Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q4 2024 (December 31)725holders +59
64new positions
60sold out
2famous investors
$45.20avg. 13F price*
At the end of Q4 2024, 725 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 59 from Q3 2024. 64 opened new positions and 60 sold out. The largest holders were Envestnet Asset Management Inc. ($6.4B), BlackRock, Inc. ($3.1B) and Jones Financial Companies LLLP ($2.7B). 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 (Q4 2024)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 64 | $151.1M |
| Exits | 60 | $113.3M |
All 13F filers, Q3 2024 → Q4 2024: 41,107,176 shares bought and 45,143,138 shares sold, net −4,035,962 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 725 holders
| Envestnet Asset Management Inc. | 2.05% | Reduce -11.3% | 141,114,590 | $6.4B |
| BlackRock, Inc. | 0.06% | Add +11.0% | 68,321,475 | $3.1B |
| Jones Financial Companies LLLP | 2.60% | Add +12.2% | 60,525,582 | $2.7B |
| LPL Financial LLC | 0.82% | Add +13.5% | 44,646,696 | $2.0B |
| Wells Fargo & Company | 0.46% | Add +6.2% | 42,531,915 | $1.9B |
| Morgan Stanley | 0.07% | Add +8.0% | 23,338,008 | $1.1B |
| Northwestern Mutual Wealth Management Co. | 0.83% | Add +6.7% | 21,859,149 | $988.0M |
| Envestnet Portfolio Solutions, Inc. | 3.17% | Reduce -9.8% | 21,442,516 | $969.2M |
| Cwm, LLC | 3.54% | Reduce -11.5% | 18,881,700 | $853.5M |
| JPMorgan Chase & Co. | 0.06% | Reduce -12.5% | 18,128,934 | $819.4M |
| Park Avenue Securities LLC | 5.07% | Reduce -12.8% | 10,898,086 | $492.6M |
| Cetera Investment Advisers | 0.99% | Reduce -3.1% | 10,437,128 | $471.8M |
| Ameriprise Financial Inc. | 0.12% | Add +1.9% | 10,409,106 | $470.4M |
| Mariner, LLC | 0.74% | Add +17.8% | 9,718,320 | $439.3M |
| Janney Montgomery Scott LLC | 1.07% | Reduce -12.1% | 8,513,173 | $384.8M |
| Bank of New York Mellon Corp | 0.07% | Reduce -2.1% | 8,500,093 | $384.2M |
| MML Investors Services, LLC | 1.23% | Reduce -6.6% | 7,898,266 | $357.0M |
| OneDigital Investment Advisors LLC | 4.04% | Reduce -9.7% | 7,715,329 | $348.7M |
| United Capital Financial Advisors, LLC | 1.98% | Reduce -11.4% | 5,178,060 | $234.0M |
| Wealthspire Advisors, LLC | 2.03% | Add +5.3% | 4,510,774 | $203.9M |
| GeoWealth Management, LLC | 6.63% | Add +12.9% | 4,485,596 | $202.7M |
| Kestra Investment Management, LLC | 7.38% | Reduce -10.1% | 4,153,526 | $187.7M |
| Raymond James Financial Inc. | 0.07% | — | 4,070,347 | $184.0M |
| SigFig Wealth Management, LLC | 6.55% | Add +1.7% | 4,001,702 | $181.0M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -9.9% | 3,542,446 | $160.1M |
| Bank of America Corp. | 0.01% | Reduce -3.9% | 3,241,601 | $146.5M |
| Royal Bank of Canada | 0.03% | Add +14.3% | 3,112,441 | $140.7M |
| Sanctuary Advisors, LLC | 0.87% | Reduce -1.3% | 3,010,092 | $137.0M |
| UBS Group AG | 0.03% | Add +3.6% | 2,996,180 | $135.4M |
| Stifel Financial Corp. | 0.14% | Reduce -7.3% | 2,934,440 | $132.6M |
| JB Capital LLC | 7.34% | Reduce -13.0% | 2,902,875 | $131.2M |
| NewEdge Advisors, LLC | 0.77% | Add +11.8% | 2,843,715 | $128.5M |
| Foundations Investment Advisors, LLC | 2.48% | Reduce -7.6% | 2,841,707 | $128.4M |
| Allworth Financial LP | 0.67% | Add +4.6% | 2,690,403 | $121.8M |
| Mason & Associates, LLC | 34.71% | Add +3.9% | 2,570,995 | $116.2M |
| Osaic Holdings, Inc. | 0.26% | Reduce -3.3% | 2,537,055 | $113.9M |
| CreativeOne Wealth, LLC | 3.00% | Reduce -11.0% | 2,169,590 | $98.1M |
| Atria Wealth Solutions, Inc. | 1.06% | Reduce -7.2% | 2,136,638 | $96.6M |
| McMorgan & Co. LLC | 12.78% | Add +2.1% | 1,827,676 | $82.6M |
| FMR LLC | 0.00% | Add +27.4% | 1,778,237 | $80.4M |
| US Bancorp \de | 0.10% | Reduce -13.4% | 1,766,047 | $79.8M |
| Farther Finance Advisors, LLC | 2.75% | Add +10.2% | 1,680,738 | $76.0M |
| Essential Planning, LLC. | 0.49% | Add +6386.5% | 1,621,888 | $74.5M |
| Thrivent Financial for Lutherans | 0.14% | Reduce -4.6% | 1,586,302 | $72.7M |
| Truist Financial Corp. | 0.11% | Add +5.1% | 1,602,296 | $72.4M |
