iShares Core 5-10 Year UsdIMTBETF
13F holders, Q2 2024 (June 30)41holders −3
4new positions
5sold out
$42.61avg. 13F price*
At the end of Q2 2024, 41 institutions reported holding iShares Core 5-10 Year Usd (IMTB) in their 13F filings, down 3 from Q1 2024. 4 opened new positions and 5 sold out. The largest holders were Mariner, LLC ($48.2M), FinTrust Capital Advisors, LLC ($21.4M) 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.4M |
| Exits | 5 | $4.2M |
All 13F filers, Q1 2024 → Q2 2024: 775,673 shares bought and 164,011 shares sold, net +611,662 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 41 holders
| Mariner, LLC | 0.09% | Add +37.7% | 1,131,572 | $48.2M |
| FinTrust Capital Advisors, LLC | 3.90% | Reduce -3.1% | 502,655 | $21.4M |
| Destination Wealth Management | 0.58% | Add +0.9% | 414,024 | $17.6M |
| Royal Bank of Canada | 0.00% | Add +2314.4% | 339,386 | $14.5M |
| PFG Advisors | 0.39% | Add +3.1% | 135,630 | $5.8M |
| TAP Consulting, LLC | 1.03% | Add +12.1% | 114,088 | $4.9M |
| Bank of America Corp. | 0.00% | Add +14.5% | 85,622 | $3.6M |
| Morgan Stanley | 0.00% | Reduce -0.2% | 81,995 | $3.5M |
| LPL Financial LLC | 0.00% | Add +65.0% | 68,175 | $2.9M |
| UBS Group AG | 0.00% | Add +4.4% | 51,891 | $2.2M |
| Jane Street Group, LLC | 0.00% | New | 50,442 | $2.1M |
| Phillips Financial Management, LLC | 0.17% | Reduce -8.9% | 48,587 | $2.1M |
| Cannon Financial Strategists, Inc. | 0.23% | Reduce -5.2% | 27,701 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +5391.2% | 21,196 | $903K |
| Envestnet Asset Management Inc. | 0.00% | Add +7.5% | 15,471 | $659K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.2% | 13,213 | $563K |
| MML Investors Services, LLC | 0.00% | Add +7.4% | 12,840 | $547K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 11,964 | $510K |
| Osaic Holdings, Inc. | 0.00% | Add +4.3% | 11,600 | $496K |
| Spectrum Wealth Counsel, LLC | 0.05% | No change | 10,145 | $432K |
| Robertson Stephens Wealth Management, LLC | 0.02% | Add +1.7% | 8,520 | $363K |
| Rice Partnership, LLC | 0.07% | Add +0.0% | 8,048 | $343K |
| Susquehanna International Group, LLP | 0.00% | Reduce -85.7% | 6,776 | $289K |
| JGP Wealth Management, LLC | 0.04% | No change | 5,756 | $245K |
| J.W. Cole Advisors, Inc. | 0.01% | Reduce -18.9% | 5,322 | $227K |
| EP Wealth Advisors, LLC | 0.00% | New | 3,896 | $166K |
| Bank of Montreal | 0.00% | No change | 3,602 | $155K |
| Smartleaf Asset Management LLC | 0.02% | New | 2,491 | $107K |
| Blair William & Co. | 0.00% | No change | 2,136 | $91K |
| Lanark Financial, Inc. | 0.00% | No change | 900 | $38K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -55.7% | 860 | $37K |
| Kopp Family Office, LLC | 0.02% | No change | 834 | $36K |
| Tyler-Stone Wealth Management | 0.01% | No change | 832 | $35K |
| NFSG Corp | 0.01% | No change | 744 | $32K |
| Archer Investment Corp | 0.01% | Add +15.2% | 593 | $25K |
| WealthShield Partners, LLC | 0.00% | No change | 555 | $24K |
| Signaturefd, LLC | 0.00% | Add +38.9% | 446 | $19K |
| Private Trust Co. NA | 0.00% | No change | 205 | $9K |
| Citigroup Inc. | 0.00% | No change | 179 | $8K |
| Principal Securities, Inc. | 0.00% | New | 53 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +2.2% | 46 | $2K |
"% 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.