Ishares Core 10+ Year USD BO (ILTB)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options 13D/13G Peers Targeting Trading Summary Profile

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Hudock, Inc.

NEW

Shares483,152

Change+483,152

Value$21.7M

Filed 2026-10-14

Retiremitten Financial LLC

INCREASED

Shares330,295 from 280,658

Change+49,637 (+18%)

Value$15.3M (+$1.5M)

Filed 2026-11-05

Cedar Mountain Advisors, LLC

INCREASED

Shares257,651 from 245,120

Change+12,531 (+5%)

Value$11.6M (-$516.7K)

Filed 2026-10-15

Verde Capital Management

DECREASED

Shares129,298 from 154,947

Change-25,649 (-17%)

Value$5.8M (-$1.8M)

Filed 2026-10-28

Schmidt P J Investment Management Inc

INCREASED

Shares72,383 from 68,757

Change+3,626 (+5%)

Value$3.2M (-$140.0K)

Filed 2026-11-02

Creative Financial Designs Inc

DECREASED

Shares68,838 from 77,588

Change-8,750 (-11%)

Value$3.1M (-$733.9K)

Filed 2026-11-04

Keybank National Association

UNCHANGED

Shares68,357 from 68,357

Change0 (0%)

Value$3.1M (-$300.8K)

Filed 2026-11-04

ETF Portfolio Partners, Inc.

DECREASED

Shares54,614 from 110,478

Change-55,864 (-51%)

Value$2.4M (-$3.0M)

Filed 2026-10-22

Sound Income Strategies, LLC

INCREASED

Shares50,304 from 46,637

Change+3,667 (+8%)

Value$2.3M (-$39.2K)

Filed 2026-10-09

Independent Wealth Network Inc.

DECREASED

Shares45,385 from 47,187

Change-1,802 (-4%)

Value$2.0M (-$288.5K)

Filed 2026-10-19

Veratis Advisors, Inc.

INCREASED

Shares31,782 from 22,756

Change+9,026 (+40%)

Value$1.4M (+$304.7K)

Filed 2026-11-03

Cresta Advisors, Ltd.

UNCHANGED

Shares22,570 from 22,570

Change0 (0%)

Value$1.0M (-$99.3K)

Filed 2026-10-14

Prospera Financial Services Inc

DECREASED

Shares18,149 from 33,228

Change-15,079 (-45%)

Value$845.5K (-$792.2K)

Filed 2026-11-04

J.W. Cole Advisors, Inc.

INCREASED

Shares16,564 from 15,356

Change+1,208 (+8%)

Value$742.9K (-$13.4K)

Filed 2026-11-05

RFG Advisory, LLC

NEW

Shares14,440

Change+14,440

Value$647.6K

Filed 2026-11-03

VestGen Advisors, LLC

DECREASED

Shares14,041 from 15,442

Change-1,401 (-9%)

Value$629.7K (-$130.8K)

Filed 2026-10-27

Latitude Advisors, LLC

UNCHANGED

Shares10,150 from 10,150

Change0 (0%)

Value$455.2K (-$44.7K)

Filed 2026-10-27

Commonwealth Equity Services, LLC

INCREASED

Shares9,342 from 9,171

Change+171 (+2%)

Value$419.0K (-$32.7K)

Filed 2026-11-02

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares8,686 from 9,041

Change-355 (-4%)

Value$390 (-$444.6K)

Filed 2026-11-02

TD Private Client Wealth LLC

INCREASED

Shares6,782 from 6,414

Change+368 (+6%)

Value$304.2K (-$11.7K)

Filed 2026-10-28

Amtrust Financial Services, Inc.

