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Disclosery

ILTB ISHARES TR

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CORE LT USDB ETF (fund)

90 managers (91 13F filers) reported a position in ILTB shares at 2025-12-31, 6,899,925 shares in all. 8 filers opened a position and 11 filers sold out during the quarter.

Managers
90
13F filers
91
New
8
Added
33
Reduced
27
Sold out
11
Shares held by filers
6,899,925

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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/2,158,603$107M0.01%+342,56813F-HRTimelineGroup
AE Wealth Management LLC1,221,142$60.7M0.35%+137,16513F-HRTimeline
AMERIPRISE FINANCIAL INCin group AMERIPRISE FINANCIAL INC429,623$21.3M<0.01%+159,73813F-HRTimelineGroup
Focus Financial Network, Inc.242,795$12.1M0.42%+5,42413F-HRTimeline
Cedar Mountain Advisors, LLC238,334$11.8M2.28%-3,88013F-HRTimeline
BlackRock, Inc.in group BlackRock, Inc.196,248$9.75M<0.01%+11,01913F-HRTimelineGroup
Verde Capital Management182,491$9.07M1.93%-43813F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN173,551$8.63M<0.01%-23,47613F-HRTimelineGroup
UBS Group AGin group UBS Group AG171,518$8.52M<0.01%+51,78613F-HRTimelineGroup
Independent Wealth Network Inc.124,108$6.17M1.88%+10,45813F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY123,908$6.16M<0.01%+6,27813F-HR/ATimelineGroup
LPL Financial LLC114,432$5.69M<0.01%+9,31213F-HRTimeline
ETF Portfolio Partners, Inc.111,263$5.53M1.43%-1,73013F-HRTimeline
Cetera Investment Advisers107,356$5.34M0.01%+4,08113F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCgroup of 2 filers holding94,072$4.68M+20,453Timeline
CREATIVE FINANCIAL DESIGNS INC /ADV83,952$4.17M0.26%+7,86613F-HRTimeline
Arkadios Wealth Advisors72,046$3.58M0.07%new13F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC68,423$3.4M0.08%+2,30913F-HRTimelineGroup
KEYBANK NATIONAL ASSOCIATION/OHin group KEYBANK NATIONAL ASSOCIATION/…68,357$3.4M0.01%013F-HRTimelineGroup
SCHMIDT P J INVESTMENT MANAGEMENT INC59,303$2.95M0.48%+5,25713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC55,258$2.75M<0.01%-14,96513F-HRTimelineGroup
PLANWISER FINANCIAL, LLC54,118$2.7M2.02%+48,91813F-HR/ATimeline
Wealthfront Advisers LLC46,249$2.3M0.01%+3,53013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA41,406$2.06M<0.01%+8,46613F-HRTimelineGroup
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP39,664$1.97M<0.01%+15,23213F-HRTimelineGroup
TOUNJIAN ADVISORY PARTNERS, LLC38,594$1.92M0.65%-44213F-HRTimeline
Prospera Financial Services Inc36,733$1.83M0.03%-96513F-HRTimeline
Mach-1 Financial Group, LLC35,080$1.74M0.36%new13F-HRTimeline
Goldstone Financial Group, LLC35,048$1.74M0.19%-1,42013F-HRTimeline
Sound Income Strategies, LLC32,287$1.61M0.08%+31,83013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP32,205$1.6M<0.01%new13F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…29,056$1.44M<0.01%-13,54613F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO24,628$1.22M<0.01%-12913F-HRTimelineGroup
Elevated Capital Advisors, LLC24,291$1.21M0.28%-1,20813F-HRTimeline
Betterment LLC24,224$1.2M<0.01%+9313F-HRTimeline
Cresta Advisors, Ltd.22,570$1.12M0.47%013F-HRTimeline
MML INVESTORS SERVICES, LLC20,921$1.04M<0.01%+3,01013F-HRTimeline
Veratis Advisors, Inc.19,977$1.02M0.8%13F-HRTimeline
