Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q3 2024 (September 30)666holders +17
66new positions
42sold out
2famous investors
$47.11avg. 13F price*
At the end of Q3 2024, 666 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 17 from Q2 2024. 66 opened new positions and 42 sold out. The largest holders were Envestnet Asset Management Inc. ($7.5B), BlackRock, Inc. ($2.9B) and Jones Financial Companies LLLP ($2.5B). 2 famous investors held it, including 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 (Q3 2024)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 66 | $106.6M |
| Exits | 42 | $78.1M |
All 13F filers, Q2 2024 → Q3 2024: 91,482,536 shares bought and 5,518,455 shares sold, net +85,964,081 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 666 holders
| Envestnet Asset Management Inc. | 2.42% | Add +21.1% | 159,010,384 | $7.5B |
| BlackRock, Inc. | 0.06% | — | 61,574,258 | $2.9B |
| Jones Financial Companies LLLP | 2.61% | Add +3.8% | 53,939,303 | $2.5B |
| Wells Fargo & Company | 0.46% | Reduce -0.2% | 40,035,274 | $1.9B |
| LPL Financial LLC | 0.83% | Add +20.3% | 39,330,716 | $1.9B |
| Envestnet Portfolio Solutions, Inc. | 3.64% | Add +20.7% | 23,768,114 | $1.1B |
| Morgan Stanley | 0.07% | Add +13.2% | 21,616,018 | $1.0B |
| Cwm, LLC | 4.32% | Add +19.5% | 21,325,421 | $1.0B |
| JPMorgan Chase & Co. | 0.08% | Add +14.7% | 20,716,912 | $976.2M |
| Northwestern Mutual Wealth Management Co. | 0.86% | Add +4.4% | 20,487,324 | $965.4M |
| Park Avenue Securities LLC | 6.62% | Add +17.8% | 12,498,157 | $588.9M |
| Cetera Investment Advisers | 1.11% | Add +20.2% | 10,772,307 | $507.6M |
| Ameriprise Financial Inc. | 0.12% | Add +5.5% | 10,211,396 | $481.0M |
| Janney Montgomery Scott LLC | 1.27% | Add +18.1% | 9,687,022 | $456.5M |
| Bank of New York Mellon Corp | 0.08% | Add +21.9% | 8,684,080 | $409.2M |
| OneDigital Investment Advisors LLC | 4.60% | Add +19.3% | 8,539,338 | $402.4M |
| MML Investors Services, LLC | 1.45% | Add +22.2% | 8,454,621 | $398.4M |
| Mariner, LLC | 0.69% | Add +12.2% | 8,251,727 | $388.8M |
| United Capital Financial Advisors, LLC | 2.27% | Add +11.2% | 5,847,580 | $275.5M |
| Kestra Investment Management, LLC | 9.35% | Add +62.3% | 4,620,587 | $217.7M |
| Wealthspire Advisors, LLC | 2.05% | Add +356.0% | 4,283,811 | $201.9M |
| GeoWealth Management, LLC | 6.61% | Add +10.8% | 3,972,256 | $187.2M |
| SigFig Wealth Management, LLC | 6.75% | Add +6.0% | 3,936,457 | $186.0M |
| Commonwealth Equity Services, LLC | 0.28% | Add +14.5% | 3,931,374 | $185.2M |
| Bank of America Corp. | 0.01% | Add +18.4% | 3,374,362 | $159.0M |
| JB Capital LLC | 9.03% | Add +23.9% | 3,337,668 | $157.3M |
| Stifel Financial Corp. | 0.16% | Add +21.7% | 3,163,799 | $149.1M |
| Foundations Investment Advisors, LLC | 3.04% | Add +45.0% | 3,074,594 | $144.9M |
| Sanctuary Advisors, LLC | 0.88% | Add +8.6% | 3,049,895 | $139.1M |
| UBS Group AG | 0.04% | Add +23.4% | 2,892,004 | $136.3M |
| Royal Bank of Canada | 0.03% | Add +8.3% | 2,722,542 | $128.3M |
| Osaic Holdings, Inc. | 0.28% | Add +19.4% | 2,622,771 | $123.6M |
| Allworth Financial LP | 0.74% | Reduce -1.9% | 2,573,059 | $121.2M |
| NewEdge Advisors, LLC | 0.78% | Add +19.5% | 2,543,773 | $119.9M |
| Mason & Associates, LLC | 35.66% | Add +4.0% | 2,473,511 | $116.6M |
| CreativeOne Wealth, LLC | 3.91% | Add +107.9% | 2,437,917 | $114.9M |
| Raymond James & Associates | 0.07% | Reduce -2.1% | 2,414,138 | $113.8M |
| Atria Wealth Solutions, Inc. | 1.18% | Add +15.6% | 2,301,192 | $108.4M |
| US Bancorp \de | 0.12% | Add +17.6% | 2,039,987 | $96.1M |
| McMorgan & Co. LLC | 12.99% | Reduce -1.6% | 1,790,370 | $84.4M |
| Sharkey, Howes & Javer | 11.41% | Add +14.9% | 1,700,164 | $80.1M |
| Thrivent Financial for Lutherans | 0.15% | Add +91.2% | 1,663,054 | $78.4M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +15.7% | 1,563,581 | $73.7M |
| Farther Finance Advisors, LLC | 2.70% | Add +39.2% | 1,525,730 | $71.9M |
| Truist Financial Corp. | 0.11% | Add +25.7% | 1,524,686 | $71.8M |
