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 810 institutions that hold shares in the stock, with a total of 703 Million shares, which have been reported (via 13F filing form) to have a value of $32.1 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
13,130
shares
|
$600,041
0.24% of portfolio
|
Q2 2022
Reduced 8.74%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
13,060
shares
|
$596,842
0.03% of portfolio
|
Q1 2025
Added 52.84%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
12,914
shares
|
$590,169
0.19% of portfolio
|
Q1 2025
Reduced 1.37%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
12,913
shares
|
$590,124
0.02% of portfolio
|
Q1 2024
Reduced 13.27%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
12,882
shares
|
$588,707
0.45% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
12,760
shares
|
$583,132
0.02% of portfolio
|
Q1 2025
Reduced 46.18%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
12,747
shares
|
$582,537
0.01% of portfolio
|
Q1 2025
Reduced 81.1%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
12,573
shares
|
$574,586
0.1% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
12,568
shares
|
$574,357
0.01% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
12,473
shares
|
$570,016
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
12,379
shares
|
$565,720
0.08% of portfolio
|
Q1 2025
Reduced 56.26%
|
|
|
Accurate Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
12,279
shares
|
$561,150
0.12% of portfolio
|
Q1 2025
Reduced 45.96%
|
|
|
Spectrum Strategic Capital Management, LLC
Corvallis, OR |
May 14, 2025 Q1 2025 |
12,190
shares
|
$557,083
0.37% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Cahaba Wealth Management, Inc.
|
May 01, 2025 Q1 2025 |
12,027
shares
|
$549,633
0.05% of portfolio
|
Q1 2025
Added 0.53%
|
|
|
Long View Wealth Management
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
11,987
shares
|
$547,805
0.17% of portfolio
|
Q1 2025
Added 1.72%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
11,878
shares
|
$542,824
0.02% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Lpwm LLC
Minneapolis, MN |
Apr 14, 2025 Q1 2025 |
11,180
shares
|
$510,926
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
11,022
shares
|
$503,705
0.08% of portfolio
|
Q1 2025
Reduced 96.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,839
shares
|
$495,342
0.01% of portfolio
|
Q2 2024
Added 3.57%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
10,811
shares
|
$494,062
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
10,805
shares
|
$493,788
0.06% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
10,662
shares
|
$487,253
0.37% of portfolio
|
Q1 2025
Reduced 21.76%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,603
shares
|
$484,557
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Financial Group
|
Apr 10, 2025 Q1 2025 |
10,596
shares
|
$484,237
0.06% of portfolio
|
Q1 2025
Reduced 3.21%
|
|
|
Heritage Wealth Management, LLC
Phoenix, AZ |
Jul 30, 2024 Q2 2024 |
10,487
shares
|
$479,255
0.27% of portfolio
|
Q2 2024
Added 10.42%
|