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 876 institutions that hold shares in the stock, with a total of 695 Million shares, which have been reported (via 13F filing form) to have a value of $32.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 07, 2026 Q4 2025 |
61,228
shares
|
$2.85 Million
1.8% of portfolio
|
Q4 2025
Reduced 6.18%
|
|
|
Seneca Financial Advisors LLC
Rochester, NY |
Jan 26, 2026 Q4 2025 |
60,822
shares
|
$2.83 Million
0.86% of portfolio
|
Q4 2025
Added 1.29%
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Nov 04, 2025 Q3 2025 |
60,815
shares
|
$2.83 Million
0.5% of portfolio
|
Q3 2025
Added 178.46%
|
|
|
Forefront Wealth Partners, LLC
Austin, TX |
Oct 20, 2025 Q3 2025 |
60,529
shares
|
$2.82 Million
0.71% of portfolio
|
Q3 2025
Reduced 8.21%
|
|
|
Secure Asset Management, LLC
|
Jan 20, 2026 Q4 2025 |
60,499
shares
|
$2.82 Million
0.46% of portfolio
|
Q4 2025
Added 64.89%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
60,421
shares
|
$2.82 Million
0.15% of portfolio
|
Q4 2025
Added 118.81%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
60,135
shares
|
$2.8 Million
0.01% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
57,724
shares
|
$2.69 Million
0.26% of portfolio
|
Q4 2022
Added 20.57%
|
|
|
Sage Guard Financial Group, LLC
Goodlettsville, TN |
Jan 27, 2026 Q4 2025 |
56,832
shares
|
$2.65 Million
0.42% of portfolio
|
Q4 2025
New holding
|
|
|
Clearview Wealth Advisors LLC
|
Oct 24, 2025 Q3 2025 |
56,824
shares
|
$2.65 Million
1.76% of portfolio
|
Q3 2025
Added 2.18%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
55,761
shares
|
$2.6 Million
0.01% of portfolio
|
Q3 2025
Added 67.07%
|
|
|
Patriot Investment Management Inc.
|
Jan 23, 2026 Q4 2025 |
55,387
shares
|
$2.58 Million
0.17% of portfolio
|
Q4 2025
Added 25.97%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Jan 21, 2026 Q4 2025 |
54,272
shares
|
$2.53 Million
0.81% of portfolio
|
Q4 2025
Added 4.93%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 12, 2026 Q4 2025 |
54,197
shares
|
$2.53 Million
0.2% of portfolio
|
Q4 2025
Reduced 13.42%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Nov 12, 2025 Q3 2025 |
53,682
shares
|
$2.5 Million
1.05% of portfolio
|
Q3 2025
Reduced 2.09%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
53,475
shares
|
$2.49 Million
0.45% of portfolio
|
Q1 2025
Reduced 54.8%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jan 23, 2026 Q4 2025 |
52,454
shares
|
$2.44 Million
0.39% of portfolio
|
Q4 2025
Reduced 1.05%
|
|
|
Strategy Asset Managers LLC
|
Nov 04, 2025 Q3 2025 |
52,160
shares
|
$2.43 Million
0.44% of portfolio
|
Q3 2025
Added 293.24%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Oct 27, 2025 Q3 2025 |
52,158
shares
|
$2.43 Million
0.41% of portfolio
|
Q3 2025
Reduced 14.9%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 29, 2026 Q4 2025 |
51,690
shares
|
$2.41 Million
0.03% of portfolio
|
Q4 2025
Added 18.95%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
51,629
shares
|
$2.41 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
51,488
shares
|
$2.4 Million
0.05% of portfolio
|
Q3 2025
Added 79.07%
|
|
|
Emergent Wealth Advisors, LLC
Williamsville, NY |
Jan 13, 2026 Q4 2025 |
50,536
shares
|
$2.35 Million
1.32% of portfolio
|
Q4 2025
Reduced 7.98%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
50,530
shares
|
$2.35 Million
0.04% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
50,342
shares
|
$2.35 Million
0.08% of portfolio
|
Q3 2025
Reduced 1.31%
|
|