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Disclosery

IMTB ISHARES TR

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CR 5 10 YR ETF (fund)

56 managers (56 13F filers) reported a position in IMTB shares at 2025-12-31, 4,566,971 shares in all. 4 filers opened a position and 3 filers sold out during the quarter.

Managers
56
13F filers
56
New
4
Added
20
Reduced
12
Sold out
3
Shares held by filers
4,566,971

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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, LLC1,172,885$51.8M0.06%-3313F-HRTimelineGroup
Octavia Wealth Advisors, LLC669,077$29.6M2.82%+50,63513F-HRTimeline
Destination Wealth Management499,978$22.1M0.58%+28,15813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…386,905$17.1M0.02%-41,29413F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/221,424$9.79M<0.01%-90,30913F-HRTimelineGroup
Global Retirement Partners, LLC192,951$8.53M0.15%+49,16513F-HRTimeline
Ethos Capital Management, Inc.184,040$8.13M7.66%13F-HRTimeline
UBS Group AGin group UBS Group AG160,061$7.07M<0.01%+70,93013F-HRTimelineGroup
PFG Advisors158,569$7.01M0.34%-2,73713F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY115,189$5.09M<0.01%+2,04613F-HR/ATimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC107,718$4.76M<0.01%+51,34513F-HRTimelineGroup
LPL Financial LLC90,850$4.02M<0.01%+17,35613F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO85,515$3.78M<0.01%+12,00313F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC66,662$2.95M<0.01%+13,21813F-HRTimelineGroup
Summit Financial, LLC61,370$2.71M0.04%-1,10913F-HRTimeline
Steward Partners Investment Advisory, L…46,840$2.07M0.01%+12,67913F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC43,039$1.9M<0.01%new13F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC41,269$1.82M0.12%+2,29413F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.32,228$1.43M<0.01%-1,19713F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA31,637$1.4M<0.01%-3,69813F-HRTimelineGroup
Cannon Financial Strategists, Inc.26,412$1.17M0.16%+19013F-HRTimeline
5T Wealth, LLC24,874$1.1M0.44%+48613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…23,471$1.04M<0.01%+14213F-HRTimelineGroup
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC21,771$962K<0.01%+99513F-HRTimelineGroup
Focus Partners Wealthin group Focus Partners Wealth11,407$504K<0.01%013F-HRTimelineGroup
Rice Partnership, LLC10,946$484K0.07%+1,70013F-HRTimeline
MML INVESTORS SERVICES, LLC10,675$472K<0.01%-31113F-HRTimeline
Reliant Investment Partners, LLC9,986$441K0.35%+1,01113F-HRTimeline
Cambridge Investment Research Advisors,…7,693$340K<0.01%-49513F-HRTimeline
Charis Legacy Partners, LLC7,100$314K0.46%013F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,511$288K<0.01%-23613F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,307$279K<0.01%013F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC6,230$275K<0.01%-5,98213F-HRTimeline
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%013F-HRTimeline
Godfrey Financial Associates, Inc.1,314$58.1K0.05%13F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC1,196$52.9K<0.01%new13F-HRTimelineGroup
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, LLC761$33.6K<0.01%+1113F-HRTimeline
NFSG Corp744$32.9K0.01%013F-HRTimeline
Archer Investment Corp673$29.7K0.01%013F-HRTimeline
WealthShield Partners, LLC555$24.5K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…500$22.1K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA345$15.2K<0.01%013F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…195$8.65K<0.01%+313F-HR/ATimelineGroup
CITIGROUP INCin group CITIGROUP INC179$7.91K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC153$6.78K<0.01%-513F-HRTimeline
Smartleaf Asset Management LLC65$2.88K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.49$2.16K<0.01%+113F-HRTimeline
Key Financial Inc2$88<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$44<0.01%013F-HRTimelineGroup