IMTB - iShares Trust - iShares Core 5-10 Year USD Bond ETF Stock - Stock Price, Institutional Ownership, Shareholders (ARCA)

iShares Trust - iShares Core 5-10 Year USD Bond ETF
US ˙ ARCA

Basic Stats
Institutional Owners 49 total, 49 long only, 0 short only, 0 long/short - change of -3.85% MRQ
Average Portfolio Allocation 0.1608 % - change of 24.35% MRQ
Institutional Shares (Long) 4,346,674 (ex 13D/G) - change of 0.33MM shares 8.30% MRQ
Institutional Value (Long) $ 188,195 USD ($1000)
Institutional Ownership and Shareholders

iShares Trust - iShares Core 5-10 Year USD Bond ETF (US:IMTB) has 49 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 4,346,674 shares. Largest shareholders include 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 Jane Street Group, Llc .

iShares Trust - iShares Core 5-10 Year USD Bond ETF (ARCA:IMTB) institutional ownership structure shows current positions in the company by institutions and funds, as well as latest changes in position size. Major shareholders can include individual investors, mutual funds, hedge funds, or institutions. The Schedule 13D indicates that the investor holds (or held) more than 5% of the company and intends (or intended) to actively pursue a change in business strategy. Schedule 13G indicates a passive investment of over 5%.

The share price as of September 5, 2025 is 44.18 / share. Previously, on September 6, 2024, the share price was 44.47 / share. This represents a decline of 0.65% over that period.

IMTB / iShares Trust - iShares Core 5-10 Year USD Bond ETF Institutional Ownership
Fund Sentiment Score

The Fund Sentiment Score (fka Ownership Accumulation Score) finds the stocks that are being most bought by funds. It is the result of a sophisticated, multi-factor quantitative model that identifies companies with the highest levels of institutional accumulation. The scoring model uses a combination of the total increase in disclosed owners, the changes in portfolio allocations in those owners and other metrics. The number ranges from 0 to 100, with higher numbers indicating a higher level of accumulation to its peers, and 50 being the average.

Update Frequency: Daily

See Ownership Explorer, which provides a list of highest-ranking companies.

Institutional Put/Call Ratio

In addition to reporting standard equity and debt issues, institutions with more than 100MM assets under management must also disclose their put and call option holdings. Since put options generally indicate negative sentiment, and call options indicate positive sentiment, we can get a sense of the overall institutional sentiment by plotting the ratio of puts to calls. The chart to the right plots the historical put/call ratio for this instrument.

Using Put/Call Ratio as an indicator of investor sentiment overcomes one of the key deficiencies of using total institutional ownership, which is that a significant amount of assets under management are invested passively to track indices. Passively-managed funds do not typically buy options, so the put/call ratio indicator more closely tracks the sentiment of actively-managed funds.

IMTB / iShares Trust - iShares Core 5-10 Year USD Bond ETF Historical Put/Call Ratio
13F and NPORT Filings

Detail on 13F filings are free. Detail on NP filings require a premium membership. Green rows indicate new positions. Red rows indicate closed positions. Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

