iShares Core 10+ Year Usd BoILTBETF

13F holders, Q1 2024 (March 31)
87holders
$51.04avg. 13F price*

At the end of Q1 2024, 87 institutions reported holding iShares Core 10+ Year Usd Bo (ILTB) in their 13F filings. The largest holders were BlackRock Inc. ($97.1M), Bank of America Corp. ($60.0M) and JPMorgan Chase & Co. ($49.2M).

Company
iShares Core 10+ Year Usd Bo
CUSIP
464289479
Latest filing quarter
Q2 2026

History

Number of 13F holders

020406080100 Q1 2024: 87Q1 2024Q2 2024: 86Q2 2024Q3 2024: 92Q3 2024Q4 2024: 92Q4 2024Q1 2025: 96Q1 2025Q2 2025: 89Q2 2025Q3 2025: 89Q3 2025Q4 2025: 90Q4 2025Q1 2026: 84Q1 2026Q2 2026: 88Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions12$70.9M
Exits15$7.5M

Ownership 87 holders

BlackRock Inc. 0.00% Add +0.5% 1,900,141 $97.1M
Bank of America Corp. 0.01% Add +5756.3% 1,174,840 $60.0M
JPMorgan Chase & Co. 0.00% Add +2369.9% 963,218 $49.2M
AE Wealth Management LLC 0.46% Add +11.8% 799,375 $40.9M
Ameriprise Financial Inc. 0.01% Reduce -58.3% 565,413 $28.9M
New York State Common Retirement Fund 0.03% New 498,691 $25.5M
Schroder Investment Management Group 0.03% New 498,691 $25.5M
Wells Fargo & Company 0.00% Add +4.4% 336,127 $17.2M
Jane Street Group, LLC 0.02% New 271,162 $13.9M
Focus Financial Network, Inc. 0.55% — 230,864 $11.2M
Stableford Capital II LLC 3.44% Add +197.5% 167,638 $8.6M
Peak Financial Management, Inc. 2.63% Add +2.5% 162,533 $8.3M
Connectus Wealth, LLC 0.20% Add +4.7% 146,860 $7.5M
Verde Capital Management 2.44% Add +15.3% 139,387 $7.1M
Raymond James Financial Services Advisors, Inc. 0.01% Add +6.6% 133,783 $6.8M
Morgan Stanley 0.00% Reduce -16.5% 126,969 $6.5M
LPL Financial LLC 0.00% Add +94.5% 96,576 $4.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -6.0% 94,883 $4.8M
Envestnet Asset Management Inc. 0.00% Reduce -25.1% 93,317 $4.8M
Atria Wealth Solutions, Inc. 0.05% Reduce -0.2% 87,683 $4.5M
Old Mission Capital LLC 0.09% New 71,592 $3.7M
Independent Wealth Network Inc. 1.58% Add +2.1% 65,603 $3.4M
Rooted Wealth Advisors, Inc. 1.46% Add +3.2% 59,307 $3.0M
Cetera Investment Advisers 0.01% Add +631.7% 57,610 $2.9M
CreativeOne Wealth, LLC 0.11% Add +3.8% 54,671 $2.8M
Royal Bank of Canada 0.00% Add +78.1% 53,059 $2.7M
Creative Financial Designs Inc. 0.24% Add +43729.2% 49,527 $2.5M
Centennial Wealth Advisory LLC 1.09% Add +24.2% 46,175 $2.4M
Safeguard Investment Advisory Group, LLC 0.71% Reduce -53.5% 40,712 $2.1M
Goldstone Financial Group, LLC 0.42% Add +23.8% 35,659 $1.8M
UBS Group AG 0.00% Reduce -20.3% 33,658 $1.7M
Summit Wealth Partners, LLC 0.35% Add +62.4% 32,177 $1.6M
J.W. Cole Advisors, Inc. 0.08% Add +27.4% 30,579 $1.6M
Osaic Holdings, Inc. 0.00% Reduce -70.5% 30,082 $1.5M
&partners 0.15% New 21,414 $1.1M
NorthRock Partners, LLC 0.04% Reduce -25.5% 20,434 $1.0M
TD Private Client Wealth LLC 0.03% Add +17.3% 17,075 $873K
