iShares Core 10+ Year Usd BoILTBETF

13F holders, Q1 2026 (March 31)
84holders −6
7new positions
11sold out
1famous investor
$48.98avg. 13F price*

At the end of Q1 2026, 84 institutions reported holding iShares Core 10+ Year Usd Bo (ILTB) in their 13F filings, down 6 from Q4 2025. 7 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($106.1M), AE Wealth Management LLC ($63.8M) and Ameriprise Financial Inc. ($26.5M). 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions7$4.8M
Exits11$6.1M

All 13F filers, Q4 2025 → Q1 2026: 426,802 shares bought and 367,301 shares sold, net +59,501 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 84 holders

Bank of America Corp. 0.01% Add +0.4% 2,166,774 $106.1M
AE Wealth Management LLC 0.35% Add +6.7% 1,302,828 $63.8M
Ameriprise Financial Inc. 0.01% Add +25.9% 541,061 $26.5M
Focus Financial Network, Inc. 0.45% Add +4.7% 254,176 $12.4M
Retiremitten Financial LLC 6.00% — 253,473 $12.4M
Cedar Mountain Advisors, LLC 2.34% Add +2.4% 243,947 $11.9M
BlackRock, Inc. 0.00% Add +4.7% 205,417 $10.1M
Verde Capital Management 1.83% Reduce -4.3% 174,574 $8.6M
Wells Fargo & Company 0.00% Reduce -1.3% 171,250 $8.4M
UBS Group AG 0.00% Reduce -0.7% 170,277 $8.3M
LPL Financial LLC 0.00% Add +16.7% 133,533 $6.5M
Morgan Stanley 0.00% Reduce -0.9% 122,798 $6.0M
ETF Portfolio Partners, Inc. 1.35% Reduce -5.6% 105,011 $5.1M
Arkadios Wealth Advisors 0.07% Add +27.3% 91,731 $4.5M
Creative Financial Designs Inc. 0.25% Reduce -0.6% 83,439 $4.1M
Cetera Investment Advisers 0.00% Reduce -23.2% 82,465 $4.0M
Envestnet Asset Management Inc. 0.00% Reduce -9.8% 76,487 $3.7M
CreativeOne Wealth, LLC 0.08% Add +5.1% 71,940 $3.5M
Keybank National Association 0.01% No change 68,357 $3.3M
Schmidt P J Investment Management Inc. 0.54% Add +10.8% 65,719 $3.2M
Jones Financial Companies LLLP 0.00% Add +41.2% 55,990 $2.7M
Raymond James Financial Inc. 0.00% Reduce -10.4% 49,505 $2.4M
Wealthfront Advisers LLC 0.01% Add +3.5% 47,846 $2.3M
Independent Wealth Network Inc. 0.68% Reduce -62.2% 46,858 $2.3M
Equitable Holdings, Inc. 0.01% Add +126.4% 38,924 $1.9M
Citadel Advisors 0.00% New 38,905 $1.9M
Sound Income Strategies, LLC 0.09% Add +20.8% 39,008 $1.9M
Tounjian Advisory Partners, LLC 0.66% Reduce -2.7% 37,538 $1.8M
Royal Bank of Canada 0.00% Reduce -15.6% 34,955 $1.7M
Prospera Financial Services Inc 0.03% Reduce -8.3% 33,679 $1.7M
Thrivent Financial for Lutherans 0.00% New 30,439 $1.5M
Goldstone Financial Group, LLC 0.16% Reduce -14.9% 29,807 $1.5M
Betterment LLC 0.00% Add +5.0% 25,422 $1.2M
JPMorgan Chase & Co. 0.00% Reduce -4.2% 23,584 $1.2M
Cresta Advisors, Ltd. 0.45% No change 22,570 $1.1M
Elevated Capital Advisors, LLC 0.26% Reduce -13.1% 21,108 $1.0M
MML Investors Services, LLC 0.00% Reduce -4.4% 19,992 $979K
Summit Wealth Partners, LLC 0.13% Reduce -11.4% 16,894 $827K
Safeguard Investment Advisory Group, LLC 0.21% Reduce -8.1% 15,193 $744K
Jane Street Group, LLC 0.00% Add +7.4% 13,880 $680K
VestGen Advisors, LLC 0.02% New 11,517 $561K
Commonwealth Equity Services, LLC 0.00% Add +15.0% 11,133 $545K
Latitude Advisors, LLC 0.23% Reduce -0.2% 10,150 $497K
Cambridge Investment Research Advisors, Inc. 0.00% Add +7.3% 9,907 $485K
GWN Securities Inc. 0.09% Add +1.6% 9,247 $453K
Private Advisor Group, LLC 0.00% Add +3.5% 9,012 $441K
Sanctuary Advisors, LLC 0.00% Reduce -54.0% 8,226 $403K
Osaic Holdings, Inc. 0.00% Reduce -7.9% 7,850 $384K
Triad Wealth Partners, LLC 0.03% New 7,074 $346K
Advisory Services Network, LLC 0.00% New 6,935 $340K
Crescent Grove Advisors, LLC 0.03% No change 6,765 $331K
TD Private Client Wealth LLC 0.01% Add +15.1% 6,234 $305K
Tsfg, LLC 0.05% Reduce -15.1% 6,209 $304K
Planwiser Financial, LLC 0.22% Reduce -88.7% 6,110 $302K
Winter & Associates, Inc. 0.21% Add +0.1% 4,819 $236K
Focus Partners Advisor Solutions, LLC 0.00% Add +0.2% 4,819 $236K
&partners 0.00% Reduce -16.6% 4,599 $225K
International Assets Investment Management, LLC 0.02% Reduce -50.0% 4,597 $224K
Grey Fox Wealth Advisors, LLC 0.04% Reduce -74.3% 4,549 $223K
PlanVest Financial, Inc 0.13% — 3,500 $171K
Fifth Third Bancorp 0.00% New 3,293 $161K
Citigroup Inc. 0.00% Reduce -28.1% 2,817 $138K
Financial Consulate, Inc. 0.01% Add +0.8% 1,755 $86K
SHP Wealth Management 0.01% Reduce -71.9% 1,706 $84K
Geneos Wealth Management Inc. 0.00% Add +0.8% 1,562 $77K
National Bank of Canada 0.00% No change 1,220 $60K
Cwm, LLC 0.00% No change 1,140 $56K
Decker Retirement Planning Inc. 0.03% No change 1,133 $55K
IFP Advisors, Inc 0.00% Add +8.7% 1,043 $51K
Quest 10 Wealth Builders, Inc. 0.02% Add +1133.3% 444 $22K
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 $9K
MAI Capital Management 0.00% No change 144 $7K
Legacy Wealth Managment, LLC 0.00% No change 87 $4K
Qube Research & Technologies Ltd 0.00% No change 46 $2K
Vanguard Advisers Inc. 0.00% — 33 $2K
Allworth Financial LP 0.00% No change 16 $784
Spurstone Advisory Services, LLC 0.01% No change 14 $686
Bogart Wealth, LLC 0.00% No change 12 $588
FMR LLC 0.00% Reduce -94.3% 5 $227
Godfrey Financial Associates, Inc. 0.00% No change 1 $50
Quent Capital, LLC 0.00% No change 1 $49

"% 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.