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
$46.54
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
681,374,714
Total reported value
$31,819,641,650
% of total 13F portfolios
0.08%
Share change
-8,584,666
Value change
-$400,758,593
Number of holders
746
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 30 Sep 2025, 746 institutional investors reported holding 681,374,714 shares of iShares Core Universal USD Bond ETF - Common Stock (IUSB). This represents 93% 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 75% 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 17% 123,224,571 -8.8% 1.7% $5,755,819,701
JONES FINANCIAL COMPANIES LLLP 9.7% 71,364,109 +6.9% 2.3% $3,327,010,529
BlackRock, Inc. 8.5% 62,394,992 +0.43% 0.05% $2,914,470,097
WELLS FARGO & COMPANY/MN 6.3% 46,615,088 +7.7% 0.44% $2,177,390,748
LPL Financial LLC 6.1% 44,541,325 -5.7% 0.61% $2,080,525,237
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3.6% 26,298,023 +8.1% 0.82% $1,228,380,627
MORGAN STANLEY 3.1% 22,768,506 -2.8% 0.06% $1,063,516,941
JPMORGAN CHASE & CO 2.7% 19,693,393 +4.9% 0.06% $919,878,445
CWM, LLC 2.3% 17,108,743 -1.5% 2.4% $799,149,000
Mariner, LLC 1.9% 14,004,882 +12% 0.85% $654,168,021
Envestnet Portfolio Solutions, Inc. 1.6% 12,103,838 -14% 2.1% $565,370,292
AMERIPRISE FINANCIAL INC 1.5% 11,066,646 +1.2% 0.12% $516,685,670
Cetera Investment Advisers 1.2% 9,083,587 +4.3% 0.49% $424,294,387
Bank of New York Mellon Corp 1.2% 8,953,599 -1.2% 0.08% $418,222,598
PARK AVENUE SECURITIES LLC 1.2% 8,927,097 -14% 3.3% $416,985,000
Janney Montgomery Scott LLC 0.99% 7,287,331 -12% 0.81% $340,391,000
MML INVESTORS SERVICES, LLC 0.95% 6,969,354 -15% 0.87% $325,538,530
OneDigital Investment Advisors LLC 0.91% 6,667,205 -0.77% 3.2% $311,425,136
GeoWealth Management, LLC 0.62% 4,584,390 +10% 7.8% $214,136,897
SigFig Wealth Management, LLC 0.6% 4,424,772 +7.4% 6.4% $206,680,794
Wealthspire Advisors, LLC 0.6% 4,389,443 +1.1% 1.1% $205,030,861
RAYMOND JAMES FINANCIAL INC 0.58% 4,273,448 +4.1% 0.06% $199,612,736
Kestra Investment Management, LLC 0.57% 4,222,690 +13% 5.3% $197,241,862
UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.53% 3,912,545 -10% 1.3% $182,754,972
ROYAL BANK OF CANADA 0.49% 3,599,043 +11% 0.03% $168,112,000

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 43,212,917 $2,011,921,062 +$157,505,530 $46.54 208
2025 Q3 681,374,714 $31,819,641,650 -$400,758,593 $46.71 746
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