Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q3 2025 (September 30)754holders +11
67new positions
56sold out
6famous investors
$46.70avg. 13F price*
At the end of Q3 2025, 754 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 11 from Q2 2025. 67 opened new positions and 56 sold out. The largest holders were Envestnet Asset Management Inc. ($5.8B), Jones Financial Companies LLLP ($3.3B) and BlackRock, Inc. ($2.9B). 6 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies'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 (Q3 2025)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 67 | $162.2M |
| Exits | 56 | $69.2M |
All 13F filers, Q2 2025 → Q3 2025: 26,118,894 shares bought and 38,182,568 shares sold, net −12,063,674 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 754 holders
| Envestnet Asset Management Inc. | 1.66% | Reduce -8.8% | 123,224,571 | $5.8B |
| Jones Financial Companies LLLP | 2.27% | Add +6.9% | 71,364,109 | $3.3B |
| BlackRock, Inc. | 0.05% | Add +0.4% | 62,394,992 | $2.9B |
| Wells Fargo & Company | 0.45% | Add +7.7% | 46,615,088 | $2.2B |
| LPL Financial LLC | 0.61% | Reduce -5.7% | 44,541,325 | $2.1B |
| Northwestern Mutual Wealth Management Co. | 0.82% | Add +8.2% | 26,298,023 | $1.2B |
| Morgan Stanley | 0.06% | Reduce -2.8% | 22,768,506 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Add +4.8% | 19,693,393 | $919.9M |
| Cwm, LLC | 2.40% | Reduce -1.5% | 17,108,743 | $799.1M |
| Mariner, LLC | 0.85% | Add +11.5% | 14,004,882 | $654.2M |
| Envestnet Portfolio Solutions, Inc. | 2.08% | Reduce -13.8% | 12,103,838 | $565.4M |
| Ameriprise Financial Inc. | 0.12% | Add +1.2% | 11,066,646 | $516.7M |
| Cetera Investment Advisers | 0.49% | Add +4.3% | 9,083,587 | $424.3M |
| Bank of New York Mellon Corp | 0.07% | Reduce -1.2% | 8,953,599 | $418.2M |
| Park Avenue Securities LLC | 3.25% | Reduce -14.4% | 8,927,097 | $417.0M |
| Janney Montgomery Scott LLC | 0.81% | Reduce -12.0% | 7,287,331 | $340.4M |
| MML Investors Services, LLC | 0.87% | Reduce -14.8% | 6,969,354 | $325.5M |
| OneDigital Investment Advisors LLC | 3.20% | Reduce -0.8% | 6,667,205 | $311.4M |
| GeoWealth Management, LLC | 7.81% | Add +10.3% | 4,584,390 | $214.1M |
| SigFig Wealth Management, LLC | 6.39% | Add +7.4% | 4,424,772 | $206.7M |
| Wealthspire Advisors, LLC | 1.07% | Add +1.1% | 4,389,443 | $205.0M |
| Raymond James Financial Inc. | 0.06% | Add +4.1% | 4,273,448 | $199.6M |
| Kestra Investment Management, LLC | 5.29% | Add +12.5% | 4,222,690 | $197.2M |
| United Capital Financial Advisors, LLC | 1.31% | Reduce -10.3% | 3,912,545 | $182.8M |
| Royal Bank of Canada | 0.03% | Add +10.9% | 3,599,043 | $168.1M |
| Foundations Investment Advisors, LLC | 2.22% | Reduce -1.6% | 3,272,114 | $152.8M |
| Osaic Holdings, Inc. | 0.21% | Add +5.1% | 3,276,976 | $152.7M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -3.5% | 3,110,980 | $145.3M |
| UBS Group AG | 0.03% | Add +9.5% | 3,010,783 | $140.6M |
| NewEdge Advisors, LLC | 0.56% | Reduce -3.1% | 2,626,577 | $122.7M |
| Sanctuary Advisors, LLC | 0.68% | Reduce -11.5% | 2,551,705 | $119.2M |
| Allworth Financial LP | 0.53% | Reduce -2.5% | 2,542,343 | $118.8M |
| JB Capital LLC | 5.09% | Reduce -15.1% | 2,525,959 | $118.0M |
| Stifel Financial Corp. | 0.11% | Reduce -10.2% | 2,525,541 | $118.0M |
| Mason & Associates, LLC | 28.28% | Add +0.0% | 2,435,817 | $112.6M |
| Bank of America Corp. | 0.01% | Reduce -5.2% | 2,271,407 | $106.1M |
| First Command Advisory Services, Inc. | 0.75% | Add +5.4% | 2,210,825 | $103.3M |
| Thrivent Financial for Lutherans | 0.18% | Add +3347.5% | 1,862,672 | $87.0M |
| Savvy Advisors, Inc. | 3.81% | Add +57.1% | 1,774,562 | $82.9M |
| Assetmark, Inc. | 0.18% | Add +3.4% | 1,758,791 | $82.2M |
| Integrated Wealth Concepts LLC | 0.67% | Add +3.4% | 1,612,498 | $75.3M |
| McMorgan & Co. LLC | 11.49% | Reduce -4.3% | 1,597,324 | $74.6M |
| Compass Ion Advisors, LLC | 7.12% | Add +5.4% | 1,581,086 | $73.9M |
| Truist Financial Corp. | 0.10% | Reduce -4.3% | 1,543,452 | $72.1M |
