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 776 institutions that hold shares in the stock, with a total of 701 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
720,297
shares
|
$33.1 Million
1.15% of portfolio
|
Q4 2024
Added 909.22%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
707,989
shares
|
$32.6 Million
6.19% of portfolio
|
Q4 2024
Added 3.38%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Feb 10, 2025 Q4 2024 |
707,334
shares
|
$32.5 Million
1.79% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
One Advisory Partners, LLC
|
Jan 21, 2025 Q4 2024 |
702,824
shares
|
$32.3 Million
14.39% of portfolio
|
Q4 2024
Reduced 11.72%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
701,413
shares
|
$32.3 Million
2.56% of portfolio
|
Q3 2023
Reduced 18.51%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Feb 07, 2025 Q4 2024 |
694,957
shares
|
$32 Million
9.41% of portfolio
|
Q4 2024
Added 0.55%
|
|
|
Global Strategic Investment Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
694,835
shares
|
$31.9 Million
3.78% of portfolio
|
Q4 2024
Added 50.74%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
684,695
shares
|
$31.5 Million
0.18% of portfolio
|
Q4 2024
Reduced 5.87%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
680,112
shares
|
$31.3 Million
2.0% of portfolio
|
Q4 2024
Reduced 11.95%
|
|
|
Keystone Financial Services
|
Jan 30, 2025 Q4 2024 |
670,145
shares
|
$30.8 Million
11.76% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Stokes Family Office, LLC
|
Feb 10, 2025 Q4 2024 |
667,134
shares
|
$30.7 Million
3.36% of portfolio
|
Q4 2024
Reduced 13.13%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Feb 12, 2025 Q4 2024 |
655,976
shares
|
$30.2 Million
5.66% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
640,148
shares
|
$29.4 Million
3.55% of portfolio
|
Q4 2024
Added 35.87%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
636,275
shares
|
$29.3 Million
1.72% of portfolio
|
Q4 2024
Reduced 8.0%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
612,117
shares
|
$28.1 Million
2.22% of portfolio
|
Q4 2024
Reduced 4.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
611,999
shares
|
$28.1 Million
0.34% of portfolio
|
Q4 2024
Added 62.51%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Feb 10, 2025 Q4 2024 |
599,615
shares
|
$27.6 Million
0.05% of portfolio
|
Q4 2024
Added 1056.13%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
598,708
shares
|
$27.5 Million
0.57% of portfolio
|
Q4 2024
Added 13.83%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
590,474
shares
|
$27.1 Million
3.91% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Feb 12, 2025 Q4 2024 |
583,742
shares
|
$26.8 Million
4.69% of portfolio
|
Q4 2024
Added 16.13%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
581,972
shares
|
$26.8 Million
0.44% of portfolio
|
Q4 2024
Reduced 21.14%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
577,372
shares
|
$26.5 Million
0.27% of portfolio
|
Q4 2024
Reduced 30.09%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jan 28, 2025 Q4 2024 |
568,311
shares
|
$26.1 Million
10.85% of portfolio
|
Q4 2024
Added 3.62%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Jan 29, 2025 Q4 2024 |
559,800
shares
|
$25.7 Million
3.0% of portfolio
|
Q4 2024
Reduced 20.26%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
557,915
shares
|
$25.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 12.74%
|