Vault-13

ISHARES TR IMTB

CR 5 10 YR ETF · ETP · CUSIP 46435G417

64 institutional holders +3 vs Q1 2026
4,888,5064.9m shares reported held*
$213.3mreported value*
10 new 22 added 16 reduced 8 sold out net bought ≈ $3.0m (+68.9k shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $43.63.

Trends to Q2 2026

Institutional holders

Managers reporting a position, each quarter

0255075Q3 22: 41Q4 22: 44Q1 23: 42Q2 23: 42Q3 23: 45Q4 23: 50Q1 24: 45Q2 24: 43Q3 24: 45Q4 24: 49Q1 25: 49Q2 25: 50Q3 25: 54Q4 25: 56Q1 26: 61Q2 26: 6464Q3 22Q3 23Q3 24Q3 25Q2 26
Numbers
QuarterHolders
Q3 202241
Q4 202244
Q1 202342
Q2 202342
Q3 202345
Q4 202350
Q1 202445
Q2 202443
Q3 202445
Q4 202449
Q1 202549
Q2 202550
Q3 202554
Q4 202556
Q1 202661
Q2 202664

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
40040Q3 24: 24 bought or addedQ3 24: 10 cut or sold outQ4 24: 24 bought or addedQ4 24: 16 cut or sold outQ4 24Q1 25: 27 bought or addedQ1 25: 13 cut or sold outQ2 25: 22 bought or addedQ2 25: 19 cut or sold outQ2 25Q3 25: 26 bought or addedQ3 25: 14 cut or sold outQ4 25: 23 bought or addedQ4 25: 16 cut or sold outQ4 25Q1 26: 32 bought or addedQ1 26: 13 cut or sold outQ2 26: 32 bought or addedQ2 26: 24 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 20242410
Q4 20242416
Q1 20252713
Q2 20252219
Q3 20252614
Q4 20252316
Q1 20263213
Q2 20263224

Biggest buyers

OneDigital Investment Advisors LLC New +157,263+157.3k
CITADEL ADVISORS LLC Added +122,757+122.8k
IFP Advisors, Inc New +50,992+51.0k
Cambridge Investment Research Advisors, Inc. Added +47,487+47.5k
Cannon Financial Strategists, Inc. Added +45,291+45.3k
Mariner, LLC Added +35,652+35.7k
Octavia Wealth Advisors, LLC Added +29,457+29.5k
HRT FINANCIAL LP New +26,347+26.3k
BANK OF AMERICA CORP /DE/ Added +24,582+24.6k
FLOW TRADERS U.S. LLC New +19,360+19.4k

Biggest sellers

Ethos Capital Management, Inc. Reduced -161,592-161.6k
RAYMOND JAMES FINANCIAL INC Reduced -156,165-156.2k
PFG Advisors Reduced -100,710-100.7k
GOLDMAN SACHS GROUP INC Sold out -46,718-46.7k
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC Reduced -29,534-29.5k
SUSQUEHANNA INTERNATIONAL GROUP, LLP Reduced -21,576-21.6k
PHILLIPS FINANCIAL MANAGEMENT, LLC Reduced -16,016-16.0k
UBS Group AG Reduced -15,675-15.7k
ROYAL BANK OF CANADA Reduced -12,101-12.1k
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC Sold out -11,960-12.0k

