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 718 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 $31.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
62,163
shares
|
$2.81 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
61,977
shares
|
$2.81 Million
0.61% of portfolio
|
Q2 2023
Added 38.88%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
61,573
shares
|
$2.79 Million
0.25% of portfolio
|
Q3 2024
Reduced 19.83%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 15, 2025 Q4 2024 |
60,789
shares
|
$2.75 Million
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
60,100
shares
|
$2.72 Million
0.09% of portfolio
|
Q4 2024
Reduced 14.77%
|
|
|
Evolution Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
59,652
shares
|
$2.7 Million
0.46% of portfolio
|
Q4 2024
Reduced 8.83%
|
|
|
Alternative Investment Advisors, Llc.
Maitland, FL |
Dec 11, 2024 Q3 2024 |
59,282
shares
|
$2.68 Million
1.47% of portfolio
|
Q3 2024
Added 145.69%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
59,020
shares
|
$2.67 Million
0.29% of portfolio
|
Q3 2024
Added 64.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
59,011
shares
|
$2.67 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
58,420
shares
|
$2.64 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Vertex Planning Partners, LLC
Downers Grove, IL |
Nov 07, 2024 Q3 2024 |
58,378
shares
|
$2.64 Million
0.66% of portfolio
|
Q3 2024
Added 28.48%
|
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
57,724
shares
|
$2.61 Million
0.26% of portfolio
|
Q4 2022
Added 20.57%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
56,122
shares
|
$2.54 Million
0.84% of portfolio
|
Q3 2024
Reduced 4.35%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
54,830
shares
|
$2.48 Million
0.83% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
54,714
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2024
Added 7.97%
|
|
|
Investment Advisory Group, LLC
|
Jan 17, 2025 Q4 2024 |
54,346
shares
|
$2.46 Million
0.84% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
54,090
shares
|
$2.45 Million
0.16% of portfolio
|
Q3 2024
Added 45.1%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
53,282
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Added 949.89%
|
|
|
Rda Financial Network
|
Jan 15, 2025 Q4 2024 |
53,176
shares
|
$2.41 Million
0.71% of portfolio
|
Q4 2024
Added 43.94%
|
|
|
Sutton Place Investors LLC
Katonah, NY |
Jan 24, 2025 Q4 2024 |
52,835
shares
|
$2.39 Million
1.41% of portfolio
|
Q4 2024
Reduced 19.42%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
52,568
shares
|
$2.38 Million
0.41% of portfolio
|
Q4 2024
Reduced 0.51%
|
|
|
Northwest Capital Management Inc
|
Oct 15, 2024 Q3 2024 |
52,562
shares
|
$2.38 Million
0.92% of portfolio
|
Q3 2024
Reduced 3.65%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
52,362
shares
|
$2.37 Million
1.3% of portfolio
|
Q2 2024
Added 0.57%
|
|
|
Park Place Capital Corp
Birmingham, AL |
Jan 17, 2025 Q4 2024 |
52,043
shares
|
$2.36 Million
0.71% of portfolio
|
Q4 2024
Reduced 38.07%
|
|
|
Natixis Advisors, L.P.
Boston, MA |
Nov 06, 2024 Q3 2024 |
51,864
shares
|
$2.35 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.62%
|