Ishares Core 5-10 Year USD (IMTB)

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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Wealth Enhancement Advisory Services, LLC

DECREASED

Shares229,616 from 246,948

Change-17,332 (-7%)

Value$9.5M (-$1.2M)

Filed 2026-10-13

LPL Financial LLC

DECREASED

Shares130,617 from 173,926

Change-43,309 (-25%)

Value$5.4M (-$2.2M)

Filed 2026-11-06

PFG Advisors

DECREASED

Shares56,914 from 60,367

Change-3,453 (-6%)

Value$2.4M (-$279.9K)

Filed 2026-10-16

IFP Advisors, Inc

DECREASED

Shares50,791 from 50,992

Change-201 (0%)

Value$2.1M (-$124.1K)

Filed 2026-10-16

Ethos Capital Management, Inc.

DECREASED

Shares47,267 from 58,646

Change-11,379 (-19%)

Value$2.0M (-$603.6K)

Filed 2026-11-03

Cannon Financial Strategists, Inc.

DECREASED

Shares44,235 from 72,412

Change-28,177 (-39%)

Value$1.8M (-$1.3M)

Filed 2026-10-19

Cambridge Investment Research Advisors, Inc.

DECREASED

Shares32,103 from 32,768

Change-665 (-2%)

Value$1.3K (-$1.4M)

Filed 2026-11-02

Daymark Wealth Partners, LLC

INCREASED

Shares17,864 from 9,463

Change+8,401 (+89%)

Value$738.5K (+$325.8K)

Filed 2026-11-04

Phillips Financial Management, LLC

DECREASED

Shares13,620 from 13,762

Change-142 (-1%)

Value$563.1K (-$37.1K)

Filed 2026-10-19

Revisor Wealth Management LLC

DECREASED

Shares12,780 from 19,088

Change-6,308 (-33%)

Value$531.0K (-$301.5K)

Filed 2026-10-20

Krilogy Financial LLC

NEW

Shares7,523

Change+7,523

Value$311.8K

Filed 2026-10-13

Charis Legacy Partners, LLC

UNCHANGED

Shares7,100 from 7,100

Change0 (0%)

Value$293.5K (-$16.1K)

Filed 2026-10-22

GK Wealth Management LLC

NEW

Shares6,390

Change+6,390

Value$264.2K

Filed 2026-10-09

JGP Wealth Management, LLC

UNCHANGED

Shares5,756 from 5,756

Change0 (0%)

Value$238.0K (-$13.1K)

Filed 2026-10-13

Chapman Financial Group, LLC

UNCHANGED

Shares2,257 from 2,257

Change0 (0%)

Value$93.3K (-$5.1K)

Filed 2026-10-26

Signaturefd, LLC

INCREASED

Shares1,198 from 775

Change+423 (+55%)

Value$49.5K (+$15.7K)

Filed 2026-10-23

Farther Finance Advisors, LLC

NEW

Shares1,010

Change+1,010

Value$41.8K

Filed 2026-10-08

Eastern Bank

DECREASED

Shares950 from 1,008

Change-58 (-6%)

Value$39.3K (-$4.7K)

Filed 2026-10-05

Lanark Financial, Inc.

UNCHANGED

Shares900 from 900

Change0 (0%)

Value$37.2K (-$2.0K)

Filed 2026-10-26

Nfsg Corp

UNCHANGED

Shares744 from 744

Change0 (0%)

Value$30.8K (-$1.7K)

Filed 2026-10-15

Archer Investment Corp

UNCHANGED

Shares673 from 673

Change0 (0%)

Value$27.8K (-$1.5K)

Filed 2026-11-05

Capital Investment Advisory Services, LLC

UNCHANGED

Shares500 from 500

Change0 (0%)

Value$20.7K (-$1.1K)

Filed 2026-10-30

Kopp Family Office, LLC

DECREASED

Shares331 from 911

Change-580 (-64%)

Value$37.7K (-$2.1K)

Filed 2026-10-21

Golden State Wealth Management, LLC

DECREASED

Shares131 from 136

Change-5 (-4%)