Cresta Advisors, Ltd. 0.54% No change 16,570 $847K
Stifel Financial Corp. 0.00% Add +25.1% 15,996 $818K
Betterment LLC 0.00% Add +16.2% 15,307 $782K
International Assets Investment Management, LLC 0.08% Reduce -0.7% 15,245 $765K
Park Place Capital Corp 0.27% No change 14,864 $760K
Renasant Bank 0.53% No change 14,477 $740K
Wealthfront Advisers LLC 0.00% Add +28.9% 14,103 $721K
Susquehanna International Group, LLP 0.00% New 10,777 $551K
Hilltop Partners LLC 0.20% Reduce -96.2% 10,736 $549K
Thrivent Financial for Lutherans 0.00% Reduce -95.5% 9,939 $508K
Secured Retirement Advisors, LLC 0.43% Reduce -9.8% 9,852 $504K
Meeder Advisory Services, Inc. 0.05% No change 9,150 $468K
Tsfg, LLC 0.11% New 8,831 $451K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -15.9% 8,650 $442K
Private Advisor Group, LLC 0.00% Reduce -6.8% 7,988 $408K
B. Riley Wealth Advisors, Inc. 0.01% Reduce -44.3% 8,589 $406K
MML Investors Services, LLC 0.00% Add +14.0% 7,892 $403K
BNP Paribas 0.02% — 7,178 $367K
Vantage Financial Partners, LLC 0.09% Reduce -26.0% 6,485 $331K
Envestnet Portfolio Solutions, Inc. 0.00% Reduce -56.1% 6,147 $314K
Signal Advisors Wealth, LLC 0.07% New 5,898 $301K
Commonwealth Equity Services, LLC 0.00% Reduce -2.7% 5,574 $285K
Transcendent Capital Group LLC 0.16% Reduce -0.6% 5,442 $278K
Mercer Global Advisors Inc. 0.00% Reduce -4.1% 5,354 $274K
B.O.S.S. Retirement Advisors, LLC 0.09% Reduce -11.7% 4,660 $245K
Truist Financial Corp. 0.00% Reduce -17.6% 4,305 $220K
National Bank of Canada 0.00% Reduce -21.9% 4,436 $218K
Harbour Investments, Inc. 0.00% Add +7.4% 2,168 $111K
Citigroup Inc. 0.00% Add +19.2% 1,366 $70K
NewEdge Advisors, LLC 0.00% Reduce -91.1% 900 $46K
Qube Research & Technologies Ltd 0.00% No change 544 $28K
Sound Income Strategies, LLC 0.00% Reduce -5.7% 531 $27K
Global Retirement Partners, LLC 0.00% No change 500 $26K
McIlrath & Eck, LLC 0.00% Add +0.6% 479 $24K
Bank of Montreal 0.00% No change 295 $15K
FinTrust Capital Advisors, LLC 0.00% No change 262 $13K
Steward Partners Investment Advisory, LLC 0.00% No change 250 $13K
Continuum Advisory, LLC 0.00% New 214 $11K
Spire Wealth Management 0.00% No change 172 $9K
Capital Analysts, LLC 0.00% No change 123 $6K
Beaird Harris Wealth Management, LLC 0.00% New 86 $4K
FMR LLC 0.00% Reduce -80.9% 81 $4K
Geneos Wealth Management Inc. 0.00% No change 71 $4K
Principal Securities, Inc. 0.00% New 50 $3K
Mb, Levis & Associates, LLC 0.00% No change 43 $2K
Clarity Asset Management, Inc. 0.00% No change 42 $2K
Tower View Wealth Management LLC 0.00% New 34 $2K
Founders Financial Alliance, LLC 0.00% No change 33 $2K
First Pacific Financial 0.00% Reduce -8.0% 23 $1K
Allworth Financial LP 0.00% Add +31.3% 21 $1K

"% of holder's portfolio" is ILTB's weight in each manager's 13F, not the share of iShares Core 10+ Year Usd Bo the manager owns.