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 685 institutions that hold shares in the stock, with a total of 630 Million shares, which have been reported (via 13F filing form) to have a value of $28.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
3,000
shares
|
$137,790
0.01% of portfolio
|
Q3 2024
Reduced 6.04%
|
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
2,685
shares
|
$123,322
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
2,610
shares
|
$119,877
0.02% of portfolio
|
Q2 2024
Reduced 89.04%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
2,043
shares
|
$93,834
0.0% of portfolio
|
Q3 2024
Added 447.72%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 12, 2024 Q2 2024 |
2,035
shares
|
$93,467
0.06% of portfolio
|
Q2 2024
Added 64.25%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,975
shares
|
$90,711
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Cva Family Office, LLC
|
Oct 10, 2024 Q3 2024 |
1,969
shares
|
$90,436
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
1,909
shares
|
$87,680
0.01% of portfolio
|
Q3 2024
Added 11.9%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
1,897
shares
|
$87,129
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
1,798
shares
|
$82,582
0.01% of portfolio
|
Q3 2024
Added 6.96%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
1,786
shares
|
$82,030
0.01% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
1,778
shares
|
$81,663
0.28% of portfolio
|
Q2 2022
New holding
|
|
|
Iron Horse Wealth Management, LLC
|
Oct 22, 2024 Q3 2024 |
1,724
shares
|
$79,183
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Rgt Wealth Advisors, LLC
|
Nov 08, 2022 Q3 2022 |
1,684
shares
|
$77,346
0.01% of portfolio
|
Q3 2022
Reduced 96.0%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,567
shares
|
$71,972
0.0% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
1,544
shares
|
$70,915
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
1,374
shares
|
$63,107
0.0% of portfolio
|
Q2 2024
Reduced 65.31%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
1,286
shares
|
$59,065
0.0% of portfolio
|
Q3 2023
Reduced 0.08%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2024 Q3 2024 |
1,241
shares
|
$56,999
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,210
shares
|
$55,575
0.0% of portfolio
|
Q3 2023
Added 24.86%
|
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
1,202
shares
|
$55,207
0.11% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
1,118
shares
|
$51,349
0.01% of portfolio
|
Q3 2024
Added 34.38%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
1,110
shares
|
$50,982
0.0% of portfolio
|
Q3 2022
Reduced 11.62%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
938
shares
|
$43,082
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Family Asset Management, LLC
Charleston, SC |
Aug 01, 2024 Q2 2024 |
884
shares
|
$40,602
0.03% of portfolio
|
Q2 2024
Added 2.67%
|