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

$45.77
+0.18 (+0.39%)
(As of 07/26/2024 ET)

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

Number of
Institutional Buyers
(last 12 months)
484
Total
Institutional Inflows
(last 12 months)
$5.92B
Number of
Institutional Sellers
(last 12 months)
316
Total
Institutional Outflows
(last 12 months)
$3.01B
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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
7/26/2024Beacon Financial Advisory LLC27,344$1.24M0.5%+15.2%0.004%
7/26/20241900 Wealth Management LLC4,527$205K0.0%-75.9%0.001%
7/26/2024WealthShield Partners LLC285,989$12.93M2.0%+0.4%0.045%
7/26/2024Worth Financial Advisory Group LLC113,746$5.14M3.4%+6.2%0.018%
7/26/2024Patriot Financial Group Insurance Agency LLC85,144$3.85M0.6%+16.3%0.013%
7/26/2024Atomi Financial Group Inc.344,212$15.57M1.2%+43.8%0.055%
7/26/2024Latitude Advisors LLC19,962$903K0.6%+40.8%0.003%
7/26/2024 Stash Investments LLC600,733$27.17M17.9%+9.5%0.095%
7/26/2024 Bank of New York Mellon Corp7,126,421$322.26M0.1%+8.6%1.129%
7/25/2024 First Heartland Consultants Inc.74,116$3.35M0.2%+11.9%0.012%
7/25/2024 TNF LLC559,835$25.47M9.2%+2.3%0.089%
7/25/2024 AMG National Trust Bank6,050$274K0.0%N/A0.001%
7/25/2024 Tempus Wealth Planning LLC46,067$2.08M0.9%+5.9%0.007%
7/25/2024 Clear Creek Financial Management LLC55,339$2.50M0.3%-0.5%0.009%
7/25/2024 Pettinga Financial Advisors LLC16,899$764K0.2%-56.3%0.003%
7/25/2024Fullcircle Wealth LLC68,683$3.13M1.4%N/A0.011%
7/25/2024 RFP Financial Group LLC11,755$532K0.2%-4.3%0.002%
7/25/2024 Destination Wealth Management844,683$38.20M1.3%+1.1%0.134%
7/25/2024 Atlantic Union Bankshares Corp10,210$462K0.0%N/A0.002%
7/24/2024 McAdam LLC11,797$533K0.0%+2.0%0.002%
7/24/2024 EWA LLC147,335$6.72M2.7%-11.4%0.023%
7/24/2024 Family Firm Inc.2,824$128K0.0%N/A0.000%
7/24/2024 TrueWealth Advisors LLC32,536$1.47M0.5%+0.8%0.005%
7/24/2024 Quotient Wealth Partners LLC41,966$1.90M0.1%-66.7%0.007%
7/24/2024 Catalina Capital Group LLC33,680$1.52M0.6%+3.3%0.005%
7/24/2024 ShoreHaven Wealth Partners LLC14,898$674K0.4%+2.7%0.002%
7/24/2024 JB Capital LLC2,693,421$121.80M7.6%-1.8%0.427%
7/24/2024 Leonard Rickey Investment Advisors P.L.L.C.232,837$10.53M2.5%-0.1%0.037%
7/24/2024Farrell Financial LLC26,084$1.18M0.9%+8.6%0.004%
7/24/2024 My Legacy Advisors LLC300,473$13.59M4.3%N/A0.048%
7/24/2024 &PARTNERS84,762$3.83M0.2%+385.0%0.013%
7/24/2024 MN Wealth Advisors LLC22,749$1.03M0.6%-2.3%0.004%
7/24/2024 Cultivar Capital Inc.1,000$45K0.0%N/A0.000%
7/23/2024 GYL Financial Synergies LLC348,418$15.76M1.2%-36.2%0.055%
7/23/2024 Richard W. Paul & Associates LLC66,320$3.00M1.2%+5.7%0.011%
7/23/2024 Concourse Financial Group Securities Inc.586,632$26.53M1.6%-4.2%0.093%
7/23/2024 Keystone Financial Services559,652$25.31M10.5%+0.7%0.089%
7/23/2024 Courier Capital LLC6,290$284K0.0%-83.1%0.001%
7/23/2024 Horst & Graben Wealth Management LLC900,642$40.73M7.8%+9.7%0.143%
