Security record
IUSB
iShares Core Universal USD Bond ETF · Financial Services · Asset Management - Bonds
62Tracked holders
+3Δ holders
670.24MShares held
$30.95BReported value
+5New positions
−2Exits
Momentum inputs (comparable managers):
holder breadth +5.1% ·
share flow +21.4% ·
net new positions +4.8%
— formula
Broad accumulation — rising shares across more holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 62 | +3 | 670.24M | $30.95B | +5 | −2 |
| 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 · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | Envestnet Asset Management Inc | 180.01M | +35.3% | $8.31B | 2.0% | ▲ Add | 3 | SEC ↗ |
| 2 | Jones Financial Companies Lllp | 87.51M | +9.9% | $4.05B | 1.6% | ▲ Add | 3 | SEC ↗ |
| 3 | Jones Financial Companies Lllp | 87.51M | +9.9% | $4.05B | 1.6% | ▲ Add | 3 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 82.04M | +15.9% | $3.79B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 82.04M | +15.9% | $3.79B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 82.04M | +15.9% | $3.79B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 82.04M | +15.9% | $3.79B | 0.1% | ▲ Add | 5 | SEC ↗ |
| 8 | LPL Financial LLC | 62.17M | +31.5% | $2.87B | 0.6% | ▲ Add | 3 | SEC ↗ |
| 9 | Wells Fargo & Company/Mn | 50.46M | +1.8% | $2.33B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 10 | Wells Fargo & Company/Mn | 50.46M | +1.8% | $2.33B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 11 | Wells Fargo & Company/Mn | 50.46M | +1.8% | $2.33B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 12 | Wells Fargo & Company/Mn | 50.46M | +1.8% | $2.33B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 13 | Wells Fargo & Company/Mn | 50.46M | +1.8% | $2.33B | 0.4% | ▲ Add | 3 | SEC ↗ |
| 14 | Northwestern Mutual Wealth… | 33.42M | +10.2% | $1.54B | 0.8% | ▲ Add | 3 | SEC ↗ |
| 15 | Morgan Stanley ✦ | 31.04M | +19.5% | $1.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 16 | Morgan Stanley ✦ | 31.04M | +19.5% | $1.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 17 | Morgan Stanley ✦ | 31.04M | +19.5% | $1.43B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 18 | JPMorgan Chase ✦ | 22.63M | +26.4% | $1.05B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 19 | JPMorgan Chase ✦ | 22.63M | +26.4% | $1.05B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 20 | JPMorgan Chase ✦ | 22.63M | +26.4% | $1.05B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 21 | JPMorgan Chase ✦ | 22.63M | +26.4% | $1.05B | 0.1% | ▲ Add | 4 | SEC ↗ |
| 22 | Mariner, LLC | 20.74M | +9.5% | $957.34M | 1.0% | ▲ Add | 3 | SEC ↗ |
| 23 | Mariner, LLC | 20.74M | +9.5% | $957.34M | 1.0% | ▲ Add | 3 | SEC ↗ |
| 24 | Mariner, LLC | 20.74M | +9.5% | $957.34M | 1.0% | ▲ Add | 3 | SEC ↗ |
| 25 | Bank of New York Mellon Corp | 14.38M | +31.0% | $663.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 26 | Bank of New York Mellon Corp | 14.38M | +31.0% | $663.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 27 | Bank of New York Mellon Corp | 14.38M | +31.0% | $663.66M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 28 | Cetera Investment Advisers | 13.34M | +32.8% | $615.53M | 0.6% | ▲ Add | 3 | SEC ↗ |
| 29 | Ameriprise Financial Inc | 13.04M | +12.9% | $601.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 30 | Ameriprise Financial Inc | 13.04M | +12.9% | $601.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 31 | Ameriprise Financial Inc | 13.04M | +12.9% | $601.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 32 | Ameriprise Financial Inc | 13.04M | +12.9% | $601.30M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 33 | Mml Investors Services, Llc | 11.41M | +57.0% | $526.38M | 1.1% | ▲ Add | 3 | SEC ↗ |
| 34 | Raymond James Financial Inc | 5.36M | +8.5% | $247.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 35 | Raymond James Financial Inc | 5.36M | +8.5% | $247.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 36 | Raymond James Financial Inc | 5.36M | +8.5% | $247.18M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 37 | Royal Bank Of Canada | 4.99M | +16.1% | $230.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 38 | Royal Bank Of Canada | 4.99M | +16.1% | $230.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 39 | Royal Bank Of Canada | 4.99M | +16.1% | $230.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 40 | Royal Bank Of Canada | 4.99M | +16.1% | $230.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 41 | Royal Bank Of Canada | 4.99M | +16.1% | $230.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Royal Bank Of Canada | 4.99M | +16.1% | $230.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 43 | Royal Bank Of Canada | 4.99M | +16.1% | $230.19M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 44 | Bank Of America Corp /De/ | 4.59M | +81.8% | $211.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 45 | Bank Of America Corp /De/ | 4.59M | +81.8% | $211.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 46 | Bank Of America Corp /De/ | 4.59M | +81.8% | $211.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Bank Of America Corp /De/ | 4.59M | +81.8% | $211.64M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Stifel Financial Corp | 3.88M | +32.6% | $179.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 49 | Stifel Financial Corp | 3.88M | +32.6% | $179.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 50 | Stifel Financial Corp | 3.88M | +32.6% | $179.