Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q1 2025 (March 31)735holders +10
68new positions
53sold out
6famous investors
$46.04avg. 13F price*
At the end of Q1 2025, 735 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 10 from Q4 2024. 68 opened new positions and 53 sold out. The largest holders were Envestnet Asset Management Inc. ($6.6B), BlackRock, Inc. ($3.0B) and Jones Financial Companies LLLP ($2.9B). 6 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Joel Greenblatt (0.0% of Gotham Asset Management's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q1 2025)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 68 | $113.6M |
| Exits | 53 | $90.3M |
All 13F filers, Q4 2024 → Q1 2025: 27,064,502 shares bought and 24,690,638 shares sold, net +2,373,864 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 735 holders
| Envestnet Asset Management Inc. | 2.11% | Add +0.8% | 142,166,292 | $6.6B |
| BlackRock, Inc. | 0.06% | Reduce -5.6% | 64,507,261 | $3.0B |
| Jones Financial Companies LLLP | 2.57% | Add +3.1% | 62,382,141 | $2.9B |
| LPL Financial LLC | 0.86% | Add +7.6% | 48,049,515 | $2.2B |
| Wells Fargo & Company | 0.47% | Reduce -0.6% | 42,291,612 | $1.9B |
| Northwestern Mutual Wealth Management Co. | 0.87% | Add +5.2% | 22,986,670 | $1.1B |
| Morgan Stanley | 0.07% | Reduce -3.0% | 22,634,992 | $1.0B |
| JPMorgan Chase & Co. | 0.06% | Add +0.2% | 18,164,061 | $837.0M |
| Cwm, LLC | 3.32% | Reduce -4.3% | 18,072,843 | $832.8M |
| Envestnet Portfolio Solutions, Inc. | 2.85% | Reduce -24.6% | 16,172,047 | $745.2M |
| Mariner, LLC | 0.88% | Add +17.7% | 11,434,147 | $526.9M |
| Park Avenue Securities LLC | 6.17% | Reduce -0.1% | 10,891,893 | $501.9M |
| Ameriprise Financial Inc. | 0.14% | Add +4.3% | 10,859,467 | $500.3M |
| Cetera Investment Advisers | 0.85% | Reduce -9.2% | 9,477,823 | $436.7M |
| Bank of New York Mellon Corp | 0.08% | Add +5.9% | 9,000,356 | $414.7M |
| Janney Montgomery Scott LLC | 1.13% | Add +1.4% | 8,629,011 | $397.6M |
| MML Investors Services, LLC | 1.28% | Add +5.8% | 8,355,660 | $385.0M |
| Kestra Investment Management, LLC | 7.00% | Add +99.1% | 8,270,502 | $363.0M |
| OneDigital Investment Advisors LLC | 4.21% | Reduce -0.1% | 7,704,818 | $355.0M |
| United Capital Financial Advisors, LLC | 1.97% | Reduce -4.0% | 4,972,439 | $229.1M |
| Wealthspire Advisors, LLC | 1.24% | Reduce -0.5% | 4,488,866 | $206.8M |
| GeoWealth Management, LLC | 8.23% | Reduce -0.9% | 4,447,028 | $204.9M |
| SigFig Wealth Management, LLC | 6.80% | Add +2.3% | 4,092,523 | $188.2M |
| Raymond James Financial Inc. | 0.07% | Reduce -0.3% | 4,056,934 | $186.9M |
| Commonwealth Equity Services, LLC | 0.23% | Reduce -0.1% | 3,537,904 | $163.0M |
