ISHARES CORE 1-5 YEAR USD BO (ISTB) Institutional Shareholders
ISHARES CORE 1-5 YEAR USD BO (ISTB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $3.24B in ISTB holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of ISTB tracked by InsiderSet, reporting ownership valued at approximately $374.19M 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 $372.40M, representing an estimated loss of -0.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 44% of the total disclosed ISTB value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., State Of Wisconsin Investment Board, Charles Schwab Investment Management Inc, 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
388
Total Reported Value
$3.24B
Largest Holder
Blackrock, Inc.
Largest Position
$374.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
28
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.01% | 7,755,189 | $374,187,870 | $372,404,176 | -$1,783,694 | -0.48% | |
| State Of Wisconsin Investment Board | 0.54% | 5,549,725 | $267,774,231 | $266,497,795 | -$1,276,436 | -0.48% | |
| Charles Schwab Investment Management Inc | 0.02% | 2,625,257 | $126,668,650 | $126,064,841 | -$603,809 | -0.48% | |
| Sixth Street Partners Management Company, L.P. | 0.02% | 2,625,257 | $126,668,650 | $126,064,841 | -$603,809 | -0.48% | |
| Triad Wealth Partners, Llc | 7.39% | 2,603,382 | $124,728,053 | $125,014,404 | +$286,351 | +0.23% | |
| Raymond James Financial Inc | 0.03% | 2,421,615 | $116,842,955 | $116,285,952 | -$557,003 | -0.48% | |
| Jones Financial Companies Lllp | 0.04% | 2,057,377 | $99,371,264 | $98,795,244 | -$576,020 | -0.58% | |
| Mariner, Llc | 0.07% | 1,409,398 | $68,003,511 | $67,679,292 | -$324,219 | -0.48% | |
| Spinnaker Trust | 3.21% | 1,370,384 | $66,121,018 | $65,805,840 | -$315,178 | -0.48% | |
| Townsend & Associates, Inc | 5.08% | 1,240,631 | $59,624,735 | $59,575,101 | -$49,634 | -0.08% | |
| Cahaba Wealth Management, Inc. | 3.53% | 1,213,739 | $58,562,912 | $58,283,747 | -$279,165 | -0.48% | |
| Lji Wealth Management, Llc | 8.10% | 1,198,694 | $57,836,983 | $57,561,286 | -$275,697 | -0.48% | |
| Seven Springs Wealth Group, Llc | 12.05% | 1,144,207 | $55,207,974 | $54,944,820 | -$263,154 | -0.48% | |
| Financial Solutions Advisory Group, Inc. | 6.83% | 1,124,285 | $54,021,894 | $53,988,166 | -$33,728 | -0.06% | |
| Morgan Stanley | 0.00% | 1,119,504 | $54,016,107 | $53,758,582 | -$257,525 | -0.48% | |
| Prosperity Planning, Inc. | 12.15% | 1,098,252 | $52,990,676 | $52,738,061 | -$252,615 | -0.48% | |
| Trust Point Inc. | 4.49% | 1,096,210 | $52,892,475 | $52,640,004 | -$252,471 | -0.48% | |
| Apella Capital, Llc | 0.74% | 1,085,686 | $52,178,065 | $52,134,642 | -$43,423 | -0.08% | |
| Ubs Group Ag | 0.01% | 983,998 | $47,477,904 | $47,251,584 | -$226,320 | -0.48% | |
| Jpmorgan Chase & Co | 0.00% | 967,738 | $46,741,808 | $46,470,779 | -$271,029 | -0.58% | |
| Bank Of America Corp | 0.00% | 941,481 | $45,426,447 | $45,209,918 | -$216,529 | -0.48% | |
| Mbl Wealth, Llc | 2.88% | 874,816 | $42,209,872 | $42,008,664 | -$201,208 | -0.48% | |
| Lpl Financial Llc | 0.01% | 852,550 | $41,135,558 | $40,939,451 | -$196,107 | -0.48% | |
