ISHARES TR

Ticker: IMTB CUSIP: 46435G417 Class: CR 5 10 YR ETF

Note: Option positions (PUT/CALL) are excluded.

InstitutionSharesValue ($000)
Mariner, LLC1,172,885$51,842
Octavia Wealth Advisors, LLC669,077$29,573
Destination Wealth Management499,978$22,099
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC386,905$17,107
BANK OF AMERICA CORP /DE/221,424$9,787
Global Retirement Partners, LLC192,951$8,528
Ethos Capital Management, Inc.184,040$8,135
UBS Group AG160,061$7,075
PFG Advisors158,569$7,009
MORGAN STANLEY115,189$5,091
RAYMOND JAMES FINANCIAL INC107,718$4,761
LPL Financial LLC90,850$4,016
JPMORGAN CHASE & CO85,515$3,780
JANE STREET GROUP, LLC66,662$2,946
Summit Financial, LLC61,370$2,713
Steward Partners Investment Advisory, LLC46,840$2,070
CITADEL ADVISORS LLC43,039$1,902
PHILLIPS FINANCIAL MANAGEMENT, LLC41,269$1,824
OSAIC HOLDINGS, INC.32,228$1,427
ROYAL BANK OF CANADA31,637$1,398
Cannon Financial Strategists, Inc.26,412$1,167
5T Wealth, LLC24,874$1,099
SUSQUEHANNA INTERNATIONAL GROUP, LLP23,471$1,037
ENVESTNET ASSET MANAGEMENT INC21,771$962
Focus Partners Wealth11,407$504
Rice Partnership, LLC10,946$484
MML INVESTORS SERVICES, LLC10,675$472
Reliant Investment Partners, LLC9,986$441
Cambridge Investment Research Advisors, Inc.7,693$0
Charis Legacy Partners, LLC7,100$314
Concurrent Investment Advisors, LLC6,511$288
PRINCIPAL SECURITIES, INC.6,307$279
COMMONWEALTH EQUITY SERVICES, LLC6,230$275
JGP Wealth Management, LLC5,756$254
BANK OF MONTREAL /CAN/5,087$225
CHAPMAN FINANCIAL GROUP, LLC2,257$100
BLAIR WILLIAM & CO/IL1,870$83
Godfrey Financial Associates, Inc.1,314$58
Kestra Advisory Services, LLC1,196$53
EASTERN BANK1,008$45
Kopp Family Office, LLC911$40
NBC SECURITIES, INC.900$40
Geneos Wealth Management Inc.860$38
SIGNATUREFD, LLC761$34
Newbridge Financial Services Group, Inc.744$33
Archer Investment Corp673$30
WealthShield Partners, LLC555$25
Capital Investment Advisory Services, LLC500$22
PRIVATE TRUST CO NA345$15
Rockefeller Capital Management L.P.195$9
CITIGROUP INC179$8
Golden State Wealth Management, LLC153$7
Smartleaf Asset Management LLC65$3
HARBOUR INVESTMENTS, INC.49$2
Key Financial Inc2$0
WELLS FARGO & COMPANY/MN1$0
Total (56 institutions)4,566,971$201,528