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 686 institutions that hold shares in the stock, with a total of 628 Million shares, which have been reported (via 13F filing form) to have a value of $28.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
13,806
shares
|
$634,109
0.11% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
13,731
shares
|
$630,664
0.07% of portfolio
|
Q2 2024
Added 14.07%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
13,527
shares
|
$621,295
0.04% of portfolio
|
Q2 2024
Reduced 1.2%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
Jul 22, 2024 Q2 2024 |
13,456
shares
|
$618,034
0.52% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
|
Harbor Group, Inc.
|
Oct 08, 2024 Q3 2024 |
13,378
shares
|
$614,451
0.15% of portfolio
|
Q3 2024
Reduced 15.98%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
13,130
shares
|
$603,060
0.24% of portfolio
|
Q2 2022
Reduced 8.74%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Aug 06, 2024 Q2 2024 |
13,111
shares
|
$602,188
0.4% of portfolio
|
Q2 2024
Reduced 6.28%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
12,913
shares
|
$593,094
0.02% of portfolio
|
Q1 2024
Reduced 13.27%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Aug 08, 2024 Q2 2024 |
12,837
shares
|
$589,603
0.29% of portfolio
|
Q2 2024
New holding
|
|
|
17 Capital Partners, LLC
|
Jul 18, 2024 Q2 2024 |
12,722
shares
|
$584,321
0.41% of portfolio
|
Q2 2024
Added 9.5%
|
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
12,461
shares
|
$572,333
0.04% of portfolio
|
Q2 2024
Reduced 2.6%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
12,458
shares
|
$572,195
0.05% of portfolio
|
Q3 2024
Reduced 15.73%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
12,243
shares
|
$562,320
0.04% of portfolio
|
Q3 2024
Added 59.33%
|
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
12,082
shares
|
$554,926
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Stone X Group Inc.
|
Aug 07, 2024 Q2 2024 |
11,874
shares
|
$545,372
0.05% of portfolio
|
Q2 2024
Reduced 10.54%
|
|
|
Cahaba Wealth Management, Inc.
|
Oct 18, 2024 Q3 2024 |
11,834
shares
|
$543,535
0.05% of portfolio
|
Q3 2024
Reduced 16.06%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
11,828
shares
|
$543,260
0.22% of portfolio
|
Q3 2024
Added 9.0%
|
|
|
Retirement Capital Strategies
|
Aug 13, 2024 Q2 2024 |
11,813
shares
|
$542,571
0.21% of portfolio
|
Q2 2024
Reduced 96.82%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jul 31, 2024 Q2 2024 |
11,776
shares
|
$540,871
0.41% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
|
Howe & Rusling Inc
Rochester, NY |
Aug 13, 2024 Q2 2024 |
11,751
shares
|
$539,723
0.05% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
11,708
shares
|
$537,748
0.1% of portfolio
|
Q2 2024
Reduced 30.08%
|
|
|
Interchange Capital Partners, LLC
|
Oct 28, 2024 Q3 2024 |
11,707
shares
|
$537,702
0.2% of portfolio
|
Q3 2024
Added 24.68%
|
|
|
ETF Store, Inc.
|
Aug 05, 2024 Q2 2024 |
11,414
shares
|
$524,245
0.54% of portfolio
|
Q2 2024
Reduced 48.38%
|
|
|
Verity Asset Management, Inc.
Durham, NC |
Aug 08, 2024 Q2 2024 |
11,321
shares
|
$519,973
0.2% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
11,232
shares
|
$515,885
0.23% of portfolio
|
Q2 2024
Added 5.58%
|