Value$5.5K (-$494)

Filed 2026-11-02

Rossby Financial, LCC

NEW

Shares104

Change+104

Value$4.3K

Filed 2026-11-05

Concurrent Investment Advisors, LLC

CLOSED

Shares0 from 6,125

Change-6,125 (-100%)

Value$0 (-$267.1K)

Filed 2026-10-16

IAG Wealth Partners, LLC

CLOSED

Shares0 from 154

Change-154 (-100%)

Value$0 (-$6.7K)

Filed 2026-11-06

Mariner, LLC

N/A

Shares— from 1,341,102

Change-1,341,102 (-100%)

Value—

Destination Wealth Management

N/A

Shares— from 528,770

Change-528,770 (-100%)

Value—

Octavia Wealth Advisors, LLC

N/A

Shares— from 494,673

Change-494,673 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 250,278

Change-250,278 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 222,147

Change-222,147 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 199,344

Change-199,344 (-100%)

Value—

OneDigital Investment Advisors LLC

N/A

Shares— from 157,263

Change-157,263 (-100%)

Value—

UBS Group AG

N/A

Shares— from 143,860

Change-143,860 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 125,652

Change-125,652 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 98,776

Change-98,776 (-100%)

Value—

Summit Financial, LLC

N/A

Shares— from 79,220

Change-79,220 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 76,508

Change-76,508 (-100%)

Value—

Jane Street Group, LLC

N/A

Shares— from 55,127

Change-55,127 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 46,294

Change-46,294 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 38,805

Change-38,805 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 31,538

Change-31,538 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 29,657

Change-29,657 (-100%)

Value—

HRT Financial LP

N/A

Shares— from 26,347

Change-26,347 (-100%)

Value—

Flow Traders U.S. LLC

N/A

Shares— from 19,360

Change-19,360 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 17,847

Change-17,847 (-100%)

Value—

J. Mark Nickell & Co.

N/A

Shares— from 16,311

Change-16,311 (-100%)

Value—

5T Wealth, LLC

N/A

Shares— from 13,631

Change-13,631 (-100%)

Value—

Focus Partners Wealth

N/A

Shares— from 11,407

Change-11,407 (-100%)

Value—

Reliant Investment Partners, LLC

N/A

Shares— from 11,304

Change-11,304 (-100%)

Value—

MML Investors Services, LLC

N/A

Shares— from 10,098

Change-10,098 (-100%)

Value—

Betterment LLC

N/A

Shares— from 9,641

Change-9,641 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 8,649

Change-8,649 (-100%)

Value—

Principal Securities, Inc.

N/A

Shares— from 6,107

Change-6,107 (-100%)

Value—

NewEdge Advisors, LLC

N/A

Shares— from 5,415

Change-5,415 (-100%)

Value—

Bank of Montreal

N/A

Shares— from 4,865

Change-4,865 (-100%)

Value—

Comprehensive Money Management Services LLC

N/A

Shares— from 4,785

Change-4,785 (-100%)

Value—

Blair William & Co

N/A

Shares— from 1,694

Change-1,694 (-100%)

Value—

Godfrey Financial Associates, Inc.

N/A

Shares— from 1,318

Change-1,318 (-100%)

Value—

Geneos Wealth Management Inc.

N/A

Shares— from 860

Change-860 (-100%)

Value—

WealthShield Partners, LLC

N/A

Shares— from 555

Change-555 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 199

Change-199 (-100%)

Value—

FMR LLC

N/A

Shares— from 131

Change-131 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 65

Change-65 (-100%)

Value—

Harbour Investments, Inc.

