ILTB · iShares Core 10+ Year USD Bond ETF ETF

$47.07 +0.04 (+0.08%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →

Quarter:

Holders: 61

Total Value: $306,254,346

Total Shares: 6,252,642

Institutional Ownership Trend

25 quarters

Holder Concentration

Across 61 13F filers · Δ vs Dec 31, 2025

Top Holder

34.7%

+3.3 pts

Top 5

72.1%

+9.9 pts

Top 10

84.9%

+10.4 pts

HHI

1,789

Moderately concentrated+378

Quarterly Activity

vs Dec 31, 2025

New

Increased

Decreased

Sold Out

Unchanged

Holder count: -29

Institutional value: -10.6%

Shares held: -9.3%

Top Buyers

vs Dec 31, 2025

Institution	Added	Now Holds
Mega AMERIPRISE FINANCIAL INC	+111,438	541,061
Large AE Wealth Management LLC	+81,686	1,302,828
Mid Equitable Holdings, Inc.	+21,730	38,924
Mid Arkadios Wealth Advisors	+19,685	91,731
Mega LPL Financial LLC	+19,101	133,533

Top Sellers

vs Dec 31, 2025

Institution	Sold	Now Holds
Micro PLANWISER FINANCIAL, LLC	−48,008	6,110
Large Cetera Investment Advisers	−24,891	82,465
Large Sanctuary Advisors, LLC	−9,655	8,226
Mega ENVESTNET ASSET MANAGEMENT INC	−8,353	76,487
Mega ROYAL BANK OF CANADA	−6,451	34,955

Top New Positions

vs Dec 31, 2025

Institution	Acquired	Value (USD)
Micro RETIREMITTEN FINANCIAL LLC	253,473	$12,415,107
Mega CITADEL ADVISORS LLC	38,905	$1,905,566
Large Thrivent Financial for Lutherans	30,439	$1,490,902
Mid VestGen Advisors, LLC	11,517	$564,102
Mid Advisory Services Network, LLC	6,935	$339,675

Top Sold-Out Positions

vs Dec 31, 2025

Institution	Previously Held	Last Value (USD)
Mid Focus Financial Network, Inc.	242,795	$12,066,911
Small Verde Capital Management	182,491	$9,069,802
Small Independent Wealth Network Inc.	124,108	$6,168,167
Small CREATIVE FINANCIAL DESIGNS INC /ADV	83,952	$4,172,414
Large KEYBANK NATIONAL ASSOCIATION/OH	68,357	$3,397,342

Filter: New 11 Increased 18 Reduced 19 Sold out 40 Unchanged 13

Showing 61 of 61

All Common Calls Puts

Compact Export CSV

Holder

Value (USD)

% of 13F

BANK OF AMERICA CORP /DE/ ILTB

$106,128,589

34.65%

2,166,774

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BANK OF AMERICA NA	126,528	$6,197,341	5.8%	Defined
MERRILL LYNCH, PIERCE, FENNER & SMITH INC.	64,536	$3,160,973	3.0%	Defined
MANAGED ACCOUNT ADVISORS LLC	1,975,710	$96,770,275	91.2%	Defined

