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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
59,020
shares
|
$2.69 Million
0.29% of portfolio
|
Q3 2024
Added 64.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
59,011
shares
|
$2.69 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
58,378
shares
|
$2.66 Million
0.66% of portfolio
|
Q3 2024
Added 28.48%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
57,724
shares
|
$2.63 Million
0.26% of portfolio
|
Q4 2022
Added 20.57%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
57,031
shares
|
$2.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 10.54%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
56,880
shares
|
$2.59 Million
1.66% of portfolio
|
Q3 2024
Added 54.97%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
56,122
shares
|
$2.55 Million
0.84% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
54,714
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
54,553
shares
|
$2.48 Million
1.01% of portfolio
|
Q3 2024
Added 18.42%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
54,090
shares
|
$2.46 Million
0.16% of portfolio
|
Q3 2024
Added 45.1%
|
|
|
Investment Advisory Group, LLC
|
Oct 15, 2024 Q3 2024 |
53,946
shares
|
$2.46 Million
0.9% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
53,282
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2024
Added 949.89%
|
|
|
W Advisors, LLC
Germantown, TN |
Oct 28, 2024 Q3 2024 |
53,118
shares
|
$2.42 Million
1.55% of portfolio
|
Q3 2024
Added 49.83%
|
|
|
Montecito Bank & Trust
|
Oct 31, 2024 Q3 2024 |
52,839
shares
|
$2.41 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.26%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
52,562
shares
|
$2.39 Million
0.92% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
52,362
shares
|
$2.38 Million
1.3% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Maiden Cove Capital, LLC
Cape Elizabeth, ME |
Nov 04, 2024 Q3 2024 |
52,266
shares
|
$2.38 Million
4.65% of portfolio
|
Q2 2024
Added 10.86%
|
|
|
Kfa Private Wealth Group, LLC
|
Oct 18, 2024 Q3 2024 |
52,060
shares
|
$2.37 Million
1.17% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
51,864
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.62%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
51,629
shares
|
$2.35 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
51,428
shares
|
$2.34 Million
0.43% of portfolio
|
Q3 2024
Added 9.83%
|
|
|
Merkkuri Wealth Advisors LLC
Hicksville, NY |
Oct 23, 2024 Q3 2024 |
51,060
shares
|
$2.32 Million
1.9% of portfolio
|
Q3 2024
Added 36.78%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
50,835
shares
|
$2.31 Million
0.12% of portfolio
|
Q3 2024
Added 95.63%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
Nov 13, 2024 Q3 2024 |
50,378
shares
|
$2.29 Million
1.1% of portfolio
|
Q3 2024
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
49,142
shares
|
$2.24 Million
0.98% of portfolio
|
Q3 2024
Added 2.95%
|