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

iShares Core 1-5 Year USD Bond ETF logo
$48.32 +0.13 (+0.27%)
Closing price 03/28/2025 04:00 PM Eastern
Extended Trading
$48.32 +0.01 (+0.01%)
As of 03/28/2025 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)
237
Total
Institutional Inflows
(last 12 months)
$422.10M
Number of
Institutional Sellers
(last 12 months)
159
Total
Institutional Outflows
(last 12 months)
$221.68M
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ISTB Institutional Buying and Selling by Quarter

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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
3/17/2025 Wealth Enhancement Advisory Services LLC60,541$2.89M0.0%+42.7%0.068%
3/3/2025 Cim LLC536,611$25.63M3.7%+3.3%0.604%
2/24/2025 Ameriflex Group Inc.706$34K0.0%N/A0.001%
2/18/2025 Headinvest LLC19,847$948K0.2%-1.3%0.022%
2/18/2025 Focus Partners Advisor Solutions LLC44,387$2.12M0.0%+1.1%0.050%
2/17/2025 TrueWealth Financial Partners41,869$2M1.2%-0.9%0.047%
2/17/2025 Studio Investment Management LLC45,474$2.17M0.5%-1.6%0.051%
2/17/2025 Royal Bank of Canada607,626$29.03M0.0%-28.3%0.683%
2/17/2025 MJP Associates Inc. ADV128,076$6.12M1.1%+3.5%0.144%
2/17/2025 Focus Partners Wealth31,242$1.49M0.0%+100.7%0.035%
2/17/2025 Evensky & Katz LLC12,390$592K0.0%+4.6%0.014%
2/17/2025 Colonial Trust Co SC11,742$561K0.1%-16.9%0.013%
2/17/2025 Cetera Investment Advisers134,890$6.44M0.0%+13.2%0.152%
2/17/2025 Captrust Financial Advisors31,176$1.49M0.0%+3.9%0.035%
2/17/2025 Baird Financial Group Inc.31,140$1.49M0.0%+1.4%0.035%
2/17/2025 Banque Transatlantique SA2,352$112K0.0%N/A0.003%
2/17/2025 Bank of America Corp DE766,894$36.64M0.0%-13.8%0.863%
2/17/2025 BIP Wealth LLC6,694$320K0.0%+52.9%0.008%
2/17/2025 BNP Paribas Financial Markets969$46K0.0%N/A0.001%
2/17/2025 Ameriprise Financial Inc.525,942$25.12M0.0%+18.5%0.592%
2/17/2025 Aptus Capital Advisors LLC22,673$1.08M0.0%-18.6%0.026%
2/14/2025 South Plains Financial Inc.28,419$1.36M1.0%N/A0.032%
2/14/2025 FAS Wealth Partners Inc.3,321$159K0.0%-40.5%0.004%
2/14/2025 Rehmann Capital Advisory Group5,584$267K0.0%-8.4%0.006%
2/14/2025 Comerica Bank28,976$1.38M0.0%+78.0%0.033%
2/14/2025 Bellwether Advisors LLC26,844$1.28M0.2%+0.8%0.030%
2/14/2025 Beacon Pointe Advisors LLC342,410$16.36M0.2%-0.6%0.385%
2/14/2025 Betterment LLC39,779$1.90M0.0%+1.4%0.045%
2/14/2025 Johnson Financial Group Inc.333,444$16.02M0.8%-16.5%0.375%
2/14/2025 Coldstream Capital Management Inc.6,304$301K0.0%-6.3%0.007%
2/14/2025 Kovitz Investment Group Partners LLC7,158$342K0.0%-21.2%0.008%
2/14/2025 Integrated Wealth Concepts LLC17,052$815K0.0%+9.2%0.019%
2/14/2025 Steel Grove Capital Advisors LLC4,305$206K0.0%-33.7%0.005%
2/14/2025 Stifel Financial Corp27,610$1.32M0.0%-5.1%0.031%
2/14/2025 OneDigital Investment Advisors LLC69,275$3.31M0.0%+2.3%0.078%
2/14/2025 TD Waterhouse Canada Inc.11,463$547K0.0%+35.0%0.013%
2/14/2025 Wealth Dimensions Group Ltd.47,586$2.27M0.6%+1.0%0.054%
2/14/2025 MML Investors Services LLC128,197$6.12M0.0%+4.2%0.144%
2/13/2025 Greenwood Gearhart Inc.10,560$504K0.0%N/A0.012%
2/13/2025 NewEdge Advisors LLC38,641$1.85M0.0%+53.8%0.043%
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2/13/2025 Rather & Kittrell Inc.25,807$1.23M0.3%-15.0%0.029%
2/13/2025 Acorns Advisers LLC10,728,367$512.49M5.0%+4.9%12.068%
2/13/2025 Cahaba Wealth Management Inc.925,379$44.21M3.7%+4.9%1.041%
2/13/2025 Mariner LLC1,132,511$54.10M0.1%+5.6%1.274%
2/13/2025 Stone House Investment Management LLC34,886$1.67M0.4%-11.1%0.039%
2/13/2025 Seeds Investor LLC60,809$2.91M0.8%+21.3%0.068%
2/13/2025 Rockefeller Capital Management L.P.94,549$4.52M0.0%+4.1%0.106%
2/13/2025 Colonial Trust Advisors11,998$573K0.1%-5.0%0.013%
2/13/2025 Advisory Services Network LLC21,752$1.04M0.0%-1.5%0.024%
2/13/2025 Renaissance Technologies LLC225,012$10.75M0.0%-6.8%0.253%
2/13/2025 Bank of Montreal Can203,646$9.73M0.0%+0.6%0.229%
2/13/2025 Cerity Partners LLC28,978$1.38M0.0%-10.4%0.033%
2/13/2025 Envestnet Asset Management Inc.597,640$28.55M0.0%+3.1%0.672%
