ISHARES CORE TOTAL BOND ETF (IUSB) Top Institutional Shareholders
ISHARES CORE TOTAL BOND ETF (IUSB) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $33.27B in IUSB holdings during the latest filing period.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of IUSB tracked by InsiderSet, reporting ownership valued at approximately $6.15B in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $6.12B, representing an estimated loss of -0.43% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 67% of the total disclosed IUSB value among the investors covered in this analysis. Major shareholders include Envestnet Asset Management Inc, Jones Financial Companies Lllp, Blackrock, Inc., and several other long-term asset managers with concentrated positions in ISHARES CORE TOTAL BOND ETF (IUSB).
This page ranks the largest institutional IUSB shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
830
Total Reported Value
$33.27B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$6.15B
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
48
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Envestnet Asset Management Inc | 1.65% | 133,081,202 | $6,147,020,737 | $6,120,404,480 | -$26,616,257 | -0.43% | |
| Jones Financial Companies Lllp | 1.75% | 79,586,891 | $3,650,704,047 | $3,660,201,117 | +$9,497,070 | +0.26% | |
| Blackrock, Inc. | 0.06% | 70,760,965 | $3,268,448,993 | $3,254,296,780 | -$14,152,213 | -0.43% | |
| Wells Fargo & Company/Mn | 0.46% | 49,562,677 | $2,289,300,061 | $2,279,387,515 | -$9,912,546 | -0.43% | |
| Lpl Financial Llc | 0.58% | 47,282,506 | $2,183,978,861 | $2,174,522,451 | -$9,456,410 | -0.43% | |
| Northwestern Mutual Wealth Management Co | 0.86% | 30,338,047 | $1,401,314,378 | $1,395,246,782 | -$6,067,596 | -0.43% | |
| Morgan Stanley | 0.07% | 25,978,502 | $1,199,947,079 | $1,194,751,307 | -$5,195,772 | -0.43% | |
| Mariner, Llc | 1.02% | 18,948,193 | $875,212,113 | $871,427,396 | -$3,784,717 | -0.43% | |
| Cwm, Llc | 2.14% | 17,616,671 | $813,714,056 | $810,190,699 | -$3,523,357 | -0.43% | |
| Envestnet Portfolio Solutions, Inc. | 3.21% | 12,537,350 | $579,100,206 | $576,592,727 | -$2,507,480 | -0.43% | |
| Ameriprise Financial Inc | 0.12% | 11,541,941 | $533,104,941 | $530,813,867 | -$2,291,074 | -0.43% | |
| Bank Of New York Mellon Corp | 0.09% | 10,974,170 | $506,896,892 | $504,702,078 | -$2,194,814 | -0.43% | |
| Cetera Investment Advisers | 0.49% | 10,043,013 | $463,886,778 | $461,878,168 | -$2,008,610 | -0.43% | |
| Kestra Investment Management, Llc | 6.09% | 7,645,647 | $353,152,423 | $351,623,306 | -$1,529,117 | -0.43% | |
| Onedigital Investment Advisors Llc | 3.43% | 7,590,426 | $350,601,755 | $349,083,692 | -$1,518,063 | -0.43% | |
| Mml Investors Services, Llc | 0.93% | 7,265,228 | $335,580,902 | $334,127,836 | -$1,453,066 | -0.43% | |
| Sigfig Wealth Management, Llc | 7.09% | 5,234,998 | $241,804,204 | $240,757,558 | -$1,046,646 | -0.43% | |
| Johnson Financial Group, Inc. | 8.45% | 5,053,447 | $233,418,720 | $232,408,028 | -$1,010,692 | -0.43% | |
| Raymond James Financial Inc | 0.07% | 4,938,217 | $228,096,211 | $227,108,600 | -$987,611 | -0.43% | |
| Wealthspire Advisors, Llc | 1.71% | 4,727,243 | $218,351,375 | $217,405,906 | -$945,469 | -0.43% | |
| Geowealth Management, Llc | 7.76% | 4,664,293 | $215,443,731 | $214,510,835 | -$932,896 | -0.43% | |
