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 |
|---|---|---|---|---|---|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Jul 10, 2025 Q2 2025 |
30,253
shares
|
$1.42 Million
0.53% of portfolio
|
Q2 2025
Reduced 5.13%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 10, 2025 Q3 2025 |
30,075
shares
|
$1.41 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Oct 23, 2025 Q3 2025 |
30,040
shares
|
$1.41 Million
0.08% of portfolio
|
Q3 2025
Added 11.91%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
29,778
shares
|
$1.4 Million
0.32% of portfolio
|
Q3 2025
Reduced 1.07%
|
|
|
Stephens Inc
|
Jul 29, 2025 Q2 2025 |
29,770
shares
|
$1.4 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 14, 2025 Q3 2025 |
29,565
shares
|
$1.39 Million
0.43% of portfolio
|
Q3 2025
Reduced 6.85%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
29,564
shares
|
$1.39 Million
0.66% of portfolio
|
Q2 2025
Reduced 11.27%
|
|
|
Retireful, LLC
|
Oct 17, 2025 Q3 2025 |
29,513
shares
|
$1.39 Million
1.4% of portfolio
|
Q3 2025
New holding
|
|
|
Visionary Horizons, LLC
Knoxville, TN |
Oct 23, 2025 Q3 2025 |
29,348
shares
|
$1.38 Million
0.76% of portfolio
|
Q3 2025
Added 23.35%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
28,753
shares
|
$1.35 Million
0.03% of portfolio
|
Q2 2025
Added 11.88%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Aug 07, 2025 Q2 2025 |
28,670
shares
|
$1.35 Million
0.43% of portfolio
|
Q2 2025
Reduced 9.11%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Oct 20, 2025 Q3 2025 |
28,078
shares
|
$1.32 Million
0.82% of portfolio
|
Q3 2025
Added 0.73%
|
|
|
American National Bank & Trust CO /Va/
Danville, VA |
Apr 19, 2024 Q1 2024 |
27,620
shares
|
$1.3 Million
0.3% of portfolio
|
Q1 2024
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
27,617
shares
|
$1.3 Million
0.2% of portfolio
|
Q2 2025
Added 1.82%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
27,614
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2025
Added 12.85%
|
|
|
Msh Capital Advisors LLC
Scottsdale, AZ |
Jul 23, 2025 Q2 2025 |
27,608
shares
|
$1.3 Million
0.37% of portfolio
|
Q2 2025
Added 7.83%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
26,826
shares
|
$1.26 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
26,642
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2025
Reduced 17.96%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
26,055
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
Added 30.69%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
26,054
shares
|
$1.23 Million
0.73% of portfolio
|
Q2 2025
Reduced 3.86%
|
|
|
Windward Private Wealth Management Inc.
|
Jul 21, 2025 Q2 2025 |
25,906
shares
|
$1.22 Million
0.43% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
25,874
shares
|
$1.22 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Jul 24, 2025 Q2 2025 |
25,736
shares
|
$1.21 Million
0.8% of portfolio
|
Q2 2024
Added 11.47%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 13, 2025 Q2 2025 |
25,502
shares
|
$1.2 Million
0.17% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
ETF Portfolio Partners, Inc.
|
Oct 21, 2025 Q3 2025 |
25,479
shares
|
$1.2 Million
0.32% of portfolio
|
Q3 2025
Added 2.44%
|