IUSB Institutional Ownership
iShares Core Universal USD Bond ETF
1W: -0.7%
1M: -2.7%
3M: -4.5%
YTD: -4.9%
1Y: -4.8%
3Y: +10.8%
5Y: -4.8%
$43.95
-0.08 (-0.18%)
Weekly Expected Move ±0.6%
$43
$44
$44
$44
$45
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — IUSB
921
Institutional Holders
+11 vs prior quarter
0.0%
Ownership
+0.00pp
41B
Total Invested
86
New Positions
496
Increased
242
Reduced
58
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (987 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ENVESTNET ASSET MANAGEMENT INC | 180,011,754 | 7.9B | +46,930,552 | +35.3% | 39Q | SEC ↗ |
| 2 | JONES FINANCIAL COMPANIES LLLP | 87,505,839 | 3.8B | +7,918,948 | +10.0% | 26Q | SEC ↗ |
| 3 | BlackRock, Inc. | 82,039,260 | 3.6B | +11,278,295 | +15.9% | 8Q | SEC ↗ |
| 4 | LPL Financial LLC | 62,170,177 | 2.7B | +14,887,671 | +31.5% | 45Q | SEC ↗ |
| 5 | WELLS FARGO & COMPANY/MN | 50,463,381 | 2.2B | +900,704 | +1.8% | 35Q | SEC ↗ |
| 6 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 33,421,651 | 1.5B | +3,083,604 | +10.2% | 37Q | SEC ↗ |
| 7 | MORGAN STANLEY | 31,037,509 | 1.4B | +5,059,007 | +19.5% | 46Q | SEC ↗ |
| 8 | JPMORGAN CHASE & CO | 22,629,549 | $995M | +4,720,015 | +26.4% | 25Q | SEC ↗ |
| 9 | Mariner, LLC | 20,743,278 | $912M | +1,795,085 | +9.5% | 21Q | SEC ↗ |
| 10 | CWM, LLC | 17,616,671 | $774M | +422,500 | +2.5% | 18Q | SEC ↗ |
| 11 | Envestnet Portfolio Solutions, Inc. | 16,937,298 | $744M | +4,399,948 | +35.1% | 12Q | SEC ↗ |
| 12 | Bank of New York Mellon Corp | 14,380,566 | $632M | +3,406,396 | +31.0% | 25Q | SEC ↗ |
| 13 | Cetera Investment Advisers | 13,337,519 | $586M | +3,294,506 | +32.8% | 25Q | SEC ↗ |
| 14 | AMERIPRISE FINANCIAL INC | 13,036,714 | $573M | +1,494,773 | +13.0% | 16Q | SEC ↗ |
| 15 | PARK AVENUE SECURITIES LLC | 12,913,640 | $568M | +3,956,867 | +44.2% | 22Q | SEC ↗ |
| 16 | MML INVESTORS SERVICES, LLC | 11,405,773 | $501M | +4,140,545 | +57.0% | 30Q | SEC ↗ |
| 17 | Janney Montgomery Scott LLC | 10,566,952 | $464M | +2,853,465 | +37.0% | 22Q | SEC ↗ |
| 18 | OneDigital Investment Advisors LLC | 8,476,864 | $373M | +886,438 | +11.7% | 16Q | SEC ↗ |
| 19 | SigFig Wealth Management, LLC | 5,503,503 | $242M | +268,505 | +5.1% | 24Q | SEC ↗ |
| 20 | Wealthspire Advisors, LLC | 5,483,050 | $241M | +755,807 | +16.0% | 23Q | SEC ↗ |
| 21 | RAYMOND JAMES FINANCIAL INC | 5,356,065 | $235M | +417,848 | +8.5% | 7Q | SEC ↗ |
| 22 | Kestra Investment Management, LLC | 5,336,406 | $235M | -2,309,241 | -30.2% | 9Q | SEC ↗ |
| 23 | UNITED CAPITAL FINANCIAL ADVISORS, LLC | 5,132,935 | $226M | +1,031,748 | +25.2% | 34Q | SEC ↗ |
| 24 | Johnson Financial Group, Inc. | 5,120,362 | $225M | +66,915 | +1.3% | 3Q | SEC ↗ |
| 25 | Foundations Investment Advisors, LLC | 4,994,324 | $220M | +1,217,679 | +32.2% | 22Q | SEC ↗ |
| 26 | ROYAL BANK OF CANADA | 4,987,957 | $219M | +689,887 | +16.1% | 46Q | SEC ↗ |
| 27 | GeoWealth Management, LLC | 4,787,854 | $210M | +123,561 | +2.6% | 15Q | SEC ↗ |
| 28 | BANK OF AMERICA CORP /DE | 4,586,006 | $202M | +2,063,032 | +81.8% | 15Q | SEC ↗ |
| 29 | NewEdge Advisors, LLC | 4,110,503 | $181M | +1,023,040 | +33.1% | 24Q | SEC ↗ |
