IUSB institutional holders

iShares Core Universal USD Bond ETF · 902 reporting institutions · $41.3B reported value

Funds that can replace IUSB · IUSB return decomposition

Institutional holdings

Institutions reporting IUSB, largest first
InstitutionReported positionAdvisors at firmReport period
Envestnet Pmc$8.3B602026-06-30
Jones Financial Companies LLLP$4.1B02026-06-30
Blackrock, Inc.$3.8B02026-06-30
Lpl Financial LLC$2.9B23,4582026-06-30
Wells Fargo & Company/mn$2.3B02026-06-30
Northwestern Mutual Wealth Management Co$1.5B02026-06-30
Morgan Stanley$1.4B23,1852026-06-30
Jpmorgan Chase & Co$1B02026-06-30
Mariner, LLC$957.3M02026-06-30
Cwm, LLC$813.7M6672026-03-31
Envestnet Portfolio Solutions, Inc.$781.7M32026-06-30
Bank of New York Mellon Corp$663.7M02026-06-30
Cetera Investment Advisers$615.5M10,3702026-06-30
Ameriprise Financial Inc$601.3M02026-06-30
MML Investors Services, LLC$526.4M5,1202026-06-30
Onedigital Investment Advisors LLC$391.2M3862026-06-30
Sigfig Wealth Management, LLC$254.9M42026-06-30
Wealthspire Advisors, LLC$253M2372026-06-30
Raymond James Financial Inc$247.2M02026-06-30
Kestra Investment Management, LLC$246.3M92026-06-30
United Capital Financial Advisors, LLC$236.8M1662026-06-30
Johnson Financial Group, Inc.$236.3M02026-06-30
Foundations Investment Advisors, LLC$230.5M3022026-06-30
Royal Bank of Canada$230.2M02026-06-30
Geowealth Management, LLC$221M02026-06-30
Bank of America Corp /de$211.6M02026-06-30
Newedge Advisors$189.7M6012026-06-30
Stifel Financial Corp$179M02026-06-30
Savvy Advisors, Inc.$177.3M2142026-06-30
First Command Advisory Services$167.8M1,0122026-06-30
Jb Capital LLC$162.4M262026-06-30
Osaic Holdings, Inc.$152.4M02026-06-30
Commonwealth Equity Services, LLC$148M2,8632026-06-30
Sanctuary Advisors, LLC$146.1M4012026-06-30
Mason & Associates, LLC$136M02026-06-30
UBS Group AG$129.3M02026-06-30
Farther Finance Advisors, LLC$119.8M3342026-06-30
Integrated Wealth Concepts LLC$110.9M4802026-06-30
Victory Capital Management Inc.$110.7M1062026-06-30
Truist Financial Corp$106.6M02026-06-30
Symmetry Partners, LLC$102.6M232026-06-30
Assetmark, Inc$99.8M2202026-06-30
Allworth Financial, LP$93.5M3172026-06-30
Fifth Third Bancorp$91.4M02026-06-30
Compass Ion Advisors, LLC$82.6M172026-06-30
Prime Capital Financial$76.5M2652026-06-30
Sofi Wealth, LLC$74.6M1102026-06-30
Bakeravenue$72M352026-06-30
Vise Technologies, Inc.$71.9M02026-06-30
Global Strategic Investment Solutions, LLC$69.2M42026-06-30
PNC Financial Services Group, Inc.$67.7M02026-06-30
Fmr LLC$67.6M02026-06-30
Affinity Capital Advisors, LLC$66.1M52026-06-30
Icon Wealth Advisors, LLC$65.9M182026-06-30
Atria Investments, Inc$63.7M62026-06-30
Steelpeak Wealth, LLC$63.5M422026-06-30
Apella Capital, LLC$63.3M1042026-06-30
Kestra Advisory Services, LLC$62.5M1,4792026-06-30
Stone House Investment Management, LLC$60.1M192026-06-30
