iShares Core 10+ Year Usd BoILTBETF
13F holders, Q4 2024 (December 31)92holders
9new positions
12sold out
1famous investor
$48.67avg. 13F price*
At the end of Q4 2024, 92 institutions reported holding iShares Core 10+ Year Usd Bo (ILTB) in their 13F filings, unchanged from Q3 2024. 9 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($83.9M), AE Wealth Management LLC ($43.1M) and Ameriprise Financial Inc. ($19.9M). 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 Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $7.4M |
| Exits | 12 | $6.3M |
All 13F filers, Q3 2024 → Q4 2024: 910,897 shares bought and 825,792 shares sold, net +85,105 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 92 holders
| Bank of America Corp. | 0.01% | Add +27.8% | 1,724,855 | $83.9M |
| AE Wealth Management LLC | 0.37% | Add +15.3% | 885,337 | $43.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -37.8% | 409,674 | $19.9M |
| Focus Financial Network, Inc. | 0.63% | Add +3.4% | 324,043 | $15.8M |
| Wells Fargo & Company | 0.00% | Reduce -12.9% | 274,964 | $13.4M |
| Cedar Mountain Advisors, LLC | 2.11% | Reduce -7.7% | 197,464 | $9.6M |
| Peak Financial Management, Inc. | 2.50% | Add +1.3% | 171,360 | $8.3M |
| Verde Capital Management | 2.22% | Add +6.8% | 161,895 | $7.9M |
| LPL Financial LLC | 0.00% | Add +28.1% | 161,892 | $7.9M |
| BlackRock, Inc. | 0.00% | Add +11.9% | 154,991 | $7.5M |
| Morgan Stanley | 0.00% | Reduce -6.3% | 126,986 | $6.2M |
| ETF Portfolio Partners, Inc. | 1.82% | Reduce -21.6% | 124,731 | $6.1M |
| Raymond James Financial Inc. | 0.00% | — | 123,234 | $6.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +16.0% | 95,591 | $4.7M |
| Independent Wealth Network Inc. | 1.88% | Add +41.0% | 95,086 | $4.6M |
| Cetera Investment Advisers | 0.01% | Add +13.4% | 95,006 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -0.5% | 90,899 | $4.4M |
| Creative Financial Designs Inc. | 0.29% | Add +18.4% | 74,208 | $3.6M |
| UBS Group AG | 0.00% | Add +53.4% | 73,335 | $3.6M |
| Summit Wealth Partners, LLC | 0.71% | Add +26.2% | 71,365 | $3.5M |
| Citadel Advisors | 0.00% | New | 69,285 | $3.4M |
| Keybank National Association | 0.01% | No change | 61,085 | $3.0M |
| CreativeOne Wealth, LLC | 0.09% | Add +3.3% | 59,652 | $2.9M |
| Jane Street Group, LLC | 0.00% | New | 57,349 | $2.8M |
| JPMorgan Chase & Co. | 0.00% | Reduce -72.6% | 42,432 | $2.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -10.9% | 39,950 | $1.9M |
| Goldstone Financial Group, LLC | 0.28% | Reduce -8.8% | 36,464 | $1.8M |
| Prospera Financial Services Inc | 0.04% | Add +289.3% | 35,230 | $1.7M |
| Elevated Capital Advisors, LLC | 0.45% | Add +126.1% | 33,823 | $1.6M |
| Royal Bank of Canada | 0.00% | Reduce -56.3% | 28,451 | $1.4M |
| Wealthfront Advisers LLC | 0.00% | Add +13.7% | 27,807 | $1.4M |
| Safeguard Investment Advisory Group, LLC | 0.32% | Reduce -5.3% | 24,294 | $1.2M |
| Betterment LLC | 0.00% | Add +9.1% | 19,749 | $961K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -90.0% | 17,837 | $906K |
| Susquehanna International Group, LLP | 0.00% | New | 18,539 | $902K |
| Cresta Advisors, Ltd. | 0.46% | No change | 16,570 | $883K |
| Jones Financial Companies LLLP | 0.00% | Add +170.8% | 17,236 | $839K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Add +125.9% | 15,183 | $739K |
| International Assets Investment Management, LLC | 0.06% | Add +0.1% | 14,901 | $725K |
