IUSB
iShares Core Universal USD Bond ETF
1W: -0.3%
1M: -0.9%
3M: -2.2%
YTD: -0.8%
1Y: +3.7%
3Y: +11.5%
5Y: +0.8%
$45.88
+0.06 (+0.13%)
Weekly Expected Move ±0.6%
$45
$45
$46
$46
$46
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IUSB
910
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
32B
Total Invested
67
New Positions
434
Increased
321
Reduced
119
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1005 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 133,081,202 | 6.1B | +13,988,989 | +11.7% | 13Q | SEC ↗ |
| 2 | JONES FINANCIAL COMPANIES LLLP | 79,586,891 | 3.7B | +3,022,787 | +3.9% | 13Q | SEC ↗ |
| 3 | BlackRock, Inc. | 70,760,965 | 3.2B | -1,116,399 | -1.6% | 7Q | SEC ↗ |
| 4 | WELLS FARGO & COMPANY/MN | 47,946,578 | 2.2B | +1,331,490 | +2.9% | 12Q | SEC ↗ |
| 5 | LPL Financial LLC | 47,282,506 | 2.2B | +1,775,051 | +3.9% | 13Q | SEC ↗ |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 30,338,047 | 1.4B | +1,703,803 | +6.0% | 13Q | SEC ↗ |
| 7 | MORGAN STANLEY | 24,700,344 | 1.1B | +1,931,838 | +8.5% | 12Q | SEC ↗ |
| 8 | Mariner, LLC | 18,948,193 | $869M | +2,827,907 | +17.5% | 13Q | SEC ↗ |
| 9 | JPMORGAN CHASE & CO | 17,909,534 | $822M | +62,788 | +0.4% | 13Q | SEC ↗ |
| 10 | CWM, LLC | 17,616,671 | $808M | +422,500 | +2.5% | 13Q | SEC ↗ |
| 11 | Envestnet Portfolio Solutions, Inc. | 12,537,350 | $575M | +69,763 | +0.6% | 11Q | SEC ↗ |
| 12 | AMERIPRISE FINANCIAL INC | 11,541,941 | $530M | +429,310 | +3.9% | 13Q | SEC ↗ |
| 13 | Bank of New York Mellon Corp | 10,974,170 | $503M | +1,333,886 | +13.8% | 13Q | SEC ↗ |
| 14 | Cetera Investment Advisers | 10,043,013 | $461M | +520,120 | +5.5% | 13Q | SEC ↗ |
| 15 | PARK AVENUE SECURITIES LLC | 8,956,773 | $411M | +352,950 | +4.1% | 13Q | SEC ↗ |
| 16 | Janney Montgomery Scott LLC | 7,713,487 | $354M | +618,614 | +8.7% | 13Q | SEC ↗ |
| 17 | OneDigital Investment Advisors LLC | 7,590,426 | $348M | +729,973 | +10.6% | 13Q | SEC ↗ |
| 18 | MML INVESTORS SERVICES, LLC | 7,265,228 | $333M | -172,727 | -2.3% | 13Q | SEC ↗ |
| 19 | SigFig Wealth Management, LLC | 5,234,998 | $240M | +603,965 | +13.0% | 13Q | SEC ↗ |
| 20 | Johnson Financial Group, Inc. | 5,053,447 | $232M | +4,982,541 | +7027.0% | 2Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 4,938,217 | $227M | +411,929 | +9.1% | 6Q | SEC ↗ |
| 22 | Wealthspire Advisors, LLC | 4,727,243 | $217M | +109,429 | +2.4% | 13Q | SEC ↗ |
| 23 | GeoWealth Management, LLC | 4,664,293 | $214M | +81,788 | +1.8% | 13Q | SEC ↗ |
| 24 | Kestra Investment Management, LLC | 4,604,175 | $211M | +381,485 | +9.0% | 7Q | SEC ↗ |
| 25 | ROYAL BANK OF CANADA | 4,298,070 | $197M | +324,754 | +8.2% | 13Q | SEC ↗ |
| 26 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 4,101,187 | $188M | +107,205 | +2.7% | 13Q | SEC ↗ |
| 27 | Gallagher Fiduciary Advisors, LLC | 3,392,517 | $156M | +3,298,042 | +3490.9% | 7Q | SEC ↗ |
| 28 | FOUNDATIONS INVESTMENT ADVISORS, LLC | 3,362,415 | $154M | +90,301 | +2.8% | 12Q | SEC ↗ |
| 29 | First Command Advisory Services, Inc. | 3,106,970 | $143M | +412,309 | +15.3% | 8Q | SEC ↗ |
| 30 | COMMONWEALTH EQUITY SERVICES, LLC | 2,965,747 | $136M | -155,968 | -5.0% | 13Q | SEC ↗ |
