iShares Core 5-10 Year UsdIMTBETF
13F holders, Q1 2026 (March 31)61holders +5
8new positions
3sold out
1famous investor
$43.81avg. 13F price*
At the end of Q1 2026, 61 institutions reported holding iShares Core 5-10 Year Usd (IMTB) in their 13F filings, up 5 from Q4 2025. 8 opened new positions and 3 sold out. The largest holders were Mariner, LLC ($57.2M), Destination Wealth Management ($22.6M) and Octavia Wealth Advisors, LLC ($20.4M). 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 Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 8 | $3.4M |
| Exits | 3 | $328K |
All 13F filers, Q4 2025 → Q1 2026: 590,402 shares bought and 356,140 shares sold, net +234,262 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 61 holders
| Mariner, LLC | 0.07% | Add +11.3% | 1,305,450 | $57.2M |
| Destination Wealth Management | 0.59% | Add +3.3% | 516,269 | $22.6M |
| Octavia Wealth Advisors, LLC | 1.95% | Reduce -30.5% | 465,216 | $20.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Reduce -28.5% | 276,482 | $12.1M |
| Raymond James Financial Inc. | 0.00% | Add +116.0% | 232,673 | $10.2M |
| Bank of America Corp. | 0.00% | Add +1.9% | 225,696 | $9.9M |
| Ethos Capital Management, Inc. | 8.28% | Add +19.7% | 220,238 | $9.7M |
| LPL Financial LLC | 0.00% | Add +90.6% | 173,129 | $7.6M |
| PFG Advisors | 0.34% | Add +1.6% | 161,077 | $7.1M |
| UBS Group AG | 0.00% | Reduce -0.3% | 159,535 | $7.0M |
| Morgan Stanley | 0.00% | Add +2.5% | 118,131 | $5.2M |
| Citadel Advisors | 0.00% | Add +130.9% | 99,390 | $4.4M |
| JPMorgan Chase & Co. | 0.00% | Add +6.8% | 91,308 | $4.0M |
| Summit Financial, LLC | 0.04% | Add +18.3% | 72,601 | $3.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +2.5% | 48,027 | $2.1M |
| Jane Street Group, LLC | 0.00% | Reduce -28.2% | 47,856 | $2.1M |
| Goldman Sachs Group Inc. | 0.00% | New | 46,718 | $2.0M |
| Royal Bank of Canada | 0.00% | Add +37.9% | 43,639 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +9.2% | 35,194 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | Add +28.8% | 30,225 | $1.3M |
| Phillips Financial Management, LLC | 0.09% | Reduce -27.8% | 29,778 | $1.3M |
| Cannon Financial Strategists, Inc. | 0.16% | Add +2.7% | 27,121 | $1.2M |
| 5T Wealth, LLC | 0.43% | Reduce -0.4% | 24,784 | $1.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +12.8% | 24,552 | $1.1M |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +134.6% | 18,049 | $791K |
| Mercer Global Advisors Inc. | 0.00% | New | 13,956 | $612K |
| Tiaa-Cref Individual & Institutional Services, LLC | 0.00% | — | 11,960 | $524K |
| Rice Partnership, LLC | 0.07% | Add +4.7% | 11,458 | $502K |
| Focus Partners Wealth | 0.00% | No change | 11,407 | $500K |
| Reliant Investment Partners, LLC | 0.41% | Add +12.1% | 11,193 | $490K |
| MML Investors Services, LLC | 0.00% | Reduce -27.3% | 7,764 | $340K |
| Charis Legacy Partners, LLC | 0.46% | No change | 7,100 | $311K |
| Betterment LLC | 0.00% | New | 6,654 | $292K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -4.3% | 6,231 | $273K |
| Principal Securities, Inc. | 0.00% | Reduce -3.2% | 6,107 | $268K |
| JGP Wealth Management, LLC | 0.03% | No change | 5,756 | $252K |
| Bank of Montreal | 0.00% | No change | 5,087 | $223K |
| Comprehensive Money Management Services LLC | 0.14% | New | 4,785 | $210K |
| Advisory Services Network, LLC | 0.00% | New | 3,794 | $166K |
| Chapman Financial Group, LLC | 0.07% | No change | 2,257 | $99K |
| Blair William & Co. | 0.00% | Reduce -6.6% | 1,746 | $77K |
| Godfrey Financial Associates, Inc. | 0.05% | Add +0.3% | 1,318 | $58K |
| 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 |
| Signaturefd, LLC | 0.00% | Add +0.7% | 766 | $34K |
| NFSG Corp | 0.01% | No change | 744 | $33K |
| Archer Investment Corp | 0.01% | No change | 673 | $29K |
| WealthShield Partners, LLC | 0.00% | No change | 555 | $24K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 500 | $22K |
| Private Trust Co. NA | 0.00% | No change | 345 | $15K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 300 | $13K |
| Twin Peaks Wealth Advisors, LLC | 0.00% | New | 233 | $10K |
| Rockefeller Capital Management L.P. | 0.00% | Add +1.0% | 197 | $9K |
| Citigroup Inc. | 0.00% | No change | 179 | $8K |
| Golden State Wealth Management, LLC | 0.00% | Add +0.7% | 154 | $7K |
| FMR LLC | 0.00% | New | 91 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 65 | $3K |
| Harbour Investments, Inc. | 0.00% | No change | 49 | $2K |
| Wells Fargo & Company | 0.00% | No change | 1 | $22 |
"% 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.