Q3 2025 13F Holders as of 30 Sep 2025
-
Type / Class
-
Equity / CR 5 10 YR ETF
-
Number of holders
-
54
-
Total 13F shares, excl. options
-
4,426,400
-
Shares change
-
+90,956
-
Total reported value, excl. options
-
$195,627,027
-
Value change
-
+$4,028,800
-
Number of buys
-
25
-
Number of sells
-
15
-
Price
-
$44.21
Institutional Holders of ISHARES TR - CR 5 10 YR ETF (IMTB) as of Q3 2025
As of 30 Sep 2025 ISHARES TR - CR 5 10 YR ETF (IMTB) had 54 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 4,426,400 shares of stock of the company.
Largest 10 holders included Mariner, LLC, Octavia Wealth Advisors, LLC, Destination Wealth Management, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, BANK OF AMERICA CORP /DE/, FIRST NATIONAL CORP /MA/ /ADV, PFG Advisors, Global Retirement Partners, LLC, MORGAN STANLEY, and UBS Group AG.
This table shows 54 institutional shareholders of the security as of 30 Sep 2025.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.