| Equitable Holdings, Inc. | 0.01% | Add +1.4% | 14,546 | $708K |
| Private Advisor Group, LLC | 0.00% | Add +1.1% | 13,437 | $654K |
| MML Investors Services, LLC | 0.00% | Add +17.8% | 13,338 | $649K |
| TD Private Client Wealth LLC | 0.02% | Reduce -3.8% | 13,079 | $636K |
| Osaic Holdings, Inc. | 0.00% | Add +30.4% | 12,684 | $617K |
| &partners | 0.01% | Reduce -27.4% | 12,096 | $580K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.5% | 11,721 | $570K |
| Visionary Horizons, LLC | 0.36% | Add +9.3% | 11,344 | $552K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -10.0% | 10,378 | $505K |
| Stifel Financial Corp. | 0.00% | Reduce -50.0% | 9,594 | $467K |
| Meeder Advisory Services, Inc. | 0.03% | No change | 9,150 | $445K |
| Secured Retirement Advisors, LLC | 0.25% | Reduce -11.8% | 8,909 | $433K |
| Tsfg, LLC | 0.08% | Add +0.2% | 8,237 | $401K |
| BNP Paribas | 0.01% | Add +0.9% | 7,583 | $369K |
| Advisors Asset Management, Inc. | 0.01% | Add +155.0% | 7,014 | $341K |
| Global Retirement Partners, LLC | 0.01% | Add +87.9% | 6,307 | $307K |
| Vantage Financial Partners, LLC | 0.07% | Reduce -12.4% | 5,469 | $266K |
| OneDigital Investment Advisors LLC | 0.00% | New | 5,139 | $250K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -5.5% | 4,967 | $242K |
| Everstar Asset Management, LLC | 0.14% | No change | 4,120 | $200K |
| Park Place Capital Corp | 0.06% | Reduce -72.6% | 4,067 | $198K |
| Comerica Bank | 0.00% | Add +17.6% | 3,293 | $160K |
| Citigroup Inc. | 0.00% | Reduce -9.7% | 2,825 | $137K |
| Harbour Investments, Inc. | 0.00% | Reduce -6.9% | 2,020 | $98K |
| Principal Securities, Inc. | 0.00% | Add +323.6% | 1,525 | $74K |
| Parkside Financial Bank & Trust | 0.01% | No change | 1,410 | $69K |
| Decker Retirement Planning Inc. | 0.03% | — | 1,133 | $55K |
| Cwm, LLC | 0.00% | New | 1,140 | $55K |
| National Bank of Canada | 0.00% | Reduce -76.6% | 1,105 | $54K |
| Sound Income Strategies, LLC | 0.00% | Add +0.2% | 482 | $23K |
| McIlrath & Eck, LLC | 0.00% | Reduce -9.2% | 446 | $22K |
| Bank of Montreal | 0.00% | Add +30.5% | 385 | $19K |
| Continuum Advisory, LLC | 0.00% | No change | 261 | $13K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 250 | $12K |
| Transcendent Capital Group LLC | 0.01% | Reduce -95.4% | 230 | $11K |
| Allworth Financial LP | 0.00% | Add +1112.5% | 194 | $9K |
| Crews Bank & Trust | 0.00% | — | 193 | $9K |
| Townsend Asset Management Corp. /NC/ | 0.00% | No change | 164 | $8K |
| Sunbelt Securities, Inc. | 0.00% | New | 150 | $7K |
| MAI Capital Management | 0.00% | New | 144 | $7K |
| US Bancorp \de | 0.00% | New | 117 | $6K |
| Plante Moran Financial Advisors, LLC | 0.00% | No change | 94 | $5K |
| Quest 10 Wealth Builders, Inc. | 0.00% | — | 63 | $3K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -22.1% | 60 | $3K |
| Mb, Levis & Associates, LLC | 0.00% | Add +2.3% | 45 | $2K |
| Clarity Asset Management, Inc. | 0.00% | Add +2.3% | 44 | $2K |
| FLP Wealth Management, LLC | 0.00% | — | 38 | $2K |
| Founders Financial Alliance, LLC | 0.00% | No change | 33 | $2K |
| Capital A Wealth Management, LLC | 0.00% | — | 24 | $1K |
| TD Waterhouse Canada Inc. | 0.00% | New | 19 | $923 |
| FMR LLC | 0.00% | Add +30.8% | 17 | $827 |
| Bogart Wealth, LLC | 0.00% | No change | 12 | $584 |
| Golden State Wealth Management, LLC | 0.00% | — | 2 | $97 |
"% 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.