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 770 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 |
|---|---|---|---|---|---|
|
Theory Financial LLC
Fort Collins, CO |
Feb 03, 2025 Q4 2024 |
116,086
shares
|
$5.33 Million
2.26% of portfolio
|
Q4 2024
Reduced 18.35%
|
|
|
Concorde Asset Management, LLC
|
Feb 13, 2025 Q4 2024 |
116,043
shares
|
$5.33 Million
2.86% of portfolio
|
Q4 2024
Added 13.66%
|
|
|
Bms Financial Advisors, LLC
|
Jul 31, 2023 Q2 2023 |
108,625
shares
|
$4.99 Million
3.34% of portfolio
|
Q2 2023
Reduced 47.37%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
108,198
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2024
Reduced 7.14%
|
|
|
Maia Wealth LLC
Denver, CO |
Feb 05, 2025 Q4 2024 |
107,901
shares
|
$4.96 Million
1.06% of portfolio
|
Q4 2024
Reduced 27.07%
|
|
|
Bennett Associates Wealth Management
Butler, PA |
Jan 14, 2025 Q4 2024 |
106,459
shares
|
$4.89 Million
3.99% of portfolio
|
Q4 2024
Added 30.14%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
105,908
shares
|
$4.87 Million
2.63% of portfolio
|
Q4 2023
Reduced 14.19%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
105,089
shares
|
$4.83 Million
0.25% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
103,796
shares
|
$4.77 Million
0.07% of portfolio
|
Q4 2024
Added 11.66%
|
|
|
First Heartland Consultants, Inc.
|
Feb 14, 2025 Q4 2024 |
103,729
shares
|
$4.77 Million
0.49% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
99,243
shares
|
$4.56 Million
0.44% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
99,161
shares
|
$4.56 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Feb 13, 2025 Q4 2024 |
98,863
shares
|
$4.54 Million
1.6% of portfolio
|
Q4 2024
Added 49.32%
|
|
|
Lansing Street Advisors
|
Feb 03, 2025 Q4 2024 |
98,830
shares
|
$4.54 Million
1.6% of portfolio
|
Q4 2024
Added 20.27%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Jan 13, 2025 Q4 2024 |
97,929
shares
|
$4.5 Million
2.17% of portfolio
|
Q4 2024
Added 32.24%
|
|
|
Life Planning Partners, Inc
|
Feb 12, 2025 Q4 2024 |
96,923
shares
|
$4.45 Million
4.07% of portfolio
|
Q4 2024
Reduced 97.79%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Jan 13, 2025 Q4 2024 |
96,649
shares
|
$4.44 Million
0.49% of portfolio
|
Q4 2024
Reduced 29.44%
|
|
|
Firethorn Wealth Partners, LLC
|
Jan 21, 2025 Q4 2024 |
95,352
shares
|
$4.38 Million
2.24% of portfolio
|
Q4 2024
Reduced 16.79%
|
|
|
Ignite Planners, LLC
|
Jan 13, 2025 Q4 2024 |
94,521
shares
|
$4.34 Million
0.99% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
Keebeck Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
93,638
shares
|
$4.3 Million
0.63% of portfolio
|
Q4 2024
Reduced 7.38%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Feb 13, 2025 Q4 2024 |
93,365
shares
|
$4.29 Million
1.9% of portfolio
|
Q4 2024
New holding
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
92,891
shares
|
$4.27 Million
2.6% of portfolio
|
Q4 2024
Reduced 4.18%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
92,407
shares
|
$4.25 Million
0.15% of portfolio
|
Q4 2024
Reduced 34.04%
|
|
|
White Lighthouse Investment Management Inc.
|
Feb 04, 2025 Q4 2024 |
92,120
shares
|
$4.23 Million
0.73% of portfolio
|
Q4 2024
Added 1.77%
|
|
|
Keystone Wealth Services, LLC
|
Feb 06, 2025 Q4 2024 |
91,666
shares
|
$4.21 Million
1.18% of portfolio
|
Q4 2024
Reduced 2.19%
|