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 705 institutions that hold shares in the stock, with a total of 699 Million shares, which have been reported (via 13F filing form) to have a value of $31.8 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Oct 24, 2024 Q3 2024 |
118,969
shares
|
$5.42 Million
3.29% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
118,715
shares
|
$5.4 Million
1.23% of portfolio
|
Q2 2024
Added 1.52%
|
|
|
Moneywise, Inc.
|
Oct 21, 2024 Q3 2024 |
117,506
shares
|
$5.35 Million
2.87% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Oct 24, 2024 Q3 2024 |
116,530
shares
|
$5.3 Million
1.51% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 14, 2024 Q3 2024 |
115,519
shares
|
$5.26 Million
4.19% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 24, 2024 Q3 2024 |
115,107
shares
|
$5.24 Million
0.75% of portfolio
|
Q3 2024
Added 35.19%
|
|
|
Firethorn Wealth Partners, LLC
|
Oct 16, 2024 Q3 2024 |
114,587
shares
|
$5.22 Million
2.87% of portfolio
|
Q3 2024
Added 16.68%
|
|
|
Advisor Net Financial, Inc
|
Oct 15, 2024 Q3 2024 |
111,572
shares
|
$5.08 Million
0.41% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
109,334
shares
|
$4.98 Million
0.36% of portfolio
|
Q3 2024
Added 20.82%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Nov 04, 2024 Q3 2024 |
108,630
shares
|
$4.94 Million
0.29% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
108,625
shares
|
$4.94 Million
3.34% of portfolio
|
Q2 2023
Reduced 47.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
108,198
shares
|
$4.93 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
107,538
shares
|
$4.9 Million
0.02% of portfolio
|
Q3 2024
Added 99.14%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
105,908
shares
|
$4.82 Million
2.63% of portfolio
|
Q4 2023
Reduced 14.19%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
102,664
shares
|
$4.67 Million
0.52% of portfolio
|
Q3 2024
Added 38.52%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
102,589
shares
|
$4.67 Million
0.21% of portfolio
|
Q3 2024
Added 318.73%
|
|
|
Concorde Asset Management, LLC
|
Nov 12, 2024 Q3 2024 |
102,098
shares
|
$4.65 Million
2.78% of portfolio
|
Q3 2024
Added 44.83%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
101,165
shares
|
$4.61 Million
0.19% of portfolio
|
Q2 2024
Added 6.07%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
101,101
shares
|
$4.6 Million
0.71% of portfolio
|
Q3 2024
Added 42.41%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
99,884
shares
|
$4.55 Million
2.5% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
99,673
shares
|
$4.54 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Life Planning Partners, Inc
|
Oct 29, 2024 Q3 2024 |
98,383
shares
|
$4.48 Million
4.18% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Ifg Advisory, LLC
|
Oct 30, 2024 Q3 2024 |
97,712
shares
|
$4.45 Million
0.3% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
97,534
shares
|
$4.44 Million
0.14% of portfolio
|
Q3 2024
Added 12.16%
|
|
|
Keystone Wealth Services, LLC
|
Oct 15, 2024 Q3 2024 |
93,717
shares
|
$4.27 Million
1.31% of portfolio
|
Q3 2024
Added 0.17%
|