Vault-13

ISHARES TR IUSB

CORE TOTAL USD · ETP · CUSIP 46434V613

847 institutional holders +91 vs Q3 2025
715,840,950715.8m shares reported held*
$33.2bnreported value*
79 new 371 added 247 reduced 46 sold out net bought ≈ $421.0m (+9.0m 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 ($227.6m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.36.

Trends to Q4 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: 756Q4 25: 847847Q3 22Q2 23Q1 24Q4 24Q4 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
Q4 2025847

Buyers vs sellers

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

Bought or addedCut or sold out
5000500Q1 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 25Q3 25: 328 bought or addedQ3 25: 401 cut or sold outQ4 25: 450 bought or addedQ4 25: 293 cut or sold outQ4 25
Numbers
QuarterBought or addedCut or sold out
Q1 2024452179
Q2 2024346291
Q3 2024457192
Q4 2024308355
Q1 2025340376
Q2 2025295428
Q3 2025328401
Q4 2025450293

Calls vs puts

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

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

Biggest buyers

BlackRock, Inc. Added +9,482,372+9.5m
JONES FINANCIAL COMPANIES LLLP Added +5,199,995+5.2m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +2,324,731+2.3m
Symmetry Partners, LLC New +2,234,872+2.2m
Mariner, LLC Added +2,115,404+2.1m
MORGAN STANLEY Added +1,931,838+1.9m
WELLS FARGO & COMPANY/MN Added +1,331,490+1.3m
Savvy Advisors, Inc. Added +1,065,133+1.1m
LPL Financial LLC Added +966,130+966.1k
Johnson Bixby & Associates, LLC New +928,441+928.4k

Biggest sellers

JPMORGAN CHASE & CO Reduced -21,540,040-21.5m
ENVESTNET ASSET MANAGEMENT INC Reduced -4,132,358-4.1m
Sanctuary Advisors, LLC Reduced -2,965,327-3.0m
CITADEL ADVISORS LLC Sold out -1,281,984-1.3m
Integrated Wealth Concepts LLC Reduced -483,444-483.4k
PARK AVENUE SECURITIES LLC Reduced -323,274-323.3k
OSAIC HOLDINGS, INC. Reduced -303,772-303.8k
ASHTON THOMAS SECURITIES, LLC Sold out -253,548-253.5k
RENAISSANCE TECHNOLOGIES LLC Sold out -211,800-211.8k
Janney Montgomery Scott LLC Reduced -192,458-192.5k