7/23/2024 Security Financial Services INC.255,531$11.56M2.5%-10.4%0.041%
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7/23/2024 ONE Advisory Partners LLC646,629$29.24M13.5%+3.9%0.103%
7/23/2024 Vicus Capital108,162$4.89M0.4%N/A0.017%
7/23/2024 Windward Private Wealth Management Inc.28,197$1.28M0.5%+1.4%0.004%
7/23/2024 MFA Wealth Advisors LLC3,261$147K0.0%N/A0.001%
7/23/2024 Diversified Portfolios Inc.916,226$41.43M5.5%+8.0%0.145%
7/23/2024 Orgel Wealth Management LLC228,680$10.34M0.3%+0.9%0.036%
7/22/2024 Atria Wealth Solutions Inc.1,990,604$90.02M1.0%+5.5%0.316%
7/22/2024 Fifth Third Bancorp990$45K0.0%N/A0.000%
7/22/2024Focus Financial Network Inc.184,933$8.48M0.4%-1.0%0.029%
7/22/2024 RCS Financial Planning LLC179,262$8.11M4.8%+44.2%0.028%
7/22/2024 Pallas Capital Advisors LLC8,862$405K0.0%-24.8%0.001%
7/20/2024 First Horizon Advisors Inc.242,269$10.96M0.3%+3.7%0.038%
7/20/2024 Continuum Advisory LLC58,380$2.64M0.4%+7.3%0.009%
7/20/2024 Parsons Capital Management Inc. RI25,856$1.17M0.1%-4.5%0.004%
7/20/2024 Raymond James Financial Services Advisors Inc.880,938$39.84M0.1%+41.5%0.140%
7/20/2024 Milestone Asset Management LLC98,805$4.47M1.1%N/A0.016%
7/20/2024 Apollon Wealth Management LLC133,321$6.03M0.2%-13.2%0.021%
7/19/2024 OMNI 360 Wealth Inc.31,785$1.44M1.1%+8.3%0.005%
7/19/2024 Western Wealth Management LLC40,141$1.82M0.1%+1.5%0.006%
7/19/2024 Western Financial Corp CA22,186$1.00M0.6%-5.0%0.004%
7/19/2024 Williams Financial LLC6,767$304K0.0%N/A0.001%
7/19/2024 Raymond James & Associates2,467,123$111.56M0.1%+4.0%0.391%
7/19/2024 CAP Partners LLC34,191$1.55M1.3%+2.5%0.005%
7/19/2024 Hoxton Planning & Management LLC338,385$15.30M7.1%-2.7%0.054%
7/19/2024 Tennessee Valley Asset Management Partners310,803$14.05M3.2%-26.2%0.049%
7/19/2024 Spectrum Planning & Advisory Services Inc.155,242$7.05M6.8%N/A0.025%
7/19/2024 World Equity Group Inc.21,350$965K0.3%-1.2%0.003%
7/18/2024 Sutton Place Investors LLC54,192$2.45M1.6%-8.4%0.009%
7/18/2024 Gradient Investments LLC5,658$256K0.0%+2,190.7%0.001%
7/18/2024 Insight Wealth Partners LLC9,339$422K0.1%-3.2%0.001%
7/18/2024 Brookstone Capital Management629,842$28.87M0.5%+4.1%0.100%
7/18/2024 Baron Silver Stevens Financial Advisors LLC7,571$342K0.1%-57.1%0.001%
7/18/2024 Royal Fund Management LLC112,819$5.11M0.4%+4.2%0.018%
7/18/2024 Marino Stram & Associates LLC14,530$657K0.2%+26.1%0.002%
7/18/2024 Miracle Mile Advisors LLC512,990$23.20M0.6%+24.9%0.082%
7/18/2024 17 Capital Partners LLC12,722$575K0.4%+9.5%0.002%
7/18/2024 Valley National Advisers Inc.287,026$12.98M1.9%-2.5%0.046%
7/18/2024 Silver Lake Advisory LLC11,708$529K0.1%N/A0.002%
7/17/2024 W.H. Cornerstone Investments Inc.11,192$506K0.4%-33.1%0.002%
7/17/2024 Westside Investment Management Inc.118,715$5.37M1.2%+1.5%0.019%
7/17/2024 Midwest Heritage Bank FSB15,376$695K0.4%-2.9%0.002%
7/17/2024 Montecito Bank & Trust52,979$2.40M0.5%-3.5%0.008%
7/17/2024 Galvin Gaustad & Stein LLC197,931$8.95M0.8%+4.3%0.031%
