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iShares Core 5-10 Year USD Bond ETF (IMTB) Institutional Ownership

iShares Core 5-10 Year USD Bond ETF logo
$44.46 +0.12 (+0.28%)
As of 02:04 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core 5-10 Year USD Bond ETF (NYSEARCA:IMTB)

Number of
Institutional Buyers
(last 12 months)
33
Total
Institutional Inflows
(last 12 months)
$90.78M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.06M
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IMTB Institutional Buying and Selling by Quarter

iShares Core 5-10 Year USD Bond ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/4/2025 Osaic Holdings Inc.29,082$1.27M0.0%+23.1%0.501%
8/15/2025 Chapman Financial Group LLC2,257$98K0.1%N/A0.039%
8/15/2025 Bank of America Corp DE283,154$12.35M0.0%+3.9%4.882%
8/14/2025 Jane Street Group LLC114,349$4.99M0.0%+261.8%1.972%
8/14/2025 Raymond James Financial Inc.40,155$1.75M0.0%+80.1%0.692%
8/12/2025 Steward Partners Investment Advisory LLC19,948$870K0.0%+31.7%0.344%
8/12/2025 Global Retirement Partners LLC130,133$5.68M0.1%N/A2.244%
8/12/2025 JPMorgan Chase & Co.85,187$3.72M0.0%+27.8%1.469%
8/7/2025 PFG Advisors154,342$6.73M0.2%-0.2%2.661%
8/6/2025 Cannon Financial Strategists Inc.26,554$1.16M0.2%-6.9%0.458%
8/5/2025 5T Wealth LLC14,743$643K0.3%+106.5%0.254%
7/30/2025 Phillips Financial Management LLC39,457$1.72M0.1%-3.9%0.680%
7/25/2025 Concurrent Investment Advisors LLC7,298$318K0.0%-52.0%0.126%
7/24/2025 Rice Partnership LLC8,938$390K0.1%+3.8%0.154%
7/16/2025 Octavia Wealth Advisors LLC581,061$25.35M2.9%+19.9%10.018%
7/10/2025 Wealth Enhancement Advisory Services LLC456,727$19.77M0.0%-3.4%7.875%
7/8/2025 First National Corp MA ADV259,691$11.33M2.3%N/A4.477%
5/21/2025Reliant Investment Partners LLC8,994$390K0.4%-3.9%0.158%
5/19/2025Jane Street Group LLC31,604$1.37M0.0%+59.4%0.554%
5/15/2025Royal Bank of Canada50,156$2.18M0.0%+119.7%0.880%
5/15/2025OLD Mission Capital LLC6,472$281K0.0%N/A0.114%
5/9/2025WealthShield Partners LLC1,110$48K0.0%+100.0%0.019%
5/8/2025Eastern Bank1,008$44K0.0%N/A0.018%
5/7/2025LPL Financial LLC70,143$3.04M0.0%-14.2%1.231%
5/6/2025PFG Advisors154,577$6.71M0.4%+0.9%2.712%
5/5/2025Cannon Financial Strategists Inc.28,531$1.24M0.2%-8.6%0.501%
4/30/2025Phillips Financial Management LLC41,072$1.78M0.1%-6.3%0.721%
4/29/2025Envestnet Asset Management Inc.13,882$602K0.0%+2.2%0.262%
4/22/20255T Wealth LLC7,141$310K0.2%-15.0%0.135%
4/16/2025Wealth Enhancement Advisory Services LLC472,792$20.52M0.0%-4.9%8.921%
4/15/2025Charis Legacy Partners LLC7,100$308K0.6%N/A0.134%
4/14/2025Octavia Wealth Advisors LLC484,701$21.04M2.6%+124.1%9.145%
4/9/2025NBC Securities Inc.900$39K0.0%N/A0.017%
3/17/2025Wealth Enhancement Advisory Services LLC497,167$21.10M0.0%+4,055.5%9.207%
2/17/2025Chapman Financial Group LLC2,257$96K0.1%N/A0.055%
2/17/2025Bank of America Corp DE207,336$8.80M0.0%+23.6%5.057%
2/14/2025Jane Street Group LLC19,830$842K0.0%-55.5%0.484%
2/13/2025Mariner LLC1,148,662$48.75M0.1%+3.2%28.016%
2/13/2025Raymond James Financial Inc.13,594$577K0.0%N/A0.332%
2/13/2025Bank of Montreal Can5,087$216K0.0%-14.3%0.124%
2/13/2025Envestnet Asset Management Inc.13,584$577K0.0%-12.6%0.331%
2/12/2025Howe & Rusling Inc.1,362$58K0.0%N/A0.033%
2/12/2025JPMorgan Chase & Co.60,668$2.58M0.0%+179.4%1.480%
2/12/2025Financial Engines Advisors L.L.C.36,393$1.55M0.0%N/A0.888%
2/11/2025LPL Financial LLC81,793$3.47M0.0%-24.5%1.995%
