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

iShares Core 5-10 Year USD Bond ETF logo
$42.39 -0.55 (-1.28%)
(As of 05:12 PM ET)
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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)
12
Total
Institutional Inflows
(last 12 months)
$10.72M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$32.38M
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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
11/25/2024 Destination Wealth Management428,795$19.09M0.6%+3.6%10.458%
11/15/2024 EP Wealth Advisors LLC2,526$112K0.0%-35.2%0.062%
11/15/2024 Jane Street Group LLC44,546$1.98M0.0%-11.7%1.086%
11/7/2024 Phillips Financial Management LLC45,852$2.04M0.2%-5.6%1.118%
10/31/2024 Concurrent Investment Advisors LLC11,841$527K0.0%N/A0.289%
10/19/2024 Cannon Financial Strategists Inc.40,876$1.78M0.3%+47.6%0.997%
10/15/2024 PFG Advisors144,964$6.46M0.4%+6.9%3.536%
10/11/2024 FinTrust Capital Advisors LLC505,050$22.49M3.8%+0.5%12.318%
10/9/2024 TAP Consulting LLC121,567$5.41M1.1%+6.6%2.965%
10/3/2024 Private Client Services LLC4,672$208K0.1%N/A0.114%
9/10/2024 Cannon Financial Strategists Inc.27,701$1.18M0.2%N/A0.676%
8/19/2024 EP Wealth Advisors LLC3,896$166K0.0%N/A0.095%
8/8/2024 J.W. Cole Advisors Inc.5,322$227K0.0%-18.9%0.130%
8/8/2024 PFG Advisors135,630$5.78M0.4%+3.1%3.308%
8/6/2024 TAP Consulting LLC114,088$4.86M1.0%+12.1%2.783%
7/25/2024 Destination Wealth Management414,024$17.64M0.6%+0.9%10.098%
6/3/2024Kopp LeRoy C834$36K0.0%N/A0.020%
5/7/2024 PFG Advisors131,495$5.64M0.4%-11.3%3.287%
5/2/2024 FinTrust Capital Advisors LLC518,712$22.25M4.3%-4.0%12.968%
4/30/2024Commonwealth Equity Services LLC13,191$566K0.0%+47.6%0.330%
4/23/2024 TAP Consulting LLC101,752$4.37M1.0%N/A2.544%
4/16/2024 Wealth Enhancement Advisory Services LLC11,964$513K0.0%-3.1%0.278%
2/13/2024 FinTrust Capital Advisors LLC540,372$23.50M4.7%+2.5%12.567%
2/12/2024 Rice Partnership LLC7,656$333K0.1%+11.6%0.178%
2/6/2024 Robertson Stephens Wealth Management LLC8,378$364K0.0%N/A0.195%
1/31/2024 J.W. Cole Advisors Inc.6,549$285K0.0%-9.1%0.152%
1/25/2024 Phillips Financial Management LLC51,216$2.23M0.2%-6.1%1.191%
1/19/2024 PFG Advisors148,211$6.45M0.5%+1.9%3.447%
1/5/2024CGN Advisors LLC22,478$978K0.1%-96.8%0.523%
11/13/2023 Rice Partnership LLC6,862$283K0.1%-3.7%0.160%
11/13/2023 Mariner LLC1,011,284$41.64M0.1%+6.5%23.518%
11/9/2023 Phillips Financial Management LLC54,531$2.25M0.2%+0.5%1.268%
11/9/2023 Blair William & Co. IL2,136$88K0.0%-21.4%0.050%
11/4/2023 NBC 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%
10/24/2023 FinTrust Capital Advisors LLC527,036$21.70M4.8%+95.3%12.257%
10/23/2023Commonwealth Equity Services LLC18,192$749K0.0%-14.9%0.423%
10/16/2023RFG Advisory LLC5,346$220K0.0%+13.5%0.124%
10/13/2023 PFG Advisors145,489$5.99M0.5%N/A3.383%
Musk threatens Liberal’s fake “energy crisis” (Ad)

Elon Musk has just exposed the “energy grift” of America in a recent tweet to his platform, X. And people are slowly starting to wake up to the Deep State’s lies.

