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iShares Core 10+ Year USD Bond ETF (ILTB) Institutional Ownership

$50.50
+0.44 (+0.88%)
(As of 07/26/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Core 10+ Year USD Bond ETF (NYSEARCA:ILTB)

Number of
Institutional Buyers
(last 12 months)
55
Total
Institutional Inflows
(last 12 months)
$189.31M
Number of
Institutional Sellers
(last 12 months)
27
Total
Institutional Outflows
(last 12 months)
$47.10M
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ILTB Institutional Buying and Selling by Quarter

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

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/25/2024 Rooted Wealth Advisors Inc.64,202$3.25M1.4%+8.3%0.537%
7/24/2024 &PARTNERS28,592$1.42M0.1%+33.5%0.239%
7/22/2024 Atria Wealth Solutions Inc.92,224$4.58M0.1%+5.2%0.772%
7/22/2024 Centennial Wealth Advisory LLC48,335$2.40M1.0%+4.7%0.404%
7/22/2024Focus Financial Network Inc.234,489$11.95M0.5%+1.6%1.962%
7/18/2024 Gradient Investments LLC9,529$474K0.0%N/A0.080%
7/18/2024 Verde Capital Management148,904$7.40M2.3%+6.8%1.246%
7/16/2024 Envestnet Portfolio Solutions Inc.6,726$334K0.0%+9.4%0.056%
7/16/2024 Tsfg LLC8,501$423K0.1%-3.7%0.071%
7/15/2024 ETF Portfolio Partners Inc.151,837$7.55M2.4%N/A1.271%
5/24/2024Cetera Advisors LLC9,978$510K0.0%+3.2%0.083%
5/24/2024Cetera Investment Advisers57,610$2.94M0.0%+631.7%0.482%
5/20/2024 Independent Wealth Network Inc.65,603$3.35M1.6%+2.1%0.549%
5/16/2024Jane Street Group LLC271,162$13.86M0.0%N/A2.269%
5/16/2024B. Riley Wealth Advisors Inc.8,589$406K0.0%-44.3%0.072%
5/14/2024OLD Mission Capital LLC71,592$3.66M0.1%N/A0.599%
5/14/2024CreativeOne Wealth LLC54,671$2.79M0.1%+3.7%0.457%
5/13/2024Hilltop Partners LLC10,736$549K0.2%-96.2%0.090%
5/13/2024Safeguard Investment Advisory Group LLC40,712$2.08M0.7%-53.5%0.341%
5/6/2024 Envestnet Portfolio Solutions Inc.6,147$314K0.0%-56.1%0.052%
5/2/2024Vantage Financial Partners LLC6,485$331K0.1%-26.0%0.054%
5/2/2024BNP Paribas7,178$367K0.0%N/A0.060%
5/1/2024Private Advisor Group LLC7,988$408K0.0%-6.8%0.067%
4/30/2024J.W. Cole Advisors Inc.30,579$1.56M0.1%+27.4%0.257%
4/23/2024 Raymond James Financial Services Advisors Inc.133,783$6.84M0.0%+6.6%1.124%
4/22/2024 Centennial Wealth Advisory LLC46,175$2.36M1.1%+24.2%0.388%
4/16/2024 Tsfg LLC8,831$451K0.1%N/A0.083%
4/11/2024 &PARTNERS21,414$1.09M0.2%N/A0.200%
4/11/2024 Independent Wealth Network Inc.45,973$2.35M6.2%-28.5%0.430%
4/10/2024 Signal Advisors Wealth LLC5,898$301K0.1%N/A0.055%
4/10/2024 Stableford Capital II LLC167,638$8.57M3.4%+197.5%1.567%
3/15/2024B. Riley Wealth Advisors Inc.15,432$811K0.0%+79.7%0.144%
3/1/2024 Transcendent Capital Group LLC5,476$288K0.2%N/A0.051%
2/16/2024Secured Retirement Advisors LLC10,927$575K0.6%N/A0.102%
2/14/2024Connectus Wealth LLC140,265$7.38M0.1%N/A1.311%
2/13/2024Beacon Bridge Wealth Partners LLC10,095$531K0.3%-60.5%0.094%
2/12/2024Peterson Financial Group Inc.4,074$214K0.1%N/A0.038%
2/12/2024Focus Financial Network Inc. ADV106,510$5.60M0.2%N/A0.995%
2/9/2024Advisory Services Network LLC3,507$184K0.0%N/A0.033%
2/9/2024CreativeOne Wealth LLC52,697$2.77M0.2%+322.1%0.492%
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2/9/2024Wells Fargo & Company MN321,906$16.93M0.0%+22.6%3.008%
2/7/2024 Envestnet Portfolio Solutions Inc.14,010$737K0.0%+79.3%0.131%
2/7/2024 Rooted Wealth Advisors Inc.57,492$2.94M1.5%+7.0%0.537%
2/6/2024Charles Schwab Investment Management Inc.100,990$5.31M0.0%-11.1%0.944%
2/6/2024Private Advisor Group LLC8,575$451K0.0%-16.0%0.080%
2/6/2024National Bank of Canada FI5,680$296K0.0%+42.3%0.053%
2/5/2024Vantage Financial Partners LLC8,764$461K0.1%N/A0.082%
