iShares Core 5-10 Year UsdIMTBETF
13F holders, Q4 2025 (December 31)56holders +2
4new positions
3sold out
1famous investor
$44.20avg. 13F price*
At the end of Q4 2025, 56 institutions reported holding iShares Core 5-10 Year Usd (IMTB) in their 13F filings, up 2 from Q3 2025. 4 opened new positions and 3 sold out. The largest holders were Mariner, LLC ($51.8M), Octavia Wealth Advisors, LLC ($29.6M) and Destination Wealth Management ($22.1M). 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $2.0M |
| Exits | 3 | $15K |
All 13F filers, Q3 2025 → Q4 2025: 358,670 shares bought and 147,738 shares sold, net +210,932 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 56 holders
| Mariner, LLC | 0.06% | Reduce 0.0% | 1,172,885 | $51.8M |
| Octavia Wealth Advisors, LLC | 2.82% | Add +8.2% | 669,077 | $29.6M |
| Destination Wealth Management | 0.58% | Add +6.0% | 499,978 | $22.1M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -9.6% | 386,905 | $17.1M |
| Bank of America Corp. | 0.00% | Reduce -29.0% | 221,424 | $9.8M |
| Global Retirement Partners, LLC | 0.15% | Add +34.2% | 192,951 | $8.5M |
| Ethos Capital Management, Inc. | 7.66% | — | 184,040 | $8.1M |
| UBS Group AG | 0.00% | Add +79.6% | 160,061 | $7.1M |
| PFG Advisors | 0.34% | Reduce -1.7% | 158,569 | $7.0M |
| Morgan Stanley | 0.00% | Add +1.8% | 115,189 | $5.1M |
| Raymond James Financial Inc. | 0.00% | Add +91.1% | 107,718 | $4.8M |
| LPL Financial LLC | 0.00% | Add +23.6% | 90,850 | $4.0M |
| JPMorgan Chase & Co. | 0.00% | Add +16.3% | 85,515 | $3.8M |
| Jane Street Group, LLC | 0.00% | Add +24.7% | 66,662 | $2.9M |
| Summit Financial, LLC | 0.04% | Reduce -1.8% | 61,370 | $2.7M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +37.1% | 46,840 | $2.1M |
| Citadel Advisors | 0.00% | New | 43,039 | $1.9M |
| Phillips Financial Management, LLC | 0.12% | Add +5.9% | 41,269 | $1.8M |
| Osaic Holdings, Inc. | 0.00% | Reduce -3.6% | 32,228 | $1.4M |
| Royal Bank of Canada | 0.00% | Reduce -10.5% | 31,637 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.16% | Add +0.7% | 26,412 | $1.2M |
| 5T Wealth, LLC | 0.44% | Add +2.0% | 24,874 | $1.1M |
| Susquehanna International Group, LLP | 0.00% | Add +0.6% | 23,471 | $1.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +4.8% | 21,771 | $962K |
| Focus Partners Wealth | 0.00% | No change | 11,407 | $504K |
| Rice Partnership, LLC | 0.07% | Add +18.4% | 10,946 | $484K |
| MML Investors Services, LLC | 0.00% | Reduce -2.8% | 10,675 | $472K |
| Reliant Investment Partners, LLC | 0.35% | Add +11.3% | 9,986 | $441K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -6.0% | 7,693 | $340K |
| Charis Legacy Partners, LLC | 0.46% | No change | 7,100 | $314K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -3.5% | 6,511 | $288K |
| Principal Securities, Inc. | 0.00% | No change | 6,307 | $279K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -49.0% | 6,230 | $275K |
| 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% | No change | 1,870 | $83K |
| Godfrey Financial Associates, Inc. | 0.05% | — | 1,314 | $58K |
| Kestra Advisory Services, LLC | 0.00% | New | 1,196 | $53K |
| 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 +1.5% | 761 | $34K |
| NFSG Corp | 0.01% | 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% | No change | 500 | $22K |
| Private Trust Co. NA | 0.00% | No change | 345 | $15K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.6% | 195 | $9K |
| Citigroup Inc. | 0.00% | No change | 179 | $8K |
| Golden State Wealth Management, LLC | 0.00% | Reduce -3.2% | 153 | $7K |
| Smartleaf Asset Management LLC | 0.00% | New | 65 | $3K |
| Harbour Investments, Inc. | 0.00% | Add +2.1% | 49 | $2K |
| Key Financial Inc | 0.00% | New | 2 | $88 |
| Wells Fargo & Company | 0.00% | No change | 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.