ISTB Institutional Ownership & Shareholders
ISHARES CORE 1-5 YEAR USD BO (ISTB) is currently held by 384 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $3.80B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Acorns Advisers, Llc is currently the largest disclosed institutional shareholder of ISTB tracked by InsiderSet, reporting ownership valued at approximately $616.07M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $605.60M, representing an estimated loss of -1.70% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 51% of the total disclosed ISTB value among the investors covered in this analysis. Major shareholders include Acorns Advisers, Llc, Blackrock, Inc., State Of Wisconsin Investment Board, and several other long-term asset managers with concentrated positions in ISHARES CORE 1-5 YEAR USD BO (ISTB).
This page ranks the largest institutional ISTB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
384
Total Reported Value
$3.80B
Largest Holder
Acorns Advisers, Llc
Largest Position
$616.07M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
34
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Acorns Advisers, Llc | 4.02% | 12,768,271 | $616,069,000 | $605,599,094 | -$10,469,906 | -1.70% | |
| Blackrock, Inc. | 0.01% | 7,755,189 | $374,187,870 | $367,828,614 | -$6,359,256 | -1.70% | |
| State Of Wisconsin Investment Board | 0.54% | 5,549,725 | $267,774,231 | $263,223,457 | -$4,550,774 | -1.70% | |
| Triad Wealth Partners, Llc | 8.01% | 3,045,373 | $143,893,889 | $144,442,041 | +$548,152 | +0.38% | |
| Charles Schwab Investment Management Inc | 0.02% | 2,625,257 | $126,668,650 | $124,515,940 | -$2,152,710 | -1.70% | |
| Raymond James Financial Inc | 0.03% | 2,421,615 | $116,842,955 | $114,857,199 | -$1,985,756 | -1.70% | |
| Jones Financial Companies Lllp | 0.04% | 2,057,377 | $99,371,264 | $97,581,391 | -$1,789,873 | -1.80% | |
| Apella Capital, Llc | 0.88% | 1,469,742 | $69,371,820 | $69,709,863 | +$338,043 | +0.49% | |
| Mariner, Llc | 0.07% | 1,409,398 | $68,003,511 | $66,847,747 | -$1,155,764 | -1.70% | |
| Spinnaker Trust | 3.21% | 1,370,384 | $66,121,018 | $64,997,313 | -$1,123,705 | -1.70% | |
| Cahaba Wealth Management, Inc. | 3.68% | 1,294,988 | $61,188,184 | $61,421,281 | +$233,097 | +0.38% | |
| Lji Wealth Management, Llc | 8.45% | 1,273,492 | $60,172,505 | $60,401,726 | +$229,221 | +0.38% | |
| Townsend & Associates, Inc | 5.03% | 1,263,483 | $59,825,907 | $59,926,999 | +$101,092 | +0.17% | |
| Seven Springs Wealth Group, Llc | 12.05% | 1,144,207 | $55,207,974 | $54,269,738 | -$938,236 | -1.70% | |
| Prosperity Planning, Inc. | 12.20% | 1,164,033 | $55,000,547 | $55,210,085 | +$209,538 | +0.38% | |
| Morgan Stanley | 0.00% | 1,119,504 | $54,016,107 | $53,098,075 | -$918,032 | -1.70% | |
| Financial Solutions Advisory Group, Inc. | 6.17% | 1,026,026 | $48,582,331 | $48,664,413 | +$82,082 | +0.17% | |
| Ubs Group Ag | 0.01% | 983,998 | $47,477,904 | $46,671,025 | -$806,879 | -1.70% | |
| Jpmorgan Chase & Co | 0.00% | 967,738 | $46,741,808 | $45,899,813 | -$841,995 | -1.80% | |
| Bank Of America Corp | 0.00% | 941,481 | $45,426,447 | $44,654,444 | -$772,003 | -1.70% | |
| Mbl Wealth, Llc | 2.62% | 925,403 | $43,725,301 | $43,891,864 | +$166,563 | +0.38% | |
| Lpl Financial Llc | 0.01% | 852,550 | $41,135,558 | $40,436,447 | -$699,112 | -1.70% | |
| Bartlett & Co. Wealth Management Llc | 0.51% | 852,449 | $41,130,696 | $40,431,656 | -$699,040 | -1.70% | |
| Wells Fargo & Company/Mn | 0.01% | 711,800 | $34,344,340 | $33,760,674 | -$583,666 | -1.70% | |
| Fpc Investment Advisory, Inc. | 15.63% | 688,511 | $33,124,265 | $32,656,077 | -$468,188 | -1.41% | |
| Ameriprise Financial Inc | 0.01% | 674,028 | $32,524,147 | $31,969,148 | -$554,999 | -1.71% | |
| Destination Wealth Management | 0.73% | 644,170 | $31,081,225 | $30,552,983 | -$528,242 | -1.70% | |
