Who owns IMTB?
iShares Core 5-10 Year USD Bond ETF · iShares
64 institutions reported holding IMTB, worth $213.3M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of IMTB
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Mariner, LLC | Overland Park, KS | $58.5M | 1,341,102 | +35,652 shares |
| Destination Wealth Management | Walnut Creek, CA | $23.1M | 528,770 | +12,501 shares |
| Octavia Wealth Advisors, LLC | Cincinnati, OH | $21.6M | 494,673 | +29,457 shares |
| Bank of America Corp. | Charlotte, NC | $10.9M | 250,278 | +24,582 shares |
| Wealth Enhancement Advisory Services, LLC | Plymouth, MN | $10.7M | 246,948 | −29,534 shares |
| Citadel Advisors LLC | Miami, FL | $9.7M | 222,147 | +122,757 shares |
| Global Retirement Partners, LLC | San Rafael, CA | $8.7M | 199,344 | New position |
| LPL Financial LLC | Fort Mill, SC | $7.6M | 173,926 | +797 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $6.9M | 157,263 | New position |
| UBS Group AG | Zurich, Switzerland | $6.3M | 143,860 | −15,675 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns IMTB?
64 institutional managers reported holding IMTB in Form 13F filings for June 30, 2026, worth $213.3M in total. The largest reported position was held by Mariner, LLC, at $58.5M.
Did institutions buy or sell IMTB last quarter?
Reported 13F value rose 5.4% from March 31, 2026, which includes price moves as well as buying and selling. 11 firms reported a new position and 8 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is IMTB ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.