iShares Core 5-10 Year UsdIMTBETF
13F holders, Q3 2024 (September 30)44holders +3
5new positions
3sold out
$44.53avg. 13F price*
At the end of Q3 2024, 44 institutions reported holding iShares Core 5-10 Year Usd (IMTB) in their 13F filings, up 3 from Q2 2024. 5 opened new positions and 3 sold out. The largest holders were Mariner, LLC ($49.6M), Royal Bank of Canada ($26.8M) and FinTrust Capital Advisors, LLC ($22.5M).
- Company
- iShares Core 5-10 Year Usd
- CUSIP
- 46435G417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 3 | $687K |
All 13F filers, Q2 2024 → Q3 2024: 468,769 shares bought and 49,567 shares sold, net +419,202 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders
| Mariner, LLC | 0.09% | Reduce -1.6% | 1,113,439 | $49.6M |
| Royal Bank of Canada | 0.01% | Add +77.2% | 601,353 | $26.8M |
| FinTrust Capital Advisors, LLC | 3.82% | Add +0.5% | 505,050 | $22.5M |
| Destination Wealth Management | 0.59% | Add +3.6% | 428,795 | $19.1M |
| Bank of America Corp. | 0.00% | Add +95.9% | 167,739 | $7.5M |
| PFG Advisors | 0.41% | Add +6.9% | 144,964 | $6.5M |
| TAP Consulting, LLC | 1.07% | Add +6.6% | 121,567 | $5.4M |
| LPL Financial LLC | 0.00% | Add +58.9% | 108,338 | $4.8M |
| Morgan Stanley | 0.00% | Add +19.7% | 98,134 | $4.4M |
| UBS Group AG | 0.00% | Reduce -8.5% | 47,488 | $2.1M |
| Phillips Financial Management, LLC | 0.16% | Reduce -5.6% | 45,852 | $2.0M |
| Jane Street Group, LLC | 0.00% | Reduce -11.7% | 44,546 | $2.0M |
| Cannon Financial Strategists, Inc. | 0.22% | Add +0.7% | 27,906 | $1.2M |
| JPMorgan Chase & Co. | 0.00% | Add +2.4% | 21,714 | $967K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.5% | 15,541 | $692K |
| Osaic Holdings, Inc. | 0.00% | Add +18.1% | 13,694 | $611K |
| MML Investors Services, LLC | 0.00% | Add +0.1% | 12,848 | $572K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -4.8% | 12,578 | $560K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 11,964 | $533K |
| Concurrent Investment Advisors, LLC | 0.02% | New | 11,841 | $527K |
| Spectrum Wealth Counsel, LLC | 0.05% | No change | 10,145 | $452K |
| Rice Partnership, LLC | 0.07% | Reduce -3.3% | 7,781 | $346K |
| Bank of Montreal | 0.00% | Add +64.7% | 5,934 | $264K |
| JGP Wealth Management, LLC | 0.03% | No change | 5,756 | $256K |
| J.W. Cole Advisors, Inc. | 0.01% | Add +0.4% | 5,344 | $238K |
| Stratos Wealth Partners, LTD. | 0.00% | New | 5,113 | $228K |
| Raymond James Financial Services Advisors, Inc. | 0.00% | New | 4,829 | $215K |
| Private Client Services, LLC | 0.11% | New | 4,672 | $208K |
| Principal Securities, Inc. | 0.00% | Add +4773.6% | 2,583 | $115K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -35.2% | 2,526 | $112K |
| Smartleaf Asset Management LLC | 0.01% | No change | 2,491 | $111K |
| Blair William & Co. | 0.00% | No change | 2,136 | $95K |
| Lanark Financial, Inc. | 0.00% | No change | 900 | $40K |
| Geneos Wealth Management Inc. | 0.00% | No change | 860 | $38K |
| Kopp Family Office, LLC | 0.02% | No change | 834 | $37K |
| NFSG Corp | 0.01% | No change | 744 | $33K |
| Archer Investment Corp | 0.01% | No change | 593 | $26K |
| WealthShield Partners, LLC | 0.00% | No change | 555 | $25K |
| Signaturefd, LLC | 0.00% | Add +4.3% | 465 | $21K |
| Private Trust Co. NA | 0.00% | Add +46.3% | 300 | $13K |
| Citigroup Inc. | 0.00% | No change | 179 | $8K |
| Harbour Investments, Inc. | 0.00% | No change | 46 | $2K |
| Cwm, LLC | 0.00% | New | 55 | $2K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $40 |
"% 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.