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 775 institutions that hold shares in the stock, with a total of 700 Million shares, which have been reported (via 13F filing form) to have a value of $32.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
392,031
shares
|
$18 Million
2.5% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
381,040
shares
|
$17.5 Million
0.69% of portfolio
|
Q4 2024
Reduced 4.57%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
372,224
shares
|
$17.1 Million
6.86% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
Firestone Capital Management
|
Feb 14, 2025 Q4 2024 |
362,745
shares
|
$16.7 Million
4.2% of portfolio
|
Q4 2024
Reduced 6.52%
|
|
|
West Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
358,298
shares
|
$16.5 Million
4.87% of portfolio
|
Q4 2024
Added 3.9%
|
|
|
5 T Wealth, LLC
Napa, CA |
Jan 31, 2025 Q4 2024 |
354,141
shares
|
$16.3 Million
8.75% of portfolio
|
Q4 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
348,973
shares
|
$16 Million
0.25% of portfolio
|
Q1 2025
Reduced 25.24%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
344,134
shares
|
$15.8 Million
1.24% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
342,927
shares
|
$15.8 Million
0.47% of portfolio
|
Q4 2024
Added 24.65%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Jan 30, 2025 Q4 2024 |
338,615
shares
|
$15.6 Million
3.15% of portfolio
|
Q4 2024
Added 1.67%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
330,219
shares
|
$15.2 Million
0.51% of portfolio
|
Q4 2024
Reduced 58.6%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
319,990
shares
|
$14.7 Million
0.71% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
319,588
shares
|
$14.7 Million
0.51% of portfolio
|
Q1 2025
Added 154.27%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
315,029
shares
|
$14.5 Million
0.08% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Swp Financial LLC
San Diego, CA |
Jan 21, 2025 Q4 2024 |
312,820
shares
|
$14.4 Million
8.53% of portfolio
|
Q4 2024
Added 63.16%
|
|
|
Tennessee Valley Asset Management Partners
|
Jan 21, 2025 Q4 2024 |
312,345
shares
|
$14.4 Million
2.38% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
311,579
shares
|
$14.3 Million
2.04% of portfolio
|
Q4 2024
Reduced 4.88%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Feb 07, 2025 Q4 2024 |
310,344
shares
|
$14.3 Million
2.43% of portfolio
|
Q4 2024
Reduced 5.64%
|
|
|
Ffg Retirement Advisors LLC
Centennial, CO |
Jan 22, 2025 Q4 2024 |
306,958
shares
|
$14.1 Million
9.07% of portfolio
|
Q4 2024
Added 15.79%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
306,291
shares
|
$14.1 Million
0.02% of portfolio
|
Q3 2022
Reduced 3.74%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
301,612
shares
|
$13.9 Million
0.06% of portfolio
|
Q4 2024
Added 36.63%
|
|
|
Apeiron Ria LLC
|
Jan 17, 2025 Q4 2024 |
299,152
shares
|
$13.8 Million
3.87% of portfolio
|
Q4 2024
Reduced 17.74%
|
|
|
Forum Private Client Group LLC
|
Feb 13, 2025 Q4 2024 |
289,784
shares
|
$13.3 Million
5.83% of portfolio
|
Q4 2024
Added 4.79%
|
|
|
Old North State Trust, LLC
Greensboro, NC |
Mar 10, 2025 Q4 2024 |
285,180
shares
|
$13.1 Million
10.48% of portfolio
|
Q4 2024
Added 1279.21%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
283,169
shares
|
$13 Million
3.95% of portfolio
|
Q4 2024
Added 2467.26%
|