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IUSB · iShares Core Universal USD Bond ETF ETF

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$45.25 +0.02 (+0.03%) At close · Sep 4

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

Use institutional holdings through the 13F API or MCP →
Holders: 6
Total Value: $95,817,780
Total Shares: 2,076,225

Institutional Ownership Trend

26 quarters

Holder Concentration

Across 6 13F filers · Δ vs Mar 31, 2026
Top Holder
56.7%
Sep 2023 → Jun 2026 · range 55.3% – 100.0%
−15.2 pts
Top 5
99.9%
Sep 2023 → Jun 2026 · range 99.9% – 100.0%
−0.1 pts
Top 10
100.0%
Sep 2023 → Jun 2026 · range 100.0% – 100.0%
0.0 pts
HHI
4,163
Sep 2023 → Jun 2026 · range 3,884 – 10,000
Highly concentrated−1,779

Quarterly Activity

vs Mar 31, 2026
New
3
Increased
1
Decreased
2
Sold Out
0
Unchanged
0
Holder count: +3
Institutional value: +73.7%
Shares held: +73.8%

Top Buyers

vs Mar 31, 2026
Institution Added Now Holds Open
MLG Wealth Management DBA Pine Grove Financial Group +317,887 1,177,018

Top Sellers

vs Mar 31, 2026
Institution Sold Now Holds Open
Advus Financial Partners, LLC −9,476 321,928
TUCKER ASSET MANAGEMENT LLC −967 3,078

Top New Positions

vs Mar 31, 2026
Institution Acquired Value (USD) Open
Corient Private Wealth LLC 552,717 $25,507,889
HORAN Wealth, LLC 12,672 $584,812
Strategic Financial Services, Inc. 8,812 $406,673

Top Sold-Out Positions

vs Mar 31, 2026
No fully closed positions this quarter.
Filter: New 3 Increased 1 Reduced 2 Sold out 0 Unchanged 0
Showing 6 of 6
All Common Calls Puts
Export CSV
Holder Value (USD) % of 13F Shares Open
MLG Wealth Management DBA Pine Grove Financial Group IUSB $54,319,380 56.69% 1,177,018
Corient Private Wealth LLC IUSB $25,507,889 26.62% 552,717
Advus Financial Partners, LLC IUSB $14,856,977 15.51% 321,928
HORAN Wealth, LLC IUSB $584,812 0.61% 12,672
Strategic Financial Services, Inc. IUSB $406,673 0.42% 8,812
TUCKER ASSET MANAGEMENT LLC IUSB $142,049 0.15% 3,078