Vault-13

ISHARES TR IUSB

CORE TOTAL USD · ETP · CUSIP 46434V613

746 institutional holders +6 vs Q1 2025
704,608,394704.6m shares reported held*
$32.4bnreported value*
63 new 232 added 372 reduced 56 sold out net sold ≈ $303.0m (-3.2m shares)

* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($27.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.99.

Trends to Q2 2025

Institutional holders

Managers reporting a position, each quarter

0250500750Q3 22: 477Q4 22: 526Q1 23: 512Q2 23: 528Q3 23: 548Q4 23: 634Q1 24: 635Q2 24: 651Q3 24: 668Q4 24: 729Q1 25: 740Q2 25: 746746Q3 22Q2 23Q1 24Q4 24Q2 25
Numbers
QuarterHolders
Q3 2022477
Q4 2022526
Q1 2023512
Q2 2023528
Q3 2023548
Q4 2023634
Q1 2024635
Q2 2024651
Q3 2024668
Q4 2024729
Q1 2025740
Q2 2025746

Buyers vs sellers

Managers adding to or starting a position, vs cutting or selling out

Bought or addedCut or sold out
5000500Q3 23: 263 bought or addedQ3 23: 269 cut or sold outQ4 23: 280 bought or addedQ4 23: 303 cut or sold outQ4 23Q1 24: 452 bought or addedQ1 24: 179 cut or sold outQ2 24: 346 bought or addedQ2 24: 291 cut or sold outQ2 24Q3 24: 457 bought or addedQ3 24: 192 cut or sold outQ4 24: 308 bought or addedQ4 24: 355 cut or sold outQ4 24Q1 25: 340 bought or addedQ1 25: 376 cut or sold outQ2 25: 295 bought or addedQ2 25: 428 cut or sold outQ2 25
Numbers
QuarterBought or addedCut or sold out
Q3 2023263269
Q4 2023280303
Q1 2024452179
Q2 2024346291
Q3 2024457192
Q4 2024308355
Q1 2025340376
Q2 2025295428

Calls vs puts

Options held, notional value, last 4 quarters. P/C = puts ÷ calls

CallsPuts
$0$5k$10k$15k$20kQ3 24 calls: $0Q3 24 puts: $0Q3 24P/C —Q4 24 calls: $0Q4 24 puts: $0Q4 24P/C —Q1 25 calls: $4.6kQ1 25 puts: $18.5kQ1 25P/C 4.01Q2 25 calls: $0Q2 25 puts: $0Q2 25P/C —
Numbers
QuarterCallsPutsP/C
Q3 2024$0$0—
Q4 2024$0$0—
Q1 2025$4.6k$18.5k4.01
Q2 2025$0$0—

Biggest buyers

JONES FINANCIAL COMPANIES LLLP Added +4,392,318+4.4m
ROYAL BANK OF CANADA Added +3,311,060+3.3m
Gallagher Fiduciary Advisors, LLC Added +3,286,352+3.3m
Spire Wealth Management Added +1,751,742+1.8m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +1,330,484+1.3m
Mariner, LLC Added +1,121,415+1.1m
WELLS FARGO & COMPANY/MN Added +994,839+994.8k
MORGAN STANLEY Added +778,913+778.9k
Coppell Advisory Solutions LLC New +663,286+663.3k
JPMORGAN CHASE & CO Added +618,328+618.3k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -7,063,690-7.1m
BlackRock, Inc. Reduced -2,381,759-2.4m
Envestnet Portfolio Solutions, Inc. Reduced -2,127,591-2.1m
Thrivent Financial for Lutherans Reduced -1,508,096-1.5m
Atria Wealth Solutions, Inc. Reduced -994,055-994.1k
OneDigital Investment Advisors LLC Reduced -986,101-986.1k
LPL Financial LLC Reduced -813,071-813.1k
Cetera Investment Advisers Reduced -771,085-771.1k
CWM, LLC Reduced -697,731-697.7k
G2 CAPITAL MANAGEMENT, LLC / OH Sold out -673,228-673.2k

Major shareholders (over 5%)

Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.

