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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
91,630
shares
|
$4.21 Million
0.08% of portfolio
|
Q4 2022
Added 44.12%
|
|
|
Maripau Wealth Management LLC
Fort Wayne, IN |
Feb 05, 2025 Q4 2024 |
90,621
shares
|
$4.16 Million
2.61% of portfolio
|
Q4 2024
Reduced 29.51%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
89,805
shares
|
$4.13 Million
0.04% of portfolio
|
Q4 2024
Added 11.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
88,644
shares
|
$4.07 Million
0.29% of portfolio
|
Q4 2024
Added 43.97%
|
|
|
Clearview Wealth Advisors LLC
|
Jan 24, 2025 Q4 2024 |
87,844
shares
|
$4.04 Million
3.05% of portfolio
|
Q4 2024
Added 13.23%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
86,816
shares
|
$3.99 Million
0.27% of portfolio
|
Q4 2024
Added 609.11%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Feb 03, 2025 Q4 2024 |
84,097
shares
|
$3.86 Million
0.1% of portfolio
|
Q4 2024
Reduced 13.78%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
80,879
shares
|
$3.72 Million
1.5% of portfolio
|
Q4 2024
Reduced 3.44%
|
|
|
Apex Wealth Management, LLC
Bedford, NH |
Feb 14, 2025 Q4 2024 |
80,546
shares
|
$3.7 Million
3.14% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
80,416
shares
|
$3.7 Million
3.15% of portfolio
|
Q4 2024
Reduced 41.33%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
79,901
shares
|
$3.67 Million
0.21% of portfolio
|
Q4 2024
Reduced 18.23%
|
|
|
Tidemark, LLC
San Diego, CA |
Feb 10, 2025 Q4 2024 |
78,370
shares
|
$3.6 Million
1.4% of portfolio
|
Q4 2024
Added 135020.69%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
77,478
shares
|
$3.56 Million
0.4% of portfolio
|
Q4 2024
Added 17.83%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
76,697
shares
|
$3.52 Million
0.29% of portfolio
|
Q4 2024
Reduced 4.46%
|
|
|
Aspire Private Capital, LLC
|
Jan 17, 2025 Q4 2024 |
76,305
shares
|
$3.51 Million
0.87% of portfolio
|
Q4 2024
Reduced 1.95%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
75,918
shares
|
$3.49 Million
0.49% of portfolio
|
Q4 2024
Reduced 14.87%
|
|
|
Wealth Group LTD
Eden Prairie, MN |
Jan 08, 2025 Q4 2024 |
75,155
shares
|
$3.45 Million
0.98% of portfolio
|
Q4 2024
Reduced 56.41%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
73,567
shares
|
$3.38 Million
0.41% of portfolio
|
Q4 2024
Added 20.56%
|
|
|
River & Mercantile LLC
Waltham, MA |
Jan 30, 2025 Q4 2024 |
73,010
shares
|
$3.35 Million
0.99% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Sheridan Capital Management, LLC
San Rafael, CA |
Jan 22, 2025 Q4 2024 |
72,804
shares
|
$3.35 Million
2.31% of portfolio
|
Q4 2024
Reduced 4.38%
|
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Jan 14, 2025 Q4 2024 |
72,111
shares
|
$3.31 Million
0.76% of portfolio
|
Q4 2024
Reduced 19.06%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
71,579
shares
|
$3.29 Million
2.33% of portfolio
|
Q4 2024
Reduced 4.05%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Feb 05, 2025 Q4 2024 |
68,832
shares
|
$3.16 Million
1.13% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Jan 28, 2025 Q4 2024 |
68,371
shares
|
$3.14 Million
1.5% of portfolio
|
Q4 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
67,449
shares
|
$3.1 Million
0.06% of portfolio
|
Q4 2024
Added 18.27%
|