2/2/2024 Atria Wealth Solutions Inc.87,862$4.62M0.1%+9.8%0.821%
1/31/2024J.W. Cole Advisors Inc.24,001$1.26M0.1%+7.3%0.224%
1/31/2024Oliver Lagore Vanvalin Investment Group534$28K0.0%-68.3%0.005%
1/26/2024Safeguard Investment Advisory Group LLC87,627$4.61M1.7%-1.2%0.819%
1/26/2024 B.O.S.S. Retirement Advisors LLC5,278$277K0.1%-4.8%0.049%
1/25/2024Meeder Advisory Services Inc.9,150$481K0.1%N/A0.086%
1/24/2024Sowell Financial Services LLC15,191$799K0.0%N/A0.142%
1/24/2024 Park Place Capital Corp14,864$782K0.3%+133.7%0.139%
1/24/2024International Assets Investment Management LLC807,318$42.45M0.0%+5,122.0%7.545%
1/23/2024 Level Financial Advisors Inc.1,164$61K0.0%+2,182.4%0.011%
1/19/2024 Fermata Advisors LLC4,390$231K0.1%-68.3%0.041%
1/18/2024 Global Retirement Partners LLC500$26K0.0%N/A0.005%
1/18/2024 Peak Financial Management Inc.158,516$8.34M2.8%-8.9%1.481%
1/17/2024 Centennial Wealth Advisory LLC37,182$1.96M1.0%-21.5%0.347%
1/17/2024Kingdom Financial Group LLC.21,370$1.12M1.0%+38.5%0.200%
1/16/2024 Raymond James Financial Services Advisors Inc.125,462$6.60M0.0%+4.3%1.173%
1/12/2024Mutual Advisors LLC54,289$2.85M0.1%-4.6%0.507%
1/12/2024 Stableford Capital II LLC56,353$2.92M1.3%N/A0.527%
1/12/2024 Verde Capital Management120,859$6.36M2.4%-8.7%1.130%
1/12/2024 Independent Wealth Network Inc.64,277$3.38M1.8%-4.3%0.601%
1/8/2024 B.O.S.S. Retirement Advisors LLC5,281$278K0.1%-4.7%0.049%
12/1/2023B. Riley Wealth Advisors Inc.8,589$406K0.0%+6.0%0.080%
11/21/2023 Rooted Wealth Advisors Inc.53,714$2.59M1.6%N/A0.502%
11/15/2023Ameriprise Financial Inc.1,571,805$74.40M0.0%-6.5%14.690%
11/14/2023 Verde Capital Management132,387$6.26M2.4%+11.4%1.237%
11/14/2023Beacon Bridge Wealth Partners LLC25,557$1.21M0.6%-81.8%0.239%
11/14/2023Mutual Advisors LLC56,922$2.69M0.1%-2.8%0.532%
11/13/2023Envestnet Asset Management Inc.135,954$6.42M0.0%+29.9%1.271%
11/13/2023 Envestnet Portfolio Solutions Inc.7,815$369K0.0%N/A0.073%
11/9/2023Oliver Lagore Vanvalin Investment Group1,687$80K0.0%-35.8%0.016%
11/8/2023Charles Schwab Investment Management Inc.113,639$5.37M0.0%N/A1.062%
11/8/2023 Atria Wealth Solutions Inc.80,017$3.78M0.1%-18.4%0.748%
11/7/2023Kingsview Wealth Management LLC9,570$452K0.0%-29.3%0.089%
11/7/2023 Fermata Advisors LLC13,845$654K0.2%N/A0.129%
11/3/2023Private Advisor Group LLC10,212$483K0.0%+3.1%0.095%
11/1/2023Wealthfront Advisers LLC14,464$683K0.0%+58.1%0.135%
10/31/2023 Optas LLC59,748$2.82M0.9%-15.8%0.558%
10/25/2023BluePath Capital Management LLC1,284$61K0.1%N/A0.012%
10/25/2023 Peak Financial Management Inc.173,938$8.22M2.2%+5.0%1.626%
10/24/2023J.W. Cole Advisors Inc.22,368$1.06M0.1%+26.4%0.209%
10/24/2023 Raymond James Financial Services Advisors Inc.120,240$5.68M0.0%-50.0%1.124%
10/24/2023Cambridge Investment Research Advisors Inc.31,100$1.47M0.0%+5.6%0.291%
10/23/2023Commonwealth Equity Services LLC8,932$422K0.0%-89.6%0.083%
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10/18/2023Clarity Financial LLC6,478$306K0.1%N/A0.061%
10/17/2023CreativeOne Wealth LLC12,484$590K0.0%-62.2%0.117%
10/17/2023 Park Place Capital Corp6,359$300K0.1%+4.8%0.059%
10/16/2023Kingdom Financial Group LLC.15,426$729K0.7%+12.7%0.144%
10/11/2023 Independent Wealth Network Inc.67,184$3.17M2.0%+11.2%0.628%
10/11/2023AE Wealth Management LLC642,742$30.37M0.2%+13.3%6.007%
10/10/2023National Bank of Canada FI3,991$185K0.0%+17.8%0.037%
10/10/2023 Centennial Wealth Advisory LLC47,394$2.24M1.2%+8.3%0.443%
8/14/2023Thrivent Financial for Lutherans621,463$32.35M0.1%N/A5.808%
8/10/2023Commonwealth Equity Services LLC85,518$4.50M0.0%+1,724.2%0.777%
(Data available from 1/1/2016 forward)

