ISHARES CORE 10+ YEAR USD BO (ILTB) Top Institutional Shareholders
ISHARES CORE 10+ YEAR USD BO (ILTB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $377.73M in ILTB holdings during the latest filing period.
Bank Of America Corp is currently the largest disclosed institutional shareholder of ILTB tracked by InsiderSet, reporting ownership valued at approximately $106.13M in its March 31, 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 $106.65M, representing an estimated gain of +0.49% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 77% of the total disclosed ILTB value among the investors covered in this analysis. Major shareholders include Bank Of America Corp, Ae Wealth Management Llc, Independent Financial Group, 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
86
Total Reported Value
$377.73M
Largest Holder
Bank Of America Corp
Largest Position
$106.13M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
99
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Bank Of America Corp | 0.01% | 2,166,774 | $106,128,584 | $106,648,616 | +$520,032 | +0.49% | |
| Ae Wealth Management Llc | 0.35% | 1,302,828 | $63,812,603 | $64,125,194 | +$312,591 | +0.49% | |
| Independent Financial Group, Llc | 0.37% | 415,250 | $30,333,011 | $20,438,605 | -$9,894,406 | -32.62% | |
| Ameriprise Financial Inc | 0.01% | 541,061 | $26,502,096 | $26,631,022 | +$128,926 | +0.49% | |
| Focus Financial Network, Inc. | 0.45% | 254,176 | $12,449,523 | $12,510,543 | +$61,020 | +0.49% | |
| Retiremitten Financial Llc | 6.00% | 253,473 | $12,415,097 | $12,475,941 | +$60,844 | +0.49% | |
| Cedar Mountain Advisors, Llc | 2.34% | 243,947 | $11,948,510 | $12,007,071 | +$58,561 | +0.49% | |
| Blackrock, Inc. | 0.00% | 205,417 | $10,061,325 | $10,110,625 | +$49,300 | +0.49% | |
| Verde Capital Management | 1.83% | 174,574 | $8,550,683 | $8,592,532 | +$41,849 | +0.49% | |
| Wells Fargo & Company/Mn | 0.00% | 171,250 | $8,387,824 | $8,428,925 | +$41,101 | +0.49% | |
| Ubs Group Ag | 0.00% | 170,277 | $8,340,167 | $8,381,034 | +$40,867 | +0.49% | |
| Lpl Financial Llc | 0.00% | 133,533 | $6,540,463 | $6,572,494 | +$32,031 | +0.49% | |
| Morgan Stanley | 0.00% | 122,798 | $6,014,698 | $6,044,118 | +$29,420 | +0.49% | |
| Etf Portfolio Partners, Inc. | 1.35% | 105,011 | $5,143,439 | $5,168,641 | +$25,202 | +0.49% | |
| Arkadios Wealth Advisors | 0.07% | 91,731 | $4,492,988 | $4,515,000 | +$22,012 | +0.49% | |
| Creative Financial Designs Inc | 0.25% | 83,439 | $4,086,858 | $4,106,868 | +$20,010 | +0.49% | |
| Cetera Investment Advisers | 0.00% | 82,465 | $4,039,152 | $4,058,927 | +$19,775 | +0.49% | |
| Envestnet Asset Management Inc | 0.00% | 76,487 | $3,746,337 | $3,764,690 | +$18,353 | +0.49% | |
| Creativeone Wealth, Llc | 0.08% | 71,940 | $3,523,609 | $3,540,887 | +$17,278 | +0.49% | |
| Keybank National Association/Oh | 0.01% | 68,357 | $3,348,126 | $3,364,532 | +$16,406 | +0.49% | |
| Schmidt P J Investment Management Inc | 0.54% | 65,719 | $3,218,929 | $3,234,689 | +$15,760 | +0.49% | |