HolderStakeChangeShares Last filed
BlackRock, Inc. 13G · institution -1.7 pts · filed 2026-10-27 6.6% -1.7 pts 71.5m≈ $3.3bn 2026-10-27

Holders, Q2 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.82% of their portfolio Berwyn, PA 135,102,602135.1m $6.2bn $6.2bn 1.82% Reduced -7.1m -7,063,690
2 JONES FINANCIAL COMPANIES LLLP 2.33% of their portfolio DES PERES, MO 66,774,45966.8m $3.1bn $3.1bn 2.33% Added +4.4m +4,392,318
3 BlackRock, Inc. 0.05% of their portfolio New York, NY 62,125,50262.1m $2.9bn $2.9bn 0.05% Reduced -2.4m -2,381,759
4 LPL Financial LLC 0.73% of their portfolio FORT MILL, SC 47,236,44447.2m $2.2bn $2.2bn 0.73% Reduced -813.1k -813,071
5 WELLS FARGO & COMPANY/MN 0.44% of their portfolio SAN FRANCISCO, CA 43,286,45143.3m $2.0bn $2.0bn 0.44% Added +994.8k +994,839
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.82% of their portfolio MILWAUKEE, WI 24,317,15424.3m $1.1bn $1.1bn 0.82% Added +1.3m +1,330,484
7 MORGAN STANLEY 0.07% of their portfolio NEW YORK, NY 23,413,90523.4m $1.1bn $1.1bn 0.07% Added +778.9k +778,913
8 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 18,782,38918.8m $868.3m $868.3m 0.06% Added +618.3k +618,328
9 CWM, LLC 2.83% of their portfolio OMAHA, NE 17,375,11217.4m $803.3m $803.3m 2.83% Reduced -697.7k -697,731
10 Envestnet Portfolio Solutions, Inc. 2.39% of their portfolio BERWYN, PA 14,044,45614.0m $649.3m $649.3m 2.39% Reduced -2.1m -2,127,591
11 Mariner, LLC 0.84% of their portfolio Overland Park, KS 12,555,56212.6m $580.4m $580.4m 0.84% Added +1.1m +1,121,415
12 AMERIPRISE FINANCIAL INC 0.12% of their portfolio MINNEAPOLIS, MN 10,935,32310.9m $505.2m $505.2m 0.12% Added +75.9k +75,856
13 PARK AVENUE SECURITIES LLC 4.43% of their portfolio NEW YORK, NY 10,426,97510.4m $482.0m $482.0m 4.43% Reduced -464.9k -464,918
14 Bank of New York Mellon Corp 0.08% of their portfolio NEW YORK, NY 9,064,2339.1m $419.0m $419.0m 0.08% Added +63.9k +63,877
15 Cetera Investment Advisers 0.68% of their portfolio SCHAUMBURG, IL 8,706,7388.7m $402.5m $402.5m 0.68% Reduced -771.1k -771,085
16 Janney Montgomery Scott LLC 1.00% of their portfolio PHILADELPHIA, PA 8,284,5168.3m $383.0m $383.0m 1.00% Reduced -344.5k -344,495
17 MML INVESTORS SERVICES, LLC 1.09% of their portfolio SPRINGFIELD, MA 8,180,4618.2m $378.2m $378.2m 1.09% Reduced -175.2k -175,199
18 Kestra Investment Management, LLC 5.61% of their portfolio AUSTIN, TX 7,887,2687.9m $364.0m $364.0m 5.61% Reduced -383.2k -383,234
19 OneDigital Investment Advisors LLC 3.45% of their portfolio OVERLAND PARK, KS 6,718,7176.7m $310.6m $310.6m 3.45% Reduced -986.1k -986,101
20 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 6,491,6166.5m $300.1m $300.1m 0.03% Added +3.3m +3,311,060
21 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.63% of their portfolio IRVING, TX 4,360,3634.4m $201.6m $201.6m 1.63% Reduced -612.1k -612,076
22 Wealthspire Advisors, LLC 1.13% of their portfolio NEW YORK, NY 4,340,4794.3m $200.7m $200.7m 1.13% Reduced -148.4k -148,387
23 GeoWealth Management, LLC 7.50% of their portfolio CHICAGO, IL 4,156,9444.2m $192.2m $192.2m 7.50% Reduced -290.1k -290,084