N/A

Shares— from 50

Change-50 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 1

Change-1 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 0

Change0

Value—

	Status
Wealth Enhancement Advisory Services, LLC	DECREASED	229,616	246,948	-17,332	-7%	$10.7M	$9.5M	-$1.2M	2026-10-13
LPL Financial LLC	DECREASED	130,617	173,926	-43,309	-25%	$7.6M	$5.4M	-$2.2M	2026-11-06
PFG Advisors	DECREASED	56,914	60,367	-3,453	-6%	$2.6M	$2.4M	-$279.9K	2026-10-16
IFP Advisors, Inc	DECREASED	50,791	50,992	-201	0%	$2.2M	$2.1M	-$124.1K	2026-10-16
Ethos Capital Management, Inc.	DECREASED	47,267	58,646	-11,379	-19%	$2.6M	$2.0M	-$603.6K	2026-11-03
Cannon Financial Strategists, Inc.	DECREASED	44,235	72,412	-28,177	-39%	$3.2M	$1.8M	-$1.3M	2026-10-19
Cambridge Investment Research Advisors, Inc.	DECREASED	32,103	32,768	-665	-2%	$1.4M	$1.3K	-$1.4M	2026-11-02
Daymark Wealth Partners, LLC	INCREASED	17,864	9,463	+8,401	+89%	$412.7K	$738.5K	+$325.8K	2026-11-04
Phillips Financial Management, LLC	DECREASED	13,620	13,762	-142	-1%	$600.2K	$563.1K	-$37.1K	2026-10-19
Revisor Wealth Management LLC	DECREASED	12,780	19,088	-6,308	-33%	$832.5K	$531.0K	-$301.5K	2026-10-20
Krilogy Financial LLC	NEW	7,523	—	+7,523	—	—	$311.8K	—	2026-10-13
Charis Legacy Partners, LLC	UNCHANGED	7,100	7,100	0	0%	$309.6K	$293.5K	-$16.1K	2026-10-22
GK Wealth Management LLC	NEW	6,390	—	+6,390	—	—	$264.2K	—	2026-10-09
JGP Wealth Management, LLC	UNCHANGED	5,756	5,756	0	0%	$251.0K	$238.0K	-$13.1K	2026-10-13
Chapman Financial Group, LLC	UNCHANGED	2,257	2,257	0	0%	$98.4K	$93.3K	-$5.1K	2026-10-26
Signaturefd, LLC	INCREASED	1,198	775	+423	+55%	$33.8K	$49.5K	+$15.7K	2026-10-23
Farther Finance Advisors, LLC	NEW	1,010	—	+1,010	—	—	$41.8K	—	2026-10-08
Eastern Bank	DECREASED	950	1,008	-58	-6%	$44.0K	$39.3K	-$4.7K	2026-10-05
Lanark Financial, Inc.	UNCHANGED	900	900	0	0%	$39.3K	$37.2K	-$2.0K	2026-10-26
Nfsg Corp	UNCHANGED	744	744	0	0%	$32.4K	$30.8K	-$1.7K	2026-10-15
Archer Investment Corp	UNCHANGED	673	673	0	0%	$29.4K	$27.8K	-$1.5K	2026-11-05
Capital Investment Advisory Services, LLC	UNCHANGED	500	500	0	0%	$21.8K	$20.7K	-$1.1K	2026-10-30
Kopp Family Office, LLC	DECREASED	331	911	-580	-64%	$39.7K	$37.7K	-$2.1K	2026-10-21
Golden State Wealth Management, LLC	DECREASED	131	136	-5	-4%	$5.9K	$5.5K	-$494	2026-11-02
Rossby Financial, LCC	NEW	104	—	+104	—	—	$4.3K	—	2026-11-05
Concurrent Investment Advisors, LLC	CLOSED	0	6,125	-6,125	-100%	$267.1K	$0	-$267.1K	2026-10-16
IAG Wealth Partners, LLC	CLOSED	0	154	-154	-100%	$6.7K	$0	-$6.7K	2026-11-06
Mariner, LLC	N/A	—	1,341,102	-1,341,102	-100%	$58.5M	—	—	—