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, Q4 2025

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.64% of their portfolio Berwyn, PA 119,092,213119.1m $5.5bn $5.5bn 1.64% Reduced -4.1m -4,132,358
2 JONES FINANCIAL COMPANIES LLLP 2.17% of their portfolio DES PERES, MO 76,564,10476.6m $3.6bn $3.6bn 2.17% Added +5.2m +5,199,995
3 BlackRock, Inc. 0.06% of their portfolio New York, NY 71,877,36471.9m $3.3bn $3.3bn 0.06% Added +9.5m +9,482,372
4 WELLS FARGO & COMPANY/MN 0.44% of their portfolio SAN FRANCISCO, CA 47,946,57847.9m $2.2bn $2.2bn 0.44% Added +1.3m +1,331,490
5 LPL Financial LLC 0.58% of their portfolio FORT MILL, SC 45,507,45545.5m $2.1bn $2.1bn 0.58% Added +966.1k +966,130
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.84% of their portfolio MILWAUKEE, WI 28,622,75428.6m $1.3bn $1.3bn 0.84% Added +2.3m +2,324,731
7 MORGAN STANLEY 0.07% of their portfolio NEW YORK, NY 24,700,34424.7m $1.1bn $1.1bn 0.07% Added +1.9m +1,931,838
8 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 17,846,74617.8m $830.6m $830.6m 0.06% Reduced -21.5m -21,540,040
9 CWM, LLC 2.17% of their portfolio OMAHA, NE 17,194,17117.2m $800.2m $800.2m 2.17% Added +85.4k +85,428
10 Mariner, LLC 0.89% of their portfolio Overland Park, KS 16,120,28616.1m $750.2m $750.2m 0.89% Added +2.1m +2,115,404
11 Envestnet Portfolio Solutions, Inc. 2.04% of their portfolio BERWYN, PA 12,467,58712.5m $580.2m $580.2m 2.04% Added +363.7k +363,749
12 AMERIPRISE FINANCIAL INC 0.12% of their portfolio MINNEAPOLIS, MN 11,112,63111.1m $517.1m $517.1m 0.12% Added +46.0k +45,985
13 Bank of New York Mellon Corp 0.08% of their portfolio NEW YORK, NY 9,640,2849.6m $448.7m $448.7m 0.08% Added +686.7k +686,685
14 Cetera Investment Advisers 0.48% of their portfolio SCHAUMBURG, IL 9,522,8939.5m $443.2m $443.2m 0.48% Added +439.3k +439,306
15 PARK AVENUE SECURITIES LLC 3.39% of their portfolio NEW YORK, NY 8,603,8238.6m $400.4m $400.4m 3.39% Reduced -323.3k -323,274
16 MML INVESTORS SERVICES, LLC 0.84% of their portfolio SPRINGFIELD, MA 7,437,9557.4m $346.2m $346.2m 0.84% Added +468.6k +468,601
17 Janney Montgomery Scott LLC 0.76% of their portfolio PHILADELPHIA, PA 7,094,8737.1m $330.2m $330.2m 0.76% Reduced -192.5k -192,458
18 OneDigital Investment Advisors LLC 3.13% of their portfolio OVERLAND PARK, KS 6,860,4536.9m $319.3m $319.3m 3.13% Added +193.2k +193,248
19 SigFig Wealth Management, LLC 6.42% of their portfolio SAN FRANCISCO, CA 4,631,0334.6m $215.5m $215.5m 6.42% Added +206.3k +206,261
20 Wealthspire Advisors, LLC 1.71% of their portfolio NEW YORK, NY 4,617,8144.6m $214.9m $214.9m 1.71% Added +228.4k +228,371
21 Kestra Investment Management, LLC 5.24% of their portfolio AUSTIN, TX 4,604,1754.6m $214.3m $214.3m 5.24% Added +381.5k +381,485
22 GeoWealth Management, LLC 7.86% of their portfolio CHICAGO, IL 4,582,5054.6m $213.3m $213.3m 7.86% Reduced -1.9k -1,885
23 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 4,526,2884.5m $210.7m $210.7m 0.07% Added +252.8k +252,840
24 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.12% of their portfolio IRVING, TX 3,993,9824.0m $185.9m $185.9m 1.12% Added +81.4k +81,437
