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 109 institutions that hold shares in the stock, with a total of 7.25 Million shares, which have been reported (via 13F filing form) to have a value of $351 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,078,647
shares
|
$100 Million
0.01% of portfolio
|
Q1 2025
Added 20.51%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
931,837
shares
|
$45 Million
0.45% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
698,010
shares
|
$33.7 Million
0.01% of portfolio
|
Q1 2025
Added 70.38%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Apr 15, 2025 Q1 2025 |
333,699
shares
|
$16.1 Million
0.68% of portfolio
|
Q1 2025
Added 2.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
234,891
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Cedar Mountain Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
224,006
shares
|
$10.8 Million
2.56% of portfolio
|
Q1 2025
Added 13.44%
|
|
|
Peak Financial Management, Inc.
|
May 12, 2025 Q1 2025 |
174,045
shares
|
$8.41 Million
2.63% of portfolio
|
Q1 2025
Added 1.57%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
166,687
shares
|
$8.06 Million
2.46% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
146,860
shares
|
$7.1 Million
0.17% of portfolio
|
Q1 2024
Added 4.7%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
126,546
shares
|
$6.12 Million
0.0% of portfolio
|
Q2 2024
Reduced 93.34%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
122,112
shares
|
$5.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.84%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
115,522
shares
|
$5.58 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.64%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
106,510
shares
|
$5.15 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Independent Wealth Network Inc.
|
May 02, 2025 Q1 2025 |
103,257
shares
|
$4.99 Million
2.18% of portfolio
|
Q1 2025
Added 8.59%
|
|
|
ETF Portfolio Partners, Inc.
|
Apr 09, 2025 Q1 2025 |
98,513
shares
|
$4.76 Million
1.48% of portfolio
|
Q1 2025
Reduced 21.02%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
92,691
shares
|
$4.48 Million
0.0% of portfolio
|
Q1 2025
Added 33.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
91,750
shares
|
$4.44 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.43%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
84,679
shares
|
$4.09 Million
0.05% of portfolio
|
Q1 2025
Reduced 6.84%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
78,631
shares
|
$3.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 36.19%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
77,171
shares
|
$3.73 Million
0.32% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Planwiser Financial, LLC
Colorado Springs, CO |
May 08, 2025 Q1 2025 |
75,820
shares
|
$3.67 Million
3.33% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
74,503
shares
|
$3.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.59%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
73,214
shares
|
$3.54 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.41%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
66,161
shares
|
$3.2 Million
0.11% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
64,177
shares
|
$3.1 Million
0.65% of portfolio
|
Q1 2025
Reduced 10.07%
|