iShares Core 10+ Year Usd BoILTBETF
13F holders, Q2 2024 (June 30)86holders −1
11new positions
11sold out
1famous investor
$49.80avg. 13F price*
At the end of Q2 2024, 86 institutions reported holding iShares Core 10+ Year Usd Bo (ILTB) in their 13F filings, down 1 from Q1 2024. 11 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($68.5M), AE Wealth Management LLC ($46.4M) and Ameriprise Financial Inc. ($39.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core 10+ Year Usd Bo
- CUSIP
- 464289479
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 11 | $13.4M |
| Exits | 11 | $10.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,112,629 shares bought and 3,308,740 shares sold, net −2,196,111 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 86 holders
| Bank of America Corp. | 0.01% | Add +17.2% | 1,377,088 | $68.5M |
| AE Wealth Management LLC | 0.46% | Add +16.8% | 933,441 | $46.4M |
| Ameriprise Financial Inc. | 0.01% | Add +38.1% | 780,725 | $39.1M |
| New York State Common Retirement Fund | 0.04% | Add +13.8% | 567,480 | $28.2M |
| Schroder Investment Management Group | 0.03% | Add +13.8% | 567,480 | $28.2M |
| Wells Fargo & Company | 0.00% | Reduce -1.6% | 330,711 | $16.4M |
| Focus Financial Network, Inc. | 0.51% | Add +1.6% | 234,489 | $12.0M |
| Peak Financial Management, Inc. | 2.54% | Add +0.5% | 163,393 | $8.1M |
| ETF Portfolio Partners, Inc. | 2.36% | New | 151,837 | $7.5M |
| Verde Capital Management | 2.35% | Add +6.8% | 148,904 | $7.4M |
| Morgan Stanley | 0.00% | Add +2.5% | 130,138 | $6.5M |
| BlackRock Inc. | 0.00% | Reduce -93.3% | 126,546 | $6.3M |
| LPL Financial LLC | 0.00% | Add +18.6% | 114,539 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -89.8% | 98,474 | $4.9M |
| Atria Wealth Solutions, Inc. | 0.05% | Add +5.2% | 92,224 | $4.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.9% | 89,685 | $4.5M |
| Independent Wealth Network Inc. | 1.55% | Add +1.9% | 66,829 | $3.3M |
| Rooted Wealth Advisors, Inc. | 1.44% | Add +8.3% | 64,202 | $3.3M |
| Keybank National Association | 0.01% | New | 61,085 | $3.0M |
| Cetera Investment Advisers | 0.01% | Add +4.9% | 60,420 | $3.0M |
| Creative Financial Designs Inc. | 0.26% | Add +20.4% | 59,615 | $3.0M |
| CreativeOne Wealth, LLC | 0.14% | Add +4.3% | 56,999 | $2.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -42.1% | 54,935 | $2.7M |
| Royal Bank of Canada | 0.00% | Add +1.6% | 53,919 | $2.7M |
| Summit Wealth Partners, LLC | 0.55% | Add +66.0% | 53,425 | $2.7M |
| Centennial Wealth Advisory LLC | 1.04% | Add +4.7% | 48,335 | $2.4M |
| Old Mission Capital LLC | 0.06% | Reduce -34.6% | 46,832 | $2.3M |
| UBS Group AG | 0.00% | Add +28.1% | 43,123 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -84.5% | 42,155 | $2.1M |
| Safeguard Investment Advisory Group, LLC | 0.58% | Reduce -8.2% | 37,395 | $1.9M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -72.7% | 36,510 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +243.3% | 34,116 | $1.7M |
| Wealthfront Advisers LLC | 0.01% | Add +119.8% | 31,004 | $1.5M |
| Goldstone Financial Group, LLC | 0.30% | Reduce -16.4% | 29,829 | $1.5M |
| &partners | 0.06% | Add +33.5% | 28,592 | $1.4M |
| Betterment LLC | 0.00% | Add +18.4% | 18,116 | $901K |