| Farther Finance Advisors, LLC | 1.09% | Reduce -38.2% | 1,537,501 | $71.8M |
| US Bancorp \de | 0.08% | Reduce -8.8% | 1,473,629 | $68.8M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Reduce -6.0% | 1,456,587 | $68.0M |
| PNC Financial Services Group, Inc. | 0.04% | Add +0.5% | 1,434,212 | $67.0M |
| FMR LLC | 0.00% | Reduce -5.6% | 1,394,367 | $65.1M |
| Focus Partners Wealth | 0.10% | Add +2.1% | 1,361,615 | $63.6M |
| Affinity Capital Advisors, LLC | 9.36% | Add +8.5% | 1,303,758 | $60.9M |
| Citadel Advisors | 0.05% | New | 1,281,984 | $59.9M |
| Baker Avenue Asset Management, LP | 1.43% | Add +2.0% | 1,278,402 | $59.7M |
| &partners | 0.37% | Add +12.2% | 1,242,317 | $58.0M |
| Kestra Advisory Services, LLC | 0.26% | Reduce -5.2% | 1,225,114 | $57.2M |
| Sofi Wealth, LLC | 2.86% | Reduce -13.7% | 1,138,863 | $53.2M |
| Intelligence Driven Advisers, LLC | 7.23% | Add +7.0% | 1,116,279 | $52.1M |
| Sharkey, Howes & Javer | 6.59% | Reduce -15.7% | 1,097,828 | $51.3M |
| SteelPeak Wealth, LLC | 1.68% | Reduce -10.6% | 1,073,085 | $50.1M |
| Atria Investments, Inc | 0.55% | Reduce -12.7% | 1,035,611 | $48.4M |
| Avidian Wealth Enterprises, LLC | 1.79% | Add +1.4% | 1,015,283 | $47.4M |
| Stone House Investment Management, LLC | 7.85% | Reduce -10.6% | 997,268 | $46.6M |
| Global Strategic Investment Solutions, LLC | 4.62% | Add +14.7% | 991,190 | $46.3M |
| High Falls Advisors, Inc | 9.38% | Reduce -12.7% | 975,631 | $45.6M |
| CreativeOne Wealth, LLC | 1.11% | Add +1.7% | 971,984 | $45.4M |
| Icon Wealth Advisors, LLC | 3.04% | Reduce -16.5% | 959,066 | $44.8M |
| Destination Wealth Management | 1.23% | Add +2.6% | 954,445 | $44.6M |
| Integrity Alliance, Llc. | 2.02% | Add +14.7% | 917,130 | $42.8M |
| Keybank National Association | 0.15% | Reduce -0.6% | 915,200 | $42.7M |
| Regions Financial Corp. | 0.28% | Add +1.4% | 908,616 | $42.4M |
| Baird Financial Group, Inc. | 0.07% | Reduce -1.0% | 904,172 | $42.2M |
| NorthRock Partners, LLC | 0.75% | New | 888,108 | $41.5M |
| Stash Investments, LLC | 17.48% | Add +8.6% | 870,082 | $40.6M |
| UNIVEST FINANCIAL Corp | 2.18% | Add +13.6% | 832,918 | $38.9M |
| Orion Porfolio Solutions, LLC | 0.29% | Reduce -2.6% | 802,688 | $37.5M |
| Jacobson & Schmitt Advisors, LLC | 6.12% | Add +2.3% | 763,844 | $35.7M |
| Composition Wealth, LLC | 0.53% | Add +0.5% | 753,685 | $35.2M |
| Apella Capital, LLC | 0.69% | Add +28.1% | 662,537 | $31.2M |
| Strategic Blueprint, LLC | 1.36% | Reduce -4.3% | 666,154 | $31.1M |
| GM Advisory Group, LLC | 1.32% | Reduce -3.1% | 665,565 | $31.1M |
| Landmark Wealth Management, Inc. | 11.89% | Add +9.1% | 651,897 | $30.5M |
| ONE Advisory Partners, LLC | 9.30% | Reduce -4.4% | 647,595 | $30.3M |
| Trek Financial, LLC | 1.75% | Add +1.5% | 627,759 | $29.3M |
| Elevation Wealth Partners, LLC | 10.36% | Add +2.4% | 615,627 | $28.8M |
| Perigon Wealth Management, LLC | 0.56% | Reduce -0.2% | 582,778 | $27.2M |
| Summit Financial, LLC | 0.42% | Add +13.1% | 581,987 | $27.2M |
| Corient Private Wealth LP | 0.04% | Add +6.6% | 566,341 | $26.5M |
| Stokes Family Office, LLC | 2.50% | Reduce -15.3% | 564,323 | $26.4M |
| Keystone Financial Services | 8.15% | Add +0.3% | 562,880 | $26.3M |
| Blue Trust, Inc. | 0.29% | Reduce -27.9% | 551,435 | $25.8M |
| Horst & Graben Wealth Management LLC | 3.90% | Reduce -19.0% | 546,080 | $25.5M |
| Legacy Financial Group LLC | 3.32% | Reduce -5.5% | 543,077 | $25.4M |
| Mgo One Seven LLC | 0.58% | Add +248.2% | 541,109 | $25.3M |
| Principal Securities, Inc. | 0.40% | Add +12.2% | 524,695 | $24.5M |
| Compound Planning, Inc. | 0.79% | Reduce -1.1% | 520,584 | $24.3M |
| Brookstone Capital Management | 0.28% | Reduce -7.5% | 500,993 | $23.4M |
| Invst, LLC | 2.62% | Reduce -17.2% | 493,681 | $23.1M |
| PAX Financial Group, LLC | 4.14% | Reduce -4.9% | 491,744 | $23.0M |
| KWB Wealth | 2.50% | Add +8.6% | 489,688 | $22.6M |
| AE Wealth Management LLC | 0.14% | Add +6.7% | 482,387 | $22.5M |
"% 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.