iShares Core 10+ Year Usd BoILTBETF
13F holders, Q2 2025 (June 30)89holders −7
8new positions
15sold out
1famous investor
$49.42avg. 13F price*
At the end of Q2 2025, 89 institutions reported holding iShares Core 10+ Year Usd Bo (ILTB) in their 13F filings, down 7 from Q1 2025. 8 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($104.0M), AE Wealth Management LLC ($49.7M) and Ameriprise Financial Inc. ($20.8M). 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 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $4.3M |
| Exits | 15 | $9.2M |
All 13F filers, Q1 2025 → Q2 2025: 339,259 shares bought and 811,001 shares sold, net −471,742 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 89 holders
| Bank of America Corp. | 0.01% | Add +1.2% | 2,103,591 | $104.0M |
| AE Wealth Management LLC | 0.36% | Add +8.0% | 1,005,935 | $49.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -39.9% | 419,725 | $20.8M |
| Focus Financial Network, Inc. | 0.45% | Reduce -30.3% | 232,559 | $11.5M |
| Cedar Mountain Advisors, LLC | 2.35% | Add +2.0% | 228,570 | $11.3M |
| Wells Fargo & Company | 0.00% | Reduce -15.4% | 198,723 | $9.8M |
| Verde Capital Management | 2.07% | Add +1.7% | 169,463 | $8.4M |
| BlackRock, Inc. | 0.00% | Add +0.8% | 166,698 | $8.2M |
| Morgan Stanley | 0.00% | Add +0.9% | 123,195 | $6.1M |
| ETF Portfolio Partners, Inc. | 1.53% | Add +13.7% | 112,031 | $5.5M |
| LPL Financial LLC | 0.00% | Reduce -6.1% | 108,485 | $5.4M |
| Independent Wealth Network Inc. | 1.93% | Add +3.5% | 106,852 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +8.4% | 99,482 | $4.9M |
| Citadel Advisors | 0.00% | Add +6.5% | 98,737 | $4.9M |
| UBS Group AG | 0.00% | Add +32.4% | 98,650 | $4.9M |
| Creative Financial Designs Inc. | 0.27% | Reduce -1.5% | 75,996 | $3.8M |
| Envestnet Asset Management Inc. | 0.00% | Add +3.2% | 75,551 | $3.7M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.8% | 73,321 | $3.6M |
| Keybank National Association | 0.01% | Add +11.9% | 68,357 | $3.4M |
| CreativeOne Wealth, LLC | 0.08% | Reduce -10.7% | 59,076 | $2.9M |
| Peak Financial Management, Inc. | 0.74% | Reduce -69.8% | 52,564 | $2.6M |
| Schmidt P J Investment Management Inc. | 0.43% | New | 50,473 | $2.5M |
| Planwiser Financial, LLC | 2.02% | Reduce -35.7% | 48,739 | $2.4M |
| Wealthfront Advisers LLC | 0.01% | Add +174.0% | 45,423 | $2.2M |
| Jane Street Group, LLC | 0.00% | Add +104.9% | 44,484 | $2.2M |
| Tounjian Advisory Partners, LLC | 0.42% | Reduce -0.4% | 43,414 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Add +73.3% | 40,674 | $2.0M |
| Royal Bank of Canada | 0.00% | Reduce -7.9% | 39,711 | $2.0M |
| Prospera Financial Services Inc | 0.04% | Reduce -5.7% | 39,272 | $1.9M |
| Summit Wealth Partners, LLC | 0.32% | Reduce -47.8% | 33,518 | $1.7M |
| Goldstone Financial Group, LLC | 0.21% | Add +1.6% | 32,939 | $1.6M |
| Elevated Capital Advisors, LLC | 0.42% | No change | 30,023 | $1.5M |
| JPMorgan Chase & Co. | 0.00% | Reduce -28.3% | 28,425 | $1.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -11.8% | 28,289 | $1.4M |
| Betterment LLC | 0.00% | Add +13.9% | 25,167 | $1.2M |
| Cresta Advisors, Ltd. | 0.54% | No change | 22,570 | $1.1M |
| Jones Financial Companies LLLP | 0.00% | Add +5.8% | 22,435 | $1.1M |
| Safeguard Investment Advisory Group, LLC | 0.27% | Reduce -5.2% | 21,953 | $1.1M |