To get the full details on the fake “energy crisis” of America, watch this now
10/13/2023CGN Advisors LLC713,197$29.37M4.0%+0.7%16.586%
10/12/2023 Market Street Wealth Management Advisors LLC11,852$488K0.1%-37.5%0.276%
10/10/2023Cyndeo Wealth Partners LLC5,252$216K0.0%-47.1%0.122%
8/10/2023 Meitav Investment House Ltd.908$39K0.0%N/A0.023%
8/8/2023 Rice Partnership LLC7,125$307K0.1%+16.4%0.178%
7/31/2023 LPL Financial LLC40,347$1.74M0.0%+3.9%1.009%
7/27/2023 J.W. Cole Advisors Inc.7,266$313K0.0%-4.2%0.182%
7/18/2023Stratos Wealth Partners LTD.6,699$289K0.0%N/A0.167%
7/10/2023CGN Advisors LLC708,083$30.50M4.4%+11.4%18.156%
5/8/2023 Phillips Financial Management LLC56,140$2.46M0.2%-1.0%1.439%
5/8/2023 WealthShield Partners LLC4,621$202K0.0%-19.4%0.118%
5/5/2023 Destination Wealth Management364,993$15.99M0.6%+9.6%9.359%
5/4/2023Lee Financial Group Hawaii Inc.28,944$1.27M1.3%-3.9%0.742%
5/3/2023 J.W. Cole Advisors Inc.7,582$332K0.0%-8.7%0.194%
4/27/2023 Rice Partnership LLC6,120$268K0.1%+6.0%0.157%
4/25/2023Cyndeo Wealth Partners LLC9,935$435K0.0%N/A0.255%
4/21/2023Cyndeo Wealth Partners LLC9,935$7.02M0.8%N/A0.255%
4/4/2023CGN Advisors LLC635,555$27.84M4.4%+140.8%17.654%
3/6/2023 OLD Mission Capital LLC27,737$1.19M0.0%N/A0.816%
2/15/2023 FinTrust Capital Advisors LLC269,874$11.54M2.8%N/A7.937%
2/13/2023 Destination Wealth Management333,025$14.24M0.6%-12.2%9.795%
2/10/2023 Blair William & Co. IL2,886$123K0.0%-8.2%0.085%
2/7/2023Commonwealth Equity Services LLC28,526$1.22M0.0%N/A0.839%
2/7/2023 LPL Financial LLC40,385$1.73M0.0%-10.3%1.188%
2/7/2023 Envestnet Asset Management Inc.6,141$263K0.0%-57.9%0.181%
1/31/2023 Geneos Wealth Management Inc.1,940$83K0.0%+125.6%0.057%
1/30/2023 International Assets Investment Management LLC7,302$231K0.0%N/A0.215%
1/26/2023 Rice Partnership LLC5,773$247K0.1%+9.7%0.170%
1/24/2023 International Assets Investment Management LLC7,302$231K0.0%N/A0.215%
1/24/2023 Phillips Financial Management LLC56,716$2.43M0.2%-33.0%1.668%
1/23/2023 Market Street Wealth Management Advisors LLC18,971$811K0.2%-37.2%0.558%
1/9/2023CGN Advisors LLC263,963$11.29M2.0%+4,054.9%7.764%
11/8/2022 Phillips Financial Management LLC84,675$3.58M0.4%+30.1%4.032%
11/4/2022Lee Financial Group Hawaii Inc.29,432$1.24M1.0%+8.1%1.402%
10/24/2022Stratos Wealth Partners LTD.6,758$286K0.0%-9.1%0.322%
10/24/2022 Market Street Wealth Management Advisors LLC30,213$1.28M0.4%+471.2%1.439%
10/20/2022 Koshinski Asset Management Inc.950$1.43M0.1%N/A0.048%
10/18/2022 Koshinski Asset Management Inc.950$1.43M0.2%N/A0.048%
10/18/2022CGN Advisors LLC6,353$268K0.1%N/A0.318%
8/8/2022Lee Financial Group Hawaii Inc.27,226$1.22M1.2%+17.4%1.361%
8/8/2022 Baird Financial Group Inc.9,469$424K0.0%-13.9%0.473%
8/5/2022 OLD Mission Capital LLC6,712$300K0.0%N/A0.336%
8/3/2022 Envestnet Asset Management Inc.14,349$642K0.0%-90.3%0.717%
8/3/2022 AE Wealth Management LLC9,861$441K0.0%-85.1%0.493%
7/29/2022 Destination Wealth Management359,753$16.10M0.6%-7.5%17.988%
7/27/2022Columbus Macro LLC18,294$819K0.3%-11.4%0.915%
7/22/2022 Rice Partnership LLC5,045$226K0.1%+69.8%0.252%
7/22/2022 Phillips Financial Management LLC65,085$2.91M0.3%N/A3.254%
7/21/2022 Market Street Wealth Management Advisors LLC5,289$237K0.1%N/A0.264%
5/13/2022 Rice Partnership LLC2,971$141K0.0%+8.5%0.099%
Musk threatens Liberal’s fake “energy crisis” (Ad)

