Free Trial

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

iShares Core Total USD Bond Market ETF logo
$45.95 +0.10 (+0.22%)
Closing price 07/25/2025 04:00 PM Eastern
Extended Trading
$45.74 -0.21 (-0.46%)
As of 07/25/2025 06:56 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for iShares Core Total USD Bond Market ETF (NASDAQ:IUSB)

Number of
Institutional Buyers
(last 12 months)
617
Total
Institutional Inflows
(last 12 months)
$5.13B
Number of
Institutional Sellers
(last 12 months)
459
Total
Institutional Outflows
(last 12 months)
$3.15B
Get IUSB Insider Trade Alerts

Want to know when executives and insiders are buying or selling iShares Core Total USD Bond Market ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

Skip Chart & View Institutional Buying and Selling Data

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
7/25/2025Northwest Capital Management Inc30,387$1.41M0.8%-23.5%0.004%
7/25/2025Atria Wealth Solutions Inc.1,095,353$50.57M1.1%-47.6%0.153%
7/25/2025Envestnet Portfolio Solutions Inc.14,044,456$649.28M2.4%-13.2%1.958%
7/25/2025Sequoia Financial Advisors LLC21,911$1.01M0.0%+334.1%0.003%
7/25/2025Lion Street Advisors LLC35,685$1.65M0.5%+41.2%0.005%
7/25/2025MGO One Seven LLC155,410$7.19M0.2%+888.8%0.022%
7/25/2025ONE Advisory Partners LLC677,440$31.10M10.3%-1.5%0.094%
7/25/2025Wells Financial Advisors INC16,550$765K1.1%-24.4%0.002%
7/25/2025Acorn Creek Capital LLC9,008$416K0.2%+65.8%0.001%
7/25/2025CWM LLC17,375,112$803.25M2.8%-3.9%2.423%
7/25/2025Lodestar Private Asset Management LLC261,011$12.07M1.4%+1.7%0.036%
7/25/2025Sovereign Financial Group Inc.70,455$3.26M0.7%-0.5%0.010%
7/25/2025Concurrent Investment Advisors LLC95,253$4.40M0.1%+14.3%0.013%
7/25/2025R. W. Roge & Company Inc.79,725$3.69M2.1%-11.9%0.011%
7/25/2025Apollon Wealth Management LLC193,632$8.95M0.2%-6.7%0.027%
7/24/2025 KFA Private Wealth Group LLC53,709$2.48M0.8%-3.6%0.008%
7/24/2025 JFS Wealth Advisors LLC659$30K0.0%-77.0%0.000%
7/24/2025 JB Capital LLC2,975,634$137.56M6.7%+0.9%0.416%
7/24/2025 Blue Trust Inc.764,470$35.34M0.4%-10.8%0.107%
7/24/2025 Robertson Stephens Wealth Management LLC80,338$3.71M0.1%+5.0%0.011%
7/24/2025 Endeavor Private Wealth Inc.276,719$12.79M6.0%+1.9%0.039%
7/24/2025 Wealthstar Advisors LLC54,827$2.54M1.0%-0.8%0.008%
7/24/2025 Galvin Gaustad & Stein LLC235,342$10.88M0.9%+1.9%0.033%
7/24/2025 M1 Capital Management LLC72,203$3.34M1.7%-18.7%0.010%
7/24/2025 Pinion Investment Advisors LLC57,444$2.66M0.9%-33.6%0.008%
7/24/2025 Coordinated Financial Services Inc.11,830$547K0.4%N/A0.002%
7/24/2025 McElhenny Sheffield Capital Management LLC27,000$1.25M0.1%N/A0.004%
7/24/2025 MSH Capital Advisors LLC27,608$1.28M0.4%+7.8%0.004%
7/24/2025 US Bancorp DE1,616,741$74.74M0.1%-6.8%0.226%
7/23/2025 Fulton Breakefield Broenniman LLC12,452$576K0.0%+82.1%0.002%
7/23/2025 Columbus Macro LLC69,500$3.21M0.4%+4.2%0.010%
7/23/2025 Clear Creek Financial Management LLC75,812$3.51M0.3%-17.0%0.011%
7/23/2025 Ignite Planners LLC108,984$4.99M0.7%+6.4%0.015%
7/23/2025 Dohj LLC86,237$3.92M1.1%-45.5%0.012%
7/23/2025 Valmark Advisers Inc.12,914$597K0.0%-17.3%0.002%
7/23/2025 Financial Life Advisors311,915$14.42M4.9%-6.4%0.044%
7/23/2025 Lansing Street Advisors93,405$4.32M1.3%+0.8%0.013%
7/23/2025 NBT Bank N A NY25,874$1.20M0.1%-1.0%0.004%
7/23/2025 Sax Wealth Advisors LLC169,427$7.83M0.5%+55.8%0.024%
7/23/2025 Venturi Wealth Management LLC102,244$4.73M0.2%-0.5%0.014%
Trump's 2025 Economic Revolution Is Here Are Your Retirement Savings Ready? (Ad)

Time is short. Trump's reforms may be coming fast—and the financial system roller coaster may be a ride that you don't want to take with your retirement savings.

