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 97 institutions that hold shares in the stock, with a total of 6.37 Million shares, which have been reported (via 13F filing form) to have a value of $309 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,349,184
shares
|
$65.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.03%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
768,129
shares
|
$37.3 Million
0.42% of portfolio
|
Q3 2024
Reduced 17.71%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
658,685
shares
|
$32 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
315,686
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.54%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
313,288
shares
|
$15.2 Million
0.68% of portfolio
|
Q3 2024
Added 33.6%
|
|
|
Cedar Mountain Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
197,464
shares
|
$9.58 Million
2.15% of portfolio
|
Q4 2024
Reduced 7.73%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
178,245
shares
|
$8.65 Million
0.02% of portfolio
|
Q3 2024
Added 422.47%
|
|
|
Peak Financial Management, Inc.
|
Oct 15, 2024 Q3 2024 |
169,113
shares
|
$8.21 Million
2.68% of portfolio
|
Q3 2024
Added 3.5%
|
|
|
Verde Capital Management
|
Jan 17, 2025 Q4 2024 |
161,895
shares
|
$7.86 Million
2.32% of portfolio
|
Q4 2024
Added 6.82%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
154,619
shares
|
$7.51 Million
0.0% of portfolio
|
Q3 2024
Added 57.02%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
146,860
shares
|
$7.13 Million
0.17% of portfolio
|
Q1 2024
Added 4.7%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
135,480
shares
|
$6.58 Million
0.0% of portfolio
|
Q3 2024
Added 4.1%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
126,546
shares
|
$6.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 93.34%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
126,331
shares
|
$6.13 Million
0.0% of portfolio
|
Q3 2024
Added 10.3%
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
124,731
shares
|
$6.05 Million
1.82% of portfolio
|
Q4 2024
Reduced 21.61%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
106,510
shares
|
$5.17 Million
0.21% of portfolio
|
Q4 2023
New holding
|
|
|
Independent Wealth Network Inc.
|
Jan 17, 2025 Q4 2024 |
95,086
shares
|
$4.62 Million
1.97% of portfolio
|
Q4 2024
Added 40.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
91,310
shares
|
$4.43 Million
0.05% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
83,763
shares
|
$4.07 Million
0.01% of portfolio
|
Q3 2024
Added 38.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
82,417
shares
|
$4 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
65,158
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Added 20.84%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,619
shares
|
$3.09 Million
0.0% of portfolio
|
Q3 2024
Added 74.25%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
62,673
shares
|
$3.04 Million
0.29% of portfolio
|
Q3 2024
Added 5.13%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
61,085
shares
|
$2.97 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
57,747
shares
|
$2.8 Million
0.11% of portfolio
|
Q3 2024
Added 1.31%
|