| Bartlett & Co. Wealth Management Llc | 0.51% | 852,449 | $41,130,696 | $40,934,601 | -$196,095 | -0.48% | |
| Wells Fargo & Company/Mn | 0.01% | 711,800 | $34,344,340 | $34,180,636 | -$163,704 | -0.48% | |
| Fpc Investment Advisory, Inc. | 15.63% | 688,511 | $33,124,265 | $33,062,298 | -$61,967 | -0.19% | |
| Ameriprise Financial Inc | 0.01% | 674,028 | $32,524,147 | $32,366,825 | -$157,322 | -0.48% | |
| Destination Wealth Management | 0.73% | 644,170 | $31,081,225 | $30,933,043 | -$148,182 | -0.48% | |
| Geneos Wealth Management Inc. | 0.60% | 612,142 | $29,535,839 | $29,395,059 | -$140,780 | -0.48% | |
| Envestnet Asset Management Inc | 0.01% | 609,935 | $29,429,360 | $29,289,079 | -$140,281 | -0.48% | |
| Courage Miller Partners, Llc | 7.57% | 594,284 | $28,674,190 | $28,537,518 | -$136,672 | -0.48% | |
| Cim, Llc | 3.45% | 553,486 | $26,705,692 | $26,578,398 | -$127,294 | -0.48% | |
| Pittenger & Anderson Inc | 1.04% | 541,672 | $26,249,437 | $26,011,089 | -$238,348 | -0.91% | |
| Royal Bank Of Canada | 0.00% | 543,043 | $26,202,000 | $26,076,925 | -$125,075 | -0.48% | |
| Abundance Wealth Counselors | 1.59% | 506,326 | $24,430,236 | $24,313,775 | -$116,461 | -0.48% | |
| Bank Of New York Mellon Corp | 0.00% | 443,088 | $21,378,972 | $21,277,086 | -$101,886 | -0.48% | |
| Beacon Pointe Advisors, Llc | 0.10% | 442,762 | $21,363,256 | $21,261,431 | -$101,825 | -0.48% | |
| Opal Wealth Advisors, Llc | 4.32% | 414,929 | $20,020,344 | $19,924,891 | -$95,453 | -0.48% | |
| Factor Wealth Management Ltd | 2.97% | 407,283 | $19,651,386 | $19,557,730 | -$93,656 | -0.48% | |
| Wealth Management Resources, Inc. | 5.35% | 359,263 | $17,334,417 | $17,251,809 | -$82,608 | -0.48% | |
| Omega Financial Group, Llc | 5.05% | 343,682 | $16,582,633 | $16,503,610 | -$79,023 | -0.48% | |
| Iron Financial Llc | 6.57% | 329,734 | $15,909,659 | $15,833,827 | -$75,832 | -0.48% | |
| Orion Porfolio Solutions, Llc | 0.12% | 328,255 | $15,838,305 | $15,762,805 | -$75,500 | -0.48% | |
| Alexander Randolph Advisory, Inc. | 13.04% | 328,042 | $15,828,036 | $15,752,577 | -$75,459 | -0.48% | |
| Lakeridge Wealth Management Llc | 5.64% | 318,545 | $15,369,804 | $15,296,531 | -$73,273 | -0.48% | |
| Commonwealth Equity Services, Llc | 0.02% | 294,769 | $14,222,588 | $14,154,807 | -$67,781 | -0.48% | |
| Fiduciary Advisors, Inc. | 8.80% | 270,975 | $13,074,557 | $13,012,220 | -$62,338 | -0.48% | |
| Wescott Financial Advisory Group, Llc | 0.98% | 262,339 | $12,657,838 | $12,597,519 | -$60,319 | -0.48% | |
| Buttonwood Financial Advisors Inc. | 3.84% | 261,384 | $12,611,755 | $12,551,660 | -$60,095 | -0.48% | |
| Ballast Financial Advisors Llc | 10.83% | 248,050 | $11,968,397 | $11,911,361 | -$57,036 | -0.48% |
Frequently asked questions about ISTB
Who owns the most ISTB stock?
The largest holders of ISTB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE 1-5 YEAR USD BO (ISTB).
Is ISTB widely held by superinvestors?
Many widely followed stocks like ISTB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ISTB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.