Holders, Q2 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 Mariner, LLC 0.06% of their portfolio Overland Park, KS 1,341,1021.3m $58.5m $58.5m 0.06% Added +35.7k +35,652
2 Destination Wealth Management 0.54% of their portfolio Walnut Creek, CA 528,770528.8k $23.1m $23.1m 0.54% Added +12.5k +12,501
3 Octavia Wealth Advisors, LLC 1.86% of their portfolio CINCINNATI, OH 494,673494.7k $21.6m $21.6m 1.86% Added +29.5k +29,457
4 BANK OF AMERICA CORP /DE/ 0.00% of their portfolio CHARLOTTE, NC 250,278250.3k $10.9m $10.9m 0.00% Added +24.6k +24,582
5 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.02% of their portfolio PLYMOUTH, MN 246,948246.9k $10.7m $10.7m 0.02% Reduced -29.5k -29,534
6 CITADEL ADVISORS LLC 0.01% of their portfolio MIAMI, FL 222,147222.1k $9.7m $9.7m 0.01% Added +122.8k +122,757
7 Global Retirement Partners, LLC 0.13% of their portfolio San Rafael, CA 199,344199.3k $8.7m $8.7m 0.13% First filing
8 LPL Financial LLC 0.00% of their portfolio FORT MILL, SC 173,926173.9k $7.6m $7.6m 0.00% Added +797 +797
9 OneDigital Investment Advisors LLC 0.06% of their portfolio OVERLAND PARK, KS 157,263157.3k $6.9m $6.9m 0.06% New
10 UBS Group AG 0.00% of their portfolio ZURICH, V8 143,860143.9k $6.3m $6.3m 0.00% Reduced -15.7k -15,675
11 MORGAN STANLEY 0.00% of their portfolio NEW YORK, NY 125,652125.7k $5.5m $5.5m 0.00% Added +7.5k +7,521
12 JPMORGAN CHASE & CO 0.00% of their portfolio NEW YORK, NY 98,77698.8k $4.3m $4.3m 0.00% Added +7.5k +7,468
13 Summit Financial, LLC 0.04% of their portfolio PARSIPPANY, NJ 79,22079.2k $3.5m $3.5m 0.04% Added +6.6k +6,619
14 RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio ST. PETERSBURG, FL 76,50876.5k $3.3m $3.3m 0.00% Reduced -156.2k -156,165
15 Cannon Financial Strategists, Inc. 0.36% of their portfolio ATHENS, GA 72,41272.4k $3.2m $3.2m 0.36% Added +45.3k +45,291
16 Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio FAIRFIELD, IA 65,53665.5k $2.9m $2.9m 0.00% Added +47.5k +47,487
17 PFG Advisors 0.13% of their portfolio Phoenix, AZ 60,36760.4k $2.6m $2.6m 0.13% Reduced -100.7k -100,710
18 Ethos Capital Management, Inc. 1.82% of their portfolio NEWTOWN, PA 58,64658.6k $2.6m $2.6m 1.82% Reduced -161.6k -161,592
19 JANE STREET GROUP, LLC 0.00% of their portfolio NEW YORK, NY 55,12755.1k $2.4m $2.4m 0.00% Added +7.3k +7,271
20 IFP Advisors, Inc 0.04% of their portfolio TAMPA, FL 50,99251.0k $2.2m $2.2m 0.04% New
21 Steward Partners Investment Advisory, LLC 0.01% of their portfolio STAMFORD, CT 46,29446.3k $2.0m $2.0m 0.01% Reduced -1.7k -1,733
22 OSAIC HOLDINGS, INC. 0.00% of their portfolio SCOTTSDALE, AZ 38,80538.8k $1.7m $1.7m 0.00% Added +3.6k +3,611
23 ROYAL BANK OF CANADA 0.00% of their portfolio TORONTO, A6 31,53831.5k $1.4m $1.4m 0.00% Reduced -12.1k -12,101
24 MERCER GLOBAL ADVISORS INC /ADV 0.00% of their portfolio DENVER, CO 29,65729.7k $1.3m $1.3m 0.00% Added +15.7k +15,701
25 HRT FINANCIAL LP 0.00% of their portfolio NEW YORK, NY 26,34726.3k $1.1m $1.1m 0.00% New
26 FLOW TRADERS U.S. LLC 0.03% of their portfolio NEW YORK, NY 19,36019.4k $844.0k $844.0k 0.03% New
27 Revisor Wealth Management LLC 0.20% of their portfolio AKRON, OH 19,08819.1k $832.5k $832.5k 0.20% New
28 ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio Berwyn, PA 17,84717.8k $778.4k $778.4k 0.00% Reduced -6.7k -6,705
29 J. Mark Nickell & Co. 0.69% of their portfolio BRENTWOOD, TN 16,31116.3k $867.3k $867.3k 0.69% New
30 PHILLIPS FINANCIAL MANAGEMENT, LLC 0.04% of their portfolio FORT WAYNE, IN 13,76213.8k $600.2k $600.2k 0.04% Reduced -16.0k -16,016
31 5T Wealth, LLC 0.22% of their portfolio Napa, CA 13,63113.6k $594.5k $594.5k 0.22% Reduced -11.2k -11,153
