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

iShares Core 5-10 Year USD Bond ETF logo
$42.63 +0.07 (+0.16%)
As of 05/22/2025 04:10 PM Eastern
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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)
32
Total
Institutional Inflows
(last 12 months)
$65.25M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$4.90M
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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
5/21/2025 Reliant Investment Partners LLC8,994$390K0.4%-3.9%0.158%
5/19/2025 Jane Street Group LLC31,604$1.37M0.0%+59.4%0.554%
5/15/2025 Royal Bank of Canada50,156$2.18M0.0%+119.7%0.880%
5/15/2025 OLD Mission Capital LLC6,472$281K0.0%N/A0.114%
5/9/2025 WealthShield Partners LLC1,110$48K0.0%+100.0%0.019%
5/8/2025 Eastern Bank1,008$44K0.0%N/A0.018%
5/7/2025 LPL Financial LLC70,143$3.04M0.0%-14.2%1.231%
5/6/2025 PFG Advisors154,577$6.71M0.4%+0.9%2.712%
5/5/2025 Cannon Financial Strategists Inc.28,531$1.24M0.2%-8.6%0.501%
4/30/2025 Phillips Financial Management LLC41,072$1.78M0.1%-6.3%0.721%
4/29/2025 Envestnet Asset Management Inc.13,882$602K0.0%+2.2%0.262%
4/22/2025 5T 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%
4/14/2025 Octavia 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%
2/17/2025 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%
2/12/2025Howe & 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%
2/11/2025TAP 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%
1/31/2025Global 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%
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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%
10/9/2024TAP Consulting LLC121,567$5.41M1.1%+6.6%2.965%
10/3/2024 Private Client Services LLC4,672$208K0.1%N/A0.114%
9/10/2024 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%
8/6/2024TAP 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%
4/23/2024TAP 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%
2/12/2024 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%
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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%
(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, 46 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 ($20.52M), Destination Wealth Management ($18.48M), 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 40 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), Octavia Wealth Advisors LLC ($484.70K), FinTrust Capital Advisors LLC ($272.89K), PFG Advisors ($171.29K), Global Retirement Partners LLC ($162.57K), TAP Consulting LLC ($123.81K), and Mariner LLC ($96.51K).

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

Institutional investors have bought a total of 2,212,156 shares in the last 24 months. This purchase volume represents approximately $93.87M in transactions.

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

Of the 20 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), LPL Financial LLC ($38.20K), Jane Street Group LLC ($30.61K), Wealth Enhancement Advisory Services LLC ($24.76K), FinTrust Capital Advisors LLC ($21.66K), PFG Advisors ($16.72K), and Phillips Financial Management LLC ($10.83K).

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

Institutional investors have sold a total of 864,542 shares in the last 24 months. This volume of shares sold represents approximately $37.48M in transactions.


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This page (NYSEARCA:IMTB) was last updated on 5/23/2025 by MarketBeat.com Staff
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