Vault-13

ISHARES TR IUSB

CORE TOTAL USD · ETP · CUSIP 46434V613

756 institutional holders +10 vs Q2 2025
700,653,060700.7m shares reported held*
$32.7bnreported value*
66 new 262 added 345 reduced 56 sold out net bought ≈ $279.9m (+2.6m 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 ($209.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.70.

Trends to Q3 2025

Institutional holders

Managers reporting a position, each quarter

05001kQ3 22: 477Q4 22: 526Q1 23: 512Q2 23: 528Q3 23: 548Q4 23: 634Q1 24: 635Q2 24: 651Q3 24: 668Q4 24: 729Q1 25: 740Q2 25: 746Q3 25: 756756Q3 22Q2 23Q1 24Q4 24Q3 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
Q3 2025756

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q4 23: 280 bought or addedQ4 23: 303 cut or sold outQ1 24: 452 bought or addedQ1 24: 179 cut or sold outQ1 24Q2 24: 346 bought or addedQ2 24: 291 cut or sold outQ3 24: 457 bought or addedQ3 24: 192 cut or sold outQ3 24Q4 24: 308 bought or addedQ4 24: 355 cut or sold outQ1 25: 340 bought or addedQ1 25: 376 cut or sold outQ1 25Q2 25: 295 bought or addedQ2 25: 428 cut or sold outQ3 25: 328 bought or addedQ3 25: 401 cut or sold outQ3 25
Numbers
QuarterBought or addedCut or sold out
Q4 2023280303
Q1 2024452179
Q2 2024346291
Q3 2024457192
Q4 2024308355
Q1 2025340376
Q2 2025295428
Q3 2025328401

Calls vs puts

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

CallsPuts
$0$5k$10k$15k$20kQ4 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 —Q3 25 calls: $0Q3 25 puts: $0Q3 25P/C —
Numbers
QuarterCallsPutsP/C
Q4 2024$0$0—
Q1 2025$4.6k$18.5k4.01
Q2 2025$0$0—
Q3 2025$0$0—

Biggest buyers

JPMORGAN CHASE & CO Added +20,604,397+20.6m
JONES FINANCIAL COMPANIES LLLP Added +4,589,650+4.6m
WELLS FARGO & COMPANY/MN Added +3,328,637+3.3m
Sanctuary Advisors, LLC Added +2,624,894+2.6m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +1,980,869+2.0m
Thrivent Financial for Lutherans Added +1,808,643+1.8m
Mariner, LLC Added +1,449,320+1.4m
CITADEL ADVISORS LLC New +1,281,984+1.3m
NorthRock Partners, LLC New +888,108+888.1k
Savvy Advisors, Inc. Added +644,791+644.8k

Biggest sellers

ENVESTNET ASSET MANAGEMENT INC Reduced -11,878,031-11.9m
Kestra Investment Management, LLC Reduced -3,664,578-3.7m
Gallagher Fiduciary Advisors, LLC Reduced -3,357,239-3.4m
ROYAL BANK OF CANADA Reduced -2,892,573-2.9m
LPL Financial LLC Reduced -2,695,119-2.7m
Envestnet Portfolio Solutions, Inc. Reduced -1,940,618-1.9m
PARK AVENUE SECURITIES LLC Reduced -1,499,878-1.5m
Spire Wealth Management Reduced -1,421,604-1.4m
MML INVESTORS SERVICES, LLC Reduced -1,211,107-1.2m
Janney Montgomery Scott LLC Reduced -997,185-997.2k

