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iShares Core Total USD Bond Market ETF (IUSB) Institutional Ownership

iShares Core Total USD Bond Market ETF logo
$45.71 +0.18 (+0.39%)
Closing price 02/21/2025 03:59 PM Eastern
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$45.70 0.00 (0.00%)
As of 02/21/2025 06:42 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Number of
Institutional Buyers
(last 12 months)
599
Total
Institutional Inflows
(last 12 months)
$5.81B
Number of
Institutional Sellers
(last 12 months)
370
Total
Institutional Outflows
(last 12 months)
$2.73B
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IUSB Institutional Buying and Selling by Quarter

iShares Core Total USD Bond Market ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/21/2025Ascent Group LLC8,545$386K0.0%-69.0%0.001%
2/19/2025 Invst LLC905,381$40.92M5.0%-8.4%0.127%
2/19/2025 Parr Mcknight Wealth Management Group LLC425,304$19.22M2.8%N/A0.060%
2/19/2025 WCG Wealth Advisors LLC478,821$21.65M1.4%+4.4%0.067%
2/18/2025 Western Wealth Management LLC10,116$457K0.1%-84.1%0.001%
2/18/2025 Sunbelt Securities Inc.23,572$1.07M0.1%+32.7%0.003%
2/18/2025 Pettinga Financial Advisors LLC19,333$874K0.2%-83.8%0.003%
2/18/2025 Retirement Planning Group LLC8,319$376K0.0%N/A0.001%
2/18/2025 City National Bank of Florida MSD156,147$7.06M6.4%N/A0.022%
2/18/2025 JT Stratford LLC45,410$2.05M0.3%-11.7%0.006%
2/18/2025 Novem Group6,556$296K0.0%N/A0.001%
2/18/2025 Focus Partners Advisor Solutions LLC56,984$2.58M0.0%+571.3%0.008%
2/18/2025 First Heartland Consultants Inc.103,729$4.69M0.5%+1.0%0.015%
2/18/2025 Continuum Advisory LLC65,674$2.97M0.4%+5.4%0.009%
2/18/2025 Mpwm Advisory Solutions LLC1,334$60K0.0%N/A0.000%
2/17/2025 Waverly Advisors LLC282,865$12.79M0.2%+3,758.0%0.040%
2/17/2025 Willis Johnson & Associates Inc.8,440$381K0.0%-18.5%0.001%
2/17/2025 Visionary Wealth Advisors35,020$1.58M0.1%-35.3%0.005%
2/17/2025 WBI Investments LLC21,180$957K0.2%+2.4%0.003%
2/17/2025 Sentinus LLC283,169$12.80M3.7%+2,467.3%0.040%
2/17/2025 Snowden Capital Advisors LLC171,703$7.76M0.2%-8.3%0.024%
2/17/2025 Royal Bank of Canada3,112,441$140.68M0.0%+14.3%0.438%
2/17/2025 Redwood Financial Network Corp4,823$218K0.2%-12.5%0.001%
2/17/2025 Redwood Investment Management LLC99,243$4.49M0.4%+7.9%0.014%
2/17/2025 Quadcap Wealth Management LLC8,003$362K0.1%-38.4%0.001%
2/17/2025 Laird Norton Wetherby Wealth Management LLC29,589$1.34M0.1%+2.3%0.004%
2/17/2025 LifePlan Investment Advisors Inc.92,891$4.20M2.6%-4.2%0.013%
2/17/2025 Investor s Fiduciary Advisor Network LLC45,742$2.07M0.8%N/A0.006%
2/17/2025 Guardian Wealth Advisors LLC NC420,485$19.01M1.5%N/A0.059%
2/17/2025 Gen Wealth Partners Inc43,682$1.97M0.8%-11.1%0.006%
2/17/2025 Focus Partners Wealth1,002,722$45.36M0.1%N/A0.141%
2/17/2025 Fullcircle Wealth LLC80,879$3.67M1.5%-3.4%0.011%
2/17/2025 CoreCap Advisors LLC22,397$1.01M0.0%-55.9%0.003%
2/17/2025 Cetera Investment Advisers10,437,128$471.76M1.0%-3.1%1.467%
2/17/2025 Captrust Financial Advisors51,566$2.33M0.0%-52.0%0.007%
2/17/2025 Cary Street Partners Financial LLC14,619$661K0.0%N/A0.002%
2/17/2025 Baird Financial Group Inc.902,580$40.80M0.1%+6.4%0.127%
2/17/2025 Beverly Hills Private Wealth LLC10,026$453K0.1%-37.1%0.001%
2/17/2025 Bank of America Corp DE3,241,601$146.52M0.0%-3.9%0.456%
2/17/2025 Benjamin Edwards Inc.19,260$871K0.0%-8.0%0.003%
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2/17/2025 BNP Paribas Financial Markets1,698$77K0.0%+3,365.3%0.000%
2/17/2025 Ameriprise Financial Inc.10,409,106$470.41M0.1%+1.9%1.463%
2/17/2025 Ancora Advisors LLC257,345$11.63M0.3%+10.1%0.036%
2/17/2025 Aptus Capital Advisors LLC457,535$20.68M0.2%+583.8%0.064%