Elon Musk has just exposed the “energy grift” of America in a recent tweet to his platform, X. And people are slowly starting to wake up to the Deep State’s lies.

To get the full details on the fake “energy crisis” of America, watch this now
5/12/2022 D.A. Davidson & CO.132,634$6.28M0.1%-1.5%4.421%
5/12/2022 Destination Wealth Management388,973$18.42M0.7%+3.8%12.966%
5/11/2022RFG Advisory LLC9,164$434K0.0%N/A0.305%
5/10/2022Lee Financial Group Hawaii Inc.23,181$1.10M0.7%+13.3%0.773%
5/4/2022 Advisor Group Holdings Inc.13,924$660K0.0%-51.1%0.464%
5/4/2022 Envestnet Asset Management Inc.148,310$7.02M0.0%-1.7%4.944%
4/27/2022 Demars Financial Group LLC89,746$4.25M2.1%-8.8%2.992%
4/26/2022 Cardinal Strategic Wealth Guidance1,172$55K0.0%-98.3%0.039%
4/26/2022Stratos Wealth Partners LTD.7,433$352K0.0%-27.2%0.248%
4/26/2022Columbus Macro LLC20,647$978K0.3%+1.4%0.688%
(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, 33 institutional investors and hedge funds held shares of iShares Core 5-10 Year USD Bond ETF. The most heavily invested institutionals were Mariner LLC ($41.64M), FinTrust Capital Advisors LLC ($22.49M), Destination Wealth Management ($19.09M), PFG Advisors ($6.46M), TAP Consulting LLC ($5.41M), Phillips Financial Management LLC ($2.04M), and Jane Street Group LLC ($1.98M).Learn more on IMTB's institutional investors.

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

Of the 25 institutional investors that purchased iShares Core 5-10 Year USD Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: CGN Advisors LLC ($706.84K), FinTrust Capital Advisors LLC ($542.77K), PFG Advisors ($161.68K), TAP Consulting LLC ($121.57K), Mariner LLC ($61.29K), Destination Wealth Management ($50.41K), and Cannon Financial Strategists Inc. ($40.88K).

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

Institutional investors have bought a total of 1,825,332 shares in the last 24 months. This purchase volume represents approximately $77.91M in transactions.

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

Of the 19 institutional investors that sold iShares Core 5-10 Year USD Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: CGN Advisors LLC ($690.72K), Destination Wealth Management ($46.31K), Phillips Financial Management LLC ($34.59K), FinTrust Capital Advisors LLC ($21.66K), Market Street Wealth Management Advisors LLC ($18.36K), PFG Advisors ($16.72K), and Envestnet Asset Management Inc. ($8.43K).

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

Institutional investors have sold a total of 864,258 shares in the last 24 months. This volume of shares sold represents approximately $37.47M in transactions.


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This page (NYSEARCA:IMTB) was last updated on 12/18/2024 by MarketBeat.com Staff
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