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Disclosery

IMTB ISHARES TR

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CR 5 10 YR ETF (fund)

50 managers (50 13F filers) reported a position in IMTB shares at 2025-06-30, 4,335,444 shares in all. 4 filers opened a position and 4 filers sold out during the quarter.

Managers
50
13F filers
50
New
4
Added
18
Reduced
15
Sold out
4
Shares held by filers
4,335,444

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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, LLC1,169,507$51M0.07%-8,20913F-HRTimelineGroup
Octavia Wealth Advisors, LLC581,061$25.4M2.88%+96,36013F-HRTimeline
Destination Wealth Management457,236$19.9M0.59%+4,93213F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…456,727$19.8M0.03%-16,06513F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/283,154$12.4M<0.01%+10,69613F-HRTimelineGroup
FIRST NATIONAL CORP /MA/ /ADV259,691$11.3M2.28%new13F-HRTimeline
PFG Advisors154,342$6.73M0.31%-23513F-HRTimeline
Global Retirement Partners, LLC130,133$5.68M0.14%13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY118,950$5.19M<0.01%-6,69613F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC114,349$4.99M0.01%+82,74513F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85,187$3.72M<0.01%+18,53913F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA70,642$3.08M<0.01%+20,48613F-HR/ATimelineGroup
LPL Financial LLC68,945$3.01M<0.01%-1,19813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…47,117$2.06M<0.01%-11,83213F-HRTimelineGroup
UBS Group AGin group UBS Group AG46,457$2.03M<0.01%-2,75613F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC40,155$1.75M<0.01%+17,86413F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC39,457$1.72M0.12%-1,61513F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.29,082$1.27M<0.01%+5,45513F-HR/ATimelineGroup
Cannon Financial Strategists, Inc.26,554$1.16M0.18%-1,97713F-HRTimeline
Steward Partners Investment Advisory, L…19,948$870K0.01%+4,79813F-HRTimeline
5T Wealth, LLC14,743$643K0.33%+7,60213F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC13,981$610K<0.01%+9913F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,167$531K<0.01%+2,97713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,407$498K<0.01%new13F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,770$470K<0.01%+41613F-HRTimeline
Reliant Investment Partners, LLC8,994$392K0.34%013F-HRTimeline
Rice Partnership, LLC8,938$390K0.07%+32413F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC7,591$331K<0.01%new13F-HRTimelineGroup
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…7,298$318K0.01%-7,89913F-HRTimelineGroup
Charis Legacy Partners, LLC7,100$310K0.51%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,324$276K0.01%-59013F-HRTimelineGroup
JGP Wealth Management, LLC5,756$251K0.03%013F-HRTimeline
Cambridge Investment Research Advisors,…5,282$230K<0.01%new13F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,087$222K<0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC2,257$98.5K0.08%13F-HRTimeline
BLAIR WILLIAM & CO/IL1,928$84.1K<0.01%-4613F-HRTimeline
EASTERN BANK1,008$44K<0.01%013F-HRTimeline
Kopp Family Office, LLC911$39.7K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.900$39K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.860$37.5K<0.01%-1,61013F-HRTimeline
NFSG Corp744$32.5K0.01%013F-HRTimeline
SIGNATUREFD, LLC741$32.3K<0.01%+4313F-HRTimeline
Archer Investment Corp673$29.4K0.01%013F-HRTimeline
WealthShield Partners, LLC555$24.2K<0.01%-55513F-HRTimeline
PRIVATE TRUST CO NA345$15.1K<0.01%+4513F-HRTimeline
CITIGROUP INCin group CITIGROUP INC179$7.81K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC163$7.13K<0.01%+213F-HRTimeline
HARBOUR INVESTMENTS, INC.48$2.08K<0.01%+113F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN0$17<0.01%-113F-HRTimelineGroupAmount filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.