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

iShares Core Total USD Bond Market ETF logo
$45.21 -0.03 (-0.07%)
As of 04:00 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)
609
Total
Institutional Inflows
(last 12 months)
$3.75B
Number of
Institutional Sellers
(last 12 months)
385
Total
Institutional Outflows
(last 12 months)
$1.55B
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IUSB Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group1,177,018$54.31M5.5%+37.0%0.124%
9/2/2026 Allianz Asset Management GmbH64,329$3.23M0.0%N/A0.007%
8/27/2026 Corient Private Wealth LP552,717$25.51M0.0%-4.1%0.058%
8/27/2026 Tucker Asset Management LLC3,078$142K0.0%-23.9%0.000%
8/26/2026 HORAN Wealth LLC12,672$585K0.1%+115.4%0.001%
8/26/2026 HighTower Advisors LLC542,631$25.04M0.0%+11.4%0.057%
8/25/2026 Advus Financial Partners LLC321,928$14.86M3.4%-2.9%0.034%
8/23/2026 Tanager Wealth Management LLP272,363$12.57M1.1%-9.7%0.029%
8/23/2026 Mason & Associates LLC2,945,948$135.96M28.2%+1.7%0.311%
8/23/2026 Ameritas Advisory Services LLC7,698$355K0.0%-86.9%0.001%
8/23/2026 Guardian Wealth Advisors LLC NC6,621$306K0.0%+71.3%0.001%
8/23/2026 Endeavor Private Wealth Inc.419,748$19.37M4.7%+35.8%0.044%
8/23/2026 HB Wealth Management LLC7,792$360K0.0%+15.3%0.001%
8/23/2026 Hutchens & Kramer Investment Management Group LLC28,685$1.32M0.4%+19.7%0.003%
8/22/2026 Noble Wealth Partners LLC25,807$1.19M1.0%N/A0.003%
8/22/2026 Advisory Solutions Group LLC63,276$2.92M1.0%N/A0.007%
8/22/2026 Tenet Wealth Partners LLC12,462$568K0.4%N/A0.001%
8/22/2026 Montgomery Financial Services LLC1,930$89K0.1%N/A0.000%
8/22/2026 Strive Financial Group LLC1,232$57K0.0%N/A0.000%
8/22/2026 Cassilly Financial Group LLC94,541$4.36M3.2%+22.4%0.010%
8/22/2026 Hopwood Nicholas Hunter88,956$4.11M1.1%N/A0.009%
8/22/2026 Blalock Williams LLC55,066$2.54M1.6%+57.2%0.006%
8/22/2026 Elevation Wealth Management LLC20,217$933K0.7%+4.4%0.002%
8/22/2026 BAM Wealth Management LLC11,258$520K0.3%+70.3%0.001%
8/22/2026 Cornerstone Advisors Asset Management LLC57,342$2.65M0.3%-7.0%0.006%
8/22/2026 Vested Financial Planning LLC34,155$1.58M1.1%+3.0%0.004%
8/22/2026 SMART Wealth LLC11,065$511K0.1%+116.4%0.001%
8/22/2026 Retirement Wealth Solutions LLC98,948$4.57M2.5%+44.5%0.010%
8/22/2026 LifePlan Investment Advisors Inc.175,803$8.11M2.8%+46.3%0.019%
8/22/2026 Sapient Capital LLC15,494$715K0.0%N/A0.002%
8/22/2026 Kickstand Ventures LLC.209,082$9.65M1.8%+18.0%0.022%
8/22/2026 Concurrent Investment Advisors LLC608,522$28.08M0.2%+39.2%0.064%
8/21/2026 Andina Capital Management LLC16,577$765K1.2%N/A0.002%
8/21/2026 Beacon Capital Management LLC101,980$4.71M0.7%N/A0.011%
8/21/2026 Continuum Advisory LLC122,933$5.67M0.5%+19.6%0.013%
8/21/2026 Coppell Advisory Solutions LLC505,473$23.33M4.4%N/A0.053%
8/21/2026 Firestone Capital Management354,450$16.36M3.1%+0.8%0.037%
8/21/2026 Beacon Financial Advisory LLC46,020$2.12M0.4%+54.4%0.005%
8/21/2026 Tsfg LLC19,473$899K0.1%-2.0%0.002%
8/21/2026 KFA Private Wealth Group LLC66,258$3.06M0.8%-16.5%0.007%
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8/21/2026 Secure Asset Management LLC77,580$3.58M0.5%+10.3%0.008%
8/21/2026 Financial Life Advisors369,768$17.07M4.9%+43.8%0.039%
8/20/2026 LGL Partners LLC110,630$5.11M1.9%N/A0.012%
8/20/2026 Avant Capital LLC8,020$370K0.2%N/A0.001%
8/20/2026 Cooper Haims Advisors LLC600,310$27.70M11.0%N/A0.063%
8/20/2026 Nwam LLC55,643$2.57M0.1%+108.4%0.006%
8/20/2026 Renasant Bank83,135$3.84M2.5%-5.4%0.009%