Univest Financial Corp$59M02026-06-30
Focus Partners Wealth$56M1,0482026-06-30
Sharkey, Howes & Javer$55.4M92026-06-30
Mgo One Seven LLC$55.4M1182026-06-30
Integrity Alliance, Llc.$53.6M3532026-06-30
Northrock Partners, LLC$53.5M912026-06-30
Avidian Wealth Enterprises, LLC$52.9M432026-06-30
Regions Financial Corp$51.6M02026-06-30
Stash Investments, LLC$51.1M12026-06-30
McMorgan & Co LLC$50.7M12026-06-30
Advocacy Wealth Management, LLC$50.3M302026-06-30
Destination Wealth Management$49.4M372026-06-30
Johnson Bixby & Associates, LLC$47.3M132026-06-30
Intelligence Driven Advisers, LLC$47M162026-06-30
Creativeone Wealth, LLC$46.5M2212026-06-30
&partners$46.4M5552026-06-30
Strategic Blueprint, LLC$46.2M552026-06-30
Keybank National Association/oh$46.1M02026-06-30
Jt Stratford, LLC$44.3M182026-06-30
High Falls Advisors, Inc$44.2M02025-12-31
Cerity Partners LLC$44M7772026-06-30
Horst & Graben Wealth Management, LLC$43.2M52026-06-30
Orion Porfolio Solutions, LLC$42.4M1992026-06-30
Perigon Wealth Management, LLC$42.1M922026-06-30
Trek Financial, LLC$41.8M632026-06-30
Composition Wealth, LLC$41.1M762026-06-30
Global Retirement Partners LLC$40.6M4912026-06-30
Spire Wealth Management$40.1M32026-06-30
Arax Advisory Partners$39.5M2322026-06-30
Wealth Enhancement Advisory Services, LLC$39.3M1,0262026-06-30
The Wealth Alliance, LLC$38.5M122026-06-30
Modern Wealth Management, LLC$38.4M1612026-06-30
Brookstone Capital Management$38.1M3372026-06-30
Ae Wealth Management LLC$37.8M4712026-06-30
Mlg Wealth Management Dba Pine Grove Financial Group$37.6M02025-12-31
Baird Financial Group, Inc.$36.7M02026-06-30
One Advisory Partners, LLC$36.3M72026-06-30
Jacobson & Schmitt Advisors, LLC$36.2M122026-06-30
Elevation Wealth Partners, LLC$35.9M02026-06-30
Summit Financial, LLC$35.4M2292026-06-30
Legacy Financial Group LLC$35.1M82026-06-30
Principal Securities, Inc.$35.1M1,4632026-06-30
Pax Financial Group, LLC$33.9M152026-06-30
Landmark Wealth Management, Inc.$33.6M72026-06-30
Compound Planning, Inc.$33.3M752026-06-30
World Investment Advisors$32.7M3592026-06-30
Regal Investment Advisors LLC$32.3M1172026-06-30
Diversify Advisory Services, LLC$30.7M1162026-06-30
Diversify Wealth Management, LLC$30.7M782026-06-30
Skyline Advisors, Inc.$30M72026-06-30
Keystone Financial Services$29.5M42026-06-30
One Wealth Advisors, LLC$28.7M112026-06-30
Invst, LLC$28.4M332026-06-30
Concurrent Investment Advisors, LLC$28.1M3492026-06-30
Bay Harbor Wealth Management, LLC$27.1M32026-06-30
Gm Advisory Group, LLC$26.5M02026-03-31
Elevated Financial Group LLC$26M72026-06-30
Blue Trust, Inc.$25.7M02026-06-30
Corient Private Wealth LP$25.5M6742026-06-30
Frisch Financial Group, Inc.$25.3M62026-06-30
Hightower Advisors, LLC$25M1,0462026-06-30
Kwb Wealth$24.6M102026-06-30
Merit Financial Group, LLC$22.7M2952026-06-30
Creative Planning$22.7M1,1712026-06-30