ILTB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of ILTB shares?

During the previous two years, 75 institutional investors and hedge funds held shares of iShares Core 10+ Year USD Bond ETF. The most heavily invested institutionals were Ameriprise Financial Inc. ($74.40M), International Assets Investment Management LLC ($42.45M), Thrivent Financial for Lutherans ($32.35M), AE Wealth Management LLC ($30.37M), Wells Fargo & Company MN ($16.93M), Jane Street Group LLC ($13.86M), and Focus Financial Network Inc. ($11.95M).Learn more on ILTB's institutional investors.

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

Of the 69 institutional investors that purchased iShares Core 10+ Year USD Bond ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($802.17K), Thrivent Financial for Lutherans ($621.46K), Jane Street Group LLC ($271.16K), AE Wealth Management LLC ($262.49K), Raymond James Financial Services Advisors Inc. ($249.68K), Hilltop Partners LLC ($229.10K), and Peak Financial Management Inc. ($173.94K).

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

Institutional investors have bought a total of 4,735,119 shares in the last 24 months. This purchase volume represents approximately $245.24M in transactions.

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

Of the 34 institutional investors that sold iShares Core 10+ Year USD Bond ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hilltop Partners LLC ($268.33K), Beacon Bridge Wealth Partners LLC ($130.22K), Raymond James Financial Services Advisors Inc. ($120.18K), Ameriprise Financial Inc. ($109.11K), Commonwealth Equity Services LLC ($76.59K), Safeguard Investment Advisory Group LLC ($65.13K), and AE Wealth Management LLC ($27.11K).

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

Institutional investors have sold a total of 1,037,070 shares in the last 24 months. This volume of shares sold represents approximately $51.46M in transactions.


This page (NYSEARCA:ILTB) was last updated on 7/27/2024 by MarketBeat.com Staff

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