7/17/2024 Sharkey Howes & Javer1,480,106$66.93M10.8%+0.3%0.235%
7/17/2024 SteelPeak Wealth LLC1,012,837$45.80M2.1%+2.2%0.161%
7/17/2024 Tarbox Family Office Inc.29,599$1.34M0.2%+13.0%0.005%
7/17/2024 Bennett Associates Wealth Management78,374$3.54M3.2%+2.6%0.012%
7/17/2024 180 Wealth Advisors LLC9,174$419K0.1%+7.4%0.001%
7/17/2024 AdvisorNet Financial Inc101,758$4.60M0.4%-2.6%0.016%
7/16/2024 Envestnet Portfolio Solutions Inc.19,689,119$890.34M3.1%+0.3%3.131%
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7/16/2024 Tsfg LLC150,290$6.80M1.6%+18.9%0.024%
7/16/2024 GPS Wealth Strategies Group LLC1,706$77K0.0%N/A0.000%
7/16/2024 ORG Partners LLC590,182$26.48M3.3%N/A0.094%
7/16/2024 Sunesis Advisors LLC61,155$2.77M1.6%+0.8%0.010%
7/16/2024 TRUE Private Wealth Advisors136,311$6.16M0.7%-4.1%0.022%
7/16/2024 RHS Financial LLC21,128$955K0.6%-15.9%0.003%
7/16/2024 Wealth Enhancement Advisory Services LLC116,521$5.27M0.0%-2.8%0.019%
7/16/2024 Andina Capital Management LLC40,853$1.85M1.4%-73.6%0.006%
7/16/2024 Apeiron RIA LLC259,874$11.75M3.6%+0.2%0.041%
7/16/2024 Maia Wealth LLC99,291$4.53M1.4%N/A0.016%
(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, 713 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. ($4.62B), BlackRock Inc. ($2.79B), Jones Financial Companies Lllp ($2.21B), Wells Fargo & Company MN ($1.67B), LPL Financial LLC ($1.04B), Envestnet Portfolio Solutions Inc. ($890.34M), and CWM LLC ($806.83M).Learn more on IUSB's institutional investors.

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

Of the 648 institutional investors that purchased iShares Core Total USD Bond Market ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Envestnet Asset Management Inc. ($52.25M), Jones Financial Companies Lllp ($23.55M), Envestnet Portfolio Solutions Inc. ($20.10M), CFS Investment Advisory Services LLC ($13.19M), JPMorgan Chase & Co. ($12.58M), LPL Financial LLC ($9.66M), and Cetera Investment Advisers ($8.69M).

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

Institutional investors have bought a total of 278,515,274 shares in the last 24 months. This purchase volume represents approximately $19.15B in transactions.

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

Of the 408 institutional investors that sold iShares Core Total USD Bond Market ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Envestnet Asset Management Inc. ($30.99M), CFS Investment Advisory Services LLC ($15.31M), BlackRock Inc. ($8.26M), Osaic Holdings Inc. ($7.19M), CWM LLC ($6.96M), UBS Group AG ($4.23M), and FMR LLC ($1.97M).

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

Institutional investors have sold a total of 107,265,919 shares in the last 24 months. This volume of shares sold represents approximately $6.67B in transactions.


This page (NASDAQ:IUSB) was last updated on 7/27/2024 by MarketBeat.com Staff

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