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 |
|---|---|---|---|---|---|
|
First Heartland Consultants, Inc.
|
May 07, 2025 Q1 2025 |
85,568
shares
|
$3.94 Million
0.45% of portfolio
|
Q1 2025
Reduced 17.51%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
85,176
shares
|
$3.92 Million
0.3% of portfolio
|
Q1 2025
Reduced 3.91%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
83,352
shares
|
$3.84 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.89%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Jul 09, 2025 Q2 2025 |
81,412
shares
|
$3.75 Million
1.25% of portfolio
|
Q2 2025
Reduced 12.51%
|
|
|
Moneywise, Inc.
|
Jul 15, 2025 Q2 2025 |
79,792
shares
|
$3.68 Million
1.86% of portfolio
|
Q2 2025
Reduced 10.5%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
May 13, 2025 Q1 2025 |
78,756
shares
|
$3.63 Million
2.3% of portfolio
|
Q1 2025
Reduced 13.09%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
78,366
shares
|
$3.61 Million
0.22% of portfolio
|
Q1 2025
Added 95.48%
|
|
|
Blue Oak Capital, LLC
Menlo Park, CA |
Jul 16, 2025 Q2 2025 |
78,240
shares
|
$3.6 Million
1.9% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
77,619
shares
|
$3.58 Million
0.5% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Apr 29, 2025 Q1 2025 |
77,425
shares
|
$3.57 Million
1.57% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Aspire Private Capital, LLC
|
Apr 22, 2025 Q1 2025 |
77,203
shares
|
$3.56 Million
0.92% of portfolio
|
Q1 2025
Added 1.18%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
77,125
shares
|
$3.55 Million
2.77% of portfolio
|
Q1 2025
Reduced 4.09%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
76,516
shares
|
$3.52 Million
0.12% of portfolio
|
Q1 2025
Reduced 17.2%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Jul 16, 2025 Q2 2025 |
76,276
shares
|
$3.51 Million
1.13% of portfolio
|
Q2 2025
Reduced 20.01%
|
|
|
Tidemark, LLC
San Diego, CA |
May 09, 2025 Q1 2025 |
74,660
shares
|
$3.44 Million
1.31% of portfolio
|
Q1 2025
Reduced 4.73%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jul 09, 2025 Q2 2025 |
74,588
shares
|
$3.44 Million
0.27% of portfolio
|
Q2 2025
Reduced 12.59%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
73,175
shares
|
$3.37 Million
2.47% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
May 12, 2025 Q1 2025 |
73,110
shares
|
$3.37 Million
1.32% of portfolio
|
Q1 2025
Added 6.22%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
73,010
shares
|
$3.36 Million
0.99% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
May 15, 2025 Q1 2025 |
72,804
shares
|
$3.35 Million
2.44% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
71,524
shares
|
$3.29 Million
0.27% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Vestmark Advisory Solutions, Inc.
|
May 13, 2025 Q1 2025 |
71,225
shares
|
$3.28 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Apr 11, 2025 Q1 2025 |
70,789
shares
|
$3.26 Million
0.77% of portfolio
|
Q1 2025
Reduced 1.83%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
69,849
shares
|
$3.22 Million
0.15% of portfolio
|
Q1 2025
Added 211.87%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
68,807
shares
|
$3.17 Million
0.44% of portfolio
|
Q1 2025
Added 4.77%
|