| Integrated Wealth Concepts LLC | 0.83% | Add +18.1% | 1,574,354 | $71.2M |
| First Command Advisory Services, Inc. | 0.67% | Add +12.8% | 1,562,118 | $70.6M |
| Sharkey, Howes & Javer | 9.89% | Reduce -8.3% | 1,558,165 | $70.4M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Reduce -5.7% | 1,474,729 | $66.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.6% | 1,439,055 | $65.0M |
| Assetmark, Inc. | 0.17% | Add +6.5% | 1,402,030 | $63.4M |
| High Falls Advisors, Inc | 13.15% | Reduce -12.5% | 1,254,666 | $56.7M |
| SteelPeak Wealth, LLC | 2.29% | Add +3.9% | 1,221,331 | $55.2M |
| Compass Ion Advisors, LLC | 6.52% | Add +5.4% | 1,215,315 | $54.9M |
| Atria Investments, Inc | 0.68% | Reduce -18.1% | 1,202,455 | $54.4M |
| Icon Wealth Advisors, LLC | 4.09% | Reduce -14.5% | 1,098,952 | $49.7M |
| Affinity Capital Advisors, LLC | 9.03% | Add +7.4% | 1,067,397 | $48.0M |
| Avantax Advisory Services, Inc. | 0.29% | Reduce -9.0% | 1,019,408 | $46.1M |
| Focus Partners Wealth | 0.12% | New | 1,003,623 | $45.4M |
| Intelligence Driven Advisers, LLC | 8.41% | Reduce -18.2% | 988,985 | $44.7M |
| Keybank National Association | 0.17% | Add +5.9% | 951,816 | $43.0M |
| Invst, LLC | 4.97% | Reduce -8.4% | 905,381 | $40.9M |
| Baird Financial Group, Inc. | 0.08% | Add +6.4% | 902,580 | $40.8M |
| Horst & Graben Wealth Management LLC | 7.22% | Reduce -12.5% | 897,293 | $40.6M |
| Destination Wealth Management | 1.26% | Add +1.9% | 891,091 | $40.3M |
| Perigon Wealth Management, LLC | 0.99% | Reduce -7.1% | 890,116 | $40.2M |
| Blue Trust, Inc. | 0.51% | Reduce -4.3% | 886,414 | $40.1M |
| Regions Financial Corp. | 0.29% | Add +18.6% | 878,965 | $39.7M |
| Stone House Investment Management, LLC | 10.08% | Reduce -27.3% | 878,026 | $39.7M |
| Austin Private Wealth, LLC | 3.31% | Reduce -19.3% | 779,593 | $35.2M |
| Avidian Wealth Enterprises, LLC | 1.58% | Add +2.2% | 777,266 | $35.1M |
| UNIVEST FINANCIAL Corp | 2.13% | Add +44.3% | 746,932 | $33.8M |
| Jacobson & Schmitt Advisors, LLC | 6.18% | Add +3.4% | 707,989 | $32.0M |
| GM Advisory Group, LLC | 1.77% | Reduce -1.9% | 707,334 | $32.0M |
| Stash Investments, LLC | 18.00% | Add +10.6% | 705,113 | $31.9M |
| ONE Advisory Partners, LLC | 14.10% | Reduce -11.7% | 702,824 | $31.8M |
| G2 Capital Management, LLC / Oh | 9.26% | Add +0.6% | 694,957 | $31.4M |
| Global Strategic Investment Solutions, LLC | 3.67% | Add +50.7% | 694,835 | $31.4M |
| Kestra Advisory Services, LLC | 0.17% | Reduce -5.9% | 684,695 | $30.9M |
| Strategic Blueprint, LLC | 1.83% | Reduce -11.9% | 680,112 | $30.7M |
| Keystone Financial Services | 11.60% | Add +0.9% | 670,145 | $30.3M |
| Stokes Family Office, LLC | 3.22% | Reduce -13.1% | 667,134 | $30.2M |
| PAX Financial Group, LLC | 5.31% | Reduce -7.4% | 655,976 | $29.7M |
| Savvy Advisors, Inc. | 3.48% | Add +35.9% | 640,148 | $28.9M |
| Concourse Financial Group Securities, Inc. | 1.63% | Reduce -8.0% | 636,275 | $28.8M |
| Modern Wealth Management, LLC | 1.06% | Add +776.9% | 625,866 | $28.3M |
| Integrity Alliance, Llc. | 3.01% | — | 614,736 | $27.8M |
| Trek Financial, LLC | 2.07% | Reduce -4.9% | 612,117 | $27.7M |
| &partners | 0.33% | Add +62.5% | 611,999 | $27.6M |
| Natixis Advisors, LLC | 0.05% | Add +1056.1% | 599,615 | $27.1M |
| Composition Wealth, LLC | 0.55% | Add +13.8% | 598,708 | $27.1M |
| Oarsman Capital, Inc. | 4.60% | Add +16.1% | 583,742 | $26.4M |
| Brookstone Capital Management | 0.38% | Reduce -21.1% | 581,972 | $26.3M |
| Orion Porfolio Solutions, LLC | 0.26% | Reduce -30.1% | 577,372 | $26.1M |
| Orion Portfolio Solutions, LLC | 0.26% | Reduce -30.1% | 577,372 | $26.1M |
| Elevation Wealth Partners, LLC | 10.85% | Add +3.6% | 568,311 | $25.7M |
| Diversified Portfolios, Inc. | 2.76% | Reduce -20.3% | 559,800 | $25.3M |
| AE Wealth Management LLC | 0.21% | Reduce -12.7% | 557,915 | $25.2M |
| Legacy Financial Group LLC | 4.05% | Reduce -7.5% | 553,139 | $25.0M |
| Bay Harbor Wealth Management, LLC | 8.04% | Reduce -7.4% | 548,133 | $24.8M |
"% 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.