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 |
|---|---|---|---|---|---|
|
Stash Investments, LLC
New York, NY |
Oct 14, 2025 Q3 2025 |
870,082
shares
|
$40.5 Million
17.48% of portfolio
|
Q3 2025
Added 8.59%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
846,668
shares
|
$39.4 Million
4.22% of portfolio
|
Q3 2023
Reduced 2.6%
|
|
|
Univest Financial Corp
|
Oct 30, 2025 Q3 2025 |
832,918
shares
|
$38.8 Million
2.24% of portfolio
|
Q3 2025
Added 13.61%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
802,688
shares
|
$37.4 Million
0.33% of portfolio
|
Q3 2025
Reduced 2.64%
|
|
|
Jacobson & Schmitt Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
763,844
shares
|
$35.6 Million
6.24% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
753,685
shares
|
$35.1 Million
0.58% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
701,413
shares
|
$32.7 Million
2.56% of portfolio
|
Q3 2023
Reduced 18.51%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
666,154
shares
|
$31 Million
1.55% of portfolio
|
Q3 2025
Reduced 4.3%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Nov 18, 2025 Q3 2025 |
665,565
shares
|
$31 Million
1.37% of portfolio
|
Q3 2025
Reduced 3.15%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
662,537
shares
|
$30.9 Million
0.72% of portfolio
|
Q3 2025
Added 28.07%
|
|
|
Landmark Wealth Management, Inc.
Normal, IL |
Oct 23, 2025 Q3 2025 |
651,897
shares
|
$30.4 Million
11.89% of portfolio
|
Q3 2025
Added 9.11%
|
|
|
One Advisory Partners, LLC
|
Nov 05, 2025 Q3 2025 |
647,595
shares
|
$30.2 Million
11.18% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Oct 31, 2025 Q3 2025 |
627,759
shares
|
$29.2 Million
1.91% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 14, 2025 Q3 2025 |
615,627
shares
|
$28.7 Million
10.36% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Invst, LLC
Indianapolis, IN |
Oct 16, 2025 Q2 2025 |
596,256
shares
|
$27.8 Million
3.57% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
592,919
shares
|
$27.6 Million
0.29% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
590,474
shares
|
$27.5 Million
3.91% of portfolio
|
Q2 2024
Added 3.09%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 17, 2025 Q3 2025 |
582,778
shares
|
$27.2 Million
0.58% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
581,987
shares
|
$27.1 Million
0.45% of portfolio
|
Q3 2025
Added 13.06%
|
|
|
Legacy Financial Group LLC
|
Jul 15, 2025 Q2 2025 |
574,665
shares
|
$26.8 Million
4.5% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
566,341
shares
|
$26.4 Million
0.04% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Stokes Family Office, LLC
|
Nov 14, 2025 Q3 2025 |
564,323
shares
|
$26.3 Million
2.68% of portfolio
|
Q3 2025
Reduced 15.26%
|
|
|
Keystone Financial Services
|
Nov 13, 2025 Q3 2025 |
562,880
shares
|
$26.2 Million
8.78% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Tnf LLC
|
Oct 25, 2024 Q3 2024 |
556,013
shares
|
$25.9 Million
9.36% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
551,435
shares
|
$25.7 Million
0.3% of portfolio
|
Q3 2025
Reduced 27.87%
|
|