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Disclosery

IMTB ISHARES TR

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CR 5 10 YR ETF (fund)

61 managers (61 13F filers) reported a position in IMTB shares at 2026-03-31, 4,620,242 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
61
13F filers
61
New
8
Added
24
Reduced
10
Sold out
3
Shares held by filers
4,620,242

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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, LLC1,305,450$57.2M0.07%+132,56513F-HRTimelineGroup
Destination Wealth Management516,269$22.6M0.59%+16,29113F-HRTimeline
Octavia Wealth Advisors, LLC465,216$20.4M1.95%-203,86113F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…276,482$12.1M0.03%-110,42313F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC232,673$10.2M<0.01%+124,95513F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/225,696$9.89M<0.01%+4,27213F-HRTimelineGroup
Ethos Capital Management, Inc.220,238$9.65M8.28%+36,19813F-HRTimeline
LPL Financial LLC173,129$7.59M<0.01%+82,27913F-HRTimeline
PFG Advisors161,077$7.06M0.34%+2,50813F-HRTimeline
UBS Group AGin group UBS Group AG159,535$6.99M<0.01%-52613F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY118,131$5.18M<0.01%+2,94213F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC99,390$4.36M<0.01%+56,35113F-HRTimelineGroup
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO91,308$3.99M<0.01%+5,79313F-HR/ATimelineGroup
Summit Financial, LLC72,601$3.18M0.04%+11,23113F-HRTimeline
Steward Partners Investment Advisory, L…48,027$2.1M0.01%+1,18713F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC47,856$2.1M<0.01%-18,80613F-HRTimelineGroup
GOLDMAN SACHS GROUP INCin group GOLDMAN SACHS GROUP INC46,718$2.05M<0.01%new13F-HRTimelineGroup
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA43,639$1.91M<0.01%+12,00213F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.35,194$1.54M<0.01%+2,96613F-HRTimelineGroup
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…30,225$1.32M<0.01%+6,75413F-HRTimelineGroup
PHILLIPS FINANCIAL MANAGEMENT, LLC29,778$1.3M0.09%-11,49113F-HRTimeline
Cannon Financial Strategists, Inc.27,121$1.19M0.16%+70913F-HRTimeline
5T Wealth, LLC24,784$1.09M0.43%-9013F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC24,552$1.08M<0.01%+2,78113F-HRTimelineGroup
Cambridge Investment Research Advisors,…18,049$791K<0.01%+10,35613F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV13,956$612K<0.01%new13F-HRTimeline
TIAA-CREF INDIVIDUAL & INSTITUTIONAL SE…in group TIAA11,960$524K<0.01%13F-HRTimelineGroup
Rice Partnership, LLC11,458$502K0.07%+51213F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth11,407$500K<0.01%013F-HRTimelineGroup
Reliant Investment Partners, LLC11,193$490K0.41%+1,20713F-HRTimeline
MML INVESTORS SERVICES, LLC7,764$340K<0.01%-2,91113F-HRTimeline
Charis Legacy Partners, LLC7,100$311K0.46%013F-HRTimeline
Betterment LLC6,654$292K<0.01%new13F-HRTimeline
Concurrent Investment Advisors, LLCin group Concurrent Investment Advisor…6,231$273K<0.01%-28013F-HRTimelineGroup
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC6,107$268K<0.01%-20013F-HRTimelineGroup
JGP Wealth Management, LLC5,756$252K0.03%013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/5,087$223K<0.01%013F-HRTimelineGroup
Comprehensive Money Management Services…4,785$210K0.14%new13F-HRTimeline
Advisory Services Network, LLC3,794$166K<0.01%new13F-HRTimeline
CHAPMAN FINANCIAL GROUP, LLC2,257$98.9K0.07%013F-HRTimeline
BLAIR WILLIAM & CO/IL1,746$76.5K<0.01%-12413F-HRTimeline
Godfrey Financial Associates, Inc.1,318$57.8K0.05%+413F-HRTimeline
EASTERN BANK1,008$44.2K<0.01%013F-HRTimeline
Kopp Family Office, LLC911$39.9K0.03%013F-HRTimeline
LANARK FINANCIAL, INC.900$39.4K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.860$37.7K<0.01%013F-HRTimeline
SIGNATUREFD, LLC766$33.6K<0.01%+513F-HRTimeline
NFSG Corp744$32.6K0.01%013F-HRTimeline
Archer Investment Corp673$29.5K0.01%013F-HRTimeline
WealthShield Partners, LLC555$24.3K<0.01%013F-HRTimeline
Capital Investment Advisory Services, L…500$21.9K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA345$15.1K<0.01%013F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…300$13.1K<0.01%new13F-HRTimelineGroup
TWIN PEAKS WEALTH ADVISORS, LLC233$10.2K<0.01%new13F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…197$8.64K<0.01%+213F-HRTimelineGroup
CITIGROUP INCin group CITIGROUP INC179$7.84K<0.01%013F-HRTimelineGroup
Golden State Wealth Management, LLC154$6.77K<0.01%+113F-HRTimeline
FMR LLCin group FMR LLC91$3.99K<0.01%new13F-HRTimelineGroup
Smartleaf Asset Management LLC65$2.84K<0.01%013F-HRTimeline
HARBOUR INVESTMENTS, INC.49$2.16K<0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1$22<0.01%013F-HR/ATimelineGroup