Free Trial
→ Trump’s Treasure Map [Pic inside] (From Paradigm Press) (Ad) Buy IMTB Stock  Free IMTB Stock Alerts

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

iShares Core 5-10 Year USD Bond ETF logo
$43.31 +0.22 (+0.51%)
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)
25
Total
Institutional Inflows
(last 12 months)
$55.69M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$4.69M
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

Remove Ads

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
3/17/2025 Wealth Enhancement Advisory Services LLC497,167$21.10M0.0%+4,055.5%9.207%
2/17/2025 Chapman Financial Group LLC2,257$96K0.1%N/A0.055%
2/17/2025 Bank of America Corp DE207,336$8.80M0.0%+23.6%5.057%
2/14/2025 Jane Street Group LLC19,830$842K0.0%-55.5%0.484%
2/13/2025 Mariner LLC1,148,662$48.75M0.1%+3.2%28.016%
2/13/2025 Raymond James Financial Inc.13,594$577K0.0%N/A0.332%
2/13/2025 Bank of Montreal Can5,087$216K0.0%-14.3%0.124%
2/13/2025 Envestnet Asset Management Inc.13,584$577K0.0%-12.6%0.331%
2/12/2025 Howe & Rusling Inc.1,362$58K0.0%N/A0.033%
2/12/2025 JPMorgan Chase & Co.60,668$2.58M0.0%+179.4%1.480%
2/12/2025 Financial Engines Advisors L.L.C.36,393$1.55M0.0%N/A0.888%
2/11/2025 LPL Financial LLC81,793$3.47M0.0%-24.5%1.995%
2/11/2025 TAP Consulting LLC123,812$5.26M1.1%+1.8%3.020%
2/10/2025 Commonwealth Equity Services LLC9,069$385K0.0%-27.9%0.221%
2/10/2025 Phillips Financial Management LLC43,820$1.86M0.1%-4.4%1.069%
2/7/2025 PFG Advisors153,267$6.51M0.4%+5.7%3.738%
2/7/2025 Destination Wealth Management435,400$18.48M0.6%+1.5%10.620%
2/6/2025 Raymond James Financial Inc.13,594$577K0.0%N/A0.332%
2/5/2025 Spectrum Wealth Counsel LLC11,230$477K0.1%+10.7%0.274%
2/3/2025 Concurrent Investment Advisors LLC15,316$650K0.0%+29.3%0.374%
2/3/2025 Cannon Financial Strategists Inc.31,211$1.33M0.2%+11.8%0.761%
1/31/2025 Global Retirement Partners LLC162,571$6.90M0.2%N/A3.965%
1/31/2025 5T Wealth LLC8,398$356K0.2%N/A0.205%
1/30/2025 Principal Securities Inc.6,914$293K0.0%+167.7%0.169%
1/27/2025 Stratos Wealth Partners LTD.5,975$254K0.0%+16.9%0.146%
1/24/2025 Rice Partnership LLC8,396$356K0.1%+7.9%0.205%
1/17/2025 Octavia Wealth Advisors LLC216,250$9.18M1.1%N/A5.274%
1/8/2025 Private Client Services LLC5,275$224K0.1%+12.9%0.129%
12/26/2024 JPMorgan Chase & Co.21,714$967K0.0%+2.4%0.530%
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%
10/11/2024FinTrust 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%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
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%
5/2/2024FinTrust Capital Advisors LLC518,712$22.25M4.3%-4.0%12.968%
4/30/2024 Commonwealth 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%
2/13/2024FinTrust 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%
1/5/2024 CGN 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%
10/31/2023 Fifth Third Bancorp653$27K0.0%N/A0.015%
10/24/2023 Stratos 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%
10/23/2023 Commonwealth Equity Services LLC18,192$749K0.0%-14.9%0.423%
10/16/2023 RFG Advisory LLC5,346$220K0.0%+13.5%0.124%
10/13/2023 PFG Advisors145,489$5.99M0.5%N/A3.383%
10/13/2023 CGN 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%
10/10/2023 Cyndeo 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%
7/18/2023 Stratos Wealth Partners LTD.6,699$289K0.0%N/A0.167%
7/10/2023 CGN Advisors LLC708,083$30.50M4.4%+11.4%18.156%
5/8/2023 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%
4/25/2023 Cyndeo Wealth Partners LLC9,935$435K0.0%N/A0.255%
4/21/2023 Cyndeo Wealth Partners LLC9,935$7.02M0.8%N/A0.255%
4/4/2023 CGN Advisors LLC635,555$27.84M4.4%+140.8%17.654%
3/6/2023 OLD Mission Capital LLC27,737$1.19M0.0%N/A0.816%
2/15/2023FinTrust Capital Advisors LLC269,874$11.54M2.8%N/A7.937%
2/13/2023 Destination Wealth Management333,025$14.24M0.6%-12.2%9.795%
Trump’s betrayal exposed (Ad)