>> Get your FREE copy of the2025 Retirement Protection Guide today <<
7/23/2025 Kingswood Wealth Advisors LLC26,844$1.24M0.1%-26.1%0.004%
7/23/2025 True Vision MN LLC345,307$15.96M8.8%-12.0%0.048%
7/23/2025 Tyche Wealth Partners LLC42,901$1.98M0.4%+208.1%0.006%
7/23/2025 Avantra Family Wealth Inc.42,424$1.96M1.6%-7.8%0.006%
7/23/2025 Bennett Associates Wealth Management109,454$5.06M3.9%-1.2%0.015%
7/23/2025 SteelPeak Wealth LLC1,200,349$55.49M2.1%-10.2%0.168%
7/23/2025 Heck Capital Advisors LLC55,910$2.59M0.2%-1.1%0.008%
7/22/2025 Valley National Advisers Inc.134,162$6.20M1.0%-1.4%0.019%
7/22/2025 Duncan Williams Asset Management LLC167,714$7.75M1.2%N/A0.023%
7/22/2025 Appleton Partners Inc. MA24,320$1.12M0.1%-4.4%0.003%
7/22/2025 PUREfi Wealth LLC9,680$448K0.4%+20.8%0.001%
7/22/2025 DAVENPORT & Co LLC45,112$2.09M0.0%-2.5%0.006%
7/22/2025 Valpey Financial Services LLC13,370$618K0.4%N/A0.002%
7/22/2025 Merit Financial Group LLC354,436$16.39M0.2%+1.6%0.050%
7/22/2025 Global Strategic Investment Solutions LLC863,967$39.94M4.3%+12.6%0.121%
7/22/2025 Beacon Financial Advisory LLC33,586$1.55M0.4%-10.8%0.005%
7/22/2025 Kickstand Ventures LLC.167,714$7.75M1.8%-8.8%0.023%
7/22/2025 Simplicity Wealth LLC632,077$29.22M1.2%+72.8%0.088%
7/22/2025 Sutton Place Investors LLC39,327$1.82M1.1%-21.1%0.006%
7/22/2025 Wealthcare Advisory Partners LLC4,472$207K0.0%N/A0.001%
7/22/2025 Hill Island Financial LLC19,782$915K0.3%-11.1%0.003%
7/22/2025 BridgePort Financial Solutions LLC43,287$2.00M0.7%+11.3%0.006%
7/22/2025 Firethorn Wealth Partners LLC80,793$3.74M1.6%-11.2%0.011%
7/22/2025 Bay Harbor Wealth Management LLC514,161$23.77M6.9%-7.1%0.072%
7/22/2025 Vested Financial Planning LLC17,278$799K0.7%-5.3%0.002%
7/22/2025 Windward Private Wealth Management Inc.25,906$1.20M0.4%-7.3%0.004%
7/21/2025 Ameriflex Group Inc.34,810$1.61M0.8%+6.9%0.005%
7/21/2025 Life Planning Partners Inc86,460$4.00M3.2%-6.9%0.012%
7/21/2025 Keystone Financial Group Inc.4,381$201K0.1%+172.6%0.001%
7/21/2025 Ascent Group LLC21,654$1.00M0.0%+65.8%0.003%
7/21/2025 New Century Financial Group LLC4,856$225K0.3%N/A0.001%
7/21/2025 Ameritas Advisory Services LLC4,899$226K0.0%-20.3%0.001%
7/21/2025 Quattro Financial Advisors LLC156,196$7.22M2.5%-2.0%0.022%
7/21/2025 Stash Investments LLC801,239$37.04M17.6%+8.8%0.112%
7/21/2025 Triad Wealth Partners LLC13,584$628K0.1%N/A0.002%
7/21/2025 Patriot Financial Group Insurance Agency LLC117,886$5.45M0.6%-25.8%0.016%
7/21/2025 Catalina Capital Group LLC21,278$984K0.7%-18.3%0.003%
7/18/2025 EWA LLC233,509$10.80M3.4%+16.6%0.033%
7/18/2025 Tanager Wealth Management LLP179,488$8.30M1.0%N/A0.025%
7/18/2025 Cantor Fitzgerald Investment Advisors L.P.18,066$835K0.1%-6.0%0.003%
7/18/2025 Precision Wealth Strategies LLC8,555$395K0.1%N/A0.001%
7/18/2025 B.O.S.S. Retirement Advisors LLC18,432$852K0.2%N/A0.003%
7/18/2025 Client 1ST Advisory Group LLC172,488$7.97M2.9%+3.4%0.024%
7/18/2025 Trilogy Capital Inc.7,195$333K0.0%-11.8%0.001%
7/18/2025 Marino Stram & Associates LLC21,668$1.00M0.2%-3.3%0.003%
7/18/2025 SWP Financial LLC264,701$12.24M6.7%-14.1%0.037%
7/18/2025 Impact Capital Partners LLC5,151$238K0.1%-22.3%0.001%
7/18/2025 SigFig Wealth Management LLC4,120,866$189.89M6.3%+0.7%0.577%
7/18/2025 Consolidated Portfolio Review Corp4,477$207K0.0%N/A0.001%
7/18/2025 Cooper Financial Group43,408$2.01M0.2%-49.7%0.006%
Trump’s #1 America First Stock (Ad)