| 30 | STIFEL FINANCIAL CORP | 3,879,099 | $170M | +952,754 | +32.6% | 25Q | SEC ↗ |
| 31 | Savvy Advisors, Inc. | 3,842,612 | $169M | +499,298 | +14.9% | 11Q | SEC ↗ |
| 32 | First Command Advisory Services, Inc. | 3,635,592 | $160M | +528,622 | +17.0% | 9Q | SEC ↗ |
| 33 | JB Capital LLC | 3,518,337 | $155M | +1,006,141 | +40.1% | 19Q | SEC ↗ |
| 34 | OSAIC HOLDINGS, INC. | 3,302,104 | $145M | +529,886 | +19.1% | 26Q | SEC ↗ |
| 35 | COMMONWEALTH EQUITY SERVICES, LLC | 3,207,478 | $141M | +241,731 | +8.2% | 35Q | SEC ↗ |
| 36 | Sanctuary Advisors, LLC | 3,165,952 | $139M | +498,242 | +18.7% | 9Q | SEC ↗ |
| 37 | Mason & Associates, LLC | 2,945,948 | $129M | +48,698 | +1.7% | 9Q | SEC ↗ |
| 38 | UBS Group AG | 2,801,996 | $123M | -15,512 | -0.6% | 43Q | SEC ↗ |
| 39 | Farther Finance Advisors, LLC | 2,594,856 | $114M | +430,662 | +19.9% | 15Q | SEC ↗ |
| 40 | Thrivent Financial for Lutherans | 2,430,055 | $107M | +566,561 | +30.4% | 25Q | SEC ↗ |
| 41 | VICTORY CAPITAL MANAGEMENT INC | 2,397,900 | $105M | — | +0.0% | 2Q | SEC ↗ |
| 42 | TRUIST FINANCIAL CORP | 2,309,950 | $102M | +549,138 | +31.2% | 27Q | SEC ↗ |
| 43 | Symmetry Partners, LLC | 2,223,177 | $98M | -25,663 | -1.1% | 3Q | SEC ↗ |
| 44 | ASSETMARK, INC | 2,161,917 | $95M | +297,551 | +16.0% | 31Q | SEC ↗ |
| 45 | Cambridge Investment Research Advisors | 2,054,359 | $90M | +433,226 | +26.7% | 35Q | SEC ↗ |
| 46 | Allworth Financial LP | 2,025,050 | $89M | -431,397 | -17.6% | 21Q | SEC ↗ |
| 47 | FIFTH THIRD BANCORP | 1,980,257 | $87M | +1,659,499 | +517.4% | 9Q | SEC ↗ |
| 48 | Compass Ion Advisors, LLC | 1,789,088 | $79M | +33,700 | +1.9% | 13Q | SEC ↗ |
| 49 | Prime Capital Investment Advisors, LLC | 1,657,922 | $73M | +1,619,144 | +4175.4% | 4Q | SEC ↗ |
| 50 | SOFI WEALTH, LLC | 1,615,903 | $71M | +62,139 | +4.0% | 7Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Global Retirement Partners, LLC | 879,400 | $39M |
| Diversify Advisory Services, LLC | 673,999 | $30M |
| Coppell Advisory Solutions LLC | 505,473 | $22M |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 342,279 | $15M |
| Leslie Global Wealth, LLC | 224,529 | $10M |
| Equity Wealth Partners, LLC | 119,930 | $5M |
| Beacon Capital Management, LLC | 101,980 | $4M |
| RENAISSANCE TECHNOLOGIES LLC | 87,500 | $4M |
| IFG Advisory, LLC | 85,435 | $4M |
| Worth Financial Advisory Group, LLC | 79,433 | $3M |
| Edgestream Partners, L.P. | 66,930 | $3M |
| Advisory Solutions Group, LLC | 63,276 | $3M |
| Kroeger Financial Partners | 61,361 | $3M |
| Pathstone Holdings, LLC | 42,029 | $2M |
| ZENITH SOLUTIONS, INC. | 35,741 | $2M |
| Noble Wealth Partners LLC | 25,807 | $1M |
| Vantus Wealth LLC | 24,064 | $1M |
| Strategies Wealth Advisors, LLC | 23,646 | $1M |
| Pacific Excel Wealth Advisors, Inc. | 21,344 | $938K |
| Main Street Financial Solutions, LL | 21,105 | $928K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 293,817 | $13M |
| Ascentis Independent Advisors | 285,275 | $13M |
| J. Mark Nickell & Co. | 276,300 | $12M |
| ASHTON THOMAS SECURITIES, LLC | 263,033 | $12M |
| MOULTON WEALTH MANAGEMENT, INC | 184,615 | $8M |
| HRT FINANCIAL LP | 152,318 | $7M |
| MILESTONE ASSET MANAGEMENT, LLC | 131,069 | $6M |
