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 |
|---|---|---|---|---|---|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Oct 07, 2025 Q3 2025 |
22,202
shares
|
$1.04 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.62%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
22,166
shares
|
$1.04 Million
0.6% of portfolio
|
Q3 2024
Added 36.52%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
21,948
shares
|
$1.03 Million
1.54% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Advisors Asset Management, Inc
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
21,840
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2025
Added 9.5%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
21,681
shares
|
$1.02 Million
0.37% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2025 Q2 2025 |
21,668
shares
|
$1.02 Million
0.2% of portfolio
|
Q2 2025
Reduced 3.34%
|
|
|
17 Capital Partners, LLC
|
May 13, 2025 Q1 2025 |
21,377
shares
|
$1.01 Million
0.64% of portfolio
|
Q1 2025
Added 18.46%
|
|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
21,099
shares
|
$992,285
0.18% of portfolio
|
Q2 2025
Reduced 86.91%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
21,096
shares
|
$992,144
0.04% of portfolio
|
Q3 2025
Added 2.69%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
21,064
shares
|
$990,639
0.36% of portfolio
|
Q2 2025
Added 7.51%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
20,914
shares
|
$983,585
0.17% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
|
Detalus Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
20,576
shares
|
$967,689
0.3% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
20,384
shares
|
$958,659
0.35% of portfolio
|
Q1 2025
Reduced 98.74%
|
|
|
Keystone Wealth Services, LLC
|
Oct 22, 2025 Q3 2025 |
19,883
shares
|
$935,097
0.22% of portfolio
|
Q3 2025
Reduced 77.04%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
19,828
shares
|
$932,510
0.14% of portfolio
|
Q3 2025
Added 72.78%
|
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
19,782
shares
|
$930,347
0.34% of portfolio
|
Q2 2025
Reduced 11.09%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
19,749
shares
|
$928,795
0.12% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Kelly Financial Group LLC
Wethersfield, CT |
Oct 22, 2025 Q3 2025 |
19,471
shares
|
$915,721
0.24% of portfolio
|
Q3 2025
Added 0.12%
|
|
|
Hershey Financial Advisers, LLC
Lancaster, PA |
Aug 18, 2025 Q2 2025 |
19,352
shares
|
$910,124
0.8% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Jul 24, 2025 Q2 2025 |
19,286
shares
|
$907,020
0.6% of portfolio
|
Q2 2025
Added 1.14%
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
19,248
shares
|
$905,233
0.03% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
19,232
shares
|
$904,480
0.2% of portfolio
|
Q2 2025
Added 28.86%
|
|
|
Accredited Wealth Management, LLC
Louisville, KY |
Aug 12, 2025 Q2 2025 |
19,115
shares
|
$898,978
0.72% of portfolio
|
Q2 2025
Added 15.05%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
19,062
shares
|
$896,485
0.07% of portfolio
|
Q2 2025
Reduced 33.57%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 04, 2025 Q2 2025 |
18,943
shares
|
$890,889
0.91% of portfolio
|
Q2 2025
Reduced 10.35%
|