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 98 institutions that hold shares in the stock, with a total of 7.17 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
57,747
shares
|
$2.88 Million
0.11% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
56,552
shares
|
$2.82 Million
0.58% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
47,814
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
44,817
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Oct 28, 2024 Q3 2024 |
39,962
shares
|
$2 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
25,668
shares
|
$1.28 Million
0.39% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
24,455
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
20,887
shares
|
$1.04 Million
0.48% of portfolio
|
Q3 2024
Reduced 67.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
19,170
shares
|
$957,349
0.0% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,099
shares
|
$903,864
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
17,750
shares
|
$886,435
0.02% of portfolio
|
Q3 2024
Reduced 62.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,995
shares
|
$848,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
16,665
shares
|
$832,250
0.02% of portfolio
|
Q3 2024
Reduced 41.71%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
16,570
shares
|
$827,505
0.48% of portfolio
|
Q1 2023
New holding
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
14,961
shares
|
$747,152
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
14,855
shares
|
$741,858
0.25% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
14,477
shares
|
$722,981
0.56% of portfolio
|
Q4 2023
Added 142.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,349
shares
|
$716,589
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
14,062
shares
|
$702,256
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
13,596
shares
|
$678,984
0.02% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,297
shares
|
$664,052
0.0% of portfolio
|
Q3 2024
Added 64.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,662
shares
|
$582,400
0.03% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,535
shares
|
$576,057
0.0% of portfolio
|
Q3 2024
Added 31.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,325
shares
|
$565,570
0.0% of portfolio
|
Q3 2024
Added 20.92%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
10,378
shares
|
$518,277
0.37% of portfolio
|
Q3 2024
Added 34.5%
|