24 SigFig Wealth Management, LLC 6.28% of their portfolio SAN FRANCISCO, CA 4,120,8664.1m $189.9m $189.9m 6.28% Added +28.3k +28,343
25 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 4,104,6424.1m $189.8m $189.8m 0.07% Added +47.7k +47,708
26 Gallagher Fiduciary Advisors, LLC 0.04% of their portfolio ROLLING MEADOWS, IL 3,377,7493.4m $998.5k $998.5k 0.04% Added +3.3m +3,286,352
27 Foundations Investment Advisors, LLC 2.43% of their portfolio PHOENIX, AZ 3,325,8663.3m $153.8m $153.8m 2.43% Added +290.9k +290,902
28 COMMONWEALTH EQUITY SERVICES, LLC 0.20% of their portfolio WALTHAM, MA 3,223,7983.2m $149.0m $149.0m 0.20% Reduced -314.1k -314,106
29 OSAIC HOLDINGS, INC. 0.26% of their portfolio SCOTTSDALE, AZ 3,116,6763.1m $144.1m $144.1m 0.26% Added +542.6k +542,635
30 JB Capital LLC 6.67% of their portfolio WETHERSFIELD, CT 2,975,6343.0m $137.6m $137.6m 6.67% Added +27.7k +27,668
31 Sanctuary Advisors, LLC 0.82% of their portfolio INDIANAPOLIS, IN 2,882,8652.9m $133.3m $133.3m 0.82% Reduced -73.2k -73,189
32 STIFEL FINANCIAL CORP 0.13% of their portfolio ST. LOUIS, MO 2,812,8702.8m $130.0m $130.0m 0.13% Reduced -240.6k -240,555
33 UBS Group AG 0.03% of their portfolio ZURICH, V8 2,750,6872.8m $127.2m $127.2m 0.03% Added +8.5k +8,479
34 NewEdge Advisors, LLC 0.65% of their portfolio NEW ORLEANS, LA 2,712,1332.7m $125.4m $125.4m 0.65% Reduced -65.2k -65,203
35 Allworth Financial LP 0.58% of their portfolio FOLSOM, CA 2,608,7612.6m $120.6m $120.6m 0.58% Added +25.4k +25,443
36 Farther Finance Advisors, LLC 2.30% of their portfolio SAN FRANCISCO, CA 2,488,7612.5m $115.1m $115.1m 2.30% Added +467.5k +467,506
37 Mason & Associates, LLC 28.28% of their portfolio NEWPORT NEWS, VA 2,435,8162.4m $112.6m $112.6m 28.28% Reduced -257.6k -257,586
38 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,394,6612.4m $110.7m $110.7m 0.01% Reduced -291.5k -291,510
39 First Command Advisory Services, Inc. 0.83% of their portfolio FORT WORTH, TX 2,097,8922.1m $97.0m $97.0m 0.83% Added +289.4k +289,355
40 Spire Wealth Management 3.12% of their portfolio MCLEAN, VA 1,888,9401.9m $87.0m $87.0m 3.12% Added +1.8m +1,751,742
41 ASSETMARK, INC 0.19% of their portfolio CONCORD, CA 1,700,3471.7m $78.6m $78.6m 0.19% Added +248.3k +248,350
42 MCMORGAN & CO LLC 11.37% of their portfolio SAN FRANCISCO, CA 1,668,4141.7m $77.1m $77.1m 11.37% Added +3.3k +3,288
43 US BANCORP \DE\ 0.09% of their portfolio MINNEAPOLIS, MN 1,616,7411.6m $74.7m $74.7m 0.09% Reduced -118.0k -118,002
44 TRUIST FINANCIAL CORP 0.11% of their portfolio CHARLOTTE, NC 1,612,0131.6m $74.5m $74.5m 0.11% Reduced -82.4k -82,399
45 Integrated Wealth Concepts LLC 0.72% of their portfolio WALTHAM, MA 1,559,2131.6m $72.1m $72.1m 0.72% Added +133.3k +133,304
46 Cambridge Investment Research Advisors, Inc. 0.22% of their portfolio FAIRFIELD, IA 1,549,3171.5m $71.6m $71.6m 0.22% Reduced -49.3k -49,321
47 Compass Ion Advisors, LLC 7.51% of their portfolio CONSHOHOCKEN, PA 1,500,4681.5m $69.4m $69.4m 7.51% Added +82.5k +82,483
48 FMR LLC 0.00% of their portfolio BOSTON, MA 1,477,0431.5m $68.3m $68.3m 0.00% Reduced -115.2k -115,245
49 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 1,427,4741.4m $66.0m $66.0m 0.04% Reduced -4.0k -3,973
