iShares Core 10+ Year Usd BoILTBETF
13F holders, Q3 2024 (September 30)92holders +6
13new positions
8sold out
$53.27avg. 13F price*
At the end of Q3 2024, 92 institutions reported holding iShares Core 10+ Year Usd Bo (ILTB) in their 13F filings, up 6 from Q2 2024. 13 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($71.9M), AE Wealth Management LLC ($40.9M) and Ameriprise Financial Inc. ($35.1M).
- Company
- iShares Core 10+ Year Usd Bo
- CUSIP
- 464289479
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $15.4M |
| Exits | 8 | $62.2M |
All 13F filers, Q2 2024 → Q3 2024: 707,966 shares bought and 1,713,248 shares sold, net −1,005,282 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Bank of America Corp. | 0.01% | Reduce -2.0% | 1,349,184 | $71.9M |
| AE Wealth Management LLC | 0.37% | Reduce -17.7% | 768,129 | $40.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -15.6% | 658,685 | $35.1M |
| Wells Fargo & Company | 0.00% | Reduce -4.5% | 315,686 | $16.8M |
| Focus Financial Network, Inc. | 0.68% | Add +33.6% | 313,288 | $16.7M |
| Cedar Mountain Advisors, LLC | 2.57% | New | 214,013 | $11.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +422.5% | 178,245 | $9.5M |
| Peak Financial Management, Inc. | 2.65% | Add +3.5% | 169,113 | $9.0M |
| ETF Portfolio Partners, Inc. | 2.51% | Add +4.8% | 159,125 | $8.5M |
| JPMorgan Chase & Co. | 0.00% | Add +57.0% | 154,619 | $8.2M |
| Verde Capital Management | 2.42% | Add +1.8% | 151,552 | $8.1M |
| BlackRock, Inc. | 0.00% | — | 138,542 | $7.4M |
| Morgan Stanley | 0.00% | Add +4.1% | 135,480 | $7.2M |
| LPL Financial LLC | 0.00% | Add +10.3% | 126,331 | $6.7M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -1.0% | 91,310 | $4.9M |
| Cetera Investment Advisers | 0.01% | Add +38.6% | 83,763 | $4.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -8.1% | 82,417 | $4.4M |
| Independent Wealth Network Inc. | 1.59% | Add +0.9% | 67,443 | $3.6M |
| Royal Bank of Canada | 0.00% | Add +20.8% | 65,158 | $3.5M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +74.3% | 63,619 | $3.4M |
| Creative Financial Designs Inc. | 0.28% | Add +5.1% | 62,673 | $3.3M |
| Keybank National Association | 0.01% | No change | 61,085 | $3.3M |
| CreativeOne Wealth, LLC | 0.10% | Add +1.3% | 57,747 | $3.1M |
| Summit Wealth Partners, LLC | 0.58% | Add +5.8% | 56,552 | $3.0M |
| UBS Group AG | 0.00% | Add +10.9% | 47,814 | $2.5M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -18.4% | 44,817 | $2.4M |
| Goldstone Financial Group, LLC | 0.37% | Add +34.0% | 39,962 | $2.1M |
| Safeguard Investment Advisory Group, LLC | 0.39% | Reduce -31.4% | 25,668 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Reduce -21.1% | 24,455 | $1.3M |
| Rooted Wealth Advisors, Inc. | 0.48% | Reduce -67.5% | 20,887 | $1.1M |
| Stifel Financial Corp. | 0.00% | Add +14.8% | 19,170 | $1.0M |
| Betterment LLC | 0.00% | Reduce -0.1% | 18,099 | $964K |
| Old Mission Capital LLC | 0.02% | Reduce -62.1% | 17,750 | $946K |
| Mariner, LLC | 0.00% | New | 16,995 | $905K |
| &partners | 0.02% | Reduce -41.7% | 16,665 | $888K |
| Cresta Advisors, Ltd. | 0.46% | No change | 16,570 | $883K |
| Elevated Capital Advisors, LLC | 0.21% | New | 14,961 | $797K |
| International Assets Investment Management, LLC | 0.06% | Reduce -2.4% | 14,892 | $793K |
| Park Place Capital Corp | 0.23% | No change | 14,855 | $791K |
| Renasant Bank | 0.51% | No change | 14,477 | $771K |