| 31 | STIFEL FINANCIAL CORP | 2,926,345 | $134M | +200,483 | +7.4% | 13Q | SEC ↗ |
| 32 | Mason & Associates, LLC | 2,897,250 | $133M | +66,130 | +2.3% | 8Q | SEC ↗ |
| 33 | Savvy Advisors, Inc. | 2,839,695 | $130M | +1,065,133 | +60.0% | 9Q | SEC ↗ |
| 34 | UBS Group AG | 2,817,508 | $129M | -199,812 | -6.6% | 13Q | SEC ↗ |
| 35 | OSAIC HOLDINGS, INC. | 2,772,218 | $127M | -200,986 | -6.8% | 13Q | SEC ↗ |
| 36 | Sanctuary Advisors, LLC | 2,667,710 | $122M | +125,278 | +4.9% | 8Q | SEC ↗ |
| 37 | BANK OF AMERICA CORP /DE | 2,522,974 | $116M | +89,781 | +3.7% | 13Q | SEC ↗ |
| 38 | JB Capital LLC | 2,512,196 | $115M | +130,691 | +5.5% | 13Q | SEC ↗ |
| 39 | Allworth Financial LP | 2,456,447 | $113M | -39,778 | -1.6% | 13Q | SEC ↗ |
| 40 | VICTORY CAPITAL MANAGEMENT INC NEW | 2,397,900 | $110M | — | +0.0% | 1Q | SEC ↗ |
| 41 | Symmetry Partners, LLC | 2,248,840 | $103M | +13,968 | +0.6% | 2Q | SEC ↗ |
| 42 | Farther Finance Advisors, LLC | 2,164,194 | $99M | +460,804 | +27.1% | 13Q | SEC ↗ |
| 43 | ASSETMARK, INC | 1,864,366 | $86M | +66,508 | +3.7% | 13Q | SEC ↗ |
| 44 | Thrivent Financial for Lutherans | 1,863,494 | $85M | +5,378 | +0.3% | 13Q | SEC ↗ |
| 45 | TRUIST FINANCIAL CORP | 1,760,812 | $81M | +100,262 | +6.0% | 13Q | SEC ↗ |
| 46 | Compass Ion Advisors, LLC | 1,755,388 | $81M | +66,698 | +3.9% | 12Q | SEC ↗ |
| 47 | Cambridge Investment Research Advisors | 1,621,133 | $74M | +122,737 | +8.2% | 13Q | SEC ↗ |
| 48 | SOFI WEALTH, LLC | 1,553,764 | $71M | +346,365 | +28.7% | 6Q | SEC ↗ |
| 49 | Baker Avenue Asset Management, LP | 1,481,053 | $68M | +49,654 | +3.5% | 5Q | SEC ↗ |
| 50 | PNC FINANCIAL SERVICES GROUP, INC. | 1,455,397 | $67M | +14,473 | +1.0% | 13Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| VICTORY CAPITAL MANAGEMENT INC | 2,397,900 | $110M |
| Advocacy Wealth Management, LLC | 405,887 | $19M |
| ASHTON THOMAS SECURITIES, LLC | 263,033 | $12M |
| JANE STREET GROUP, LLC | 239,753 | $11M |
| Independent Advisor Alliance | 226,826 | $10M |
| HRT FINANCIAL LP | 152,318 | $7M |
| MILESTONE ASSET MANAGEMENT, LLC | 131,069 | $6M |
| Forthright Family Wealth Advisory L | 116,361 | $5M |
| Centerline Wealth Advisors, LLC | 80,066 | $4M |
| Saxony Capital Management, LLC | 77,079 | $4M |
| Sequoia Financial Advisors, LLC | 70,333 | $3M |
| Madson Wealth Advisors Inc | 49,442 | $2M |
| ARWA LLC | 34,429 | $2M |
| Siligmueller & Norvid Wealth Adviso | 33,998 | $2M |
| Legacy Edge Advisors, LLC | 31,496 | $1M |
| Cyndeo Wealth Partners, LLC | 30,884 | $1M |
| OLD MISSION CAPITAL LLC | 28,559 | $1M |
| Joule Financial, LLC | 24,260 | $1M |
| LexAurum Advisors, LLC | 22,501 | $1M |
| MAGNOLIA CAPITAL ADVISORS LLC | 22,092 | $1M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| NewEdge Advisors, LLC | 2,834,464 | $130M |
| CITADEL ADVISORS LLC | 1,281,984 | $59M |
| OARSMAN CAPITAL, INC. | 902,048 | $41M |
| Coppell Advisory Solutions LLC | 458,281 | $21M |
| RENAISSANCE TECHNOLOGIES LLC | 211,800 | $10M |
| MOULTON WEALTH MANAGEMENT, INC | 184,615 | $8M |
| Diversify Advisory Services, LLC | 170,950 | $8M |
