Institutional Ownership Ishares Core Total Usd Bond Ma (IUSB)
This table provides information about the institutional ownership of Ishares Core Total Usd Bond Ma (IUSB). We have compiled data on the 821 institutions that hold shares in the stock, with a total of 694 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mount Yale Investment Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
133,923
shares
|
$6.3 Million
0.51% of portfolio
|
Q2 2025
Added 16.93%
|
|
|
Hoese & CO LLP
|
Oct 16, 2025 Q3 2025 |
131,867
shares
|
$6.2 Million
4.75% of portfolio
|
Q3 2025
Reduced 5.53%
|
|
|
Rcs Financial Planning, LLC
Annapolis, MD |
Jul 28, 2025 Q2 2025 |
130,898
shares
|
$6.16 Million
3.01% of portfolio
|
Q2 2025
Reduced 1.12%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
129,750
shares
|
$6.1 Million
0.21% of portfolio
|
Q2 2025
Reduced 12.05%
|
|
|
Pfw Advisors LLC
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
128,921
shares
|
$6.06 Million
1.78% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
127,878
shares
|
$6.01 Million
0.24% of portfolio
|
Q3 2022
Added 36.58%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Aug 12, 2025 Q2 2025 |
127,816
shares
|
$6.01 Million
0.5% of portfolio
|
Q2 2025
Added 203.91%
|
|
|
Regimen Wealth, LLC
Atlanta, GA |
Aug 06, 2025 Q2 2025 |
126,420
shares
|
$5.95 Million
1.81% of portfolio
|
Q2 2025
Reduced 20.41%
|
|
|
Bcu Wealth Advisors, LLC
Vernon Hills, IL |
Oct 15, 2025 Q3 2025 |
126,342
shares
|
$5.94 Million
2.39% of portfolio
|
Q3 2025
Reduced 17.22%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
125,834
shares
|
$5.92 Million
1.08% of portfolio
|
Q2 2025
Added 0.62%
|
|
|
Invesco Ltd.
Atlanta, GA |
Aug 13, 2025 Q2 2025 |
123,940
shares
|
$5.83 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.05%
|
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2025 Q2 2025 |
123,929
shares
|
$5.83 Million
0.51% of portfolio
|
Q2 2025
Reduced 20.53%
|
|
|
Swmg, LLC
Fort Worth, TX |
Oct 24, 2025 Q3 2025 |
122,595
shares
|
$5.77 Million
1.89% of portfolio
|
Q3 2025
Reduced 21.05%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
119,666
shares
|
$5.63 Million
3.65% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Oct 23, 2025 Q3 2025 |
115,264
shares
|
$5.42 Million
0.27% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
111,340
shares
|
$5.24 Million
1.15% of portfolio
|
Q3 2025
Reduced 4.19%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
111,191
shares
|
$5.23 Million
0.0% of portfolio
|
Q2 2025
Reduced 41.89%
|
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Aug 01, 2025 Q2 2025 |
109,603
shares
|
$5.15 Million
3.23% of portfolio
|
Q2 2025
Added 0.81%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
109,099
shares
|
$5.13 Million
2.5% of portfolio
|
Q2 2025
Added 1.91%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
108,625
shares
|
$5.11 Million
3.34% of portfolio
|
Q2 2023
Reduced 47.37%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
105,908
shares
|
$4.98 Million
2.63% of portfolio
|
Q4 2023
Reduced 14.19%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
104,715
shares
|
$4.92 Million
0.87% of portfolio
|
Q3 2025
Reduced 3.89%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Aug 14, 2025 Q2 2025 |
104,155
shares
|
$4.9 Million
3.5% of portfolio
|
Q2 2025
Added 55.56%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
103,322
shares
|
$4.86 Million
2.6% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
First Heartland Consultants, Inc.
|
Aug 15, 2025 Q2 2025 |
101,388
shares
|
$4.77 Million
0.46% of portfolio
|
Q2 2025
Added 18.49%
|