iShares Core 5-10 Year UsdIMTBETF
13F holders, Q1 2024 (March 31)44holders
$42.90avg. 13F price*
At the end of Q1 2024, 44 institutions reported holding iShares Core 5-10 Year Usd (IMTB) in their 13F filings. The largest holders were Mariner, LLC ($35.2M), FinTrust Capital Advisors, LLC ($22.3M) and Destination Wealth Management ($17.6M).
- Company
- iShares Core 5-10 Year Usd
- CUSIP
- 46435G417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 2 | $6.4M |
| Exits | 8 | $5.3M |
Ownership 44 holders
| Mariner, LLC | 0.07% | Add +1.5% | 821,773 | $35.2M |
| FinTrust Capital Advisors, LLC | 4.30% | Reduce -4.0% | 518,712 | $22.3M |
| Destination Wealth Management | 0.59% | Add +16.5% | 410,357 | $17.6M |
| PFG Advisors | 0.41% | Reduce -11.3% | 131,495 | $5.6M |
| TAP Consulting, LLC | 0.96% | New | 101,752 | $4.4M |
| Morgan Stanley | 0.00% | No change | 82,191 | $3.5M |
| Bank of America Corp. | 0.00% | Add +67.7% | 74,751 | $3.2M |
| Phillips Financial Management, LLC | 0.19% | Add +4.2% | 53,352 | $2.3M |
| Baird Financial Group, Inc. | 0.00% | Add +5.9% | 52,027 | $2.2M |
| UBS Group AG | 0.00% | Add +42.1% | 49,711 | $2.1M |
| Susquehanna International Group, LLP | 0.00% | New | 47,230 | $2.0M |
| Old Mission Capital LLC | 0.05% | Add +25.9% | 46,382 | $2.0M |
| LPL Financial LLC | 0.00% | Add +4.8% | 41,317 | $1.8M |
| Cannon Financial Strategists, Inc. | 0.25% | Reduce -28.5% | 29,224 | $1.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +71.1% | 14,391 | $617K |
| Royal Bank of Canada | 0.00% | Add +15.7% | 14,057 | $603K |
| Commonwealth Equity Services, LLC | 0.00% | Add +47.6% | 13,191 | $566K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -3.1% | 11,964 | $513K |
| MML Investors Services, LLC | 0.00% | Add +108.7% | 11,958 | $513K |
| Osaic Holdings, Inc. | 0.00% | Add +7.2% | 11,125 | $479K |
| Spectrum Wealth Counsel, LLC | 0.05% | No change | 10,145 | $435K |
| Robertson Stephens Wealth Management, LLC | 0.02% | No change | 8,378 | $359K |
| Rice Partnership, LLC | 0.08% | Add +5.1% | 8,047 | $345K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.2% | 6,562 | $281K |
| JGP Wealth Management, LLC | 0.04% | No change | 5,756 | $247K |
| Bank of Montreal | 0.00% | No change | 3,602 | $155K |
| Blair William & Co. | 0.00% | No change | 2,136 | $92K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,940 | $83K |
| Lanark Financial, Inc. | 0.00% | No change | 900 | $38K |
| Kopp LeRoy C | 0.02% | — | 834 | $36K |
| Kopp Family Office, LLC | 0.02% | No change | 834 | $36K |
| Tyler-Stone Wealth Management | 0.02% | No change | 832 | $36K |
| NFSG Corp | 0.01% | No change | 744 | $32K |
| WealthShield Partners, LLC | 0.00% | No change | 555 | $24K |
| Archer Investment Corp | 0.01% | No change | 515 | $22K |
| JPMorgan Chase & Co. | 0.00% | Reduce -62.2% | 386 | $17K |
| Signaturefd, LLC | 0.00% | Add +0.6% | 321 | $14K |
| Private Trust Co. NA | 0.00% | No change | 205 | $9K |
| Citigroup Inc. | 0.00% | No change | 179 | $8K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 117 | $5K |
| Cwm, LLC | 0.00% | Reduce -15.0% | 108 | $5K |
| Mine & Arao Wealth Creation & Management, LLC. | 0.00% | No change | 61 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 45 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $25 |
"% 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.