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

iShares Core 5-10 Year USD Bond ETF logo
$42.55 +0.14 (+0.33%)
As of 01/17/2025 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)
14
Total
Institutional Inflows
(last 12 months)
$19.95M
Number of
Institutional Sellers
(last 12 months)
7
Total
Institutional Outflows
(last 12 months)
$2.33M
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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
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%
1/5/2024 CGN 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%
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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%
10/13/2023 CGN Advisors LLC713,197$29.37M4.0%+0.7%16.586%
10/12/2023Market 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%
8/10/2023Meitav 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%
7/10/2023 CGN 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%
5/3/2023J.W. Cole Advisors Inc.7,582$332K0.0%-8.7%0.194%
4/27/2023Rice 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%
4/4/2023 CGN Advisors LLC635,555$27.84M4.4%+140.8%17.654%
3/6/2023OLD Mission Capital LLC27,737$1.19M0.0%N/A0.816%
2/15/2023FinTrust Capital Advisors LLC269,874$11.54M2.8%N/A7.937%
2/13/2023Destination Wealth Management333,025$14.24M0.6%-12.2%9.795%
2/10/2023Blair William & Co. IL2,886$123K0.0%-8.2%0.085%
2/7/2023Commonwealth Equity Services LLC28,526$1.22M0.0%N/A0.839%
2/7/2023LPL Financial LLC40,385$1.73M0.0%-10.3%1.188%
2/7/2023Envestnet Asset Management Inc.6,141$263K0.0%-57.9%0.181%
1/31/2023Geneos 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%
1/26/2023Rice Partnership LLC5,773$247K0.1%+9.7%0.170%
1/24/2023 International Assets Investment Management LLC7,302$231K0.0%N/A0.215%
1/24/2023Phillips Financial Management LLC56,716$2.43M0.2%-33.0%1.668%
1/23/2023Market Street Wealth Management Advisors LLC18,971$811K0.2%-37.2%0.558%
1/9/2023 CGN Advisors LLC263,963$11.29M2.0%+4,054.9%7.764%
11/8/2022Phillips 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%
10/24/2022Market Street Wealth Management Advisors LLC30,213$1.28M0.4%+471.2%1.439%
10/20/2022Koshinski Asset Management Inc.950$1.43M0.1%N/A0.048%
10/18/2022Koshinski Asset Management Inc.950$1.43M0.2%N/A0.048%
10/18/2022 CGN Advisors LLC6,353$268K0.1%N/A0.318%
8/8/2022Lee Financial Group Hawaii Inc.27,226$1.22M1.2%+17.4%1.361%
8/8/2022Baird Financial Group Inc.9,469$424K0.0%-13.9%0.473%
8/5/2022OLD Mission Capital LLC6,712$300K0.0%N/A0.336%
8/3/2022Envestnet Asset Management Inc.14,349$642K0.0%-90.3%0.717%
8/3/2022AE Wealth Management LLC9,861$441K0.0%-85.1%0.493%
7/29/2022Destination Wealth Management359,753$16.10M0.6%-7.5%17.988%
7/27/2022Columbus Macro LLC18,294$819K0.3%-11.4%0.915%
7/22/2022Rice Partnership LLC5,045$226K0.1%+69.8%0.252%
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7/22/2022Phillips Financial Management LLC65,085$2.91M0.3%N/A3.254%
7/21/2022Market Street Wealth Management Advisors LLC5,289$237K0.1%N/A0.264%
5/13/2022Rice Partnership LLC2,971$141K0.0%+8.5%0.099%
5/12/2022D.A. Davidson & CO.132,634$6.28M0.1%-1.5%4.421%
5/12/2022Destination 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%
5/4/2022Advisor Group Holdings Inc.13,924$660K0.0%-51.1%0.464%
5/4/2022Envestnet Asset Management Inc.148,310$7.02M0.0%-1.7%4.944%
4/27/2022Demars Financial Group LLC89,746$4.25M2.1%-8.8%2.992%
(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, 35 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), Octavia Wealth Advisors LLC ($9.18M), PFG Advisors ($6.46M), TAP Consulting LLC ($5.41M), and Phillips Financial Management LLC ($2.04M).Learn more on IMTB's institutional investors.

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

Of the 27 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: FinTrust Capital Advisors LLC ($542.77K), CGN Advisors LLC ($449.23K), Octavia Wealth Advisors LLC ($216.25K), PFG Advisors ($161.68K), TAP Consulting LLC ($121.57K), Mariner LLC ($61.29K), and Destination Wealth Management ($50.41K).

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

Institutional investors have bought a total of 1,785,093 shares in the last 24 months. This purchase volume represents approximately $76.12M 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 1/18/2025 by MarketBeat.com Staff
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