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Disclosery

IMTB ISHARES TR

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CR 5 10 YR ETF (fund)

54 managers (54 13F filers) reported a position in IMTB shares at 2025-09-30, 4,426,409 shares in all. 6 filers opened a position and 1 filer sold out during the quarter.

Managers
54
13F filers
54
New
6
Added
19
Reduced
14
Sold out
1
Shares held by filers
4,426,409

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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, LLC1,172,918$51.9M0.07%+3,41113F-HRTimelineGroup
Octavia Wealth Advisors, LLC618,442$27.3M2.72%+37,38113F-HRTimeline
Destination Wealth Management471,820$20.9M0.57%+14,58413F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…428,199$18.9M0.03%-28,52813F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/311,733$13.8M<0.01%+28,57913F-HR/ATimelineGroup
FIRST NATIONAL CORP /MA/ /ADV255,724$11.3M2.14%-3,96713F-HRTimeline
PFG Advisors161,306$7.13M0.29%+6,96413F-HRTimeline
Global Retirement Partners, LLC143,786$6.36M0.14%+13,65313F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY113,143$5M<0.01%-5,80713F-HR/ATimelineGroup
UBS Group AGin group UBS Group AG89,131$3.94M<0.01%+42,67413F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO73,512$3.25M<0.01%-11,67513F-HR/ATimelineGroup
LPL Financial LLC73,494$3.25M<0.01%+4,54913F-HRTimeline
Summit Financial, LLC62,479$2.76M0.04%new13F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC56,373$2.49M<0.01%+16,21813F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC53,444$2.36M<0.01%-60,90513F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC38,975$1.72M0.11%-48213F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA35,335$1.56M<0.01%-35,30713F-HRTimelineGroup
Steward Partners Investment Advisory, L…34,161$1.51M0.01%+14,21313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.33,425$1.48M<0.01%+4,34313F-HRTimelineGroup
Cannon Financial Strategists, Inc.26,222$1.16M0.17%-33213F-HRTimeline
5T Wealth, LLC24,388$1.08M0.47%+9,64513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,329$1.03M<0.01%-23,78813F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC20,776$918K<0.01%+6,79513F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC12,212$540K<0.01%+4513F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,407$504K<0.01%013F-HRTimelineGroup
MML INVESTORS SERVICES, LLC10,986$486K<0.01%+21613F-HRTimeline
Rice Partnership, LLC9,246$409K0.06%+30813F-HRTimeline
Reliant Investment Partners, LLC8,975$396K0.31%-1913F-HRTimeline
Cambridge Investment Research Advisors,…8,188$362K<0.01%+2,90613F-HRTimeline
Charis Legacy Partners, LLC7,100$314K0.47%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,747$298K0.01%-55113F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,307$279K<0.01%-1713F-HRTimelineGroup
JGP Wealth Management, LLC5,756$254K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,087$225K<0.01%013F-HRTimelineGroup
CHAPMAN FINANCIAL GROUP, LLC2,257$99.8K0.07%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,870$82.7K<0.01%-5813F-HRTimeline
EASTERN BANK1,008$44.6K<0.01%013F-HRTimeline
Kopp Family Office, LLC911$40.3K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.900$39.8K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.860$38K<0.01%013F-HRTimeline
SIGNATUREFD, LLC750$33.1K<0.01%+913F-HRTimeline
NFSG Corp744$32.9K<0.01%013F-HRTimeline
Archer Investment Corp673$29.8K0.01%013F-HRTimeline
WealthShield Partners, LLC555$24.5K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…500$22.1K<0.01%new13F-HRTimeline
PRIVATE TRUST CO NA345$15.3K<0.01%013F-HRTimeline
Advisory Services Network, LLC293$13K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…192$8.53K<0.01%new13F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC179$7.91K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC158$6.99K<0.01%-513F-HRTimeline
HARBOUR INVESTMENTS, INC.48$2.13K<0.01%013F-HRTimeline
FMR LLCin group FMR LLC36$1.59K<0.01%new13F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC3$133<0.01%new13F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$44<0.01%+113F-HRTimelineGroup