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 775 institutions that hold shares in the stock, with a total of 701 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 |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,402,030
shares
|
$64.5 Million
0.17% of portfolio
|
Q4 2024
Added 6.49%
|
|
|
First Ascent Asset Management, LLC
|
Feb 05, 2024 Q4 2023 |
1,395,540
shares
|
$64.2 Million
7.2% of portfolio
|
Q4 2023
Added 4.44%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,372,188
shares
|
$63.1 Million
0.09% of portfolio
|
Q3 2024
Added 55.76%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Feb 14, 2025 Q4 2024 |
1,254,666
shares
|
$57.7 Million
13.52% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
1,221,331
shares
|
$56.2 Million
2.29% of portfolio
|
Q4 2024
Added 3.92%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,215,315
shares
|
$55.9 Million
7.11% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
1,202,455
shares
|
$55.3 Million
0.73% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Feb 14, 2025 Q4 2024 |
1,098,952
shares
|
$50.5 Million
4.17% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Affinity Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
1,067,397
shares
|
$49.1 Million
9.12% of portfolio
|
Q4 2024
Added 7.38%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
1,019,408
shares
|
$46.9 Million
0.3% of portfolio
|
Q4 2024
Reduced 8.96%
|
|
|
Intelligence Driven Advisers, LLC
|
Jan 29, 2025 Q4 2024 |
988,985
shares
|
$45.5 Million
8.4% of portfolio
|
Q4 2024
Reduced 18.17%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
951,816
shares
|
$43.8 Million
0.17% of portfolio
|
Q4 2024
Added 5.89%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
905,381
shares
|
$41.6 Million
4.97% of portfolio
|
Q4 2024
Reduced 8.44%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
902,580
shares
|
$41.5 Million
0.08% of portfolio
|
Q4 2024
Added 6.43%
|
|
|
Horst & Graben Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
897,293
shares
|
$41.3 Million
7.48% of portfolio
|
Q4 2024
Reduced 12.52%
|
|
|
Destination Wealth Management
|
Feb 06, 2025 Q4 2024 |
891,091
shares
|
$41 Million
1.27% of portfolio
|
Q4 2024
Added 1.94%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
890,116
shares
|
$40.9 Million
1.01% of portfolio
|
Q4 2024
Reduced 7.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
886,414
shares
|
$40.8 Million
0.52% of portfolio
|
Q4 2024
Reduced 13.71%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
878,965
shares
|
$40.4 Million
0.29% of portfolio
|
Q4 2024
Added 18.57%
|
|
|
Stone House Investment Management, LLC
|
Feb 13, 2025 Q4 2024 |
878,026
shares
|
$40.4 Million
10.23% of portfolio
|
Q4 2024
Reduced 27.25%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
846,668
shares
|
$38.9 Million
4.22% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
779,593
shares
|
$35.8 Million
3.31% of portfolio
|
Q4 2024
Reduced 19.34%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
777,266
shares
|
$35.7 Million
1.63% of portfolio
|
Q4 2024
Added 2.22%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
746,932
shares
|
$34.3 Million
2.2% of portfolio
|
Q4 2024
Added 44.31%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
720,297
shares
|
$33.1 Million
1.15% of portfolio
|
Q4 2024
Added 909.22%
|