Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q2 2025 (June 30)743holders +8
63new positions
56sold out
5famous investors
$45.99avg. 13F price*
At the end of Q2 2025, 743 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 8 from Q1 2025. 63 opened new positions and 56 sold out. The largest holders were Envestnet Asset Management Inc. ($6.2B), Jones Financial Companies LLLP ($3.1B) and BlackRock, Inc. ($2.9B). 5 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management's portfolio) and Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q2 2025)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 63 | $63.4M |
| Exits | 56 | $86.8M |
All 13F filers, Q1 2025 → Q2 2025: 22,807,692 shares bought and 33,982,471 shares sold, net −11,174,779 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 743 holders
| Envestnet Asset Management Inc. | 1.82% | Reduce -5.0% | 135,102,602 | $6.2B |
| Jones Financial Companies LLLP | 2.33% | Add +7.0% | 66,774,459 | $3.1B |
| BlackRock, Inc. | 0.06% | Reduce -3.7% | 62,125,502 | $2.9B |
| LPL Financial LLC | 0.73% | Reduce -1.7% | 47,236,444 | $2.2B |
| Wells Fargo & Company | 0.44% | Add +2.4% | 43,286,451 | $2.0B |
| Northwestern Mutual Wealth Management Co. | 0.82% | Add +5.8% | 24,317,154 | $1.1B |
| Morgan Stanley | 0.07% | Add +3.4% | 23,413,905 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Add +3.4% | 18,782,389 | $868.3M |
| Cwm, LLC | 2.83% | Reduce -3.9% | 17,375,112 | $803.3M |
| Envestnet Portfolio Solutions, Inc. | 2.39% | Reduce -13.2% | 14,044,456 | $649.3M |
| Mariner, LLC | 0.84% | Add +9.8% | 12,555,562 | $580.4M |
| Ameriprise Financial Inc. | 0.12% | Add +0.7% | 10,935,323 | $505.2M |
| Park Avenue Securities LLC | 4.43% | Reduce -4.3% | 10,426,975 | $482.0M |
| Bank of New York Mellon Corp | 0.08% | Add +0.7% | 9,064,233 | $419.0M |
| Cetera Investment Advisers | 0.68% | Reduce -8.1% | 8,706,738 | $402.5M |
| Janney Montgomery Scott LLC | 1.00% | Reduce -4.0% | 8,284,516 | $383.0M |
| MML Investors Services, LLC | 1.09% | Reduce -2.1% | 8,180,461 | $378.2M |
| OneDigital Investment Advisors LLC | 3.45% | Reduce -12.8% | 6,718,717 | $310.6M |
| United Capital Financial Advisors, LLC | 1.63% | Reduce -12.3% | 4,360,363 | $201.6M |
| Wealthspire Advisors, LLC | 1.13% | Reduce -3.3% | 4,340,479 | $200.7M |
| GeoWealth Management, LLC | 7.50% | Reduce -6.5% | 4,156,944 | $192.2M |
| SigFig Wealth Management, LLC | 6.28% | Add +0.7% | 4,120,866 | $189.9M |
| Raymond James Financial Inc. | 0.07% | Add +1.2% | 4,104,642 | $189.8M |
| Kestra Investment Management, LLC | 5.26% | Reduce -54.6% | 3,752,017 | $173.5M |
| Foundations Investment Advisors, LLC | 2.43% | Add +9.6% | 3,325,866 | $153.8M |
| Royal Bank of Canada | 0.03% | Add +2.0% | 3,245,808 | $150.1M |
| Commonwealth Equity Services, LLC | 0.20% | Reduce -8.9% | 3,223,798 | $149.0M |
| Osaic Holdings, Inc. | 0.26% | Add +21.1% | 3,116,676 | $144.1M |
| JB Capital LLC | 6.67% | Add +0.9% | 2,975,634 | $137.6M |
| Sanctuary Advisors, LLC | 0.82% | Reduce -2.5% | 2,882,865 | $133.3M |
| Stifel Financial Corp. | 0.13% | Reduce -7.9% | 2,812,870 | $130.0M |
| UBS Group AG | 0.03% | Add +0.3% | 2,750,687 | $127.2M |
| NewEdge Advisors, LLC | 0.65% | Reduce -2.4% | 2,712,133 | $125.4M |
| Allworth Financial LP | 0.58% | Add +1.0% | 2,608,761 | $120.6M |
| Farther Finance Advisors, LLC | 2.30% | Add +23.1% | 2,488,761 | $115.1M |
| Mason & Associates, LLC | 28.28% | Reduce -9.6% | 2,435,816 | $112.6M |
| Bank of America Corp. | 0.01% | Reduce -10.8% | 2,394,661 | $110.7M |
| First Command Advisory Services, Inc. | 0.83% | Add +16.0% | 2,097,892 | $97.0M |
| Spire Wealth Management | 3.12% | Add +1276.8% | 1,888,940 | $87.0M |
| Assetmark, Inc. | 0.19% | Add +17.1% | 1,700,347 | $78.6M |
| McMorgan & Co. LLC | 11.37% | Add +0.2% | 1,668,414 | $77.1M |
| US Bancorp \de | 0.09% | Reduce -6.8% | 1,616,741 | $74.7M |
| Truist Financial Corp. | 0.11% | Reduce -4.9% | 1,612,013 | $74.5M |
| Integrated Wealth Concepts LLC | 0.72% | Add +9.3% | 1,559,213 | $72.1M |
