Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q4 2025 (December 31)844holders +90
78new positions
46sold out
4famous investors
$46.36avg. 13F price*
At the end of Q4 2025, 844 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, up 90 from Q3 2025. 78 opened new positions and 46 sold out. The largest holders were Envestnet Asset Management Inc. ($5.5B), Jones Financial Companies LLLP ($3.6B) and BlackRock, Inc. ($3.3B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Ishr CR Unvrse Usd BD ETF-Ui
- Filed as
- ISHARES TR (Q4 2025)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 78 | $213.2M |
| Exits | 46 | $111.1M |
All 13F filers, Q3 2025 → Q4 2025: 43,145,103 shares bought and 11,963,549 shares sold, net +31,181,554 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 844 holders
| Envestnet Asset Management Inc. | 1.64% | Reduce -3.4% | 119,092,213 | $5.5B |
| Jones Financial Companies LLLP | 2.17% | Add +7.3% | 76,564,104 | $3.6B |
| BlackRock, Inc. | 0.06% | Add +15.2% | 71,877,364 | $3.3B |
| Wells Fargo & Company | 0.44% | Add +2.9% | 47,946,578 | $2.2B |
| LPL Financial LLC | 0.58% | Add +2.2% | 45,507,455 | $2.1B |
| Northwestern Mutual Wealth Management Co. | 0.84% | Add +8.8% | 28,622,754 | $1.3B |
| Morgan Stanley | 0.07% | Add +8.5% | 24,700,344 | $1.1B |
| JPMorgan Chase & Co. | 0.06% | Reduce -9.4% | 17,846,746 | $830.6M |
| Cwm, LLC | 2.17% | Add +0.5% | 17,194,171 | $800.2M |
| Mariner, LLC | 0.89% | Add +15.1% | 16,120,286 | $750.2M |
| Envestnet Portfolio Solutions, Inc. | 2.04% | Add +3.0% | 12,467,587 | $580.2M |
| Ameriprise Financial Inc. | 0.12% | Add +0.4% | 11,112,631 | $517.1M |
| Bank of New York Mellon Corp | 0.08% | Add +7.7% | 9,640,284 | $448.7M |
| Cetera Investment Advisers | 0.48% | Add +4.8% | 9,522,893 | $443.2M |
| Park Avenue Securities LLC | 3.39% | Reduce -3.6% | 8,603,823 | $400.4M |
| MML Investors Services, LLC | 0.84% | Add +6.7% | 7,437,955 | $346.2M |
| Janney Montgomery Scott LLC | 0.76% | Reduce -2.6% | 7,094,873 | $330.2M |
| OneDigital Investment Advisors LLC | 3.13% | Add +2.9% | 6,860,453 | $319.3M |
| SigFig Wealth Management, LLC | 6.42% | Add +4.7% | 4,631,033 | $215.5M |
| Wealthspire Advisors, LLC | 1.71% | Add +5.2% | 4,617,814 | $214.9M |
| Kestra Investment Management, LLC | 5.24% | Add +9.0% | 4,604,175 | $214.3M |
| GeoWealth Management, LLC | 7.86% | Reduce -0.0% | 4,582,505 | $213.3M |
| Raymond James Financial Inc. | 0.07% | Add +5.9% | 4,526,288 | $210.7M |
| United Capital Financial Advisors, LLC | 1.12% | Add +2.1% | 3,993,982 | $185.9M |
| Royal Bank of Canada | 0.03% | Add +10.4% | 3,973,316 | $184.9M |
| Foundations Investment Advisors, LLC | 2.05% | Add +2.8% | 3,362,415 | $156.5M |
| Commonwealth Equity Services, LLC | 0.19% | Add +0.3% | 3,121,715 | $145.3M |
| UBS Group AG | 0.03% | Add +0.2% | 3,017,320 | $140.4M |
| Osaic Holdings, Inc. | 0.20% | Reduce -9.3% | 2,973,204 | $138.4M |
| Savvy Advisors, Inc. | 4.27% | Add +60.0% | 2,839,695 | $132.2M |
| NewEdge Advisors, LLC | 0.48% | Add +7.9% | 2,834,464 | $131.9M |
| Mason & Associates, LLC | 29.96% | Add +16.2% | 2,831,120 | $131.8M |
| Stifel Financial Corp. | 0.11% | Add +7.9% | 2,725,862 | $126.9M |
| First Command Advisory Services, Inc. | 0.87% | Add +21.9% | 2,694,661 | $125.4M |
| Sanctuary Advisors, LLC | 0.65% | Reduce -0.4% | 2,542,432 | $118.3M |
| Allworth Financial LP | 0.48% | Reduce -1.8% | 2,496,225 | $116.2M |
| Bank of America Corp. | 0.01% | Add +7.1% | 2,433,193 | $113.2M |
| JB Capital LLC | 4.52% | Reduce -5.7% | 2,381,505 | $110.8M |
| Symmetry Partners, LLC | 6.16% | New | 2,234,872 | $104.0M |
| Thrivent Financial for Lutherans | 0.16% | Reduce -0.2% | 1,858,116 | $86.7M |
| Assetmark, Inc. | 0.17% | Add +2.2% | 1,797,858 | $83.7M |
| Farther Finance Advisors, LLC | 0.85% | Add +10.8% | 1,703,390 | $79.3M |
| Compass Ion Advisors, LLC | 7.49% | Add +6.8% | 1,688,690 | $78.6M |
| Truist Financial Corp. | 0.10% | Add +7.6% | 1,660,550 | $77.3M |