Austin Private Wealth, LLC$22.5M02025-12-31
Cfs Investment Advisory Services LLC$22.1M102026-06-30
West Wealth Group, LLC$21.6M202026-06-30
Wcg Wealth Advisors LLC$21.3M1302026-06-30
Shared Vision Wealth Group LLC$21M32026-06-30
Goldman Sachs Group Inc$21M02026-06-30
Stokes Family Office LLC$20.2M122026-06-30
Ep Wealth Advisors, LLC$20.2M3382026-06-30
Sovran Advisors, LLC$19.8M702026-06-30
U.S. Capital Wealth Advisors, LLC$19.8M02026-03-31
Vestmark Advisory Solutions, Inc.$19.7M82026-06-30
Endeavor Private Wealth, Inc.$19.4M122026-06-30
Asset Management Group of Bank of Hawaii$19.3M02026-06-30
Hoxton Planning & Management, LLC$19.3M52026-06-30
Mercer Global Advisors Inc /adv$19.3M02026-06-30
Simplicity Wealth, LLC$18.5M02026-06-30
Harbour Investments, Inc.$18.3M2472026-06-30
Claro Advisors Inc.$18.1M202026-06-30
Summit Wealth Partners, LLC$17.4M122026-06-30
5t Wealth, LLC$17.2M42026-06-30
True Vision Mn LLC$17.1M02026-03-31
Financial Life Advisors$17.1M72026-06-30
Valley National Advisers Inc$16.7M142026-06-30
Gateway Wealth Partners, LLC$16.5M1012026-06-30
Forum Private Client Group LLC$16.4M72026-06-30
Lodestar Private Asset Management LLC$16.4M52026-06-30
Firestone Capital Management$16.4M62026-06-30
Kilter Group LLC$16.2M82026-06-30
Opes Wealth Management LLC$16M02026-03-31
Liberty Wealth Management LLC$15.8M252026-06-30
Susquehanna International Group, LLP$15.8M02026-06-30
Cornerstone Planning Group LLC$15.4M232026-06-30
Vestgen Advisors, LLC$15.4M582026-06-30
Rockefeller Capital Management LP$15.1M3462026-06-30
Founders Financial Alliance, LLC$15M322026-06-30
Advus Financial Partners, LLC$14.9M102026-06-30
Mayflower Advisors$14.7M272026-06-30
Ewa, LLC$14.7M92026-06-30
D.A. Davidson & Co.$14.5M6892026-06-30
Citigroup Inc$14.4M02026-06-30
Twin Peaks Wealth Advisors, LLC$14.3M102026-06-30
Tiemann Investment Advisors, LLC$14.1M12026-06-30
Comerica Bank$14M02025-12-31
Csenge Advisory Group$14M752026-06-30
Advisory Services Network$14M2532026-06-30
Apollon Wealth Management, LLC$14M1512026-06-30
Salient Wealth Planning$13.8M32026-06-30
One Wealth Capital Management, LLC$13.6M52026-06-30
Apeiron RIA LLC$13.4M112026-06-30
Parr McKnight Wealth Management Group, LLC$13.2M102026-06-30
Focus Financial$13.1M1212026-06-30
Wealthshield Partners, LLC$12.9M02026-06-30
Security Financial Services, Inc.$12.8M102026-06-30
Tanager Wealth Management LLP$12.6M132026-06-30
Galvin, Gaustad & Stein, LLC$12.2M82026-06-30
Vertex Planning Partners, LLC$12.1M142026-06-30
Armor Investment Advisors, LLC$11.8M42026-06-30
Resolute Wealth Advisor, Inc.$11.8M32026-06-30
Alterna Wealth Management, Inc$11.7M292026-06-30
Atlatl Advisers LLC$11.5M72026-06-30
Seeds Investor LLC$11.2M32026-06-30
Elevation Point Wealth Partners, LLC$11.2M562026-06-30
Legacy Wealth Partners, LLC$11.1M92026-06-30
TSA Wealth Managment LLC$11M02026-06-30
Rothschild Wealth LLC$10.8M312026-06-30