File Date Source Investor Type Avg Price
(Est)
Shares Δ Shares
(%)
Reported
Value
($1000)
Δ Value
(%)
Port Alloc
(%)
2025-06-17 13F Howe & Rusling Inc 0 -100.00 0
2025-08-05 13F Bank Of Montreal /can/ 5,087 0.00 222 0.45
2025-07-25 13F Cwm, Llc 0 -100.00 0
2025-08-07 13F PFG Advisors 154,342 -0.15 6,734 0.37
2025-08-14 13F Royal Bank Of Canada 70,642 40.84 3,082 41.57
2025-08-15 13F Morgan Stanley 118,950 -5.33 5,190 -4.84
2025-04-30 13F Stratos Wealth Partners, LTD. 0 -100.00 0
2025-07-08 13F First National Corp /ma/ /adv 259,691 11,330
2025-08-12 13F Global Retirement Partners, LLC 130,133 -19.95 5,678 -17.72
2025-08-12 13F LPL Financial LLC 68,945 -1.71 3,008 -1.18
2025-08-14 13F Susquehanna International Group, Llp 47,117 -20.07 2,056 -19.66
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 5,282 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 456,727 -3.40 19,770 -3.66
2025-07-24 13F Blair William & Co/il 1,928 -2.33 84 -1.18
2025-08-12 13F Proequities, Inc. 0 0
2025-07-30 13F Phillips Financial Management, Llc 39,457 -3.93 1,722 -3.42
2025-08-14 13F UBS Group AG 46,457 -5.60 2,027 -5.11
2025-08-18 13F Geneos Wealth Management Inc. 860 0.00 38 0.00
2025-07-16 13F Signaturefd, Llc 741 6.16 32 6.67
2025-08-06 13F Golden State Wealth Management, LLC 163 1.24 7 0.00
2025-08-06 13F AE Wealth Management LLC 0 -100.00 0
2025-08-14 13F Destination Wealth Management 457,236 1.09 19,949 1.63
2025-07-28 13F JGP Wealth Management, LLC 5,756 0.00 251 0.80
2025-08-11 13F Citigroup Inc 179 0.00 8 0.00
2025-07-08 13F Nbc Securities, Inc. 900 0.00 0
2025-08-08 13F Emerald Investment Partners, Llc 555 -50.00 24 -50.00
2025-08-19 13F Newbridge Financial Services Group, Inc. 744 0.00 32 0.00
2025-07-29 13F Private Trust Co Na 345 15.00 15 15.38
2025-05-12 13F Financial Engines Advisors L.L.C. 0 -100.00 0
2025-07-28 13F Harbour Investments, Inc. 48 2.13 2 0.00
2025-08-14 13F Colony Group, LLC 11,407 498
2025-05-07 13F Spectrum Wealth Counsel, LLC 11,230 0.00 487 2.31
2025-08-01 13F Reliant Investment Partners, LLC 8,994 0.00 392 0.51
2025-08-06 13F Cannon Financial Strategists, Inc. 26,554 -6.93 1,159 -6.46
2025-08-14 13F Citadel Advisors Llc 7,591 331
2025-09-04 13F/A Advisor Group Holdings, Inc. 29,082 23.09 1,271 23.66
2025-07-24 13F Eastern Bank 1,008 0.00 44 0.00
2025-08-14 13F Fmr Llc 0 -100.00 0
2025-07-08 13F Charis Legacy Partners, LLC 7,100 0.00 310 0.32
2025-08-12 13F Archer Investment Corp 673 0.00 29 0.00
2025-04-08 13F Private Client Services, Llc 0 -100.00 0
2025-08-05 13F 5T Wealth, LLC 14,743 106.46 643 108.09
2025-08-14 13F Raymond James Financial Inc 40,155 80.14 1,752 81.08
2025-08-01 13F Envestnet Asset Management Inc 13,981 0.71 610 1.33
2025-08-14 13F Mariner, LLC 1,169,507 -0.70 51,026 -0.17
2025-08-15 13F Chapman Financial Group, Llc 2,257 0.00 98 3.16
2025-08-06 13F Commonwealth Equity Services, Llc 12,167 32.39 1
2025-08-12 13F Steward Partners Investment Advisory, Llc 19,948 31.67 870 32.42
2025-08-14 13F Jane Street Group, Llc 114,349 261.82 4,989 263.89
2025-08-14 13F Wells Fargo & Company/mn 0 -100.00 0
2025-07-24 13F Rice Partnership, LLC 8,938 3.76 390 4.29
2025-07-16 13F Octavia Wealth Advisors, LLC 581,061 19.88 25,352 20.51
2025-07-15 13F Kopp Family Office, LLC 911 0.00 40 0.00
2025-08-14 13F Mml Investors Services, Llc 10,770 4.02 0
2025-08-14 13F Old Mission Capital Llc 0 -100.00 0
2025-08-12 13F Jpmorgan Chase & Co 85,187 27.82 3,717 28.49
2025-08-14 13F Bank Of America Corp /de/ 283,154 3.93 12,354 4.48
2025-08-11 13F Principal Securities, Inc. 6,324 -8.53 276 -6.14
2025-07-25 13F Concurrent Investment Advisors, LLC 7,298 -51.98 318 -51.75
Fintel data has been cited in the following publications:
Daily Mail Fox Business Business Insider Wall Street Journal The Washington Post Bloomberg Financial Times Globe and Mail
NASDAQ.com Reuters The Guardian Associated Press FactCheck.org Snopes Politifact
Federal Register The Intercept Forbes Fortune Magazine TheStreet Time Magazine Canadian Broadcasting Corporation International Business Times
Cambridge University Press Investopedia MarketWatch NY Daily News Entrepreneur Newsweek Barron's El Economista