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

iShares Core 5-10 Year USD Bond ETF logo
$41.49 +0.04 (+0.10%)
Closing price 04:10 PM Eastern
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$41.48 -0.01 (-0.02%)
As of 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)
28
Total
Institutional Inflows
(last 12 months)
$36.79M
Number of
Institutional Sellers
(last 12 months)
13
Total
Institutional Outflows
(last 12 months)
$6.36M
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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
10/9/2026GK Wealth Management LLC6,390$264K0.1%N/A0.100%
10/8/2026Farther Finance Advisors LLC1,010$42K0.0%N/A0.016%
10/5/2026Eastern Bank950$39K0.0%N/A0.015%
9/23/2026Envestnet Asset Management Inc.17,847$778K0.0%-27.3%0.279%
9/9/2026NewEdge Advisors LLC5,415$236K0.0%N/A0.085%
9/9/2026IFP Advisors Inc50,992$2.22M0.0%N/A0.797%
9/2/2026Citadel Advisors LLC222,147$9.69M0.0%+123.5%3.471%
5/19/2026Bank of America Corp DE225,696$9.89M0.0%+1.9%3.527%
5/18/2026Royal Bank of Canada43,639$1.91M0.0%+37.9%0.682%
5/8/2026Rice Partnership LLC11,458$502K0.1%+4.7%0.179%
4/23/2026Comprehensive Money Management Services LLC4,785$210K0.1%N/A0.075%
2/17/2026Osaic Holdings Inc.32,228$1.43M0.0%-3.6%0.512%
2/17/2026Royal Bank of Canada31,637$1.40M0.0%-10.5%0.502%
2/16/2026MML Investors Services LLC10,675$472K0.0%-2.8%0.169%
2/16/2026Destination Wealth Management499,978$22.10M0.6%+6.0%7.936%
2/13/2026Kestra Advisory Services LLC1,196$53K0.0%N/A0.019%
2/13/2026Summit Financial LLC61,370$2.71M0.0%-1.8%0.974%
2/12/2026Jane Street Group LLC66,662$2.95M0.0%+24.7%1.058%
2/12/2026Commonwealth Equity Services LLC6,230$275K0.0%-49.0%0.099%
2/12/2026Steward Partners Investment Advisory LLC46,840$2.07M0.0%+37.1%0.743%
2/11/2026LPL Financial LLC90,850$4.02M0.0%+23.6%1.442%
2/11/2026JPMorgan Chase & Co.85,515$3.78M0.0%+16.3%1.357%
2/10/2026Rice Partnership LLC10,946$484K0.1%+18.4%0.174%
2/10/2026Godfrey Financial Associates Inc.1,314$58K0.0%N/A0.021%
2/6/2026Global Retirement Partners LLC192,951$8.53M0.2%+34.2%3.063%
2/6/2026Reliant Investment Partners LLC9,986$441K0.3%+11.3%0.159%
1/29/2026UBS Group AG160,061$7.08M0.0%+79.6%2.541%
1/29/2026Concurrent Investment Advisors LLC6,511$288K0.0%-3.5%0.103%
1/27/2026PFG Advisors158,569$7.01M0.3%-1.7%2.517%
1/27/20265T Wealth LLC24,874$1.10M0.4%+2.0%0.395%
1/26/2026Phillips Financial Management LLC41,269$1.82M0.1%+5.9%0.655%
1/23/2026Octavia Wealth Advisors LLC669,077$29.57M2.8%+8.2%10.620%
1/21/2026Ethos Capital Management Inc.184,040$8.14M7.7%N/A2.921%
1/8/2026Wealth Enhancement Advisory Services LLC386,905$17.11M0.0%-9.6%6.141%
1/1/2026JPMorgan Chase & Co.73,512$3.25M0.0%-13.7%1.205%
11/17/2025Susquehanna International Group LLP23,329$1.03M0.0%-50.5%0.382%
11/17/2025Mariner LLC1,172,918$51.85M0.1%+0.3%19.228%
11/17/2025Destination Wealth Management471,820$20.86M0.6%+3.2%7.735%
11/17/2025Bank of America Corp DE311,733$13.78M0.0%+10.1%5.110%
11/14/2025Raymond James Financial Inc.56,373$2.49M0.0%+40.4%0.924%
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11/13/2025UBS Group AG89,131$3.94M0.0%+91.9%1.461%
11/13/2025PFG Advisors161,306$7.13M0.3%+4.5%2.644%
11/10/2025Rice Partnership LLC9,246$409K0.1%+3.4%0.152%
11/7/2025JPMorgan Chase & Co.73,512$3.25M0.0%-13.7%1.205%
11/5/2025Envestnet Asset Management Inc.20,776$918K0.0%+48.6%0.341%
