Free Trial
→ Your blueprint for crypto wealth (From Crypto 101 Media) (Ad) Free IMTB Stock Alerts

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

iShares Core 5-10 Year USD Bond ETF logo
$42.98 -0.12 (-0.28%)
As of 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for iShares Core 5-10 Year USD Bond ETF (NYSEARCA:IMTB)

Number of
Institutional Buyers
(last 12 months)
32
Total
Institutional Inflows
(last 12 months)
$76.55M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$5.60M
Get IMTB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core 5-10 Year USD Bond ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

IMTB Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
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%
4/16/2025 Wealth Enhancement Advisory Services LLC472,792$20.52M0.0%-4.9%8.921%
4/15/2025 Charis Legacy Partners LLC7,100$308K0.6%N/A0.134%
4/14/2025Octavia Wealth Advisors LLC484,701$21.04M2.6%+124.1%9.145%
4/9/2025 NBC Securities Inc.900$39K0.0%N/A0.017%
3/17/2025 Wealth 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%
Your blueprint for crypto wealth (Ad)

Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…

Claim your pass to the Crypto Community Summit here (free for a limited time)
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%
1/8/2025 Private 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%
10/3/2024 Private 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%
4/16/2024 Wealth 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%
11/4/2023 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%
10/24/2023FinTrust Capital Advisors LLC527,036$21.70M4.8%+95.3%12.257%
10/23/2023Commonwealth Equity Services LLC18,192$749K0.0%-14.9%0.423%
10/16/2023RFG Advisory LLC5,346$220K0.0%+13.5%0.124%
10/13/2023PFG Advisors145,489$5.99M0.5%N/A3.383%
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%
Your blueprint for crypto wealth (Ad)

Mark August 12th on your calendar. 27 of crypto's most successful minds are about to reveal everything…

Claim your pass to the Crypto Community Summit here (free for a limited time)
8/10/2023Meitav Investment House Ltd.908$39K0.0%N/A0.023%
8/8/2023Rice Partnership LLC7,125$307K0.1%+16.4%0.178%
7/31/2023LPL Financial LLC40,347$1.74M0.0%+3.9%1.009%
7/27/2023J.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%
5/8/2023Phillips Financial Management LLC56,140$2.46M0.2%-1.0%1.439%
5/8/2023WealthShield Partners LLC4,621$202K0.0%-19.4%0.118%
5/5/2023Destination 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%
(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, 47 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), FinTrust Capital Advisors LLC ($22.49M), Octavia Wealth Advisors LLC ($21.04M), Wealth Enhancement Advisory Services LLC ($19.77M), Destination Wealth Management ($18.48M), First National Corp MA ADV ($11.33M), and Bank of America Corp DE ($8.80M).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: Wealth Enhancement Advisory Services LLC ($485.20K), Octavia Wealth Advisors LLC ($484.70K), FinTrust Capital Advisors LLC ($272.89K), First National Corp MA ADV ($259.69K), PFG Advisors ($171.29K), Global Retirement Partners LLC ($162.57K), 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 1,785,634 shares in the last 24 months. This purchase volume represents approximately $76.55M in transactions.

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

Of the 12 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 ($7.52K), Commonwealth Equity Services LLC ($3.51K), Cannon Financial Strategists Inc. ($2.68K), and Envestnet Asset Management Inc. ($1.96K).

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

Institutional investors have sold a total of 129,988 shares in the last 24 months. This volume of shares sold represents approximately $5.60M in transactions.


Related Companies

This page (NYSEARCA:IMTB) was last updated on 7/15/2025 by MarketBeat.com Staff
From Our Partners
INVESTOR ALERT: Tiny “$3 AI Wonder Stock” on the Verge of Blasting Off
Right now, we’re witnessing a monumental shift in the world.
Traders Agency | Sponsored
Market Panic: Trump Just Dropped a Bomb on Your Stocks
tock Market Panic: Trump Just Dropped a Bomb on Your Stocks The market is in freefall—and Trump's new tarif...
American Alternative | Sponsored
This Signal Only Flashes Once Every 4 Years – And It Just Triggered
This same signal has appeared twice before in the past 8 years — both times, it kicked off major moves in cryp...
Crypto Swap Profits | Sponsored
Presidential Bombshell: $150T Resource to Be Released as soon as this Summer?
Something extraordinary is happening in Washington. For the first time in over a century, a sitting Preside...
Paradigm Press | Sponsored
Banks aren’t ready for this altcoin—are you?
I've never been more confident about a DeFi opportunity. This isn't about complex trading or risky bets. Th...
Crypto 101 Media | Sponsored
[No Brainer Gold Play]: “Show me a better investment.”
A Historic Gold Announcement Is About to Rock Wall Street? For months, sharp-eyed analysts have watched the...
Golden Portfolio | Sponsored
Google did what!?!?
A new technology has sparked a modern-day gold rush in Silicon Valley. OpenAI’s Sam Altman invested $375M. Bil...
Stansberry Research | Sponsored
3..2..1.. AI 2.0 ignition (don’t sleep on this)
I just put together an urgent new presentation that you need to see right away. In short: I believe we are...
Timothy Sykes | Sponsored