8/20/2026 Rehmann Capital Advisory Group18,612$859K0.0%+71.0%0.002%
8/20/2026 Denver PWM LLC29,978$1.38M0.4%N/A0.003%
8/20/2026 Orgel Wealth Management LLC197,945$9.14M0.2%-1.8%0.021%
8/20/2026 JNBA Financial Advisors684$32K0.0%N/A0.000%
8/20/2026 Advocacy Wealth Management LLC1,099,427$51.05M0.8%+170.9%0.116%
8/20/2026 M Holdings Securities Inc.58,217$2.69M0.4%+21.9%0.006%
8/20/2026 Ancora Advisors LLC400,059$18.46M0.4%+35.6%0.042%
8/20/2026 Susquehanna International Group LLP342,279$15.80M0.0%N/A0.036%
8/20/2026 Sigma Planning Corp55,332$2.55M0.1%+13.5%0.006%
8/20/2026 Benjamin Edwards Inc.27,673$1.28M0.0%+8.6%0.003%
8/20/2026 Davidson Investment Advisors12,237$565K0.0%+1.9%0.001%
8/20/2026 Northwestern Mutual Wealth Management Co.33,421,651$1.54B0.8%+10.2%3.529%
8/20/2026 Mcmorgan & Co. LLC1,099,343$50.74M7.6%-11.9%0.116%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,959$90K0.0%-50.9%0.000%
8/7/2026 Trust Co. of Vermont3,043$301K0.0%N/A0.000%
7/25/2026 SWP Financial LLC298,965$13.80M6.4%+0.3%0.032%
7/25/2026 TMB Capital Partners LLC85,530$3.95M1.2%+6.6%0.009%
7/25/2026 BridgePort Financial Solutions LLC47,384$2.19M0.6%+53.2%0.005%
7/24/2026 Avidian Wealth Enterprises LLC1,146,437$52.91M1.5%+4.2%0.122%
7/24/2026 D.A. Davidson & CO.313,806$14.48M0.1%-3.8%0.033%
7/24/2026 Noble Wealth Partners LLC25,807$1.19M1.0%N/A0.003%
7/24/2026 Benjamin Edwards Inc.27,673$1.28M0.0%+8.6%0.003%
7/24/2026 EverSource Wealth Advisors LLC31,831$1.47M0.0%+23.3%0.003%
7/24/2026 Ignite Planners LLC112,592$5.21M0.7%+2.4%0.012%
7/23/2026 Cape Investment Advisory Inc.54,060$2.50M0.7%+8.2%0.006%
7/23/2026 PFG Investments LLC16,620$767K0.0%+9.9%0.002%
7/23/2026 Bensler LLC230,170$10.62M0.9%-8.9%0.025%
7/23/2026 Nations Financial Group Inc. IA ADV51,169$2.36M0.1%+10.3%0.005%
7/23/2026 Leonard Rickey Investment Advisors P.L.L.C.107,688$4.97M0.8%-28.8%0.011%
7/23/2026 Wells Financial Advisors INC700$32K0.3%-71.1%0.000%
7/23/2026 Capital Investment Advisory Services LLC52,748$2.43M0.2%+17.4%0.006%
7/23/2026 Mosley Wealth Management51,039$2.36M0.7%-75.6%0.005%
7/23/2026 Columbus Macro LLC52,294$2.41M0.2%+7.3%0.006%
7/23/2026 Apollon Financial LLC62,631$2.89M0.3%+5.6%0.007%
7/23/2026 Apollon Wealth Management LLC302,827$13.98M0.2%+37.1%0.032%
7/23/2026 Oakworth Capital Inc.1,175$54K0.0%N/A0.000%
7/23/2026 Atlatl Advisers LLC248,945$11.49M2.7%-6.9%0.027%
7/22/2026 Two West Capital Advisors LLC127,755$5.84M2.9%+50.4%0.014%
7/22/2026 Oregon Pacific Wealth Management LLC19,696$909K0.9%+13.0%0.002%
7/22/2026 Pines Wealth Management LLC83,493$3.85M1.1%+2.6%0.009%
7/22/2026 Patton Albertson Miller Group LLC19,434$897K0.1%-20.9%0.002%
7/22/2026 Elevated Financial Group LLC563,378$26M7.1%+14.7%0.060%
7/22/2026 Xena Financial Planning LLC147,870$6.82M6.5%+6.0%0.016%
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7/22/2026 Balance Wealth Partners LLC100,699$4.65M1.2%+12.4%0.011%
7/22/2026 Madson Wealth Advisors Inc47,003$2.17M1.5%-4.9%0.005%
7/22/2026 Raleigh Capital Management Inc.23,779$1.10M0.4%+55.3%0.003%
7/22/2026 Forte Asset Management LLC103,695$4.79M2.0%-0.2%0.011%
7/22/2026 Moneywise Inc.64,798$2.99M1.1%-1.4%0.007%
7/22/2026 Evolution Wealth Management Inc.8,269$382K0.2%-11.6%0.001%
7/21/2026 Davidson Investment Advisors12,237$565K0.0%+1.9%0.001%
7/21/2026 Scarborough Advisors LLC12,646$582K0.1%-4.1%0.001%
7/21/2026 CV Advisors LLC17,687$813K0.2%N/A0.002%
7/21/2026 Leslie Global Wealth LLC224,529$10.36M4.0%N/A0.024%


IUSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 980 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. ($5.76B), Jones Financial Companies Lllp ($3.33B), Wells Fargo & Company MN ($2.23B), LPL Financial LLC ($2.12B), Northwestern Mutual Wealth Management Co. ($1.54B), Morgan Stanley ($1.15B), and JPMorgan Chase & Co. ($830.59M).Learn more on iShares Core Total USD Bond Market ETF's institutional investors.

Of the 889 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: LPL Financial LLC ($16.32M), Jones Financial Companies Lllp ($14.45M), Northwestern Mutual Wealth Management Co. ($9.85M), Johnson Financial Group Inc. ($5.05M), Mariner LLC ($5.03M), Envestnet Portfolio Solutions Inc. ($4.76M), and Raymond James Financial Inc. ($4.54M).

Institutional investors have bought a total of 80,728,042 shares in the last 24 months. This purchase volume represents approximately $3.75B in transactions.

Of the 385 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. ($11.88M), Envestnet Portfolio Solutions Inc. ($1.94M), JPMorgan Chase & Co. ($1.85M), Park Avenue Securities LLC ($1.82M), Spire Wealth Management ($1.43M), Janney Montgomery Scott LLC ($1.19M), and Farther Finance Advisors LLC ($951.26K).

Institutional investors have sold a total of 33,313,469 shares in the last 24 months. This volume of shares sold represents approximately $1.55B in transactions.


Related Companies

Institutional ownership data for NASDAQ:IUSB is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/2/2026. New 13F filings are added each quarter as they're published.
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