| Duncan Williams Asset Management, L | 167,714 | $8M |
| PFW Advisors LLC | 129,289 | $6M |
| Mach-1 Financial Group, LLC | 122,739 | $6M |
| Worth Financial Advisory Group, LLC | 108,075 | $5M |
| HBK Sorce Advisory LLC | 94,456 | $4M |
| Kovitz Investment Group Partners, L | 93,198 | $4M |
| Howard Capital Management Inc. | 80,686 | $4M |
| IFG Advisory, LLC | 74,825 | $3M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 70,203 | $3M |
| Evolution Wealth Advisors, LLC | 59,608 | $3M |
| Edgestream Partners, L.P. | 44,201 | $2M |
| Quadrature Capital Ltd | 40,440 | $2M |
| BCS Wealth Management | 37,844 | $2M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +13,988,989 | +11.7% | 133,081,202 |
| Johnson Financial Group, Inc. | +4,982,541 | +7027.0% | 5,053,447 |
| Gallagher Fiduciary Advisors, LLC | +3,298,042 | +3490.9% | 3,392,517 |
| JONES FINANCIAL COMPANIES LLLP | +3,022,787 | +3.9% | 79,586,891 |
| Mariner, LLC | +2,827,907 | +17.5% | 18,948,193 |
| MORGAN STANLEY | +1,931,838 | +8.5% | 24,700,344 |
| LPL Financial LLC | +1,775,051 | +3.9% | 47,282,506 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +1,703,803 | +6.0% | 30,338,047 |
| Bank of New York Mellon Corp | +1,333,886 | +13.8% | 10,974,170 |
| WELLS FARGO & COMPANY/MN | +1,331,490 | +2.9% | 47,946,578 |
| Savvy Advisors, Inc. | +1,065,133 | +60.0% | 2,839,695 |
| OneDigital Investment Advisors LLC | +729,973 | +10.6% | 7,590,426 |
| Valpey Financial Services, LLC | +642,174 | +4703.5% | 655,827 |
| Janney Montgomery Scott LLC | +618,614 | +8.7% | 7,713,487 |
| SigFig Wealth Management, LLC | +603,965 | +13.0% | 5,234,998 |
| Cetera Investment Advisers | +520,120 | +5.5% | 10,043,013 |
| WEALTH ENHANCEMENT ADVISORY SERVICE | +514,005 | +365.1% | 654,806 |
| Cerity Partners LLC | +484,313 | +847.2% | 541,480 |
| Farther Finance Advisors, LLC | +460,804 | +27.1% | 2,164,194 |
| AMERIPRISE FINANCIAL INC | +429,310 | +3.9% | 11,541,941 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Align Financial, LLC | -2,773,313 | -97.3% | 76,797 |
| US BANCORP \DE | -1,473,827 | -98.1% | 29,073 |
| BlackRock, Inc. | -1,116,399 | -1.6% | 70,760,965 |
| Corient Private Wealth LLC | -586,170 | -50.4% | 576,560 |
| World Investment Advisors | -557,875 | -47.7% | 611,837 |
| Rockefeller Capital Management L.P. | -420,634 | -56.0% | 330,604 |
| MCMORGAN & CO LLC | -367,668 | -22.8% | 1,247,471 |
| Capital Analysts, LLC | -318,088 | -40.7% | 462,872 |
| Central Pacific Bank - Trust Divisi | -278,373 | -83.3% | 55,628 |
| Focus Partners Wealth | -257,827 | -16.0% | 1,350,040 |
| Orion Porfolio Solutions, LLC | -203,120 | -23.2% | 672,959 |
| GOLDMAN SACHS GROUP INC | -201,545 | -94.2% | 12,331 |
| OSAIC HOLDINGS, INC. | -200,986 | -6.8% | 2,772,218 |
| UBS Group AG | -199,812 | -6.6% | 2,817,508 |
| Baird Financial Group, Inc. | -195,739 | -21.4% | 718,506 |
| CITIGROUP INC | -189,059 | -89.8% | 21,399 |
| Mutual Advisors, LLC | -174,590 | -57.6% | 128,675 |
| MML INVESTORS SERVICES, LLC | -172,727 | -2.3% | 7,265,228 |
| COMMONWEALTH EQUITY SERVICES, LLC | -155,968 | -5.0% | 2,965,747 |
| Rothschild Wealth LLC | -132,810 | -46.3% | 154,204 |