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 821 institutions that hold shares in the stock, with a total of 694 Million shares, which have been reported (via 13F filing form) to have a value of $32.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Affinity Capital Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,303,758
shares
|
$61.3 Million
9.55% of portfolio
|
Q3 2025
Added 8.46%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
1,292,860
shares
|
$60.8 Million
0.32% of portfolio
|
Q2 2025
Reduced 3.22%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
1,252,992
shares
|
$58.9 Million
1.6% of portfolio
|
Q2 2025
Added 2.47%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
1,186,494
shares
|
$55.8 Million
0.69% of portfolio
|
Q2 2025
Reduced 13.31%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2025 Q2 2025 |
1,148,897
shares
|
$54 Million
3.99% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Sofi Wealth, LLC
|
Oct 22, 2025 Q3 2025 |
1,138,863
shares
|
$53.6 Million
3.7% of portfolio
|
Q3 2025
Reduced 13.66%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
1,129,771
shares
|
$53.1 Million
3.59% of portfolio
|
Q2 2025
Added 20.5%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
1,117,344
shares
|
$52.5 Million
12.32% of portfolio
|
Q2 2025
Reduced 9.18%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,115,094
shares
|
$52.4 Million
9.98% of portfolio
|
Q2 2025
Reduced 0.45%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
1,107,652
shares
|
$52.1 Million
0.41% of portfolio
|
Q2 2025
Added 87.82%
|
|
|
Sharkey, Howes & Javer
|
Oct 10, 2025 Q3 2025 |
1,097,828
shares
|
$51.6 Million
7.42% of portfolio
|
Q3 2025
Reduced 15.73%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
1,095,353
shares
|
$51.5 Million
1.22% of portfolio
|
Q2 2025
Reduced 47.58%
|
|
|
Steel Peak Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
1,073,085
shares
|
$50.5 Million
1.76% of portfolio
|
Q3 2025
Reduced 10.6%
|
|
|
Intelligence Driven Advisers, LLC
|
Jul 09, 2025 Q2 2025 |
1,043,740
shares
|
$49.1 Million
7.4% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
1,024,270
shares
|
$48.2 Million
0.27% of portfolio
|
Q2 2025
Reduced 1.05%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
1,000,740
shares
|
$47.1 Million
1.95% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
955,781
shares
|
$45 Million
1.32% of portfolio
|
Q2 2025
Reduced 9.06%
|
|
|
Destination Wealth Management
|
Aug 14, 2025 Q2 2025 |
930,533
shares
|
$43.8 Million
1.3% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
921,006
shares
|
$43.3 Million
0.16% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
912,958
shares
|
$42.9 Million
0.08% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 01, 2025 Q2 2025 |
902,048
shares
|
$42.4 Million
6.63% of portfolio
|
Q2 2025
Added 35.07%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
896,113
shares
|
$42.1 Million
0.29% of portfolio
|
Q2 2025
Added 1.68%
|
|
|
Stash Investments, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
870,082
shares
|
$40.9 Million
17.48% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Global Strategic Investment Solutions, LLC
|
Jul 22, 2025 Q2 2025 |
863,967
shares
|
$40.6 Million
4.52% of portfolio
|
Q2 2025
Added 12.56%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
846,668
shares
|
$39.8 Million
4.22% of portfolio
|
Q3 2023
Reduced 2.6%
|