iShares Core 1-5 Year USD Bond ETF of iShares Trust (ISTB)

ETF ยท Nasdaq

iShares Core 1-5 Year USD Bond ETF of iShares Trust (ISTB) is an exchange-traded fund listed on Nasdaq, where it has traded since October 18, 2012.

Type
Exchange-traded fund
Listed On
Nasdaq
Listed Since
October 18, 2012

Institutional ownership

In 13F filings for the quarter ended September 30, 2026, 16 institutions reported holding ISTB, with 3.5 million shares worth $165.8 million in aggregate. The largest reported holder was Apella Capital, with 1.5 million shares worth $69.4 million. Of the 5 largest holders listed below, 4 added shares and 1 reduced its position during the quarter.

InstitutionSharesValueQuarter change
Apella Capital1,469,742$69MAdded 35.37%
Prosperity Planning1,164,033$55MAdded 5.99%
Clune & Associates, Ltd374,794$18MReduced 7.98%
Kfa Private Wealth Group214,882$10MAdded 12.46%
Independence Financial Advisors159,811$8MAdded 4.55%

Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.

Frequently asked questions

What is ISTB?

iShares Core 1-5 Year USD Bond ETF of iShares Trust (ISTB) is an exchange-traded fund listed on Nasdaq, where it has traded since October 18, 2012.

Who are the largest institutional holders of ISTB?

In 13F filings for the quarter ended September 30, 2026, the largest reported holders of ISTB were Apella Capital, Prosperity Planning and Clune & Associates, Ltd.

How many institutions own ISTB?

16 institutions reported a position in ISTB for the quarter ended September 30, 2026, worth $165.8 million in total.

Did institutions buy or sell ISTB last quarter?

Of the 5 largest reported holders, 4 added shares and 1 reduced its position during the quarter. Every reported holder and its change is on the SentiSense ownership page for ISTB.

Every reported institutional holder, plus insider and congressional trades in ISTB, on SentiSense.