| Jones Financial Companies Lllp | 0.00% | 55,990 | $2,703,745 | $2,755,828 | +$52,083 | +1.93% | |
| Raymond James Financial Inc | 0.00% | 49,505 | $2,424,751 | $2,436,636 | +$11,885 | +0.49% | |
| Wealthfront Advisers Llc | 0.01% | 47,846 | $2,343,497 | $2,354,980 | +$11,483 | +0.49% | |
| Independent Wealth Network Inc. | 0.68% | 46,858 | $2,295,102 | $2,306,351 | +$11,249 | +0.49% | |
| Equitable Holdings, Inc. | 0.01% | 38,924 | $1,933,984 | $1,915,839 | -$18,145 | -0.94% | |
| Citadel Advisors Llc | 0.00% | 38,905 | $1,905,567 | $1,914,904 | +$9,337 | +0.49% | |
| Sound Income Strategies, Llc | 0.09% | 39,008 | $1,904,363 | $1,919,974 | +$15,611 | +0.82% | |
| Tounjian Advisory Partners, Llc | 0.66% | 37,538 | $1,838,630 | $1,847,620 | +$8,990 | +0.49% | |
| Royal Bank Of Canada | 0.00% | 34,955 | $1,713,000 | $1,720,485 | +$7,485 | +0.44% | |
| Prospera Financial Services Inc | 0.03% | 33,679 | $1,650,770 | $1,657,680 | +$6,910 | +0.42% | |
| Goldstone Financial Group, Llc | 0.16% | 29,807 | $1,459,949 | $1,467,101 | +$7,152 | +0.49% | |
| Cresta Advisors, Ltd. | 0.45% | 22,570 | $1,105,479 | $1,110,895 | +$5,416 | +0.49% | |
| Elevated Capital Advisors, Llc | 0.26% | 21,108 | $1,033,889 | $1,038,936 | +$5,047 | +0.49% | |
| Mml Investors Services, Llc | 0.00% | 19,992 | $979,195 | $984,006 | +$4,811 | +0.49% | |
| Summit Wealth Partners, Llc | 0.13% | 16,894 | $827,472 | $831,523 | +$4,051 | +0.49% | |
| Safeguard Investment Advisory Group, Llc | 0.21% | 15,193 | $744,158 | $747,799 | +$3,641 | +0.49% | |
| Jane Street Group, Llc | 0.00% | 13,880 | $679,842 | $683,174 | +$3,332 | +0.49% | |
| Vestgen Advisors, Llc | 0.02% | 11,517 | $560,690 | $566,867 | +$6,177 | +1.10% | |
| Commonwealth Equity Services, Llc | 0.00% | 11,133 | $545,277 | $547,966 | +$2,689 | +0.49% | |
| Latitude Advisors, Llc | 0.23% | 10,150 | $497,147 | $499,583 | +$2,436 | +0.49% | |
| Gwn Securities Inc. | 0.09% | 9,247 | $452,965 | $455,137 | +$2,172 | +0.48% | |
| Private Advisor Group, Llc | 0.00% | 9,012 | $441,421 | $443,571 | +$2,150 | +0.49% | |
| Sanctuary Advisors, Llc | 0.00% | 8,226 | $402,909 | $404,884 | +$1,975 | +0.49% | |
| Osaic Holdings, Inc. | 0.00% | 7,850 | $384,254 | $386,377 | +$2,123 | +0.55% | |
| Triad Wealth Partners, Llc | 0.03% | 7,074 | $346,481 | $348,182 | +$1,701 | +0.49% | |
| Advisory Services Network, Llc | 0.00% | 6,935 | $339,677 | $341,341 | +$1,664 | +0.49% | |
| Crescent Grove Advisors, Llc | 0.03% | 6,765 | $331,350 | $332,973 | +$1,623 | +0.49% | |
| Td Private Client Wealth Llc | 0.01% | 6,234 | $305,341 | $306,837 | +$1,496 | +0.49% | |
| Planwiser Financial, Llc | 0.22% | 6,110 | $302,262 | $300,734 | -$1,528 | -0.51% |
Frequently asked questions about ILTB
Who owns the most ILTB stock?
The largest holders of ILTB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE 10+ YEAR USD BO (ILTB).
Is ILTB widely held by superinvestors?
Many widely followed stocks like ILTB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly ILTB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.