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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
36,522
shares
|
$1.68 Million
0.13% of portfolio
|
Q4 2024
Reduced 24.1%
|
|
|
Armis Advisers, LLC
Atlanta, GA |
Feb 25, 2025 Q4 2024 |
36,191
shares
|
$1.66 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
36,170
shares
|
$1.66 Million
0.0% of portfolio
|
Q4 2024
Added 24.85%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
36,139
shares
|
$1.66 Million
0.07% of portfolio
|
Q1 2020
Reduced 98.19%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Jan 17, 2025 Q4 2024 |
36,051
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2024
Added 112.16%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
35,850
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Reduced 7.54%
|
|
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
Feb 14, 2025 Q4 2024 |
35,641
shares
|
$1.64 Million
1.01% of portfolio
|
Q4 2024
Added 10.74%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
35,464
shares
|
$1.63 Million
0.34% of portfolio
|
Q4 2024
Added 20.23%
|
|
|
Cap Partners, LLC
Franklin, TN |
Jan 29, 2025 Q4 2024 |
35,377
shares
|
$1.63 Million
1.13% of portfolio
|
Q4 2024
Reduced 10.23%
|
|
|
Citigroup Inc
|
Feb 12, 2025 Q4 2024 |
35,335
shares
|
$1.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jan 28, 2025 Q4 2024 |
35,289
shares
|
$1.62 Million
0.05% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
Beacon Financial Advisory LLC
|
Jan 27, 2025 Q4 2024 |
35,104
shares
|
$1.61 Million
0.57% of portfolio
|
Q4 2024
Added 8.4%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
35,020
shares
|
$1.61 Million
0.1% of portfolio
|
Q4 2024
Reduced 35.26%
|
|
|
Tarbox Family Office, Inc.
|
Jan 16, 2025 Q4 2024 |
34,351
shares
|
$1.58 Million
0.26% of portfolio
|
Q4 2024
Added 13.24%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
33,570
shares
|
$1.54 Million
0.02% of portfolio
|
Q4 2024
Added 6.06%
|
|
|
Lex Aurum Advisors, LLC
|
Jan 21, 2025 Q4 2024 |
33,134
shares
|
$1.52 Million
0.31% of portfolio
|
Q4 2024
Reduced 4.25%
|
|
|
Silverleafe Capital Partners, LLC
Memphis, TN |
Jan 06, 2025 Q4 2024 |
33,051
shares
|
$1.52 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Two West Capital Advisors LLC
Overland Park, KS |
Jan 22, 2025 Q4 2024 |
32,912
shares
|
$1.51 Million
1.28% of portfolio
|
Q4 2024
Added 4.61%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
32,909
shares
|
$1.51 Million
0.44% of portfolio
|
Q3 2024
Added 33.77%
|
|
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
Jan 17, 2025 Q4 2024 |
32,743
shares
|
$1.5 Million
1.1% of portfolio
|
Q4 2024
Reduced 47.77%
|
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Feb 11, 2025 Q4 2024 |
30,924
shares
|
$1.42 Million
0.21% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
30,844
shares
|
$1.42 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.57%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jan 24, 2025 Q4 2024 |
30,821
shares
|
$1.42 Million
0.46% of portfolio
|
Q4 2024
Reduced 20.12%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
30,702
shares
|
$1.41 Million
0.59% of portfolio
|
Q3 2023
Reduced 33.92%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
29,589
shares
|
$1.36 Million
0.07% of portfolio
|
Q4 2024
Added 2.26%
|