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

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
ISTB
Shares outstanding
97,285,226
Price per share
$48.75
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
64,222,871
Total reported value
$3,136,621,973
% of total 13F portfolios
0.03%
Share change
+1,280,149
Value change
+$62,657,818
Number of holders
381
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares Core 1-5 Year USD Bond ETF - Common Stock (ISTB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock Portfolio Management LLC 5.3% -24% $251,360,704 -$61,646,325 5,156,117 -20% BlackRock Portfolio Management LLC 31 Dec 2025

As of 30 Sep 2025, 381 institutional investors reported holding 64,222,871 shares of iShares Core 1-5 Year USD Bond ETF - Common Stock (ISTB). This represents 66% of the company’s total 97,285,226 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares Core 1-5 Year USD Bond ETF - Common Stock (ISTB) together control 46% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
Acorns Advisers, LLC 11% 10,992,587 +7.8% 4.2% $536,878,000
BlackRock, Inc. 6.7% 6,526,703 -6.9% 0.01% $318,764,175
STATE OF WISCONSIN INVESTMENT BOARD 5.4% 5,241,225 +2.2% 0.59% $255,981,429
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 2.4% 2,368,074 -1.3% 0.02% $115,656,734
RAYMOND JAMES FINANCIAL INC 2.2% 2,113,364 +5.9% 0.03% $103,216,706
TRUST POINT INC. 1.8% 1,723,373 +2.1% 6.8% $84,169,548
SPINNAKER TRUST 1.4% 1,345,877 +0.56% 3.6% $65,732,640
Mariner, LLC 1.3% 1,248,030 +7.9% 0.08% $60,953,765
JONES FINANCIAL COMPANIES LLLP 1.2% 1,176,780 +20% 0.04% $57,426,852
Townsend & Associates, Inc 1.2% 1,149,069 +3.5% 5.3% $56,223,935
CAHABA WEALTH MANAGEMENT, INC. 1% 997,635 +4.9% 3.5% $48,724,477
BANK OF AMERICA CORP /DE/ 0.96% 938,044 +23% 0% $45,814,073
Prosperity Planning, Inc. 0.93% 904,807 +5.8% 12% $44,190,775
UBS Group AG 0.89% 864,294 -0.52% 0.01% $42,212,119
JPMORGAN CHASE & CO 0.88% 859,883 -7.6% 0% $41,996,750
LPL Financial LLC 0.85% 822,849 -20% 0.01% $40,187,923
MORGAN STANLEY 0.82% 793,785 +8.9% 0% $38,768,470
MBL Wealth, LLC 0.77% 746,513 +5.1% 3.2% $36,459,691
Apella Capital, LLC 0.73% 707,670 +81% 0.77% $34,647,528
WELLS FARGO & COMPANY/MN 0.67% 648,511 +3.6% 0.01% $31,673,263
Destination Wealth Management 0.6% 580,194 +2.5% 0.78% $28,336,655
FPC INVESTMENT ADVISORY, INC. 0.58% 563,731 +3.4% 17% $27,532,623
Courage Miller Partners, LLC 0.57% 550,008 +7.9% 8.1% $26,860,633
ROYAL BANK OF CANADA 0.55% 535,332 +2.5% 0% $26,146,000
ENVESTNET ASSET MANAGEMENT INC 0.55% 534,640 -6.4% 0.01% $26,111,838

