iShares Core Universal USD Bond ETF - Common Stock (IUSB) Institutional Ownership

13F Institutional Holders and Ownership History from Q2 2014 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
IUSB
Shares outstanding
736,143,217
Price per share
$46.68
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
703,690,643
Total reported value
$32,738,551,127
% of total 13F portfolios
0.08%
Share change
+30,360,175
Value change
+$1,405,892,899
Number of holders
779
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of iShares Core Universal USD Bond ETF - Common Stock (IUSB) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 8.3% +20% $2,843,588,741 +$535,753,261 61,099,887 +23% BlackRock, Inc. 31 Dec 2025

As of 31 Dec 2025, 779 institutional investors reported holding 703,690,643 shares of iShares Core Universal USD Bond ETF - Common Stock (IUSB). This represents 96% of the company’s total 736,143,217 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of iShares Core Universal USD Bond ETF - Common Stock (IUSB) together control 77% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
ENVESTNET ASSET MANAGEMENT INC 16% 119,092,213 -3.4% 1.6% $5,542,551,593
JONES FINANCIAL COMPANIES LLLP 10% 76,564,104 +7.3% 2.2% $3,563,293,378
BlackRock, Inc. 9.8% 71,877,364 +15% 0.06% $3,345,172,547
WELLS FARGO & COMPANY/MN 6.5% 47,946,578 +2.9% 0.44% $2,231,433,719
LPL Financial LLC 6.2% 45,507,455 +2.2% 0.58% $2,117,916,887
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3.9% 28,622,754 +8.8% 0.84% $1,332,103,001
MORGAN STANLEY 3.4% 24,700,343 +8.5% 0.07% $1,149,553,976
JPMORGAN CHASE & CO 2.4% 17,846,746 -9.4% 0.06% $830,587,620
CWM, LLC 2.3% 17,194,171 +0.5% 2.2% $800,217,000
Mariner, LLC 2.2% 16,120,286 +15% 0.89% $750,239,022
Envestnet Portfolio Solutions, Inc. 1.7% 12,467,587 +3% 2% $580,241,493
AMERIPRISE FINANCIAL INC 1.5% 11,112,631 +0.42% 0.12% $517,106,847
Bank of New York Mellon Corp 1.3% 9,640,284 +7.7% 0.08% $448,658,811
Cetera Investment Advisers 1.3% 9,522,893 +4.8% 0.48% $443,195,431
PARK AVENUE SECURITIES LLC 1.2% 8,603,823 -3.6% 3.4% $400,422,000
MML INVESTORS SERVICES, LLC 1% 7,437,955 +6.7% 0.84% $346,162,432
Janney Montgomery Scott LLC 0.96% 7,094,873 -2.6% 0.76% $330,195,000
OneDigital Investment Advisors LLC 0.93% 6,860,453 +2.9% 3.1% $319,285,480
SigFig Wealth Management, LLC 0.63% 4,631,033 +4.7% 6.4% $215,527,873
Wealthspire Advisors, LLC 0.63% 4,617,814 +5.2% 1.7% $214,913,044
Kestra Investment Management, LLC 0.63% 4,604,175 +9% 5.2% $214,278,305
GeoWealth Management, LLC 0.62% 4,582,505 -0.04% 7.9% $213,269,777
UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.54% 3,993,982 +2.1% 1.1% $185,879,904
ROYAL BANK OF CANADA 0.54% 3,973,316 +10% 0.03% $184,919,000
FOUNDATIONS INVESTMENT ADVISORS, LLC 0.46% 3,362,415 +2.8% 2.1% $156,486,792