| Royal Bank of Canada | 0.03% | Add +2.2% | 3,180,556 | $146.6M |
| Stifel Financial Corp. | 0.15% | Add +4.0% | 3,053,425 | $140.7M |
| Foundations Investment Advisors, LLC | 2.58% | Add +6.8% | 3,034,964 | $139.9M |
| Sanctuary Advisors, LLC | 0.96% | Reduce -1.8% | 2,956,054 | $136.2M |
| JB Capital LLC | 7.49% | Add +1.6% | 2,947,966 | $135.8M |
| NewEdge Advisors, LLC | 0.76% | Reduce -2.3% | 2,777,336 | $128.0M |
| UBS Group AG | 0.03% | Reduce -8.5% | 2,742,208 | $126.4M |
| Mason & Associates, LLC | 35.75% | Add +4.8% | 2,693,402 | $124.1M |
| Bank of America Corp. | 0.01% | Reduce -17.1% | 2,686,171 | $123.8M |
| Osaic Holdings, Inc. | 0.26% | Add +1.5% | 2,574,041 | $118.6M |
| Allworth Financial LP | 0.67% | Reduce -4.0% | 2,583,318 | $118.1M |
| Atria Wealth Solutions, Inc. | 1.16% | Reduce -2.2% | 2,089,408 | $96.3M |
| Farther Finance Advisors, LLC | 2.38% | Add +20.3% | 2,021,255 | $93.1M |
| First Command Advisory Services, Inc. | 0.80% | Add +15.8% | 1,808,537 | $83.3M |
| US Bancorp \de | 0.11% | Reduce -1.8% | 1,734,743 | $79.9M |
| Truist Financial Corp. | 0.13% | Add +5.8% | 1,694,412 | $78.1M |
| McMorgan & Co. LLC | 12.28% | Reduce -8.9% | 1,665,126 | $76.7M |
| Cambridge Investment Research Advisors, Inc. | 0.25% | Add +8.4% | 1,598,638 | $73.7M |
| FMR LLC | 0.00% | Reduce -10.5% | 1,592,288 | $73.4M |
| Thrivent Financial for Lutherans | 0.16% | Reduce -1.5% | 1,562,125 | $71.6M |
| Sharkey, Howes & Javer | 9.63% | Reduce -6.3% | 1,460,410 | $67.3M |
| Assetmark, Inc. | 0.18% | Add +3.6% | 1,451,997 | $66.9M |
| PNC Financial Services Group, Inc. | 0.03% | Reduce -0.5% | 1,431,447 | $66.0M |
| Integrated Wealth Concepts LLC | 0.77% | Reduce -9.4% | 1,425,909 | $65.7M |
| Compass Ion Advisors, LLC | 7.70% | Add +16.7% | 1,417,985 | $65.3M |
| Atria Investments, Inc | 0.81% | Add +13.8% | 1,368,657 | $63.1M |
| SteelPeak Wealth, LLC | 2.62% | Add +9.4% | 1,336,425 | $61.6M |
| Kestra Advisory Services, LLC | 0.30% | Add +95.1% | 1,335,826 | $61.6M |
| Sofi Wealth, LLC | 4.30% | Add +4501.0% | 1,241,951 | $57.2M |
| High Falls Advisors, Inc | 13.31% | Reduce -1.9% | 1,230,325 | $56.7M |
| Baker Avenue Asset Management, LP | 1.77% | New | 1,222,802 | $56.3M |
| Icon Wealth Advisors, LLC | 4.44% | Add +6.5% | 1,170,788 | $53.9M |
| Stone House Investment Management, LLC | 10.46% | Add +27.6% | 1,120,146 | $51.6M |
| Affinity Capital Advisors, LLC | 10.22% | Add +7.0% | 1,142,537 | $51.6M |
| CreativeOne Wealth, LLC | 1.45% | Reduce -51.6% | 1,051,036 | $48.4M |
| Avantax Advisory Services, Inc. | 0.29% | Add +1.5% | 1,035,156 | $47.7M |
| Focus Partners Wealth | 0.12% | Add +1.9% | 1,022,295 | $47.1M |
| Avidian Wealth Enterprises, LLC | 1.99% | Add +25.1% | 972,031 | $44.8M |