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, Q3 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.66% of their portfolio Berwyn, PA 123,224,571123.2m $5.8bn $5.8bn 1.66% Reduced -11.9m -11,878,031
2 JONES FINANCIAL COMPANIES LLLP 2.27% of their portfolio DES PERES, MO 71,364,10971.4m $3.3bn $3.3bn 2.27% Added +4.6m +4,589,650
3 BlackRock, Inc. 0.05% of their portfolio New York, NY 62,394,99262.4m $2.9bn $2.9bn 0.05% Added +269.5k +269,490
4 WELLS FARGO & COMPANY/MN 0.44% of their portfolio SAN FRANCISCO, CA 46,615,08846.6m $2.2bn $2.2bn 0.44% Added +3.3m +3,328,637
5 LPL Financial LLC 0.61% of their portfolio FORT MILL, SC 44,541,32544.5m $2.1bn $2.1bn 0.61% Reduced -2.7m -2,695,119
6 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 39,386,78639.4m $1.8bn $1.8bn 0.06% Added +20.6m +20,604,397
7 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.82% of their portfolio MILWAUKEE, WI 26,298,02326.3m $1.2bn $1.2bn 0.82% Added +2.0m +1,980,869
8 MORGAN STANLEY 0.06% of their portfolio NEW YORK, NY 22,768,50622.8m $1.1bn $1.1bn 0.06% Reduced -645.4k -645,399
9 CWM, LLC 2.40% of their portfolio OMAHA, NE 17,108,74317.1m $799.1m $799.1m 2.40% Reduced -266.4k -266,369
10 Mariner, LLC 0.85% of their portfolio Overland Park, KS 14,004,88214.0m $654.2m $654.2m 0.85% Added +1.4m +1,449,320
11 Envestnet Portfolio Solutions, Inc. 2.08% of their portfolio BERWYN, PA 12,103,83812.1m $565.4m $565.4m 2.08% Reduced -1.9m -1,940,618
12 AMERIPRISE FINANCIAL INC 0.12% of their portfolio MINNEAPOLIS, MN 11,066,64611.1m $516.7m $516.7m 0.12% Added +131.3k +131,323
13 Cetera Investment Advisers 0.49% of their portfolio SCHAUMBURG, IL 9,083,5879.1m $424.3m $424.3m 0.49% Added +376.8k +376,849
14 Bank of New York Mellon Corp 0.08% of their portfolio NEW YORK, NY 8,953,5999.0m $418.2m $418.2m 0.08% Reduced -110.6k -110,634
15 PARK AVENUE SECURITIES LLC 3.25% of their portfolio NEW YORK, NY 8,927,0978.9m $417.0m $417.0m 3.25% Reduced -1.5m -1,499,878
16 Janney Montgomery Scott LLC 0.81% of their portfolio PHILADELPHIA, PA 7,287,3317.3m $340.4m $340.4m 0.81% Reduced -997.2k -997,185
17 MML INVESTORS SERVICES, LLC 0.87% of their portfolio SPRINGFIELD, MA 6,969,3547.0m $325.5m $325.5m 0.87% Reduced -1.2m -1,211,107
18 OneDigital Investment Advisors LLC 3.20% of their portfolio OVERLAND PARK, KS 6,667,2056.7m $311.4m $311.4m 3.20% Reduced -51.5k -51,512
19 Sanctuary Advisors, LLC 0.78% of their portfolio INDIANAPOLIS, IN 5,507,7595.5m $255.4m $255.4m 0.78% Added +2.6m +2,624,894
20 GeoWealth Management, LLC 7.81% of their portfolio CHICAGO, IL 4,584,3904.6m $214.1m $214.1m 7.81% Added +427.4k +427,446
21 SigFig Wealth Management, LLC 6.39% of their portfolio SAN FRANCISCO, CA 4,424,7724.4m $206.7m $206.7m 6.39% Added +303.9k +303,906
22 Wealthspire Advisors, LLC 1.07% of their portfolio NEW YORK, NY 4,389,4434.4m $205.0m $205.0m 1.07% Added +49.0k +48,964
23 RAYMOND JAMES FINANCIAL INC 0.06% of their portfolio ST. PETERSBURG, FL 4,273,4484.3m $199.6m $199.6m 0.06% Added +168.8k +168,806
24 Kestra Investment Management, LLC 5.29% of their portfolio AUSTIN, TX 4,222,6904.2m $197.2m $197.2m 5.29% Reduced -3.7m -3,664,578