25 ROYAL BANK OF CANADA 0.03% of their portfolio TORONTO, A6 3,973,3164.0m $184.9m $184.9m 0.03% Added +374.3k +374,273
26 Foundations Investment Advisors, LLC 2.05% of their portfolio PHOENIX, AZ 3,362,4153.4m $156.5m $156.5m 2.05% Added +90.3k +90,301
27 COMMONWEALTH EQUITY SERVICES, LLC 0.19% of their portfolio WALTHAM, MA 3,121,7153.1m $145.3m $145.3m 0.19% Added +10.7k +10,735
28 UBS Group AG 0.03% of their portfolio ZURICH, V8 3,017,3203.0m $140.4m $140.4m 0.03% Added +6.5k +6,537
29 OSAIC HOLDINGS, INC. 0.20% of their portfolio SCOTTSDALE, AZ 2,973,2043.0m $138.4m $138.4m 0.20% Reduced -303.8k -303,772
30 Align Financial, LLC 1.65% of their portfolio HERMANTOWN, MN 2,850,1102.9m $2.9m $2.9m 1.65% First filing
31 Savvy Advisors, Inc. 4.27% of their portfolio NEW YORK, NY 2,839,6952.8m $132.2m $132.2m 4.27% Added +1.1m +1,065,133
32 NewEdge Advisors, LLC 0.48% of their portfolio NEW ORLEANS, LA 2,834,4642.8m $131.9m $131.9m 0.48% Added +207.9k +207,887
33 Mason & Associates, LLC 29.96% of their portfolio NEWPORT NEWS, VA 2,831,1202.8m $131.8m $131.8m 29.96% Added +395.3k +395,303
34 STIFEL FINANCIAL CORP 0.11% of their portfolio ST. LOUIS, MO 2,725,8622.7m $126.9m $126.9m 0.11% Added +200.3k +200,321
35 First Command Advisory Services, Inc. 0.87% of their portfolio FORT WORTH, TX 2,694,6612.7m $125.4m $125.4m 0.87% Added +483.8k +483,836
36 Sanctuary Advisors, LLC 0.65% of their portfolio INDIANAPOLIS, IN 2,542,4322.5m $118.3m $118.3m 0.65% Reduced -3.0m -2,965,327
37 Allworth Financial LP 0.48% of their portfolio FOLSOM, CA 2,496,2252.5m $116.2m $116.2m 0.48% Reduced -46.1k -46,118
38 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,433,1932.4m $113.2m $113.2m 0.01% Added +161.8k +161,786
39 JB Capital LLC 4.52% of their portfolio WETHERSFIELD, CT 2,381,5052.4m $110.8m $110.8m 4.52% Reduced -144.5k -144,454
40 Symmetry Partners, LLC 6.16% of their portfolio GLASTONBURY, CT 2,234,8722.2m $104.0m $104.0m 6.16% New
41 Thrivent Financial for Lutherans 0.15% of their portfolio Minneapolis, MN 1,858,1161.9m $86.7m $86.7m 0.15% Reduced -4.6k -4,556
42 ASSETMARK, INC 0.17% of their portfolio CONCORD, CA 1,797,8581.8m $83.7m $83.7m 0.17% Added +39.1k +39,067
43 Farther Finance Advisors, LLC 0.85% of their portfolio SAN FRANCISCO, CA 1,703,3901.7m $79.3m $79.3m 0.85% Added +165.9k +165,889
44 Compass Ion Advisors, LLC 7.49% of their portfolio CONSHOHOCKEN, PA 1,688,6901.7m $78.6m $78.6m 7.49% Added +107.6k +107,604
45 TRUIST FINANCIAL CORP 0.10% of their portfolio CHARLOTTE, NC 1,660,5501.7m $77.3m $77.3m 0.10% Added +117.1k +117,098
46 MCMORGAN & CO LLC 12.46% of their portfolio SAN FRANCISCO, CA 1,615,1391.6m $75.2m $75.2m 12.46% Added +17.8k +17,815
47 Focus Partners Wealth 0.09% of their portfolio ST LOUIS, MO 1,607,8671.6m $74.8m $74.8m 0.09% Added +246.3k +246,252
48 US BANCORP \DE\ 0.08% of their portfolio MINNEAPOLIS, MN 1,502,9001.5m $69.9m $69.9m 0.08% Added +29.3k +29,271
49 Cambridge Investment Research Advisors, Inc. 0.18% of their portfolio FAIRFIELD, IA 1,498,3961.5m $69.7m $69.7m 0.18% Added +41.8k +41,809