Pfg Advisors$10.8M832026-06-30
Client 1st Advisory Group, LLC$10.7M72026-06-30
Bensler, LLC$10.6M322026-06-30
Leslie Global Wealth, LLC$10.4M32026-06-30
Retirement Capital Strategies, Inc.$10.1M22026-06-30
Quattro Financial Advisors$9.8M12026-06-30
Cypress Wealth Services, LLC$9.8M142026-06-30
Polaris Investment Advisors, LLC$9.8M22026-06-30
Ashton Thomas Private Wealth, LLC$9.7M962026-06-30
Kickstand Ventures, Llc.$9.6M62026-06-30
Arkadios Wealth Advisors$9.6M2262026-06-30
Triangle Wealth Management$9.6M102026-06-30
Orgel Wealth Management, LLC$9.1M312026-06-30
New Capital Management LP$9.1M12026-06-30
Barnes Wealth Management Group$9M72026-06-30
Chatterton & Associates Inc.$8.9M72026-06-30
Integrity Advisory Solutions, LLC$8.9M1272026-06-30
Pinion Wealth Management, LLC$8.8M82026-06-30
Lido Advisors, LLC$8.7M3202026-06-30
Davis Wealth Advisors, LLC$8.4M42026-06-30
Independent Financial Group, LLC$8.3M4812026-06-30
Trivium Point Advisory, LLC$8.1M182026-06-30
Lifeplan Investment Advisors, Inc.$8.1M42026-06-30
Steward Partners Investment Advisory, LLC$8M4812026-06-30
J.M. Arbour, LLC$8M102026-06-30
Bcu Wealth Advisors, LLC$8M152026-06-30
Portfolio Resources Advisor Group, Inc.$8M112026-06-30
Sagespring Wealth Partners$7.9M1262026-06-30
Verus Capital Partners, LLC$7.8M472026-06-30
B. Riley Wealth Advisors, Inc.$7.8M1702026-06-30
Royal Fund Management, LLC$7.7M832026-06-30
Tradition Wealth Management, LLC$7.6M232026-06-30
Snowden Capital Advisors LLC$7.4M1222026-06-30
J.E. Simmons & Co., P.C.$7.4M32026-06-30
Theory Financial LLC$7.4M32026-06-30
Yukon Wealth Management, Inc.$7.3M22026-06-30
Diversified Portfolios, Inc.$7.2M102026-06-30
Randall & Associates Wealth Management$7.1M32026-06-30
Centurion Wealth Management LLC$7.1M62026-06-30
Mutual Advisors, LLC$7M1532026-06-30
Keebeck Wealth Management$6.9M52026-06-30
Swmg, LLC$6.9M82026-06-30
Alliance Private Wealth, LLC$6.9M72026-06-30
Xena Financial Planning, LLC$6.8M22026-06-30
Maridea Wealth Management$6.7M382026-06-30
Capital Investment Management, Inc.$6.5M52026-06-30
Patriot Financial Group Insurance Agency, LLC$6.4M352026-06-30
Ffg Retirement Counseling$6.4M22026-06-30
Private Advisor Group, LLC$6.4M9272026-06-30
Lifelong Wealth Advisors, Inc.$6.2M92026-06-30
Sax Wealth Advisors, LLC$6.2M422026-06-30
Conscious Wealth Investments, LLC$6.2M52026-06-30
Eight 31 Financial, LLC$6.1M42026-06-30
Westside Investment Management, LLC$6M72026-06-30
Daviman Financial, LLC$6M42026-06-30
Park Place Capital Corp$6M72026-06-30
Jfs Wealth Advisors, LLC$5.9M332026-06-30
Two West Capital Advisors LLC$5.8M162026-06-30
Continuum Advisory, LLC$5.7M402026-06-30
Balefire, LLC$5.6M372026-06-30
Able Wealth Management LLC$5.6M52026-06-30
Equity Wealth Partners, LLC$5.5M72026-06-30

The 250 largest of 902 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-06-30 to 2026-06-30