ILTB Institutional Ownership & Shareholders
ISHARES CORE 10+ YEAR USD BO (ILTB) is currently held by 90 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $319.02M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Bank Of America Corp is currently the largest disclosed institutional shareholder of ILTB tracked by InsiderSet, reporting ownership valued at approximately $121.38M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $114.72M, representing an estimated loss of -5.48% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed ILTB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Hudock, Inc., Retiremitten Financial Llc, and several other long-term asset managers with concentrated positions in ISHARES CORE 10+ YEAR USD BO (ILTB).
This page ranks the largest institutional ILTB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
90
Total Reported Value
$319.02M
Largest Holder
Bank Of America Corp
Largest Position
$121.38M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
115
Funds Exiting Positions
3
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 2,464,429 | $121,375,411 | $114,719,170 | -$6,656,241 | -5.48% | |
| Hudock, Inc. | 2.74% | 483,152 | $21,669,383 | $22,490,726 | +$821,343 | +3.79% | |
| Retiremitten Financial Llc | 5.83% | 280,658 | $13,822,657 | $13,064,630 | -$758,027 | -5.48% | |
| Arkadios Wealth Advisors | 0.19% | 247,673 | $12,198,120 | $11,529,178 | -$668,942 | -5.48% | |
| Goldman Sachs Group Inc | 0.00% | 242,710 | $11,953,686 | $11,298,151 | -$655,536 | -5.48% | |
| Cedar Mountain Advisors, Llc | 1.96% | 257,651 | $11,555,660 | $11,993,654 | +$437,994 | +3.79% | |
| Ameriprise Financial Inc | 0.00% | 230,132 | $11,334,889 | $10,712,645 | -$622,244 | -5.49% | |
| Blackrock, Inc. | 0.00% | 217,279 | $10,701,186 | $10,114,337 | -$586,849 | -5.48% | |
| Ubs Group Ag | 0.00% | 171,293 | $8,436,352 | $7,973,689 | -$462,663 | -5.48% | |
| Wells Fargo & Company/Mn | 0.00% | 151,963 | $7,484,309 | $7,073,878 | -$410,431 | -5.48% | |
| Highpoint Advisor Group Llc | 0.26% | 149,612 | $7,368,532 | $6,964,439 | -$404,093 | -5.48% | |
| Morgan Stanley | 0.00% | 126,550 | $6,232,707 | $5,890,903 | -$341,805 | -5.48% | |
| Lpl Financial Llc | 0.00% | 123,830 | $6,098,731 | $5,764,287 | -$334,445 | -5.48% | |
| Verde Capital Management | 1.01% | 129,298 | $5,799,060 | $6,018,822 | +$219,762 | +3.79% | |
| Cetera Investment Advisers | 0.00% | 88,620 | $4,364,593 | $4,125,261 | -$239,332 | -5.48% | |
| Envestnet Asset Management Inc | 0.00% | 85,430 | $4,207,513 | $3,976,766 | -$230,747 | -5.48% | |
| Creative Financial Designs Inc | 0.18% | 77,588 | $3,821,289 | $3,611,721 | -$209,568 | -5.48% | |
| Creativeone Wealth, Llc | 0.08% | 75,082 | $3,697,851 | $3,495,067 | -$202,784 | -5.48% | |
| Schmidt P J Investment Management Inc | 0.53% | 68,757 | $3,386,337 | $3,200,638 | -$185,699 | -5.48% | |
| Keybank National Association/Oh | 0.01% | 68,357 | $3,366,650 | $3,182,018 | -$184,632 | -5.48% | |
| Jones Financial Companies Lllp | 0.00% | 66,413 | $3,295,423 | $3,091,525 | -$203,898 | -6.19% | |
| Raymond James Financial Inc | 0.00% | 50,619 | $2,493,037 | $2,356,314 | -$136,723 | -5.48% | |
| Etf Portfolio Partners, Inc. | 0.61% | 54,614 | $2,449,438 | $2,542,282 | +$92,844 | +3.79% | |
| Sound Income Strategies, Llc | 0.10% | 50,304 | $2,257,645 | $2,341,651 | +$84,006 | +3.72% | |
| Wealthfront Advisers Llc | 0.00% | 44,692 | $2,201,121 | $2,080,413 | -$120,708 | -5.48% | |
| Equitable Holdings, Inc. | 0.01% | 43,691 | $2,151,835 | $2,033,816 | -$118,019 | -5.48% | |
| Independent Wealth Network Inc. | 0.51% | 45,385 | $2,035,526 | $2,112,672 | +$77,146 | +3.79% | |
