Institutional Ownership Ishares Core 10+ Year Usd Bond (ILTB)
This table provides information about the institutional ownership of Ishares Core 10+ Year Usd Bond (ILTB). We have compiled data on the 101 institutions that hold shares in the stock, with a total of 6.58 Million shares, which have been reported (via 13F filing form) to have a value of $323 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,724,855
shares
|
$84.6 Million
0.01% of portfolio
|
Q4 2024
Added 27.84%
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
885,337
shares
|
$43.4 Million
0.41% of portfolio
|
Q4 2024
Added 15.26%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
409,674
shares
|
$20.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 37.8%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
324,043
shares
|
$15.9 Million
0.63% of portfolio
|
Q4 2024
Added 3.43%
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
274,964
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 12.9%
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
197,464
shares
|
$9.68 Million
2.15% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
171,360
shares
|
$8.4 Million
2.52% of portfolio
|
Q4 2024
Added 1.33%
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
161,895
shares
|
$7.94 Million
2.32% of portfolio
|
Q4 2024
Added 6.82%
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
161,892
shares
|
$7.94 Million
0.0% of portfolio
|
Q4 2024
Added 28.15%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
146,860
shares
|
$7.2 Million
0.17% of portfolio
|
Q1 2024
Added 4.7%
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
126,986
shares
|
$6.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 6.27%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
126,546
shares
|
$6.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 93.34%
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
124,731
shares
|
$6.11 Million
1.82% of portfolio
|
Q4 2024
Reduced 21.61%
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
123,234
shares
|
$6.04 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
106,510
shares
|
$5.22 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
95,591
shares
|
$4.69 Million
0.0% of portfolio
|
Q4 2024
Added 15.98%
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
95,086
shares
|
$4.66 Million
1.97% of portfolio
|
Q4 2024
Added 40.99%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
95,006
shares
|
$4.66 Million
0.01% of portfolio
|
Q4 2024
Added 13.42%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
90,899
shares
|
$4.46 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
74,208
shares
|
$3.64 Million
0.3% of portfolio
|
Q4 2024
Added 18.41%
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
73,335
shares
|
$3.59 Million
0.0% of portfolio
|
Q4 2024
Added 53.38%
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
71,365
shares
|
$3.5 Million
0.71% of portfolio
|
Q4 2024
Added 26.19%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
69,285
shares
|
$3.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,619
shares
|
$3.12 Million
0.0% of portfolio
|
Q3 2024
Added 74.25%
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
61,085
shares
|
$2.99 Million
0.01% of portfolio
|
Q2 2024
New holding
|