Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares Core 5-10 Year USD Bond ETF include First National Corp /ma/ /adv, and Colony Group, LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 114,349 | 261.82 | 4,989 | 263.89 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 457,236 | 1.09 | 19,949 | 1.63 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7,591 | 331 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 70,642 | 40.84 | 3,082 | 41.57 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 259,691 | 11,330 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29,082 | 23.09 | 1,271 | 23.66 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5,282 | 0 | ||||||
| 2025-07-24 | 13F | Rice Partnership, LLC | 8,938 | 3.76 | 390 | 4.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 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 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 345 | 15.00 | 15 | 15.38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,981 | 0.71 | 610 | 1.33 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 581,061 | 19.88 | 25,352 | 20.51 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10,770 | 4.02 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 48 | 2.13 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 11,407 | 498 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 85,187 | 27.82 | 3,717 | 28.49 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 741 | 6.16 | 32 | 6.67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 283,154 | 3.93 | 12,354 | 4.48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,167 | 32.39 | 1 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 163 | 1.24 | 7 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 19,948 | 31.67 | 870 | 32.42 |
