IUSB Institutional Ownership & Shareholders
ISHARES CORE TOTAL BOND ETF (IUSB) is currently held by 862 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $40.85B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Envestnet Asset Management Inc is currently the largest disclosed institutional shareholder of IUSB tracked by InsiderSet, reporting ownership valued at approximately $8.31B in its June 30, 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 $8.08B, representing an estimated loss of -2.71% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 65% 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
862
Total Reported Value
$40.85B
Largest Holder
Envestnet Asset Management Inc
Largest Position
$8.31B
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
43
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 | 1.96% | 180,011,754 | $8,307,536,393 | $8,082,527,755 | -$225,008,638 | -2.71% | |
| Jones Financial Companies Lllp | 1.62% | 87,505,839 | $4,051,497,876 | $3,929,012,171 | -$122,485,705 | -3.02% | |
| Blackrock, Inc. | 0.06% | 82,039,260 | $3,786,111,868 | $3,683,562,774 | -$102,549,094 | -2.71% | |
| Lpl Financial Llc | 0.65% | 62,170,177 | $2,869,153,618 | $2,791,440,947 | -$77,712,671 | -2.71% | |
| Wells Fargo & Company/Mn | 0.40% | 50,463,381 | $2,328,885,057 | $2,265,805,807 | -$63,079,250 | -2.71% | |
| Morgan Stanley | 0.08% | 31,037,509 | $1,432,381,113 | $1,393,584,154 | -$38,796,959 | -2.71% | |
| Jpmorgan Chase & Co | 0.06% | 22,629,549 | $1,048,200,750 | $1,016,066,750 | -$32,134,000 | -3.07% | |
| Mariner, Llc | 1.01% | 20,743,278 | $957,340,521 | $931,373,182 | -$25,967,339 | -2.71% | |
| Cwm, Llc | 2.14% | 17,616,671 | $813,714,056 | $790,988,528 | -$22,725,528 | -2.79% | |
| Envestnet Portfolio Solutions, Inc. | 3.74% | 16,937,298 | $781,656,321 | $760,484,680 | -$21,171,641 | -2.71% | |
| Bank Of New York Mellon Corp | 0.11% | 14,380,566 | $663,663,111 | $645,687,413 | -$17,975,698 | -2.71% | |
| Cetera Investment Advisers | 0.56% | 13,337,519 | $615,526,508 | $598,854,603 | -$16,671,905 | -2.71% | |
| Ameriprise Financial Inc | 0.12% | 13,036,714 | $601,295,563 | $585,348,459 | -$15,947,104 | -2.65% | |
| Mml Investors Services, Llc | 1.07% | 11,405,773 | $526,376,404 | $512,119,208 | -$14,257,196 | -2.71% | |
| Janney Montgomery Scott Llc | 0.94% | 10,566,952 | $487,665,000 | $474,456,145 | -$13,208,855 | -2.71% | |
| Onedigital Investment Advisors Llc | 3.30% | 8,476,864 | $391,207,267 | $380,611,194 | -$10,596,073 | -2.71% | |
| Sigfig Wealth Management, Llc | 6.66% | 6,051,951 | $266,830,153 | $271,732,600 | +$4,902,447 | +1.84% | |
| Wealthspire Advisors, Llc | 1.39% | 5,483,050 | $253,042,761 | $246,188,945 | -$6,853,816 | -2.71% | |
| Raymond James Financial Inc | 0.07% | 5,356,065 | $247,182,423 | $240,487,319 | -$6,695,105 | -2.71% | |
| United Capital Financial Advisors, Llc | 1.31% | 5,132,935 | $236,824,402 | $230,468,782 | -$6,355,621 | -2.68% | |
| Johnson Financial Group, Inc. | 7.77% | 5,120,362 | $236,304,689 | $229,904,254 | -$6,400,435 | -2.71% | |
| Foundations Investment Advisors, Llc | 2.37% | 4,994,324 | $230,488,060 | $224,245,148 | -$6,242,912 | -2.71% | |
| Royal Bank Of Canada | 0.04% | 4,987,957 | $230,195,000 | $223,959,269 | -$6,235,731 | -2.71% | |
| Geowealth Management, Llc | 6.95% | 4,787,854 | $220,959,454 | $214,974,645 | -$5,984,809 | -2.71% | |
| Bank Of America Corp | 0.01% | 4,586,006 | $211,644,181 | $205,911,669 | -$5,732,512 | -2.71% | |
| Jb Capital Llc | 6.51% | 4,325,678 | $190,719,142 | $194,222,942 | +$3,503,800 | +1.84% | |
| Newedge Advisors, Llc | 0.57% | 4,110,503 | $189,699,750 | $184,561,585 | -$5,138,165 | -2.71% | |
| Stifel Financial Corp | 0.15% | 3,879,099 | $179,020,514 | $174,171,545 | -$4,848,969 | -2.71% | |
