Ishr CR Unvrse Usd BD ETF-UiIUSBETF
13F holders, Q1 2026 (March 31)844holders
70new positions
59sold out
4famous investors
$45.95avg. 13F price*
At the end of Q1 2026, 844 institutions reported holding Ishr CR Unvrse Usd BD ETF-Ui (IUSB) in their 13F filings, unchanged from Q4 2025. 70 opened new positions and 59 sold out. The largest holders were Envestnet Asset Management Inc. ($6.1B), Jones Financial Companies LLLP ($3.7B) and BlackRock, Inc. ($3.3B). 4 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio), Joel Greenblatt (0.0% of Gotham Asset Management'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 (Q1 2026)
- CUSIP
- 46434V613
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 70 | $235.7M |
| Exits | 59 | $69.0M |
All 13F filers, Q4 2025 → Q1 2026: 62,972,141 shares bought and 11,263,021 shares sold, net +51,709,120 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 844 holders
| Envestnet Asset Management Inc. | 1.65% | Add +11.8% | 133,081,202 | $6.1B |
| Jones Financial Companies LLLP | 1.75% | Add +4.0% | 79,586,891 | $3.7B |
| BlackRock, Inc. | 0.06% | Reduce -1.6% | 70,760,965 | $3.3B |
| Wells Fargo & Company | 0.46% | Add +3.4% | 49,562,677 | $2.3B |
| LPL Financial LLC | 0.58% | Add +3.9% | 47,282,506 | $2.2B |
| Northwestern Mutual Wealth Management Co. | 0.86% | Add +6.0% | 30,338,047 | $1.4B |
| Morgan Stanley | 0.07% | Add +5.2% | 25,978,502 | $1.2B |
| Mariner, LLC | 1.02% | Add +17.5% | 18,948,193 | $875.2M |
| JPMorgan Chase & Co. | 0.06% | Add +0.3% | 17,909,534 | $825.6M |
| Cwm, LLC | 2.14% | Add +2.5% | 17,616,671 | $813.7M |
| Envestnet Portfolio Solutions, Inc. | 3.21% | Add +0.6% | 12,537,350 | $579.1M |
| Ameriprise Financial Inc. | 0.12% | Add +3.9% | 11,541,941 | $533.1M |
| Bank of New York Mellon Corp | 0.09% | Add +13.8% | 10,974,170 | $506.9M |
| Cetera Investment Advisers | 0.49% | Add +5.5% | 10,043,013 | $463.9M |
| Park Avenue Securities LLC | 3.23% | Add +4.1% | 8,956,773 | $413.7M |
| Janney Montgomery Scott LLC | 0.88% | Add +8.7% | 7,713,487 | $356.3M |
| Kestra Investment Management, LLC | 6.09% | Add +66.1% | 7,645,647 | $353.2M |
| OneDigital Investment Advisors LLC | 3.43% | Add +10.6% | 7,590,426 | $350.6M |
| MML Investors Services, LLC | 0.93% | Reduce -2.3% | 7,265,228 | $335.6M |
| SigFig Wealth Management, LLC | 7.09% | Add +13.0% | 5,234,998 | $241.8M |
| Johnson Financial Group, Inc. | 8.45% | Add +7027.0% | 5,053,447 | $233.4M |
| Raymond James Financial Inc. | 0.07% | Add +9.1% | 4,938,217 | $228.1M |
| Wealthspire Advisors, LLC | 1.71% | Add +2.4% | 4,727,243 | $218.4M |
| GeoWealth Management, LLC | 7.76% | Add +1.8% | 4,664,293 | $215.4M |
| Royal Bank of Canada | 0.04% | Add +8.2% | 4,298,070 | $198.5M |