| J.W. Cole Advisors, Inc. | 0.02% | Add +0.9% | 15,825 | $782K |
| MML Investors Services, LLC | 0.00% | Add +6.5% | 15,012 | $742K |
| Equitable Holdings, Inc. | 0.01% | Reduce -8.5% | 13,402 | $662K |
| TD Private Client Wealth LLC | 0.01% | Add +7.0% | 12,221 | $604K |
| Kingdom Financial Group LLC. | 0.50% | New | 11,640 | $575K |
| Grey Fox Wealth Advisors, LLC | 0.13% | New | 11,114 | $549K |
| International Assets Investment Management, LLC | 0.04% | Reduce -23.6% | 10,565 | $522K |
| Latitude Advisors, LLC | 0.25% | No change | 10,169 | $503K |
| Private Advisor Group, LLC | 0.00% | Add +13.3% | 9,649 | $477K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -4.5% | 9,231 | $456K |
| GWN Securities Inc. | 0.08% | Reduce -0.2% | 8,887 | $440K |
| Advisors Asset Management, Inc. | 0.01% | Reduce -1.5% | 7,711 | $381K |
| Tsfg, LLC | 0.07% | Add +0.1% | 7,389 | $365K |
| Crescent Grove Advisors, LLC | 0.04% | New | 7,360 | $364K |
| Osaic Holdings, Inc. | 0.00% | Reduce -12.3% | 6,185 | $306K |
| Commonwealth Equity Services, LLC | 0.00% | Add +17.4% | 5,757 | $285K |
| Global Retirement Partners, LLC | 0.01% | — | 5,741 | $284K |
| Vantage Financial Partners, LLC | 0.06% | Reduce -7.2% | 4,930 | $244K |
| &partners | 0.00% | Reduce -16.6% | 4,924 | $243K |
| Focus Partners Advisor Solutions, LLC | 0.00% | Reduce -8.5% | 4,787 | $237K |
| Visionary Horizons, LLC | 0.13% | New | 4,258 | $210K |
| Signal Advisors Wealth, LLC | 0.02% | Reduce -1.9% | 4,247 | $210K |
| Comerica Bank | 0.00% | No change | 3,293 | $163K |
| Park Place Capital Corp | 0.04% | No change | 3,186 | $157K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,542 | $76K |
| Principal Securities, Inc. | 0.00% | Reduce -9.4% | 1,421 | $70K |
| Citigroup Inc. | 0.00% | Reduce -1.6% | 1,413 | $70K |
| Parkside Financial Bank & Trust | 0.01% | Reduce -57.0% | 1,311 | $65K |
| National Bank of Canada | 0.00% | No change | 1,220 | $60K |
| Capital A Wealth Management, LLC | 0.67% | Add +4650.0% | 1,140 | $60K |
| Cwm, LLC | 0.00% | No change | 1,140 | $56K |
| Decker Retirement Planning Inc. | 0.03% | No change | 1,133 | $56K |
| IFP Advisors, Inc | 0.00% | No change | 725 | $36K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 600 | $30K |
| Sound Income Strategies, LLC | 0.00% | Reduce -3.2% | 456 | $23K |
| McIlrath & Eck, LLC | 0.00% | Reduce -5.3% | 389 | $19K |
| Bank of Montreal | 0.00% | No change | 385 | $19K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 250 | $12K |
| Rossby Financial, LCC | 0.00% | No change | 208 | $10K |
| Crews Bank & Trust | 0.00% | No change | 193 | $10K |
| Townsend Asset Management Corp. /NC/ | 0.00% | New | 164 | $8K |
| Sunbelt Securities, Inc. | 0.00% | No change | 150 | $7K |
| MAI Capital Management | 0.00% | No change | 144 | $7K |
| Qube Research & Technologies Ltd | 0.00% | No change | 46 | $2K |
| Clarity Asset Management, Inc. | 0.00% | Add +2.3% | 45 | $2K |
| Quest 10 Wealth Builders, Inc. | 0.00% | Reduce -68.1% | 36 | $2K |
| Allworth Financial LP | 0.00% | No change | 16 | $791 |
| Spurstone Advisory Services, LLC | 0.01% | No change | 14 | $691 |
| Bogart Wealth, LLC | 0.00% | No change | 12 | $593 |
| Cape Investment Advisory, Inc. | 0.00% | Reduce -14.3% | 6 | $318 |
| Golden State Wealth Management, LLC | 0.00% | No change | 2 | $99 |
"% 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.