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 776 institutions that hold shares in the stock, with a total of 701 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
30,844
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
30,821
shares
|
$1.42 Million
0.46% of portfolio
|
Q4 2024
Reduced 20.12%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,702
shares
|
$1.41 Million
0.59% of portfolio
|
Q3 2023
Reduced 33.92%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
29,589
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
29,532
shares
|
$1.36 Million
0.88% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,379
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2024
Added 136.36%
|
|
|
True Wealth Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
29,164
shares
|
$1.34 Million
0.5% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
29,048
shares
|
$1.34 Million
0.05% of portfolio
|
Q4 2024
Added 62.92%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
28,732
shares
|
$1.32 Million
0.16% of portfolio
|
Q4 2024
Reduced 10.31%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
28,453
shares
|
$1.31 Million
0.09% of portfolio
|
Q4 2024
Added 39.32%
|
|
|
Eq LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
28,309
shares
|
$1.3 Million
0.6% of portfolio
|
Q4 2024
Reduced 16.19%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Feb 10, 2025 Q4 2024 |
28,306
shares
|
$1.3 Million
0.49% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Windward Private Wealth Management Inc.
|
Jan 29, 2025 Q4 2024 |
28,129
shares
|
$1.29 Million
0.5% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Appleton Partners Inc
|
Jan 28, 2025 Q4 2024 |
28,087
shares
|
$1.29 Million
0.09% of portfolio
|
Q4 2024
Reduced 5.01%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
27,888
shares
|
$1.28 Million
0.07% of portfolio
|
Q4 2024
Reduced 85.87%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Feb 24, 2025 Q4 2024 |
27,773
shares
|
$1.28 Million
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
27,620
shares
|
$1.27 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
27,377
shares
|
$1.26 Million
0.14% of portfolio
|
Q4 2024
Added 3.67%
|
|
|
Sofi Wealth, LLC
|
Feb 04, 2025 Q4 2024 |
26,993
shares
|
$1.24 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
26,826
shares
|
$1.23 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
ETF Portfolio Partners, Inc.
|
Jan 21, 2025 Q4 2024 |
26,809
shares
|
$1.23 Million
0.36% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Feb 03, 2025 Q4 2024 |
26,723
shares
|
$1.23 Million
1.13% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
26,686
shares
|
$1.23 Million
0.21% of portfolio
|
Q4 2024
Reduced 2.13%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
26,676
shares
|
$1.23 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.06%
|
|
|
Nbt Bank N A
|
Feb 07, 2025 Q4 2024 |
26,649
shares
|
$1.23 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.64%
|