Summit Wealth Partners, LLC19,067$948K0.18%-5,23013F-HRTimeline
Sanctuary Advisors, LLC17,881$889K<0.01%+1,90713F-HRTimeline
Grey Fox Wealth Advisors, LLC17,704$880K0.18%+9,59913F-HRTimeline
Equitable Holdings, Inc.in group Equitable Holdings, Inc.17,194$855K0.01%+3,25313F-HRTimelineGroup
Safeguard Investment Advisory Group, LLC16,535$822K0.21%-2,72113F-HRTimeline
J.W. COLE ADVISORS, INC.13,894$691K0.02%-59013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC12,928$643K<0.01%-120,34413F-HRTimelineGroup
Latitude Advisors, LLC10,170$505K0.22%+113F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,678$481K<0.01%+4,85413F-HRTimeline
Cambridge Investment Research Advisors,…9,232$459K<0.01%-12213F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…9,190$457K0.03%-1,37513F-HRTimeline
GWN SECURITIES INC.9,097$452K0.09%+37313F-HRTimeline
Private Advisor Group, LLC8,705$433K<0.01%-1,01713F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.8,523$424K<0.01%+2,20413F-HRTimelineGroup
TSFG, LLC7,314$364K0.05%-8613F-HRTimeline
Crescent Grove Advisors, LLC6,765$336K0.03%013F-HRTimeline
SHP Wealth Management6,070$302K0.02%13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC5,415$269K0.01%-2,69413F-HRTimeline
Global Retirement Partners, LLC5,048$251K<0.01%-15613F-HRTimeline
Winter & Associates, Inc.4,812$239K0.22%13F-HRTimeline
Focus Partners Advisor Solutions, LLCin group Focus Partners Wealth4,811$239K<0.01%-4,36813F-HRTimelineGroup
&PARTNERS5,515$235K<0.01%+61613F-HRTimeline
CITIGROUP INCin group CITIGROUP INC3,915$195K<0.01%+2,02413F-HRTimelineGroup
Advisors Asset Management, Inc.3,499$174K<0.01%-3,68413F-HR/ATimeline
COMERICA BANK3,293$164K<0.01%013F-HRTimeline
FINANCIAL CONSULATE, INC1,741$86.5K0.01%+2813F-HRTimeline
Geneos Wealth Management Inc.1,550$77K<0.01%-4,84313F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/1,220$60.6K<0.01%013F-HRTimelineGroup
CWM, LLCin group CWM, LLC1,140$57K<0.01%013F-HRTimelineGroup
Decker Retirement Planning Inc.1,133$56.3K0.03%013F-HRTimeline
IFP Advisors, Inc960$47.7K<0.01%+23513F-HRTimeline
McIlrath & Eck, LLC421$20.9K<0.01%+3313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/385$19.1K<0.01%013F-HRTimelineGroup
Steward Partners Investment Advisory, L…250$12.4K<0.01%013F-HRTimeline
Rossby Financial, LCC208$10.3K<0.01%013F-HRTimeline
Crews Bank & Trust193$9.59K<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC153$7.6K<0.01%new13F-HRTimeline
MAI Capital Management144$7.16K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC87$4.33K<0.01%-1313F-HRTimelineGroup
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…87$4.32K<0.01%new13F-HRTimelineGroup
Qube Research & Technologies Ltd46$2.29K<0.01%013F-HRTimeline
Quest 10 Wealth Builders, Inc.36$1.79K<0.01%013F-HRTimeline
Kingdom Financial Group LLC.27$1.33K<0.01%-33,61013F-HRTimeline
Allworth Financial LP16$796<0.01%013F-HRTimeline
Spurstone Advisory Services, LLC14$6960.01%013F-HRTimeline
Bogart Wealth, LLC12$596<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.6$319<0.01%-113F-HRTimeline
American Wealth Advisors, LLC4$217<0.01%013F-HRTimeline
Godfrey Financial Associates, Inc.1$51<0.01%13F-HRTimeline
Quent Capital, LLC1$50<0.01%new13F-HRTimeline
CoreCap Advisors, LLC1$39<0.01%new13F-HRTimeline
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.