NEW

Shares5,943

Change+5,943

Value$266.5K

Filed 2026-10-19

Tsfg, LLC

INCREASED

Shares5,796 from 5,791

Change+5 (+0%)

Value$260 (-$284.7K)

Filed 2026-10-23

Clark Asset Management, LLC

NEW

Shares4,973

Change+4,973

Value$223.1K

Filed 2026-10-19

International Assets Investment Management, LLC

INCREASED

Shares4,605 from 4,601

Change+4 (+0%)

Value$206.0K (-$18.8K)

Filed 2026-11-02

Fifth Third Bancorp

UNCHANGED

Shares3,293 from 3,293

Change0 (0%)

Value$147.7K (-$14.5K)

Filed 2026-11-05

Citigroup Inc

DECREASED

Shares2,783 from 3,166

Change-383 (-12%)

Value$124.8K (-$31.1K)

Filed 2026-11-04

Transce3nd, LLC

NEW

Shares2,709

Change+2,709

Value$124.2K

Filed 2026-10-26

Financial Consulate, Inc

INCREASED

Shares1,690 from 1,669

Change+21 (+1%)

Value$75.8K (-$6.4K)

Filed 2026-10-23

Decker Retirement Planning Inc.

INCREASED

Shares1,443 from 1,133

Change+310 (+27%)

Value$64.7K (+$8.9K)

Filed 2026-10-19

Quest 10 Wealth Builders, Inc.

INCREASED

Shares1,072 from 530

Change+542 (+102%)

Value$48.1K (+$22.0K)

Filed 2026-11-02

IFP Advisors, Inc

INCREASED

Shares1,070 from 1,043

Change+27 (+3%)

Value$48.0K (-$3.4K)

Filed 2026-10-16

Guardian Partners Inc.

UNCHANGED

Shares280 from 280

Change0 (0%)

Value$12.6K (-$1.2K)

Filed 2026-10-21

Elevated Capital Advisors, LLC

DECREASED

Shares252 from 6,537

Change-6,285 (-96%)

Value$11.3K (-$310.7K)

Filed 2026-11-04

Rossby Financial, LCC

UNCHANGED

Shares208 from 208

Change0 (0%)

Value$9.3K (-$915)

Filed 2026-11-05

Tounjian Advisory Partners, LLC

UNCHANGED

Shares76 from 76

Change0 (0%)

Value$3.4K (-$334)

Filed 2026-11-04

Kingdom Financial Group Llc.

INCREASED

Shares56 from 0

Change+56

Value$2.5K (+$2.5K)

Filed 2026-11-04

Spurstone Advisory Services, LLC

UNCHANGED

Shares14 from 14

Change0 (0%)

Value$626 (-$58)

Filed 2026-11-02

Cape Investment Advisory, Inc.

UNCHANGED

Shares6 from 6

Change0 (0%)

Value$288 (-$29)

Filed 2026-10-13

Blueline Advisors LLC

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$26 (-$2)

Filed 2026-10-15

Level Financial Advisors

CLOSED

Shares0 from 15,014

Change-15,014 (-100%)

Value$0 (-$739.5K)

Filed 2026-10-13

Zenith Solutions, Inc.

CLOSED

Shares0 from 12,939

Change-12,939 (-100%)

Value$0 (-$637.2K)

Filed 2026-10-19

Wealth Enhancement Advisory Services, LLC

CLOSED

Shares0 from 8,473

Change-8,473 (-100%)

Value$0 (-$409.1K)

Filed 2026-10-13

CoreCap Advisors, LLC

DECREASED

Shares0 from 1

Change-1 (-100%)

Value$37 (-$3)

Filed 2026-10-08

Bank of America Corp

N/A

Shares— from 2,464,429

Change-2,464,429 (-100%)

Value—

AE Wealth Management LLC

N/A

Shares— from 1,443,080

Change-1,443,080 (-100%)

Value—

Arkadios Wealth Advisors

N/A

Shares— from 247,673

Change-247,673 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 242,710

Change-242,710 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 230,132

Change-230,132 (-100%)

Value—

BlackRock, Inc.

