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 |
|---|---|---|---|---|---|
|
Maia Wealth LLC
Denver, CO |
Aug 12, 2025 Q2 2025 |
101,364
shares
|
$4.77 Million
0.89% of portfolio
|
Q2 2025
Reduced 9.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
101,288
shares
|
$4.76 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.61%
|
|
|
Theory Financial LLC
Fort Collins, CO |
Aug 11, 2025 Q2 2025 |
98,183
shares
|
$4.62 Million
1.87% of portfolio
|
Q2 2025
Reduced 15.49%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
95,449
shares
|
$4.49 Million
0.02% of portfolio
|
Q4 2024
Added 3.89%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
95,253
shares
|
$4.48 Million
0.09% of portfolio
|
Q2 2025
Added 14.28%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
93,987
shares
|
$4.42 Million
0.62% of portfolio
|
Q3 2025
Reduced 20.27%
|
|
|
Lansing Street Advisors
|
Jul 23, 2025 Q2 2025 |
93,405
shares
|
$4.39 Million
1.33% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
91,637
shares
|
$4.31 Million
0.13% of portfolio
|
Q2 2025
Added 2.61%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2025 Q2 2025 |
91,163
shares
|
$4.29 Million
0.45% of portfolio
|
Q2 2025
Reduced 31.9%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
89,793
shares
|
$4.22 Million
0.03% of portfolio
|
Q2 2025
Reduced 7.14%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
89,450
shares
|
$4.21 Million
2.04% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
89,370
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.39%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
89,170
shares
|
$4.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 22.59%
|
|
|
White Lighthouse Investment Management Inc.
|
Jul 30, 2025 Q2 2025 |
87,996
shares
|
$4.14 Million
0.66% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
87,314
shares
|
$4.11 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
85,521
shares
|
$4.02 Million
0.21% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
85,345
shares
|
$4.01 Million
1.69% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
83,934
shares
|
$3.95 Million
1.17% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
82,781
shares
|
$3.89 Million
3.0% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
80,477
shares
|
$3.78 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
80,338
shares
|
$3.78 Million
0.12% of portfolio
|
Q2 2025
Added 5.0%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
79,819
shares
|
$3.75 Million
1.05% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
79,725
shares
|
$3.75 Million
1.91% of portfolio
|
Q2 2025
Reduced 11.88%
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 14, 2025 Q3 2025 |
79,312
shares
|
$3.73 Million
0.71% of portfolio
|
Q3 2025
Reduced 39.72%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
78,240
shares
|
$3.68 Million
1.9% of portfolio
|
Q2 2025
Added 9.89%
|