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 825 institutions that hold shares in the stock, with a total of 702 Million shares, which have been reported (via 13F filing form) to have a value of $32.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
108,625
shares
|
$5 Million
3.34% of portfolio
|
Q2 2023
Reduced 47.37%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
May 13, 2025 Q1 2025 |
107,056
shares
|
$4.93 Million
2.84% of portfolio
|
Q1 2025
Added 15.25%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
105,908
shares
|
$4.88 Million
2.63% of portfolio
|
Q4 2023
Reduced 14.19%
|
|
|
Concorde Asset Management, LLC
|
May 15, 2025 Q1 2025 |
103,322
shares
|
$4.76 Million
2.6% of portfolio
|
Q1 2025
Reduced 10.96%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
May 06, 2025 Q1 2025 |
102,751
shares
|
$4.73 Million
0.27% of portfolio
|
Q1 2025
Reduced 2.22%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
102,391
shares
|
$4.72 Million
0.99% of portfolio
|
Q1 2025
Added 8.33%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
101,288
shares
|
$4.67 Million
0.01% of portfolio
|
Q2 2025
Reduced 21.61%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
99,361
shares
|
$4.58 Million
0.03% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
96,700
shares
|
$4.45 Million
0.04% of portfolio
|
Q1 2025
Added 7.68%
|
|
|
Life Planning Partners, Inc
|
Apr 17, 2025 Q1 2025 |
92,832
shares
|
$4.28 Million
3.95% of portfolio
|
Q1 2025
Reduced 4.22%
|
|
|
Lansing Street Advisors
|
Apr 25, 2025 Q1 2025 |
92,697
shares
|
$4.27 Million
1.47% of portfolio
|
Q1 2025
Reduced 6.21%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
91,630
shares
|
$4.22 Million
0.08% of portfolio
|
Q4 2022
Added 44.12%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
May 15, 2025 Q1 2025 |
91,397
shares
|
$4.21 Million
0.14% of portfolio
|
Q1 2025
Added 420.78%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
91,375
shares
|
$4.21 Million
0.47% of portfolio
|
Q1 2025
Added 17.94%
|
|
|
Firethorn Wealth Partners, LLC
|
Apr 10, 2025 Q1 2025 |
91,008
shares
|
$4.19 Million
2.11% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
90,475
shares
|
$4.17 Million
2.28% of portfolio
|
Q1 2025
Reduced 51.01%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jul 09, 2025 Q2 2025 |
90,437
shares
|
$4.17 Million
1.91% of portfolio
|
Q2 2025
Reduced 2.82%
|
|
|
White Lighthouse Investment Management Inc.
|
May 12, 2025 Q1 2025 |
89,363
shares
|
$4.12 Million
0.74% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
89,309
shares
|
$4.11 Million
0.17% of portfolio
|
Q1 2025
Added 36.51%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
88,921
shares
|
$4.1 Million
0.0% of portfolio
|
Q1 2025
Added 132.25%
|
|
|
M1 Capital Management LLC
Bloomfield Hills, MI |
May 06, 2025 Q1 2025 |
88,763
shares
|
$4.09 Million
2.56% of portfolio
|
Q1 2025
Reduced 23.91%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
88,703
shares
|
$4.09 Million
0.13% of portfolio
|
Q1 2025
Reduced 32.99%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
87,643
shares
|
$4.04 Million
0.23% of portfolio
|
Q1 2025
Added 9.69%
|
|
|
Keystone Wealth Services, LLC
|
Jul 09, 2025 Q2 2025 |
86,582
shares
|
$3.99 Million
1.05% of portfolio
|
Q2 2025
Reduced 0.4%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Apr 17, 2025 Q1 2025 |
86,560
shares
|
$3.99 Million
0.96% of portfolio
|
Q1 2025
Added 44.57%
|