iShares Core 10+ Year Usd BoILTBETF

13F holders, Q4 2025 (December 31)
90holders +1
8new positions
11sold out
$49.70avg. 13F price*

At the end of Q4 2025, 90 institutions reported holding iShares Core 10+ Year Usd Bo (ILTB) in their 13F filings, up 1 from Q3 2025. 8 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($107.3M), AE Wealth Management LLC ($60.7M) and Ameriprise Financial Inc. ($21.3M).

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 Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions8$7.4M
Exits11$2.6M

All 13F filers, Q3 2025 → Q4 2025: 1,049,493 shares bought and 293,707 shares sold, net +755,786 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 90 holders

Bank of America Corp. 0.01% Add +18.9% 2,158,603 $107.3M
AE Wealth Management LLC 0.35% Add +12.7% 1,221,142 $60.7M
Ameriprise Financial Inc. 0.00% Add +59.2% 429,623 $21.3M
Focus Financial Network, Inc. 0.42% Add +2.3% 242,795 $12.1M
Cedar Mountain Advisors, LLC 2.28% Reduce -1.6% 238,334 $11.8M
BlackRock, Inc. 0.00% Add +6.0% 196,248 $9.8M
Verde Capital Management 1.93% Reduce -0.2% 182,491 $9.1M
Wells Fargo & Company 0.00% Reduce -11.9% 173,551 $8.6M
UBS Group AG 0.00% Add +43.3% 171,518 $8.5M
Independent Wealth Network Inc. 1.89% Add +9.2% 124,108 $6.2M
Morgan Stanley 0.00% Add +5.3% 123,908 $6.2M
LPL Financial LLC 0.00% Add +8.9% 114,432 $5.7M
ETF Portfolio Partners, Inc. 1.43% Reduce -1.5% 111,263 $5.5M
Cetera Investment Advisers 0.01% Add +4.0% 107,356 $5.3M
Envestnet Asset Management Inc. 0.00% Add +15.2% 84,840 $4.2M
Creative Financial Designs Inc. 0.26% Add +10.3% 83,952 $4.2M
Arkadios Wealth Advisors 0.07% New 72,046 $3.6M
CreativeOne Wealth, LLC 0.08% Add +3.5% 68,423 $3.4M
Keybank National Association 0.01% No change 68,357 $3.4M
Schmidt P J Investment Management Inc. 0.48% Add +9.7% 59,303 $2.9M
Raymond James Financial Inc. 0.00% Reduce -21.3% 55,258 $2.7M
Planwiser Financial, LLC 2.02% Add +940.7% 54,118 $2.7M
Wealthfront Advisers LLC 0.01% Add +8.3% 46,249 $2.3M
Royal Bank of Canada 0.00% Add +25.7% 41,406 $2.1M
Jones Financial Companies LLLP 0.00% Add +62.3% 39,664 $2.0M
Tounjian Advisory Partners, LLC 0.65% Reduce -1.1% 38,594 $1.9M
Prospera Financial Services Inc 0.03% Reduce -2.6% 36,733 $1.8M
Mach-1 Financial Group, LLC 0.36% New 35,080 $1.7M
Goldstone Financial Group, LLC 0.19% Reduce -3.9% 35,048 $1.7M
Sound Income Strategies, LLC 0.08% Add +6965.0% 32,287 $1.6M
Truist Financial Corp. 0.00% New 32,205 $1.6M
Susquehanna International Group, LLP 0.00% Reduce -31.8% 29,056 $1.4M
JPMorgan Chase & Co. 0.00% Reduce -0.5% 24,628 $1.2M
Elevated Capital Advisors, LLC 0.28% Reduce -4.7% 24,291 $1.2M
Betterment LLC 0.00% Add +0.4% 24,224 $1.2M
Cresta Advisors, Ltd. 0.47% No change 22,570 $1.1M
