IMTB Institutional Ownership
iShares Core 5-10 Year USD Bond ETF
1W: -0.8%
1M: -3.3%
3M: -5.3%
YTD: -6.0%
1Y: -5.6%
3Y: +11.5%
5Y: -4.8%
$41.23
-0.13 (-0.31%)
Weekly Expected Move ±0.8%
$41
$41
$41
$42
$42
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IMTB
72
Institutional Holders
+8 vs prior quarter
0.0%
Ownership
+0.00pp
211M
Total Invested
11
New Positions
21
Increased
24
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (75 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 1,341,102 | 55M | +35,652 | +2.7% | 18Q | SEC ↗ |
| 2 | Destination Wealth Management | 528,770 | 22M | +12,501 | +2.4% | 37Q | SEC ↗ |
| 3 | Octavia Wealth Advisors, LLC | 494,673 | 20M | +29,457 | +6.3% | 7Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE | 250,278 | 10M | +24,582 | +10.9% | 15Q | SEC ↗ |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, | 246,948 | 10M | -29,534 | -10.7% | 11Q | SEC ↗ |
| 6 | CITADEL ADVISORS LLC | 222,147 | 9M | +122,757 | +123.5% | 3Q | SEC ↗ |
| 7 | Global Retirement Partners, LLC NEW | 199,344 | 8M | — | +0.0% | 1Q | SEC ↗ |
| 8 | LPL Financial LLC | 173,926 | 7M | +797 | +0.5% | 37Q | SEC ↗ |
| 9 | OneDigital Investment Advisors LLC NEW | 157,263 | 6M | — | +0.0% | 1Q | SEC ↗ |
| 10 | UBS Group AG | 143,860 | 6M | -15,675 | -9.8% | 17Q | SEC ↗ |
| 11 | MORGAN STANLEY | 125,652 | 5M | +7,521 | +6.4% | 31Q | SEC ↗ |
| 12 | JPMORGAN CHASE & CO | 98,776 | 4M | +7,468 | +8.2% | 20Q | SEC ↗ |
| 13 | Summit Financial, LLC | 79,220 | 3M | +6,619 | +9.1% | 4Q | SEC ↗ |
| 14 | RAYMOND JAMES FINANCIAL INC | 76,508 | 3M | -156,165 | -67.1% | 7Q | SEC ↗ |
| 15 | Cannon Financial Strategists, Inc. | 72,412 | 3M | +45,291 | +167.0% | 17Q | SEC ↗ |
| 16 | PFG Advisors | 60,367 | 2M | -100,710 | -62.5% | 12Q | SEC ↗ |
| 17 | Ethos Capital Management, Inc. | 58,646 | 2M | -161,592 | -73.4% | 3Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC | 55,127 | 2M | +7,271 | +15.2% | 9Q | SEC ↗ |
| 19 | IFP Advisors, Inc NEW | 50,992 | 2M | — | +0.0% | 1Q | SEC ↗ |
| 20 | Steward Partners Investment Advisory, | 46,294 | 2M | -1,733 | -3.6% | 6Q | SEC ↗ |
| 21 | OSAIC HOLDINGS, INC. | 38,805 | 2M | +3,611 | +10.3% | 26Q | SEC ↗ |
| 22 | Cambridge Investment Research Advisors | 32,768 | 1M | +14,719 | +81.6% | 5Q | SEC ↗ |
| 23 | ROYAL BANK OF CANADA | 31,529 | 1M | -12,101 | -27.7% | 39Q | SEC ↗ |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | 29,657 | 1M | +15,701 | +112.5% | 2Q | SEC ↗ |
| 25 | HRT FINANCIAL LP NEW | 26,347 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 26 | FLOW TRADERS U.S. LLC NEW | 19,360 | 798K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Revisor Wealth Management LLC NEW | 19,088 | 787K | — | +0.0% | 1Q | SEC ↗ |
| 28 | ENVESTNET ASSET MANAGEMENT INC | 17,847 | 736K | -6,705 | -27.3% | 32Q | SEC ↗ |
| 29 | J. Mark Nickell & Co. NEW | 16,311 | 673K | — | +0.0% | 1Q | SEC ↗ |
| 30 | PHILLIPS FINANCIAL MANAGEMENT, LLC | 13,762 | 567K | -16,016 | -53.8% | 17Q | SEC ↗ |
| 31 | 5T Wealth, LLC | 13,631 | 562K | -11,153 | -45.0% | 7Q | SEC ↗ |
| 32 | Focus Partners Wealth | 11,407 | 470K | — | +0.0% | 5Q | SEC ↗ |
| 33 | Reliant Investment Partners, LLC | 11,304 | 466K | +111 | +1.0% | 7Q | SEC ↗ |
| 34 | MML INVESTORS SERVICES, LLC | 10,098 | 416K | +2,334 | +30.1% | 13Q | SEC ↗ |
| 35 | Betterment LLC | 9,641 | 397K | +2,987 | +44.9% | 2Q | SEC ↗ |
| 36 | DAYMARK WEALTH PARTNERS, LLC NEW | 9,463 | 390K | — | +0.0% | 1Q | SEC ↗ |
| 37 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,649 | 357K | -21,576 | -71.4% | 6Q | SEC ↗ |
| 38 | Charis Legacy Partners, LLC | 7,100 | 293K | — | +0.0% | 6Q | SEC ↗ |
| 39 | Concurrent Investment Advisors, LLC | 6,125 | 253K | -106 | -1.7% | 8Q | SEC ↗ |
| 40 | PRINCIPAL SECURITIES, INC. | 6,107 | 252K | — | +0.0% | 9Q | SEC ↗ |
| 41 | JGP Wealth Management, LLC | 5,756 | 237K | — | +0.0% | 19Q | SEC ↗ |
