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

iShares Core Total USD Bond Market ETF logo
$45.73 -0.07 (-0.15%)
As of 07/8/2026 04:00 PM Eastern

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

Number of
Institutional Buyers
(last 12 months)
649
Total
Institutional Inflows
(last 12 months)
$3.81B
Number of
Institutional Sellers
(last 12 months)
456
Total
Institutional Outflows
(last 12 months)
$2.50B
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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
7/8/2026Chesley Taft & Associates LLC4,983$230K0.0%N/A0.001%
7/8/2026First Heartland Consultants Inc.110,333$5.09M0.3%+27.8%0.012%
7/8/2026TrueWealth Advisors LLC14,569$672K0.2%+23.5%0.002%
7/8/2026LifeGoal Investments LLC13,529$624K0.3%+16.7%0.001%
7/8/2026Cooper Financial Group39,882$1.84M0.2%+12.3%0.004%
7/8/2026Elevation Wealth Partners LLC777,144$35.87M10.7%+12.4%0.084%
7/8/2026Apella Capital LLC1,382,574$63.32M0.9%+23.2%0.149%
7/8/2026 Midwest Financial Network LLC15,788$729K0.5%N/A0.002%
7/8/2026 Archer Investment Management LLC28,591$1.32M0.5%-44.7%0.003%
7/7/2026 Fermata Advisors LLC6,308$291K0.1%-4.7%0.001%
7/7/2026 180 Wealth Advisors LLC8,546$394K0.0%+30.9%0.001%
7/7/2026 Foster Group Inc.29,522$1.36M0.0%-2.0%0.003%
7/7/2026 Trinity Wealth Management LLC8,034$371K0.1%N/A0.001%
7/7/2026 Balefire LLC120,307$5.55M0.9%+447.0%0.013%
7/7/2026 Dynamic Advisor Solutions LLC8,779$405K0.0%-31.3%0.001%
7/7/2026 Harbor Investment Advisory LLC3,785$175K0.0%+72.1%0.000%
7/7/2026 Central Pacific Bank Trust Division51,498$2.38M0.2%-7.4%0.006%
7/7/2026 Arlington Trust Co LLC6,066$280K0.0%-6.6%0.001%
7/7/2026 CoreCap Advisors LLC117,737$5.43M0.2%+38.5%0.013%
7/7/2026 Pacific Excel Wealth Advisors Inc.21,344$985K0.4%N/A0.002%
7/6/2026 RDA Financial Network60,553$2.80M0.6%+83.0%0.007%
7/6/2026 Trilogy Capital Inc.8,589$396K0.0%+20.2%0.001%
7/2/2026 KERR FINANCIAL PLANNING Corp25,052$1.16M1.3%-2.0%0.003%
6/26/2026WealthPoint Financial LLC51,581$2.38M1.9%+3.3%0.007%
6/24/2026Redwood Investment Management LLC94,878$4.38M0.5%+9.5%0.012%
6/4/2026Town Capital LLC5,915$273K0.2%-78.1%0.001%
6/3/2026Parallel Advisors LLC38,152$1.76M0.0%-31.9%0.005%
6/3/2026NewEdge Advisors LLC3,087,463$142.61M0.5%+8.9%0.390%
6/1/2026Concorde Asset Management LLC102,539$4.74M2.3%+1.2%0.013%
5/28/2026Maripau Wealth Management LLC43,832$2.03M0.9%-0.7%0.006%
5/27/2026Security Financial Services INC.210,078$9.70M1.5%+6.5%0.027%
5/26/2026Serenity Investment Advisors4,439$204K0.1%N/A0.001%
5/22/2026Wellington Grp LLC3,928$181K0.1%+947.5%0.000%
5/22/2026Verus Capital Partners LLC137,535$6.35M0.4%-16.3%0.017%
5/20/2026J. Mark Nickell & Co.276,300$12.76M11.5%+10.3%0.035%
5/20/2026Arete Wealth Advisors LLC67,127$3.10M0.2%-4.2%0.008%
5/19/2026Western Wealth Management LLC72,177$3.33M0.1%+12.7%0.009%
5/19/2026Royal Fund Management LLC159,169$7.35M0.7%-1.8%0.020%
5/19/2026Bank of America Corp DE2,522,974$116.54M0.0%+3.7%0.319%
5/19/2026Ashton Thomas Securities LLC263,033$12.14M1.5%N/A0.033%
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5/19/2026Arkadios Wealth Advisors220,994$10.21M0.2%+108.5%0.028%
5/19/2026Arete Wealth Advisors LLC67,127$3.10M0.2%-4.2%0.008%
5/18/2026EverSource Wealth Advisors LLC25,825$1.19M0.0%+1.4%0.003%
5/18/2026Royal Bank of Canada4,298,070$198.53M0.0%+8.2%0.543%
5/15/2026Intelligence Driven Advisers LLC971,550$44.88M7.8%-6.8%0.123%
5/15/2026Gateway Wealth Partners LLC495,031$22.87M0.9%+214.8%0.063%
5/15/2026Waverly Advisors LLC81,959$3.79M0.0%+9.5%0.010%
5/15/2026Wealth Alliance LLC562,117$25.96M2.6%+17.5%0.071%
5/14/2026GC Wealth Management RIA LLC15,468$714K0.0%+36.2%0.002%
5/14/2026Compound Planning Inc.633,452$29.26M0.9%+10.4%0.080%
5/14/2026Modern Wealth Management LLC550,514$25.37M0.4%+40.3%0.070%
5/14/2026Keebeck Wealth Management152,297$7.04M0.8%+257.3%0.019%
5/14/2026Sei Investments Co.4,650$215K0.0%-48.0%0.001%
5/14/2026Lido Advisors LLC104,853$4.84M0.0%+86.2%0.013%
5/13/2026Cetera Investment Advisers10,043,013$463.89M0.5%+5.5%1.269%
5/13/2026NewEdge Wealth LLC6,636$307K0.0%+26.3%0.001%