AE Wealth Management LLC ILTB

$63,812,491

20.84%

1,302,828

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
210 Financial	3,044	$149,095	0.2%	Other
Tounjian Advisory Group, LLC	21,147	$1,035,780	1.6%	Other
Alpha Planning & Financial Services	715	$35,020	0.1%	Other
B.O.S.S. Retirement Advisors, LLC	105,553	$5,169,985	8.1%	Other
Blackston Financial Advisory Group, LLC	8,651	$423,725	0.7%	Other
Brigher Financial	1,325	$64,898	0.1%	Other
Capital A Wealth Management, LLC	2,395	$117,307	0.2%	Other
Centennnial Advisors, LLC	14,987	$734,063	1.2%	Other
Centennial Wealth Advisory LLC	91	$4,457	0.0%	Other
Cruz Investments and Wealth Management	20	$979	0.0%	Other
Csenge Advisory Group	1,730	$84,735	0.1%	Other
Decker Retirement Planning Inc.	16,425	$804,496	1.3%	Other
Elevated Capital Advisors	6,113	$299,414	0.5%	Other
Elite Retirement Planning LLC	20,344	$996,449	1.6%	Other
Family Legacy Planning	28,387	$1,390,395	2.2%	Other
FSA Advisors, Inc.	63,873	$3,128,499	4.9%	Other
Global Wealth Management, Inc	37	$1,812	0.0%	Other
Harlow Wealth Managment, Inc.	205,522	$10,066,467	15.8%	Other
HOWARD BAILEY SECURITIES, LLC	21,372	$1,046,800	1.6%	Other
Integrated Wealth Management Inc	5,600	$274,288	0.4%	Other
International Private Wealth Advisors LLC	66	$3,232	0.0%	Other
JL Perkins Wealth Management	2,443	$119,658	0.2%	Other
Key Capital Management Inc	3,109	$152,278	0.2%	Other
Kingdom Financial Group LLC.	36,170	$1,771,606	2.8%	Other
Mach-1 Financial Group, LLC	35,414	$1,734,577	2.7%	Other
MADISON AVENUE SECURITIES, LLC	3,359	$164,523	0.3%	Other
Mercurio Weath Advisors	14,790	$724,414	1.1%	Other
Merkkuri Wealth Advisors LLC	417	$20,424	0.0%	Other
Montgomery Financial Services	877	$42,955	0.1%	Other
Networth Advisors LLC	7,267	$355,937	0.6%	Other
Nicholas Wealth, LLC.	206	$10,089	0.0%	Other
Park Square Financial Services	779	$38,155	0.1%	Other
POM Investment Strategies, LLC	942	$46,139	0.1%	Other
Peterson Financial Group, Inc.	44	$2,155	0.0%	Other
Price Financial	593	$29,045	0.0%	Other
Quest 10 Wealth Builders, Inc.	32,752	$1,604,192	2.5%	Other
SMART Wealth LLC	403	$19,738	0.0%	Other
Ross Wealth Management	3,303	$161,780	0.3%	Other
RSG Investments LLC	146	$7,151	0.0%	Other
Slagle Financial, LLC	550	$26,939	0.0%	Other
Stephen Smith Financial	17,572	$860,676	1.3%	Other
Sterling Bridge Financial Group	616	$30,171	0.0%	Other
Strategy Financial Group	186,646	$9,141,921	14.3%	Other
Strickler Financial Group	523	$25,616	0.0%	Other
The Holland Group	12,034	$589,425	0.9%	Other
Lloyd Advisory Services, LLC.	1,257	$61,567	0.1%	Other
Transce3nd, LLC	74	$3,624	0.0%	Other
VCI Wealth Management LLC	158	$7,738	0.0%	Other
Wellment Financial	34	$1,665	0.0%	Other
Held directly	412,953	$20,226,437	31.7%	Other

AMERIPRISE FINANCIAL INC ILTB

$26,501,166

8.65%

541,061

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Ameriprise Financial Services, LLC joint	540,126	$26,455,370	99.8%	Defined
Ameriprise Bank, FSB	935	$45,796	0.2%	Defined

RETIREMITTEN FINANCIAL LLC ILTB

$12,415,107

4.05%

253,473

Cedar Mountain Advisors, LLC ILTB

$11,948,524

3.90%

243,947

BlackRock, Inc. ILTB

$10,061,324

3.29%

205,417

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BlackRock Investment Management, LLC	205,417	$10,061,324	100.0%	Sole

WELLS FARGO & COMPANY/MN ILTB

$8,387,824

2.74%

171,250

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC	59,155	$2,897,411	34.5%	Defined
WELLS FARGO CLEARING SERVICES, LLC	112,095	$5,490,413	65.5%	Defined

UBS Group AG ILTB

$8,340,167

2.72%

170,277

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
UBS Financial Services Inc	170,277	$8,340,167	100.0%	Defined

LPL Financial LLC ILTB

$6,540,446

2.14%

133,533

MORGAN STANLEY ILTB

$6,014,645

1.96%

122,798

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
MORGAN STANLEY SMITH BARNEY LLC	122,798	$6,014,645	100.0%	Defined

ETF Portfolio Partners, Inc. ILTB

$5,143,438

1.68%

105,011

Arkadios Wealth Advisors ILTB

$4,492,983

1.47%

91,731

Cetera Investment Advisers ILTB

$4,039,135

1.32%

82,465

ENVESTNET ASSET MANAGEMENT INC ILTB

$3,746,333

1.22%

76,487

CreativeOne Wealth, LLC ILTB

$3,523,620

1.15%

71,940

JONES FINANCIAL COMPANIES LLLP ILTB

$2,742,390

0.90%

55,990

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Edward D. Jones & Co., L.P.	55,990	$2,742,390	100.0%	Sole

RAYMOND JAMES FINANCIAL INC ILTB

$2,424,754

0.79%

49,505

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RAYMOND JAMES & ASSOCIATES	598	$29,290	1.2%	Defined
Raymond James Financial Services Advisors, Inc.	48,907	$2,395,464	98.8%	Defined

Wealthfront Advisers LLC ILTB

$2,343,497

0.77%

47,846

Equitable Holdings, Inc. ILTB

$1,906,497

0.62%

38,924

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
EQUITABLE ADVISORS, LLC	38,924	$1,906,497	100.0%	Defined

CITADEL ADVISORS LLC ILTB

$1,905,566

0.62%

38,905

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citadel Securities GP LLC	38,905	$1,905,566	100.0%	Defined

