iShares Core 5-10 Year UsdIMTBETF
13F holders, Q4 2024 (December 31)47holders +3
5new positions
3sold out
$42.44avg. 13F price*
At the end of Q4 2024, 47 institutions reported holding iShares Core 5-10 Year Usd (IMTB) in their 13F filings, up 3 from Q3 2024. 5 opened new positions and 3 sold out. The largest holders were Mariner, LLC ($48.8M), Wealth Enhancement Advisory Services, LLC ($21.1M) and Destination Wealth Management ($18.5M).
- Company
- iShares Core 5-10 Year Usd
- CUSIP
- 46435G417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $17.7M |
| Exits | 3 | $461K |
All 13F filers, Q3 2024 → Q4 2024: 1,050,474 shares bought and 651,671 shares sold, net +398,803 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 47 holders
| Mariner, LLC | 0.08% | Add +3.2% | 1,148,662 | $48.8M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Add +4055.5% | 497,167 | $21.1M |
| Destination Wealth Management | 0.58% | Add +1.5% | 435,400 | $18.5M |
| Octavia Wealth Advisors, LLC | 1.11% | New | 216,250 | $9.2M |
| Bank of America Corp. | 0.00% | Add +23.6% | 207,336 | $8.8M |
| Global Retirement Partners, LLC | 0.20% | New | 162,571 | $6.9M |
| PFG Advisors | 0.40% | Add +5.7% | 153,267 | $6.5M |
| TAP Consulting, LLC | 1.07% | Add +1.9% | 123,812 | $5.3M |
| Morgan Stanley | 0.00% | Reduce -0.8% | 97,356 | $4.1M |
| LPL Financial LLC | 0.00% | Reduce -24.5% | 81,793 | $3.5M |
| JPMorgan Chase & Co. | 0.00% | Add +179.4% | 60,668 | $2.6M |
| UBS Group AG | 0.00% | Reduce -0.7% | 47,179 | $2.0M |
| Phillips Financial Management, LLC | 0.15% | Reduce -4.4% | 43,820 | $1.9M |
| Financial Engines Advisors L.L.C. | 0.00% | New | 36,393 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.23% | Add +11.8% | 31,211 | $1.3M |
| Royal Bank of Canada | 0.00% | Reduce -96.2% | 22,826 | $968K |
| Jane Street Group, LLC | 0.00% | Reduce -55.5% | 19,830 | $842K |
| Osaic Holdings, Inc. | 0.00% | Add +23.3% | 16,882 | $718K |
| Concurrent Investment Advisors, LLC | 0.02% | Add +29.4% | 15,316 | $650K |
| Raymond James Financial Inc. | 0.00% | — | 13,594 | $577K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -12.6% | 13,584 | $577K |
| Spectrum Wealth Counsel, LLC | 0.06% | Add +10.7% | 11,230 | $477K |
| MML Investors Services, LLC | 0.00% | Reduce -15.5% | 10,851 | $461K |
| Reliant Investment Partners, LLC | 0.35% | — | 9,360 | $397K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -27.9% | 9,069 | $385K |
| 5T Wealth, LLC | 0.20% | — | 8,398 | $356K |
| Rice Partnership, LLC | 0.07% | Add +7.9% | 8,396 | $356K |
| Principal Securities, Inc. | 0.01% | Add +167.7% | 6,914 | $293K |
| Stratos Wealth Partners, LTD. | 0.00% | Add +16.9% | 5,975 | $254K |
| JGP Wealth Management, LLC | 0.03% | No change | 5,756 | $244K |
| Private Client Services, LLC | 0.12% | Add +12.9% | 5,275 | $224K |
| Bank of Montreal | 0.00% | Reduce -14.3% | 5,087 | $216K |
| Chapman Financial Group, LLC | 0.08% | — | 2,257 | $96K |
| Blair William & Co. | 0.00% | Reduce -4.3% | 2,044 | $87K |
| Howe & Rusling Inc. | 0.01% | New | 1,362 | $58K |
| Kopp Family Office, LLC | 0.02% | Add +9.2% | 911 | $39K |
| Geneos Wealth Management Inc. | 0.00% | No change | 860 | $36K |
| NFSG Corp | 0.01% | No change | 744 | $32K |
| Archer Investment Corp | 0.01% | Add +13.5% | 673 | $29K |
| Signaturefd, LLC | 0.00% | Add +23.2% | 573 | $24K |
| WealthShield Partners, LLC | 0.00% | No change | 555 | $24K |
| Private Trust Co. NA | 0.00% | No change | 300 | $13K |
| Citigroup Inc. | 0.00% | No change | 179 | $8K |
| Golden State Wealth Management, LLC | 0.00% | — | 160 | $7K |
| Cwm, LLC | 0.00% | No change | 55 | $2K |
| Harbour Investments, Inc. | 0.00% | Add +2.2% | 47 | $2K |
| AE Wealth Management LLC | 0.00% | New | 38 | $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.