MML Investors Services, LLC 0.00% Add +16.8% 20,921 $1.0M
Veratis Advisors, Inc. 0.80% — 19,977 $1.0M
Summit Wealth Partners, LLC 0.18% Reduce -21.5% 19,067 $948K
Sanctuary Advisors, LLC 0.00% Add +11.9% 17,881 $889K
Grey Fox Wealth Advisors, LLC 0.18% Add +118.4% 17,704 $880K
Equitable Holdings, Inc. 0.01% Add +23.3% 17,194 $855K
Safeguard Investment Advisory Group, LLC 0.21% Reduce -14.1% 16,535 $822K
J.W. Cole Advisors, Inc. 0.02% Reduce -4.1% 13,894 $691K
Jane Street Group, LLC 0.00% Reduce -90.3% 12,928 $643K
Latitude Advisors, LLC 0.22% Add +0.0% 10,170 $505K
Commonwealth Equity Services, LLC 0.00% Add +100.6% 9,678 $481K
Cambridge Investment Research Advisors, Inc. 0.00% Reduce -1.3% 9,232 $459K
Envestnet Portfolio Solutions, Inc. 0.00% New 9,232 $459K
International Assets Investment Management, LLC 0.03% Reduce -13.0% 9,190 $457K
GWN Securities Inc. 0.09% Add +4.3% 9,097 $452K
Private Advisor Group, LLC 0.00% Reduce -10.5% 8,705 $433K
Osaic Holdings, Inc. 0.00% Add +34.9% 8,523 $424K
Tsfg, LLC 0.05% Reduce -1.2% 7,314 $364K
Crescent Grove Advisors, LLC 0.03% No change 6,765 $336K
SHP Wealth Management 0.02% — 6,070 $302K
TD Private Client Wealth LLC 0.01% Reduce -33.2% 5,415 $269K
Global Retirement Partners, LLC 0.00% Reduce -3.0% 5,048 $251K
Winter & Associates, Inc. 0.22% — 4,812 $239K
Focus Partners Advisor Solutions, LLC 0.00% Reduce -47.6% 4,811 $239K
&partners 0.00% Add +12.6% 5,515 $235K
Citigroup Inc. 0.00% Add +107.0% 3,915 $195K
Advisors Asset Management, Inc. 0.00% Reduce -51.3% 3,499 $174K
Comerica Bank 0.00% No change 3,293 $164K
Financial Consulate, Inc. 0.01% Add +1.6% 1,741 $87K
Geneos Wealth Management Inc. 0.00% Reduce -75.8% 1,550 $77K
National Bank of Canada 0.00% No change 1,220 $61K
Cwm, LLC 0.00% No change 1,140 $57K
Decker Retirement Planning Inc. 0.03% No change 1,133 $56K
IFP Advisors, Inc 0.00% Add +32.4% 960 $48K
McIlrath & Eck, LLC 0.00% Add +8.5% 421 $21K
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
Retirement Wealth Solutions LLC 0.00% New 153 $8K
MAI Capital Management 0.00% No change 144 $7K
FMR LLC 0.00% Reduce -13.0% 87 $4K
Legacy Wealth Managment, LLC 0.00% New 87 $4K
Qube Research & Technologies Ltd 0.00% No change 46 $2K
Quest 10 Wealth Builders, Inc. 0.00% No change 36 $2K
Kingdom Financial Group LLC. 0.00% Reduce -99.9% 27 $1K
Allworth Financial LP 0.00% No change 16 $796
Spurstone Advisory Services, LLC 0.01% No change 14 $696
Bogart Wealth, LLC 0.00% No change 12 $596
Cape Investment Advisory, Inc. 0.00% Reduce -14.3% 6 $319
American Wealth Advisors, LLC 0.00% No change 4 $217
Godfrey Financial Associates, Inc. 0.00% — 1 $51
Quent Capital, LLC 0.00% New 1 $50
CoreCap Advisors, LLC 0.00% New 1 $39

"% 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.