| Royal Bank Of Canada | 0.04% | 4,298,070 | $198,529,000 | $197,668,239 | -$860,761 | -0.43% | |
| United Capital Financial Advisors, Llc | 1.17% | 4,101,187 | $189,474,777 | $188,613,590 | -$861,187 | -0.45% | |
| Foundations Investment Advisors, Llc | 2.16% | 3,776,645 | $174,443,250 | $173,687,904 | -$755,346 | -0.43% | |
| Savvy Advisors, Inc. | 4.14% | 3,343,314 | $154,427,672 | $153,759,011 | -$668,661 | -0.43% | |
| First Command Advisory Services, Inc. | 0.97% | 3,106,970 | $143,510,939 | $142,889,550 | -$621,389 | -0.43% | |
| Commonwealth Equity Services, Llc | 0.19% | 2,965,747 | $136,987,840 | $136,394,705 | -$593,135 | -0.43% | |
| Stifel Financial Corp | 0.12% | 2,926,345 | $135,168,033 | $134,582,607 | -$585,426 | -0.43% | |
| Mason & Associates, Llc | 30.64% | 2,897,250 | $133,823,978 | $133,244,528 | -$579,451 | -0.43% | |
| Ubs Group Ag | 0.02% | 2,817,508 | $130,140,695 | $129,577,193 | -$563,502 | -0.43% | |
| Osaic Holdings, Inc. | 0.19% | 2,772,218 | $128,078,563 | $127,494,306 | -$584,257 | -0.46% | |
| Sanctuary Advisors, Llc | 0.67% | 2,667,710 | $123,221,518 | $122,687,983 | -$533,535 | -0.43% | |
| Bank Of America Corp | 0.01% | 2,522,974 | $116,536,149 | $116,031,574 | -$504,575 | -0.43% | |
| Jb Capital Llc | 4.69% | 2,512,196 | $116,038,347 | $115,535,894 | -$502,453 | -0.43% | |
| Allworth Financial Lp | 0.46% | 2,456,447 | $113,463,276 | $112,971,998 | -$491,278 | -0.43% | |
| Victory Capital Management Inc | 0.07% | 2,397,900 | $110,759,001 | $110,279,421 | -$479,580 | -0.43% | |
| Symmetry Partners, Llc | 5.93% | 2,248,840 | $103,873,920 | $103,424,152 | -$449,768 | -0.43% | |
| Farther Finance Advisors, Llc | 0.94% | 2,164,194 | $99,748,051 | $99,531,282 | -$216,769 | -0.22% | |
| Assetmark, Inc | 0.18% | 1,864,366 | $86,115,063 | $85,742,192 | -$372,871 | -0.43% | |
| Truist Financial Corp | 0.11% | 1,760,812 | $81,331,895 | $80,979,744 | -$352,151 | -0.43% | |
| Compass Ion Advisors, Llc | 7.73% | 1,755,388 | $81,081,363 | $80,730,294 | -$351,069 | -0.43% | |
| Sofi Wealth, Llc | 3.46% | 1,553,764 | $71,768,344 | $71,457,606 | -$310,738 | -0.43% | |
| Baker Avenue Asset Management, Lp | 1.56% | 1,481,053 | $68,409,836 | $68,113,627 | -$296,209 | -0.43% | |
| Pnc Financial Services Group, Inc. | 0.04% | 1,455,397 | $67,224,775 | $66,933,708 | -$291,067 | -0.43% | |
| Fmr Llc | 0.00% | 1,387,165 | $64,073,169 | $63,795,718 | -$277,451 | -0.43% | |
| Affinity Capital Advisors, Llc | 8.85% | 1,366,932 | $63,138,611 | $62,865,203 | -$273,408 | -0.43% | |
| Focus Partners Wealth | 0.07% | 1,350,040 | $62,358,411 | $62,088,340 | -$270,071 | -0.43% | |
| Integrated Wealth Concepts Llc | 0.48% | 1,307,816 | $60,408,021 | $60,146,458 | -$261,563 | -0.43% | |
| Kestra Advisory Services, Llc | 0.22% | 1,281,107 | $59,174,349 | $58,918,111 | -$256,238 | -0.43% | |
| Global Strategic Investment Solutions, Llc | 5.75% | 1,266,562 | $58,502,490 | $58,249,186 | -$253,304 | -0.43% |
Frequently asked questions about IUSB
Who owns the most IUSB stock?
The largest holders of IUSB are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES CORE TOTAL BOND ETF (IUSB).
Is IUSB widely held by superinvestors?
Many widely followed stocks like IUSB appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IUSB is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.