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Institutional Holders of ISTB

There is a long list of 373 institutional holders of ISTB within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of ISTB by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-ISTB table below, the initial column indicates the name of each top institutional holder of ISTB, with a link to that fund's top holdings. The next columns indicate the amount of ISTB stock held by each of the institutional holders of ISTB, followed by the ISTB position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Acorns Advisers LLC8,582,714$408,194 12/31/2023
     ISTB8,582,714$408,194 12/31/2023
State of Wisconsin Investment Board4,544,200$216,122 12/31/2023
     ISTB4,544,200$216,122 12/31/2023
Charles Schwab Investment Management Inc.3,751,667$178,429 12/31/2023
     ISTB3,751,667$178,429 12/31/2023
Trust Point Inc.3,102,460$147,181 03/31/2024
     ISTB3,102,460$147,181 03/31/2024
BlackRock Inc.2,444,873$116,278 12/31/2023
     ISTB2,444,873$116,278 12/31/2023
Bank of America Corp DE1,777,192$84,523 12/31/2023
     ISTB1,777,192$84,523 12/31/2023
Morgan Stanley1,448,596$68,895 12/31/2023
     ISTB1,448,596$68,895 12/31/2023
Spinnaker Trust1,237,380$58,701 03/31/2024
     ISTB1,237,380$58,701 03/31/2024
Raymond James & Associates1,200,586$56,956 03/31/2024
     ISTB1,200,586$56,956 03/31/2024
UBS Group AG1,088,032$51,747 12/31/2023
     ISTB1,088,032$51,747 12/31/2023
Mariner LLC1,011,341$48,099 12/31/2023
     ISTB1,011,341$48,099 12/31/2023
Townsend & Associates Inc945,072$44,418 03/31/2024
     ISTB945,072$44,418 03/31/2024
Cahaba Wealth Management Inc.766,076$36,343 03/31/2024
     ISTB766,076$36,343 03/31/2024
Wells Fargo & Company MN751,830$35,757 12/31/2023
     ISTB751,830$35,757 12/31/2023
Envestnet Asset Management Inc.722,483$34,361 12/31/2023
     ISTB722,483$34,361 12/31/2023
Prosperity Planning Inc.707,307$33,555 03/31/2024
     ISTB707,307$33,555 03/31/2024
MBL Wealth LLC661,033$31,359 03/31/2024
     ISTB661,033$31,359 03/31/2024
JPMorgan Chase & Co.635,583$30,228 12/31/2023
     ISTB635,583$30,228 12/31/2023
Jones Financial Companies Lllp600,395$28,555 12/31/2023
     ISTB600,395$28,555 12/31/2023
LPL Financial LLC595,925$28,342 12/31/2023
     ISTB595,925$28,342 12/31/2023
Destination Wealth Management487,695$23,195 12/31/2023
     ISTB487,695$23,195 12/31/2023
Courage Miller Partners LLC482,389$22,885 03/31/2024
     ISTB482,389$22,885 03/31/2024
Cerity Partners LLC474,693$22,576 12/31/2023
     ISTB474,693$22,576 12/31/2023
Cim LLC463,288$21,886 12/31/2023
     ISTB463,288$21,886 12/31/2023
Geneos Wealth Management Inc.455,885$21,627 03/31/2024
     ISTB455,885$21,627 03/31/2024
Royal Bank of Canada454,568$21,620 12/31/2023
     ISTB454,568$21,620 12/31/2023
Raymond James Financial Services Advisors Inc.438,281$20,792 03/31/2024
     ISTB438,281$20,792 03/31/2024
Ameriprise Financial Inc.407,845$19,396 12/31/2023
     ISTB407,845$19,396 12/31/2023
Jane Street Group LLC405,974$19,308 12/31/2023
     ISTB405,974$19,308 12/31/2023
Pittenger & Anderson Inc.333,345$15,814 03/31/2024
     ISTB333,345$15,814 03/31/2024
Susquehanna International Group LLP322,503$15,300 03/31/2024
     ISTB322,503$15,300 03/31/2024
Horizon Investments LLC321,113$15,227 12/31/2023
     ISTB321,113$15,227 12/31/2023
Phillips Financial Management LLC315,886$14,986 03/31/2024
     ISTB315,886$14,986 03/31/2024
Capital Insight Partners LLC308,062$14,614 03/31/2024
     ISTB308,062$14,614 03/31/2024
Opal Wealth Advisors LLC306,441$14,538 03/31/2024
     ISTB306,441$14,538 03/31/2024
Creative Planning303,196$14,420 12/31/2023
     ISTB303,196$14,420 12/31/2023
Advisor Group Holdings Inc.277,091$13,179 12/31/2023
     ISTB277,091$13,179 12/31/2023
Founders Financial Securities LLC273,817$12,990 03/31/2024
     ISTB273,817$12,990 03/31/2024
Orion Portfolio Solutions LLC266,205$12,631 12/31/2023
     ISTB266,205$12,631 12/31/2023
HighTower Advisors LLC255,197$12,109 03/31/2024
     ISTB255,197$12,109 03/31/2024
Divergent Wealth Advisors LLC253,997$12,080 12/31/2023
     ISTB253,997$12,080 12/31/2023
Commonwealth Equity Services LLC246,922$11,714 03/31/2024
     ISTB246,922$11,714 03/31/2024
Omega Financial Group LLC240,000$11,386 03/31/2024
     ISTB240,000$11,386 03/31/2024
Hunter Associates Investment Management LLC227,538$10,790 03/31/2024
     ISTB227,538$10,790 03/31/2024
Alexander Randolph Advisory Inc.223,965$10,625 03/31/2024
     ISTB223,965$10,625 03/31/2024
Beacon Pointe Advisors LLC221,244$10,522 12/31/2023
     ISTB221,244$10,522 12/31/2023
The PNC Financial Services Group Inc.195,598$9,303 12/31/2023
     ISTB195,598$9,303 12/31/2023
DORVAL Corp187,972$8,897 03/31/2024
     ISTB187,972$8,897 03/31/2024
McKinley Carter Wealth Services Inc.187,292$8,885 03/31/2024
     ISTB187,292$8,885 03/31/2024
Bank of Montreal Can183,708$8,738 12/31/2023
     ISTB183,708$8,738 12/31/2023

See All: Funds Holding ISTB
See Details: Top 10 Hedge Funds Holding ISTB
Also See: ISTB Holdings Changes

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