iShares Core 10+ Year Usd BoILTBETF

13F holders, Q3 2025 (September 30)
89holders
9new positions
9sold out
1famous investor
$50.49avg. 13F price*

At the end of Q3 2025, 89 institutions reported holding iShares Core 10+ Year Usd Bo (ILTB) in their 13F filings, unchanged from Q2 2025. 9 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($91.7M), AE Wealth Management LLC ($54.7M) and Ameriprise Financial Inc. ($13.6M). 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

020406080100 Q1 2024: 87Q1 2024Q2 2024: 86Q2 2024Q3 2024: 92Q3 2024Q4 2024: 92Q4 2024Q1 2025: 96Q1 2025Q2 2025: 89Q2 2025Q3 2025: 89Q3 2025Q4 2025: 90Q4 2025Q1 2026: 84Q1 2026Q2 2026: 88Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions9$1.7M
Exits9$4.4M

All 13F filers, Q2 2025 → Q3 2025: 332,017 shares bought and 704,316 shares sold, net −372,299 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 89 holders

Bank of America Corp. 0.01% Reduce -13.7% 1,816,035 $91.7M
AE Wealth Management LLC 0.35% Add +7.8% 1,083,977 $54.7M
Ameriprise Financial Inc. 0.00% Reduce -35.7% 269,885 $13.6M
Cedar Mountain Advisors, LLC 2.38% Add +6.0% 242,214 $12.2M
Focus Financial Network, Inc. 0.43% Add +2.1% 237,371 $12.0M
Wells Fargo & Company 0.00% Reduce -0.8% 197,027 $9.9M
BlackRock, Inc. 0.00% Add +11.1% 185,229 $9.4M
Verde Capital Management 2.05% Add +8.0% 182,929 $9.2M
Jane Street Group, LLC 0.01% Add +199.6% 133,272 $6.7M
UBS Group AG 0.00% Add +21.4% 119,732 $6.0M
Morgan Stanley 0.00% Reduce -4.5% 117,630 $5.9M
Independent Wealth Network Inc. 1.85% Add +6.4% 113,650 $5.7M
ETF Portfolio Partners, Inc. 1.52% Add +0.9% 112,993 $5.7M
LPL Financial LLC 0.00% Reduce -3.1% 105,120 $5.3M
Cetera Investment Advisers 0.01% Add +3.8% 103,275 $5.2M
Creative Financial Designs Inc. 0.26% Add +0.1% 76,086 $3.8M
Envestnet Asset Management Inc. 0.00% Reduce -2.6% 73,619 $3.7M
Raymond James Financial Inc. 0.00% Reduce -4.2% 70,223 $3.5M
Keybank National Association 0.01% No change 68,357 $3.5M
CreativeOne Wealth, LLC 0.08% Add +11.9% 66,114 $3.3M
Schmidt P J Investment Management Inc. 0.45% Add +7.1% 54,046 $2.7M
Wealthfront Advisers LLC 0.01% Reduce -6.0% 42,719 $2.2M
Susquehanna International Group, LLP 0.00% Add +4.7% 42,602 $2.2M
Tounjian Advisory Partners, LLC 0.66% Reduce -10.1% 39,036 $2.0M
Prospera Financial Services Inc 0.03% Reduce -4.0% 37,698 $1.9M
Goldstone Financial Group, LLC 0.22% Add +10.7% 36,468 $1.8M
Kingdom Financial Group LLC. 1.04% Add +189.0% 33,637 $1.7M
Royal Bank of Canada 0.00% Reduce -17.1% 32,940 $1.7M
Citadel Advisors 0.00% Reduce -70.5% 29,174 $1.5M
Elevated Capital Advisors, LLC 0.32% Reduce -15.1% 25,499 $1.3M
JPMorgan Chase & Co. 0.00% Reduce -12.9% 24,757 $1.2M
Jones Financial Companies LLLP 0.00% Add +8.9% 24,432 $1.2M
Summit Wealth Partners, LLC 0.22% Reduce -27.5% 24,297 $1.2M
Betterment LLC 0.00% Reduce -4.1% 24,131 $1.2M
Cresta Advisors, Ltd. 0.51% No change 22,570 $1.1M