10/29/2025Wealth Enhancement Advisory Services LLC428,199$18.90M0.0%-6.2%7.020%
10/28/2025Octavia Wealth Advisors LLC618,442$27.34M2.7%+6.4%10.138%
10/28/2025First National Corp MA ADV255,724$11.29M2.1%-1.5%4.192%
10/27/2025Concurrent Investment Advisors LLC6,747$298K0.0%-7.6%0.111%
10/24/2025Phillips Financial Management LLC38,975$1.72M0.1%-1.2%0.639%
10/21/2025Global Retirement Partners LLC143,786$6.36M0.1%+10.5%2.357%
10/17/20255T Wealth LLC24,388$1.08M0.5%+65.4%0.400%
9/4/2025Osaic Holdings Inc.29,082$1.27M0.0%+23.1%0.501%
8/15/2025Chapman Financial Group LLC2,257$98K0.1%N/A0.039%
8/15/2025Bank of America Corp DE283,154$12.35M0.0%+3.9%4.882%
8/14/2025Jane Street Group LLC114,349$4.99M0.0%+261.8%1.972%
8/14/2025Raymond James Financial Inc.40,155$1.75M0.0%+80.1%0.692%
8/12/2025Steward Partners Investment Advisory LLC19,948$870K0.0%+31.7%0.344%
8/12/2025Global Retirement Partners LLC130,133$5.68M0.1%N/A2.244%
8/12/2025JPMorgan Chase & Co.85,187$3.72M0.0%+27.8%1.469%
8/7/2025PFG Advisors154,342$6.73M0.2%-0.2%2.661%
8/6/2025Cannon Financial Strategists Inc.26,554$1.16M0.2%-6.9%0.458%
8/5/20255T Wealth LLC14,743$643K0.3%+106.5%0.254%
7/30/2025Phillips Financial Management LLC39,457$1.72M0.1%-3.9%0.680%
7/25/2025Concurrent Investment Advisors LLC7,298$318K0.0%-52.0%0.126%
7/24/2025Rice Partnership LLC8,938$390K0.1%+3.8%0.154%
7/16/2025Octavia Wealth Advisors LLC581,061$25.35M2.9%+19.9%10.018%
7/10/2025Wealth Enhancement Advisory Services LLC456,727$19.77M0.0%-3.4%7.875%
7/8/2025First National Corp MA ADV259,691$11.33M2.3%N/A4.477%
5/21/2025Reliant Investment Partners LLC8,994$390K0.4%-3.9%0.158%
5/19/2025Jane Street Group LLC31,604$1.37M0.0%+59.4%0.554%
5/15/2025Royal Bank of Canada50,156$2.18M0.0%+119.7%0.880%
5/15/2025OLD Mission Capital LLC6,472$281K0.0%N/A0.114%
5/9/2025WealthShield Partners LLC1,110$48K0.0%+100.0%0.019%
5/8/2025Eastern Bank1,008$44K0.0%N/A0.018%
5/7/2025LPL Financial LLC70,143$3.04M0.0%-14.2%1.231%
5/6/2025PFG Advisors154,577$6.71M0.4%+0.9%2.712%
5/5/2025Cannon Financial Strategists Inc.28,531$1.24M0.2%-8.6%0.501%
4/30/2025Phillips Financial Management LLC41,072$1.78M0.1%-6.3%0.721%
4/29/2025Envestnet Asset Management Inc.13,882$602K0.0%+2.2%0.262%
4/22/20255T Wealth LLC7,141$310K0.2%-15.0%0.135%
4/16/2025Wealth Enhancement Advisory Services LLC472,792$20.52M0.0%-4.9%8.921%
4/15/2025Charis Legacy Partners LLC7,100$308K0.6%N/A0.134%
4/14/2025Octavia Wealth Advisors LLC484,701$21.04M2.6%+124.1%9.145%
4/9/2025NBC Securities Inc.900$39K0.0%N/A0.017%
3/17/2025Wealth 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%
2/17/2025Bank of America Corp DE207,336$8.80M0.0%+23.6%5.057%
2/14/2025Jane Street Group LLC19,830$842K0.0%-55.5%0.484%
2/13/2025Mariner LLC1,148,662$48.75M0.1%+3.2%28.016%
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2/13/2025Raymond James Financial Inc.13,594$577K0.0%N/A0.332%
2/13/2025Bank of Montreal Can5,087$216K0.0%-14.3%0.124%
2/13/2025Envestnet Asset Management Inc.13,584$577K0.0%-12.6%0.331%
2/12/2025Howe & Rusling Inc.1,362$58K0.0%N/A0.033%
2/12/2025JPMorgan Chase & Co.60,668$2.58M0.0%+179.4%1.480%
2/12/2025Financial Engines Advisors L.L.C.36,393$1.55M0.0%N/A0.888%
2/11/2025LPL Financial LLC81,793$3.47M0.0%-24.5%1.995%
2/11/2025TAP Consulting LLC123,812$5.26M1.1%+1.8%3.020%
2/10/2025Commonwealth Equity Services LLC9,069$385K0.0%-27.9%0.221%
2/10/2025Phillips Financial Management LLC43,820$1.86M0.1%-4.4%1.069%