50 Focus Partners Wealth 0.13% of their portfolio ST LOUIS, MO 1,333,6241.3m $61.7m $61.7m 0.13% Added +311.3k +311,329
51 SOFI WEALTH, LLC 3.73% of their portfolio SAN FRANCISCO, CA 1,319,1001.3m $61.0m $61.0m 3.73% Added +77.1k +77,149
52 Sharkey, Howes & Javer 8.08% of their portfolio DENVER, CO 1,302,8161.3m $60.2m $60.2m 8.08% Reduced -157.6k -157,594
53 Kestra Advisory Services, LLC 0.29% of their portfolio AUSTIN, TX 1,292,8601.3m $59.8m $59.8m 0.29% Reduced -43.0k -42,966
54 Baker Avenue Asset Management, LP 1.65% of their portfolio SAN FRANCISCO, CA 1,252,9921.3m $57.9m $57.9m 1.65% Added +30.2k +30,190
55 Affinity Capital Advisors, LLC 9.56% of their portfolio BERKELEY, CA 1,202,0661.2m $55.6m $55.6m 9.56% Added +59.5k +59,529
56 SteelPeak Wealth, LLC 2.16% of their portfolio WOODLAND HILLS, CA 1,200,3491.2m $55.5m $55.5m 2.16% Reduced -136.1k -136,076
57 Atria Investments, Inc 0.65% of their portfolio Charlotte, NC 1,186,4941.2m $54.9m $54.9m 0.65% Reduced -182.2k -182,163
58 Icon Wealth Advisors, LLC 3.78% of their portfolio HOUSTON, TX 1,148,8971.1m $53.1m $53.1m 3.78% Reduced -21.9k -21,891
59 Savvy Advisors, Inc. 3.48% of their portfolio NEW YORK, NY 1,129,7711.1m $52.2m $52.2m 3.48% Added +192.2k +192,240
60 High Falls Advisors, Inc 11.43% of their portfolio ROCHESTER, NY 1,117,3441.1m $51.7m $51.7m 11.43% Reduced -113.0k -112,981
61 Stone House Investment Management, LLC 9.48% of their portfolio TUNKHANNOCK, PA 1,115,0941.1m $51.6m $51.6m 9.48% Reduced -5.1k -5,052
62 &PARTNERS 0.39% of their portfolio NASHVILLE, TN 1,107,6521.1m $51.4m $51.4m 0.39% Added +517.9k +517,901
63 Atria Wealth Solutions, Inc. 1.14% of their portfolio NEW YORK, NY 1,095,3531.1m $50.6m $50.6m 1.14% Reduced -994.1k -994,055
64 Intelligence Driven Advisers, LLC 7.28% of their portfolio CARLSBAD, CA 1,043,7401.0m $48.3m $48.3m 7.28% Added +72.8k +72,816
65 AVANTAX ADVISORY SERVICES, INC. 0.26% of their portfolio DALLAS, TX 1,024,2701.0m $47.4m $47.4m 0.26% Reduced -10.9k -10,886
66 Avidian Wealth Enterprises, LLC 1.88% of their portfolio Houston, TX 1,000,7401.0m $46.3m $46.3m 1.88% Added +28.7k +28,709
67 CreativeOne Wealth, LLC 1.16% of their portfolio OVERLAND PARK, KS 955,781955.8k $44.2m $44.2m 1.16% Reduced -95.3k -95,255
68 Destination Wealth Management 1.26% of their portfolio Walnut Creek, CA 930,533930.5k $43.0m $43.0m 1.26% Added +5.6k +5,572
69 KEYBANK NATIONAL ASSOCIATION/OH 0.16% of their portfolio BROOKLYN, OH 921,006921.0k $42.6m $42.6m 0.16% Reduced -26.4k -26,384
70 Baird Financial Group, Inc. 0.07% of their portfolio MILWAUKEE, WI 912,958913.0k $42.2m $42.2m 0.07% Added +7.2k +7,196
71 OARSMAN CAPITAL, INC. 6.54% of their portfolio MILWAUKEE, WI 902,048902.0k $41.7m $41.7m 6.54% Added +234.2k +234,233
72 REGIONS FINANCIAL CORP 0.29% of their portfolio BIRMINGHAM, AL 896,113896.1k $41.4m $41.4m 0.29% Added +14.8k +14,800
73 Global Strategic Investment Solutions, LLC 4.27% of their portfolio Scottsdale, AZ 863,967864.0k $39.9m $39.9m 4.27% Added +96.4k +96,387
74 Orion Porfolio Solutions, LLC 0.33% of their portfolio OMAHA, NE 824,495824.5k $38.1m $38.1m 0.33% Added +231.6k +231,576
