13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundMost-boughtAI cap-ex
ISTB

ISHARES CORE 1-5 YEAR USD BO

418 institutions still hold ISHARES CORE 1-5 YEAR USD BO as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46432F859·Exchange Traded Fund·418 13F holders·last filed Mar 31, 2026
Market cap
—
▲ 3.2%
vs prior quarter
13F value held
$1.6B
55.0% inst. owned
of float
Holders
418
-95 QoQ
filers reporting
Activity
+8 / −98
+899 added · −874 reduced
this quarter
Concentration
16.90%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

418 institutions reported ISTB in Q1 2026. BlackRock, Inc. leads at 16.9% of the visible book. -95 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$278M5.7M0.00%Q1 202602
STATE OF WISCONSIN INVESTMENT BOARD
CIK 0000854157
$262M5.4M0.60%Q1 202603
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$124M2.6M0.02%Q1 202604
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$111M2.3M0.03%Q1 202605
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$85M1.8M0.04%Q1 202606
SPINNAKER TRUST
CIK 0001158970
$67M1.4M3.70%Q1 202607
Seven Springs Wealth Group, LLC
CIK 0001803898
$66M1.4M15.20%Q1 202608
Mariner, LLC
CIK 0001373442
$64M1.3M0.07%Q1 202609
Townsend & Associates, Inc
CIK 0001729359
$59M1.2M5.05%Q1 202610
Financial Solutions Advisory Group, Inc.
CIK 0002135269
$57M1.2M7.93%Q1 202611
CAHABA WEALTH MANAGEMENT, INC.
CIK 0001716399
$55M1.1M3.71%Q1 202612
Trust Point Inc.
CIK 0001635633
$53M1.1M4.60%Q1 202613
Prosperity Planning, Inc.
CIK 0001843292
$49M1.0M12.50%Q1 202614
JPMORGAN CHASE & CO
CIK 0000019617
$48M987K0.00%Q1 202615
Apella Capital, LLC
CIK 0001801507
$46M949K0.68%Q1 202616
UBS Group AG
CIK 0001610520
$46M941K0.01%Q1 202617
MORGAN STANLEY
CIK 0000895421
$45M933K0.00%Q1 202618
BANK OF AMERICA CORP /DE/
CIK 0000070858
$45M921K0.00%Q1 202619
LPL Financial LLC
CIK 0001403438
$43M886K0.01%Q1 202620
MBL Wealth, LLC
CIK 0001845785
$40M835K3.06%Q1 2026
Page 1 of 21
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