| Equitable Holdings, Inc. | 0.01% | Add +1.0% | 14,349 | $764K |
| Sowell Financial Services LLC | 0.03% | New | 14,062 | $749K |
| TD Private Client Wealth LLC | 0.02% | Reduce -12.9% | 13,596 | $724K |
| Private Advisor Group, LLC | 0.00% | Add +64.4% | 13,297 | $708K |
| J.W. Cole Advisors, Inc. | 0.03% | Add +1.6% | 11,662 | $621K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +31.8% | 11,535 | $614K |
| MML Investors Services, LLC | 0.00% | Add +20.9% | 11,325 | $603K |
| Visionary Horizons, LLC | 0.37% | Add +34.5% | 10,378 | $553K |
| Secured Retirement Advisors, LLC | 0.39% | Reduce -7.7% | 10,095 | $538K |
| Osaic Holdings, Inc. | 0.00% | Add +15.2% | 9,728 | $518K |
| Meeder Advisory Services, Inc. | 0.03% | No change | 9,150 | $487K |
| Prospera Financial Services Inc | 0.01% | New | 9,050 | $482K |
| Mach-1 Financial Group, LLC | 0.27% | New | 8,235 | $439K |
| Tsfg, LLC | 0.10% | Reduce -3.3% | 8,223 | $438K |
| BNP Paribas | 0.02% | Reduce -4.7% | 7,513 | $400K |
| NorthRock Partners, LLC | 0.01% | Reduce -37.1% | 6,954 | $370K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -0.1% | 6,721 | $358K |
| Jones Financial Companies LLLP | 0.00% | Add +199.8% | 6,365 | $340K |
| Vantage Financial Partners, LLC | 0.08% | Reduce -3.9% | 6,240 | $332K |
| Mercer Global Advisors Inc. | 0.00% | Reduce -0.1% | 5,356 | $286K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -10.7% | 5,256 | $280K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Add +0.2% | 5,156 | $275K |
| Transcendent Capital Group LLC | 0.14% | Reduce -7.0% | 5,009 | $267K |
| B.O.S.S. Retirement Advisors, LLC | 0.05% | Reduce -12.4% | 4,998 | $266K |
| National Bank of Canada | 0.00% | Add +1.8% | 4,719 | $251K |
| Everstar Asset Management, LLC | 0.15% | — | 4,120 | $219K |
| Signal Advisors Wealth, LLC | 0.03% | New | 4,039 | $215K |
| Global Retirement Partners, LLC | 0.01% | Add +9.5% | 3,357 | $179K |
| Citigroup Inc. | 0.00% | Add +144.7% | 3,127 | $167K |
| Comerica Bank | 0.00% | New | 2,800 | $149K |
| Advisors Asset Management, Inc. | 0.00% | New | 2,751 | $147K |
| Harbour Investments, Inc. | 0.00% | Add +0.1% | 2,169 | $116K |
| Parkside Financial Bank & Trust | 0.01% | New | 1,410 | $75K |
| NewEdge Advisors, LLC | 0.00% | Reduce -25.4% | 500 | $27K |
| McIlrath & Eck, LLC | 0.00% | Add +1.2% | 491 | $26K |
| Sound Income Strategies, LLC | 0.00% | Reduce -6.4% | 481 | $26K |
| Principal Securities, Inc. | 0.00% | Add +287.1% | 360 | $19K |
| Bank of Montreal | 0.00% | No change | 295 | $16K |
| FinTrust Capital Advisors, LLC | 0.00% | Add +0.4% | 264 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 250 | $13K |
| Continuum Advisory, LLC | 0.00% | Add +1.2% | 261 | $13K |
| Townsend Asset Management Corp. /NC/ | 0.00% | New | 164 | $9K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 94 | $5K |
| Qube Research & Technologies Ltd | 0.00% | No change | 77 | $4K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 44 | $2K |
| Clarity Asset Management, Inc. | 0.00% | No change | 43 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 33 | $2K |
| Allworth Financial LP | 0.00% | No change | 16 | $853 |
| Peterson Financial Group, Inc. | 0.00% | New | 15 | $807 |
| FMR LLC | 0.00% | Reduce -43.5% | 13 | $700 |
| Bogart Wealth, LLC | 0.00% | No change | 12 | $639 |
| Concourse Financial Group Securities, Inc. | 0.00% | Add +0.0% | 2 | $106 |
"% 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.