25 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.31% of their portfolio IRVING, TX 3,912,5453.9m $182.8m $182.8m 1.31% Reduced -447.8k -447,818
26 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 3,599,0433.6m $168.1m $168.1m 0.03% Reduced -2.9m -2,892,573
27 OSAIC HOLDINGS, INC. 0.21% of their portfolio SCOTTSDALE, AZ 3,276,9763.3m $152.7m $152.7m 0.21% Added +160.3k +160,300
28 Foundations Investment Advisors, LLC 2.22% of their portfolio PHOENIX, AZ 3,272,1143.3m $152.8m $152.8m 2.22% Reduced -53.8k -53,752
29 COMMONWEALTH EQUITY SERVICES, LLC 0.19% of their portfolio WALTHAM, MA 3,110,9803.1m $145.3m $145.3m 0.19% Reduced -112.8k -112,818
30 UBS Group AG 0.03% of their portfolio ZURICH, V8 3,010,7833.0m $140.6m $140.6m 0.03% Added +260.1k +260,096
31 NewEdge Advisors, LLC 0.56% of their portfolio NEW ORLEANS, LA 2,626,5772.6m $122.7m $122.7m 0.56% Reduced -85.6k -85,556
32 Allworth Financial LP 0.53% of their portfolio FOLSOM, CA 2,542,3432.5m $118.8m $118.8m 0.53% Reduced -66.4k -66,418
33 JB Capital LLC 5.09% of their portfolio WETHERSFIELD, CT 2,525,9592.5m $118.0m $118.0m 5.09% Reduced -449.7k -449,675
34 STIFEL FINANCIAL CORP 0.11% of their portfolio ST. LOUIS, MO 2,525,5412.5m $118.0m $118.0m 0.11% Reduced -287.3k -287,329
35 Mason & Associates, LLC 28.28% of their portfolio NEWPORT NEWS, VA 2,435,8172.4m $112.6m $112.6m 28.28% Added +1 +1
36 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,271,4072.3m $106.1m $106.1m 0.01% Reduced -123.3k -123,254
37 First Command Advisory Services, Inc. 0.75% of their portfolio FORT WORTH, TX 2,210,8252.2m $103.3m $103.3m 0.75% Added +112.9k +112,933
38 Thrivent Financial for Lutherans 0.17% of their portfolio Minneapolis, MN 1,862,6721.9m $87.0m $87.0m 0.17% Added +1.8m +1,808,643
39 Savvy Advisors, Inc. 3.81% of their portfolio NEW YORK, NY 1,774,5621.8m $82.9m $82.9m 3.81% Added +644.8k +644,791
40 ASSETMARK, INC 0.18% of their portfolio CONCORD, CA 1,758,7911.8m $82.2m $82.2m 0.18% Added +58.4k +58,444
41 Integrated Wealth Concepts LLC 0.67% of their portfolio WALTHAM, MA 1,612,4981.6m $75.3m $75.3m 0.67% Added +53.3k +53,285
42 MCMORGAN & CO LLC 11.49% of their portfolio SAN FRANCISCO, CA 1,597,3241.6m $74.6m $74.6m 11.49% Reduced -71.1k -71,090
43 Compass Ion Advisors, LLC 7.12% of their portfolio CONSHOHOCKEN, PA 1,581,0861.6m $73.9m $73.9m 7.12% Added +80.6k +80,618
44 TRUIST FINANCIAL CORP 0.10% of their portfolio CHARLOTTE, NC 1,543,4521.5m $72.1m $72.1m 0.10% Reduced -68.6k -68,561
45 Farther Finance Advisors, LLC 1.09% of their portfolio SAN FRANCISCO, CA 1,537,5011.5m $71.8m $71.8m 1.09% Reduced -951.3k -951,260
46 US BANCORP \DE\ 0.08% of their portfolio MINNEAPOLIS, MN 1,473,6291.5m $68.8m $68.8m 0.08% Reduced -143.1k -143,112
47 Cambridge Investment Research Advisors, Inc. 0.19% of their portfolio FAIRFIELD, IA 1,456,5871.5m $68.0m $68.0m 0.19% Reduced -92.7k -92,730
48 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 1,434,2121.4m $67.0m $67.0m 0.04% Added +6.7k +6,738
49 FMR LLC 0.00% of their portfolio BOSTON, MA 1,394,3671.4m $65.1m $65.1m 0.00% Reduced -82.7k -82,676