| Savvy Advisors, Inc. | 3.79% | 3,842,612 | $177,336,529 | $172,533,279 | -$4,803,250 | -2.71% | |
| First Command Advisory Services, Inc. | 1.00% | 3,635,592 | $167,782,593 | $163,238,081 | -$4,544,512 | -2.71% | |
| Osaic Holdings, Inc. | 0.18% | 3,302,104 | $152,425,833 | $148,264,470 | -$4,161,363 | -2.73% | |
| Sanctuary Advisors, Llc | 0.68% | 3,165,952 | $146,108,698 | $142,151,245 | -$3,957,453 | -2.71% | |
| Farther Finance Advisors, Llc | 1.00% | 3,214,129 | $141,710,971 | $144,314,392 | +$2,603,421 | +1.84% | |
| Mason & Associates, Llc | 27.50% | 3,031,334 | $133,651,516 | $136,106,897 | +$2,455,381 | +1.84% | |
| Truist Financial Corp | 0.16% | 3,004,017 | $132,447,118 | $134,880,363 | +$2,433,245 | +1.84% | |
| Ubs Group Ag | 0.02% | 2,801,996 | $129,312,115 | $125,809,620 | -$3,502,495 | -2.71% | |
| Sofi Wealth, Llc | 4.58% | 2,685,798 | $118,416,854 | $120,592,330 | +$2,175,476 | +1.84% | |
| Vise Technologies, Inc. | 0.94% | 2,561,085 | $112,918,216 | $114,992,717 | +$2,074,501 | +1.84% | |
| Thrivent Financial For Lutherans | 0.19% | 2,430,055 | $112,256,000 | $109,109,470 | -$3,146,531 | -2.80% | |
| Victory Capital Management Inc | 0.06% | 2,397,900 | $110,663,085 | $107,665,710 | -$2,997,375 | -2.71% | |
| Kestra Advisory Services, Llc | 0.30% | 2,423,130 | $106,835,791 | $108,798,537 | +$1,962,746 | +1.84% | |
| Assetmark, Inc | 0.17% | 2,246,102 | $99,030,625 | $100,849,980 | +$1,819,355 | +1.84% | |
| Symmetry Partners, Llc | 4.80% | 2,131,318 | $93,969,830 | $95,696,178 | +$1,726,348 | +1.84% | |
| Allworth Financial Lp | 0.40% | 2,025,050 | $93,456,071 | $90,924,745 | -$2,531,326 | -2.71% | |
| Fifth Third Bancorp | 0.15% | 1,980,257 | $91,388,857 | $88,913,539 | -$2,475,318 | -2.71% | |
| Concurrent Investment Advisors, Llc | 0.62% | 2,037,669 | $89,840,832 | $91,491,338 | +$1,650,506 | +1.84% | |
| Compass Ion Advisors, Llc | 6.98% | 1,881,906 | $82,973,236 | $84,497,579 | +$1,524,343 | +1.84% | |
| Prime Capital Investment Advisors, Llc | 0.77% | 1,779,222 | $78,445,899 | $79,887,068 | +$1,441,169 | +1.84% | |
| Atria Investments, Inc | 0.73% | 1,690,471 | $74,532,881 | $75,902,148 | +$1,369,267 | +1.84% | |
| Commonwealth Equity Services, Llc | 0.10% | 1,664,867 | $73,403,991 | $74,752,528 | +$1,348,537 | +1.84% |
Frequently asked questions about IUSB
Who are the largest institutional holders of IUSB?
The largest institutional holders of IUSB reported in the latest SEC Form 13F filings include Envestnet Asset Management Inc, Jones Financial Companies Lllp, Blackrock, Inc., Lpl Financial Llc, and Wells Fargo & Company/Mn. InsiderSet ranks institutional holders by their latest reported IUSB position.
What is IUSB institutional ownership?
This page tracks IUSB positions reported by institutional investment managers through SEC Form 13F. ISHARES CORE TOTAL BOND ETF (IUSB) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IUSB?
InsiderSet currently tracks 862 institutional managers reporting IUSB holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IUSB shareholders.
How much IUSB stock do institutions own?
Institutional investment managers disclosed approximately $40.85B in IUSB holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IUSB institutional ownership last updated?
The latest IUSB institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IUSB holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IUSB position after the reporting date.
Are institutions buying or selling IUSB?
Institutional buying and selling can be analyzed by comparing IUSB positions across consecutive 13F reporting periods. InsiderSet's IUSB Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IUSB ownership changes.
How has IUSB institutional ownership changed over time?
InsiderSet tracks IUSB institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.