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Disclosery

IMTB ISHARES TR

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CR 5 10 YR ETF (fund)

49 managers (49 13F filers) reported a position in IMTB shares at 2025-03-31, 3,725,024 shares in all. 7 filers opened a position and 4 filers sold out during the quarter.

Managers
49
13F filers
49
New
7
Added
20
Reduced
9
Sold out
4
Shares held by filers
3,725,024

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
Mariner, LLCin group Mariner, LLC1,177,716$51.1M0.09%+29,05413F-HRTimelineGroup
Octavia Wealth Advisors, LLC484,701$21M2.55%+268,45113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…472,792$20.5M0.04%-24,37513F-HRTimeline
Destination Wealth Management452,304$19.6M0.62%+16,90413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/272,458$11.8M<0.01%+65,12213F-HRTimelineGroup
PFG Advisors154,577$6.71M0.37%+1,31013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY125,646$5.45M<0.01%+28,29013F-HRTimelineGroup
LPL Financial LLC70,143$3.04M<0.01%-11,65013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO66,648$2.89M<0.01%+5,98013F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…58,949$2.56M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA50,156$2.18M<0.01%+27,33013F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG49,213$2.14M<0.01%+2,03413F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC41,072$1.78M0.14%-2,74813F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC31,604$1.37M<0.01%+11,77413F-HR/ATimelineGroup
Cannon Financial Strategists, Inc.28,531$1.24M0.21%-2,68013F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.23,627$1.03M<0.01%+6,74513F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC22,291$967K<0.01%+8,69713F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…15,197$660K0.02%-11913F-HRTimelineGroup
Steward Partners Investment Advisory, L…15,150$658K0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,882$602K<0.01%+29813F-HRTimelineGroup
Spectrum Wealth Counsel, LLC11,230$487K0.06%013F-HRTimeline
MML INVESTORS SERVICES, LLC10,354$449K<0.01%-49713F-HRTimeline
COMMONWEALTH EQUITY SERVICES, LLC9,190$399K<0.01%+12113F-HRTimeline
Reliant Investment Partners, LLC8,994$390K0.4%-36613F-HRTimeline
Rice Partnership, LLC8,614$374K0.08%+21813F-HRTimeline
5T Wealth, LLC7,141$310K0.18%-1,25713F-HRTimeline
Charis Legacy Partners, LLC7,100$308K0.58%new13F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,914$293K0.01%013F-HRTimelineGroup
OLD MISSION CAPITAL LLC6,472$281K0.01%new13F-HRTimeline
JGP Wealth Management, LLC5,756$250K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,087$221K<0.01%013F-HRTimelineGroup
Geneos Wealth Management Inc.2,470$107K<0.01%+1,61013F-HRTimeline
BLAIR WILLIAM & CO/IL1,974$85.7K<0.01%-7013F-HRTimeline
WealthShield Partners, LLC1,110$48.2K0.01%+55513F-HRTimeline
EASTERN BANK1,008$43.7K<0.01%new13F-HRTimeline
Kopp Family Office, LLC911$39.5K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.900$39K<0.01%new13F-HRTimeline
NFSG Corp744$32.3K0.01%013F-HRTimeline
SIGNATUREFD, LLC698$30.3K<0.01%+12513F-HRTimeline
Archer Investment Corp673$29.2K0.01%013F-HRTimeline
PRIVATE TRUST CO NA300$13K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC246$10.7K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC179$7.77K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC161$7.01K<0.01%+113F-HR/ATimeline
HARBOUR INVESTMENTS, INC.47$2.04K<0.01%013F-HRTimeline
CWM, LLCin group CWM, LLC55$2K<0.01%013F-HRTimelineGroup
AE Wealth Management LLC38$1.65K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$28<0.01%+113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.