iShares Core 5-10 Year UsdIMTBETF
13F holders, Q2 2026 (June 30)63holders +2
10new positions
8sold out
1famous investor
$43.63avg. 13F price*
At the end of Q2 2026, 63 institutions reported holding iShares Core 5-10 Year Usd (IMTB) in their 13F filings, up 2 from Q1 2026. 10 opened new positions and 8 sold out. The largest holders were Mariner, LLC ($58.5M), Destination Wealth Management ($23.1M) and Octavia Wealth Advisors, LLC ($21.6M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core 5-10 Year Usd
- CUSIP
- 46435G417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 10 | $13.4M |
| Exits | 8 | $3.3M |
All 13F filers, Q1 2026 → Q2 2026: 643,825 shares bought and 608,346 shares sold, net +35,479 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 63 holders
| Mariner, LLC | 0.06% | Add +2.7% | 1,341,102 | $58.5M |
| Destination Wealth Management | 0.54% | Add +2.4% | 528,770 | $23.1M |
| Octavia Wealth Advisors, LLC | 1.86% | Add +6.3% | 494,673 | $21.6M |
| Bank of America Corp. | 0.00% | Add +10.9% | 250,278 | $10.9M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -10.7% | 246,948 | $10.7M |
| Citadel Advisors | 0.01% | Add +123.5% | 222,147 | $9.7M |
| Global Retirement Partners, LLC | 0.13% | — | 199,344 | $8.7M |
| LPL Financial LLC | 0.00% | Add +0.5% | 173,926 | $7.6M |
| OneDigital Investment Advisors LLC | 0.06% | New | 157,263 | $6.9M |
| UBS Group AG | 0.00% | Reduce -9.8% | 143,860 | $6.3M |
| Morgan Stanley | 0.00% | Add +6.4% | 125,652 | $5.5M |
| JPMorgan Chase & Co. | 0.00% | Add +8.2% | 98,776 | $4.3M |
| Summit Financial, LLC | 0.04% | Add +9.1% | 79,220 | $3.5M |
| Raymond James Financial Inc. | 0.00% | Reduce -67.1% | 76,508 | $3.3M |
| Cannon Financial Strategists, Inc. | 0.36% | Add +167.0% | 72,412 | $3.2M |
| PFG Advisors | 0.13% | Reduce -62.5% | 60,367 | $2.6M |
| Ethos Capital Management, Inc. | 1.82% | Reduce -73.4% | 58,646 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +15.2% | 55,127 | $2.4M |
| IFP Advisors, Inc | 0.04% | New | 50,992 | $2.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -3.6% | 46,294 | $2.0M |
| Osaic Holdings, Inc. | 0.00% | Add +10.3% | 38,805 | $1.7M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +81.5% | 32,768 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -27.7% | 31,538 | $1.4M |
| Mercer Global Advisors Inc. | 0.00% | Add +112.5% | 29,657 | $1.3M |
| HRT Financial LP | 0.00% | New | 26,347 | $1.1M |
| J. Mark Nickell & Co. | 0.69% | New | 16,311 | $867K |
| Flow Traders U.S. LLC | 0.03% | New | 19,360 | $844K |
| Revisor Wealth Management LLC | 0.20% | New | 19,088 | $832K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -27.3% | 17,847 | $778K |
| Phillips Financial Management, LLC | 0.04% | Reduce -53.8% | 13,762 | $600K |
| 5T Wealth, LLC | 0.22% | Reduce -45.0% | 13,631 | $594K |
| Focus Partners Wealth | 0.00% | No change | 11,407 | $497K |
| Reliant Investment Partners, LLC | 0.34% | Add +1.0% | 11,304 | $493K |
| MML Investors Services, LLC | 0.00% | Add +30.1% | 10,098 | $440K |
| Betterment LLC | 0.00% | Add +44.9% | 9,641 | $420K |
| Daymark Wealth Partners, LLC | 0.01% | New | 9,463 | $413K |
| Susquehanna International Group, LLP | 0.00% | Reduce -71.4% | 8,649 | $377K |
| Charis Legacy Partners, LLC | 0.38% | No change | 7,100 | $310K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -1.7% | 6,125 | $267K |
| Principal Securities, Inc. | 0.00% | No change | 6,107 | $266K |
| JGP Wealth Management, LLC | 0.02% | No change | 5,756 | $251K |
| NewEdge Advisors, LLC | 0.00% | New | 5,415 | $236K |
| Bank of Montreal | 0.00% | Reduce -4.4% | 4,865 | $212K |
| Comprehensive Money Management Services LLC | 0.13% | No change | 4,785 | $209K |
| Chapman Financial Group, LLC | 0.07% | No change | 2,257 | $98K |
| Blair William & Co. | 0.00% | Reduce -3.0% | 1,694 | $74K |
| Godfrey Financial Associates, Inc. | 0.04% | No change | 1,318 | $57K |
| Eastern Bank | 0.00% | No change | 1,008 | $44K |
| Kopp Family Office, LLC | 0.02% | No change | 911 | $40K |
| Lanark Financial, Inc. | 0.00% | No change | 900 | $39K |
| Geneos Wealth Management Inc. | 0.00% | No change | 860 | $38K |
| Signaturefd, LLC | 0.00% | Add +1.2% | 775 | $34K |
| NFSG Corp | 0.00% | No change | 744 | $32K |
| Archer Investment Corp | 0.01% | No change | 673 | $29K |
| WealthShield Partners, LLC | 0.00% | No change | 555 | $24K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 500 | $22K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.0% | 199 | $9K |
| IAG Wealth Partners, LLC | 0.00% | New | 154 | $7K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -11.7% | 136 | $6K |
| FMR LLC | 0.00% | Add +44.0% | 131 | $6K |
| Smartleaf Asset Management LLC | 0.00% | No change | 65 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +2.0% | 50 | $2K |
| Fiduciary Financial Advisors | 0.00% | New | 1 | $45 |
"% of holder's portfolio" is IMTB's weight in each manager's 13F, not the share of iShares Core 5-10 Year Usd the manager owns.