Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q2 2024 (June 30)649holders +16
58new positions
53sold out
3famous investors
$45.20avg. 13F price*
At the end of Q2 2024, 649 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 16 from Q1 2024. 58 opened new positions and 53 sold out. The largest holders were Envestnet Asset Management Inc. ($5.9B), BlackRock Inc. ($2.7B) and Jones Financial Companies LLLP ($2.4B). 3 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q2 2024)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 58 | $197.4M |
| Exits | 53 | $61.5M |
All 13F filers, Q1 2024 → Q2 2024: 26,168,150 shares bought and 17,773,026 shares sold, net +8,395,124 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 649 holders
| Envestnet Asset Management Inc. | 2.07% | Reduce -2.3% | 131,303,147 | $5.9B |
| BlackRock Inc. | 0.06% | Add +5.0% | 59,868,472 | $2.7B |
| Jones Financial Companies LLLP | 2.72% | Add +5.0% | 51,981,863 | $2.4B |
| Wells Fargo & Company | 0.47% | Add +0.2% | 40,129,865 | $1.8B |
| LPL Financial LLC | 0.74% | Add +2.2% | 32,698,037 | $1.5B |
| Envestnet Portfolio Solutions, Inc. | 3.11% | Add +0.3% | 19,689,119 | $890.3M |
| Northwestern Mutual Wealth Management Co. | 0.88% | Reduce -8.0% | 19,618,427 | $887.2M |
| Morgan Stanley | 0.07% | Reduce -1.0% | 19,091,724 | $863.3M |
| JPMorgan Chase & Co. | 0.07% | Add +8.0% | 18,065,694 | $816.9M |
| Cwm, LLC | 3.81% | Reduce -10.8% | 17,842,309 | $806.8M |
| Park Avenue Securities LLC | 5.86% | Reduce -2.4% | 10,607,723 | $479.7M |
| Ameriprise Financial Inc. | 0.12% | Add +4.7% | 9,675,872 | $437.6M |
| Cetera Investment Advisers | 0.93% | Add +3.6% | 8,963,758 | $405.3M |
| Janney Montgomery Scott LLC | 1.13% | Add +1.5% | 8,202,851 | $370.9M |
| Mariner, LLC | 0.64% | Add +13.2% | 7,352,713 | $332.5M |
| OneDigital Investment Advisors LLC | 4.04% | Add +33.5% | 7,155,723 | $323.6M |
| Bank of New York Mellon Corp | 0.06% | Add +8.6% | 7,126,421 | $322.3M |
| MML Investors Services, LLC | 1.26% | Reduce -0.9% | 6,919,221 | $312.9M |
| United Capital Financial Advisors, LLC | 2.05% | Reduce -2.7% | 5,258,238 | $237.8M |
| SigFig Wealth Management, LLC | 6.31% | Add +3.8% | 3,712,452 | $167.9M |
| GeoWealth Management, LLC | 7.05% | Add +4.4% | 3,585,490 | $162.1M |
| Commonwealth Equity Services, LLC | 0.25% | Add +5.0% | 3,432,951 | $155.2M |
| Private Ocean, LLC | 11.72% | Add +6.5% | 2,937,092 | $132.8M |
| Bank of America Corp. | 0.01% | Reduce -2.2% | 2,850,792 | $128.9M |
| Kestra Investment Management, LLC | 8.77% | — | 2,847,317 | $128.8M |
| Sanctuary Advisors, LLC | 0.91% | — | 2,808,728 | $124.8M |
| JB Capital LLC | 7.63% | Reduce -1.8% | 2,693,421 | $121.8M |
| Allworth Financial LP | 0.77% | Add +3.5% | 2,621,841 | $119.6M |
| Stifel Financial Corp. | 0.13% | Add +3.7% | 2,600,174 | $117.6M |
| Royal Bank of Canada | 0.03% | Add +8.0% | 2,514,056 | $113.7M |
| Raymond James & Associates | 0.07% | Add +4.0% | 2,467,123 | $111.6M |
| Mason & Associates, LLC | 35.30% | New | 2,377,813 | $107.5M |
| UBS Group AG | 0.03% | Add +18.6% | 2,344,577 | $106.0M |
| Osaic Holdings, Inc. | 0.23% | Add +9.9% | 2,196,433 | $99.3M |
| NewEdge Advisors, LLC | 0.70% | Add +33.4% | 2,129,449 | $96.3M |
| Foundations Investment Advisors, LLC | 2.33% | Reduce -4.7% | 2,120,877 | $95.9M |
| Atria Wealth Solutions, Inc. | 1.00% | Add +5.5% | 1,990,604 | $90.0M |
| McMorgan & Co. LLC | 13.06% | Reduce -3.4% | 1,820,214 | $82.3M |
| US Bancorp \de | 0.11% | Reduce -2.2% | 1,735,306 | $78.5M |
| FMR LLC | 0.00% | Add +47.6% | 1,549,198 | $70.1M |
| Integrated Wealth Concepts LLC | 0.94% | Add +297.7% | 1,527,143 | $69.1M |
| Sharkey, Howes & Javer | 10.82% | Add +0.3% | 1,480,106 | $66.9M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -71.3% | 1,434,803 | $64.9M |
| Cambridge Investment Research Advisors, Inc. | 0.23% | Add +15.3% | 1,351,344 | $61.1M |
| Assetmark, Inc. | 0.18% | Add +8.1% | 1,303,064 | $58.9M |
