Who Owns iShares Core 1-5 Year USD Bond ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core 1-5 Year USD Bond ETF.
Who crossed 5% of ISTB →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| Apella Capital, LLCCORE 1 5 YR USD1.5M shadded | $69.4M |
| Prosperity Planning, Inc.CORE 1 5 YR USD1.2M shadded | $55M |
| Factor Wealth Management LTDCORE 1 5 YR USD374.8K shtrimmed | $17.7M |
| KFA Private Wealth Group, LLCCORE 1 5 YR USD214.9K shadded | $10.2M |
| Independence Financial Advisors, LLCCORE 1 5 YR USD159.8K shadded | $7.6M |
| Farther Finance Advisors, LLCETF37.9K shadded | $1.8M |
| FC Advisory LLCCORE 1 5 YR USD34.3K shadded | $1.6M |
| Weaver Consulting GroupCORE 1 5 YR USD22K shtrimmed | $1M |
| Sunburst Financial Group, LLCCORE 1 5 YR USD12.8K shtrimmed | $604.8K |
| SigFig Wealth Management, LLCCORE 1 5 YR USD12.1K shadded | $570.5K |
| Avidian Wealth Enterprises, LLCCORE 1 5 YR USD5.3K shtrimmed | $251.9K |
| Pacifica Partners Inc.CORE 1 5 YR USD510 shheld | $24K |
| General Partner, Inc.CL255 shheld | $12K |
| CoreCap Advisors, LLCETF161 shheld | $7.6K |
| GAMMA Investing LLCETF10 shheld | $473 |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
More on ISTB
Follow iShares Core 1-5 Year USD Bond ETF (ISTB) by email
New trades in iShares Core 1-5 Year USD Bond ETF (ISTB) by members of Congress, insiders and funds, with the rest of the week's filings. One email a week, free.
Unsubscribe with one click from any email.