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 |
|---|---|---|---|---|---|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
48,924
shares
|
$2.23 Million
0.03% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
48,600
shares
|
$2.21 Million
1.35% of portfolio
|
Q3 2024
Added 26.44%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
48,120
shares
|
$2.19 Million
0.18% of portfolio
|
Q3 2024
Reduced 12.08%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
46,546
shares
|
$2.12 Million
0.19% of portfolio
|
Q3 2024
Added 67.0%
|
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Oct 17, 2024 Q3 2024 |
46,128
shares
|
$2.1 Million
0.63% of portfolio
|
Q2 2022
Reduced 0.08%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
44,957
shares
|
$2.05 Million
0.14% of portfolio
|
Q3 2024
Reduced 28.77%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
44,366
shares
|
$2.02 Million
0.15% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Sep 26, 2024 Q2 2024 |
44,113
shares
|
$2.01 Million
1.14% of portfolio
|
Q2 2024
Added 7.57%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
42,201
shares
|
$1.92 Million
0.1% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
42,196
shares
|
$1.92 Million
0.08% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
42,166
shares
|
$1.92 Million
0.05% of portfolio
|
Q2 2024
Added 20.16%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
42,121
shares
|
$1.92 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
41,890
shares
|
$1.91 Million
0.07% of portfolio
|
Q3 2024
Added 590.68%
|
|
|
Foster Group, Inc.
|
Oct 07, 2024 Q3 2024 |
41,313
shares
|
$1.88 Million
0.08% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
40,667
shares
|
$1.85 Million
1.46% of portfolio
|
Q3 2024
Reduced 0.46%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Oct 25, 2024 Q3 2024 |
40,596
shares
|
$1.85 Million
0.11% of portfolio
|
Q3 2024
Reduced 70.1%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
39,822
shares
|
$1.81 Million
0.73% of portfolio
|
Q3 2024
Added 12.88%
|
|
|
Cap Partners, LLC
Franklin, TN |
Nov 07, 2024 Q3 2024 |
39,409
shares
|
$1.79 Million
1.39% of portfolio
|
Q3 2024
Added 15.26%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
38,964
shares
|
$1.77 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.59%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
38,772
shares
|
$1.76 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.32%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
38,585
shares
|
$1.76 Million
0.61% of portfolio
|
Q3 2024
Added 14.56%
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
37,467
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Added 4.95%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
37,162
shares
|
$1.69 Million
0.49% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Rda Financial Network
|
Oct 15, 2024 Q3 2024 |
36,944
shares
|
$1.68 Million
0.55% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Iron Financial, LLC
|
Oct 28, 2024 Q3 2024 |
36,742
shares
|
$1.67 Million
0.95% of portfolio
|
Q3 2024
Reduced 1.6%
|