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 662 institutions that hold shares in the stock, with a total of 605 Million shares, which have been reported (via 13F filing form) to have a value of $27.2 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Ronald Blue Trust, Inc.
Brentwood, TN |
May 01, 2024 Q1 2024 |
965,138
shares
|
$43.4 Million
0.63% of portfolio
|
Q1 2024
Added 14.54%
|
|
Stone House Investment Management, LLC
|
May 15, 2024 Q1 2024 |
958,929
shares
|
$43.2 Million
10.39% of portfolio
|
Q1 2024
Added 89.78%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
May 13, 2024 Q1 2024 |
898,233
shares
|
$40.4 Million
2.47% of portfolio
|
Q1 2024
Added 207.05%
|
|
Wealthspire Advisors, LLC
New York, NY |
May 06, 2024 Q1 2024 |
886,506
shares
|
$39.9 Million
0.54% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
Invst, LLC
Indianapolis, IN |
May 24, 2024 Q1 2024 |
861,146
shares
|
$38.8 Million
4.51% of portfolio
|
Q1 2024
Added 6.13%
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
May 07, 2024 Q1 2024 |
847,972
shares
|
$38.2 Million
5.53% of portfolio
|
Q1 2024
Added 18.69%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
846,668
shares
|
$38.1 Million
4.22% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 14, 2024 Q1 2024 |
839,124
shares
|
$37.8 Million
0.08% of portfolio
|
Q1 2024
Added 17.52%
|
|
Destination Wealth Management
|
May 14, 2024 Q1 2024 |
835,206
shares
|
$37.6 Million
1.28% of portfolio
|
Q1 2024
Added 22.52%
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
832,448
shares
|
$37.5 Million
0.34% of portfolio
|
Q1 2024
Added 39.19%
|
|
Horst & Graben Wealth Management LLC
|
Apr 22, 2024 Q1 2024 |
820,792
shares
|
$36.9 Million
7.82% of portfolio
|
Q1 2024
Added 60.53%
|
|
Keybank National Association
|
May 14, 2024 Q1 2024 |
815,917
shares
|
$36.7 Million
0.16% of portfolio
|
Q1 2024
Reduced 2.11%
|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
805,180
shares
|
$36.2 Million
0.41% of portfolio
|
Q1 2024
Added 36.14%
|
|
Affinity Capital Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
799,717
shares
|
$36 Million
8.14% of portfolio
|
Q1 2024
Added 30.11%
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
742,070
shares
|
$33.4 Million
0.37% of portfolio
|
Q1 2024
Reduced 40.03%
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
734,426
shares
|
$33.1 Million
0.25% of portfolio
|
Q1 2024
Added 8.59%
|
|
Kestra Advisory Services, LLC
|
May 15, 2024 Q1 2024 |
732,973
shares
|
$33 Million
0.23% of portfolio
|
Q1 2024
Added 64.45%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 29, 2024 Q1 2024 |
703,169
shares
|
$31.6 Million
0.98% of portfolio
|
Q1 2024
Added 79.99%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
701,413
shares
|
$31.6 Million
2.56% of portfolio
|
Q3 2023
Reduced 18.51%
|
|
Austin Private Wealth, LLC
|
Apr 12, 2024 Q1 2024 |
700,250
shares
|
$31.5 Million
3.59% of portfolio
|
Q1 2024
Added 78.63%
|
|
G2 Capital Management, LLC
Columbus, OH |
May 10, 2024 Q1 2024 |
688,574
shares
|
$31 Million
10.19% of portfolio
|
Q1 2024
Reduced 0.42%
|
|
Avidian Wealth Solutions, LLC
|
May 03, 2024 Q1 2024 |
671,281
shares
|
$30.2 Million
1.54% of portfolio
|
Q1 2024
Added 8.89%
|
|
National Asset Management, Inc.
Boca Raton, FL |
May 16, 2024 Q1 2024 |
633,060
shares
|
$28.5 Million
0.67% of portfolio
|
Q1 2024
Added 34.77%
|
|
Jacobson & Schmitt Advisors, LLC
|
May 08, 2024 Q1 2024 |
624,246
shares
|
$28.1 Million
6.73% of portfolio
|
Q1 2024
Added 5.77%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
622,621
shares
|
$28 Million
0.04% of portfolio
|
Q1 2024
Added 2.79%
|