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 |
|---|---|---|---|---|---|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
56,702
shares
|
$2.61 Million
1.57% of portfolio
|
Q1 2025
Reduced 2.28%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
May 12, 2025 Q1 2025 |
56,552
shares
|
$2.6 Million
0.29% of portfolio
|
Q3 2024
Added 115.31%
|
|
|
Investment Advisory Group, LLC
|
Apr 14, 2025 Q1 2025 |
56,403
shares
|
$2.6 Million
0.89% of portfolio
|
Q1 2025
Added 3.79%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
55,857
shares
|
$2.57 Million
0.19% of portfolio
|
Q1 2025
Reduced 6.45%
|
|
|
Kfa Private Wealth Group, LLC
|
May 07, 2025 Q1 2025 |
55,729
shares
|
$2.57 Million
0.9% of portfolio
|
Q1 2025
Added 10.94%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
55,294
shares
|
$2.55 Million
1.23% of portfolio
|
Q1 2025
Added 0.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
54,780
shares
|
$2.52 Million
0.01% of portfolio
|
Q1 2025
Added 6.23%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
53,898
shares
|
$2.48 Million
0.45% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
May 05, 2025 Q1 2025 |
53,475
shares
|
$2.46 Million
0.45% of portfolio
|
Q1 2025
Reduced 54.8%
|
|
|
Balance Wealth, LLC
Delaware, OH |
Apr 23, 2025 Q1 2025 |
52,755
shares
|
$2.43 Million
1.58% of portfolio
|
Q1 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
52,574
shares
|
$2.42 Million
0.22% of portfolio
|
Q1 2025
Reduced 11.17%
|
|
|
Bush Investment Group, LLC
Valdosta, GA |
Jul 01, 2025 Q2 2025 |
52,467
shares
|
$2.42 Million
1.63% of portfolio
|
Q2 2025
Reduced 19.01%
|
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
51,629
shares
|
$2.38 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
50,505
shares
|
$2.33 Million
0.05% of portfolio
|
Q2 2025
Added 26.16%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Apr 29, 2025 Q1 2025 |
49,840
shares
|
$2.3 Million
1.59% of portfolio
|
Q1 2025
Reduced 5.67%
|
|
|
Elios Financial Group Inc.
Westlake, OH |
May 08, 2025 Q1 2025 |
49,528
shares
|
$2.28 Million
1.13% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
49,395
shares
|
$2.28 Million
0.44% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
W Advisors, LLC
Germantown, TN |
May 13, 2025 Q1 2025 |
48,776
shares
|
$2.25 Million
1.42% of portfolio
|
Q1 2025
Added 8.94%
|
|
|
Hanlon Investment Management, Inc.
|
May 13, 2025 Q1 2025 |
48,353
shares
|
$2.23 Million
1.74% of portfolio
|
Q1 2025
Reduced 12.7%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
47,521
shares
|
$2.19 Million
1.36% of portfolio
|
Q1 2025
Added 0.46%
|
|
|
Hobbs Wealth Management, LLC
Zionsville, IN |
Apr 24, 2025 Q1 2025 |
47,056
shares
|
$2.17 Million
2.43% of portfolio
|
Q1 2025
Reduced 8.08%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
47,012
shares
|
$2.17 Million
0.6% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
46,270
shares
|
$2.13 Million
0.01% of portfolio
|
Q1 2025
Added 80.13%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
46,254
shares
|
$2.13 Million
0.23% of portfolio
|
Q1 2025
Reduced 13.59%
|
|
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
Apr 22, 2025 Q1 2025 |
46,007
shares
|
$2.12 Million
2.03% of portfolio
|
Q1 2025
Reduced 0.88%
|