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 51 | Stifel Financial Corp | 3.88M | +32.6% | $179.02M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 52 | Osaic Holdings, Inc. | 3.30M | +19.1% | $152.43M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 53 | Osaic Holdings, Inc. | 3.30M | +19.1% | $152.43M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 54 | Osaic Holdings, Inc. | 3.30M | +19.1% | $152.43M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 55 | Osaic Holdings, Inc. | 3.30M | +19.1% | $152.43M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 56 | Commonwealth Equity Services, Llc | 3.21M | +8.2% | $148.03M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 57 | UBS Group AG | 2.80M | -0.6% | $129.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 58 | Victory Capital Management Inc | 2.40M | 0.0% | $110.66M | 0.1% | Held | 2 | SEC ↗ |
| 59 | Truist Financial Corp | 2.31M | +31.2% | $106.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 60 | Truist Financial Corp | 2.31M | +31.2% | $106.60M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 61 | Assetmark, Inc | 2.16M | +16.0% | $99.77M | 0.2% | ▲ Add | 3 | SEC ↗ |
| 62 | Fifth Third Bancorp | 1.98M | +517.4% | $91.39M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 63 | Pnc Financial Services Group, Inc. | 1.47M | +0.8% | $67.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 64 | Pnc Financial Services Group, Inc. | 1.47M | +0.8% | $67.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Fidelity (FMR) ✦ | 1.47M | +5.6% | $67.61M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 66 | Focus Partners Wealth | 1.21M | -10.1% | $56.04M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 67 | Cerity Partners LLC | 953.13K | +76.0% | $43.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 68 | Cerity Partners LLC | 953.13K | +76.0% | $43.99M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 69 | Wealth Enhancement Advisory… | 859.97K | +31.3% | $39.33M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 70 | Baird Financial Group, Inc. | 795.26K | +10.7% | $36.70M | 0.1% | ▲ Add | 3 | SEC ↗ |
| 71 | Corient Private Wealth LP | 553.28K | -4.0% | $25.53M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 72 | HighTower Advisors, LLC | 542.63K | +11.4% | $25.04M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Creative Planning | 491.46K | +4.5% | $22.68M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Goldman Sachs Group ✦ | 455.12K | +3590.9% | $21.00M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 75 | Mercer Global Advisors Inc /Adv | 418.36K | +385.0% | $19.31M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Susquehanna International Group, Llp | 342.28K | New | $15.80M | 0.0% | New | 1 | SEC ↗ |
| 77 | Rockefeller Capital Management L.P. | 327.13K | -1.1% | $15.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | Rockefeller Capital Management L.P. | 327.13K | -1.1% | $15.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 79 | Rockefeller Capital Management L.P. | 327.13K | -1.1% | $15.10M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 80 | Citigroup Inc | 311.85K | +367.4% | $14.39M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | Lido Advisors, LLC | 188.84K | +80.1% | $8.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | Lido Advisors, LLC | 188.84K | +80.1% | $8.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | Jane Street Group, Llc | 107.68K | -55.1% | $4.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Invesco Ltd. | 101.24K | +0.9% | $4.67M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | AQR Capital Management ✦ | 97.82K | +5.9% | $4.51M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 86 | Financial Engines Advisors L.L.C. | 91.42K | +1.0% | $4.22M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Renaissance Technologies ✦ | 87.50K | New | $4.04M | 0.0% | New | 1 | SEC ↗ |
| 88 | Us Bancorp \De\ | 68.79K | +136.6% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Us Bancorp \De\ | 68.79K | +136.6% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Us Bancorp \De\ | 68.79K | +136.6% | $3.17M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Captrust Financial Advisors | 67.30K | +22.8% | $3.11M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 92 | Northern Trust Corp | 16.45K | -21.2% | $759,167 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Northern Trust Corp | 16.45K | -21.2% | $759,167 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Gotham Asset Management ✦ | 15.97K | +4.3% | $736,877 | 0.0% | ▲ Add | 6 | SEC ↗ |
| 95 | Bank Of Montreal /Can/ | 10.78K | -5.1% | $497,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Bank Of Montreal /Can/ | 10.78K | -5.1% | $497,541 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Fisher Asset Management ✦ | 6.64K | -5.4% | $306,478 | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 98 | Cibc World Market Inc. | 5.65K | +0.3% | $260,932 | 0.0% | ▲ Add | 2 | SEC ↗ |
| 99 | Sei Investments Co | 5.02K | +7.9% | $231,540 | 0.0% | ▲ Add | 3 | SEC ↗ |
| 100 | Brown Advisory Inc | 4.96K | New | $228,812 | 0.0% | New | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Susquehanna International… | $15.80M | 0.0% |
| Renaissance Technologies | $4.04M | 0.0% |
| Brown Advisory Inc | $228,812 | 0.0% |
Exited
| Citadel Advisors | $13.57M | was 0.0% |
| Hrt Financial Lp | $7.04M | 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: Q2 2026 ·
Methodology ·
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