America’s industrial comeback is underway — and it’s bigger than anyone expected. Over $5 trillion has already been pledged to restore U.S. manufacturing. Trump’s tariffs and trade pressure have set off a massive reshoring push, and the flood of investment is still gaining steam. But while everyone’s watching the big names, one under-the-radar company holds the key tech that could make it all work — and potentially benefit the most.

This could be the #1 America First stock of the decade.
7/18/2025 Truist Financial Corp1,612,013$74.52M0.1%-4.9%0.226%
7/18/2025 Lockerman Financial Group Inc.12,133$561K0.8%-8.1%0.002%
7/18/2025 BCU Wealth Advisors LLC152,616$7.06M3.2%-2.6%0.021%
7/17/2025 One Wealth Advisors LLC382,480$17.68M2.5%-19.9%0.054%
7/17/2025 Trivium Point Advisory LLC166,852$7.71M0.8%-2.7%0.023%
7/17/2025 Spectrum Strategic Capital Management LLC10,635$492K0.2%-12.8%0.001%
7/17/2025 Park Place Capital Corp6,413$295K0.1%-53.3%0.001%
7/17/2025 LifeGoal Wealth Advisors10,673$493K0.5%N/A0.001%
7/17/2025 Raleigh Capital Management Inc.18,189$841K0.4%-3.5%0.003%
7/17/2025 LexAurum Advisors LLC36,991$1.71M0.3%+4.4%0.005%
(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, 889 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. ($6.55B), Jones Financial Companies Lllp ($2.87B), BlackRock Inc. ($2.79B), LPL Financial LLC ($2.21B), Wells Fargo & Company MN ($1.92B), Northwestern Mutual Wealth Management Co. ($1.06B), and JPMorgan Chase & Co. ($837M).Learn more on iShares Core Total USD Bond Market ETF's institutional investors.

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

Of the 807 institutional investors that purchased iShares Core Total USD Bond Market ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Jones Financial Companies Lllp ($32.90M), Envestnet Portfolio Solutions Inc. ($20.10M), LPL Financial LLC ($16.27M), JPMorgan Chase & Co. ($15.27M), Cetera Investment Advisers ($5.21M), Park Avenue Securities LLC ($4.93M), and Kestra Investment Management LLC ($4.62M).

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

Institutional investors have bought a total of 111,495,052 shares in the last 24 months. This purchase volume represents approximately $5.13B in transactions.

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

Of the 458 institutional investors that sold iShares Core Total USD Bond Market ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($20.96M), Envestnet Portfolio Solutions Inc. ($9.72M), CreativeOne Wealth LLC ($2.61M), JPMorgan Chase & Co. ($2.59M), Park Avenue Securities LLC ($2.07M), Northwestern Mutual Wealth Management Co. ($1.71M), and Janney Montgomery Scott LLC ($1.52M).

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

Institutional investors have sold a total of 69,096,556 shares in the last 24 months. This volume of shares sold represents approximately $3.15B in transactions.



This page (NASDAQ:IUSB) was last updated on 7/26/2025 by MarketBeat.com Staff
From Our Partners