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Disclosery

IMTB ISHARES TR

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CR 5 10 YR ETF (fund)

64 managers (64 13F filers) reported a position in IMTB shares at 2026-06-30, 4,855,065 shares in all. 10 filers opened a position and 8 filers sold out during the quarter.

Managers
64
13F filers
64
New
10
Added
21
Reduced
16
Sold out
8
Shares held by filers
4,855,065

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, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, 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
Mariner, LLCin group Mariner, LLC1,341,102$58.5M0.06%+35,65213F-HRTimelineGroup
Destination Wealth Management528,770$23.1M0.54%+12,50113F-HRTimeline
Octavia Wealth Advisors, LLC494,673$21.6M1.86%+29,45713F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/250,278$10.9M<0.01%+24,58213F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…246,948$10.7M0.02%-29,53413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC222,147$9.69M0.01%+122,75713F-HRTimelineGroup
Global Retirement Partners, LLC199,344$8.69M0.13%13F-HRTimeline
LPL Financial LLC173,926$7.59M<0.01%+79713F-HRTimeline
OneDigital Investment Advisors LLC157,263$6.86M0.06%new13F-HRTimeline
UBS Group AGin group UBS Group AG143,860$6.27M<0.01%-15,67513F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY125,652$5.48M<0.01%+7,52113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO98,776$4.33M<0.01%+7,46813F-HRTimelineGroup
Summit Financial, LLC79,220$3.45M0.04%+6,61913F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC76,508$3.34M<0.01%-156,16513F-HRTimelineGroup
Cannon Financial Strategists, Inc.72,412$3.16M0.36%+45,29113F-HRTimeline
PFG Advisors60,367$2.63M0.13%-100,71013F-HRTimeline
Ethos Capital Management, Inc.58,646$2.56M1.82%-161,59213F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC55,127$2.4M<0.01%+7,27113F-HRTimelineGroup
IFP Advisors, Inc50,992$2.22M0.04%new13F-HRTimeline
Steward Partners Investment Advisory, L…46,294$2.02M0.01%-1,73313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.38,805$1.69M<0.01%+3,61113F-HRTimelineGroup
Cambridge Investment Research Advisors,…32,768$1.43M<0.01%+14,71913F-HR/ATimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,538$1.38M<0.01%-12,10113F-HRTimelineGroup
MERCER GLOBAL ADVISORS INC /ADV29,657$1.29M<0.01%+15,70113F-HR/ATimeline
HRT FINANCIAL LP26,347$1.15M<0.01%new13F-HRTimeline
J. Mark Nickell & Co.16,311$867K0.69%new13F-HRTimeline
FLOW TRADERS U.S. LLC19,360$844K0.03%new13F-HRTimeline
Revisor Wealth Management LLC19,088$832K0.2%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC17,847$778K<0.01%-6,70513F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC13,762$600K0.04%-16,01613F-HRTimeline
5T Wealth, LLC13,631$594K0.22%-11,15313F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,407$497K<0.01%013F-HRTimelineGroup
Reliant Investment Partners, LLC11,304$493K0.34%+11113F-HRTimeline
MML INVESTORS SERVICES, LLC10,098$440K<0.01%+2,33413F-HRTimeline
Betterment LLC9,641$420K<0.01%+2,98713F-HRTimeline
DAYMARK WEALTH PARTNERS, LLC9,463$413K0.01%new13F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…8,649$377K<0.01%-21,57613F-HRTimelineGroup
Charis Legacy Partners, LLC7,100$310K0.38%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,125$267K<0.01%-10613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,107$266K<0.01%013F-HRTimelineGroup
JGP Wealth Management, LLC5,756$251K0.02%013F-HRTimeline
NewEdge Advisors, LLC5,415$236K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/4,865$212K<0.01%-22213F-HRTimelineGroup
Comprehensive Money Management Services…4,785$209K0.13%013F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,257$98.4K0.07%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,694$73.9K<0.01%-5213F-HRTimeline
Godfrey Financial Associates, Inc.1,318$57.5K0.04%013F-HRTimeline
EASTERN BANK1,008$44K<0.01%013F-HRTimeline
Kopp Family Office, LLC911$39.7K0.02%013F-HRTimeline
LANARK FINANCIAL, INC.900$39.2K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.860$37.5K<0.01%013F-HRTimeline
SIGNATUREFD, LLC775$33.8K<0.01%+913F-HRTimeline
NFSG Corp744$32.4K<0.01%013F-HRTimeline
Archer Investment Corp673$29.4K0.01%013F-HR/ATimeline
WealthShield Partners, LLC555$24.2K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…500$21.8K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…199$8.7K<0.01%+213F-HRTimelineGroup
IAG Wealth Partners, LLC154$6.72K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC136$5.95K<0.01%-1813F-HRTimeline
FMR LLCin group FMR LLC131$5.71K<0.01%+4013F-HRTimelineGroup
Smartleaf Asset Management LLC65$2.85K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.50$2.17K<0.01%+113F-HRTimeline
FIDUCIARY FINANCIAL ADVISORS1$45<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$1<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.