| McMorgan & Co. LLC | 12.46% | Add +1.1% | 1,615,139 | $75.2M |
| Focus Partners Wealth | 0.09% | Add +18.1% | 1,607,867 | $74.8M |
| US Bancorp \de | 0.08% | Add +2.0% | 1,502,900 | $69.9M |
| Cambridge Investment Research Advisors, Inc. | 0.18% | Add +2.9% | 1,498,396 | $69.7M |
| PNC Financial Services Group, Inc. | 0.04% | Add +0.5% | 1,440,924 | $67.1M |
| Baker Avenue Asset Management, LP | 1.54% | Add +12.0% | 1,431,399 | $66.6M |
| Affinity Capital Advisors, LLC | 8.93% | Add +6.4% | 1,387,146 | $64.6M |
| FMR LLC | 0.00% | Reduce -5.4% | 1,319,389 | $61.4M |
| Kestra Advisory Services, LLC | 0.25% | Add +7.6% | 1,318,414 | $61.4M |
| &partners | 0.32% | Add +4.7% | 1,300,226 | $60.6M |
| Global Strategic Investment Solutions, LLC | 5.58% | Add +23.7% | 1,226,424 | $57.1M |
| Sofi Wealth, LLC | 2.80% | Add +6.0% | 1,207,399 | $56.2M |
| NorthRock Partners, LLC | 0.91% | Add +30.9% | 1,162,266 | $54.1M |
| Integrated Wealth Concepts LLC | 0.62% | Reduce -30.0% | 1,129,054 | $52.5M |
| SteelPeak Wealth, LLC | 1.67% | Add +1.9% | 1,093,577 | $50.9M |
| Intelligence Driven Advisers, LLC | 6.94% | Reduce -6.6% | 1,042,459 | $48.5M |
| Atria Investments, Inc | 0.55% | Add +0.6% | 1,041,792 | $48.5M |
| Avidian Wealth Enterprises, LLC | 1.74% | Add +1.4% | 1,028,988 | $47.9M |
| Sharkey, Howes & Javer | 6.00% | Reduce -7.7% | 1,013,565 | $47.2M |
| Destination Wealth Management | 1.22% | Add +5.2% | 1,004,200 | $46.7M |
| UNIVEST FINANCIAL Corp | 2.46% | Add +19.7% | 996,771 | $46.4M |
| CreativeOne Wealth, LLC | 1.10% | Add +0.2% | 974,173 | $45.3M |
| Regions Financial Corp. | 0.29% | Add +7.2% | 973,755 | $45.3M |
| Keybank National Association | 0.16% | Add +4.1% | 952,366 | $44.3M |
| High Falls Advisors, Inc | 8.95% | Reduce -2.7% | 949,545 | $44.2M |
| Stash Investments, LLC | 17.63% | Add +8.6% | 945,087 | $44.0M |
| Stone House Investment Management, LLC | 6.81% | Reduce -5.4% | 943,025 | $43.9M |
| Johnson Bixby & Associates, LLC | 5.36% | New | 928,441 | $43.2M |
| Icon Wealth Advisors, LLC | 2.86% | Reduce -3.9% | 921,668 | $42.9M |
| Baird Financial Group, Inc. | 0.07% | Add +1.1% | 914,245 | $42.5M |
| Orion Porfolio Solutions, LLC | 0.30% | Add +9.1% | 876,079 | $40.8M |
| Mgo One Seven LLC | 0.79% | Add +53.8% | 832,390 | $38.7M |
| Apella Capital, LLC | 0.76% | Add +24.8% | 826,561 | $38.5M |
| JT Stratford LLC | 4.93% | Add +128.5% | 821,240 | $38.2M |
| MLG Wealth Management DBA Pine Grove Financial Group | 4.53% | — | 807,250 | $37.6M |
| Integrity Alliance, Llc. | 1.37% | Reduce -12.3% | 803,996 | $37.4M |
| Composition Wealth, LLC | 0.52% | Add +3.6% | 780,869 | $36.3M |
| Jacobson & Schmitt Advisors, LLC | 6.11% | Add +2.0% | 779,202 | $36.3M |
| Strategic Blueprint, LLC | 1.92% | Add +4.7% | 697,416 | $32.5M |
| ONE Advisory Partners, LLC | 9.51% | Add +4.6% | 677,341 | $31.5M |
| Elevation Wealth Partners, LLC | 11.06% | Add +9.0% | 671,055 | $31.2M |
| Landmark Wealth Management, Inc. | 11.73% | Add +2.4% | 667,447 | $31.1M |
| Trek Financial, LLC | 1.73% | Add +2.0% | 640,051 | $29.8M |
| Perigon Wealth Management, LLC | 0.53% | Add +8.7% | 633,426 | $29.5M |
| Global Retirement Partners, LLC | 0.52% | Add +75.5% | 633,336 | $29.5M |
| Stokes Family Office, LLC | 2.66% | Add +10.7% | 624,691 | $29.1M |
| Summit Financial, LLC | 0.41% | Add +2.9% | 598,936 | $27.9M |
| AE Wealth Management LLC | 0.16% | Add +22.0% | 588,596 | $27.4M |
| World Investment Advisors | 0.45% | Add +147.9% | 584,856 | $27.2M |
| Corient Private Wealth LP | 0.04% | Add +2.6% | 581,365 | $27.1M |
| GM Advisory Group, LLC | 1.06% | Reduce -12.8% | 580,630 | $27.0M |
| Compound Planning, Inc. | 0.79% | Add +10.3% | 573,997 | $26.7M |
| Horst & Graben Wealth Management LLC | 3.93% | Add +2.5% | 560,025 | $26.1M |
| Principal Securities, Inc. | 0.39% | Add +3.5% | 543,326 | $25.3M |
| PAX Financial Group, LLC | 4.27% | Add +8.3% | 532,381 | $24.8M |
| Legacy Financial Group LLC | 3.06% | Reduce -1.8% | 533,293 | $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.