32 Focus Partners Wealth 0.00% of their portfolio ST LOUIS, MO 11,40711.4k $497.5k $497.5k 0.00% Unchanged
33 Reliant Investment Partners, LLC 0.34% of their portfolio PINEHURST, NC 11,30411.3k $493.0k $493.0k 0.34% Added +111 +111
34 MML INVESTORS SERVICES, LLC 0.00% of their portfolio SPRINGFIELD, MA 10,09810.1k $440.4k $440.4k 0.00% Added +2.3k +2,334
35 Betterment LLC 0.00% of their portfolio NEW YORK, NY 9,6419.6k $420.0k $420.0k 0.00% Added +3.0k +2,987
36 DAYMARK WEALTH PARTNERS, LLC 0.01% of their portfolio CINCINNATI, OH 9,4639.5k $412.7k $412.7k 0.01% New
37 SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio BALA CYNWYD, PA 8,6498.6k $377.2k $377.2k 0.00% Reduced -21.6k -21,576
38 Charis Legacy Partners, LLC 0.38% of their portfolio BRYAN, TX 7,1007.1k $309.6k $309.6k 0.38% Unchanged
39 Concurrent Investment Advisors, LLC 0.00% of their portfolio Tampa, FL 6,1256.1k $267.1k $267.1k 0.00% Reduced -106 -106
40 PRINCIPAL SECURITIES, INC. 0.00% of their portfolio DES MOINES, IA 6,1076.1k $266.3k $266.3k 0.00% Unchanged
41 JGP Wealth Management, LLC 0.02% of their portfolio BEND, OR 5,7565.8k $251.0k $251.0k 0.02% Unchanged
42 NewEdge Advisors, LLC 0.00% of their portfolio NEW ORLEANS, LA 5,4155.4k $236.2k $236.2k 0.00% New
43 BANK OF MONTREAL /CAN/ 0.00% of their portfolio TORONTO, A6 4,8654.9k $212.2k $212.2k 0.00% Reduced -222 -222
44 Comprehensive Money Management Services LLC 0.13% of their portfolio CORAL GABLES, FL 4,7854.8k $208.7k $208.7k 0.13% Unchanged
45 CHAPMAN FINANCIAL GROUP, LLC 0.07% of their portfolio KAILUA, HI 2,2572.3k $98.4k $98.4k 0.07% Unchanged
46 BLAIR WILLIAM & CO/IL 0.00% of their portfolio CHICAGO, IL 1,6941.7k $73.9k $73.9k 0.00% Reduced -52 -52
47 Archer Investment Corp 0.01% of their portfolio Carmel, IN 1,3461.3k $58.7k $58.7k 0.01% Added +673 +673
48 Godfrey Financial Associates, Inc. 0.04% of their portfolio GLENMONT, NY 1,3181.3k $57.5k $57.5k 0.04% Unchanged
49 EASTERN BANK 0.00% of their portfolio BOSTON, MA 1,0081.0k $44.0k $44.0k 0.00% Unchanged
50 Kopp Family Office, LLC 0.02% of their portfolio MINNETONKA, MN 911911 $39.7k $39.7k 0.02% Unchanged
51 LANARK FINANCIAL, INC. 0.00% of their portfolio BIRMINGHAM, AL 900900 $39.2k $39.2k 0.00% Unchanged
52 Geneos Wealth Management Inc. 0.00% of their portfolio ENGLEWOOD, CO 860860 $37.5k $37.5k 0.00% Unchanged
53 SIGNATUREFD, LLC 0.00% of their portfolio ATLANTA, GA 775775 $33.8k $33.8k 0.00% Added +9 +9
54 NFSG Corp 0.00% of their portfolio BOCA RATON, FL 744744 $32.4k $32.4k 0.00% Unchanged
55 WealthShield Partners, LLC 0.00% of their portfolio CARY, NC 555555 $24.2k $24.2k 0.00% Unchanged
56 Capital Investment Advisory Services, LLC 0.00% of their portfolio RALEIGH, NC 500500 $21.8k $21.8k 0.00% Unchanged
57 Rockefeller Capital Management L.P. 0.00% of their portfolio NEW YORK, NY 199199 $8.7k $8.7k 0.00% Added +2 +2
58 IAG Wealth Partners, LLC 0.00% of their portfolio WAUKESHA, WI 154154 $6.7k $6.7k 0.00% New
59 Golden State Wealth Management, LLC 0.00% of their portfolio SANTA ANA, CA 136136 $5.9k $5.9k 0.00% Reduced -18 -18
60 FMR LLC 0.00% of their portfolio BOSTON, MA 131131 $5.7k $5.7k 0.00% Added +40 +40
61 Smartleaf Asset Management LLC 0.00% of their portfolio BOSTON, MA 6565 $2.9k $2.9k 0.00% Unchanged
62 HARBOUR INVESTMENTS, INC. 0.00% of their portfolio MADISON, WI 5050 $2.2k $2.2k 0.00% Added +1 +1
63 FIDUCIARY FINANCIAL ADVISORS 0.00% of their portfolio GRAND RAPIDS, MI 11 $45 $45 0.00% New
64 WELLS FARGO & COMPANY/MN 0.00% of their portfolio SAN FRANCISCO, CA 00 $1 $1 0.00% Reduced -1 -1