Institutional Holders of iShares Core 1-5 Year USD Bond ETF - Common Stock (ISTB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 9,259,325 $451,404,689 +$24,285,882 $48.75 79
2025 Q3 64,222,871 $3,136,621,973 +$62,657,818 $48.84 381
2025 Q2 62,834,680 $3,056,293,269 +$69,447,911 $48.65 384
2025 Q1 61,499,302 $2,972,921,949 +$53,023,690 $48.35 387
2024 Q4 60,054,369 $2,869,134,243 +$159,502,673 $47.77 386
2024 Q3 56,212,838 $2,735,320,957 -$21,320,760 $48.68 360
2024 Q2 56,585,270 $2,681,732,747 -$42,522,468 $47.37 372
2024 Q1 57,455,256 $2,724,966,614 -$13,625,651 $47.44 381
2023 Q4 57,224,757 $2,720,871,030 -$18,653,973 $47.56 385
2023 Q3 53,997,385 $2,504,389,874 -$77,450,782 $46.38 361
2023 Q2 55,805,428 $2,602,792,247 -$288,920,879 $46.64 386
2023 Q1 62,017,601 $2,924,264,400 -$312,460,173 $47.16 387
2022 Q4 69,291,540 $3,220,142,955 +$110,843,342 $46.44 389
2022 Q3 66,641,920 $3,069,995,833 -$581,095,980 $46.10 375
2022 Q2 78,899,321 $3,741,440,137 -$268,849,945 $47.40 381
2022 Q1 83,464,337 $4,046,589,771 +$63,900,912 $48.46 376
2021 Q4 82,412,148 $4,156,393,182 +$220,782,723 $50.43 388
2021 Q3 77,274,784 $3,946,350,760 +$607,721,266 $51.07 345
2021 Q2 65,069,832 $3,337,150,960 +$374,431,112 $51.29 333
2021 Q1 57,826,404 $2,969,718,251 +$31,411,420 $51.29 322
2020 Q4 56,027,697 $2,892,689,240 +$15,082,190 $51.64 311
2020 Q3 52,365,968 $2,699,252,697 +$207,647,706 $51.55 269
2020 Q2 48,526,349 $2,497,258,418 +$224,700,778 $51.47 261
2020 Q1 44,168,541 $2,230,253,507 -$12,144,491 $50.50 247
2019 Q4 44,380,186 $2,236,761,673 +$597,345,251 $50.40 243
2019 Q3 31,721,557 $1,601,535,272 -$32,261,642 $50.49 205
2019 Q2 32,440,047 $1,635,901,391 +$167,230,768 $50.43 200
2019 Q1 29,215,743 $1,459,308,036 -$19,649,650 $49.86 190
2018 Q4 29,612,945 $1,455,084,712 +$108,359,162 $49.06 176
2018 Q3 26,526,929 $1,299,424,084 +$82,157,453 $49.00 154
2018 Q2 24,878,436 $1,221,138,806 +$643,768,098 $49.08 148
2018 Q1 20,623,340 $1,017,822,848 +$528,549,707 $49.35 139
2017 Q4 8,640,793 $430,490,346 +$70,729,615 $49.83 126
2017 Q3 6,219,389 $312,642,135 +$23,221,915 $50.27 102
2017 Q2 5,778,728 $290,439,130 +$5,966,549 $50.26 99
2017 Q1 5,747,254 $288,085,000 +$68,633,459 $50.12 93
2016 Q4 4,590,186 $229,514,000 +$21,590,753 $50.00 89
2016 Q3 3,965,033 $200,794,536 +$46,071,702 $50.65 85
2016 Q2 2,775,367 $281,846,423 +$33,310,918 $101.56 71
2016 Q1 3,430,550 $345,135,000 +$28,915,937 $100.62 64
2015 Q4 3,156,862 $313,434,000 +$66,164,084 $99.27 63
2015 Q3 2,464,427 $247,272,000 +$25,494,948 $100.33 50
2015 Q2 2,210,341 $221,822,556 +$36,970,108 $100.36 43
2015 Q1 1,842,650 $185,880,326 +$16,274,075 $100.91 40
2014 Q4 1,680,437 $168,367,825 +$88,754,689 $100.20 36
2014 Q3 757,078 $75,798,352 +$44,745,500 $100.10 28
2014 Q2 310,044 $31,171,222 +$5,904,501 $100.55 26
2014 Q1 251,363 $25,208,611 +$6,868,929 $100.29 24