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 |
|---|---|---|---|---|---|
|
Keystone Wealth Services, LLC
|
Jan 26, 2026 Q4 2025 |
22,382
shares
|
$1.04 Million
0.25% of portfolio
|
Q4 2025
Added 12.57%
|
|
|
Aspire Wealth Management Corp
Waltham, MA |
Oct 31, 2024 Q3 2024 |
22,166
shares
|
$1.03 Million
0.6% of portfolio
|
Q3 2024
Added 36.52%
|
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
May 14, 2025 Q1 2025 |
21,948
shares
|
$1.02 Million
1.54% of portfolio
|
Q1 2025
New holding
|
|
|
Heritage Family Offices, LLP
Scottsdale, AZ |
Jan 12, 2026 Q4 2025 |
21,947
shares
|
$1.02 Million
0.46% of portfolio
|
Q4 2025
Reduced 1.15%
|
|
|
Certus Wealth Management, LLC
Redwood City, CA |
Nov 07, 2025 Q3 2025 |
21,857
shares
|
$1.02 Million
0.66% of portfolio
|
Q3 2025
Reduced 15.07%
|
|
|
Morris Financial Concepts, Inc.
|
Oct 21, 2025 Q3 2025 |
21,681
shares
|
$1.01 Million
0.37% of portfolio
|
Q3 2025
Added 4.68%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
21,086
shares
|
$982,396
0.04% of portfolio
|
Q4 2025
Reduced 0.05%
|
|
|
Payne Capital LLC
Lake Oswego, OR |
Jan 20, 2026 Q4 2025 |
21,054
shares
|
$980,905
1.0% of portfolio
|
Q4 2025
Added 0.71%
|
|
|
Tsfg, LLC
|
Nov 04, 2025 Q3 2025 |
20,936
shares
|
$975,408
0.16% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
20,914
shares
|
$974,383
0.17% of portfolio
|
Q3 2024
Reduced 21.08%
|
|
|
Detalus Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
20,861
shares
|
$971,913
0.27% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Caliber Wealth Management, LLC / Ks
Overland Park, KS |
Jan 28, 2026 Q4 2025 |
20,759
shares
|
$967,161
0.1% of portfolio
|
Q4 2025
Reduced 2.06%
|
|
|
Twelve Points Wealth Management LLC
|
Jan 22, 2026 Q4 2025 |
20,685
shares
|
$963,714
0.24% of portfolio
|
Q4 2025
Added 136.05%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2025 Q3 2025 |
20,510
shares
|
$955,560
0.04% of portfolio
|
Q3 2025
Reduced 99.39%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 28, 2025 Q3 2025 |
20,436
shares
|
$952,113
0.59% of portfolio
|
Q3 2025
Added 5.96%
|
|
|
Eq LLC
Mercer Island, WA |
Nov 06, 2025 Q3 2025 |
20,355
shares
|
$948,339
0.4% of portfolio
|
Q3 2025
Reduced 12.78%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 12, 2025 Q3 2025 |
19,985
shares
|
$931,101
0.13% of portfolio
|
Q3 2025
Reduced 14.53%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
19,749
shares
|
$920,105
0.12% of portfolio
|
Q3 2025
Added 8.39%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
19,706
shares
|
$918,102
0.02% of portfolio
|
Q3 2025
Reduced 11.64%
|
|
|
Belpointe Asset Management LLC
|
Jan 27, 2026 Q4 2025 |
19,555
shares
|
$911,067
0.03% of portfolio
|
Q4 2025
Added 13.69%
|
|
|
Fortis Capital Advisors, LLC
Reno, NV |
Jan 27, 2026 Q4 2025 |
19,555
shares
|
$911,067
0.13% of portfolio
|
Q4 2025
Added 13.69%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 12, 2026 Q4 2025 |
19,534
shares
|
$910,089
0.2% of portfolio
|
Q4 2025
Reduced 23.29%
|
|
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
Nov 06, 2025 Q3 2025 |
19,392
shares
|
$903,473
0.28% of portfolio
|
Q3 2025
Reduced 18.2%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 12, 2025 Q3 2025 |
19,319
shares
|
$900,072
0.08% of portfolio
|
Q3 2025
Reduced 22.35%
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
Nov 14, 2025 Q3 2025 |
19,090
shares
|
$889,403
0.73% of portfolio
|
Q3 2025
Reduced 16.27%
|
|