Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q2 2026 (June 30)860holders +16
72new positions
62sold out
4famous investors
$46.14avg. 13F price*
At the end of Q2 2026, 860 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 16 from Q1 2026. 72 opened new positions and 62 sold out. The largest holders were Envestnet Asset Management Inc. ($8.3B), Jones Financial Companies LLLP ($4.1B) and BlackRock, Inc. ($3.8B). 4 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q2 2026)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 72 | $101.7M |
| Exits | 62 | $100.2M |
All 13F filers, Q1 2026 → Q2 2026: 162,595,885 shares bought and 11,496,858 shares sold, net +151,099,027 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 860 holders
| Envestnet Asset Management Inc. | 1.96% | Add +35.3% | 180,011,754 | $8.3B |
| Jones Financial Companies LLLP | 1.62% | Add +9.9% | 87,505,839 | $4.1B |
| BlackRock, Inc. | 0.06% | Add +15.9% | 82,039,260 | $3.8B |
| LPL Financial LLC | 0.65% | Add +31.5% | 62,170,177 | $2.9B |
| Wells Fargo & Company | 0.41% | Add +1.8% | 50,463,381 | $2.3B |
| Northwestern Mutual Wealth Management Co. | 0.82% | Add +10.2% | 33,421,651 | $1.5B |
| Morgan Stanley | 0.08% | Add +19.5% | 31,037,509 | $1.4B |
| JPMorgan Chase & Co. | 0.06% | Add +26.4% | 22,629,549 | $1.0B |
| Mariner, LLC | 1.00% | Add +9.5% | 20,743,278 | $957.3M |
| Envestnet Portfolio Solutions, Inc. | 3.74% | Add +35.1% | 16,937,298 | $781.7M |
| Bank of New York Mellon Corp | 0.11% | Add +31.0% | 14,380,566 | $663.7M |
| Cetera Investment Advisers | 0.56% | Add +32.8% | 13,337,519 | $615.5M |
| Ameriprise Financial Inc. | 0.12% | Add +12.9% | 13,036,714 | $601.3M |
| Park Avenue Securities LLC | 3.72% | Add +44.2% | 12,913,640 | $596.0M |
| MML Investors Services, LLC | 1.07% | Add +57.0% | 11,405,773 | $526.4M |
| Janney Montgomery Scott LLC | 0.94% | Add +37.0% | 10,566,952 | $487.7M |
| OneDigital Investment Advisors LLC | 3.30% | Add +11.7% | 8,476,864 | $391.2M |
| SigFig Wealth Management, LLC | 6.76% | Add +5.1% | 5,503,503 | $254.9M |
| Wealthspire Advisors, LLC | 1.39% | Add +16.0% | 5,483,050 | $253.0M |
| Raymond James Financial Inc. | 0.07% | Add +8.5% | 5,356,065 | $247.2M |
| Kestra Investment Management, LLC | 4.77% | Reduce -30.2% | 5,336,406 | $246.3M |
| United Capital Financial Advisors, LLC | 1.31% | Add +25.2% | 5,132,935 | $236.8M |
| Johnson Financial Group, Inc. | 7.77% | Add +1.3% | 5,120,362 | $236.3M |
| Foundations Investment Advisors, LLC | 2.37% | Add +32.2% | 4,994,324 | $230.5M |
| Royal Bank of Canada | 0.04% | Add +16.1% | 4,987,957 | $230.2M |
| GeoWealth Management, LLC | 6.95% | Add +2.6% | 4,787,854 | $221.0M |
| Bank of America Corp. | 0.01% | Add +81.8% | 4,586,006 | $211.6M |
| NewEdge Advisors, LLC | 0.57% | Add +33.1% | 4,110,503 | $189.7M |
| Stifel Financial Corp. | 0.15% | Add +32.6% | 3,879,099 | $179.0M |
| Savvy Advisors, Inc. | 3.79% | Add +14.9% | 3,842,612 | $177.3M |
| First Command Advisory Services, Inc. | 1.00% | Add +17.0% | 3,635,592 | $167.8M |
| JB Capital LLC | 5.62% | Add +40.0% | 3,518,337 | $162.4M |
| Osaic Holdings, Inc. | 0.18% | Add +19.1% | 3,302,104 | $152.4M |
| Commonwealth Equity Services, LLC | 0.19% | Add +8.2% | 3,207,478 | $148.0M |
| Sanctuary Advisors, LLC | 0.68% | Add +18.7% | 3,165,952 | $146.1M |
| Mason & Associates, LLC | 28.29% | Add +1.7% | 2,945,948 | $136.0M |
| UBS Group AG | 0.02% | Reduce -0.6% | 2,801,996 | $129.3M |
| Farther Finance Advisors, LLC | 0.94% | Add +19.9% | 2,594,856 | $119.8M |
| Thrivent Financial for Lutherans | 0.19% | Add +30.4% | 2,430,055 | $112.3M |
| Victory Capital Management Inc. | 0.06% | No change | 2,397,900 | $110.7M |
| Truist Financial Corp. | 0.13% | Add +31.2% | 2,309,950 | $106.6M |
| Symmetry Partners, LLC | 5.23% | Reduce -1.1% | 2,223,177 | $102.6M |
| Assetmark, Inc. | 0.17% | Add +16.0% | 2,161,917 | $99.8M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +26.7% | 2,054,359 | $94.8M |
| Allworth Financial LP | 0.40% | Reduce -17.6% | 2,025,050 | $93.5M |
