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 |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
197,377
shares
|
$8.98 Million
0.44% of portfolio
|
Q3 2024
Reduced 7.46%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
196,154
shares
|
$8.93 Million
0.19% of portfolio
|
Q2 2024
Added 0.89%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
195,391
shares
|
$8.89 Million
1.11% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
193,315
shares
|
$8.8 Million
2.1% of portfolio
|
Q3 2024
Added 55.64%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
192,101
shares
|
$8.74 Million
9.66% of portfolio
|
Q2 2022
Added 23.14%
|
|
|
Swp Financial LLC
San Diego, CA |
Oct 23, 2024 Q3 2024 |
191,725
shares
|
$8.73 Million
5.51% of portfolio
|
Q3 2024
Reduced 15.62%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Nov 08, 2024 Q3 2024 |
188,362
shares
|
$8.57 Million
4.74% of portfolio
|
Q3 2024
Reduced 7.37%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
187,236
shares
|
$8.52 Million
0.27% of portfolio
|
Q3 2024
Added 10.63%
|
|
|
Triangle Securities Wealth Management
|
Nov 14, 2024 Q3 2024 |
184,669
shares
|
$8.41 Million
2.31% of portfolio
|
Q3 2024
Added 1.72%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
184,018
shares
|
$8.38 Million
0.34% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
179,422
shares
|
$8.17 Million
0.8% of portfolio
|
Q3 2024
Added 18.1%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
177,413
shares
|
$8.08 Million
0.63% of portfolio
|
Q4 2023
Added 9.31%
|
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Oct 25, 2024 Q3 2024 |
174,042
shares
|
$7.92 Million
3.78% of portfolio
|
Q3 2024
Added 37.14%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Oct 08, 2024 Q3 2024 |
172,425
shares
|
$7.85 Million
2.36% of portfolio
|
Q3 2024
Reduced 61.74%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
169,871
shares
|
$7.73 Million
0.23% of portfolio
|
Q3 2024
Added 27.42%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
169,401
shares
|
$7.71 Million
6.94% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Paradigm Financial Partners, LLC
|
Nov 14, 2024 Q3 2024 |
163,099
shares
|
$7.42 Million
1.09% of portfolio
|
Q3 2024
Added 1.25%
|
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
157,955
shares
|
$7.19 Million
1.33% of portfolio
|
Q3 2024
Added 8.64%
|
|
|
Tsfg, LLC
|
Oct 15, 2024 Q3 2024 |
155,158
shares
|
$7.06 Million
1.6% of portfolio
|
Q3 2024
Added 3.24%
|
|
|
Hoese & CO LLP
|
Oct 09, 2024 Q3 2024 |
154,017
shares
|
$7.01 Million
6.16% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
153,016
shares
|
$6.97 Million
0.24% of portfolio
|
Q3 2024
Added 6.09%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
151,719
shares
|
$6.91 Million
0.26% of portfolio
|
Q4 2023
New holding
|
|
|
Mount Yale Investment Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
150,775
shares
|
$6.86 Million
0.69% of portfolio
|
Q3 2024
Added 12.71%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
149,756
shares
|
$6.82 Million
1.26% of portfolio
|
Q3 2024
Added 5.11%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
149,682
shares
|
$6.81 Million
0.88% of portfolio
|
Q3 2024
Added 9.81%
|