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 90 institutions that hold shares in the stock, with a total of 7.3 Million shares, which have been reported (via 13F filing form) to have a value of $389 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,377,088
shares
|
$73.3 Million
0.01% of portfolio
|
Q2 2024
Added 17.21%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
933,441
shares
|
$49.7 Million
0.51% of portfolio
|
Q2 2024
Added 16.77%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
780,725
shares
|
$41.6 Million
0.01% of portfolio
|
Q2 2024
Added 38.08%
|
|
New York State Common Retirement Fund
|
Jul 31, 2024 Q2 2024 |
567,480
shares
|
$30.2 Million
0.04% of portfolio
|
Q2 2024
Added 13.79%
|
|
Schroder Investment Management Group
London, X0 |
Aug 12, 2024 Q2 2024 |
567,480
shares
|
$30.2 Million
0.03% of portfolio
|
Q2 2024
Added 13.79%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
330,711
shares
|
$17.6 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.61%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
234,489
shares
|
$12.5 Million
0.51% of portfolio
|
Q3 2023
Added 2.25%
|
|
Peak Financial Management, Inc.
|
Jul 22, 2024 Q2 2024 |
163,393
shares
|
$8.7 Million
2.63% of portfolio
|
Q2 2024
Added 0.53%
|
|
ETF Portfolio Partners, Inc.
|
Jul 15, 2024 Q2 2024 |
151,837
shares
|
$8.08 Million
2.36% of portfolio
|
Q2 2024
New holding
|
|
Verde Capital Management
|
Jul 18, 2024 Q2 2024 |
148,904
shares
|
$7.92 Million
2.4% of portfolio
|
Q2 2024
Added 6.83%
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
146,860
shares
|
$7.82 Million
0.17% of portfolio
|
Q1 2024
Added 4.7%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
130,138
shares
|
$6.93 Million
0.0% of portfolio
|
Q1 2024
Reduced 16.49%
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
126,546
shares
|
$6.73 Million
0.0% of portfolio
|
Q2 2024
Reduced 93.34%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
114,539
shares
|
$6.1 Million
0.0% of portfolio
|
Q2 2024
Added 18.6%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
106,510
shares
|
$5.67 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
98,474
shares
|
$5.24 Million
0.0% of portfolio
|
Q2 2024
Reduced 89.78%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
92,224
shares
|
$4.91 Million
0.05% of portfolio
|
Q2 2024
Added 5.18%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
89,685
shares
|
$4.77 Million
0.0% of portfolio
|
Q2 2024
Reduced 3.89%
|
|
Independent Wealth Network Inc.
|
Jul 18, 2024 Q2 2024 |
66,829
shares
|
$3.56 Million
1.6% of portfolio
|
Q2 2024
Added 1.87%
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Jul 25, 2024 Q2 2024 |
64,202
shares
|
$3.42 Million
1.44% of portfolio
|
Q2 2024
Added 8.25%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
61,085
shares
|
$3.25 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
60,420
shares
|
$3.22 Million
0.01% of portfolio
|
Q2 2024
Added 4.88%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
59,615
shares
|
$3.17 Million
0.27% of portfolio
|
Q2 2024
Added 20.37%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
56,999
shares
|
$3.03 Million
0.14% of portfolio
|
Q2 2024
Added 4.26%
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2024 Q2 2024 |
54,935
shares
|
$2.92 Million
0.0% of portfolio
|
Q2 2024
Reduced 42.1%
|