| Susquehanna International Group, Llp | 0.00% | 39,869 | $1,963,584 | $1,855,902 | -$107,682 | -5.48% | |
| Jane Street Group, Llc | 0.00% | 37,031 | $1,823,810 | $1,723,793 | -$100,017 | -5.48% | |
| Betterment Llc | 0.00% | 33,388 | $1,644,000 | $1,554,211 | -$89,789 | -5.46% | |
| Prospera Financial Services Inc | 0.02% | 33,228 | $1,637,692 | $1,546,763 | -$90,929 | -5.55% | |
| Royal Bank Of Canada | 0.00% | 31,747 | $1,564,000 | $1,477,823 | -$86,177 | -5.51% | |
| Goldstone Financial Group, Llc | 0.13% | 29,671 | $1,461,310 | $1,381,185 | -$80,125 | -5.48% | |
| Peapack Gladstone Financial Corp | 0.01% | 23,577 | $1,161,000 | $1,097,509 | -$63,491 | -5.47% | |
| Jpmorgan Chase & Co | 0.00% | 23,084 | $1,147,736 | $1,074,560 | -$73,176 | -6.38% | |
| Mml Investors Services, Llc | 0.00% | 21,505 | $1,059,121 | $1,001,058 | -$58,063 | -5.48% | |
| Cresta Advisors, Ltd. | 0.44% | 22,570 | $1,012,265 | $1,050,634 | +$38,369 | +3.79% | |
| Summit Wealth Partners, Llc | 0.11% | 15,810 | $778,681 | $735,956 | -$42,726 | -5.49% | |
| J.W. Cole Advisors, Inc. | 0.01% | 15,356 | $756,320 | $714,822 | -$41,498 | -5.49% | |
| Safeguard Investment Advisory Group, Llc | 0.16% | 14,303 | $704,457 | $665,805 | -$38,652 | -5.49% | |
| Vestgen Advisors, Llc | 0.02% | 14,041 | $629,733 | $653,609 | +$23,876 | +3.79% | |
| Gwn Securities Inc. | 0.08% | 9,513 | $468,512 | $442,830 | -$25,682 | -5.48% | |
| Latitude Advisors, Llc | 0.14% | 10,150 | $455,228 | $472,483 | +$17,255 | +3.79% | |
| Private Advisor Group, Llc | 0.00% | 9,204 | $453,319 | $428,446 | -$24,873 | -5.49% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,171 | $451,692 | $426,910 | -$24,782 | -5.49% | |
| Osaic Holdings, Inc. | 0.00% | 8,317 | $409,581 | $387,156 | -$22,425 | -5.48% | |
| Sanctuary Advisors, Llc | 0.00% | 7,007 | $345,101 | $326,176 | -$18,925 | -5.48% | |
| Elevated Capital Advisors, Llc | 0.09% | 6,537 | $321,953 | $304,297 | -$17,656 | -5.48% | |
| Td Private Client Wealth Llc | 0.01% | 6,782 | $304,173 | $315,702 | +$11,529 | +3.79% | |
| Amtrust Financial Services, Inc. | 0.08% | 5,943 | $266,544 | $276,647 | +$10,103 | +3.79% |
Frequently asked questions about ILTB
Who are the largest institutional holders of ILTB?
The largest institutional holders of ILTB reported in the latest SEC Form 13F filings include Bank Of America Corp, Hudock, Inc., Retiremitten Financial Llc, Arkadios Wealth Advisors, and Goldman Sachs Group Inc. InsiderSet ranks institutional holders by their latest reported ILTB position.
What is ILTB institutional ownership?
This page tracks ILTB positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE 10+ YEAR USD BO (ILTB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own ILTB?
InsiderSet currently tracks 90 institutional managers reporting ILTB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of ILTB shareholders.
How much ILTB stock do institutions own?
Institutional investment managers disclosed approximately $319.02M in ILTB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was ILTB institutional ownership last updated?
The latest ILTB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional ILTB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its ILTB position after the reporting date.
Are institutions buying or selling ILTB?
Institutional buying and selling can be analyzed by comparing ILTB positions across consecutive 13F reporting periods. InsiderSet's ILTB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View ILTB ownership changes.
How has ILTB institutional ownership changed over time?
InsiderSet tracks ILTB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.