Security record · archived quarter
IUSB
iShares Core Universal USD Bond ETF · Financial Services · Asset Management - Bonds
56Tracked holders
-2Δ holders
539.52MShares held
$25.11BReported value
+0New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth -3.4% ·
share flow -2.1% ·
net new positions -3.6%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 61 | +3 | 669.70M | $30.92B | +5 | −3 |
| Q1 2026 | 60 | +4 | 569.85M | $26.29B | +6 | −2 |
| Q4 2025 | 56 | -2 | 539.52M | $25.11B | — | −2 |
| Q3 2025 | 10 | +1 | 127.62M | $5.96B | +1 | — |
| Q2 2025 | 6 | -1 | 63.82M | $2.95B | — | −1 |
| Q1 2025 | 5 | +3 | 530.37K | $24.44M | +3 | — |
| Q4 2024 | 2 | 0 | 67.97K | $3.07M | — | — |
| Q3 2024 | 2 | -1 | 57.74K | $2.72M | — | −1 |
| Q2 2024 | 3 | — | 79.78K | $3.61M | — | — |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 119.09M | — | $5.54B | 1.6% | n/c | 1 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 76.56M | — | $3.56B | 2.2% | n/c | 1 | SEC ↗ ×2 |
| 3 | BlackRock ✦ (passive) | 71.88M | +15.2% | $3.35B | 0.1% | ▲ Add | 3 | SEC ↗ ×5 |
| 4 | Wells Fargo & Company/Mn | 47.95M | — | $2.23B | 0.4% | n/c | 1 | SEC ↗ ×5 |
| 5 | LPL Financial LLC | 45.51M | — | $2.12B | 0.6% | n/c | 1 | SEC ↗ |
| 6 | Northwestern Mutual Wealth… | 28.62M | — | $1.33B | 0.8% | n/c | 1 | SEC ↗ |
| 7 | Morgan Stanley ✦ | 24.70M | +8.5% | $1.15B | 0.1% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | JPMorgan Chase ✦ | 17.85M | -54.7% | $830.59M | 0.1% | ▼ Trim | 2 | SEC ↗ ×5 |
| 9 | Cwm, Llc | 17.19M | — | $800.22M | 2.2% | n/c | 1 | SEC ↗ |
| 10 | Mariner, LLC | 16.12M | — | $750.24M | 0.9% | n/c | 1 | SEC ↗ ×4 |
| 11 | Ameriprise Financial Inc | 11.11M | — | $517.11M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 12 | Bank of New York Mellon Corp | 9.64M | — | $448.66M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 13 | Cetera Investment Advisers | 9.52M | — | $443.20M | 0.5% | n/c | 1 | SEC ↗ |
| 14 | Mml Investors Services, Llc | 7.44M | — | $346.16M | 0.8% | n/c | 1 | SEC ↗ |
| 15 | Raymond James Financial Inc | 4.53M | — | $210.65M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 16 | Royal Bank Of Canada | 3.97M | — | $184.92M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 17 | Commonwealth Equity Services, Llc | 3.12M | — | $145.28M | 0.2% | n/c | 1 | SEC ↗ |
| 18 | UBS Group AG | 3.02M | — | $140.43M | 0.0% | n/c | 1 | SEC ↗ |
| 19 | Osaic Holdings, Inc. | 2.97M | — | $138.41M | 0.2% | n/c | 1 | SEC ↗ ×4 |
| 20 | Stifel Financial Corp | 2.73M | — | $126.86M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 21 | Bank Of America Corp /De/ | 2.43M | — | $113.24M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 22 | Assetmark, Inc | 1.80M | — | $83.67M | 0.2% | n/c | 1 | SEC ↗ |
| 23 | Truist Financial Corp | 1.66M | — | $77.28M | 0.1% | n/c | 1 | SEC ↗ ×3 |
| 24 | Focus Partners Wealth | 1.61M | — | $74.83M | 0.1% | n/c | 1 | SEC ↗ |
| 25 | Us Bancorp \De\ | 1.50M | — | $69.94M | 0.1% | n/c | 1 | SEC ↗ ×4 |
| 26 | Pnc Financial Services Group, Inc. | 1.44M | — | $67.06M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | Fidelity (FMR) ✦ | 1.32M | -5.4% | $61.40M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 28 | Corient Private Wealth LP | 1.16M | — | $54.11M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 29 | Baird Financial Group, Inc. | 914.25K | — | $42.55M | 0.1% | n/c | 1 | SEC ↗ ×2 |
| 30 | HighTower Advisors, LLC | 438.75K | — | $20.42M | 0.0% | n/c | 1 | SEC ↗ |
| 31 | Rockefeller Capital Management L.P. | 375.62K | — | $17.48M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Mercer Global Advisors Inc /Adv | 356.56K | — | $16.59M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Creative Planning | 180.53K | — | $8.40M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Wealth Enhancement Advisory… | 140.80K | — | $6.56M | 0.0% | n/c | 1 | SEC ↗ |
| 35 | Invesco Ltd. | 117.35K | — | $5.46M | 0.0% | n/c | 1 | SEC ↗ |
| 36 | Goldman Sachs Group ✦ | 115.12K | +8.8% | $5.36M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 37 | Financial Engines Advisors L.L.C. | 100.11K | — | $4.66M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | AQR Capital Management ✦ | 67.68K | +38.4% | $3.15M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 39 | Cerity Partners LLC | 57.17K | — | $2.66M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Lido Advisors, LLC | 56.30K | — | $2.63M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 41 | Captrust Financial Advisors | 56.31K | — | $2.62M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citigroup Inc | 21.40K | — | $995,909 | 0.0% | n/c | 1 | SEC ↗ |
| 43 | Gotham Asset Management ✦ | 14.50K | +12.5% | $674,877 | 0.0% | ▲ Add | 4 | SEC ↗ |
| 44 | Bank Of Montreal /Can/ | 11.63K | — | $541,394 | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 45 | Tudor Investment Corp Et Al | 9.26K | — | $430,774 | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Sei Investments Co | 8.95K | — | $416,440 | 0.0% | n/c | 1 | SEC ↗ |
| 47 | Fisher Asset Management ✦ | 7.47K | -25.9% | $347,736 | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 48 | Northern Trust Corp | 6.22K | — | $289,619 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 49 | Charles Schwab Investment… | 5.54K | — | $258,018 | 0.0% | n/c | 1 | SEC ↗ |
| 50 | National Bank Of Canada /Fi/ | 4.46K | — | $207,661 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 51 | Fifth Third Bancorp | 2.81K | — | $130,684 | 0.0% | n/c | 1 | SEC ↗ |
| 52 | UBS AM, a distinct business unit of… | 2.23K | — | $104,017 | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Franklin Resources Inc | 1.05K | — | $48,859 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | Bnp Paribas Financial Markets | 40 | — | $1,862 | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Allspring Global Investments… | 9 | — | $420 | 0.0% | n/c | 1 | SEC ↗ |
| 56 | Russell Investments Group, Ltd. | 5 | — | $230 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Citadel Advisors | $59.88M | was 0.0% |
| Renaissance Technologies | $9.89M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 834 holders, 747.08M shares, $33.30B reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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