Destination Wealth Management	N/A	—	528,770	-528,770	-100%	$23.1M	—	—	—
Octavia Wealth Advisors, LLC	N/A	—	494,673	-494,673	-100%	$21.6M	—	—	—
Bank of America Corp	N/A	—	250,278	-250,278	-100%	$10.9M	—	—	—
Citadel Advisors LLC	N/A	—	222,147	-222,147	-100%	$9.7M	—	—	—
Global Retirement Partners, LLC	N/A	—	199,344	-199,344	-100%	$8.7M	—	—	—
OneDigital Investment Advisors LLC	N/A	—	157,263	-157,263	-100%	$6.9M	—	—	—
UBS Group AG	N/A	—	143,860	-143,860	-100%	$6.3M	—	—	—
Morgan Stanley	N/A	—	125,652	-125,652	-100%	$5.5M	—	—	—
JPMorgan Chase & Co	N/A	—	98,776	-98,776	-100%	$4.3M	—	—	—
Summit Financial, LLC	N/A	—	79,220	-79,220	-100%	$3.5M	—	—	—
Raymond James Financial Inc	N/A	—	76,508	-76,508	-100%	$3.3M	—	—	—
Jane Street Group, LLC	N/A	—	55,127	-55,127	-100%	$2.4M	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	46,294	-46,294	-100%	$2.0M	—	—	—
Osaic Holdings, Inc.	N/A	—	38,805	-38,805	-100%	$1.7M	—	—	—
Royal Bank of Canada	N/A	—	31,538	-31,538	-100%	$1.4M	—	—	—
Mercer Global Advisors Inc	N/A	—	29,657	-29,657	-100%	$1.3M	—	—	—
HRT Financial LP	N/A	—	26,347	-26,347	-100%	$1.1M	—	—	—
Flow Traders U.S. LLC	N/A	—	19,360	-19,360	-100%	$844.0K	—	—	—
Envestnet Asset Management Inc	N/A	—	17,847	-17,847	-100%	$778.4K	—	—	—
J. Mark Nickell & Co.	N/A	—	16,311	-16,311	-100%	$867.3K	—	—	—
5T Wealth, LLC	N/A	—	13,631	-13,631	-100%	$594.5K	—	—	—
Focus Partners Wealth	N/A	—	11,407	-11,407	-100%	$497.5K	—	—	—
Reliant Investment Partners, LLC	N/A	—	11,304	-11,304	-100%	$493.0K	—	—	—
MML Investors Services, LLC	N/A	—	10,098	-10,098	-100%	$440.4K	—	—	—
Betterment LLC	N/A	—	9,641	-9,641	-100%	$420.0K	—	—	—
Susquehanna International Group, LLP	N/A	—	8,649	-8,649	-100%	$377.2K	—	—	—
Principal Securities, Inc.	N/A	—	6,107	-6,107	-100%	$266.3K	—	—	—
NewEdge Advisors, LLC	N/A	—	5,415	-5,415	-100%	$236.2K	—	—	—
Bank of Montreal	N/A	—	4,865	-4,865	-100%	$212.2K	—	—	—
Comprehensive Money Management Services LLC	N/A	—	4,785	-4,785	-100%	$208.7K	—	—	—
Blair William & Co	N/A	—	1,694	-1,694	-100%	$73.9K	—	—	—
Godfrey Financial Associates, Inc.	N/A	—	1,318	-1,318	-100%	$57.5K	—	—	—
Geneos Wealth Management Inc.	N/A	—	860	-860	-100%	$37.5K	—	—	—
WealthShield Partners, LLC	N/A	—	555	-555	-100%	$24.2K	—	—	—
Rockefeller Capital Management L.P.	N/A	—	199	-199	-100%	$8.7K	—	—	—
FMR LLC	N/A	—	131	-131	-100%	$5.7K	—	—	—
Smartleaf Asset Management LLC	N/A	—	65	-65	-100%	$2.9K	—	—	—
Harbour Investments, Inc.	N/A	—	50	-50	-100%	$2.2K	—	—	—
Fiduciary Financial Advisors	N/A	—	1	-1	-100%	$45	—	—	—
Wells Fargo & Company	N/A	—	0	0	—	$1	—	—	—

Showing 68 of 68 institutions