Skip to content
Disclosery

IMTB ISHARES TR

Follow

CR 5 10 YR ETF (fund)

49 managers (49 13F filers) reported a position in IMTB shares at 2024-12-31, 3,541,986 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
49
13F filers
49
New
5
Added
19
Reduced
12
Sold out
4
Shares held by filers
3,541,986

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
Mariner, LLCin group Mariner, LLC1,148,662$48.8M0.08%+35,22313F-HRTimelineGroup
WEALTH ENHANCEMENT ADVISORY SERVICES, L…497,167$21.1M0.04%+485,20313F-HR/ATimeline
Destination Wealth Management435,400$18.5M0.58%+6,60513F-HRTimeline
Octavia Wealth Advisors, LLC216,250$9.18M1.11%new13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/207,336$8.8M<0.01%+39,59713F-HRTimelineGroup
Global Retirement Partners, LLC162,571$6.9M0.2%new13F-HRTimeline
PFG Advisors153,267$6.51M0.4%+8,30313F-HRTimeline
TAP Consulting, LLC123,812$5.26M1.07%+2,24513F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY97,356$4.13M<0.01%-77813F-HR/ATimelineGroup
LPL Financial LLC81,793$3.47M<0.01%-26,54513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO60,668$2.58M<0.01%+38,95413F-HRTimelineGroup
UBS Group AGin group UBS Group AG47,179$2M<0.01%-30913F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC43,820$1.86M0.15%-2,03213F-HRTimeline
Financial Engines Advisors L.L.C.36,393$1.54M<0.01%new13F-HRTimeline
Cannon Financial Strategists, Inc.31,211$1.32M0.23%+3,30513F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA22,826$968K<0.01%-578,52713F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC19,830$842K<0.01%-24,71613F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.16,882$718K<0.01%+3,18813F-HR/ATimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,316$650K0.02%+3,47513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC13,594$577K<0.01%13F-HR/ATimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,584$577K<0.01%-1,95713F-HRTimelineGroup
Spectrum Wealth Counsel, LLC11,230$477K0.06%+1,08513F-HRTimeline
MML INVESTORS SERVICES, LLC10,851$461K<0.01%-1,99713F-HRTimeline
Reliant Investment Partners, LLC9,360$397K0.35%13F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,069$385K<0.01%-3,50913F-HRTimeline
5T Wealth, LLC8,398$356K0.2%13F-HRTimeline
Rice Partnership, LLC8,396$356K0.07%+61513F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,914$293K0.01%+4,33113F-HRTimelineGroup
Stratos Wealth Partners, LTD.in group Stratos Wealth Partners, LTD.5,975$254K<0.01%+86213F-HRTimelineGroup
JGP Wealth Management, LLC5,756$244K0.03%013F-HRTimeline
PRIVATE CLIENT SERVICES, LLC5,275$224K0.12%+60313F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,087$216K<0.01%-84713F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC2,257$95.8K0.08%13F-HRTimeline
BLAIR WILLIAM & CO/IL2,044$86.8K<0.01%-9213F-HRTimeline
HOWE & RUSLING INC1,362$57.8K<0.01%new13F-HRTimeline
Kopp Family Office, LLC911$39K0.02%+7713F-HRTimeline
Geneos Wealth Management Inc.860$36.5K<0.01%013F-HRTimeline
NFSG Corp744$31.6K0.01%013F-HRTimeline
Archer Investment Corp673$28.6K0.01%+8013F-HRTimeline
SIGNATUREFD, LLC573$24.3K<0.01%+10813F-HRTimeline
WealthShield Partners, LLC555$23.6K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA300$12.7K<0.01%013F-HRTimeline
CITIGROUP INCin group CITIGROUP INC179$7.6K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC160$6.81K<0.01%13F-HRTimeline
CWM, LLCin group CWM, LLC55$2K<0.01%013F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.47$1.98K<0.01%+113F-HRTimeline
AE Wealth Management LLC38$1.61K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$12<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.