Who owns iShares Core 5-10 Year USD Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of IMTB from SEC Form 13F filings across 64 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 64 institutions disclosed 4.9M shares of iShares Core 5-10 Year USD Bond ETF worth $211.8M — about 74.5% of shares outstanding; the largest disclosed holder is Mariner, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
64
13F holders
$211.8M
value, 2026 filers
74.5%
of shares outstanding (4.9M sh)
11
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of IMTB's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Mariner, LLC | 1.3M | $58.5M | 0.1% | 20.6% | +2.7% |
| 2 | Destination Wealth Management | 528,770 | $23.1M | 0.5% | 8.1% | +2.4% |
| 3 | Octavia Wealth Advisors, LLC | 494,673 | $21.6M | 1.9% | 7.6% | +6.3% |
| 4 | BANK OF AMERICA CORP /DE/ | 250,278 | $10.9M | 0.0% | 3.8% | +10.9% |
| 5 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | 246,948 | $10.7M | 0.0% | 3.8% | -10.7% |
| 6 | CITADEL ADVISORS LLC | 222,147 | $9.7M | 0.0% | 3.4% | +123.5% |
| 7 | Global Retirement Partners, LLCNEW | 199,344 | $8.7M | 0.1% | 3.1% | new |
| 8 | LPL Financial LLC | 173,926 | $7.6M | 0.0% | 2.7% | +0.5% |
| 9 | OneDigital Investment Advisors LLCNEW | 157,263 | $6.9M | 0.1% | 2.4% | new |
| 10 | UBS Group AG | 143,860 | $6.3M | 0.0% | 2.2% | -9.8% |
| 11 | MORGAN STANLEY | 125,652 | $5.5M | 0.0% | 1.9% | +6.4% |
| 12 | JPMORGAN CHASE & CO | 98,776 | $4.3M | 0.0% | 1.5% | +8.2% |
| 13 | Summit Financial, LLC | 79,220 | $3.5M | 0.0% | 1.2% | +9.1% |
| 14 | RAYMOND JAMES FINANCIAL INC | 76,508 | $3.3M | 0.0% | 1.2% | -67.1% |
| 15 | Cannon Financial Strategists, Inc. | 72,412 | $3.2M | 0.4% | 1.1% | +167.0% |
| 16 | PFG Advisors | 60,367 | $2.6M | 0.1% | 0.9% | -62.5% |
| 17 | Ethos Capital Management, Inc. | 58,646 | $2.6M | 1.8% | 0.9% | -73.4% |
| 18 | JANE STREET GROUP, LLC | 55,127 | $2.4M | 0.0% | 0.8% | +15.2% |
| 19 | IFP Advisors, IncNEW | 50,992 | $2.2M | 0.0% | 0.8% | new |
| 20 | Steward Partners Investment Advisory, LLC | 46,294 | $2.0M | 0.0% | 0.7% | -3.6% |
| 21 | OSAIC HOLDINGS, INC. | 38,805 | $1.7M | 0.0% | 0.6% | +10.3% |
| 22 | Cambridge Investment Research Advisors, Inc. | 32,768 | $1.4M | 0.0% | 0.5% | +81.6% |
| 23 | ROYAL BANK OF CANADA | 31,538 | $1.4M | 0.0% | 0.5% | -27.7% |
| 24 | MERCER GLOBAL ADVISORS INC /ADV | 29,657 | $1.3M | 0.0% | 0.5% | +112.5% |
| 25 | HRT FINANCIAL LPNEW | 26,347 | $1.1M | 0.0% | 0.4% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.