Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q1 2024 (March 31)633holders
1famous investor
$45.58avg. 13F price*
At the end of Q1 2024, 633 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings. The largest holders were Envestnet Asset Management Inc. ($6.1B), BlackRock Inc. ($2.6B) and Jones Financial Companies LLLP ($2.3B). One famous investor held it Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q1 2024)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 62 | $121.5M |
| Exits | 57 | $131.2M |
Ownership 633 holders
| Envestnet Asset Management Inc. | 2.29% | Add +33.9% | 134,372,133 | $6.1B |
| BlackRock Inc. | 0.06% | Reduce -5.7% | 57,005,061 | $2.6B |
| Jones Financial Companies LLLP | 3.08% | Add +3.4% | 49,500,569 | $2.3B |
| Wells Fargo & Company | 0.48% | Add +10.8% | 40,060,823 | $1.8B |
| LPL Financial LLC | 0.78% | Add +38.9% | 31,992,838 | $1.5B |
| Northwestern Mutual Wealth Management Co. | 1.00% | Add +4.8% | 21,326,028 | $972.3M |
| Cwm, LLC | 4.44% | Add +22.2% | 20,004,086 | $912.0M |
| Envestnet Portfolio Solutions, Inc. | 3.36% | Add +37.8% | 19,623,354 | $894.6M |
| Morgan Stanley | 0.07% | Add +32.5% | 19,288,368 | $879.4M |
| JPMorgan Chase & Co. | 0.07% | Add +41.1% | 16,729,638 | $762.7M |
| Park Avenue Securities LLC | 6.40% | Add +38.7% | 10,871,783 | $495.6M |
| Ameriprise Financial Inc. | 0.12% | Add +20.4% | 9,237,818 | $420.5M |
| Cetera Investment Advisers | 0.93% | Add +129.9% | 8,653,706 | $394.5M |
| Janney Montgomery Scott LLC | 1.10% | Add +36.5% | 8,083,304 | $368.5M |
| MML Investors Services, LLC | 1.31% | Add +35.9% | 6,980,501 | $318.2M |
| Bank of New York Mellon Corp | 0.06% | Add +39.9% | 6,562,617 | $299.2M |
| Mariner, LLC | 0.61% | Add +40.3% | 6,495,597 | $296.1M |
| United Capital Financial Advisors, LLC | 2.03% | Add +25.5% | 5,404,371 | $246.4M |
| OneDigital Investment Advisors LLC | 3.84% | Add +44.0% | 5,361,032 | $244.4M |
| PNC Financial Services Group, Inc. | 0.16% | Add +2.8% | 5,004,726 | $228.2M |
| SigFig Wealth Management, LLC | 5.99% | Add +6.6% | 3,577,912 | $163.1M |
| GeoWealth Management, LLC | 6.06% | Add +27826.9% | 3,435,565 | $156.6M |
| Commonwealth Equity Services, LLC | 0.25% | Add +28.8% | 3,269,405 | $149.1M |
| Bank of America Corp. | 0.01% | Add +16.4% | 2,913,770 | $132.8M |
| Private Ocean, LLC | 13.32% | Add +12.1% | 2,757,401 | $125.7M |
| JB Capital LLC | 8.32% | Add +62.1% | 2,742,019 | $125.0M |
| Allworth Financial LP | 0.82% | Reduce -0.8% | 2,531,985 | $115.4M |
| Stifel Financial Corp. | 0.13% | Add +37.7% | 2,506,446 | $114.3M |
| CreativeOne Wealth, LLC | 4.35% | Add +114.8% | 2,393,402 | $109.1M |
| Raymond James & Associates | 0.07% | Add +13.2% | 2,371,282 | $108.1M |
| Royal Bank of Canada | 0.03% | Add +3.6% | 2,327,738 | $106.1M |
| Foundations Investment Advisors, LLC | 2.65% | Add +1.1% | 2,224,470 | $101.4M |
| Osaic Holdings, Inc. | 0.20% | Reduce -78.2% | 1,998,851 | $91.1M |
| UBS Group AG | 0.03% | Add +14.7% | 1,976,659 | $90.1M |
| Atria Wealth Solutions, Inc. | 0.97% | Add +26.1% | 1,886,465 | $86.0M |
| McMorgan & Co. LLC | 14.76% | Add +0.8% | 1,884,812 | $85.9M |
| US Bancorp \de | 0.11% | Add +31.1% | 1,773,682 | $80.9M |
| NewEdge Advisors, LLC | 0.63% | Add +46.2% | 1,596,025 | $72.8M |
| Sharkey, Howes & Javer | 11.02% | Add +35.9% | 1,476,274 | $67.3M |
| Atria Investments, Inc | 0.89% | Add +40.3% | 1,414,878 | $64.5M |
| High Falls Advisors, Inc | 13.93% | Add +32.4% | 1,214,341 | $55.4M |
| Assetmark, Inc. | 0.18% | Add +2.5% | 1,205,940 | $55.0M |
| Intelligence Driven Advisers, LLC | 8.11% | New | 1,203,425 | $54.9M |
| Cambridge Investment Research Advisors, Inc. | 0.21% | Add +33.4% | 1,171,810 | $53.4M |
| Prudential Financial Inc. | 0.07% | Add +19.3% | 1,148,763 | $52.4M |
| Truist Financial Corp. | 0.08% | Add +58.1% | 1,094,844 | $49.9M |
| Compass Ion Advisors, LLC | 7.10% | Reduce -3.0% | 1,082,888 | $49.4M |