5/8/2026PNC Financial Services Group Inc.1,455,397$67.23M0.0%+1.0%0.184%
5/8/2026Glenview Trust Co13,013$601K0.0%N/A0.002%
5/8/2026Johnson Financial Group Inc.5,053,447$233.42M8.5%+7,027.0%0.639%
5/7/2026Wells Financial Advisors INC2,420$112K0.5%-42.7%0.000%
5/7/2026Scarborough Advisors LLC13,189$609K0.1%-17.1%0.002%
5/7/2026 Balefire LLC21,995$1.02M0.2%+352.8%0.003%
5/7/2026Parallel Advisors LLC38,152$1.76M0.0%-31.9%0.005%
5/7/2026Regimen Wealth LLC77,064$3.56M1.0%-41.8%0.010%
5/7/2026Liberty Square Wealth Partners LLC6,127$283K0.1%-32.0%0.001%
5/7/2026Vision Retirement LLC50,711$2.34M0.7%-15.9%0.006%
5/7/2026World Equity Group Inc.33,773$1.56M0.4%+7.6%0.004%
5/7/2026Precision Wealth Strategies LLC11,830$546K0.2%-4.6%0.001%
5/7/2026Windward Private Wealth Management Inc.22,071$1.02M0.4%-2.7%0.003%
5/7/2026Hershey Financial Advisers LLC29,677$1.37M1.2%+25.0%0.004%
5/6/2026Aviance Capital Partners LLC18,876$872K0.1%N/A0.002%
5/6/2026GatePass Capital LLC13,007$601K0.3%-12.9%0.002%
5/6/2026Cornerstone Planning Group LLC253,664$11.68M1.6%+30.0%0.032%
5/6/2026Assetmark Inc.1,864,366$86.12M0.2%+3.7%0.236%
5/6/2026Fiscal Wisdom Wealth Management LLC33,612$1.55M1.5%+27.2%0.004%
5/6/2026SteelPeak Wealth LLC1,090,959$50.39M1.5%-0.2%0.138%
5/6/2026Frisch Financial Group Inc.457,422$21.13M4.4%+93.2%0.058%
5/6/2026Sofi Wealth LLC1,553,764$71.77M3.5%+28.7%0.196%
5/6/2026Independent Financial Group LLC143,179$6.61M0.2%N/A0.018%
5/6/2026Prosperity Consulting Group LLC16,296$753K0.0%+5.2%0.002%
5/5/2026Quartz Partners LLC20,108$929K0.4%-18.1%0.003%
5/5/2026Noesis Capital Mangement Corp5,789$267K0.0%N/A0.001%
5/5/2026Mcmorgan & Co. LLC1,247,471$57.62M9.3%-22.8%0.158%
5/5/2026D.A. Davidson & CO.326,201$15.07M0.1%-3.2%0.041%
5/5/2026Bank of New York Mellon Corp10,974,170$506.90M0.1%+13.8%1.387%
5/5/2026Theory Financial LLC89,293$4.12M1.4%+5.5%0.011%
5/5/2026Geneos Wealth Management Inc.49,775$2.30M0.1%+11.2%0.006%
5/5/2026Northstar Financial Companies Inc.23,884$1.10M0.9%+331.5%0.003%
5/5/2026Sanctuary Advisors LLC2,667,710$123.22M0.7%+4.9%0.337%
5/5/2026Sigma Planning Corp48,736$2.25M0.1%+3.7%0.006%
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5/5/2026Wealthgarden F.S. LLC23,477$1.08M0.7%+19.9%0.003%
5/5/2026Nwam LLC26,696$1.23M0.1%+22.8%0.003%
5/4/2026AMG National Trust Bank5,321$246K0.0%N/A0.001%
5/4/2026Bleakley Financial Group LLC19,885$918K0.0%N/A0.003%
5/4/2026Northland Securities Inc.21,052$972K0.9%+21.4%0.003%
5/4/2026Parr Mcknight Wealth Management Group LLC288,181$13.31M1.7%-5.7%0.036%
5/4/2026Uptick Partners LLC10,162$469K0.1%-30.2%0.001%
5/4/2026Lifeworks Advisors LLC20,211$934K0.1%+3.7%0.003%
5/2/2026CAP Partners LLC33,952$1.57M0.9%-0.7%0.004%
5/2/2026International Assets Investment Management LLC14,222$656K0.0%+91.6%0.002%


IUSB Institutional Ownership - Frequently Asked Questions

During the previous two years, 989 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. ($1.33B), 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 904 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 ($17.02M), Jones Financial Companies Lllp ($14.45M), Northwestern Mutual Wealth Management Co. ($6.76M), Kestra Investment Management LLC ($5.47M), Johnson Financial Group Inc. ($5.05M), Mariner LLC ($5.03M), and Raymond James Financial Inc. ($4.54M).

Institutional investors have bought a total of 81,914,633 shares in the last 24 months. This purchase volume represents approximately $3.81B in transactions.

Of the 454 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. ($18.94M), Envestnet Portfolio Solutions Inc. ($4.07M), Park Avenue Securities LLC ($2.29M), JPMorgan Chase & Co. ($1.85M), Janney Montgomery Scott LLC ($1.53M), Thrivent Financial for Lutherans ($1.51M), and Spire Wealth Management ($1.43M).

Institutional investors have sold a total of 53,810,090 shares in the last 24 months. This volume of shares sold represents approximately $2.50B in transactions.



This page (NASDAQ:IUSB) was last updated on 7/9/2026 by MarketBeat.com Staff.
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