ROYAL BANK OF CANADA ILTB

$1,712,094

0.56%

34,955

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
RBC Capital Markets, LLC	9,178	$449,538	26.3%	Defined
RBC Dominion Securities Inc.	16,513	$808,806	47.2%	Defined
RBC Private Counsel (USA) Inc.	9,264	$453,750	26.5%	Defined

Thrivent Financial for Lutherans ILTB

$1,490,902

0.49%

30,439

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Thrivent Advisor Network, LLC	30,439	$1,490,902	100.0%	Sole

Betterment LLC ILTB

$1,245,169

0.41%

25,422

JPMORGAN CHASE & CO ILTB

$1,155,143

0.38%

23,584

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
J.P. Morgan Securities LLC	23,382	$1,145,250	99.1%	Defined
55I, LLC	202	$9,893	0.9%	Other

Elevated Capital Advisors, LLC ILTB

$1,033,869

0.34%

21,108

MML INVESTORS SERVICES, LLC ILTB

$979,208

0.32%

19,992

Safeguard Investment Advisory Group, LLC ILTB

$744,153

0.24%

15,193

JANE STREET GROUP, LLC ILTB

$679,842

0.22%

13,880

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Jane Street Capital, LLC	13,880	$679,842	100.0%	Defined

VestGen Advisors, LLC ILTB

$564,102

0.18%

11,517

Cambridge Investment Research Advisors, Inc. ILTB

$485,244

0.16%

9,907

GWN SECURITIES INC. ILTB

$452,918

0.15%

9,247

Sanctuary Advisors, LLC ILTB

$402,909

0.13%

8,226

OSAIC HOLDINGS, INC. ILTB

$384,492

0.13%

7,850

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
OSAIC WEALTH, INC.	4,594	$225,014	58.5%	Defined
LADENBURG THALMANN ASSET MANAGEMENT	923	$45,208	11.8%	Sole
Osaic Advisory Services, LLC	2,333	$114,270	29.7%	Defined

Advisory Services Network, LLC ILTB

$339,675

0.11%

6,935

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
55I, LLC	110	$5,387	1.6%	Sole
Held directly	6,825	$334,288	98.4%	Sole

Crescent Grove Advisors, LLC ILTB

$331,349

0.11%

6,765

PLANWISER FINANCIAL, LLC ILTB

$299,267

0.10%

6,110

Focus Partners Advisor Solutions, LLC ILTB

$236,034

0.08%

4,819

&PARTNERS ILTB

$225,259

0.07%

4,599

INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC ILTB

$225,161

0.07%

4,597

PlanVest Financial, Inc ILTB

$171,430

0.06%

3,500

FIFTH THIRD BANCORP ILTB

$161,291

0.05%

3,293

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Fifth Third Bank, National Association	3,293	$161,291	100.0%	Defined

CITIGROUP INC ILTB

$137,976

0.05%

2,817

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
Citigroup Financial Products Inc. joint	2,817	$137,976	100.0%	Defined

SHP Wealth Management ILTB

$83,559

0.03%

1,706

Geneos Wealth Management Inc. ILTB

$76,506

0.02%

1,562

NATIONAL BANK OF CANADA /FI/ ILTB

$59,755

0.02%

1,220

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
National Bank Financial Inc.	620	$30,367	50.8%	Defined
Manager 6	600	$29,388	49.2%	Defined

CWM, LLC ILTB

$55,837

0.02%

1,140

Quest 10 Wealth Builders, Inc. ILTB

$21,747

0.01%

444

BANK OF MONTREAL /CAN/ ILTB

$18,857

0.01%

385

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
BMO NESBITT BURNS INC.	385	$18,857	100.0%	Defined

HUNTINGTON NATIONAL BANK ILTB

$13,959

0.00%

285

Steward Partners Investment Advisory, LLC ILTB

$12,245

0.00%

250

Rossby Financial, LCC ILTB

$10,187

0.00%

208

Crews Bank & Trust ILTB

$9,453

0.00%

193

MAI Capital Management ILTB

$7,053

0.00%

144

Legacy Wealth Managment, LLC/ID ILTB

$4,261

0.00%

Qube Research & Technologies Ltd ILTB

$2,253

0.00%

VANGUARD ADVISERS INC ILTB

$1,616

0.00%

Allworth Financial LP ILTB

$783

0.00%

FMR LLC ILTB

$244

0.00%

This filing is a combination report: the position is filed across the managers below.

Manager	Shares	Value (USD)	% of position	Discretion
STRATEGIC ADVISERS LLC	5	$244	100.0%	Defined

Godfrey Financial Associates, Inc. ILTB

$48

0.00%

Silver Grove Financial Group, Inc. ILTB

0.00%

HANTZ FINANCIAL SERVICES, INC. ILTB

0.00%