N/A

Shares— from 217,279

Change-217,279 (-100%)

Value—

UBS Group AG

N/A

Shares— from 171,293

Change-171,293 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 151,963

Change-151,963 (-100%)

Value—

HighPoint Advisor Group LLC

N/A

Shares— from 149,612

Change-149,612 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 126,550

Change-126,550 (-100%)

Value—

LPL Financial LLC

N/A

Shares— from 123,830

Change-123,830 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 88,620

Change-88,620 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 85,430

Change-85,430 (-100%)

Value—

CreativeOne Wealth, LLC

N/A

Shares— from 75,082

Change-75,082 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 66,413

Change-66,413 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 50,619

Change-50,619 (-100%)

Value—

Wealthfront Advisers LLC

N/A

Shares— from 44,692

Change-44,692 (-100%)

Value—

Equitable Holdings, Inc.

N/A

Shares— from 43,691

Change-43,691 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 39,869

Change-39,869 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 37,031

Change-37,031 (-100%)

Value—

Betterment LLC

N/A

Shares— from 33,388

Change-33,388 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 31,747

Change-31,747 (-100%)

Value—

Goldstone Financial Group, LLC

N/A

Shares— from 29,671

Change-29,671 (-100%)

Value—

Peapack Gladstone Financial Corp

N/A

Shares— from 23,577

Change-23,577 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 23,084

Change-23,084 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 21,505

Change-21,505 (-100%)

Value—

Summit Wealth Partners, LLC

N/A

Shares— from 15,810

Change-15,810 (-100%)

Value—

Safeguard Investment Advisory Group, LLC

N/A

Shares— from 14,303

Change-14,303 (-100%)

Value—

GWN Securities Inc.

N/A

Shares— from 9,513

Change-9,513 (-100%)

Value—

Private Advisor Group, LLC

N/A

Shares— from 9,204

Change-9,204 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 8,317

Change-8,317 (-100%)

Value—

Sanctuary Advisors, LLC

N/A

Shares— from 7,007

Change-7,007 (-100%)

Value—

Planwiser Financial, LLC

N/A

Shares— from 4,839

Change-4,839 (-100%)

Value—

Advisory Services Network, LLC

N/A

Shares— from 4,701

Change-4,701 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 4,295

Change-4,295 (-100%)

Value—

PlanVest Financial, Inc

N/A

Shares— from 2,362

Change-2,362 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 1,220

Change-1,220 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 766

Change-766 (-100%)

Value—

SHP Wealth Management

N/A

Shares— from 745

Change-745 (-100%)

Value—

Continuum Advisory, LLC

N/A

Shares— from 272

Change-272 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 250

Change-250 (-100%)

Value—

Crews Bank & Trust

N/A

Shares— from 193

Change-193 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 174

Change-174 (-100%)

Value—

Oakmont Advisory Group, LLC

N/A

Shares— from 78

Change-78 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 46

Change-46 (-100%)

Value—

Berthel, Fisher & Company Financial Services, Inc.

N/A

Shares— from 42

Change-42 (-100%)

Value—

BFC Planning, Inc.

N/A

Shares— from 42

Change-42 (-100%)

Value—

Vanguard Advisers Inc

N/A

Shares— from 33

Change-33 (-100%)

Value—

Allworth Financial LP

N/A

Shares— from 16

Change-16 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 12

Change-12 (-100%)

Value—

FMR LLC

N/A

Shares— from 3

Change-3 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 1

Change-1 (-100%)

Value—

Quent Capital, LLC

N/A

Shares— from 1

Change-1 (-100%)

Value—

Hantz Financial Services, Inc.

