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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
738,028
shares
|
$33.6 Million
0.58% of portfolio
|
Q3 2024
Added 17.18%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
727,412
shares
|
$33.1 Million
0.2% of portfolio
|
Q3 2024
Reduced 32.89%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 12, 2024 Q3 2024 |
721,384
shares
|
$32.8 Million
2.06% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
713,718
shares
|
$32.5 Million
0.85% of portfolio
|
Q2 2024
Added 12.74%
|
|
|
Pax Financial Group, LLC
San Antonio, TX |
Nov 13, 2024 Q3 2024 |
708,357
shares
|
$32.2 Million
6.28% of portfolio
|
Q3 2024
Added 10.58%
|
|
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
Nov 06, 2024 Q3 2024 |
702,030
shares
|
$32 Million
3.95% of portfolio
|
Q3 2024
Reduced 23.38%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
701,413
shares
|
$31.9 Million
2.56% of portfolio
|
Q3 2023
Reduced 18.51%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
691,622
shares
|
$31.5 Million
1.98% of portfolio
|
Q3 2024
Added 17.9%
|
|
|
G2 Capital Management, LLC
Columbus, OH |
Nov 04, 2024 Q3 2024 |
691,174
shares
|
$31.5 Million
9.79% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
684,816
shares
|
$31.2 Million
6.63% of portfolio
|
Q3 2024
Added 6.04%
|
|
|
Keystone Financial Services
|
Nov 04, 2024 Q3 2024 |
664,455
shares
|
$30.2 Million
12.32% of portfolio
|
Q3 2024
Added 18.73%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Nov 14, 2024 Q3 2024 |
643,399
shares
|
$29.3 Million
2.44% of portfolio
|
Q3 2024
Added 15.36%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
639,894
shares
|
$29.1 Million
2.53% of portfolio
|
Q3 2024
Added 20.0%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
639,391
shares
|
$29.1 Million
0.31% of portfolio
|
Q3 2024
Added 31.93%
|
|
|
Stash Investments, LLC
New York, NY |
Oct 21, 2024 Q3 2024 |
637,352
shares
|
$29 Million
17.73% of portfolio
|
Q3 2024
Added 6.1%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
637,286
shares
|
$29 Million
0.04% of portfolio
|
Q3 2024
Added 20.43%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
606,266
shares
|
$27.6 Million
4.47% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Financial Group LLC
|
Oct 15, 2024 Q3 2024 |
597,797
shares
|
$27.2 Million
5.42% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
591,729
shares
|
$26.9 Million
9.26% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
590,474
shares
|
$26.9 Million
3.91% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
556,013
shares
|
$25.3 Million
9.36% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Wealth Alliance
Mellville, NY |
Nov 04, 2024 Q3 2024 |
554,213
shares
|
$25.2 Million
3.19% of portfolio
|
Q3 2024
Added 19.11%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
548,440
shares
|
$25 Million
11.09% of portfolio
|
Q3 2024
Added 1.57%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
525,982
shares
|
$23.9 Million
0.6% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
517,593
shares
|
$23.6 Million
1.62% of portfolio
|
Q3 2024
New holding
|