| Stifel Financial Corp. | 0.00% | Add +4.4% | 16,697 | $830K |
| Cresta Advisors, Ltd. | 0.49% | No change | 16,570 | $824K |
| Citadel Advisors | 0.00% | New | 15,783 | $785K |
| TD Private Client Wealth LLC | 0.02% | Reduce -8.5% | 15,617 | $776K |
| International Assets Investment Management, LLC | 0.07% | Add +0.1% | 15,252 | $758K |
| Park Place Capital Corp | 0.24% | Reduce -0.1% | 14,855 | $738K |
| Renasant Bank | 0.50% | No change | 14,477 | $720K |
| Equitable Holdings, Inc. | 0.01% | New | 14,207 | $706K |
| J.W. Cole Advisors, Inc. | 0.03% | Reduce -62.5% | 11,480 | $571K |
| NorthRock Partners, LLC | 0.02% | Reduce -45.9% | 11,057 | $550K |
| Secured Retirement Advisors, LLC | 0.42% | Add +11.0% | 10,935 | $544K |
| Gradient Investments LLC | 0.01% | New | 9,529 | $474K |
| MML Investors Services, LLC | 0.00% | Add +18.7% | 9,366 | $466K |
| Meeder Advisory Services, Inc. | 0.03% | No change | 9,150 | $455K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +1.2% | 8,753 | $435K |
| Tsfg, LLC | 0.10% | Reduce -3.7% | 8,501 | $423K |
| Osaic Holdings, Inc. | 0.00% | Reduce -71.9% | 8,442 | $420K |
| Private Advisor Group, LLC | 0.00% | Add +1.2% | 8,086 | $402K |
| BNP Paribas | 0.02% | Add +9.8% | 7,882 | $392K |
| Visionary Horizons, LLC | 0.28% | New | 7,716 | $384K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +9.4% | 6,726 | $334K |
| Vantage Financial Partners, LLC | 0.08% | Add +0.2% | 6,496 | $323K |
| Commonwealth Equity Services, LLC | 0.00% | Add +5.5% | 5,883 | $292K |
| B.O.S.S. Retirement Advisors, LLC | 0.07% | Add +22.4% | 5,706 | $284K |
| Transcendent Capital Group LLC | 0.15% | Reduce -1.1% | 5,383 | $268K |
| Mercer Global Advisors Inc. | 0.00% | Add +0.1% | 5,360 | $266K |
| Focus Partners Advisor Solutions, LLC | 0.01% | New | 5,147 | $256K |
| National Bank of Canada | 0.00% | Add +4.5% | 4,636 | $227K |
| Global Retirement Partners, LLC | 0.00% | Add +513.0% | 3,065 | $152K |
| Harbour Investments, Inc. | 0.00% | No change | 2,168 | $108K |
| Jones Financial Companies LLLP | 0.00% | New | 2,123 | $106K |
| Citigroup Inc. | 0.00% | Reduce -6.4% | 1,278 | $64K |
| US Bancorp \de | 0.00% | New | 1,059 | $53K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.6% | 670 | $33K |
| Sound Income Strategies, LLC | 0.00% | Reduce -3.2% | 514 | $26K |
| McIlrath & Eck, LLC | 0.00% | Add +1.3% | 485 | $24K |
| Bank of Montreal | 0.00% | No change | 295 | $15K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +0.4% | 263 | $13K |
| Continuum Advisory, LLC | 0.00% | Add +20.6% | 258 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 250 | $12K |
| Spotlight Asset Group, Inc. | 0.00% | New | 125 | $6K |
| Principal Securities, Inc. | 0.00% | Add +86.0% | 93 | $5K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -85.8% | 77 | $4K |
| Geneos Wealth Management Inc. | 0.00% | No change | 71 | $4K |
| Mb, Levis & Associates, LLC | 0.00% | Add +2.3% | 44 | $2K |
| Clarity Asset Management, Inc. | 0.00% | Add +2.4% | 43 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 33 | $2K |
| FMR LLC | 0.00% | Reduce -71.6% | 23 | $1K |
| Allworth Financial LP | 0.00% | Reduce -23.8% | 16 | $807 |
| Bogart Wealth, LLC | 0.00% | New | 12 | $597 |
"% 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.