| Fifth Third Bancorp | 0.15% | Add +517.4% | 1,980,257 | $91.4M |
| Compass Ion Advisors, LLC | 7.12% | Add +1.9% | 1,789,088 | $82.6M |
| Prime Capital Investment Advisors, LLC | 0.74% | Add +4175.4% | 1,657,922 | $76.5M |
| Sofi Wealth, LLC | 3.00% | Add +4.0% | 1,615,903 | $74.6M |
| Baker Avenue Asset Management, LP | 1.37% | Add +5.4% | 1,561,092 | $72.0M |
| Vise Technologies, Inc. | 0.81% | Add +539.0% | 1,557,969 | $71.9M |
| Global Strategic Investment Solutions, LLC | 6.19% | Add +18.3% | 1,498,899 | $69.2M |
| Integrated Wealth Concepts LLC | 0.45% | Add +12.8% | 1,475,152 | $68.1M |
| PNC Financial Services Group, Inc. | 0.03% | Add +0.8% | 1,467,812 | $67.7M |
| FMR LLC | 0.00% | Add +5.6% | 1,465,036 | $67.6M |
| Affinity Capital Advisors, LLC | 8.16% | Add +5.0% | 1,435,965 | $66.1M |
| Icon Wealth Advisors, LLC | 3.97% | Add +39.2% | 1,428,625 | $65.9M |
| Atria Investments, Inc | 0.64% | Add +28.8% | 1,381,084 | $63.7M |
| SteelPeak Wealth, LLC | 1.67% | Add +26.2% | 1,376,841 | $63.5M |
| Apella Capital, LLC | 0.90% | Add +23.2% | 1,382,574 | $63.3M |
| Kestra Advisory Services, LLC | 0.20% | Add +5.8% | 1,354,854 | $62.5M |
| Stone House Investment Management, LLC | 7.99% | Add +33.3% | 1,302,975 | $60.1M |
| UNIVEST FINANCIAL Corp | 2.90% | Add +16.1% | 1,278,847 | $59.0M |
| Focus Partners Wealth | 0.06% | Reduce -10.1% | 1,214,242 | $56.0M |
| Sharkey, Howes & Javer | 6.69% | Add +21.9% | 1,199,567 | $55.4M |
| Mgo One Seven LLC | 0.92% | Add +37.6% | 1,199,447 | $55.4M |
| MLG Wealth Management DBA Pine Grove Financial Group | 5.49% | Add +37.0% | 1,177,018 | $54.3M |
| Integrity Alliance, Llc. | 1.69% | Add +34.3% | 1,161,836 | $53.6M |
| NorthRock Partners, LLC | 0.78% | Reduce -2.8% | 1,158,879 | $53.5M |
| Avidian Wealth Enterprises, LLC | 1.47% | Add +4.3% | 1,146,437 | $52.9M |
| Regions Financial Corp. | 0.31% | Add +7.8% | 1,119,089 | $51.6M |
| Stash Investments, LLC | 16.48% | Add +12.1% | 1,108,163 | $51.1M |
| McMorgan & Co. LLC | 7.64% | Reduce -11.9% | 1,099,343 | $50.7M |
| Advocacy Wealth Management, LLC | 1.83% | Add +168.3% | 1,088,957 | $50.3M |
| Destination Wealth Management | 1.15% | Add +2.4% | 1,069,818 | $49.4M |
| Johnson Bixby & Associates, LLC | 5.28% | Add +5.2% | 1,025,312 | $47.3M |
| Intelligence Driven Advisers, LLC | 7.63% | Add +4.9% | 1,019,072 | $47.0M |
| CreativeOne Wealth, LLC | 1.00% | Reduce -1.7% | 1,008,288 | $46.5M |
| &partners | 0.19% | Reduce -18.2% | 1,005,912 | $46.4M |
| Strategic Blueprint, LLC | 2.31% | Add +30.5% | 1,001,508 | $46.2M |
| Keybank National Association | 0.15% | Add +2.6% | 998,099 | $46.1M |
| JT Stratford LLC | 4.86% | Add +29.9% | 959,075 | $44.3M |
| Cerity Partners LLC | 0.05% | Add +76.0% | 953,130 | $44.0M |
| Horst & Graben Wealth Management LLC | 5.68% | Add +64.7% | 940,182 | $43.2M |
| Orion Porfolio Solutions, LLC | 0.32% | Add +36.5% | 918,375 | $42.4M |
| Perigon Wealth Management, LLC | 0.67% | Add +34.3% | 911,989 | $42.1M |
| Trek Financial, LLC | 2.08% | Add +31.3% | 906,801 | $41.8M |
| Composition Wealth, LLC | 0.48% | Add +9.3% | 890,765 | $41.1M |
| Global Retirement Partners, LLC | 0.62% | — | 879,400 | $40.6M |
| Spire Wealth Management | 1.21% | Reduce -1.1% | 868,483 | $40.1M |
| Arax Advisory Partners | 0.26% | Add +135.4% | 855,023 | $39.5M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +31.3% | 859,965 | $39.3M |
| Wealth Alliance, LLC | 3.22% | Add +48.3% | 833,658 | $38.5M |
| Modern Wealth Management, LLC | 0.46% | Add +51.1% | 831,929 | $38.4M |
| Brookstone Capital Management | 0.38% | Add +46.5% | 826,609 | $38.1M |
| AE Wealth Management LLC | 0.18% | Add +27.5% | 820,107 | $37.8M |
| Baird Financial Group, Inc. | 0.05% | Add +10.7% | 795,259 | $36.7M |
| ONE Advisory Partners, LLC | 9.89% | Add +10.8% | 787,646 | $36.3M |
| Jacobson & Schmitt Advisors, LLC | 5.91% | Reduce -1.7% | 783,510 | $36.2M |
| Elevation Wealth Partners, LLC | 10.74% | Add +12.4% | 777,144 | $35.9M |
"% of holder's portfolio" is IUSB's weight in each manager's 13F, not the share of Ishr CR Unvrse Usd BD ETF-Ui the manager owns.