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

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$41.67
-0.18 (-0.43%)
(As of 04/24/2024 ET)
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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)
16
Total
Institutional Inflows
(last 12 months)
$30.29M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$31.10M
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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
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%
2/12/2024Rice 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%
1/25/2024 Phillips 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%
11/9/2023 Phillips 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%
10/31/2023 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%
10/23/2023Commonwealth Equity Services LLC18,192$749K0.0%-14.9%0.423%
10/16/2023 RFG Advisory LLC5,346$220K0.0%+13.5%0.124%
10/13/2023PFG Advisors145,489$5.99M0.5%N/A3.383%
10/13/2023 CGN Advisors LLC713,197$29.37M4.0%+0.7%16.586%
10/12/2023 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%
8/10/2023Meitav 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%
7/18/2023 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%
5/8/2023WealthShield 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%
4/25/2023 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%
3/6/2023OLD Mission Capital LLC27,737$1.19M0.0%N/A0.816%
2/15/2023FinTrust Capital Advisors LLC269,874$11.54M2.8%N/A7.937%
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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%
1/24/2023 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%
1/9/2023 CGN Advisors LLC263,963$11.29M2.0%+4,054.9%7.764%
11/8/2022 Phillips 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%
10/24/2022 Stratos Wealth Partners LTD.6,758$286K0.0%-9.1%0.322%
10/24/2022 Market 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%
7/27/2022 Columbus Macro LLC18,294$819K0.3%-11.4%0.915%
7/22/2022Rice Partnership LLC5,045$226K0.1%+69.8%0.252%
7/22/2022 Phillips Financial Management LLC65,085$2.91M0.3%N/A3.254%
7/21/2022 Market 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%
5/11/2022 RFG 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%
4/26/2022Cardinal Strategic Wealth Guidance1,172$55K0.0%-98.3%0.039%
4/26/2022 Stratos Wealth Partners LTD.7,433$352K0.0%-27.2%0.248%
4/26/2022 Columbus Macro LLC20,647$978K0.3%+1.4%0.688%
4/20/2022JGP Wealth Management LLC5,756$266K0.0%+29.3%0.186%
4/18/2022AE Wealth Management LLC66,015$3.13M0.0%+32.1%2.130%
4/4/2022 Garrett Investment Advisors LLC5,491$260K0.1%N/A0.229%
2/22/2022Tyler Stone Wealth Management996$50K0.0%N/A0.043%
2/15/2022 Cornerstone Wealth Management LLC4,342$219K0.0%-5.3%0.189%
2/10/2022Private Advisor Group LLC4,414$222K0.0%-40.1%0.184%
2/10/2022OLD Mission Capital LLC5,663$285K0.0%-79.4%0.236%
2/9/2022Baird Financial Group Inc.10,490$529K0.0%+6.8%0.437%
2/8/2022 Raymond James Financial Services Advisors Inc.71,616$3.61M0.0%-19.6%2.984%
2/8/2022Lee Financial Group Hawaii Inc.20,454$1.03M0.7%-3.3%0.852%
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2/8/2022Bank of America Corp DE74,208$3.74M0.0%-1.2%3.092%
2/4/2022Envestnet Asset Management Inc.150,905$7.60M0.0%-32.0%6.288%
2/4/2022Destination Wealth Management374,859$18.89M0.7%-1.2%15.619%
2/2/2022Demars Financial Group LLC98,441$4.96M2.6%-7.3%4.102%
1/31/2022 CWM LLC771$39K0.0%N/A0.032%
1/31/2022D.A. Davidson & CO.134,719$6.79M0.1%-33.1%5.613%
1/28/2022Davidson Investment Advisors5,631$284K0.0%-34.8%0.235%
1/26/2022Cardinal Strategic Wealth Guidance69,836$3.52M1.6%+4.9%2.910%
1/25/2022J.W. Cole Advisors Inc.10,700$539K0.0%N/A0.446%
1/21/2022 Columbus Macro LLC20,356$1.03M0.3%-13.3%0.848%
(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 ($23.50M), Destination Wealth Management ($15.99M), PFG Advisors ($6.45M), D.A. Davidson & CO. ($6.28M), TAP Consulting LLC ($4.37M), and Demars Financial Group LLC ($4.25M).Learn more on IMTB's institutional investors.

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

Of the 24 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: CGN Advisors LLC ($713.20K), FinTrust Capital Advisors LLC ($540.37K), PFG Advisors ($148.21K), TAP Consulting LLC ($101.75K), Phillips Financial Management LLC ($84.94K), Mariner LLC ($61.29K), and Destination Wealth Management ($46.08K).

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

Institutional investors have bought a total of 1,869,548 shares in the last 24 months. This purchase volume represents approximately $79.95M in transactions.

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

Of the 22 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), Envestnet Asset Management Inc. ($144.99K), Destination Wealth Management ($75.53K), Cardinal Strategic Wealth Guidance ($68.66K), AE Wealth Management LLC ($56.15K), Phillips Financial Management LLC ($31.85K), and Market Street Wealth Management Advisors LLC ($18.36K).

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

Institutional investors have sold a total of 1,137,918 shares in the last 24 months. This volume of shares sold represents approximately $50.05M in transactions.


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This page (NYSEARCA:IMTB) was last updated on 4/24/2024 by MarketBeat.com Staff

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