| United Capital Financial Advisors, LLC | 1.17% | Add +2.7% | 4,101,187 | $189.5M |
| Foundations Investment Advisors, LLC | 2.16% | Add +12.3% | 3,776,645 | $174.4M |
| Savvy Advisors, Inc. | 4.14% | Add +17.7% | 3,343,314 | $154.4M |
| First Command Advisory Services, Inc. | 0.97% | Add +15.3% | 3,106,970 | $143.5M |
| NewEdge Advisors, LLC | 0.52% | Add +8.9% | 3,087,463 | $142.6M |
| Commonwealth Equity Services, LLC | 0.19% | Reduce -5.0% | 2,965,747 | $137.0M |
| Stifel Financial Corp. | 0.12% | Add +7.3% | 2,926,345 | $135.2M |
| Mason & Associates, LLC | 30.64% | Add +2.3% | 2,897,250 | $133.8M |
| UBS Group AG | 0.02% | Reduce -6.6% | 2,817,508 | $130.1M |
| Osaic Holdings, Inc. | 0.19% | Reduce -6.8% | 2,772,218 | $128.1M |
| Sanctuary Advisors, LLC | 0.67% | Add +4.9% | 2,667,710 | $123.2M |
| Bank of America Corp. | 0.01% | Add +3.7% | 2,522,974 | $116.5M |
| JB Capital LLC | 4.69% | Add +5.5% | 2,512,196 | $116.0M |
| Allworth Financial LP | 0.46% | Reduce -1.6% | 2,456,447 | $113.5M |
| Victory Capital Management Inc. | 0.07% | New | 2,397,900 | $110.8M |
| Symmetry Partners, LLC | 5.93% | Add +0.6% | 2,248,840 | $103.9M |
| Farther Finance Advisors, LLC | 0.94% | Add +27.1% | 2,164,194 | $99.7M |
| Assetmark, Inc. | 0.18% | Add +3.7% | 1,864,366 | $86.1M |
| Thrivent Financial for Lutherans | 0.17% | Add +0.3% | 1,863,494 | $86.0M |
| Truist Financial Corp. | 0.11% | Add +6.0% | 1,760,812 | $81.3M |
| Compass Ion Advisors, LLC | 7.73% | Add +4.0% | 1,755,388 | $81.1M |
| Cambridge Investment Research Advisors, Inc. | 0.19% | Add +8.2% | 1,621,133 | $74.9M |
| Sofi Wealth, LLC | 3.46% | Add +28.7% | 1,553,764 | $71.8M |
| Baker Avenue Asset Management, LP | 1.56% | Add +3.5% | 1,481,053 | $68.4M |
| PNC Financial Services Group, Inc. | 0.04% | Add +1.0% | 1,455,397 | $67.2M |
| FMR LLC | 0.00% | Add +5.1% | 1,387,165 | $64.1M |
| Affinity Capital Advisors, LLC | 8.85% | Reduce -1.5% | 1,366,932 | $63.1M |
| Focus Partners Wealth | 0.07% | Reduce -16.0% | 1,350,040 | $62.4M |
| Integrated Wealth Concepts LLC | 0.48% | Add +15.8% | 1,307,816 | $60.4M |
| Kestra Advisory Services, LLC | 0.22% | Reduce -2.8% | 1,281,107 | $59.2M |
| Global Strategic Investment Solutions, LLC | 5.75% | Add +3.3% | 1,266,562 | $58.5M |
| McMorgan & Co. LLC | 9.32% | Reduce -22.8% | 1,247,471 | $57.6M |
| &partners | 0.28% | Reduce -5.4% | 1,229,925 | $56.8M |
| NorthRock Partners, LLC | 0.89% | Add +2.5% | 1,191,852 | $55.1M |
| Apella Capital, LLC | 0.78% | Add +35.8% | 1,122,430 | $52.2M |
| UNIVEST FINANCIAL Corp | 2.86% | Add +10.5% | 1,101,390 | $50.9M |
| Avidian Wealth Enterprises, LLC | 1.61% | Add +6.9% | 1,099,709 | $50.8M |
| SteelPeak Wealth, LLC | 1.58% | Reduce -0.2% | 1,090,959 | $50.4M |