| Intelligence Driven Advisers, LLC | 8.62% | Reduce -1.8% | 970,924 | $44.7M |
| Keybank National Association | 0.17% | Reduce -0.5% | 947,390 | $43.7M |
| Savvy Advisors, Inc. | 4.34% | Add +46.5% | 937,531 | $43.2M |
| Destination Wealth Management | 1.34% | Add +3.8% | 924,961 | $42.6M |
| Baird Financial Group, Inc. | 0.08% | Add +0.3% | 905,762 | $41.7M |
| Regions Financial Corp. | 0.30% | Add +0.3% | 881,313 | $40.6M |
| Horst & Graben Wealth Management LLC | 7.22% | Reduce -2.6% | 873,600 | $40.3M |
| Blue Trust, Inc. | 0.51% | Reduce -3.4% | 856,656 | $39.5M |
| Austin Private Wealth, LLC | 3.49% | Add +8.2% | 843,785 | $38.9M |
| Global Strategic Investment Solutions, LLC | 4.09% | Add +10.5% | 767,580 | $35.4M |
| Stash Investments, LLC | 18.18% | Add +4.5% | 736,660 | $33.9M |
| Strategic Blueprint, LLC | 1.85% | Add +8.0% | 734,298 | $33.8M |
| Jacobson & Schmitt Advisors, LLC | 6.88% | Add +3.1% | 730,165 | $33.6M |
| Stokes Family Office, LLC | 3.67% | Add +6.3% | 708,990 | $32.7M |
| Modern Wealth Management, LLC | 1.04% | Add +12.5% | 704,164 | $32.4M |
| GM Advisory Group, LLC | 1.72% | Reduce -2.4% | 690,371 | $31.8M |
| ONE Advisory Partners, LLC | 13.53% | Reduce -2.2% | 687,491 | $31.7M |
| UNIVEST FINANCIAL Corp | 2.06% | Reduce -8.5% | 683,397 | $31.5M |
| Trek Financial, LLC | 2.25% | Add +10.1% | 674,163 | $31.1M |
| Integrity Alliance, Llc. | 1.23% | Add +9.7% | 674,081 | $31.1M |
| G2 Capital Management, LLC / Oh | 9.40% | Reduce -3.1% | 673,228 | $31.0M |
| Oarsman Capital, Inc. | 5.53% | Add +14.4% | 667,815 | $30.8M |
| Perigon Wealth Management, LLC | 0.78% | Reduce -25.9% | 660,001 | $30.4M |
| Composition Wealth, LLC | 0.60% | Add +8.4% | 648,769 | $29.9M |
| B. Riley Wealth Advisors, Inc. | 0.89% | Add +92.6% | 635,864 | $29.3M |
| PAX Financial Group, LLC | 4.95% | Reduce -7.6% | 606,228 | $27.9M |
| Orion Porfolio Solutions, LLC | 0.27% | Add +2.7% | 592,919 | $27.3M |
| Orion Portfolio Solutions, LLC | 0.27% | Add +2.7% | 592,919 | $27.3M |
| Brookstone Capital Management | 0.39% | Add +1.1% | 588,526 | $27.1M |
| &partners | 0.29% | Reduce -3.6% | 589,751 | $27.1M |
| Elevation Wealth Partners, LLC | 11.64% | Add +2.8% | 584,302 | $26.9M |
| Invst, LLC | 3.56% | Reduce -37.5% | 565,864 | $26.1M |
| Keystone Financial Services | 9.77% | Reduce -16.9% | 556,534 | $25.6M |
| Bay Harbor Wealth Management, LLC | 8.06% | Add +1.0% | 553,439 | $25.5M |
| Legacy Financial Group LLC | 3.87% | Reduce -1.3% | 546,209 | $25.2M |
| Wealth Alliance, LLC | 2.84% | Add +0.8% | 508,587 | $23.4M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.7% | 507,092 | $23.4M |
"% 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.