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 |
|---|---|---|---|---|---|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,395,540
shares
|
$63.8 Million
7.2% of portfolio
|
Q4 2023
Added 4.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,372,188
shares
|
$62.7 Million
0.09% of portfolio
|
Q3 2024
Added 55.76%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
1,368,657
shares
|
$62.5 Million
0.86% of portfolio
|
Q1 2025
Added 13.82%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
1,336,425
shares
|
$61.1 Million
2.61% of portfolio
|
Q1 2025
Added 9.42%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
1,335,826
shares
|
$61 Million
0.31% of portfolio
|
Q1 2025
Added 95.1%
|
|
|
Sofi Wealth, LLC
|
Apr 21, 2025 Q1 2025 |
1,241,951
shares
|
$56.8 Million
4.98% of portfolio
|
Q1 2025
Added 4501.01%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
1,230,325
shares
|
$56.2 Million
13.73% of portfolio
|
Q1 2025
Reduced 1.94%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
1,222,802
shares
|
$55.9 Million
1.76% of portfolio
|
Q1 2025
New holding
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
May 15, 2025 Q1 2025 |
1,170,788
shares
|
$53.5 Million
4.57% of portfolio
|
Q1 2025
Added 6.54%
|
|
|
Affinity Capital Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,142,537
shares
|
$52.2 Million
10.01% of portfolio
|
Q1 2025
Added 7.04%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,120,146
shares
|
$51.2 Million
10.68% of portfolio
|
Q1 2025
Added 27.58%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
1,051,036
shares
|
$48 Million
1.63% of portfolio
|
Q1 2025
Reduced 51.56%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
1,035,156
shares
|
$47.3 Million
0.3% of portfolio
|
Q1 2025
Added 1.54%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
972,031
shares
|
$44.4 Million
2.05% of portfolio
|
Q1 2025
Added 25.06%
|
|
|
Intelligence Driven Advisers, LLC
|
Apr 25, 2025 Q1 2025 |
970,924
shares
|
$44.4 Million
8.69% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
947,390
shares
|
$43.3 Million
0.18% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
937,531
shares
|
$42.8 Million
4.44% of portfolio
|
Q1 2025
Added 46.46%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
924,961
shares
|
$42.3 Million
1.36% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
905,762
shares
|
$41.4 Million
0.08% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
881,313
shares
|
$40.3 Million
0.31% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Horst & Graben Wealth Management LLC
|
Apr 29, 2025 Q1 2025 |
873,600
shares
|
$39.9 Million
7.65% of portfolio
|
Q1 2025
Reduced 2.64%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
856,656
shares
|
$39.1 Million
0.51% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
846,668
shares
|
$38.7 Million
4.22% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
843,785
shares
|
$38.6 Million
3.59% of portfolio
|
Q1 2025
Added 8.23%
|
|
|
Global Strategic Investment Solutions, LLC
|
Apr 28, 2025 Q1 2025 |
767,580
shares
|
$35.1 Million
4.26% of portfolio
|
Q1 2025
Added 10.47%
|