| PFW Advisors LLC | 129,289 | $6M |
| Forthright Family Wealth Advisory L | 116,361 | $5M |
| Concorde Asset Management, LLC | 102,539 | $5M |
| Sequoia Financial Advisors, LLC | 70,333 | $3M |
| Alternative Investment Advisors, LL | 65,476 | $3M |
| TRUST POINT INC. | 56,865 | $2M |
| Richmond Investment Services, LLC | 54,570 | $2M |
| Tyche Wealth Partners LLC | 51,822 | $2M |
| BCS Wealth Management | 37,844 | $2M |
| KEYVANTAGE WEALTH, LLC | 31,511 | $1M |
| TWO SIGMA SECURITIES, LLC | 29,539 | $1M |
| Investor's Fiduciary Advisor Networ | 26,435 | $1M |
| Waterloo Capital, L.P. | 24,066 | $1M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | +46,930,552 | +35.3% | 180,011,754 |
| LPL Financial LLC | +14,887,671 | +31.5% | 62,170,177 |
| BlackRock, Inc. | +11,278,295 | +15.9% | 82,039,260 |
| JONES FINANCIAL COMPANIES LLLP | +7,918,948 | +10.0% | 87,505,839 |
| MORGAN STANLEY | +5,059,007 | +19.5% | 31,037,509 |
| JPMORGAN CHASE & CO | +4,720,015 | +26.4% | 22,629,549 |
| Envestnet Portfolio Solutions, Inc. | +4,399,948 | +35.1% | 16,937,298 |
| MML INVESTORS SERVICES, LLC | +4,140,545 | +57.0% | 11,405,773 |
| PARK AVENUE SECURITIES LLC | +3,956,867 | +44.2% | 12,913,640 |
| Bank of New York Mellon Corp | +3,406,396 | +31.0% | 14,380,566 |
| Cetera Investment Advisers | +3,294,506 | +32.8% | 13,337,519 |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +3,083,604 | +10.2% | 33,421,651 |
| Janney Montgomery Scott LLC | +2,853,465 | +37.0% | 10,566,952 |
| BANK OF AMERICA CORP /DE | +2,063,032 | +81.8% | 4,586,006 |
| Mariner, LLC | +1,795,085 | +9.5% | 20,743,278 |
| FIFTH THIRD BANCORP | +1,659,499 | +517.4% | 1,980,257 |
| Prime Capital Investment Advisors, | +1,619,144 | +4175.4% | 1,657,922 |
| AMERIPRISE FINANCIAL INC | +1,494,773 | +13.0% | 13,036,714 |
| Vise Technologies, Inc. | +1,314,169 | +539.0% | 1,557,969 |
| Foundations Investment Advisors, LL | +1,217,679 | +32.2% | 4,994,324 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Gallagher Fiduciary Advisors, LLC | -3,292,359 | -97.0% | 100,158 |
| Kestra Investment Management, LLC | -2,309,241 | -30.2% | 5,336,406 |
| Allworth Financial LP | -431,397 | -17.6% | 2,025,050 |
| &PARTNERS | -224,013 | -18.2% | 1,005,912 |
| Independent Advisor Alliance | -220,361 | -97.1% | 6,465 |
| Private Advisor Group, LLC | -211,733 | -60.4% | 138,718 |
| Veridan Wealth LLC | -174,442 | -91.2% | 16,736 |
| PFG Advisors | -169,364 | -42.0% | 233,566 |
| Mosley Wealth Management | -158,482 | -75.6% | 51,039 |
| Apeiron RIA LLC | -150,289 | -34.1% | 290,351 |
| MCMORGAN & CO LLC | -148,128 | -11.9% | 1,099,343 |
| Gateway Wealth Partners, LLC | -137,318 | -27.7% | 357,713 |
| Stokes Family Office, LLC | -137,041 | -23.8% | 437,700 |
| Focus Partners Wealth | -135,798 | -10.1% | 1,214,242 |
| JANE STREET GROUP, LLC | -132,076 | -55.1% | 107,677 |
| Heck Capital Advisors, LLC | -96,751 | -47.9% | 105,140 |
| Kingsview Wealth Management, LLC | -92,609 | -72.8% | 34,605 |
| SAGESPRING WEALTH PARTNERS, LLC | -80,177 | -31.8% | 171,994 |
| SageGuard Financial Group, LLC | -75,234 | -53.1% | 66,577 |
| Centerline Wealth Advisors, LLC | -60,987 | -76.2% | 19,079 |