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

iShares Core Total USD Bond Market ETF logo
$45.65 +0.09 (+0.20%)
As of 07/28/2026 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)
630
Total
Institutional Inflows
(last 12 months)
$3.94B
Number of
Institutional Sellers
(last 12 months)
426
Total
Institutional Outflows
(last 12 months)
$2.20B
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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
7/25/2026 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%
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%
7/21/2026 Leavell Investment Management Inc.45,986$2.12M0.1%+9.1%0.005%
7/21/2026 ONE Advisory Partners LLC787,646$36.35M9.9%+10.8%0.084%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
7/21/2026 Envestnet Portfolio Solutions Inc.16,937,298$781.66M3.7%+35.1%1.809%
7/21/2026 B.O.S.S. Retirement Advisors LLC97,986$4.52M1.2%+10.1%0.010%
7/21/2026 Opal Wealth Advisors LLC9,339$431K0.1%+39.9%0.001%
7/21/2026 Sound Income Strategies LLC69,592$3.21M0.1%+8.6%0.007%
7/21/2026 IFP Advisors Inc112,010$5.17M0.1%-21.8%0.012%
7/21/2026 Interchange Capital Partners LLC5,236$242K0.0%-44.9%0.001%
7/21/2026 Merit Financial Group LLC491,505$22.68M0.1%+18.1%0.053%
7/20/2026 C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors56,291$2.60M0.1%+30.6%0.006%
7/20/2026 Acorn Financial Advisory Services Inc. ADV5,158$238K0.0%+5.9%0.001%
7/20/2026 Global Financial Private Client LLC6,587$304K0.1%-14.7%0.001%
7/20/2026 Arcadia Wealth Management LLC5,320$246K0.1%N/A0.001%
7/20/2026 Stewardship Advisors LLC4,848$224K0.0%N/A0.001%
7/20/2026 Royal Fund Management LLC166,737$7.70M0.6%+4.8%0.018%
7/20/2026 Venturi Wealth Management LLC93,936$4.34M0.2%+1.3%0.010%
7/20/2026 Independent Wealth Network Inc.10,940$505K0.1%+55.1%0.001%
7/20/2026 Sowell Financial Services LLC21,773$1.01M0.0%+15.9%0.002%
7/10/2026 Heck Capital Advisors LLC105,140$4.85M0.3%-47.9%0.011%
7/10/2026 JFS Wealth Advisors LLC128,757$5.94M0.3%+27.2%0.014%
7/10/2026 Sunesis Advisors LLC75,655$3.49M1.4%+0.8%0.008%
7/10/2026 Farrell Financial LLC33,783$1.56M0.8%+18.2%0.004%
7/10/2026 KWB Wealth533,978$24.64M2.1%+19.3%0.057%
7/10/2026 Prosperity Planning Inc.13,174$608K0.1%+35.1%0.001%
7/10/2026 Spinnaker Investment Group LLC18,575$857K0.1%N/A0.002%
7/10/2026 FC Advisory LLC65,789$3.04M0.8%+2.2%0.007%
7/10/2026 Fulcrum Equity Management20,948$967K0.7%+78.5%0.002%
7/10/2026 Bay Colony Advisory Group Inc d b a Bay Colony Advisors5,943$274K0.0%-61.7%0.001%
7/10/2026 Alliance Private Wealth LLC149,110$6.88M2.4%-9.1%0.016%
7/10/2026 FFG Retirement Advisors LLC138,732$6.40M3.4%+3.5%0.015%
7/9/2026 Centurion Wealth Management LLC154,257$7.12M1.7%-4.8%0.017%
7/9/2026 Sapient Capital LLC15,494$715K0.0%N/A0.002%
7/9/2026 Shira Ridge Wealth Management103,932$4.80M1.7%-9.5%0.011%
7/9/2026 Atlas Brown Inc.9,271$428K0.1%+79.8%0.001%
7/9/2026 World Equity Group Inc.47,087$2.17M0.5%+39.4%0.005%
7/9/2026 Professional Financial Advisors LLC61,667$2.85M0.5%+6.6%0.007%
7/9/2026 Focus Financial Network Inc.284,602$13.13M0.4%+31.1%0.031%
7/9/2026 Sax Wealth Advisors LLC134,724$6.22M0.2%-7.9%0.015%
7/9/2026 Affinity Capital Advisors LLC1,435,965$66.05M8.1%+5.1%0.155%
7/8/2026 Chesley Taft & Associates LLC4,983$230K0.0%N/A0.001%
7/8/2026 First Heartland Consultants Inc.110,333$5.09M0.3%+27.8%0.012%
7/8/2026 TrueWealth Advisors LLC14,569$672K0.2%+23.5%0.002%
7/8/2026 LifeGoal Investments LLC13,529$624K0.3%+16.7%0.001%
7/8/2026 Cooper Financial Group39,882$1.84M0.2%+12.3%0.004%
7/8/2026 Elevation Wealth Partners LLC777,144$35.87M10.7%+12.4%0.084%
7/8/2026 Apella 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%
Trump Takes Emergency Action - Plus Elon Musk's New Venture (Ad)

Elon Musk has quietly launched a new venture - one that has nothing to do with rockets, EVs, or Neuralink. Trump has issued emergency support to accelerate the rollout, and it's already live in multiple states. The Financial Times reports Sam Altman is personally calling people to build this for OpenAI. A few little-known companies control the entire supply chain - meaning anyone who wants access must go through them. Their stocks are available to buy right now.tc pixel

See which companies control the supply chain behind this emerging tech
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%


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. ($1.33B), 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 893 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 Envestnet Portfolio Solutions Inc. ($4.76M).

Institutional investors have bought a total of 84,825,059 shares in the last 24 months. This purchase volume represents approximately $3.94B in transactions.

Of the 426 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. ($1.94M), JPMorgan Chase & Co. ($1.85M), Park Avenue Securities LLC ($1.82M), Thrivent Financial for Lutherans ($1.51M), Spire Wealth Management ($1.43M), and Janney Montgomery Scott LLC ($1.19M).

Institutional investors have sold a total of 47,707,227 shares in the last 24 months. This volume of shares sold represents approximately $2.22B in transactions.



This page (NASDAQ:IUSB) was last updated on 7/29/2026 by MarketBeat.com Staff.
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