| 42 | NewEdge Advisors, LLC NEW | 5,415 | 223K | — | +0.0% | 1Q | SEC ↗ |
| 43 | BANK OF MONTREAL /CAN | 4,865 | 201K | -222 | -4.4% | 11Q | SEC ↗ |
| 44 | Comprehensive Money Management Service | 4,785 | 197K | — | +0.0% | 2Q | SEC ↗ |
| 45 | CHAPMAN FINANCIAL GROUP, LLC | 2,257 | 93K | — | +0.0% | 5Q | SEC ↗ |
| 46 | BLAIR WILLIAM & CO/IL | 1,694 | 70K | -52 | -3.0% | 29Q | SEC ↗ |
| 47 | Godfrey Financial Associates, Inc. | 1,318 | 54K | — | +0.0% | 3Q | SEC ↗ |
| 48 | EASTERN BANK | 1,008 | 42K | — | +0.0% | 6Q | SEC ↗ |
| 49 | Kopp Family Office, LLC | 911 | 38K | — | +0.0% | 24Q | SEC ↗ |
| 50 | LANARK FINANCIAL, INC. | 900 | 37K | — | +0.0% | 6Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 199,344 | 8M |
| OneDigital Investment Advisors LLC | 157,263 | 6M |
| IFP Advisors, Inc | 50,992 | 2M |
| HRT FINANCIAL LP | 26,347 | 1M |
| FLOW TRADERS U.S. LLC | 19,360 | 798K |
| Revisor Wealth Management LLC | 19,088 | 787K |
| J. Mark Nickell & Co. | 16,311 | 673K |
| DAYMARK WEALTH PARTNERS, LLC | 9,463 | 390K |
| NewEdge Advisors, LLC | 5,415 | 223K |
| IAG Wealth Partners, LLC | 154 | 6K |
| FIDUCIARY FINANCIAL ADVISORS | 1 | 0K |
Sold Out (11)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| GOLDMAN SACHS GROUP INC | 46,718 | 2M |
| TIAA-CREF INDIVIDUAL & INSTITUTIONA | 11,960 | 493K |
| Rice Partnership, LLC | 11,458 | 472K |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,230 | 257K |
| Advisory Services Network, LLC | 3,794 | 156K |
| Kestra Advisory Services, LLC | 1,196 | 49K |
| PRIVATE TRUST CO NA | 345 | 14K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 300 | 12K |
| TWIN PEAKS WEALTH ADVISORS, LLC | 233 | 10K |
| CITIGROUP INC | 179 | 7K |
| Key Financial Inc | 2 | 0K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| CITADEL ADVISORS LLC | +122,757 | +123.5% | 222,147 |
| Cannon Financial Strategists, Inc. | +45,291 | +167.0% | 72,412 |
| Mariner, LLC | +35,652 | +2.7% | 1,341,102 |
| Octavia Wealth Advisors, LLC | +29,457 | +6.3% | 494,673 |
| BANK OF AMERICA CORP /DE | +24,582 | +10.9% | 250,278 |
| MERCER GLOBAL ADVISORS INC /ADV | +15,701 | +112.5% | 29,657 |
| Cambridge Investment Research Advis | +14,719 | +81.6% | 32,768 |
| Destination Wealth Management | +12,501 | +2.4% | 528,770 |
| MORGAN STANLEY | +7,521 | +6.4% | 125,652 |
| JPMORGAN CHASE & CO | +7,468 | +8.2% | 98,776 |
| JANE STREET GROUP, LLC | +7,271 | +15.2% | 55,127 |
| Summit Financial, LLC | +6,619 | +9.1% | 79,220 |
| OSAIC HOLDINGS, INC. | +3,611 | +10.3% | 38,805 |
| Betterment LLC | +2,987 | +44.9% | 9,641 |
| MML INVESTORS SERVICES, LLC | +2,334 | +30.1% | 10,098 |
| LPL Financial LLC | +797 | +0.5% | 173,926 |
| Reliant Investment Partners, LLC | +111 | +1.0% | 11,304 |
| FMR LLC | +40 | +44.0% | 131 |
| SIGNATUREFD, LLC | +9 | +1.2% | 775 |
| Rockefeller Capital Management L.P. | +2 | +1.0% | 199 |
Biggest Decreases (16)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Ethos Capital Management, Inc. | -161,592 | -73.4% | 58,646 |
| RAYMOND JAMES FINANCIAL INC | -156,165 | -67.1% | 76,508 |
| PFG Advisors | -100,710 | -62.5% | 60,367 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | -29,534 | -10.7% | 246,948 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | -21,576 | -71.4% | 8,649 |
| PHILLIPS FINANCIAL MANAGEMENT, LLC | -16,016 | -53.8% | 13,762 |
| UBS Group AG | -15,675 | -9.8% | 143,860 |
| ROYAL BANK OF CANADA | -12,101 | -27.7% | 31,529 |
| 5T Wealth, LLC | -11,153 | -45.0% | 13,631 |
| ENVESTNET ASSET MANAGEMENT INC | -6,705 | -27.3% | 17,847 |
| Steward Partners Investment Advisor | -1,733 | -3.6% | 46,294 |
| BANK OF MONTREAL /CAN | -222 | -4.4% | 4,865 |
| Concurrent Investment Advisors, LLC | -106 | -1.7% | 6,125 |
| BLAIR WILLIAM & CO/IL | -52 | -3.0% | 1,694 |
| Golden State Wealth Management, LLC | -18 | -11.7% | 136 |
| WELLS FARGO & COMPANY/MN | -1 | -100.0% | 0 |