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 810 institutions that hold shares in the stock, with a total of 703 Million shares, which have been reported (via 13F filing form) to have a value of $32.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
107,056
shares
|
$4.89 Million
2.84% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
105,908
shares
|
$4.84 Million
2.63% of portfolio
|
Q4 2023
Reduced 14.19%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
103,322
shares
|
$4.72 Million
2.6% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
102,751
shares
|
$4.7 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
102,391
shares
|
$4.68 Million
0.99% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
99,361
shares
|
$4.54 Million
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
97,928
shares
|
$4.48 Million
1.33% of portfolio
|
Q1 2025
Reduced 81.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
96,700
shares
|
$4.42 Million
0.04% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
May 22, 2025 Q1 2025 |
95,359
shares
|
$4.36 Million
1.51% of portfolio
|
Q1 2025
Reduced 3.54%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Apr 14, 2025 Q1 2025 |
93,062
shares
|
$4.25 Million
2.14% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Apr 23, 2025 Q1 2025 |
93,052
shares
|
$4.25 Million
2.01% of portfolio
|
Q1 2025
Reduced 0.34%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
92,832
shares
|
$4.24 Million
3.95% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
92,697
shares
|
$4.24 Million
1.47% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
91,630
shares
|
$4.19 Million
0.08% of portfolio
|
Q4 2022
Added 44.12%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
91,397
shares
|
$4.18 Million
0.14% of portfolio
|
Q1 2025
Added 420.78%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
91,375
shares
|
$4.18 Million
0.47% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
91,008
shares
|
$4.16 Million
2.11% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
90,475
shares
|
$4.13 Million
2.28% of portfolio
|
Q1 2025
Reduced 51.01%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
89,363
shares
|
$4.08 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
89,309
shares
|
$4.08 Million
0.17% of portfolio
|
Q1 2025
Added 36.51%
|
|
|
Moneywise, Inc.
|
Apr 22, 2025 Q1 2025 |
89,154
shares
|
$4.07 Million
2.33% of portfolio
|
Q1 2025
Reduced 23.53%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
88,921
shares
|
$4.06 Million
0.0% of portfolio
|
Q1 2025
Added 132.25%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
88,763
shares
|
$4.06 Million
2.56% of portfolio
|
Q1 2025
Reduced 23.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
88,703
shares
|
$4.05 Million
0.13% of portfolio
|
Q1 2025
Reduced 32.99%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
87,643
shares
|
$4.01 Million
0.23% of portfolio
|
Q1 2025
Added 9.69%
|