iShares Core 5-10 Year UsdIMTBETF
13F holders, Q1 2025 (March 31)48holders +1
6new positions
4sold out
$43.40avg. 13F price*
At the end of Q1 2025, 48 institutions reported holding iShares Core 5-10 Year Usd (IMTB) in their 13F filings, up 1 from Q4 2024. 6 opened new positions and 4 sold out. The largest holders were Mariner, LLC ($51.1M), Octavia Wealth Advisors, LLC ($21.0M) and Wealth Enhancement Advisory Services, LLC ($20.5M).
- Company
- iShares Core 5-10 Year Usd
- CUSIP
- 46435G417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $3.9M |
| Exits | 4 | $2.1M |
All 13F filers, Q4 2024 → Q1 2025: 561,935 shares bought and 92,767 shares sold, net +469,168 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Mariner, LLC | 0.09% | Add +2.5% | 1,177,716 | $51.1M |
| Octavia Wealth Advisors, LLC | 2.55% | Add +124.1% | 484,701 | $21.0M |
| Wealth Enhancement Advisory Services, LLC | 0.04% | Reduce -4.9% | 472,792 | $20.5M |
| Destination Wealth Management | 0.62% | Add +3.9% | 452,304 | $19.6M |
| Bank of America Corp. | 0.00% | Add +31.4% | 272,458 | $11.8M |
| PFG Advisors | 0.37% | Add +0.8% | 154,577 | $6.7M |
| Morgan Stanley | 0.00% | Add +29.1% | 125,646 | $5.5M |
| LPL Financial LLC | 0.00% | Reduce -14.2% | 70,143 | $3.0M |
| JPMorgan Chase & Co. | 0.00% | Add +9.9% | 66,648 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | New | 58,949 | $2.6M |
| Royal Bank of Canada | 0.00% | Add +119.7% | 50,156 | $2.2M |
| UBS Group AG | 0.00% | Add +4.3% | 49,213 | $2.1M |
| Phillips Financial Management, LLC | 0.14% | Reduce -6.3% | 41,072 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +59.4% | 31,604 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.21% | Reduce -8.6% | 28,531 | $1.2M |
| Osaic Holdings, Inc. | 0.00% | Add +40.0% | 23,627 | $1.0M |
| Raymond James Financial Inc. | 0.00% | Add +64.0% | 22,291 | $967K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -0.8% | 15,197 | $660K |
| Steward Partners Investment Advisory, LLC | 0.01% | New | 15,150 | $658K |
| Envestnet Asset Management Inc. | 0.00% | Add +2.2% | 13,882 | $602K |
| Spectrum Wealth Counsel, LLC | 0.06% | No change | 11,230 | $487K |
| MML Investors Services, LLC | 0.00% | Reduce -4.6% | 10,354 | $449K |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.3% | 9,190 | $399K |
| Reliant Investment Partners, LLC | 0.40% | Reduce -3.9% | 8,994 | $390K |
| Rice Partnership, LLC | 0.08% | Add +2.6% | 8,614 | $374K |
| 5T Wealth, LLC | 0.18% | Reduce -15.0% | 7,141 | $310K |
| Charis Legacy Partners, LLC | 0.58% | New | 7,100 | $308K |
| Principal Securities, Inc. | 0.01% | No change | 6,914 | $293K |
| Old Mission Capital LLC | 0.01% | New | 6,472 | $281K |
| JGP Wealth Management, LLC | 0.03% | No change | 5,756 | $250K |
| Bank of Montreal | 0.00% | No change | 5,087 | $221K |
| Blair William & Co. | 0.00% | Reduce -3.4% | 1,974 | $86K |
| WealthShield Partners, LLC | 0.01% | Add +100.0% | 1,110 | $48K |
| Eastern Bank | 0.00% | New | 1,008 | $44K |
| Kopp Family Office, LLC | 0.03% | No change | 911 | $40K |
| Lanark Financial, Inc. | 0.00% | — | 900 | $39K |
| Geneos Wealth Management Inc. | 0.00% | No change | 860 | $37K |
| NFSG Corp | 0.01% | No change | 744 | $32K |
| Signaturefd, LLC | 0.00% | Add +21.8% | 698 | $30K |
| Archer Investment Corp | 0.01% | No change | 673 | $29K |
| Private Trust Co. NA | 0.00% | No change | 300 | $13K |
| FMR LLC | 0.00% | New | 246 | $11K |
| Citigroup Inc. | 0.00% | No change | 179 | $8K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.6% | 161 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 47 | $2K |
| Cwm, LLC | 0.00% | No change | 55 | $2K |
| AE Wealth Management LLC | 0.00% | No change | 38 | $2K |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $28 |
"% 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.