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 845 institutions that hold shares in the stock, with a total of 687 Million shares, which have been reported (via 13F filing form) to have a value of $32 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
104,341
shares
|
$4.86 Million
3.56% of portfolio
|
Q3 2025
Reduced 37.03%
|
|
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
Nov 13, 2025 Q3 2025 |
103,393
shares
|
$4.82 Million
2.03% of portfolio
|
Q3 2025
Reduced 5.23%
|
|
|
Financial Advocates Investment Management
Olympia, WA |
Nov 06, 2025 Q3 2025 |
101,424
shares
|
$4.73 Million
2.9% of portfolio
|
Q3 2025
Reduced 20.65%
|
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Nov 14, 2025 Q3 2025 |
100,372
shares
|
$4.68 Million
0.51% of portfolio
|
Q3 2025
Added 10.1%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Oct 27, 2025 Q3 2025 |
95,829
shares
|
$4.46 Million
1.38% of portfolio
|
Q3 2025
Added 66.82%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
95,457
shares
|
$4.45 Million
0.01% of portfolio
|
Q3 2025
Reduced 57.39%
|
|
|
City National Bank Of Florida /Msd
Miami, FL |
Nov 14, 2025 Q3 2025 |
95,328
shares
|
$4.44 Million
2.94% of portfolio
|
Q3 2025
Reduced 8.47%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Oct 08, 2025 Q3 2025 |
93,987
shares
|
$4.38 Million
0.62% of portfolio
|
Q3 2025
Reduced 20.27%
|
|
|
Concorde Asset Management, LLC
|
Nov 14, 2025 Q3 2025 |
93,336
shares
|
$4.35 Million
1.96% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
93,198
shares
|
$4.34 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.36%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
91,227
shares
|
$4.25 Million
0.01% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Arkadios Wealth Advisors
|
Oct 29, 2025 Q3 2025 |
89,792
shares
|
$4.18 Million
0.11% of portfolio
|
Q3 2025
Reduced 2.01%
|
|
|
Moneywise, Inc.
|
Oct 23, 2025 Q3 2025 |
89,450
shares
|
$4.17 Million
2.04% of portfolio
|
Q3 2025
Added 12.1%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
89,370
shares
|
$4.16 Million
0.01% of portfolio
|
Q3 2025
Reduced 49.39%
|
|
|
Tradition Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
88,435
shares
|
$4.12 Million
0.34% of portfolio
|
Q3 2025
Reduced 28.64%
|
|
|
Maridea Wealth Management LLC
Brooklyn, NY |
Nov 07, 2025 Q3 2025 |
87,744
shares
|
$4.09 Million
0.64% of portfolio
|
Q3 2025
New holding
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 12, 2025 Q3 2025 |
86,095
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Added 23.22%
|
|
|
First Heartland Consultants, Inc.
|
Nov 10, 2025 Q3 2025 |
85,927
shares
|
$4 Million
0.36% of portfolio
|
Q3 2025
Reduced 15.25%
|
|
|
Shira Ridge Wealth Management
Larkspur, CA |
Oct 20, 2025 Q3 2025 |
85,345
shares
|
$3.98 Million
1.69% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
Oct 21, 2025 Q3 2025 |
83,934
shares
|
$3.91 Million
1.17% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
White Lighthouse Investment Management Inc.
|
Nov 13, 2025 Q3 2025 |
83,926
shares
|
$3.91 Million
0.6% of portfolio
|
Q3 2025
Reduced 4.63%
|
|
|
Life Planning Partners, Inc
|
Oct 23, 2025 Q3 2025 |
82,781
shares
|
$3.86 Million
3.0% of portfolio
|
Q3 2025
Reduced 4.26%
|
|
|
Howard Capital Management Inc.
|
Nov 03, 2025 Q3 2025 |
80,686
shares
|
$3.76 Million
0.04% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
80,058
shares
|
$3.73 Million
0.36% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Bos Asset Management, LLC
Springfield, IL |
Oct 21, 2025 Q3 2025 |
79,819
shares
|
$3.72 Million
1.05% of portfolio
|
Q3 2025
Added 4.64%
|
|