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 98 institutions that hold shares in the stock, with a total of 6.38 Million shares, which have been reported (via 13F filing form) to have a value of $310 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
56,552
shares
|
$2.76 Million
0.58% of portfolio
|
Q3 2024
Added 5.85%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
47,814
shares
|
$2.33 Million
0.0% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
44,817
shares
|
$2.18 Million
0.0% of portfolio
|
Q3 2024
Reduced 18.42%
|
|
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
Jan 14, 2025 Q4 2024 |
36,464
shares
|
$1.78 Million
0.28% of portfolio
|
Q2 2024
Reduced 18.2%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
33,823
shares
|
$1.65 Million
0.51% of portfolio
|
Q4 2024
Added 126.07%
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
25,668
shares
|
$1.25 Million
0.39% of portfolio
|
Q3 2024
Reduced 31.36%
|
|
|
Wealthfront Advisers LLC
|
Nov 12, 2024 Q3 2024 |
24,455
shares
|
$1.19 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.12%
|
|
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
Nov 12, 2024 Q3 2024 |
20,887
shares
|
$1.02 Million
0.48% of portfolio
|
Q3 2024
Reduced 67.47%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
19,170
shares
|
$933,962
0.0% of portfolio
|
Q3 2024
Added 14.81%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,099
shares
|
$881,783
0.0% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
17,750
shares
|
$864,780
0.02% of portfolio
|
Q3 2024
Reduced 62.1%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
16,995
shares
|
$827,996
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
16,665
shares
|
$811,918
0.02% of portfolio
|
Q3 2024
Reduced 41.71%
|
|
|
Cresta Advisors, Ltd.
Laredo, TX |
Nov 18, 2024 Q3 2024 |
16,570
shares
|
$807,290
0.48% of portfolio
|
Q1 2023
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
14,901
shares
|
$725,976
0.06% of portfolio
|
Q4 2024
Reduced 98.12%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
14,477
shares
|
$705,319
0.56% of portfolio
|
Q4 2023
Added 142.82%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
14,349
shares
|
$699,083
0.01% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
14,062
shares
|
$685,100
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
13,596
shares
|
$662,397
0.02% of portfolio
|
Q3 2024
Reduced 12.94%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
13,297
shares
|
$647,829
0.0% of portfolio
|
Q3 2024
Added 64.44%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
11,662
shares
|
$568,172
0.03% of portfolio
|
Q3 2024
Added 1.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
11,535
shares
|
$561,985
0.0% of portfolio
|
Q3 2024
Added 31.78%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
11,325
shares
|
$551,754
0.0% of portfolio
|
Q3 2024
Added 20.92%
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 29, 2024 Q3 2024 |
10,378
shares
|
$505,616
0.37% of portfolio
|
Q3 2024
Added 34.5%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 29, 2024 Q3 2024 |
10,095
shares
|
$491,828
0.39% of portfolio
|
Q3 2024
Reduced 7.68%
|