| Atria Investments, Inc | 0.86% | Add +17.2% | 1,468,759 | $69.2M |
| High Falls Advisors, Inc | 15.47% | Add +15.8% | 1,434,311 | $67.6M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -1.2% | 1,417,064 | $66.8M |
| FMR LLC | 0.00% | Reduce -9.9% | 1,396,144 | $65.8M |
| First Command Advisory Services, Inc. | 0.63% | Add +2947338.3% | 1,385,296 | $65.3M |
| Raymond James Financial Services Advisors, Inc. | 0.09% | Add +55.8% | 1,372,188 | $64.7M |
| Integrated Wealth Concepts LLC | 0.77% | Reduce -12.7% | 1,333,476 | $62.8M |
| Assetmark, Inc. | 0.18% | Add +1.0% | 1,316,533 | $62.0M |
| Icon Wealth Advisors, LLC | 5.04% | Add +22.5% | 1,285,923 | $60.6M |
| Intelligence Driven Advisers, LLC | 8.14% | Add +0.1% | 1,208,538 | $56.9M |
| Stone House Investment Management, LLC | 11.75% | Add +18.5% | 1,206,989 | $56.9M |
| SteelPeak Wealth, LLC | 2.45% | Add +16.0% | 1,175,230 | $55.4M |
| Compass Ion Advisors, LLC | 6.65% | Add +5.8% | 1,153,265 | $54.3M |
| Avantax Advisory Services, Inc. | 0.35% | Add +22.5% | 1,119,689 | $52.8M |
| Morningstar Investment Services LLC | 0.52% | Add +24.3% | 1,082,130 | $51.1M |
| Prudential Financial Inc. | 0.07% | Add +4.6% | 1,046,686 | $49.3M |
| Horst & Graben Wealth Management LLC | 8.68% | Add +13.9% | 1,025,707 | $48.3M |
| Affinity Capital Advisors, LLC | 9.07% | Add +7.2% | 994,078 | $46.8M |
| Invst, LLC | 5.64% | Add +1.3% | 988,793 | $46.6M |
| Austin Private Wealth, LLC | 4.48% | Add +39.2% | 966,484 | $45.5M |
| Perigon Wealth Management, LLC | 1.22% | Add +33.9% | 958,181 | $45.1M |
| Keybank National Association | 0.16% | Add +7.5% | 898,844 | $42.4M |
| Blue Trust, Inc. | 0.55% | Reduce -4.0% | 926,480 | $41.9M |
| Destination Wealth Management | 1.28% | Add +3.5% | 874,107 | $41.2M |
| Baird Financial Group, Inc. | 0.08% | Add +75.0% | 848,025 | $40.0M |
| Orion Porfolio Solutions, LLC | 0.39% | Add +0.6% | 825,905 | $38.9M |
| Orion Portfolio Solutions, LLC | 0.39% | Add +0.6% | 825,905 | $38.9M |
| ONE Advisory Partners, LLC | 16.46% | Add +23.1% | 796,134 | $37.5M |
| B. Riley Wealth Advisors, Inc. | 1.04% | Add +11.8% | 797,695 | $37.5M |
| Strategic Blueprint, LLC | 2.27% | Add +23.3% | 772,422 | $36.4M |
| Stokes Family Office, LLC | 3.96% | Add +49.4% | 767,989 | $36.2M |
| Avidian Wealth Enterprises, LLC | 1.63% | Add +6.0% | 760,414 | $35.8M |
| Regions Financial Corp. | 0.25% | Reduce -6.5% | 741,299 | $34.9M |
| Brookstone Capital Management | 0.51% | Add +17.2% | 738,028 | $34.8M |
| Kestra Advisory Services, LLC | 0.19% | Reduce -32.9% | 727,412 | $34.3M |
| GM Advisory Group, LLC | 2.04% | Reduce -4.0% | 721,384 | $34.0M |
| PAX Financial Group, LLC | 5.99% | Add +10.6% | 708,357 | $33.4M |
| Diversified Portfolios, Inc. | 3.45% | Reduce -23.4% | 702,030 | $33.1M |
| Concourse Financial Group Securities, Inc. | 1.94% | Add +17.9% | 691,622 | $32.6M |
| G2 Capital Management, LLC / Oh | 9.59% | Add +0.2% | 691,174 | $32.6M |
| Jacobson & Schmitt Advisors, LLC | 6.62% | Add +6.0% | 684,816 | $32.3M |
| Keystone Financial Services | 12.14% | Add +18.7% | 664,455 | $31.3M |
| Trek Financial, LLC | 2.27% | Add +15.4% | 643,399 | $30.3M |
| CFS Investment Advisory Services, LLC | 2.53% | Add +20.0% | 639,894 | $30.2M |
| AE Wealth Management LLC | 0.27% | Add +31.9% | 639,391 | $30.1M |
| Stash Investments, LLC | 17.73% | Add +6.1% | 637,352 | $30.0M |
| HighTower Advisors, LLC | 0.04% | Add +20.4% | 637,286 | $30.0M |
| One Wealth Advisors, LLC | 4.38% | New | 606,266 | $28.6M |
| Legacy Financial Group LLC | 5.42% | Add +14.9% | 597,797 | $28.2M |
| Bay Harbor Wealth Management, LLC | 9.11% | Add +14.1% | 591,729 | $27.9M |
| Wealth Alliance, LLC | 3.12% | Add +19.1% | 554,213 | $26.1M |
| Elevation Wealth Partners, LLC | 11.09% | Add +1.6% | 548,440 | $25.8M |
| TNF LLC | 9.22% | Reduce -0.7% | 556,013 | $25.6M |
| Composition Wealth, LLC | 0.57% | Add +2.5% | 525,982 | $24.8M |
| UNIVEST FINANCIAL Corp | 1.61% | New | 517,593 | $24.4M |
"% 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.