| Geneos Wealth Management Inc. | 0.60% | 612,142 | $29,535,839 | $29,033,895 | -$501,944 | -1.70% | |
| Envestnet Asset Management Inc | 0.01% | 609,935 | $29,429,360 | $28,929,217 | -$500,143 | -1.70% | |
| Courage Miller Partners, Llc | 7.57% | 607,233 | $28,691,747 | $28,801,061 | +$109,314 | +0.38% | |
| Pittenger & Anderson Inc | 1.02% | 600,002 | $28,350,092 | $28,458,095 | +$108,003 | +0.38% | |
| Cim, Llc | 3.45% | 553,486 | $26,705,692 | $26,251,841 | -$453,851 | -1.70% | |
| Royal Bank Of Canada | 0.00% | 543,043 | $26,202,000 | $25,756,529 | -$445,471 | -1.70% | |
| Bank Of New York Mellon Corp | 0.00% | 443,088 | $21,378,972 | $21,015,664 | -$363,308 | -1.70% | |
| Beacon Pointe Advisors, Llc | 0.10% | 442,762 | $21,363,256 | $21,000,202 | -$363,054 | -1.70% | |
| Opal Wealth Advisors, Llc | 4.39% | 445,565 | $21,052,942 | $21,133,148 | +$80,206 | +0.38% | |
| Trust Point Inc. | 1.38% | 389,948 | $18,425,079 | $18,495,234 | +$70,155 | +0.38% | |
| Factor Wealth Management Ltd | 2.71% | 374,794 | $17,709,038 | $17,776,479 | +$67,441 | +0.38% | |
| Wealth Management Resources, Inc. | 5.42% | 371,618 | $17,558,948 | $17,625,842 | +$66,894 | +0.38% | |
| Omega Financial Group, Llc | 5.20% | 350,018 | $16,538,347 | $16,601,354 | +$63,007 | +0.38% | |
| Orion Porfolio Solutions, Llc | 0.12% | 328,255 | $15,838,305 | $15,569,135 | -$269,170 | -1.70% | |
| Alexander Randolph Advisory, Inc. | 13.04% | 328,042 | $15,828,036 | $15,559,032 | -$269,004 | -1.70% | |
| Lakeridge Wealth Management Llc | 5.64% | 318,545 | $15,369,804 | $15,108,589 | -$261,215 | -1.70% | |
| Abundance Wealth Counselors | 2.07% | 309,421 | $14,620,176 | $14,675,838 | +$55,662 | +0.38% | |
| Iron Financial Llc | 6.08% | 308,558 | $14,579,352 | $14,634,906 | +$55,554 | +0.38% | |
| Fiduciary Advisors, Inc. | 9.68% | 304,819 | $14,402,721 | $14,457,565 | +$54,844 | +0.38% | |
| Buttonwood Financial Advisors Inc. | 3.86% | 270,097 | $12,762,063 | $12,810,701 | +$48,638 | +0.38% | |
| Wescott Financial Advisory Group, Llc | 0.98% | 262,339 | $12,657,838 | $12,442,739 | -$215,099 | -1.70% | |
| Ballast Financial Advisors Llc | 10.89% | 244,700 | $11,562,076 | $11,606,121 | +$44,045 | +0.38% | |
| Crestwood Advisors Group, Llc | 0.17% | 244,405 | $11,548,108 | $11,592,129 | +$44,021 | +0.38% |
Frequently asked questions about ISTB
Who are the largest institutional holders of ISTB?
The largest institutional holders of ISTB reported in the latest SEC Form 13F filings include Acorns Advisers, Llc, Blackrock, Inc., State Of Wisconsin Investment Board, Triad Wealth Partners, Llc, and Charles Schwab Investment Management Inc. InsiderSet ranks institutional holders by their latest reported ISTB position.
What is ISTB institutional ownership?
This page tracks ISTB positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE 1-5 YEAR USD BO (ISTB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ISTB?
InsiderSet currently tracks 384 institutional managers reporting ISTB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ISTB shareholders.
How much ISTB stock do institutions own?
Institutional investment managers disclosed approximately $3.80B in ISTB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ISTB institutional ownership last updated?
The latest ISTB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ISTB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ISTB position after the reporting date.
Are institutions buying or selling ISTB?
Institutional buying and selling can be analyzed by comparing ISTB positions across consecutive 13F reporting periods. InsiderSet's ISTB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ISTB ownership changes.
How has ISTB institutional ownership changed over time?
InsiderSet tracks ISTB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.