advisor, Jim Rickards, one of the most politically connected men in America. Rickards has spent his fifty-year career in the innermost circles of the U.S. government and banking. And he believes Trump could soon release this frozen asset to the public.

But something even more spectacular is bound to happen. And those who know what to expect could make
2/13/2025Envestnet Asset Management Inc.597,640$28.55M0.0%+3.1%0.672%
2/13/2025Oarsman Capital Inc.33,428$1.60M0.3%+13.2%0.038%
2/13/2025Wells Fargo & Company MN598,274$28.58M0.0%+7.7%0.673%
2/12/2025Wescott Financial Advisory Group LLC172,389$8.24M0.9%+13.6%0.194%
2/12/2025World Investment Advisors4,772$228K0.0%N/A0.005%
2/12/2025National Bank of Canada FI16,959$810K0.0%+20.6%0.019%
2/12/2025Summit Financial LLC6,382$305K0.0%-71.8%0.007%
2/12/2025C M Bidwell & Associates Ltd.95,998$4.59M2.8%+6.1%0.108%
2/12/2025Joseph Group Capital Management50,318$2.40M0.9%+16.9%0.057%
2/12/2025 Life Planning Partners Inc114,982$5.49M0.8%N/A0.129%
(Data available from 1/1/2016 forward)

ISTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISTB shares?

During the previous two years, 437 institutional investors and hedge funds held shares of iShares Core 1-5 Year USD Bond ETF. The most heavily invested institutionals were Acorns Advisers LLC ($512.49M), Charles Schwab Investment Management Inc. ($146.57M), Raymond James Financial Inc. ($90.76M), Spinnaker Trust ($71.88M), Mariner LLC ($54.10M), UBS Group AG ($51.75M), and Townsend & Associates Inc ($49.13M).Learn more on ISTB's institutional investors.

Which institutional investors have been buying iShares Core 1-5 Year USD Bond ETF stock?

Of the 352 institutional investors that purchased iShares Core 1-5 Year USD Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($1.90M), Charles Schwab Investment Management Inc. ($1.64M), Acorns Advisers LLC ($1.57M), Spinnaker Trust ($1.44M), Townsend & Associates Inc ($892.17K), Kovitz Investment Group Partners LLC ($729.37K), and International Assets Investment Management LLC ($589.76K).

How much institutional buying is happening at iShares Core 1-5 Year USD Bond ETF?

Institutional investors have bought a total of 22,942,935 shares in the last 24 months. This purchase volume represents approximately $1.23B in transactions.

Which iShares Core 1-5 Year USD Bond ETF major shareholders have been selling company stock?

Of the 274 institutional investors that sold iShares Core 1-5 Year USD Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Ameriprise Financial Inc. ($1.78M), UBS Group AG ($1.47M), Raymond James & Associates ($1.06M), Thrivent Financial for Lutherans ($885.70K), Miracle Mile Advisors LLC ($804.51K), HighTower Advisors LLC ($759.43K), and Kovitz Investment Group Partners LLC ($649.95K).

How much institutional selling is happening at iShares Core 1-5 Year USD Bond ETF?

Institutional investors have sold a total of 18,793,901 shares in the last 24 months. This volume of shares sold represents approximately $1.15B in transactions.



This page (NASDAQ:ISTB) was last updated on 4/19/2025 by MarketBeat.com Staff
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