iShares Core 5-10 Year UsdIMTBETF
13F holders, Q2 2025 (June 30)48holders
4new positions
4sold out
1famous investor
$43.59avg. 13F price*
At the end of Q2 2025, 48 institutions reported holding iShares Core 5-10 Year Usd (IMTB) in their 13F filings, unchanged from Q1 2025. 4 opened new positions and 4 sold out. The largest holders were Mariner, LLC ($51.0M), Octavia Wealth Advisors, LLC ($25.4M) and Destination Wealth Management ($19.9M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Core 5-10 Year Usd
- CUSIP
- 46435G417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $12.4M |
| Exits | 4 | $295K |
All 13F filers, Q1 2025 → Q2 2025: 557,355 shares bought and 66,485 shares sold, net +490,870 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 48 holders
| Mariner, LLC | 0.07% | Reduce -0.7% | 1,169,507 | $51.0M |
| Octavia Wealth Advisors, LLC | 2.88% | Add +19.9% | 581,061 | $25.4M |
| Destination Wealth Management | 0.59% | Add +1.1% | 457,236 | $19.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -3.4% | 456,727 | $19.8M |
| Bank of America Corp. | 0.00% | Add +3.9% | 283,154 | $12.4M |
| First National Corp. /Ma/ | 2.28% | New | 259,691 | $11.3M |
| PFG Advisors | 0.31% | Reduce -0.1% | 154,342 | $6.7M |
| Global Retirement Partners, LLC | 0.14% | — | 130,133 | $5.7M |
| Morgan Stanley | 0.00% | Reduce -5.3% | 118,950 | $5.2M |
| Jane Street Group, LLC | 0.01% | Add +261.8% | 114,349 | $5.0M |
| JPMorgan Chase & Co. | 0.00% | Add +27.8% | 85,187 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +40.8% | 70,642 | $3.1M |
| LPL Financial LLC | 0.00% | Reduce -1.7% | 68,945 | $3.0M |
| Susquehanna International Group, LLP | 0.00% | Reduce -20.1% | 47,117 | $2.1M |
| UBS Group AG | 0.00% | Reduce -5.6% | 46,457 | $2.0M |
| Raymond James Financial Inc. | 0.00% | Add +80.1% | 40,155 | $1.8M |
| Phillips Financial Management, LLC | 0.12% | Reduce -3.9% | 39,457 | $1.7M |
| Osaic Holdings, Inc. | 0.00% | Add +23.1% | 29,082 | $1.3M |
| Cannon Financial Strategists, Inc. | 0.18% | Reduce -6.9% | 26,554 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +31.7% | 19,948 | $870K |
| 5T Wealth, LLC | 0.33% | Add +106.5% | 14,743 | $643K |
| Envestnet Asset Management Inc. | 0.00% | Add +0.7% | 13,981 | $610K |
| Commonwealth Equity Services, LLC | 0.00% | Add +32.4% | 12,167 | $531K |
| Focus Partners Wealth | 0.00% | New | 11,407 | $498K |
| MML Investors Services, LLC | 0.00% | Add +4.0% | 10,770 | $470K |
| Reliant Investment Partners, LLC | 0.34% | No change | 8,994 | $392K |
| Rice Partnership, LLC | 0.07% | Add +3.8% | 8,938 | $390K |
| Citadel Advisors | 0.00% | New | 7,591 | $331K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -52.0% | 7,298 | $318K |
| Charis Legacy Partners, LLC | 0.51% | No change | 7,100 | $310K |
| Principal Securities, Inc. | 0.01% | Reduce -8.5% | 6,324 | $276K |
| JGP Wealth Management, LLC | 0.03% | No change | 5,756 | $251K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 5,282 | $230K |
| Bank of Montreal | 0.00% | No change | 5,087 | $222K |
| Chapman Financial Group, LLC | 0.08% | — | 2,257 | $98K |
| Blair William & Co. | 0.00% | Reduce -2.3% | 1,928 | $84K |
| Eastern Bank | 0.00% | No change | 1,008 | $44K |
| Kopp Family Office, LLC | 0.03% | No change | 911 | $40K |
| Lanark Financial, Inc. | 0.00% | No change | 900 | $39K |
| Geneos Wealth Management Inc. | 0.00% | No change | 860 | $38K |
| NFSG Corp | 0.01% | No change | 744 | $32K |
| Signaturefd, LLC | 0.00% | Add +6.2% | 741 | $32K |
| Archer Investment Corp | 0.01% | No change | 673 | $29K |
| WealthShield Partners, LLC | 0.00% | Reduce -50.0% | 555 | $24K |
| Private Trust Co. NA | 0.00% | Add +15.0% | 345 | $15K |
| Citigroup Inc. | 0.00% | No change | 179 | $8K |
| Golden State Wealth Management, LLC | 0.00% | Add +1.2% | 163 | $7K |
| Harbour Investments, Inc. | 0.00% | Add +2.1% | 48 | $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.