N/A

Shares— from 0

Change0

Value—

Luminist Capital LLC

N/A

Shares— from 0

Change0

Value—

	Status
Hudock, Inc.	NEW	483,152	—	+483,152	—	—	$21.7M	—	2026-10-14
Retiremitten Financial LLC	INCREASED	330,295	280,658	+49,637	+18%	$13.8M	$15.3M	+$1.5M	2026-11-05
Cedar Mountain Advisors, LLC	INCREASED	257,651	245,120	+12,531	+5%	$12.1M	$11.6M	-$516.7K	2026-10-15
Verde Capital Management	DECREASED	129,298	154,947	-25,649	-17%	$7.6M	$5.8M	-$1.8M	2026-10-28
Schmidt P J Investment Management Inc	INCREASED	72,383	68,757	+3,626	+5%	$3.4M	$3.2M	-$140.0K	2026-11-02
Creative Financial Designs Inc	DECREASED	68,838	77,588	-8,750	-11%	$3.8M	$3.1M	-$733.9K	2026-11-04
Keybank National Association	UNCHANGED	68,357	68,357	0	0%	$3.4M	$3.1M	-$300.8K	2026-11-04
ETF Portfolio Partners, Inc.	DECREASED	54,614	110,478	-55,864	-51%	$5.4M	$2.4M	-$3.0M	2026-10-22
Sound Income Strategies, LLC	INCREASED	50,304	46,637	+3,667	+8%	$2.3M	$2.3M	-$39.2K	2026-10-09
Independent Wealth Network Inc.	DECREASED	45,385	47,187	-1,802	-4%	$2.3M	$2.0M	-$288.5K	2026-10-19
Veratis Advisors, Inc.	INCREASED	31,782	22,756	+9,026	+40%	$1.1M	$1.4M	+$304.7K	2026-11-03
Cresta Advisors, Ltd.	UNCHANGED	22,570	22,570	0	0%	$1.1M	$1.0M	-$99.3K	2026-10-14
Prospera Financial Services Inc	DECREASED	18,149	33,228	-15,079	-45%	$1.6M	$845.5K	-$792.2K	2026-11-04
J.W. Cole Advisors, Inc.	INCREASED	16,564	15,356	+1,208	+8%	$756.3K	$742.9K	-$13.4K	2026-11-05
RFG Advisory, LLC	NEW	14,440	—	+14,440	—	—	$647.6K	—	2026-11-03
VestGen Advisors, LLC	DECREASED	14,041	15,442	-1,401	-9%	$760.5K	$629.7K	-$130.8K	2026-10-27
Latitude Advisors, LLC	UNCHANGED	10,150	10,150	0	0%	$499.9K	$455.2K	-$44.7K	2026-10-27
Commonwealth Equity Services, LLC	INCREASED	9,342	9,171	+171	+2%	$451.7K	$419.0K	-$32.7K	2026-11-02
Cambridge Investment Research Advisors, Inc.	DECREASED	8,686	9,041	-355	-4%	$445.0K	$390	-$444.6K	2026-11-02
TD Private Client Wealth LLC	INCREASED	6,782	6,414	+368	+6%	$315.9K	$304.2K	-$11.7K	2026-10-28
Amtrust Financial Services, Inc.	NEW	5,943	—	+5,943	—	—	$266.5K	—	2026-10-19
Tsfg, LLC	INCREASED	5,796	5,791	+5	+0%	$285.0K	$260	-$284.7K	2026-10-23
Clark Asset Management, LLC	NEW	4,973	—	+4,973	—	—	$223.1K	—	2026-10-19
International Assets Investment Management, LLC	INCREASED	4,605	4,601	+4	+0%	$224.7K	$206.0K	-$18.8K	2026-11-02
Fifth Third Bancorp	UNCHANGED	3,293	3,293	0	0%	$162.2K	$147.7K	-$14.5K	2026-11-05
Citigroup Inc	DECREASED	2,783	3,166	-383	-12%	$155.9K	$124.8K	-$31.1K	2026-11-04