Institutional Holders of iShares Core Universal USD Bond ETF - Common Stock (IUSB) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 703,690,643 $32,738,551,127 +$1,405,892,899 $46.54 779
2025 Q3 682,046,194 $31,851,007,923 -$407,877,106 $46.71 749
2025 Q2 690,312,956 $31,900,622,691 -$454,003,554 $46.23 732
2025 Q1 701,059,885 $32,294,086,016 -$119,167,948 $46.08 725
2024 Q4 707,790,615 $31,995,677,062 -$186,709,210 $45.20 718
2024 Q3 707,342,586 $33,326,022,835 +$4,065,616,340 $47.12 662
2024 Q2 623,089,369 $28,177,604,650 +$374,900,439 $45.22 644
2024 Q1 608,795,409 $27,749,282,587 +$4,381,932,927 $45.59 628
2023 Q4 513,488,566 $23,650,699,472 +$749,971,253 $46.07 625
2023 Q3 493,693,278 $21,582,351,240 -$463,193,418 $43.72 542
2023 Q2 489,809,143 $22,271,393,961 +$907,838,529 $45.47 524
2023 Q1 469,730,142 $21,676,998,982 +$2,368,713,209 $46.15 510
2022 Q4 416,543,097 $18,716,164,938 +$2,497,366,955 $44.93 520
2022 Q3 361,454,381 $16,085,937,517 +$344,568,755 $44.50 470
2022 Q2 353,040,613 $16,530,254,083 -$146,952,877 $46.82 468
2022 Q1 354,755,832 $17,590,186,143 +$2,927,307,451 $49.63 467
2021 Q4 295,128,823 $15,617,860,262 +$1,203,395,075 $52.93 460
2021 Q3 261,212,822 $13,912,312,909 +$843,611,963 $53.24 402
2021 Q2 254,470,336 $13,608,524,158 +$2,069,477,684 $53.49 376
2021 Q1 214,854,376 $11,343,955,569 +$6,175,522,253 $52.75 348
2020 Q4 97,710,667 $5,322,905,606 +$409,763,688 $54.58 243
2020 Q3 89,197,774 $4,841,983,766 +$239,423,790 $54.38 200
2020 Q2 84,905,563 $4,604,340,739 +$201,911,664 $54.33 189
2020 Q1 81,140,587 $4,269,739,195 +$168,956,327 $52.50 181
2019 Q4 77,931,189 $4,073,857,577 +$236,585,095 $52.11 167
2019 Q3 71,988,304 $3,782,048,396 +$28,710,002 $52.41 129
2019 Q2 71,384,488 $3,705,813,686 +$307,259,510 $51.68 122
2019 Q1 65,357,696 $3,333,963,747 +$114,330,470 $50.60 116
2018 Q4 53,939,460 $2,656,174,346 +$683,830,708 $49.24 106
2018 Q3 39,979,844 $1,964,227,756 +$65,586,585 $49.14 88
2018 Q2 38,640,220 $1,906,716,767 +$141,965,218 $49.35 91
2018 Q1 35,829,901 $1,788,719,843 +$103,353,616 $49.94 77
2017 Q4 33,743,733 $1,716,532,855 +$708,025,234 $50.87 68
2017 Q3 19,167,440 $978,966,891 +$115,771,966 $51.08 54
2017 Q2 16,911,273 $861,617,563 +$104,966,491 $50.95 50
2017 Q1 14,851,527 $750,300,751 +$646,993,830 $50.52 43
2016 Q4 14,218,469 $714,753,000 +$209,544,393 $50.27 39
2016 Q3 10,029,436 $522,360,000 +$286,813,303 $52.08 29
2016 Q2 4,514,962 $469,666,000 +$10,535,200 $104.02 24
2016 Q1 4,413,860 $449,575,000 -$226,548,822 $101.85 20
2015 Q4 6,637,889 $658,332,000 +$245,860,421 $99.18 15
2015 Q3 4,125,983 $413,614,000 +$31,286,335 $100.35 12
2015 Q2 3,815,039 $383,484,000 +$28,863,769 $100.50 16
2015 Q1 3,527,759 $362,492,000 +$342,588,558 $102.76 12
2014 Q4 196,993 $19,831,000 -$1,919,876 $100.51 5
2014 Q3 213,891 $21,427,000 -$1,886,573 $100.17 3
2014 Q2 232,786 $23,400,000 +$23,400,000 $100.54 4