IMTB Institutional Ownership - Frequently Asked Questions

During the previous two years, 51 institutional investors and hedge funds held shares of iShares Core 5-10 Year USD Bond ETF. The most heavily invested institutionals were Mariner LLC ($51.85M), Octavia Wealth Advisors LLC ($29.57M), Destination Wealth Management ($22.10M), Wealth Enhancement Advisory Services LLC ($17.11M), First National Corp MA ADV ($11.29M), Bank of America Corp DE ($9.89M), and Citadel Advisors LLC ($9.69M).Learn more on iShares Core 5-10 Year USD Bond ETF's institutional investors.

Of the 45 institutional investors that purchased iShares Core 5-10 Year USD Bond ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Octavia Wealth Advisors LLC ($669.08K), Wealth Enhancement Advisory Services LLC ($485.20K), Global Retirement Partners LLC ($355.52K), First National Corp MA ADV ($259.69K), Ethos Capital Management Inc. ($184.04K), Citadel Advisors LLC ($122.76K), and UBS Group AG ($113.60K).

Institutional investors have bought a total of 835,482 shares in the last 24 months. This purchase volume represents approximately $36.79M in transactions.

Of the 13 institutional investors that sold iShares Core 5-10 Year USD Bond ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wealth Enhancement Advisory Services LLC ($69.82K), Susquehanna International Group LLP ($23.79K), JPMorgan Chase & Co. ($23.35K), Envestnet Asset Management Inc. ($6.71K), Commonwealth Equity Services LLC ($5.98K), First National Corp MA ADV ($3.97K), and Royal Bank of Canada ($3.70K).

Institutional investors have sold a total of 143,935 shares in the last 24 months. This volume of shares sold represents approximately $6.36M in transactions.


Related Companies

Institutional ownership data for NYSEARCA:IMTB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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