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

iShares Core Total USD Bond Market ETF logo
$46.03 +0.08 (+0.17%)
As of 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)
664
Total
Institutional Inflows
(last 12 months)
$4.08B
Number of
Institutional Sellers
(last 12 months)
470
Total
Institutional Outflows
(last 12 months)
$2.65B
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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
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%
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%
5/2/2026 CAP Partners LLC33,952$1.57M0.9%-0.7%0.004%
5/2/2026 International Assets Investment Management LLC14,222$656K0.0%+91.6%0.002%
5/2/2026 Anchor Investment Management LLC1,112$51K0.0%-23.4%0.000%
5/2/2026 Diversify Wealth Management LLC495,868$22.88M0.4%+80.8%0.063%
5/2/2026 Valmark Advisers Inc.24,421$1.13M0.0%+4.0%0.003%
5/2/2026 R. W. Roge & Company Inc.79,421$3.67M1.7%-0.4%0.010%
5/2/2026 UNIVEST FINANCIAL Corp1,101,390$50.87M2.9%+10.5%0.140%
5/1/2026 180 Wealth Advisors LLC6,527$301K0.0%+7.7%0.001%
5/1/2026 Midwest Trust Co10,609$490K0.0%+25.8%0.001%
5/1/2026 Fifth Third Bancorp320,758$14.82M0.0%+11,323.0%0.041%
5/1/2026 Sovran Advisors LLC328,949$15.20M1.2%+19.0%0.042%
5/1/2026 WealthShield Partners LLC286,289$13.22M1.5%+3.3%0.036%
5/1/2026 TSA Wealth Managment LLC249,885$11.54M3.7%+4.7%0.032%
5/1/2026 Simplicity Wealth LLC273,987$12.66M0.7%+7.3%0.035%
5/1/2026 Sequoia Financial Advisors LLC70,333$3.25M0.0%N/A0.009%
4/30/2026 Range Financial Group LLC70,505$3.26M1.1%+9.2%0.009%
4/30/2026 Yukon Wealth Management Inc.156,007$7.21M4.3%-0.4%0.020%
4/30/2026 Financial Freedom LLC966$45K0.0%N/A0.000%
4/30/2026 Beacon Financial Group5,993$277K0.0%+3.9%0.001%
4/30/2026 Kestra Advisory Services LLC1,281,107$59.17M0.2%-2.8%0.163%
4/30/2026 W Advisors LLC45,639$2.11M1.1%+8.5%0.006%
4/29/2026 Financial Life Advisors257,190$11.88M3.7%+10.6%0.033%
4/29/2026 Richmond Investment Services LLC54,570$2.52M0.4%+28.0%0.007%
4/29/2026 Marino Stram & Associates LLC25,292$1.17M0.2%+2.6%0.003%
4/29/2026 Renasant Bank87,866$4.06M2.9%+11.8%0.011%
4/29/2026 KERR FINANCIAL PLANNING Corp25,552$1.18M1.5%+11.1%0.003%
4/29/2026 WealthPLAN Partners LLC56,072$2.59M0.5%+2.6%0.007%
4/29/2026 Armor Investment Advisors LLC256,431$11.85M4.3%-0.1%0.033%
4/29/2026 Horst & Graben Wealth Management LLC570,855$26.45M3.7%+1.9%0.072%
4/29/2026 Global Strategic Investment Solutions LLC1,266,562$58.50M5.7%+3.3%0.161%
4/28/2026 PUREfi Wealth LLC11,110$513K0.3%+64.0%0.001%
4/28/2026 FLP Wealth Management LLC13,998$647K1.1%+6.0%0.002%
4/28/2026 Ascentis Independent Advisors285,275$13.18M1.0%+473.6%0.036%
4/28/2026 Stephens Inc. AR21,705$1.00M0.0%-20.6%0.003%
4/28/2026 B.O.S.S. Retirement Advisors LLC88,999$4.11M1.3%+3.8%0.011%
4/28/2026 Raleigh Capital Management Inc.15,309$707K0.2%+7.8%0.002%
4/28/2026 GM Advisory Group LLC573,367$26.48M1.0%-1.3%0.073%
4/28/2026 NBT Bank N A NY19,393$896K0.1%+41,161.7%0.002%
4/28/2026 Howe & Rusling Inc.8,029$371K0.0%-3.6%0.001%
4/28/2026 Forte Asset Management LLC103,947$4.80M2.1%-3.9%0.013%
4/28/2026 Latitude Advisors LLC30,417$1.41M0.6%+4.5%0.004%
4/28/2026 Beacon Financial Advisory LLC29,801$1.38M0.3%+4.1%0.004%
4/28/2026 WBH Advisory Inc.29,929$1.38M0.1%-1.7%0.004%
4/27/2026 Apeiron RIA LLC440,640$20.35M4.7%-2.0%0.056%
4/27/2026 PFG Investments LLC15,122$698K0.0%+28.6%0.002%
4/27/2026 World Investment Advisors611,837$28.26M0.5%+4.6%0.078%
4/27/2026 Lodestar Private Asset Management LLC317,168$14.65M1.4%+8.8%0.040%
4/27/2026 PAX Financial Group LLC553,788$25.58M4.4%+4.0%0.070%
