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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
224,004
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 17.84%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
214,865
shares
|
$10.1 Million
0.38% of portfolio
|
Q2 2025
Reduced 22.11%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Aug 13, 2025 Q2 2025 |
214,011
shares
|
$10.1 Million
4.5% of portfolio
|
Q2 2025
Added 9.38%
|
|
|
Orgel Wealth Management, LLC
|
Oct 06, 2025 Q3 2025 |
204,530
shares
|
$9.62 Million
0.23% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Aug 06, 2025 Q2 2025 |
204,282
shares
|
$9.61 Million
4.43% of portfolio
|
Q2 2025
Reduced 1.62%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
199,770
shares
|
$9.4 Million
0.18% of portfolio
|
Q3 2025
Added 3.17%
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
196,721
shares
|
$9.25 Million
5.54% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Security Financial Services, Inc.
|
Oct 14, 2025 Q3 2025 |
195,830
shares
|
$9.21 Million
1.65% of portfolio
|
Q3 2025
Reduced 14.27%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
192,101
shares
|
$9.03 Million
9.66% of portfolio
|
Q2 2022
Added 23.14%
|
|
|
Fedenia Advisers LLC
Madison, WI |
Jul 31, 2025 Q2 2025 |
191,650
shares
|
$9.01 Million
4.19% of portfolio
|
Q2 2025
Reduced 21.82%
|
|
|
Triangle Securities Wealth Management
|
Oct 15, 2025 Q3 2025 |
190,931
shares
|
$8.98 Million
2.16% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Retirement Capital Strategies
|
Aug 11, 2025 Q2 2025 |
189,402
shares
|
$8.91 Million
3.79% of portfolio
|
Q2 2025
Reduced 6.25%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Apr 22, 2025 Q1 2025 |
187,459
shares
|
$8.82 Million
3.9% of portfolio
|
Q2 2024
Reduced 0.9%
|
|
|
New Capital Management LP
|
Oct 08, 2025 Q3 2025 |
182,577
shares
|
$8.59 Million
2.57% of portfolio
|
Q3 2025
Added 22.3%
|
|
|
Barnes Wealth Management Group, Inc
Bakersfield, CA |
Aug 27, 2025 Q2 2025 |
181,594
shares
|
$8.54 Million
4.96% of portfolio
|
Q2 2025
Reduced 1.89%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
180,299
shares
|
$8.48 Million
2.25% of portfolio
|
Q2 2025
Reduced 8.69%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
179,280
shares
|
$8.43 Million
0.65% of portfolio
|
Q3 2025
Added 220.66%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
177,413
shares
|
$8.34 Million
0.63% of portfolio
|
Q4 2023
Added 9.31%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
177,333
shares
|
$8.34 Million
2.7% of portfolio
|
Q3 2025
Added 2.81%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
175,858
shares
|
$8.27 Million
0.14% of portfolio
|
Q2 2025
Reduced 1.7%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Aug 13, 2025 Q2 2025 |
173,821
shares
|
$8.17 Million
2.6% of portfolio
|
Q2 2025
Added 4.6%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Oct 17, 2025 Q3 2025 |
172,016
shares
|
$8.09 Million
4.99% of portfolio
|
Q3 2025
Reduced 10.82%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
171,992
shares
|
$8.09 Million
0.82% of portfolio
|
Q3 2025
Reduced 13.37%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Jul 22, 2025 Q2 2025 |
167,714
shares
|
$7.89 Million
1.81% of portfolio
|
Q2 2025
New holding
|
|
|
Kickstand Ventures, Llc.
Pittsford, NY |
Jul 22, 2025 Q2 2025 |
167,714
shares
|
$7.89 Million
1.81% of portfolio
|
Q2 2025
Reduced 8.84%
|