50 Focus Partners Wealth 0.10% of their portfolio ST LOUIS, MO 1,361,6151.4m $63.6m $63.6m 0.10% Added +28.0k +27,991
51 Affinity Capital Advisors, LLC 9.36% of their portfolio BERKELEY, CA 1,303,7581.3m $60.9m $60.9m 9.36% Added +101.7k +101,692
52 CITADEL ADVISORS LLC 0.05% of their portfolio MIAMI, FL 1,281,9841.3m $59.9m $59.9m 0.05% New
53 Baker Avenue Asset Management, LP 1.43% of their portfolio SAN FRANCISCO, CA 1,278,4021.3m $59.7m $59.7m 1.43% Added +25.4k +25,410
54 &PARTNERS 0.37% of their portfolio NASHVILLE, TN 1,242,3171.2m $58.0m $58.0m 0.37% Added +134.7k +134,665
55 Kestra Advisory Services, LLC 0.26% of their portfolio AUSTIN, TX 1,225,1141.2m $57.2m $57.2m 0.26% Reduced -67.7k -67,746
56 SOFI WEALTH, LLC 2.86% of their portfolio SAN FRANCISCO, CA 1,138,8631.1m $53.2m $53.2m 2.86% Reduced -180.2k -180,237
57 Intelligence Driven Advisers, LLC 7.23% of their portfolio CARLSBAD, CA 1,116,2791.1m $52.1m $52.1m 7.23% Added +72.5k +72,539
58 Sharkey, Howes & Javer 6.59% of their portfolio DENVER, CO 1,097,8281.1m $51.3m $51.3m 6.59% Reduced -205.0k -204,988
59 SteelPeak Wealth, LLC 1.68% of their portfolio WOODLAND HILLS, CA 1,073,0851.1m $50.1m $50.1m 1.68% Reduced -127.3k -127,264
60 Atria Investments, Inc 0.55% of their portfolio Charlotte, NC 1,035,6111.0m $48.4m $48.4m 0.55% Reduced -150.9k -150,883
61 Avidian Wealth Enterprises, LLC 1.79% of their portfolio Houston, TX 1,015,2831.0m $47.4m $47.4m 1.79% Added +14.5k +14,543
62 Stone House Investment Management, LLC 7.85% of their portfolio TUNKHANNOCK, PA 997,268997.3k $46.6m $46.6m 7.85% Reduced -117.8k -117,826
63 Global Strategic Investment Solutions, LLC 4.62% of their portfolio Scottsdale, AZ 991,190991.2k $46.3m $46.3m 4.62% Added +127.2k +127,223
64 High Falls Advisors, Inc 9.38% of their portfolio ROCHESTER, NY 975,631975.6k $45.6m $45.6m 9.38% Reduced -141.7k -141,713
65 CreativeOne Wealth, LLC 1.11% of their portfolio OVERLAND PARK, KS 971,984972.0k $45.4m $45.4m 1.11% Added +16.2k +16,203
66 Icon Wealth Advisors, LLC 3.04% of their portfolio HOUSTON, TX 959,066959.1k $44.8m $44.8m 3.04% Reduced -189.8k -189,831
67 Destination Wealth Management 1.23% of their portfolio Walnut Creek, CA 954,445954.4k $44.6m $44.6m 1.23% Added +23.9k +23,912
68 INTEGRITY ALLIANCE, LLC. 2.02% of their portfolio Urbandale, IA 917,130917.1k $42.8m $42.8m 2.02% Added +117.5k +117,484
69 KEYBANK NATIONAL ASSOCIATION/OH 0.15% of their portfolio BROOKLYN, OH 915,200915.2k $42.7m $42.7m 0.15% Reduced -5.8k -5,806
70 REGIONS FINANCIAL CORP 0.14% of their portfolio BIRMINGHAM, AL 908,616908.6k $42.4m $42.4m 0.14% Added +12.5k +12,503
71 Baird Financial Group, Inc. 0.07% of their portfolio MILWAUKEE, WI 904,172904.2k $42.2m $42.2m 0.07% Reduced -8.8k -8,786
72 NorthRock Partners, LLC 0.75% of their portfolio MINNEAPOLIS, MN 888,108888.1k $41.5m $41.5m 0.75% New
73 Stash Investments, LLC 17.48% of their portfolio NEW YORK, NY 870,082870.1k $40.6m $40.6m 17.48% Added +68.8k +68,843
74 UNIVEST FINANCIAL Corp 2.18% of their portfolio SOUDERTON, PA 832,918832.9k $38.9m $38.9m 2.18% Added +99.8k +99,806
