iShares Core 10+ Year Usd BoILTBETF
13F holders, Q1 2025 (March 31)96holders +4
15new positions
12sold out
1famous investor
$50.33avg. 13F price*
At the end of Q1 2025, 96 institutions reported holding iShares Core 10+ Year Usd Bo (ILTB) in their 13F filings, up 4 from Q4 2024. 15 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($103.9M), AE Wealth Management LLC ($46.6M) and Ameriprise Financial Inc. ($36.3M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $4.5M |
| Exits | 12 | $1.9M |
All 13F filers, Q4 2024 → Q1 2025: 902,366 shares bought and 346,336 shares sold, net +556,030 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 96 holders
| Bank of America Corp. | 0.01% | Add +20.5% | 2,078,647 | $103.9M |
| AE Wealth Management LLC | 0.39% | Add +5.3% | 931,837 | $46.6M |
| Ameriprise Financial Inc. | 0.01% | Add +70.4% | 698,010 | $36.3M |
| Focus Financial Network, Inc. | 0.68% | Add +3.0% | 333,699 | $16.7M |
| Wells Fargo & Company | 0.00% | Reduce -14.6% | 234,891 | $11.7M |
| Cedar Mountain Advisors, LLC | 2.51% | Add +13.4% | 224,006 | $11.2M |
| Peak Financial Management, Inc. | 2.61% | Add +1.6% | 174,045 | $8.7M |
| Verde Capital Management | 2.37% | Add +3.0% | 166,687 | $8.3M |
| BlackRock, Inc. | 0.00% | Add +6.6% | 165,286 | $8.3M |
| Morgan Stanley | 0.00% | Reduce -3.8% | 122,112 | $6.1M |
| LPL Financial LLC | 0.00% | Reduce -28.6% | 115,522 | $5.8M |
| Independent Wealth Network Inc. | 2.06% | Add +8.6% | 103,257 | $5.2M |
| ETF Portfolio Partners, Inc. | 1.48% | Reduce -21.0% | 98,513 | $4.9M |
| Citadel Advisors | 0.00% | Add +33.8% | 92,691 | $4.6M |
| Cetera Investment Advisers | 0.01% | Reduce -3.4% | 91,750 | $4.6M |
| Atria Wealth Solutions, Inc. | 0.05% | Reduce -6.8% | 84,679 | $4.2M |
| Raymond James Financial Inc. | 0.00% | Reduce -36.2% | 78,631 | $3.9M |
| Creative Financial Designs Inc. | 0.31% | Add +4.0% | 77,171 | $3.9M |
| UBS Group AG | 0.00% | Add +1.6% | 74,503 | $3.7M |
| Planwiser Financial, LLC | 3.33% | — | 75,820 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.4% | 73,214 | $3.7M |
| CreativeOne Wealth, LLC | 0.10% | Add +10.9% | 66,161 | $3.3M |
| Summit Wealth Partners, LLC | 0.65% | Reduce -10.1% | 64,177 | $3.2M |
| Keybank National Association | 0.01% | No change | 61,085 | $3.1M |
| Tounjian Advisory Partners, LLC | 0.41% | — | 43,604 | $2.2M |
| Royal Bank of Canada | 0.00% | Add +51.6% | 43,120 | $2.2M |
| Prospera Financial Services Inc | 0.05% | Add +18.3% | 41,662 | $2.1M |
| JPMorgan Chase & Co. | 0.00% | Reduce -6.6% | 39,645 | $2.0M |
| Goldstone Financial Group, LLC | 0.25% | Reduce -11.1% | 32,434 | $1.6M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -19.8% | 32,061 | $1.6M |
| Elevated Capital Advisors, LLC | 0.42% | Reduce -11.2% | 30,023 | $1.5M |
| Coppell Advisory Solutions LLC | 0.18% | New | 6,100 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +26.6% | 23,472 | $1.2M |
| Safeguard Investment Advisory Group, LLC | 0.31% | Reduce -4.7% | 23,153 | $1.2M |
| Cresta Advisors, Ltd. | 0.58% | Add +36.2% | 22,570 | $1.1M |
| Betterment LLC | 0.00% | Add +11.9% | 22,092 | $1.1M |
| Jane Street Group, LLC | 0.00% | Reduce -62.1% | 21,714 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +23.1% | 21,211 | $1.1M |
| Mach-1 Financial Group, LLC | 0.29% | New | 19,081 | $954K |
| Thrivent Financial for Lutherans | 0.00% | No change | 17,837 | $906K |
| Wealthfront Advisers LLC | 0.00% | Reduce -40.4% | 16,578 | $829K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +33.8% | 15,685 | $784K |