2/11/2025TAP Consulting LLC123,812$5.26M1.1%+1.8%3.020%
2/10/2025Commonwealth Equity Services LLC9,069$385K0.0%-27.9%0.221%
2/10/2025Phillips Financial Management LLC43,820$1.86M0.1%-4.4%1.069%
2/7/2025PFG Advisors153,267$6.51M0.4%+5.7%3.738%
2/7/2025Destination Wealth Management435,400$18.48M0.6%+1.5%10.620%
2/6/2025Raymond James Financial Inc.13,594$577K0.0%N/A0.332%
2/5/2025Spectrum Wealth Counsel LLC11,230$477K0.1%+10.7%0.274%
2/3/2025Concurrent Investment Advisors LLC15,316$650K0.0%+29.3%0.374%
2/3/2025Cannon Financial Strategists Inc.31,211$1.33M0.2%+11.8%0.761%
1/31/2025Global Retirement Partners LLC162,571$6.90M0.2%N/A3.965%
1/31/20255T Wealth LLC8,398$356K0.2%N/A0.205%
1/30/2025Principal Securities Inc.6,914$293K0.0%+167.7%0.169%
1/27/2025Stratos Wealth Partners LTD.5,975$254K0.0%+16.9%0.146%
1/24/2025Rice Partnership LLC8,396$356K0.1%+7.9%0.205%
1/17/2025Octavia Wealth Advisors LLC216,250$9.18M1.1%N/A5.274%
1/8/2025Private Client Services LLC5,275$224K0.1%+12.9%0.129%
12/26/2024JPMorgan Chase & Co.21,714$967K0.0%+2.4%0.530%
11/25/2024Destination Wealth Management428,795$19.09M0.6%+3.6%10.458%
11/15/2024EP Wealth Advisors LLC2,526$112K0.0%-35.2%0.062%
11/15/2024Jane Street Group LLC44,546$1.98M0.0%-11.7%1.086%
11/7/2024Phillips Financial Management LLC45,852$2.04M0.2%-5.6%1.118%
10/31/2024Concurrent Investment Advisors LLC11,841$527K0.0%N/A0.289%
10/19/2024Cannon Financial Strategists Inc.40,876$1.78M0.3%+47.6%0.997%
10/15/2024PFG Advisors144,964$6.46M0.4%+6.9%3.536%
10/11/2024FinTrust Capital Advisors LLC505,050$22.49M3.8%+0.5%12.318%
10/9/2024TAP Consulting LLC121,567$5.41M1.1%+6.6%2.965%
10/3/2024Private Client Services LLC4,672$208K0.1%N/A0.114%
9/10/2024Cannon Financial Strategists Inc.27,701$1.18M0.2%N/A0.676%
8/19/2024EP Wealth Advisors LLC3,896$166K0.0%N/A0.095%
8/8/2024J.W. Cole Advisors Inc.5,322$227K0.0%-18.9%0.130%
8/8/2024PFG Advisors135,630$5.78M0.4%+3.1%3.308%
8/6/2024TAP Consulting LLC114,088$4.86M1.0%+12.1%2.783%
7/25/2024Destination Wealth Management414,024$17.64M0.6%+0.9%10.098%
6/3/2024Kopp LeRoy C834$36K0.0%N/A0.020%
5/7/2024PFG Advisors131,495$5.64M0.4%-11.3%3.287%
5/2/2024FinTrust Capital Advisors LLC518,712$22.25M4.3%-4.0%12.968%
4/30/2024Commonwealth Equity Services LLC13,191$566K0.0%+47.6%0.330%
4/23/2024TAP Consulting LLC101,752$4.37M1.0%N/A2.544%
4/16/2024Wealth Enhancement Advisory Services LLC11,964$513K0.0%-3.1%0.278%
2/13/2024FinTrust Capital Advisors LLC540,372$23.50M4.7%+2.5%12.567%
2/12/2024Rice Partnership LLC7,656$333K0.1%+11.6%0.178%
2/6/2024Robertson Stephens Wealth Management LLC8,378$364K0.0%N/A0.195%
1/31/2024J.W. Cole Advisors Inc.6,549$285K0.0%-9.1%0.152%
1/25/2024Phillips Financial Management LLC51,216$2.23M0.2%-6.1%1.191%
1/19/2024PFG Advisors148,211$6.45M0.5%+1.9%3.447%
1/5/2024CGN Advisors LLC22,478$978K0.1%-96.8%0.523%
11/13/2023Rice Partnership LLC6,862$283K0.1%-3.7%0.160%
11/13/2023Mariner LLC1,011,284$41.64M0.1%+6.5%23.518%
11/9/2023Phillips Financial Management LLC54,531$2.25M0.2%+0.5%1.268%
11/9/2023Blair William & Co. IL2,136$88K0.0%-21.4%0.050%
11/4/2023NBC Securities Inc.900$37K0.0%N/A0.021%
10/31/2023Fifth Third Bancorp653$27K0.0%N/A0.015%
10/24/2023Stratos Wealth Partners LTD.5,664$233K0.0%-15.5%0.132%
10/24/2023FinTrust Capital Advisors LLC527,036$21.70M4.8%+95.3%12.257%
10/23/2023Commonwealth Equity Services LLC18,192$749K0.0%-14.9%0.423%
(Data available from 1/1/2016 forward)

IMTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMTB shares?

During the previous two years, 48 institutional investors and hedge funds held shares of iShares Core 5-10 Year USD Bond ETF. The most heavily invested institutionals were Mariner LLC ($48.75M), Octavia Wealth Advisors LLC ($25.35M), FinTrust Capital Advisors LLC ($22.49M), Wealth Enhancement Advisory Services LLC ($19.77M), Destination Wealth Management ($18.48M), Bank of America Corp DE ($12.35M), and First National Corp MA ADV ($11.33M).Learn more on iShares Core 5-10 Year USD Bond ETF's institutional investors.

Which institutional investors have been buying iShares Core 5-10 Year USD Bond ETF's stock?

Of the 41 institutional investors that purchased iShares Core 5-10 Year USD Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Octavia Wealth Advisors LLC ($581.06K), Wealth Enhancement Advisory Services LLC ($485.20K), Global Retirement Partners LLC ($292.70K), FinTrust Capital Advisors LLC ($272.89K), First National Corp MA ADV ($259.69K), PFG Advisors ($171.29K), and TAP Consulting LLC ($123.81K).

How much institutional buying is happening at iShares Core 5-10 Year USD Bond ETF?

Institutional investors have bought a total of 2,110,672 shares in the last 24 months. This purchase volume represents approximately $90.78M in transactions.

Which of iShares Core 5-10 Year USD Bond ETF's major shareholders have been selling company stock?

Of the 13 institutional investors that sold iShares Core 5-10 Year USD Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($40.44K), LPL Financial LLC ($38.20K), Jane Street Group LLC ($30.61K), Phillips Financial Management LLC ($9.13K), Concurrent Investment Advisors LLC ($7.90K), Cannon Financial Strategists Inc. ($4.66K), and Commonwealth Equity Services LLC ($3.51K).

How much institutional selling is happening at iShares Core 5-10 Year USD Bond ETF?

Institutional investors have sold a total of 140,474 shares in the last 24 months. This volume of shares sold represents approximately $6.06M in transactions.


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This page (NYSEARCA:IMTB) was last updated on 9/15/2025 by MarketBeat.com Staff
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