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 |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
233,357
shares
|
$10.7 Million
0.58% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
232,475
shares
|
$10.7 Million
0.02% of portfolio
|
Q4 2024
Added 263.53%
|
|
|
Townsquare Capital LLC
|
Feb 13, 2025 Q4 2024 |
226,179
shares
|
$10.4 Million
0.12% of portfolio
|
Q4 2024
Reduced 10.98%
|
|
|
Orgel Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
223,365
shares
|
$10.3 Million
0.27% of portfolio
|
Q4 2024
Reduced 2.07%
|
|
|
Galvin, Gaustad & Stein, LLC
|
Jan 17, 2025 Q4 2024 |
223,221
shares
|
$10.3 Million
0.96% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Lvw Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
219,508
shares
|
$10.1 Million
1.23% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Dohj, LLC
Seattle, WA |
Jan 23, 2025 Q4 2024 |
216,439
shares
|
$9.95 Million
2.27% of portfolio
|
Q4 2024
Added 11.96%
|
|
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
Jan 07, 2025 Q4 2024 |
216,196
shares
|
$9.94 Million
4.96% of portfolio
|
Q4 2024
New holding
|
|
|
Ewa, LLC
Pittsbugh, PA |
Feb 14, 2025 Q4 2024 |
215,984
shares
|
$9.93 Million
3.67% of portfolio
|
Q4 2024
Added 3.85%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
215,347
shares
|
$9.9 Million
0.54% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
214,676
shares
|
$9.87 Million
1.52% of portfolio
|
Q4 2024
Reduced 15.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
212,164
shares
|
$9.76 Million
0.02% of portfolio
|
Q4 2024
Added 96.09%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
211,148
shares
|
$9.71 Million
0.27% of portfolio
|
Q4 2024
Reduced 19.87%
|
|
|
Kilter Group LLC
Rhinebeck, NY |
Mar 06, 2025 Q4 2024 |
199,007
shares
|
$9.15 Million
5.85% of portfolio
|
Q4 2024
New holding
|
|
|
Mosley Wealth Management
Anaheim, CA |
Feb 11, 2025 Q4 2024 |
196,721
shares
|
$9.05 Million
5.54% of portfolio
|
Q4 2024
Reduced 2.91%
|
|
|
Bivin & Associates, Inc.
Ponca City, OK |
Aug 11, 2022 Q2 2022 |
192,101
shares
|
$8.83 Million
9.66% of portfolio
|
Q2 2022
Added 23.14%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
190,249
shares
|
$8.75 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Triangle Securities Wealth Management
|
Jan 15, 2025 Q4 2024 |
189,781
shares
|
$8.73 Million
2.29% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
187,476
shares
|
$8.62 Million
0.34% of portfolio
|
Q4 2024
Reduced 19.4%
|
|
|
Veridan Wealth LLC
West Linn, OR |
Feb 05, 2025 Q4 2024 |
187,176
shares
|
$8.61 Million
3.97% of portfolio
|
Q4 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
186,554
shares
|
$8.58 Million
0.16% of portfolio
|
Q4 2024
Reduced 4.89%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
185,179
shares
|
$8.51 Million
0.2% of portfolio
|
Q4 2024
Added 9.01%
|
|
|
Cypress Wealth Services, LLC
|
Jan 14, 2025 Q4 2024 |
184,782
shares
|
$8.5 Million
1.76% of portfolio
|
Q4 2024
Reduced 11.63%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jan 29, 2025 Q4 2024 |
184,664
shares
|
$8.49 Million
4.5% of portfolio
|
Q4 2024
Reduced 1.96%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
183,740
shares
|
$8.45 Million
1.71% of portfolio
|
Q4 2024
Added 26.03%
|