4/27/2026 River S Edge Wealth Management LLC13,265$615K0.6%-5.8%0.002%
4/27/2026 Private Advisor Group LLC350,451$16.19M0.1%+7.0%0.044%
4/27/2026 Elevation Point Wealth Partners LLC191,834$8.86M0.2%+194.1%0.024%
4/27/2026 Sound Income Strategies LLC64,052$2.95M0.1%+6.0%0.008%
4/25/2026 Blue Capital Inc.26,087$1.21M0.8%-4.5%0.003%
4/25/2026 Axis Wealth Partners LLC6,436$297K0.2%+12.7%0.001%
4/25/2026 Keybank National Association OH973,061$44.95M0.2%+2.2%0.124%
4/25/2026 Able Wealth Management LLC104,718$4.84M1.3%+33.8%0.013%
4/24/2026 Petros Family Wealth LLC21,282$983K0.7%-8.9%0.003%
4/24/2026 Merited Wealth LLC5,882$272K0.2%+49.8%0.001%
4/24/2026 Argent Advisors Inc.32,087$1.48M0.4%-5.2%0.004%
4/24/2026 Acorn Financial Advisory Services Inc. ADV4,869$225K0.0%-28.0%0.001%
4/24/2026 Key Financial Inc2,768$128K0.0%+19.7%0.000%
4/24/2026 SMART Wealth LLC5,114$236K0.1%N/A0.001%
4/23/2026 Daviman Financial LLC129,822$6.00M3.5%+3.9%0.016%
4/23/2026 Caliber Wealth Management LLC KS18,795$868K0.1%-9.5%0.002%
4/23/2026 Mayflower Financial Advisors LLC190,828$8.81M0.9%+6.2%0.024%
4/23/2026 EWA LLC274,812$12.69M2.9%+39.5%0.035%
4/23/2026 Catalina Capital Group LLC24,130$1.12M0.7%+5.4%0.003%
4/23/2026 Oregon Pacific Wealth Management LLC17,430$805K0.8%+12.0%0.002%
4/23/2026 SageGuard Financial Group LLC141,811$6.55M1.0%+149.5%0.018%
4/23/2026 Next Level Private LLC7,705$356K0.1%N/A0.001%
4/23/2026 Continuum Advisory LLC102,826$4.75M0.5%+5.7%0.013%
4/23/2026 Detalus Advisors LLC23,474$1.08M0.2%+11.9%0.003%
4/23/2026 Pinnacle Bancorp Inc.5,923$274K0.1%+5.7%0.001%
4/23/2026 Apollon Financial LLC59,318$2.74M0.4%+39.1%0.008%
4/23/2026 Apollon Wealth Management LLC220,958$10.21M0.2%+6.2%0.028%
4/22/2026 Aspire Private Capital LLC69,696$3.22M0.7%+8.8%0.009%
4/22/2026 Seneca Financial Advisors LLC61,303$2.83M0.8%+0.8%0.008%
4/22/2026 Patriot Financial Group Insurance Agency LLC177,350$8.19M0.5%+99.4%0.023%
4/22/2026 Janney Montgomery Scott LLC7,713,487$356.29M0.9%+8.7%0.982%
4/22/2026 Advocate Investing Services LLC911$42K0.0%N/A0.000%
4/22/2026 Citrine Capital LLC4,517$209K0.1%N/A0.001%
4/22/2026 FWG Investments LLC.31,384$1.45M0.9%+38.2%0.004%
4/22/2026 Venturi Wealth Management LLC92,725$4.28M0.2%-20.5%0.012%
4/21/2026 Maridea Wealth Management LLC130,124$6.01M0.9%+17.5%0.017%
4/21/2026 Sequent Planning LLC5,811$268K0.1%+32.3%0.001%
4/21/2026 RCS Financial Planning LLC27,868$1.29M0.7%-77.6%0.004%


IUSB Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IUSB shares?

During the previous two years, 984 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.

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

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), Envestnet Portfolio Solutions Inc. ($5.81M), Cetera Investment Advisers ($5.64M), Kestra Investment Management LLC ($5.47M), and Mariner LLC ($5.03M).

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

Institutional investors have bought a total of 87,862,284 shares in the last 24 months. This purchase volume represents approximately $4.08B in transactions.

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

Of the 465 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), Cetera Investment Advisers ($1.73M), Janney Montgomery Scott LLC ($1.53M), and Thrivent Financial for Lutherans ($1.51M).

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

Institutional investors have sold a total of 57,058,747 shares in the last 24 months. This volume of shares sold represents approximately $2.65B in transactions.



This page (NASDAQ:IUSB) was last updated on 5/5/2026 by MarketBeat.com Staff.
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