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Ishares Core 5-10 Year USD (IMTB)

CUSIP: 46435G417 | NYSE | 153 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2026

Wealth Enhancement Advisory Services, LLC229,616
0.0% of portfolio›$9.5M
LPL Financial LLC130,617
0.0% of portfolio›$5.4M
PFG Advisors56,914
0.1% of portfolio›$2.4M
IFP Advisors, Inc50,791
0.0% of portfolio›$2.1M
Ethos Capital Management, Inc.47,267
1.3% of portfolio›$2.0M
Cannon Financial Strategists, Inc.44,235
0.2% of portfolio›$1.8M
Cambridge Investment Research Advisors, Inc.32,103
0.0% of portfolio›$1.3K
Daymark Wealth Partners, LLC17,864
0.0% of portfolio›$738.5K
Phillips Financial Management, LLC13,620
0.0% of portfolio›$563.1K
Revisor Wealth Management LLC12,780
0.1% of portfolio›$531.0K
Krilogy Financial LLC7,523
0.0% of portfolio›$311.8K
Charis Legacy Partners, LLC7,100
0.4% of portfolio›$293.5K
GK Wealth Management LLC6,390
0.1% of portfolio›$264.2K
JGP Wealth Management, LLC5,756
0.0% of portfolio›$238.0K
Chapman Financial Group, LLC2,257
0.1% of portfolio›$93.3K
Signaturefd, LLC1,198
0.0% of portfolio›$49.5K
Farther Finance Advisors, LLC1,010
0.0% of portfolio›$41.8K
Eastern Bank950
0.0% of portfolio›$39.3K
Lanark Financial, Inc.900
0.0% of portfolio›$37.2K
Nfsg Corp744
0.0% of portfolio›$30.8K
Archer Investment Corp673
0.0% of portfolio›$27.8K
Capital Investment Advisory Services, LLC500
0.0% of portfolio›$20.7K
Kopp Family Office, LLC331
0.0% of portfolio›$37.7K
Golden State Wealth Management, LLC131
0.0% of portfolio›$5.5K
Rossby Financial, LCC104
0.0% of portfolio›$4.3K
StyleTurnoverLocationFiled
Wealth Enhancement Advisory Services, LLC
229,616$9.5M0.0%CoreLowPlymouth, MN2026-10-13
LPL Financial LLC
130,617$5.4M0.0%IndexVery LowFort Mill, SC2026-11-06
PFG Advisors
56,914$2.4M0.1%ETFMediumPhoenix, AZ2026-10-16
IFP Advisors, Inc
50,791$2.1M0.0%GrowthLowTampa, FL2026-10-16
Ethos Capital Management, Inc.
47,267$2.0M1.3%GrowthHighNewtown, PA2026-11-03
Cannon Financial Strategists, Inc.
44,235$1.8M0.2%ETFVery LowAthens, GA2026-10-19
Cambridge Investment Research Advisors, Inc.
32,103$1.3K0.0%ETFLowFairfield, IA2026-11-02
Daymark Wealth Partners, LLC
17,864$738.5K0.0%CoreLowCincinnati, OH2026-11-04
Phillips Financial Management, LLC
13,620$563.1K0.0%ETFVery LowFort Wayne, IN2026-10-19
Revisor Wealth Management LLC
12,780$531.0K0.1%CoreLowAkron, OH2026-10-20
Krilogy Financial LLC
7,523$311.8K0.0%GrowthLowSt. Louis, MO2026-10-13
Charis Legacy Partners, LLC
7,100$293.5K0.4%ETFVery LowBryan, TX2026-10-22
GK Wealth Management LLC
6,390$264.2K0.1%GARPVery HighReno, NV2026-10-09
JGP Wealth Management, LLC
5,756$238.0K0.0%CoreLowBend, OR2026-10-13
Chapman Financial Group, LLC
2,257$93.3K0.1%CoreVery LowHonolulu, HI2026-10-26
Signaturefd, LLC
1,198$49.5K0.0%IndexLowAtlanta, GA2026-10-23
Farther Finance Advisors, LLC
1,010$41.8K0.0%IndexLowSan Francisco, CA2026-10-08
Eastern Bank
950$39.3K0.0%GrowthMediumBoston, MA2026-10-05
Lanark Financial, Inc.
900$37.2K0.0%CoreMediumBirmingham, AL2026-10-26
Nfsg Corp
744$30.8K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
Archer Investment Corp
673$27.8K0.0%CoreMediumCarmel, IN2026-11-05
Capital Investment Advisory Services, LLC
500$20.7K0.0%CoreMediumRaleigh, NC2026-10-30
Kopp Family Office, LLC
331$37.7K0.0%ETFHighMinnetonka, MN2026-10-21
Golden State Wealth Management, LLC
131$5.5K0.0%ETFMediumSanta Ana, CA2026-11-02
Rossby Financial, LCC
104$4.3K0.0%ETFMediumMelbourne, FL2026-11-05