2/13/2025 Oarsman Capital Inc.33,428$1.60M0.3%+13.2%0.038%
2/13/2025 Wells Fargo & Company MN598,274$28.58M0.0%+7.7%0.673%
2/12/2025 Wescott Financial Advisory Group LLC172,389$8.24M0.9%+13.6%0.194%
2/12/2025 World Investment Advisors4,772$228K0.0%N/A0.005%
2/12/2025 National Bank of Canada FI16,959$810K0.0%+20.6%0.019%
2/12/2025 Summit Financial LLC6,382$305K0.0%-71.8%0.007%
2/12/2025 C M Bidwell & Associates Ltd.95,998$4.59M2.8%+6.1%0.108%
2/12/2025 Joseph 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%
2/12/2025 Michael A. Dubis Financial Planning LLC18,415$880K0.9%N/A0.021%
2/12/2025 Level Four Advisory Services LLC6,934$331K0.0%-16.1%0.008%
2/12/2025 Orion Portfolio Solutions LLC206,499$9.86M0.1%-11.0%0.232%
2/12/2025 Blair William & Co. IL14,661$700K0.0%-4.5%0.016%
2/12/2025 Rockbridge Investment Management LCC42,509$2.03M0.3%-4.2%0.048%
2/12/2025 JPMorgan Chase & Co.766,731$36.63M0.0%+9.4%0.862%
2/11/2025 Clune & Associates LTD.135,677$6.48M2.2%N/A0.153%
2/11/2025 Hill Island Financial LLC30,812$1.47M0.4%+6.3%0.035%
2/11/2025 LPL Financial LLC655,534$31.32M0.0%+15.8%0.737%
2/11/2025 Samalin Investment Counsel LLC56,324$2.69M1.2%+3.3%0.063%
2/11/2025 Fiduciary Group LLC85,973$4.11M0.4%-10.4%0.097%
2/11/2025 Koss Olinger Consulting LLC486,104$23.22M2.0%+3.6%0.547%
2/10/2025 Thrivent Financial for Lutherans244,090$11.69M0.0%+5.2%0.275%
2/10/2025 Argent Advisors Inc.275,806$13.18M4.9%+6.2%0.310%
2/10/2025 Wealth Architects LLC5,833$279K0.0%N/A0.007%
2/10/2025 Eaton Financial Holdings Company LLC38,918$1.86M0.7%+165.3%0.044%
2/10/2025 Strategic Financial Partners Ltd.114,166$5.45M2.8%+1,347.5%0.128%
2/10/2025 Eldridge Investment Advisors Inc.96,044$4.59M1.1%+19.2%0.108%
2/10/2025 Harbour Investments Inc.29,408$1.41M0.0%-4.7%0.033%
2/10/2025 Envestnet Portfolio Solutions Inc.26,225$1.25M0.0%+31.5%0.029%
2/10/2025 Greykasell Wealth Strategies Inc.18,408$879K0.5%N/A0.021%
2/10/2025 Ironwood Investment Counsel LLC32,910$1.57M0.3%+1.1%0.037%
2/10/2025 Phillips Financial Management LLC210,743$10.07M0.8%-25.6%0.237%
2/10/2025 Commonwealth Equity Services LLC213,999$10.22M0.0%+0.9%0.241%
2/10/2025 EverSource Wealth Advisors LLC6,473$309K0.0%N/A0.007%
2/7/2025 HighTower Advisors LLC164,932$7.88M0.0%-39.9%0.186%
2/7/2025 Independent Advisor Alliance5,503$263K0.0%N/A0.006%
2/7/2025 Sound View Wealth Advisors Group LLC54,441$2.60M0.2%-5.8%0.061%
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2/7/2025 Rialto Wealth Management LLC32,650$1.56M0.5%N/A0.037%
2/7/2025 PNC Financial Services Group Inc.75,684$3.62M0.0%-4.0%0.085%
2/7/2025 Destination Wealth Management538,537$25.73M0.8%+0.8%0.606%
2/7/2025 Ashton Thomas Private Wealth LLC9,710$464K0.0%+5.9%0.011%
2/6/2025 Raymond James Financial Inc.1,899,924$90.76M0.0%N/A2.137%
2/6/2025 Vantage Financial Partners LLC29,520$1.41M0.4%-1.4%0.033%
2/6/2025 LVZ Inc.9,020$431K0.1%+17.2%0.010%
2/6/2025 Keybank National Association OH53,668$2.56M0.0%N/A0.060%
2/6/2025 Charles Schwab Investment Management Inc.3,068,324$146.57M0.0%+0.4%3.451%
2/6/2025 Steward Partners Investment Advisory LLC117,091$5.59M0.0%-0.6%0.132%
(Data available from 1/1/2016 forward)

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ISTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ISTB shares?

During the previous two years, 435 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 353 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 22,958,847 shares in the last 24 months. This purchase volume represents approximately $1.26B in transactions.

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

Of the 273 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 ($1.17M), Thrivent Financial for Lutherans ($885.70K), Miracle Mile Advisors LLC ($798.25K), 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 19,170,997 shares in the last 24 months. This volume of shares sold represents approximately $1.19B in transactions.



This page (NASDAQ:ISTB) was last updated on 3/29/2025 by MarketBeat.com Staff
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