| Icon Wealth Advisors, LLC | 4.56% | Add +43.5% | 1,076,972 | $49.1M |
| FMR LLC | 0.00% | Reduce -13.4% | 1,049,360 | $47.8M |
| GM Advisory Group, LLC | 3.32% | Reduce -6.6% | 1,038,260 | $47.3M |
| SteelPeak Wealth, LLC | 2.31% | Add +80.7% | 990,839 | $45.2M |
| Blue Trust, Inc. | 0.62% | Add +14.5% | 965,138 | $44.0M |
| Stone House Investment Management, LLC | 10.28% | Add +89.8% | 958,929 | $43.7M |
| Farther Finance Advisors, LLC | 2.47% | Add +50.0% | 898,233 | $40.5M |
| Wealthspire Advisors, LLC | 0.54% | Reduce -5.2% | 886,506 | $40.4M |
| Invst, LLC | 4.61% | Add +6.1% | 861,146 | $38.9M |
| Diversified Portfolios, Inc. | 5.44% | Add +18.7% | 847,972 | $38.7M |
| Thrivent Financial for Lutherans | 0.08% | Add +17.5% | 839,124 | $38.3M |
| Destination Wealth Management | 1.27% | Add +22.5% | 835,206 | $38.1M |
| Avantax Advisory Services, Inc. | 0.34% | Add +39.2% | 832,448 | $38.0M |
| Horst & Graben Wealth Management LLC | 7.62% | Add +60.5% | 820,792 | $37.4M |
| Keybank National Association | 0.15% | Reduce -2.1% | 815,917 | $37.2M |
| Orion Porfolio Solutions, LLC | 0.39% | Add +36.1% | 805,180 | $36.7M |
| Orion Portfolio Solutions, LLC | 0.39% | Add +36.1% | 805,180 | $36.7M |
| Affinity Capital Advisors, LLC | 8.13% | Add +30.1% | 799,717 | $36.5M |
| Morningstar Investment Services LLC | 0.37% | Reduce -40.0% | 742,070 | $33.9M |
| Regions Financial Corp. | 0.25% | Add +8.6% | 734,426 | $33.5M |
| Kestra Advisory Services, LLC | 0.22% | Add +64.5% | 732,973 | $33.4M |
| Perigon Wealth Management, LLC | 0.97% | Add +80.0% | 703,169 | $32.1M |
| Austin Private Wealth, LLC | 3.64% | Add +78.6% | 700,250 | $31.6M |
| G2 Capital Management, LLC / Oh | 10.10% | Reduce -0.4% | 688,574 | $31.4M |
| Avidian Wealth Enterprises, LLC | 1.64% | Add +8.9% | 671,281 | $30.6M |
| Jacobson & Schmitt Advisors, LLC | 6.73% | Add +5.8% | 624,246 | $28.5M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +2.8% | 622,621 | $28.4M |
| ONE Advisory Partners, LLC | 13.94% | Add +49.9% | 622,320 | $28.4M |
| Strategic Blueprint, LLC | 1.99% | Add +86.0% | 613,832 | $28.0M |
| Concourse Financial Group Securities, Inc. | 1.81% | Add +27.9% | 612,629 | $27.9M |
| B. Riley Wealth Advisors, Inc. | 0.75% | Add +34.8% | 633,060 | $27.7M |
| PAX Financial Group, LLC | 5.55% | Reduce -1.8% | 606,496 | $27.7M |
| Brookstone Capital Management | 0.49% | Add +28.3% | 604,945 | $27.6M |
| Trek Financial, LLC | 2.12% | Add +22.5% | 588,119 | $26.8M |
| Arden Trust Co | 3.64% | Add +3.6% | 572,801 | $26.1M |
| CFS Investment Advisory Services, LLC | 4.32% | Add +64.8% | 562,987 | $25.7M |
| Baird Financial Group, Inc. | 0.05% | Reduce -36.9% | 557,290 | $25.4M |
| Keystone Financial Services | 11.05% | Add +44.3% | 555,847 | $25.3M |
| Stokes Family Office, LLC | 3.16% | Add +67.8% | 554,516 | $25.3M |
| Stash Investments, LLC | 17.89% | Add +13.5% | 548,567 | $25.0M |
| GYL Financial Synergies, LLC | 1.95% | Reduce -26.4% | 546,119 | $24.9M |
| TNF LLC | 9.63% | Add +24.9% | 547,313 | $24.3M |
| Bay Harbor Wealth Management, LLC | 8.54% | Add +36.7% | 521,472 | $23.8M |
| Legacy Financial Group LLC | 4.80% | Add +3828.7% | 519,691 | $23.7M |
| Wealth Group Ltd | 7.21% | Add +4.2% | 522,204 | $23.4M |
| AE Wealth Management LLC | 0.26% | Reduce -44.5% | 503,948 | $23.0M |
| Elevation Wealth Partners, LLC | 11.46% | Add +13.5% | 503,212 | $22.9M |
| Global Strategic Investment Solutions, LLC | 2.63% | Add +66.0% | 493,156 | $22.5M |
| HighTower Advisors, LLC | 0.04% | Add +29.9% | 482,179 | $22.0M |
| One Wealth Advisors, LLC | 3.80% | Add +67.8% | 479,155 | $21.8M |
| Wealth Alliance, LLC | 2.75% | Add +42.0% | 460,211 | $21.0M |
| Girard Partners LTD. | 1.96% | Reduce -0.6% | 456,629 | $20.8M |
| Bank of Hawaii | 1.00% | Reduce -15.9% | 449,109 | $20.5M |
"% 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.