75 Stash Investments, LLC 17.57% of their portfolio NEW YORK, NY 801,239801.2k $37.0m $37.0m 17.57% Added +64.6k +64,579
76 INTEGRITY ALLIANCE, LLC. 2.02% of their portfolio Urbandale, IA 799,646799.6k $37.0m $37.0m 2.02% Added +125.6k +125,565
77 Blue Trust, Inc. 0.42% of their portfolio BRENTWOOD, TN 764,470764.5k $35.3m $35.3m 0.42% Reduced -92.2k -92,186
78 Composition Wealth, LLC 0.58% of their portfolio LOS ANGELES, CA 750,230750.2k $34.7m $34.7m 0.58% Added +101.5k +101,461
79 JACOBSON & SCHMITT ADVISORS, LLC 6.12% of their portfolio MIDDLETON, WI 746,547746.5k $34.5m $34.5m 6.12% Added +16.4k +16,382
80 UNIVEST FINANCIAL Corp 2.03% of their portfolio SOUDERTON, PA 733,112733.1k $33.9m $33.9m 2.03% Added +49.7k +49,715
81 Strategic Blueprint, LLC 1.58% of their portfolio ATLANTA, GA 696,052696.1k $32.2m $32.2m 1.58% Reduced -38.2k -38,246
82 GM Advisory Group, LLC 1.57% of their portfolio MELVILLE, NY 687,180687.2k $31.8m $31.8m 1.57% Reduced -3.2k -3,191
83 Austin Private Wealth, LLC 2.51% of their portfolio Austin, TX 686,531686.5k $31.7m $31.7m 2.51% Reduced -157.3k -157,254
84 ONE Advisory Partners, LLC 10.38% of their portfolio OVERLAND PARK, KS 677,440677.4k $31.1m $31.1m 10.38% Reduced -10.1k -10,051
85 Horst & Graben Wealth Management LLC 5.16% of their portfolio PORTLAND, OR 674,297674.3k $31.2m $31.2m 5.16% Reduced -199.3k -199,303
86 Stokes Family Office, LLC 3.23% of their portfolio NEW ORLEANS, LA 665,945665.9k $30.8m $30.8m 3.23% Reduced -43.0k -43,045
87 Coppell Advisory Solutions LLC 2.18% of their portfolio COPPELL, TX 663,286663.3k $30.6m $30.6m 2.18% New
88 Simplicity Wealth,LLC 1.22% of their portfolio SUMMIT, NJ 632,077632.1k $29.2m $29.2m 1.22% Added +266.3k +266,321
89 Trek Financial, LLC 1.92% of their portfolio Scottsdale, AZ 618,568618.6k $28.6m $28.6m 1.92% Reduced -55.6k -55,595
90 ELEVATION WEALTH PARTNERS, LLC 10.97% of their portfolio WALNUT CREEK, CA 601,013601.0k $27.8m $27.8m 10.97% Added +16.7k +16,711
91 LANDMARK WEALTH MANAGEMENT, INC. 11.83% of their portfolio NORMAL, IL 597,488597.5k $27.6m $27.6m 11.83% Added +125.7k +125,699
92 Invst, LLC 3.43% of their portfolio INDIANAPOLIS, IN 596,256596.3k $27.6m $27.6m 3.43% Added +30.4k +30,392
93 Modern Wealth Management, LLC 0.68% of their portfolio KANSAS CITY, MO 595,085595.1k $27.5m $27.5m 0.68% Reduced -109.1k -109,079
94 Perigon Wealth Management, LLC 0.63% of their portfolio SAN FRANCISCO, CA 583,888583.9k $27.0m $27.0m 0.63% Reduced -76.1k -76,113
95 Legacy Financial Group LLC 3.71% of their portfolio DES MOINES, IA 574,665574.7k $26.6m $26.6m 3.71% Added +28.5k +28,456
96 Keystone Financial Services 8.83% of their portfolio LOVELAND, CO 561,310561.3k $25.9m $25.9m 8.83% Added +4.8k +4,776
97 Brookstone Capital Management 0.33% of their portfolio WHEATON, IL 541,681541.7k $25.0m $25.0m 0.33% Reduced -46.8k -46,845
98 Rockefeller Capital Management L.P. 0.03% of their portfolio NEW YORK, NY 533,310533.3k $24.7m $24.7m 0.03% Added +264.3k +264,298
99 Corient Private Wealth LP 0.03% of their portfolio MIAMI, FL 531,374531.4k $24.6m $24.6m 0.03% Added +34.5k +34,484
100 Compound Planning, Inc. 0.92% of their portfolio NEW YORK, NY 526,160526.2k $24.3m $24.3m 0.92% Added +50.0k +50,006