| Atria Investments, Inc | 0.73% | Reduce -11.4% | 1,253,137 | $56.7M |
| High Falls Advisors, Inc | 13.60% | Add +1.9% | 1,238,051 | $56.0M |
| Truist Financial Corp. | 0.08% | Add +10.8% | 1,212,528 | $54.8M |
| Intelligence Driven Advisers, LLC | 7.73% | Add +0.3% | 1,207,253 | $54.6M |
| CreativeOne Wealth, LLC | 2.69% | Reduce -51.0% | 1,172,857 | $53.0M |
| Compass Ion Advisors, LLC | 7.10% | Add +0.7% | 1,090,387 | $49.7M |
| Farther Finance Advisors, LLC | 2.38% | Add +22.0% | 1,096,231 | $49.1M |
| Kestra Advisory Services, LLC | 0.27% | Add +47.9% | 1,083,847 | $49.0M |
| Icon Wealth Advisors, LLC | 4.31% | Reduce -2.5% | 1,049,823 | $48.4M |
| Stone House Investment Management, LLC | 11.97% | Add +6.2% | 1,018,462 | $46.1M |
| SteelPeak Wealth, LLC | 2.17% | Add +2.2% | 1,012,837 | $45.8M |
| Prudential Financial Inc. | 0.07% | Reduce -12.9% | 1,000,513 | $45.2M |
| Blue Trust, Inc. | 0.60% | No change | 965,138 | $44.0M |
| Invst, LLC | 4.83% | Add +13.3% | 976,079 | $43.8M |
| Wealthspire Advisors, LLC | 0.54% | Add +6.0% | 939,485 | $42.5M |
| Affinity Capital Advisors, LLC | 8.81% | Add +16.0% | 927,318 | $41.9M |
| Diversified Portfolios, Inc. | 5.46% | Add +8.1% | 916,226 | $41.4M |
| Avantax Advisory Services, Inc. | 0.29% | Add +9.8% | 914,058 | $41.3M |
| Horst & Graben Wealth Management LLC | 7.78% | Add +9.7% | 900,642 | $40.7M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +41.5% | 880,938 | $39.8M |
| Morningstar Investment Services LLC | 0.43% | Add +17.4% | 870,823 | $39.5M |
| Thrivent Financial for Lutherans | 0.08% | Add +3.7% | 869,810 | $39.3M |
| Destination Wealth Management | 1.26% | Add +1.1% | 844,683 | $38.2M |
| Keybank National Association | 0.15% | Add +2.5% | 836,397 | $37.8M |
| Orion Porfolio Solutions, LLC | 0.39% | Add +2.0% | 821,302 | $37.1M |
| Orion Portfolio Solutions, LLC | 0.39% | Add +2.0% | 821,302 | $37.1M |
| Regions Financial Corp. | 0.27% | Add +8.0% | 793,060 | $35.9M |
| GM Advisory Group, LLC | 2.19% | Reduce -27.7% | 751,127 | $34.0M |
| Avidian Wealth Enterprises, LLC | 1.56% | Add +6.8% | 717,181 | $32.4M |
| Perigon Wealth Management, LLC | 0.94% | Add +1.8% | 715,610 | $32.4M |
| B. Riley Wealth Advisors, Inc. | 0.82% | Add +12.7% | 713,718 | $32.3M |
| Austin Private Wealth, LLC | 3.38% | Reduce -0.8% | 694,299 | $31.4M |
| G2 Capital Management, LLC / Oh | 9.71% | Add +0.2% | 689,976 | $31.2M |
| ONE Advisory Partners, LLC | 13.48% | Add +3.9% | 646,629 | $29.2M |
| Jacobson & Schmitt Advisors, LLC | 6.64% | Add +3.5% | 645,805 | $29.2M |
| PAX Financial Group, LLC | 5.66% | Add +5.6% | 640,609 | $29.0M |
| Brookstone Capital Management | 0.48% | Add +4.1% | 629,842 | $28.9M |
| Strategic Blueprint, LLC | 1.93% | Add +2.1% | 626,644 | $28.3M |
| Stash Investments, LLC | 17.91% | Add +9.5% | 600,733 | $27.2M |
| Arden Trust Co | 3.73% | Add +3.1% | 590,474 | $26.7M |
| Concourse Financial Group Securities, Inc. | 1.66% | Reduce -4.2% | 586,632 | $26.5M |
| ORG Partners LLC | 3.30% | New | 590,182 | $26.5M |
| TNF LLC | 9.38% | Add +2.3% | 559,835 | $25.5M |
| Keystone Financial Services | 10.49% | Add +0.7% | 559,652 | $25.3M |
| Trek Financial, LLC | 2.00% | Reduce -5.2% | 557,722 | $25.2M |
| Focus Partners Wealth | 0.08% | New | 544,420 | $24.6M |
| Elevation Wealth Partners, LLC | 11.56% | Add +7.3% | 539,985 | $24.4M |
| Global Strategic Investment Solutions, LLC | 2.93% | Add +8.9% | 537,082 | $24.3M |
| CFS Investment Advisory Services, LLC | 1.96% | Reduce -5.3% | 533,231 | $24.1M |
| HighTower Advisors, LLC | 0.04% | Add +9.7% | 529,158 | $23.9M |
| Legacy Financial Group LLC | 4.63% | Add +0.1% | 520,254 | $23.5M |
| Bay Harbor Wealth Management, LLC | 8.18% | Reduce -0.5% | 518,726 | $23.5M |
| Stokes Family Office, LLC | 2.73% | Reduce -7.3% | 514,054 | $23.2M |
| Composition Wealth, LLC | 0.57% | Add +24.9% | 512,990 | $23.2M |
| AE Wealth Management LLC | 0.22% | Reduce -3.8% | 484,638 | $21.9M |
"% 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.