Trump’s Final Reset Inside the shocking plot to re-engineer America’s financial system…and why you need to move your money now.

Millions of Americans are about to be wiped out, while others could make a fortune… click here to ma
2/10/2023 Blair William & Co. IL2,886$123K0.0%-8.2%0.085%
2/7/2023 Commonwealth 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%
(Data available from 1/1/2016 forward)

Remove Ads

IMTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IMTB shares?

During the previous two years, 42 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), Wealth Enhancement Advisory Services LLC ($21.10M), Destination Wealth Management ($18.48M), Octavia Wealth Advisors LLC ($9.18M), Bank of America Corp DE ($8.80M), and Global Retirement Partners LLC ($6.90M).Learn more on IMTB's institutional investors.

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

Of the 34 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: Wealth Enhancement Advisory Services LLC ($485.20K), CGN Advisors LLC ($449.23K), FinTrust Capital Advisors LLC ($272.89K), Octavia Wealth Advisors LLC ($216.25K), PFG Advisors ($169.98K), 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 2,310,735 shares in the last 24 months. This purchase volume represents approximately $98.32M 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), Jane Street Group LLC ($30.61K), LPL Financial LLC ($26.55K), FinTrust Capital Advisors LLC ($21.66K), PFG Advisors ($16.72K), Phillips Financial Management LLC ($8.66K), and Market Street Wealth Management Advisors LLC ($7.12K).

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

Institutional investors have sold a total of 825,040 shares in the last 24 months. This volume of shares sold represents approximately $35.77M in transactions.


Related Companies

This page (NYSEARCA:IMTB) was last updated on 3/28/2025 by MarketBeat.com Staff
From Our Partners
Elon Warns: Exec Order 14024 Targets Dollar
Executive Order 14024 is paving the way for irreversible damage to the dollar's value—threatening your wealth,...
Priority Gold | Sponsored
New “Trump” currency proposed in DC
According to one of the most connected men in Washington… A surprising new bill was just introduced in Wash...
Paradigm Press | Sponsored
A market crash is coming—here’s when
The stock market cycle I've used to identify the most likely day of the next market crash is the exact same in...
Chaikin Analytics | Sponsored
Your Wealth is Under Attack
Please don't wait—this is your moment to take action. Download your Wealth Protection Guide now, claim your fr...
American Alternative | Sponsored
Most gold “analysts” aren’t really gold analysts… [watch out]
People who don’t understand the gold market are about to lose a lot of money. Unfortunately, most so-called “g...
Golden Portfolio | Sponsored
Trump Makes Major Crypto Announcement
Trump Ends the “War on Crypto” I expect it to pump the market, which is why I'm recommending ONE coin to al...
Crypto 101 Media | Sponsored
Do this Before Elon's Reveal on April 23rd
Elon’s newest tech could pay you an extra $30,000 a year — while you sleep. It’s smaller than a quarter but...
Brownstone Research | Sponsored
Revealed: The Chip Stock Redefining AI as We Know It
In this urgent presentation, Wall Street's so-called "AI Oracle" unveils the name of a small American tech fir...
InvestorPlace | Sponsored