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 |
|---|---|---|---|---|---|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
20,678
shares
|
$941,262
0.24% of portfolio
|
Q3 2024
Reduced 11.56%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
20,647
shares
|
$939,851
0.05% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2024 Q3 2024 |
20,423
shares
|
$929,654
0.07% of portfolio
|
Q3 2024
Added 1.05%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
20,335
shares
|
$925,649
0.1% of portfolio
|
Q3 2024
Added 34.85%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
20,200
shares
|
$919,504
0.02% of portfolio
|
Q3 2024
Reduced 40.87%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
20,159
shares
|
$917,637
0.21% of portfolio
|
Q3 2024
Added 38.74%
|
|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Nov 14, 2024 Q3 2024 |
20,054
shares
|
$912,858
0.55% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
19,710
shares
|
$897,199
1.0% of portfolio
|
Q3 2024
Added 25.9%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
19,187
shares
|
$873,392
0.01% of portfolio
|
Q3 2024
Added 121.02%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
18,816
shares
|
$856,504
0.04% of portfolio
|
Q3 2024
Reduced 14.97%
|
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
18,102
shares
|
$824,003
0.2% of portfolio
|
Q2 2024
Reduced 51.77%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
18,015
shares
|
$820,042
0.61% of portfolio
|
Q3 2024
Reduced 34.26%
|
|
|
Shore Haven Wealth Partners, LLC
|
Oct 24, 2024 Q3 2024 |
17,923
shares
|
$815,854
0.42% of portfolio
|
Q3 2024
Added 20.3%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
17,830
shares
|
$811,621
0.03% of portfolio
|
Q3 2024
Added 9.64%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
17,804
shares
|
$810,438
0.34% of portfolio
|
Q3 2024
Added 58.51%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
17,629
shares
|
$802,472
0.5% of portfolio
|
Q3 2024
New holding
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
17,543
shares
|
$798,557
0.25% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
17,493
shares
|
$796,281
0.01% of portfolio
|
Q3 2024
Added 111.04%
|
|
|
S.C. Financial Services, Inc.
|
Jan 19, 2023 Q4 2022 |
17,475
shares
|
$795,462
1.21% of portfolio
|
Q4 2022
Added 17.32%
|
|
|
Western Financial Corporation
|
Nov 03, 2022 Q3 2022 |
17,282
shares
|
$786,676
0.54% of portfolio
|
Q3 2022
Added 24.05%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
17,096
shares
|
$778,209
0.04% of portfolio
|
Q3 2024
Reduced 5.1%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Oct 08, 2024 Q3 2024 |
16,992
shares
|
$773,475
0.03% of portfolio
|
Q3 2024
Reduced 4.76%
|
|
|
Burt Wealth Advisors
|
Oct 31, 2024 Q3 2024 |
16,877
shares
|
$768,241
0.2% of portfolio
|
Q3 2024
Reduced 4.86%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
16,707
shares
|
$760,502
0.01% of portfolio
|
Q3 2024
Reduced 19.58%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
16,267
shares
|
$740,473
0.06% of portfolio
|
Q4 2023
Reduced 0.69%
|