| Cambridge Investment Research Advisors, Inc. | 0.22% | Reduce -3.1% | 1,549,317 | $71.6M |
| Compass Ion Advisors, LLC | 7.51% | Add +5.8% | 1,500,468 | $69.4M |
| FMR LLC | 0.00% | Reduce -7.2% | 1,477,043 | $68.3M |
| PNC Financial Services Group, Inc. | 0.04% | Reduce -0.3% | 1,427,474 | $66.0M |
| Focus Partners Wealth | 0.13% | Add +30.4% | 1,333,624 | $61.7M |
| Sofi Wealth, LLC | 3.73% | Add +6.2% | 1,319,100 | $61.0M |
| Sharkey, Howes & Javer | 8.07% | Reduce -10.8% | 1,302,816 | $60.2M |
| Kestra Advisory Services, LLC | 0.29% | Reduce -3.2% | 1,292,860 | $59.8M |
| Baker Avenue Asset Management, LP | 1.65% | Add +2.5% | 1,252,992 | $57.9M |
| Affinity Capital Advisors, LLC | 9.56% | Add +5.2% | 1,202,066 | $55.6M |
| SteelPeak Wealth, LLC | 2.16% | Reduce -10.2% | 1,200,349 | $55.5M |
| Atria Investments, Inc | 0.65% | Reduce -13.3% | 1,186,494 | $54.9M |
| Icon Wealth Advisors, LLC | 3.78% | Reduce -1.9% | 1,148,897 | $53.1M |
| Savvy Advisors, Inc. | 3.48% | Add +20.5% | 1,129,771 | $52.2M |
| High Falls Advisors, Inc | 11.43% | Reduce -9.2% | 1,117,344 | $51.7M |
| Stone House Investment Management, LLC | 9.48% | Reduce -0.5% | 1,115,094 | $51.6M |
| &partners | 0.39% | Add +87.8% | 1,107,652 | $51.4M |
| Atria Wealth Solutions, Inc. | 1.14% | Reduce -47.6% | 1,095,353 | $50.6M |
| Intelligence Driven Advisers, LLC | 7.28% | Add +7.5% | 1,043,740 | $48.3M |
| Avantax Advisory Services, Inc. | 0.26% | Reduce -1.1% | 1,024,270 | $47.4M |
| Avidian Wealth Enterprises, LLC | 1.88% | Add +3.0% | 1,000,740 | $46.3M |
| CreativeOne Wealth, LLC | 1.16% | Reduce -9.1% | 955,781 | $44.2M |
| Destination Wealth Management | 1.26% | Add +0.6% | 930,533 | $43.0M |
| Keybank National Association | 0.16% | Reduce -2.8% | 921,006 | $42.6M |
| Baird Financial Group, Inc. | 0.07% | Add +0.8% | 912,958 | $42.2M |
| Oarsman Capital, Inc. | 6.54% | Add +35.1% | 902,048 | $41.7M |
| Regions Financial Corp. | 0.29% | Add +1.7% | 896,113 | $41.4M |
| Global Strategic Investment Solutions, LLC | 4.27% | Add +12.6% | 863,967 | $39.9M |
| Orion Porfolio Solutions, LLC | 0.33% | Add +39.1% | 824,495 | $38.1M |
| Stash Investments, LLC | 17.57% | Add +8.8% | 801,239 | $37.0M |
| Integrity Alliance, Llc. | 2.02% | Add +18.6% | 799,646 | $37.0M |
| Blue Trust, Inc. | 0.42% | Reduce -10.8% | 764,470 | $35.3M |
| Composition Wealth, LLC | 0.58% | Add +15.6% | 750,230 | $34.7M |
| Jacobson & Schmitt Advisors, LLC | 6.12% | Add +2.2% | 746,547 | $34.5M |
| UNIVEST FINANCIAL Corp | 2.03% | Add +7.3% | 733,112 | $33.9M |
| Strategic Blueprint, LLC | 1.58% | Reduce -5.2% | 696,052 | $32.2M |
| GM Advisory Group, LLC | 1.57% | Reduce -0.5% | 687,180 | $31.8M |
| Austin Private Wealth, LLC | 2.51% | Reduce -18.6% | 686,531 | $31.7M |
| Horst & Graben Wealth Management LLC | 5.16% | Reduce -22.8% | 674,297 | $31.2M |
| ONE Advisory Partners, LLC | 10.38% | Reduce -1.5% | 677,440 | $31.1M |
| Stokes Family Office, LLC | 3.23% | Reduce -6.1% | 665,945 | $30.8M |
| Simplicity Wealth,LLC | 1.22% | Add +72.8% | 632,077 | $29.2M |
| Trek Financial, LLC | 1.92% | Reduce -8.3% | 618,568 | $28.6M |
| Elevation Wealth Partners, LLC | 10.97% | Add +2.9% | 601,013 | $27.8M |
| Landmark Wealth Management, Inc. | 11.83% | Add +26.6% | 597,488 | $27.6M |
| Invst, LLC | 3.43% | Add +5.4% | 596,256 | $27.6M |
| Modern Wealth Management, LLC | 0.68% | Reduce -15.5% | 595,085 | $27.5M |
| Perigon Wealth Management, LLC | 0.63% | Reduce -11.5% | 583,888 | $27.0M |
| Legacy Financial Group LLC | 3.71% | Add +5.2% | 574,665 | $26.6M |
| Keystone Financial Services | 8.83% | Add +0.9% | 561,310 | $25.9M |
| Brookstone Capital Management | 0.33% | Reduce -8.0% | 541,681 | $25.0M |
| Corient Private Wealth LP | 0.03% | Add +6.9% | 531,374 | $24.6M |
| Compound Planning, Inc. | 0.92% | Add +10.5% | 526,160 | $24.3M |
| HighTower Advisors, LLC | 0.03% | Add +2.2% | 518,057 | $23.9M |
| PAX Financial Group, LLC | 4.57% | Reduce -14.7% | 517,087 | $23.9M |
| Summit Financial, LLC | 0.54% | Add +2.6% | 514,749 | $23.8M |
"% 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.