Transce3nd, LLC	NEW	2,709	—	+2,709	—	—	$124.2K	—	2026-10-26
Financial Consulate, Inc	INCREASED	1,690	1,669	+21	+1%	$82.2K	$75.8K	-$6.4K	2026-10-23
Decker Retirement Planning Inc.	INCREASED	1,443	1,133	+310	+27%	$55.8K	$64.7K	+$8.9K	2026-10-19
Quest 10 Wealth Builders, Inc.	INCREASED	1,072	530	+542	+102%	$26.1K	$48.1K	+$22.0K	2026-11-02
IFP Advisors, Inc	INCREASED	1,070	1,043	+27	+3%	$51.4K	$48.0K	-$3.4K	2026-10-16
Guardian Partners Inc.	UNCHANGED	280	280	0	0%	$13.8K	$12.6K	-$1.2K	2026-10-21
Elevated Capital Advisors, LLC	DECREASED	252	6,537	-6,285	-96%	$322.0K	$11.3K	-$310.7K	2026-11-04
Rossby Financial, LCC	UNCHANGED	208	208	0	0%	$10.2K	$9.3K	-$915	2026-11-05
Tounjian Advisory Partners, LLC	UNCHANGED	76	76	0	0%	$3.7K	$3.4K	-$334	2026-11-04
Kingdom Financial Group Llc.	INCREASED	56	0	+56	—	$9	$2.5K	+$2.5K	2026-11-04
Spurstone Advisory Services, LLC	UNCHANGED	14	14	0	0%	$684	$626	-$58	2026-11-02
Cape Investment Advisory, Inc.	UNCHANGED	6	6	0	0%	$317	$288	-$29	2026-10-13
Blueline Advisors LLC	UNCHANGED	1	1	0	0%	$28	$26	-$2	2026-10-15
Level Financial Advisors	CLOSED	0	15,014	-15,014	-100%	$739.5K	$0	-$739.5K	2026-10-13
Zenith Solutions, Inc.	CLOSED	0	12,939	-12,939	-100%	$637.2K	$0	-$637.2K	2026-10-19
Wealth Enhancement Advisory Services, LLC	CLOSED	0	8,473	-8,473	-100%	$409.1K	$0	-$409.1K	2026-10-13
CoreCap Advisors, LLC	DECREASED	0	1	-1	-100%	$40	$37	-$3	2026-10-08
Bank of America Corp	N/A	—	2,464,429	-2,464,429	-100%	$121.4M	—	—	—
AE Wealth Management LLC	N/A	—	1,443,080	-1,443,080	-100%	$71.1M	—	—	—
Arkadios Wealth Advisors	N/A	—	247,673	-247,673	-100%	$12.2M	—	—	—
Goldman Sachs Group Inc	N/A	—	242,710	-242,710	-100%	$12.0M	—	—	—
Ameriprise Financial Inc	N/A	—	230,132	-230,132	-100%	$11.3M	—	—	—
BlackRock, Inc.	N/A	—	217,279	-217,279	-100%	$10.7M	—	—	—
UBS Group AG	N/A	—	171,293	-171,293	-100%	$8.4M	—	—	—
Wells Fargo & Company	N/A	—	151,963	-151,963	-100%	$7.5M	—	—	—
HighPoint Advisor Group LLC	N/A	—	149,612	-149,612	-100%	$7.4M	—	—	—
Morgan Stanley	N/A	—	126,550	-126,550	-100%	$6.2M	—	—	—
LPL Financial LLC	N/A	—	123,830	-123,830	-100%	$6.1M	—	—	—
Cetera Investment Advisers	N/A	—	88,620	-88,620	-100%	$4.4M	—	—	—
Envestnet Asset Management Inc	N/A	—	85,430	-85,430	-100%	$4.2M	—	—	—
CreativeOne Wealth, LLC	N/A	—	75,082	-75,082	-100%	$3.7M	—	—	—
Jones Financial Companies Lllp	N/A	—	66,413	-66,413	-100%	$3.3M	—	—	—
Raymond James Financial Inc	N/A	—	50,619	-50,619	-100%	$2.5M	—	—	—