| Atria Investments, Inc | 0.55% | Add +3.0% | 1,072,619 | $49.5M |
| Destination Wealth Management | 1.25% | Add +4.0% | 1,044,684 | $48.3M |
| Regions Financial Corp. | 0.31% | Add +6.6% | 1,037,651 | $47.9M |
| CreativeOne Wealth, LLC | 1.10% | Add +5.3% | 1,025,809 | $47.4M |
| Icon Wealth Advisors, LLC | 3.07% | Add +11.3% | 1,026,040 | $47.3M |
| Stash Investments, LLC | 17.71% | Add +4.6% | 988,610 | $45.7M |
| Sharkey, Howes & Javer | 6.12% | Reduce -3.0% | 983,682 | $45.4M |
| Stone House Investment Management, LLC | 8.09% | Add +3.6% | 977,212 | $45.1M |
| Johnson Bixby & Associates, LLC | 5.58% | Add +5.0% | 974,524 | $45.0M |
| Keybank National Association | 0.16% | Add +2.2% | 973,061 | $44.9M |
| Intelligence Driven Advisers, LLC | 7.82% | Reduce -6.8% | 971,550 | $44.9M |
| Spire Wealth Management | 1.38% | Add +93.4% | 878,036 | $40.6M |
| Mgo One Seven LLC | 0.81% | Add +4.7% | 871,594 | $40.3M |
| Integrity Alliance, Llc. | 1.52% | Add +7.6% | 865,259 | $40.0M |
| MLG Wealth Management DBA Pine Grove Financial Group | 4.61% | Add +6.4% | 859,131 | $39.7M |
| Composition Wealth, LLC | 0.52% | Add +4.4% | 815,121 | $37.7M |
| Jacobson & Schmitt Advisors, LLC | 6.68% | Add +2.3% | 797,346 | $36.8M |
| Strategic Blueprint, LLC | 2.06% | Add +10.1% | 767,496 | $35.5M |
| JT Stratford LLC | 4.36% | Reduce -10.1% | 738,320 | $34.1M |
| Baird Financial Group, Inc. | 0.05% | Reduce -21.4% | 718,506 | $33.2M |
| Summit Financial, LLC | 0.42% | Add +19.3% | 714,406 | $33.0M |
| ONE Advisory Partners, LLC | 10.12% | Add +5.0% | 711,117 | $32.8M |
| Elevation Wealth Partners, LLC | 11.44% | Add +3.0% | 691,129 | $31.9M |
| Trek Financial, LLC | 1.69% | Add +7.9% | 690,755 | $31.9M |
| Landmark Wealth Management, Inc. | 11.85% | Add +1.9% | 680,126 | $31.4M |
| Perigon Wealth Management, LLC | 0.57% | Add +7.2% | 679,198 | $31.4M |
| Orion Porfolio Solutions, LLC | 0.27% | Reduce -23.2% | 672,959 | $31.1M |
| Wealth Enhancement Advisory Services, LLC | 0.07% | Add +365.1% | 654,806 | $30.2M |
| AE Wealth Management LLC | 0.16% | Add +9.3% | 643,239 | $29.7M |
| Compound Planning, Inc. | 0.90% | Add +10.4% | 633,452 | $29.3M |
| Principal Securities, Inc. | 0.42% | Add +13.1% | 614,297 | $28.4M |
| World Investment Advisors | 0.46% | Add +4.6% | 611,837 | $28.3M |
| Corient Private Wealth LP | 0.04% | Reduce -0.8% | 576,560 | $26.6M |
| Stokes Family Office, LLC | 2.74% | Reduce -8.0% | 574,741 | $26.5M |
| GM Advisory Group, LLC | 1.02% | Reduce -1.3% | 573,367 | $26.5M |
| Horst & Graben Wealth Management LLC | 3.63% | Add +1.9% | 570,855 | $26.4M |
| Brookstone Capital Management | 0.30% | Add +6.7% | 564,166 | $26.1M |
"% 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.