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 |
|---|---|---|---|---|---|
|
Coordinated Financial Services, Inc.
Denver, CO |
Feb 07, 2025 Q4 2024 |
13,235
shares
|
$609,604
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
13,176
shares
|
$606,886
0.11% of portfolio
|
Q1 2025
Reduced 1.44%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
13,130
shares
|
$604,767
0.24% of portfolio
|
Q2 2022
Reduced 8.74%
|
|
|
Ascent Group, LLC
|
May 15, 2025 Q1 2025 |
13,060
shares
|
$601,543
0.03% of portfolio
|
Q1 2025
Added 52.84%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
12,913
shares
|
$594,772
0.02% of portfolio
|
Q1 2024
Reduced 13.27%
|
|
|
Coordinated Financial Services, Inc./Co
Denver, CO |
May 16, 2025 Q1 2025 |
12,882
shares
|
$593,344
0.45% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
May 06, 2025 Q1 2025 |
12,760
shares
|
$587,725
0.02% of portfolio
|
Q1 2025
Reduced 46.18%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
12,747
shares
|
$587,126
0.01% of portfolio
|
Q1 2025
Reduced 81.1%
|
|
|
Insight Wealth Partners, LLC
|
May 15, 2025 Q1 2025 |
12,573
shares
|
$579,112
0.1% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
12,568
shares
|
$578,882
0.01% of portfolio
|
Q1 2025
Added 6.67%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
12,473
shares
|
$574,506
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
12,465
shares
|
$574,137
0.17% of portfolio
|
Q2 2025
Reduced 3.48%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
12,379
shares
|
$570,176
0.08% of portfolio
|
Q1 2025
Reduced 56.26%
|
|
|
Lockerman Financial Group, Inc.
|
Jul 17, 2025 Q2 2025 |
12,133
shares
|
$558,845
0.8% of portfolio
|
Q2 2025
Reduced 8.15%
|
|
|
Cahaba Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
12,128
shares
|
$558,615
0.04% of portfolio
|
Q2 2025
Added 0.84%
|
|
|
True Wealth Advisors, LLC
|
Jul 03, 2025 Q2 2025 |
11,879
shares
|
$547,146
0.2% of portfolio
|
Q2 2025
Reduced 15.29%
|
|
|
Western Financial Corp/Ca
San Diego, CA |
Jul 16, 2025 Q2 2025 |
11,797
shares
|
$543,369
0.29% of portfolio
|
Q2 2025
Reduced 25.13%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
11,776
shares
|
$542,402
0.01% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
11,476
shares
|
$528,584
0.09% of portfolio
|
Q2 2025
Reduced 6.54%
|
|
|
Richard P Slaughter Associates Inc
|
Jul 08, 2025 Q2 2025 |
11,147
shares
|
$513,430
0.14% of portfolio
|
Q2 2025
Reduced 49.61%
|
|
|
Tennessee Valley Asset Management Partners
|
Apr 18, 2025 Q1 2025 |
11,022
shares
|
$507,673
0.08% of portfolio
|
Q1 2025
Reduced 96.47%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
10,839
shares
|
$499,244
0.01% of portfolio
|
Q2 2024
Added 3.57%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
10,805
shares
|
$497,678
0.06% of portfolio
|
Q1 2025
Reduced 12.79%
|
|
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
Jul 17, 2025 Q2 2025 |
10,673
shares
|
$491,598
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
10,662
shares
|
$491,091
0.37% of portfolio
|
Q1 2025
Reduced 21.76%
|