ISHARES CORE 5-10 YEAR USD IMTB
$43.42
+0.2% 52w: $41.25 – $44.15
Latest 13F among current holders filed 1 month ago (May 18, 2026)
Price — last 12 months
research preview data41.2542.7044.15
Jun 20, 2025 Jul 2, 2026
Institutional holders
61
+5 QoQ
13F value
$202.4M
+0.3% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns IMTB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| Mariner, LLC | Diversified mechanical | 1.3M | $57.2M | 0.1% | +11.3% |
| Destination Wealth Management | Wealth advisor | 516.3K | $22.6M | 0.6% | +3.3% |
| Octavia Wealth Advisors, LLC | Wealth advisor | 465.2K | $20.4M | 1.9% | -30.5% |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | Wealth advisor | 276.5K | $12.1M | 0.0% | -28.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 232.7K | $10.2M | 0.0% | +116.0% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 225.7K | $9.9M | 0.0% | +1.9% |
| Ethos Capital Management, Inc. | Other | 220.2K | $9.7M | 8.3% | +19.7% |
| LPL Financial LLC | Bank broker | 173.1K | $7.6M | 0.0% | +90.6% |
| PFG Advisors | Wealth advisor | 161.1K | $7.1M | 0.3% | +1.6% |
| UBS Group AG | Bank broker | 159.5K | $7.0M | 0.0% | -0.3% |
| MORGAN STANLEY | Bank broker | 118.1K | $5.2M | 0.0% | +2.6% |
| CITADEL ADVISORS LLC | Multistrat pod | 99.4K | $4.4M | 0.0% | +130.9% |
| JPMORGAN CHASE & CO | Bank broker | 91.3K | $4.0M | 0.0% | +6.8% |
| Summit Financial, LLC | Wealth advisor | 72.6K | $3.2M | 0.0% | +18.3% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 48.0K | $2.1M | 0.0% | +2.5% |
| JANE STREET GROUP, LLC | Market maker | 47.9K | $2.1M | 0.0% | -28.2% |
| GOLDMAN SACHS GROUP INC | Bank broker | 46.7K | $2.0M | 0.0% | New |
| ROYAL BANK OF CANADA | Bank broker | 43.6K | $1.9M | 0.0% | +37.9% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 35.2K | $1.5M | 0.0% | +9.2% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 30.2K | $1.3M | 0.0% | +28.8% |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | Wealth advisor | 29.8K | $1.3M | 0.1% | -27.8% |
| Cannon Financial Strategists, Inc. | Wealth advisor | 27.1K | $1.2M | 0.2% | +2.7% |
| 5T Wealth, LLC | Wealth advisor | 24.8K | $1.1M | 0.4% | -0.4% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 24.6K | $1.1M | 0.0% | +12.8% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 18.0K | $791K | 0.0% | +134.6% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 14.0K | $612K | 0.0% | New |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | Wealth advisor | 12.0K | $524K | 0.0% | — |
| Rice Partnership, LLC | Other | 11.5K | $502K | 0.1% | +4.7% |
| Focus Partners Wealth | Wealth advisor | 11.4K | $500K | 0.0% | Held |
| Reliant Investment Partners, LLC ★2 | Fundamental diversified | 11.2K | $490K | 0.4% | +12.1% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 7.8K | $340K | 0.0% | -27.3% |
| Charis Legacy Partners, LLC | Wealth advisor | 7.1K | $311K | 0.5% | Held |
| Betterment LLC | Wealth advisor | 6.7K | $292K | 0.0% | New |
| Concurrent Investment Advisors, LLC | Wealth advisor | 6.2K | $273K | 0.0% | -4.3% |
| PRINCIPAL SECURITIES, INC. | Wealth advisor | 6.1K | $268K | 0.0% | -3.2% |
| JGP Wealth Management, LLC | Other | 5.8K | $252K | 0.0% | Held |
| BANK OF MONTREAL /CAN/ | Bank broker | 5.1K | $223K | 0.0% | Held |
| Comprehensive Money Management Services LLC | Wealth advisor | 4.8K | $210K | 0.1% | New |
| Advisory Services Network, LLC | Diversified mechanical | 3.8K | $166K | 0.0% | New |
| CHAPMAN FINANCIAL GROUP, LLC | Other | 2.3K | $99K | 0.1% | Held |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 1.7K | $77K | 0.0% | -6.6% |
| Godfrey Financial Associates, Inc. | Wealth advisor | 1.3K | $58K | 0.0% | +0.3% |
| EASTERN BANK | Other | 1.0K | $44K | 0.0% | Held |
| Kopp Family Office, LLC | Wealth advisor | 911 | $40K | 0.0% | Held |
| NBC SECURITIES, INC. | Diversified mechanical | 900 | $39K | 0.0% | Held |
| Geneos Wealth Management Inc. | Wealth advisor | 860 | $38K | 0.0% | Held |
| SIGNATUREFD, LLC | Wealth advisor | 766 | $34K | 0.0% | +0.7% |
| NFSG Corp | Diversified mechanical | 744 | $33K | 0.0% | Held |
| Archer Investment Corp | Wealth advisor | 673 | $29K | 0.0% | Held |
| WealthShield Partners, LLC | Wealth advisor | 555 | $24K | 0.0% | Held |
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