75 Orion Porfolio Solutions, LLC 0.29% of their portfolio OMAHA, NE 802,688802.7k $37.5m $37.5m 0.29% Reduced -21.8k -21,807
76 JACOBSON & SCHMITT ADVISORS, LLC 6.12% of their portfolio MIDDLETON, WI 763,844763.8k $35.7m $35.7m 6.12% Added +17.3k +17,297
77 Composition Wealth, LLC 0.53% of their portfolio LOS ANGELES, CA 753,685753.7k $35.2m $35.2m 0.53% Added +3.5k +3,455
78 Strategic Blueprint, LLC 1.36% of their portfolio ATLANTA, GA 666,154666.2k $31.1m $31.1m 1.36% Reduced -29.9k -29,898
79 GM Advisory Group, LLC 1.32% of their portfolio MELVILLE, NY 665,565665.6k $31.1m $31.1m 1.32% Reduced -21.6k -21,615
80 Apella Capital, LLC 0.69% of their portfolio WEST HARTFORD, CT 662,537662.5k $31.2m $31.2m 0.69% Added +145.2k +145,220
81 LANDMARK WEALTH MANAGEMENT, INC. 11.89% of their portfolio NORMAL, IL 651,897651.9k $30.5m $30.5m 11.89% Added +54.4k +54,409
82 ONE Advisory Partners, LLC 9.30% of their portfolio OVERLAND PARK, KS 647,595647.6k $30.3m $30.3m 9.30% Reduced -29.8k -29,845
83 Trek Financial, LLC 1.75% of their portfolio Scottsdale, AZ 627,759627.8k $29.3m $29.3m 1.75% Added +9.2k +9,191
84 ELEVATION WEALTH PARTNERS, LLC 10.36% of their portfolio WALNUT CREEK, CA 615,627615.6k $28.8m $28.8m 10.36% Added +14.6k +14,614
85 Perigon Wealth Management, LLC 0.56% of their portfolio SAN FRANCISCO, CA 582,778582.8k $27.2m $27.2m 0.56% Reduced -1.1k -1,110
86 Summit Financial, LLC 0.41% of their portfolio PARSIPPANY, NJ 581,987582.0k $27.2m $27.2m 0.41% Added +67.2k +67,238
87 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 566,341566.3k $26.5m $26.5m 0.04% Added +35.0k +34,967
88 Stokes Family Office, LLC 2.50% of their portfolio NEW ORLEANS, LA 564,323564.3k $26.4m $26.4m 2.50% Reduced -101.6k -101,622
89 Keystone Financial Services 8.15% of their portfolio LOVELAND, CO 562,880562.9k $26.3m $26.3m 8.15% Added +1.6k +1,570
90 Blue Trust, Inc. 0.29% of their portfolio BRENTWOOD, TN 551,435551.4k $25.8m $25.8m 0.29% Reduced -213.0k -213,035
91 Horst & Graben Wealth Management LLC 3.90% of their portfolio PORTLAND, OR 546,080546.1k $25.5m $25.5m 3.90% Reduced -128.2k -128,217
92 Legacy Financial Group LLC 3.32% of their portfolio DES MOINES, IA 543,077543.1k $25.4m $25.4m 3.32% Reduced -31.6k -31,588
93 MGO ONE SEVEN LLC 0.58% of their portfolio Beachwood, OH 541,109541.1k $25.3m $25.3m 0.58% Added +385.7k +385,699
94 PRINCIPAL SECURITIES, INC. 0.40% of their portfolio DES MOINES, IA 524,695524.7k $24.5m $24.5m 0.40% Added +57.1k +57,121
95 Compound Planning, Inc. 0.79% of their portfolio NEW YORK, NY 520,584520.6k $24.3m $24.3m 0.79% Reduced -5.6k -5,576
96 Brookstone Capital Management 0.28% of their portfolio WHEATON, IL 500,993501.0k $23.4m $23.4m 0.28% Reduced -40.7k -40,688
97 Invst, LLC 2.62% of their portfolio INDIANAPOLIS, IN 493,681493.7k $23.1m $23.1m 2.62% Reduced -102.6k -102,575
98 PAX Financial Group, LLC 4.14% of their portfolio SAN ANTONIO, TX 491,744491.7k $23.0m $23.0m 4.14% Reduced -25.3k -25,343
99 KWB Wealth 2.50% of their portfolio REDLANDS, CA 489,688489.7k $22.6m $22.6m 2.50% Added +38.7k +38,681
100 AE Wealth Management LLC 0.14% of their portfolio TOPEKA, KS 482,387482.4k $22.5m $22.5m 0.14% Added +30.4k +30,420