Safeguard Investment Advisory Group, LLC 0.24% Reduce -12.3% 19,256 $972K
MML Investors Services, LLC 0.00% Add +19.3% 17,911 $904K
Sanctuary Advisors, LLC 0.00% New 15,974 $807K
J.W. Cole Advisors, Inc. 0.01% Reduce -8.5% 14,484 $731K
Equitable Holdings, Inc. 0.01% Add +4.0% 13,941 $704K
International Assets Investment Management, LLC 0.04% No change 10,565 $522K
Latitude Advisors, LLC 0.23% No change 10,169 $513K
Private Advisor Group, LLC 0.00% Add +0.8% 9,722 $491K
Cambridge Investment Research Advisors, Inc. 0.00% Add +1.3% 9,354 $472K
Focus Partners Advisor Solutions, LLC 0.01% Add +91.8% 9,179 $463K
GWN Securities Inc. 0.10% Reduce -1.8% 8,724 $441K
TD Private Client Wealth LLC 0.01% Reduce -33.6% 8,109 $409K
Grey Fox Wealth Advisors, LLC 0.08% Reduce -27.1% 8,105 $409K
Tsfg, LLC 0.06% Add +0.1% 7,400 $374K
Advisors Asset Management, Inc. 0.01% Reduce -6.8% 7,183 $363K
Crescent Grove Advisors, LLC 0.03% Reduce -8.1% 6,765 $342K
Geneos Wealth Management Inc. 0.01% New 6,393 $323K
Osaic Holdings, Inc. 0.00% Add +2.2% 6,319 $314K
Global Retirement Partners, LLC 0.01% Reduce -9.3% 5,204 $263K
Planwiser Financial, LLC 0.21% Reduce -89.3% 5,200 $262K
Vantage Financial Partners, LLC 0.05% Reduce -0.6% 4,902 $248K
&partners 0.00% Reduce -0.5% 4,899 $247K
Thrivent Financial for Lutherans 0.00% New 4,899 $247K
Commonwealth Equity Services, LLC 0.00% Reduce -16.2% 4,824 $244K
Signal Advisors Wealth, LLC 0.02% Reduce -6.3% 3,979 $201K
Advisory Services Network, LLC 0.00% New 3,979 $201K
Comerica Bank 0.00% No change 3,293 $166K
Park Place Capital Corp 0.02% Reduce -36.3% 2,030 $102K
Citigroup Inc. 0.00% Add +33.8% 1,891 $95K
Financial Consulate, Inc. 0.01% New 1,713 $87K
Principal Securities, Inc. 0.00% Reduce -0.9% 1,408 $71K
National Bank of Canada 0.00% No change 1,220 $62K
Cwm, LLC 0.00% No change 1,140 $58K
Decker Retirement Planning Inc. 0.03% No change 1,133 $57K
IFP Advisors, Inc 0.00% No change 725 $37K
Sound Income Strategies, LLC 0.00% Add +0.2% 457 $23K
McIlrath & Eck, LLC 0.00% Reduce -0.3% 388 $20K
Bank of Montreal 0.00% No change 385 $19K
Steward Partners Investment Advisory, LLC 0.00% No change 250 $13K
Northwestern Mutual Wealth Management Co. 0.00% New 210 $11K
Rossby Financial, LCC 0.00% No change 208 $11K
Crews Bank & Trust 0.00% No change 193 $10K
MAI Capital Management 0.00% No change 144 $7K
FMR LLC 0.00% New 100 $5K
Qube Research & Technologies Ltd 0.00% No change 46 $2K
Clarity Asset Management, Inc. 0.00% No change 45 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 36 $2K
Atlantic Union Bankshares Corp 0.00% New 26 $1K
Allworth Financial LP 0.00% No change 16 $808
Spurstone Advisory Services, LLC 0.01% No change 14 $706
Bogart Wealth, LLC 0.00% No change 12 $606
Cape Investment Advisory, Inc. 0.00% Add +16.7% 7 $356
American Wealth Advisors, LLC 0.00% — 4 $217
Glass Jacobson Investment Advisors llc 0.00% New 2 $101

"% 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.