| Equitable Holdings, Inc. | 0.01% | Add +0.7% | 14,645 | $732K |
| MML Investors Services, LLC | 0.00% | Add +5.7% | 14,100 | $705K |
| International Assets Investment Management, LLC | 0.06% | Reduce -7.2% | 13,826 | $691K |
| TD Private Client Wealth LLC | 0.02% | Reduce -12.7% | 11,423 | $571K |
| Latitude Advisors, LLC | 0.30% | New | 10,169 | $508K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.9% | 9,666 | $483K |
| BNP Paribas | 0.02% | Add +20.4% | 9,133 | $457K |
| GWN Securities Inc. | 0.03% | New | 8,908 | $445K |
| Private Advisor Group, LLC | 0.00% | Reduce -36.6% | 8,518 | $426K |
| Advisors Asset Management, Inc. | 0.01% | Add +11.7% | 7,832 | $392K |
| Tsfg, LLC | 0.08% | Reduce -10.4% | 7,378 | $369K |
| Osaic Holdings, Inc. | 0.00% | Reduce -44.4% | 7,052 | $353K |
| &partners | 0.00% | Reduce -51.2% | 5,906 | $293K |
| Integrated Wealth Concepts LLC | 0.00% | New | 5,490 | $275K |
| Vantage Financial Partners, LLC | 0.07% | Reduce -2.8% | 5,314 | $266K |
| Focus Partners Advisor Solutions, LLC | 0.00% | New | 5,230 | $262K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -1.3% | 4,903 | $245K |
| Envestnet Portfolio Solutions, Inc. | 0.00% | Reduce -67.8% | 4,884 | $244K |
| Concurrent Investment Advisors, LLC | 0.01% | New | 4,654 | $233K |
| Stifel Financial Corp. | 0.00% | Reduce -54.4% | 4,374 | $219K |
| Old Mission Capital LLC | 0.00% | New | 4,348 | $217K |
| Signal Advisors Wealth, LLC | 0.02% | New | 4,328 | $216K |
| Comerica Bank | 0.00% | No change | 3,293 | $165K |
| Park Place Capital Corp | 0.04% | Reduce -21.7% | 3,186 | $159K |
| Parkside Financial Bank & Trust | 0.02% | Add +116.0% | 3,046 | $152K |
| Harbour Investments, Inc. | 0.00% | No change | 2,020 | $101K |
| Principal Securities, Inc. | 0.00% | Add +2.8% | 1,568 | $76K |
| Citigroup Inc. | 0.00% | Reduce -49.2% | 1,436 | $72K |
| National Bank of Canada | 0.00% | Add +10.4% | 1,220 | $60K |
| Cwm, LLC | 0.00% | No change | 1,140 | $57K |
| Decker Retirement Planning Inc. | 0.04% | No change | 1,133 | $57K |
| IFP Advisors, Inc | 0.00% | New | 725 | $36K |
| Sound Income Strategies, LLC | 0.00% | Reduce -2.3% | 471 | $24K |
| Larson Financial Group LLC | 0.00% | New | 411 | $21K |
| McIlrath & Eck, LLC | 0.00% | Reduce -7.8% | 411 | $21K |
| Bank of Montreal | 0.00% | No change | 385 | $19K |
| Olde Wealth Management, LLC | 0.00% | New | 282 | $14K |
| Continuum Advisory, LLC | 0.00% | Add +3.5% | 270 | $14K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 250 | $13K |
| FMR LLC | 0.00% | Add +1164.7% | 215 | $11K |
| Rossby Financial, LCC | 0.00% | New | 208 | $10K |
| Crews Bank & Trust | 0.00% | No change | 193 | $10K |
| Sunbelt Securities, Inc. | 0.00% | No change | 150 | $8K |
| MAI Capital Management | 0.00% | No change | 144 | $7K |
| Quest 10 Wealth Builders, Inc. | 0.01% | Add +79.4% | 113 | $6K |
| Qube Research & Technologies Ltd | 0.00% | Reduce -23.3% | 46 | $2K |
| Mb, Levis & Associates, LLC | 0.00% | No change | 45 | $2K |
| Clarity Asset Management, Inc. | 0.00% | No change | 44 | $2K |
| Capital A Wealth Management, LLC | 0.00% | No change | 24 | $1K |
| Allworth Financial LP | 0.00% | Reduce -91.8% | 16 | $780 |
| Spurstone Advisory Services, LLC | 0.01% | New | 14 | $700 |
| Bogart Wealth, LLC | 0.00% | No change | 12 | $600 |
| Cape Investment Advisory, Inc. | 0.00% | New | 7 | $362 |
| Golden State Wealth Management, LLC | 0.00% | No change | 2 | $100 |
"% 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.