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Disclosery

ILTB ISHARES TR

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CORE LT USDB ETF (fund)

97 managers (98 13F filers) reported a position in ILTB shares at 2025-03-31, 6,952,997 shares in all. 15 filers opened a position and 12 filers sold out during the quarter.

Managers
97
13F filers
98
New
15
Added
30
Reduced
33
Sold out
12
Shares held by filers
6,952,997

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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/2,078,647$104M0.01%+353,79213F-HRTimelineGroup
AE Wealth Management LLC931,837$46.6M0.39%+46,50013F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC698,010$36.3M0.01%+288,33613F-HRTimelineGroup
Focus Financial Network, Inc.333,699$16.7M0.68%+9,65613F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN234,891$11.7M<0.01%-40,07313F-HRTimelineGroup
Cedar Mountain Advisors, LLC224,006$11.2M2.51%+26,54213F-HRTimeline
Peak Financial Management, Inc.174,045$8.7M2.61%+2,68513F-HRTimeline
Verde Capital Management166,687$8.33M2.37%+4,79213F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.165,286$8.26M<0.01%+10,29513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY122,112$6.11M<0.01%-4,87413F-HRTimelineGroup
LPL Financial LLC115,522$5.78M<0.01%-46,37013F-HRTimeline
Independent Wealth Network Inc.103,257$5.16M2.06%+8,17113F-HRTimeline
ETF Portfolio Partners, Inc.98,513$4.93M1.48%-26,21813F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC92,691$4.63M<0.01%+23,40613F-HRTimelineGroup
Cetera Investment Advisers91,750$4.59M0.01%-3,25613F-HRTimeline
Atria Wealth Solutions, Inc.84,679$4.23M0.05%-6,22013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC78,631$3.93M<0.01%-44,60313F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding78,098$3.9M-32,676Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV77,171$3.86M0.31%+2,96313F-HRTimeline
UBS Group AGin group UBS Group AG74,503$3.73M<0.01%+1,16813F-HRTimelineGroup
PLANWISER FINANCIAL, LLC75,820$3.68M3.33%13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC66,161$3.31M0.1%+6,50913F-HRTimelineGroup
Summit Wealth Partners, LLC64,177$3.21M0.65%-7,18813F-HRTimeline
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…61,085$3.05M0.01%013F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC43,604$2.18M0.41%13F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,120$2.16M<0.01%+14,66913F-HR/ATimelineGroup
Prospera Financial Services Inc41,662$2.08M0.05%+6,43213F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO39,645$1.98M<0.01%-2,78713F-HRTimelineGroup
Goldstone Financial Group, LLC32,434$1.62M0.25%-4,03013F-HRTimeline
CHARLES SCHWAB INVESTMENT MANAGEMENT INCin group Charles Schwab Trust Co32,061$1.6M<0.01%-7,88913F-HR/ATimelineGroup
Elevated Capital Advisors, LLC30,023$1.5M0.42%-3,80013F-HRTimeline
Coppell Advisory Solutions LLC6,100$1.31M0.18%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,472$1.17M<0.01%+4,93313F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC23,153$1.16M0.31%-1,14113F-HRTimeline
Cresta Advisors, Ltd.22,570$1.13M0.58%+6,00013F-HRTimeline
Betterment LLC22,092$1.1M<0.01%+2,34313F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC21,714$1.09M<0.01%-35,63513F-HR/ATimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP21,211$1.05M<0.01%+3,97513F-HR/ATimelineGroup
Mach-1 Financial Group, LLC19,081$954K0.29%new13F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,837$906K<0.01%013F-HR/ATimelineGroup
Wealthfront Advisers LLC16,578$829K<0.01%-11,22913F-HRTimeline
J.W. COLE ADVISORS, INC.15,685$784K0.02%+3,96413F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.14,645$732K0.01%+9913F-HRTimelineGroup
MML INVESTORS SERVICES, LLC14,100$705K<0.01%+76213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…13,826$691K0.06%-1,07513F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC11,423$571K0.02%-1,65613F-HRTimeline
Latitude Advisors, LLC10,169$508K0.3%new13F-HRTimeline
Cambridge Investment Research Advisors,…9,666$483K<0.01%-71213F-HRTimeline
BNP PARIBASin group BNP PARIBAS9,133$457K0.02%+1,55013F-HRTimelineGroup
GWN SECURITIES INC.8,908$445K0.03%new13F-HRTimeline
Private Advisor Group, LLC8,518$426K<0.01%-4,91913F-HRTimeline
Advisors Asset Management, Inc.7,832$392K0.01%+81813F-HR/ATimeline
TSFG, LLC7,378$369K0.08%-85913F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.7,052$353K<0.01%-5,63213F-HRTimelineGroup
&PARTNERS5,906$293K<0.01%-6,19013F-HRTimeline
Integrated Wealth Concepts LLC5,490$275K<0.01%new13F-HRTimeline
Vantage Financial Partners, LLC5,314$266K0.07%-15513F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth5,230$262K<0.01%new13F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC4,903$245K<0.01%-6413F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…4,654$233K0.01%new13F-HRTimelineGroup
STIFEL FINANCIAL CORPin group STIFEL FINANCIAL CORP4,374$219K<0.01%-5,22013F-HRTimelineGroup
OLD MISSION CAPITAL LLC4,348$217K<0.01%new13F-HRTimeline
Signal Advisors Wealth, LLC4,328$216K0.02%new13F-HRTimeline
COMERICA BANK3,293$165K<0.01%013F-HRTimeline
Park Place Capital Corp3,186$159K0.04%-88113F-HRTimeline
Parkside Financial Bank & Trust3,046$152K0.02%+1,63613F-HRTimeline
HARBOUR INVESTMENTS, INC.2,020$101K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC1,568$76.3K<0.01%+4313F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC1,436$71.8K<0.01%-1,38913F-HRTimelineGroup
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,220$60.5K<0.01%+11513F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,140$57K<0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.1,133$56.6K0.04%013F-HRTimeline
IFP Advisors, Inc725$36.2K<0.01%new13F-HRTimeline
Sound Income Strategies, LLC471$23.6K<0.01%-1113F-HRTimeline
Larson Financial Group LLC411$20.6K<0.01%new13F-HRTimeline
McIlrath & Eck, LLC411$20.5K<0.01%-3513F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/385$19.2K<0.01%013F-HRTimelineGroup
Olde Wealth Management, LLC282$14K<0.01%new13F-HRTimeline
Continuum Advisory, LLC270$13.5K<0.01%+913F-HRTimeline
Steward Partners Investment Advisory, L…250$12.5K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC215$10.7K<0.01%+19813F-HRTimelineGroup
Rossby Financial, LCC208$10.2K<0.01%new13F-HRTimeline
Crews Bank & Trust193$9.65K<0.01%013F-HRTimeline
Sunbelt Securities, Inc.150$7.5K<0.01%013F-HRTimeline
MAI Capital Management144$7.2K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.113$5.65K0.01%+5013F-HRTimeline
Qube Research & Technologies Ltd46$2.3K<0.01%-1413F-HRTimeline
MB, LEVIS & ASSOCIATES, LLC45$2.27K<0.01%013F-HRTimeline
Clarity Asset Management, Inc.44$2.2K<0.01%013F-HRTimeline
Capital A Wealth Management, LLC24$1.2K<0.01%013F-HRTimeline
Allworth Financial LP16$780<0.01%-17813F-HRTimeline
Spurstone Advisory Services, LLC14$7000.01%new13F-HRTimeline
Bogart Wealth, LLC12$600<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.7$362<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC2$100<0.01%013F-HR/ATimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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.