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Disclosery

ILTB ISHARES TR

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CORE LT USDB ETF (fund)

93 managers (94 13F filers) reported a position in ILTB shares at 2024-12-31, 6,283,850 shares in all. 9 filers opened a position and 12 filers sold out during the quarter.

Managers
93
13F filers
94
New
9
Added
38
Reduced
28
Sold out
12
Shares held by filers
6,283,850

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/1,724,855$83.9M0.01%+375,67113F-HRTimelineGroup
AE Wealth Management LLC885,337$43.1M0.37%+117,20813F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC409,674$19.9M0.01%-249,01113F-HRTimelineGroup
Focus Financial Network, Inc.324,043$15.8M0.63%+10,75513F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN274,964$13.4M<0.01%-40,72213F-HRTimelineGroup
Cedar Mountain Advisors, LLC197,464$9.61M2.11%-16,54913F-HRTimeline
Peak Financial Management, Inc.171,360$8.34M2.5%+2,24713F-HRTimeline
Verde Capital Management161,895$7.88M2.22%+10,34313F-HRTimeline
LPL Financial LLC161,892$7.88M<0.01%+35,56113F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.154,991$7.54M<0.01%+16,44913F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY126,986$6.18M<0.01%-8,49413F-HR/ATimelineGroup
ETF Portfolio Partners, Inc.124,731$6.07M1.82%-34,39413F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC123,234$6M<0.01%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding110,774$5.39M+21,636Timeline
Independent Wealth Network Inc.95,086$4.63M1.88%+27,64313F-HRTimeline
Cetera Investment Advisers95,006$4.62M0.01%+11,24313F-HRTimeline
Atria Wealth Solutions, Inc.90,899$4.42M0.05%-41113F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV74,208$3.61M0.29%+11,53513F-HRTimeline
UBS Group AGin group UBS Group AG73,335$3.57M<0.01%+25,52113F-HRTimelineGroup
Summit Wealth Partners, LLC71,365$3.47M0.71%+14,81313F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC69,285$3.37M<0.01%new13F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…61,085$2.97M0.01%013F-HRTimelineGroup
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC59,652$2.9M0.09%+1,90513F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC57,349$2.79M<0.01%new13F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO42,432$2.06M<0.01%-112,18713F-HRTimelineGroup
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co39,950$1.94M<0.01%-4,86713F-HRTimelineGroup
Goldstone Financial Group, LLC36,464$1.77M0.28%-3,49813F-HRTimeline
Prospera Financial Services Inc35,230$1.72M0.04%+26,18013F-HRTimeline
Elevated Capital Advisors, LLC33,823$1.65M0.45%+18,86213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA28,451$1.38M<0.01%-36,70713F-HRTimelineGroup
Wealthfront Advisers LLC27,807$1.35M<0.01%+3,35213F-HR/ATimeline
Safeguard Investment Advisory Group, LLC24,294$1.18M0.32%-1,37413F-HRTimeline
Betterment LLC19,749$961K<0.01%+1,65013F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,837$906K<0.01%-160,40813F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,539$902K<0.01%new13F-HRTimelineGroup
Cresta Advisors, Ltd.16,570$883K0.46%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP17,236$839K<0.01%+10,87113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…14,901$725K0.06%-778,41513F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,546$708K0.01%+19713F-HRTimelineGroup
Private Advisor Group, LLC13,437$654K<0.01%+14013F-HRTimeline
MML INVESTORS SERVICES, LLC13,338$649K<0.01%+2,01313F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC13,079$636K0.02%-51713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.12,684$617K<0.01%+2,95613F-HR/ATimelineGroup
&PARTNERS12,096$580K0.01%-4,56913F-HRTimeline
J.W. COLE ADVISORS, INC.11,721$570K0.02%+5913F-HRTimeline
Visionary Horizons, LLC11,344$552K0.36%+96613F-HRTimeline
Cambridge Investment Research Advisors,…10,378$505K<0.01%-1,15713F-HRTimeline
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP9,594$467K<0.01%-9,57613F-HRTimelineGroup
Meeder Advisory Services, Inc.in group Meeder Advisory Services, Inc.9,150$445K0.03%013F-HRTimelineGroup
SECURED RETIREMENT ADVISORS, LLC8,909$433K0.25%-1,18613F-HRTimeline
TSFG, LLC8,237$401K0.08%+1413F-HRTimeline
BNP PARIBASin group BNP PARIBAS7,583$369K<0.01%+7013F-HRTimelineGroup
Advisors Asset Management, Inc.7,014$341K0.01%+4,26313F-HR/ATimeline
Global Retirement Partners, LLC6,307$307K0.01%+2,95013F-HRTimeline
Vantage Financial Partners, LLC5,469$266K0.07%-77113F-HRTimeline
OneDigital Investment Advisors LLC5,139$250K<0.01%new13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC4,967$242K<0.01%-28913F-HRTimeline
Everstar Asset Management, LLC4,120$200K0.14%013F-HRTimeline
Park Place Capital Corp4,067$198K0.06%-10,78813F-HRTimeline
COMERICA BANK3,293$160K<0.01%+49313F-HR/ATimeline
CITIGROUP INCin group CITIGROUP INC2,825$137K<0.01%-30213F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.2,020$98.3K<0.01%-14913F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,525$74.2K<0.01%+1,16513F-HRTimelineGroup
Parkside Financial Bank & Trust1,410$68.6K0.01%013F-HRTimeline
Decker Retirement Planning Inc.1,133$55.1K0.03%13F-HRTimeline
CWM, LLCin group CWM, LLC1,140$55K<0.01%new13F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,105$53.8K<0.01%-3,61413F-HRTimelineGroup
Sound Income Strategies, LLC482$23.4K<0.01%+113F-HRTimeline
McIlrath & Eck, LLC446$21.7K<0.01%-4513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/385$18.7K<0.01%+9013F-HRTimelineGroup
Continuum Advisory, LLC261$12.7K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…250$12.2K<0.01%013F-HRTimeline
Transcendent Capital Group LLC230$11.2K0.01%-4,77913F-HRTimeline
Allworth Financial LP194$9.46K<0.01%+17813F-HRTimeline
Crews Bank & Trust193$9.39K<0.01%13F-HRTimeline
TOWNSEND ASSET MANAGEMENT CORP /NC/ /ADV164$7.98K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.150$7.32K<0.01%new13F-HRTimeline
MAI Capital Management144$7.01K<0.01%new13F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\117$5.69K<0.01%new13F-HRTimelineGroup
Plante Moran Financial Advisors, LLC94$4.57K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.63$3.06K<0.01%13F-HRTimeline
Qube Research & Technologies Ltd60$2.92K<0.01%-1713F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC45$2.19K<0.01%+113F-HRTimeline
Clarity Asset Management, Inc.44$2.13K<0.01%+113F-HRTimeline
FLP Wealth Management, LLC38$1.86K<0.01%13F-HRTimeline
Founders Financial Alliance, LLC33$1.6K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC24$1.17K<0.01%13F-HRTimeline
TD Waterhouse Canada Inc.19$923<0.01%new13F-HRTimeline
FMR LLCin group FMR LLC17$827<0.01%+413F-HRTimelineGroup
Bogart Wealth, LLC12$584<0.01%013F-HRTimeline
Golden State Wealth Management, LLC2$97<0.01%13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%-213F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.
HANTZ FINANCIAL SERVICES, INC.0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. The filing omitted confidential holdings, a later amendment may add them.