50 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 1,440,9241.4m $67.1m $67.1m 0.04% Added +6.7k +6,712
51 Baker Avenue Asset Management, LP 1.54% of their portfolio SAN FRANCISCO, CA 1,431,3991.4m $66.6m $66.6m 1.54% Added +153.0k +152,997
52 Affinity Capital Advisors, LLC 8.93% of their portfolio BERKELEY, CA 1,387,1461.4m $64.6m $64.6m 8.93% Added +83.4k +83,388
53 FMR LLC 0.00% of their portfolio BOSTON, MA 1,319,3891.3m $61.4m $61.4m 0.00% Reduced -75.0k -74,978
54 Kestra Advisory Services, LLC 0.25% of their portfolio AUSTIN, TX 1,318,4141.3m $61.4m $61.4m 0.25% Added +93.3k +93,300
55 &PARTNERS 0.32% of their portfolio NASHVILLE, TN 1,300,2261.3m $60.6m $60.6m 0.32% Added +57.9k +57,909
56 Global Strategic Investment Solutions, LLC 5.58% of their portfolio Scottsdale, AZ 1,226,4241.2m $57.1m $57.1m 5.58% Added +235.2k +235,234
57 SOFI WEALTH, LLC 2.80% of their portfolio SAN FRANCISCO, CA 1,207,3991.2m $56.2m $56.2m 2.80% Added +68.5k +68,536
58 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 1,162,7301.2m $54.1m $54.1m 0.04% Added +596.4k +596,389
59 NorthRock Partners, LLC 0.91% of their portfolio MINNEAPOLIS, MN 1,162,2661.2m $54.1m $54.1m 0.91% Added +274.2k +274,158
60 Integrated Wealth Concepts LLC 0.62% of their portfolio WALTHAM, MA 1,129,0541.1m $52.5m $52.5m 0.62% Reduced -483.4k -483,444
61 SteelPeak Wealth, LLC 1.67% of their portfolio WOODLAND HILLS, CA 1,093,5771.1m $50.9m $50.9m 1.67% Added +20.5k +20,492
62 Intelligence Driven Advisers, LLC 6.94% of their portfolio CARLSBAD, CA 1,042,4591.0m $48.5m $48.5m 6.94% Reduced -73.8k -73,820
63 Atria Investments, Inc 0.55% of their portfolio Charlotte, NC 1,041,7921.0m $48.5m $48.5m 0.55% Added +6.2k +6,181
64 Avidian Wealth Enterprises, LLC 1.74% of their portfolio Houston, TX 1,028,9881.0m $47.9m $47.9m 1.74% Added +13.7k +13,705
65 Sharkey, Howes & Javer 6.00% of their portfolio DENVER, CO 1,013,5651.0m $47.2m $47.2m 6.00% Reduced -84.3k -84,263
66 Destination Wealth Management 1.22% of their portfolio Walnut Creek, CA 1,004,2001.0m $46.7m $46.7m 1.22% Added +49.8k +49,755
67 UNIVEST FINANCIAL Corp 2.46% of their portfolio SOUDERTON, PA 996,771996.8k $46.4m $46.4m 2.46% Added +163.9k +163,853
68 CreativeOne Wealth, LLC 1.10% of their portfolio OVERLAND PARK, KS 974,173974.2k $45.3m $45.3m 1.10% Added +2.2k +2,189
69 REGIONS FINANCIAL CORP 0.29% of their portfolio BIRMINGHAM, AL 973,755973.8k $45.3m $45.3m 0.29% Added +65.1k +65,139
70 KEYBANK NATIONAL ASSOCIATION/OH 0.16% of their portfolio BROOKLYN, OH 952,366952.4k $44.3m $44.3m 0.16% Added +37.2k +37,166
71 High Falls Advisors, Inc 8.95% of their portfolio ROCHESTER, NY 949,545949.5k $44.2m $44.2m 8.95% Reduced -26.1k -26,086
72 Stash Investments, LLC 17.63% of their portfolio NEW YORK, NY 945,087945.1k $44.0m $44.0m 17.63% Added +75.0k +75,005
73 Stone House Investment Management, LLC 6.81% of their portfolio TUNKHANNOCK, PA 943,025943.0k $43.9m $43.9m 6.81% Reduced -54.2k -54,243
74 Johnson Bixby & Associates, LLC 5.36% of their portfolio VANCOUVER, WA 928,441928.4k $43.2m $43.2m 5.36% New
75 Icon Wealth Advisors, LLC 2.86% of their portfolio HOUSTON, TX 921,668921.7k $42.9m $42.9m 2.86% Reduced -37.4k -37,398