Wealthfront Advisers LLC	N/A	—	44,692	-44,692	-100%	$2.2M	—	—	—
Equitable Holdings, Inc.	N/A	—	43,691	-43,691	-100%	$2.2M	—	—	—
Susquehanna International Group, LLP	N/A	—	39,869	-39,869	-100%	$2.0M	—	—	—
Jane Street Group, LLC	N/A	—	37,031	-37,031	-100%	$1.8M	—	—	—
Betterment LLC	N/A	—	33,388	-33,388	-100%	$1.6M	—	—	—
Royal Bank of Canada	N/A	—	31,747	-31,747	-100%	$1.6M	—	—	—
Goldstone Financial Group, LLC	N/A	—	29,671	-29,671	-100%	$1.5M	—	—	—
Peapack Gladstone Financial Corp	N/A	—	23,577	-23,577	-100%	$1.2M	—	—	—
JPMorgan Chase & Co	N/A	—	23,084	-23,084	-100%	$1.1M	—	—	—
MML Investors Services, LLC	N/A	—	21,505	-21,505	-100%	$1.1M	—	—	—
Summit Wealth Partners, LLC	N/A	—	15,810	-15,810	-100%	$778.7K	—	—	—
Safeguard Investment Advisory Group, LLC	N/A	—	14,303	-14,303	-100%	$704.5K	—	—	—
GWN Securities Inc.	N/A	—	9,513	-9,513	-100%	$468.5K	—	—	—
Private Advisor Group, LLC	N/A	—	9,204	-9,204	-100%	$453.3K	—	—	—
Osaic Holdings, Inc.	N/A	—	8,317	-8,317	-100%	$409.6K	—	—	—
Sanctuary Advisors, LLC	N/A	—	7,007	-7,007	-100%	$345.1K	—	—	—
Planwiser Financial, LLC	N/A	—	4,839	-4,839	-100%	$238.3K	—	—	—
Advisory Services Network, LLC	N/A	—	4,701	-4,701	-100%	$231.5K	—	—	—
Global Retirement Partners, LLC	N/A	—	4,295	-4,295	-100%	$211.5K	—	—	—
PlanVest Financial, Inc	N/A	—	2,362	-2,362	-100%	$116.3K	—	—	—
National Bank of Canada	N/A	—	1,220	-1,220	-100%	$60.0K	—	—	—
Geneos Wealth Management Inc.	N/A	—	766	-766	-100%	$37.7K	—	—	—
SHP Wealth Management	N/A	—	745	-745	-100%	$36.7K	—	—	—
Continuum Advisory, LLC	N/A	—	272	-272	-100%	$13.4K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	250	-250	-100%	$12.3K	—	—	—
Crews Bank & Trust	N/A	—	193	-193	-100%	$9.5K	—	—	—
Arax Advisory Partners	N/A	—	174	-174	-100%	$8.6K	—	—	—
Oakmont Advisory Group, LLC	N/A	—	78	-78	-100%	$3.9K	—	—	—
Qube Research & Technologies Ltd	N/A	—	46	-46	-100%	$2.3K	—	—	—
Berthel, Fisher & Company Financial Services, Inc.	N/A	—	42	-42	-100%	$2.1K	—	—	—
BFC Planning, Inc.	N/A	—	42	-42	-100%	$2.1K	—	—	—
Vanguard Advisers Inc	N/A	—	33	-33	-100%	$1.6K	—	—	—
Allworth Financial LP	N/A	—	16	-16	-100%	$789	—	—	—
Bogart Wealth, LLC	N/A	—	12	-12	-100%	$591	—	—	—
FMR LLC	N/A	—	3	-3	-100%	$148	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	1	-1	-100%	$51	—	—	—
Quent Capital, LLC	N/A	—	1	-1	-100%	$49	—	—	—
Hantz Financial Services, Inc.	N/A	—	0	0	—	$0	—	—	—
Luminist Capital LLC	N/A	—	0	0	—	$345	—	—	—

Showing 98 of 98 institutions