2/17/2025 Apex Wealth Management LLC80,546$3.64M3.1%N/A0.011%
2/17/2025 Accredited Wealth Management LLC16,615$751K0.7%N/A0.002%
2/17/2025 Acorn Financial Advisory Services Inc. ADV11,163$505K0.1%-10.8%0.002%
2/14/2025 Gallagher Fiduciary Advisors LLC17,550$793K0.2%+268.2%0.002%
2/14/2025 Mercer Global Advisors Inc. ADV234,921$10.62M0.0%+2.4%0.033%
2/14/2025 LGT Financial Advisors LLC1,155$52K0.1%-18.7%0.000%
2/14/2025 Jane Street Group LLC134,241$6.07M0.0%-61.0%0.019%
2/14/2025 Rehmann Capital Advisory Group12,523$566K0.0%-7.9%0.002%
2/14/2025 Comerica Bank301,612$13.63M0.1%+36.6%0.042%
2/14/2025 Firestone Capital Management362,745$16.40M4.1%-6.5%0.051%
2/14/2025 Lido Advisors LLC8,243$373K0.0%N/A0.001%
2/14/2025 Northern Trust Corp4,538$205K0.0%N/A0.001%
2/14/2025 Beacon Pointe Advisors LLC4,769$216K0.0%N/A0.001%
2/14/2025 Leslie Global Wealth LLC254,393$11.50M5.3%N/A0.036%
2/14/2025 Eight 31 Financial LLC59,896$2.71M2.0%-48.2%0.008%
2/14/2025 Coldstream Capital Management Inc.42,260$1.91M0.0%-10.5%0.006%
2/14/2025 Capital Analysts LLC381,040$17.22M0.7%-4.6%0.054%
2/14/2025 Kovitz Investment Group Partners LLC99,161$4.48M0.0%-0.5%0.014%
2/14/2025 Keyvantage Wealth LLC125,602$5.68M4.1%N/A0.018%
2/14/2025 Integrated Wealth Concepts LLC1,574,354$71.16M0.8%+18.1%0.221%
2/14/2025 Coppell Advisory Solutions LLC3,014$136K0.0%-14.7%0.000%
2/14/2025 MGO One Seven LLC17,210$778K0.0%-83.2%0.002%
2/14/2025 IHT Wealth Management LLC16,849$762K0.0%-30.7%0.002%
2/14/2025 Stifel Financial Corp2,934,440$132.64M0.1%-7.2%0.413%
2/14/2025 OneDigital Investment Advisors LLC7,715,329$348.73M4.0%-9.6%1.085%
2/14/2025 Optivise Advisory Services LLC49,816$2.25M1.2%-4.9%0.007%
2/14/2025 Tradition Wealth Management LLC153,435$6.94M0.6%-14.5%0.022%
2/14/2025 Transce3nd LLC4,157$188K0.1%N/A0.001%
2/14/2025 Mcmorgan & Co. LLC1,827,676$82.61M12.8%+2.1%0.257%
2/14/2025 MML Investors Services LLC7,898,266$357.00M1.2%-6.6%1.110%
2/14/2025 BOS Asset Management LLC98,863$4.47M1.6%+49.3%0.014%
2/14/2025 Freedom Investment Management Inc.5,997$271K0.0%-4.0%0.001%
2/14/2025 GeoWealth Management LLC4,485,596$202.75M6.6%+12.9%0.631%
2/14/2025 Concourse Financial Group Securities Inc.636,275$28.80M1.6%-8.0%0.089%
2/13/2025 MSH Capital Advisors LLC18,005$814K0.3%N/A0.003%
2/13/2025 NewEdge Advisors LLC2,843,715$128.54M0.8%+11.8%0.400%
2/13/2025 Resurgent Financial Advisors LLC47,303$2.14M1.3%-2.7%0.007%
2/13/2025 Lifelong Wealth Advisors Inc.93,365$4.22M1.9%N/A0.013%
2/13/2025 Regal Investment Advisors LLC430,820$19.47M1.5%-8.0%0.061%
2/13/2025 United Capital Financial Advisors LLC5,178,060$234.05M2.0%-11.4%0.728%
2/13/2025 XTX Topco Ltd7,368$333K0.0%N/A0.001%
2/13/2025 Hanlon Investment Management Inc.55,388$2.50M0.7%-31.2%0.008%
2/13/2025 CreativeOne Wealth LLC2,169,590$98.07M3.0%-11.0%0.305%
2/13/2025 Mariner LLC9,718,320$439.27M0.7%+17.8%1.366%
2/13/2025 Stone House Investment Management LLC878,026$39.69M10.1%-27.3%0.123%
2/13/2025 Peninsula Wealth LLC159,067$7.19M1.2%+0.7%0.022%
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2/13/2025 SageView Advisory Group LLC18,960$857K0.0%-8.2%0.003%
2/13/2025 Keystone Financial Group8,913$403K0.0%N/A0.001%
2/13/2025 Savvy Advisors Inc.640,148$28.94M3.5%+35.9%0.090%
2/13/2025 Sagespring Wealth Partners LLC65,707$2.97M0.0%N/A0.009%
2/13/2025 Townsquare Capital LLC226,179$10.22M0.1%-11.0%0.032%
2/13/2025 Rockefeller Capital Management L.P.145,305$6.57M0.0%+17.9%0.020%
2/13/2025 NFP Retirement Inc.9,400$425K0.0%+2.5%0.001%
2/13/2025 Concorde Asset Management LLC116,043$5.25M2.7%+13.7%0.016%
2/13/2025 Elios Financial Group Inc.49,742$2.25M1.1%-1.3%0.007%
2/13/2025 Hobbs Wealth Management LLC47,056$2.13M2.4%N/A0.007%
(Data available from 1/1/2016 forward)

IUSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IUSB shares?

During the previous two years, 817 institutional investors and hedge funds held shares of iShares Core Total USD Bond Market ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($6.38B), BlackRock Inc. ($2.79B), Jones Financial Companies Lllp ($2.74B), LPL Financial LLC ($2.02B), Wells Fargo & Company MN ($1.92B), CWM LLC ($1.00B), and Envestnet Portfolio Solutions Inc. ($969.20M).Learn more on IUSB's institutional investors.

Which institutional investors have been buying iShares Core Total USD Bond Market ETF stock?

Of the 755 institutional investors that purchased iShares Core Total USD Bond Market ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($30.97M), Jones Financial Companies Lllp ($29.63M), Envestnet Portfolio Solutions Inc. ($20.10M), LPL Financial LLC ($17.84M), JPMorgan Chase & Co. ($15.23M), CWM LLC ($7.25M), and Park Avenue Securities LLC ($7.15M).

How much institutional buying is happening at iShares Core Total USD Bond Market ETF?

Institutional investors have bought a total of 277,407,451 shares in the last 24 months. This purchase volume represents approximately $15.25B in transactions.

Which iShares Core Total USD Bond Market ETF major shareholders have been selling company stock?

Of the 483 institutional investors that sold iShares Core Total USD Bond Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($51.95M), BlackRock Inc. ($8.26M), Osaic Holdings Inc. ($7.19M), CWM LLC ($6.96M), CreativeOne Wealth LLC ($2.94M), Envestnet Portfolio Solutions Inc. ($2.73M), and Park Avenue Securities LLC ($2.68M).

How much institutional selling is happening at iShares Core Total USD Bond Market ETF?

Institutional investors have sold a total of 128,233,597 shares in the last 24 months. This volume of shares sold represents approximately $6.32B in transactions.



This page (NASDAQ:IUSB) was last updated on 2/22/2025 by MarketBeat.com Staff
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