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 |
|---|---|---|---|---|---|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
92,957
shares
|
$4.23 Million
0.06% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
91,995
shares
|
$4.19 Million
0.38% of portfolio
|
Q3 2024
Added 36.07%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
91,630
shares
|
$4.17 Million
0.08% of portfolio
|
Q4 2022
Added 44.12%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
90,885
shares
|
$4.14 Million
1.02% of portfolio
|
Q3 2024
Added 3.7%
|
|
|
White Lighthouse Investment Management Inc.
|
Oct 30, 2024 Q3 2024 |
90,521
shares
|
$4.12 Million
0.77% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Nov 05, 2024 Q3 2024 |
89,184
shares
|
$4.06 Million
0.56% of portfolio
|
Q3 2024
Added 9.24%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
89,097
shares
|
$4.06 Million
1.0% of portfolio
|
Q3 2024
Added 27.79%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Oct 08, 2024 Q3 2024 |
84,037
shares
|
$3.83 Million
1.24% of portfolio
|
Q3 2024
Reduced 11.48%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
83,760
shares
|
$3.81 Million
1.73% of portfolio
|
Q3 2024
Added 21.95%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Nov 08, 2024 Q3 2024 |
82,799
shares
|
$3.77 Million
1.13% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Lansing Street Advisors
|
Oct 29, 2024 Q3 2024 |
82,176
shares
|
$3.74 Million
1.47% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Nov 07, 2024 Q3 2024 |
81,802
shares
|
$3.72 Million
3.16% of portfolio
|
Q3 2024
Added 4.37%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
80,587
shares
|
$3.67 Million
0.04% of portfolio
|
Q3 2024
Added 14.64%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
80,464
shares
|
$3.66 Million
1.07% of portfolio
|
Q3 2024
Added 19.54%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
80,274
shares
|
$3.65 Million
0.33% of portfolio
|
Q3 2024
Added 7.65%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
77,821
shares
|
$3.54 Million
0.88% of portfolio
|
Q3 2024
Added 44.02%
|
|
|
Clearview Wealth Advisors LLC
|
Oct 15, 2024 Q3 2024 |
77,579
shares
|
$3.53 Million
2.84% of portfolio
|
Q3 2024
Added 9.81%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Oct 10, 2024 Q3 2024 |
76,135
shares
|
$3.47 Million
2.53% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
75,522
shares
|
$3.44 Million
1.9% of portfolio
|
Q3 2024
Reduced 41.66%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
74,603
shares
|
$3.4 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 10, 2024 Q3 2024 |
74,055
shares
|
$3.37 Million
1.78% of portfolio
|
Q3 2024
Added 294.73%
|
|
|
Strategy Asset Managers LLC
|
Nov 08, 2024 Q3 2024 |
73,708
shares
|
$3.36 Million
0.67% of portfolio
|
Q3 2024
New holding
|
|
|
River & Mercantile LLC
Waltham, MA |
Nov 06, 2024 Q3 2024 |
73,010
shares
|
$3.32 Million
1.02% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Nov 06, 2024 Q3 2024 |
72,098
shares
|
$3.28 Million
1.4% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
71,372
shares
|
$3.25 Million
0.2% of portfolio
|
Q3 2024
Added 26.9%
|