76 Baird Financial Group, Inc. 0.07% of their portfolio MILWAUKEE, WI 914,245914.2k $42.5m $42.5m 0.07% Added +10.1k +10,073
77 Orion Porfolio Solutions, LLC 0.30% of their portfolio OMAHA, NE 876,079876.1k $40.8m $40.8m 0.30% Added +73.4k +73,391
78 MGO ONE SEVEN LLC 0.79% of their portfolio Beachwood, OH 832,390832.4k $38.7m $38.7m 0.79% Added +291.3k +291,281
79 Apella Capital, LLC 0.76% of their portfolio WEST HARTFORD, CT 826,561826.6k $38.5m $38.5m 0.76% Added +164.0k +164,024
80 JT Stratford LLC 4.91% of their portfolio GAINESVILLE, GA 821,240821.2k $38.2m $38.2m 4.91% Added +461.8k +461,767
81 MLG Wealth Management DBA Pine Grove Financial Group 4.53% of their portfolio WOODBURY, MN 807,250807.2k $37.6m $37.6m 4.53% First filing
82 INTEGRITY ALLIANCE, LLC. 1.37% of their portfolio Urbandale, IA 803,996804.0k $37.4m $37.4m 1.37% Reduced -113.1k -113,134
83 Composition Wealth, LLC 0.52% of their portfolio LOS ANGELES, CA 780,869780.9k $36.3m $36.3m 0.52% Added +27.2k +27,184
84 JACOBSON & SCHMITT ADVISORS, LLC 6.11% of their portfolio MIDDLETON, WI 779,202779.2k $36.3m $36.3m 6.11% Added +15.4k +15,358
85 Strategic Blueprint, LLC 1.92% of their portfolio ATLANTA, GA 697,416697.4k $32.5m $32.5m 1.92% Added +31.3k +31,262
86 ONE Advisory Partners, LLC 9.51% of their portfolio OVERLAND PARK, KS 677,341677.3k $31.5m $31.5m 9.51% Added +29.7k +29,746
87 ELEVATION WEALTH PARTNERS, LLC 11.06% of their portfolio WALNUT CREEK, CA 671,055671.1k $31.2m $31.2m 11.06% Added +55.4k +55,428
88 LANDMARK WEALTH MANAGEMENT, INC. 11.73% of their portfolio NORMAL, IL 667,447667.4k $31.1m $31.1m 11.73% Added +15.6k +15,550
89 Trek Financial, LLC 1.73% of their portfolio Scottsdale, AZ 640,051640.1k $29.8m $29.8m 1.73% Added +12.3k +12,292
90 Perigon Wealth Management, LLC 0.53% of their portfolio SAN FRANCISCO, CA 633,426633.4k $29.5m $29.5m 0.53% Added +50.6k +50,648
91 Global Retirement Partners, LLC 0.52% of their portfolio San Rafael, CA 633,336633.3k $29.5m $29.5m 0.52% Added +272.5k +272,481
92 Stokes Family Office, LLC 2.66% of their portfolio NEW ORLEANS, LA 624,691624.7k $29.1m $29.1m 2.66% Added +60.4k +60,368
93 Summit Financial, LLC 0.41% of their portfolio PARSIPPANY, NJ 598,936598.9k $27.9m $27.9m 0.41% Added +16.9k +16,949
94 AE Wealth Management LLC 0.16% of their portfolio TOPEKA, KS 588,596588.6k $27.4m $27.4m 0.16% Added +106.2k +106,209
95 World Investment Advisors 0.45% of their portfolio LINCROFT, NJ 584,856584.9k $27.2m $27.2m 0.45% Added +349.0k +348,974
96 GM Advisory Group, LLC 1.06% of their portfolio MELVILLE, NY 580,630580.6k $27.0m $27.0m 1.06% Reduced -84.9k -84,935
97 Compound Planning, Inc. 0.79% of their portfolio NEW YORK, NY 573,997574.0k $26.7m $26.7m 0.79% Added +53.4k +53,413
98 Horst & Graben Wealth Management LLC 3.93% of their portfolio PORTLAND, OR 560,025560.0k $26.1m $26.1m 3.93% Added +13.9k +13,945
99 PRINCIPAL SECURITIES, INC. 0.39% of their portfolio DES MOINES, IA 543,326543.3k $25.3m $25.3m 0.39% Added +18.6k +18,631
100 Legacy Financial Group LLC 3.06% of their portfolio DES MOINES, IA 533,293533.3k $24.8m $24.8m 3.06% Reduced -9.8k -9,784