iShares Core 5-10 Year UsdIMTBETF
13F holders, Q3 2025 (September 30)54holders +6
6new positions
1sold out
$44.20avg. 13F price*
At the end of Q3 2025, 54 institutions reported holding iShares Core 5-10 Year Usd (IMTB) in their 13F filings, up 6 from Q2 2025. 6 opened new positions and 1 sold out. The largest holders were Mariner, LLC ($51.9M), Octavia Wealth Advisors, LLC ($27.3M) and Destination Wealth Management ($20.9M).
- Company
- iShares Core 5-10 Year Usd
- CUSIP
- 46435G417
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 6 | $2.8M |
| Exits | 1 | $331K |
All 13F filers, Q2 2025 → Q3 2025: 269,997 shares bought and 179,032 shares sold, net +90,965 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 54 holders
| Mariner, LLC | 0.07% | Add +0.3% | 1,172,918 | $51.9M |
| Octavia Wealth Advisors, LLC | 2.72% | Add +6.4% | 618,442 | $27.3M |
| Destination Wealth Management | 0.57% | Add +3.2% | 471,820 | $20.9M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -6.3% | 428,199 | $18.9M |
| Bank of America Corp. | 0.00% | Add +10.1% | 311,733 | $13.8M |
| First National Corp. /Ma/ | 2.14% | Reduce -1.5% | 255,724 | $11.3M |
| PFG Advisors | 0.29% | Add +4.5% | 161,306 | $7.1M |
| Global Retirement Partners, LLC | 0.14% | Add +10.5% | 143,786 | $6.4M |
| Morgan Stanley | 0.00% | Reduce -4.9% | 113,143 | $5.0M |
| UBS Group AG | 0.00% | Add +91.9% | 89,131 | $3.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.7% | 73,512 | $3.2M |
| LPL Financial LLC | 0.00% | Add +6.6% | 73,494 | $3.2M |
| Summit Financial, LLC | 0.04% | New | 62,479 | $2.8M |
| Raymond James Financial Inc. | 0.00% | Add +40.4% | 56,373 | $2.5M |
| Jane Street Group, LLC | 0.00% | Reduce -53.3% | 53,444 | $2.4M |
| Phillips Financial Management, LLC | 0.11% | Reduce -1.2% | 38,975 | $1.7M |
| Royal Bank of Canada | 0.00% | Reduce -50.0% | 35,335 | $1.6M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +71.3% | 34,161 | $1.5M |
| Osaic Holdings, Inc. | 0.00% | Add +14.9% | 33,425 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.17% | Reduce -1.3% | 26,222 | $1.2M |
| 5T Wealth, LLC | 0.47% | Add +65.4% | 24,388 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Reduce -50.5% | 23,329 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +48.6% | 20,776 | $918K |
| Commonwealth Equity Services, LLC | 0.00% | Add +0.4% | 12,212 | $540K |
| Focus Partners Wealth | 0.00% | No change | 11,407 | $504K |
| MML Investors Services, LLC | 0.00% | Add +2.0% | 10,986 | $486K |
| Rice Partnership, LLC | 0.06% | Add +3.5% | 9,246 | $409K |
| Reliant Investment Partners, LLC | 0.31% | Reduce -0.2% | 8,975 | $396K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +55.0% | 8,188 | $362K |
| Charis Legacy Partners, LLC | 0.47% | No change | 7,100 | $314K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -7.5% | 6,747 | $298K |
| Principal Securities, Inc. | 0.00% | Reduce -0.3% | 6,307 | $279K |
| JGP Wealth Management, LLC | 0.03% | No change | 5,756 | $254K |
| Bank of Montreal | 0.00% | No change | 5,087 | $225K |
| Chapman Financial Group, LLC | 0.07% | No change | 2,257 | $100K |
| Blair William & Co. | 0.00% | Reduce -3.0% | 1,870 | $83K |
| Eastern Bank | 0.00% | No change | 1,008 | $45K |
| Kopp Family Office, LLC | 0.03% | No change | 911 | $40K |
| Lanark Financial, Inc. | 0.00% | No change | 900 | $40K |
| Geneos Wealth Management Inc. | 0.00% | No change | 860 | $38K |
| Signaturefd, LLC | 0.00% | Add +1.2% | 750 | $33K |
| NFSG Corp | 0.00% | No change | 744 | $33K |
| Archer Investment Corp | 0.01% | No change | 673 | $30K |
| WealthShield Partners, LLC | 0.00% | No change | 555 | $25K |
| Capital Investment Advisory Services, LLC | 0.00% | New | 500 | $22K |
| Private Trust Co. NA | 0.00% | No change | 345 | $15K |
| Advisory Services Network, LLC | 0.00% | New | 293 | $13K |
| Rockefeller Capital Management L.P. | 0.00% | New | 192 | $9K |
| Citigroup Inc. | 0.00% | No change | 179 | $8K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -3.1% | 158 | $7K |
| Harbour Investments, Inc. | 0.00% | No change | 48 | $2K |
| FMR LLC | 0.00% | New | 36 | $2K |
| Assetmark, Inc. | 0.00% | New | 3 | $133 |
| Wells Fargo & Company | 0.00% | Add +0.0% | 1 | $44 |
"% 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.