Vault-13

ISHARES TR IUSB

CORE TOTAL USD · ETP · CUSIP 46434V613

849 institutional holders +2 vs Q4 2025
763,695,604763.7m shares reported held*
$35.1bnreported value*
68 new 461 added 217 reduced 59 sold out net bought ≈ $2.3bn (+51.3m 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 ($243.2m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $45.95.

Trends to Q1 2026

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: 847Q1 26: 849849Q3 22Q3 23Q3 24Q3 25Q1 26
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
Q1 2026849

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ2 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 25Q4 25: 450 bought or addedQ4 25: 293 cut or sold outQ1 26: 529 bought or addedQ1 26: 276 cut or sold outQ1 26
Numbers
QuarterBought or addedCut or sold out
Q2 2024346291
Q3 2024457192
Q4 2024308355
Q1 2025340376
Q2 2025295428
Q3 2025328401
Q4 2025450293
Q1 2026529276

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +13,988,989+14.0m
Johnson Financial Group, Inc. Added +4,982,541+5.0m
Gallagher Fiduciary Advisors, LLC Added +3,298,042+3.3m
Kestra Investment Management, LLC Added +3,041,472+3.0m
JONES FINANCIAL COMPANIES LLLP Added +3,022,787+3.0m
Mariner, LLC Added +2,827,907+2.8m
VICTORY CAPITAL MANAGEMENT INC New +2,397,900+2.4m
LPL Financial LLC Added +1,775,051+1.8m
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO Added +1,715,293+1.7m
WELLS FARGO & COMPANY/MN Added +1,616,099+1.6m

Biggest sellers

Align Financial, LLC Reduced -2,773,313-2.8m
US BANCORP \DE\ Reduced -1,473,827-1.5m
BlackRock, Inc. Reduced -1,116,399-1.1m
Corient Private Wealth LP Reduced -586,170-586.2k
Coppell Advisory Solutions LLC Sold out -458,281-458.3k
MCMORGAN & CO LLC Reduced -367,668-367.7k
Central Pacific Bank - Trust Division Reduced -278,373-278.4k
MERCER GLOBAL ADVISORS INC /ADV Reduced -270,299-270.3k
Focus Partners Wealth Reduced -257,827-257.8k
Orion Porfolio Solutions, LLC Reduced -203,120-203.1k

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, Q1 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.65% of their portfolio Berwyn, PA 133,081,202133.1m $6.1bn $6.1bn 1.65% Added +14.0m +13,988,989
2 JONES FINANCIAL COMPANIES LLLP 1.75% of their portfolio DES PERES, MO 79,586,89179.6m $3.7bn $3.7bn 1.75% Added +3.0m +3,022,787
3 BlackRock, Inc. 0.06% of their portfolio New York, NY 70,760,96570.8m $3.3bn $3.3bn 0.06% Reduced -1.1m -1,116,399
4 WELLS FARGO & COMPANY/MN 0.46% of their portfolio SAN FRANCISCO, CA 49,562,67749.6m $2.3bn $2.3bn 0.46% Added +1.6m +1,616,099
5 LPL Financial LLC 0.58% of their portfolio FORT MILL, SC 47,282,50647.3m $2.2bn $2.2bn 0.58% Added +1.8m +1,775,051
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.86% of their portfolio MILWAUKEE, WI 30,338,04730.3m $1.4bn $1.4bn 0.86% Added +1.7m +1,715,293
7 MORGAN STANLEY 0.07% of their portfolio NEW YORK, NY 25,978,50226.0m $1.2bn $1.2bn 0.07% Added +1.3m +1,278,158
8 Mariner, LLC 1.02% of their portfolio Overland Park, KS 18,948,19318.9m $875.2m $875.2m 1.02% Added +2.8m +2,827,907
9 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 17,909,53417.9m $825.6m $825.6m 0.06% Added +62.8k +62,788
10 CWM, LLC 2.14% of their portfolio OMAHA, NE 17,616,67117.6m $813.7m $813.7m 2.14% Added +422.5k +422,500
11 Envestnet Portfolio Solutions, Inc. 3.21% of their portfolio BERWYN, PA 12,537,35012.5m $579.1m $579.1m 3.21% Added +69.8k +69,763
12 AMERIPRISE FINANCIAL INC 0.12% of their portfolio MINNEAPOLIS, MN 11,541,94111.5m $533.1m $533.1m 0.12% Added +429.3k +429,310
13 Bank of New York Mellon Corp 0.09% of their portfolio NEW YORK, NY 10,974,17011.0m $506.9m $506.9m 0.09% Added +1.3m +1,333,886
14 Cetera Investment Advisers 0.49% of their portfolio SCHAUMBURG, IL 10,043,01310.0m $463.9m $463.9m 0.49% Added +520.1k +520,120
15 PARK AVENUE SECURITIES LLC 3.23% of their portfolio NEW YORK, NY 8,956,7739.0m $413.7m $413.7m 3.23% Added +352.9k +352,950
16 Janney Montgomery Scott LLC 0.88% of their portfolio PHILADELPHIA, PA 7,713,4877.7m $356.3m $356.3m 0.88% Added +618.6k +618,614
17 Kestra Investment Management, LLC 6.09% of their portfolio AUSTIN, TX 7,645,6477.6m $353.2m $353.2m 6.09% Added +3.0m +3,041,472
18 OneDigital Investment Advisors LLC 3.43% of their portfolio OVERLAND PARK, KS 7,590,4267.6m $350.6m $350.6m 3.43% Added +730.0k +729,973
19 MML INVESTORS SERVICES, LLC 0.93% of their portfolio SPRINGFIELD, MA 7,265,2287.3m $335.6m $335.6m 0.93% Reduced -172.7k -172,727
20 SigFig Wealth Management, LLC 7.09% of their portfolio SAN FRANCISCO, CA 5,234,9985.2m $241.8m $241.8m 7.09% Added +604.0k +603,965
21 Johnson Financial Group, Inc. 8.45% of their portfolio RACINE, WI 5,053,4475.1m $233.4m $233.4m 8.45% Added +5.0m +4,982,541
22 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 4,938,2174.9m $228.1m $228.1m 0.07% Added +411.9k +411,929
23 Wealthspire Advisors, LLC 1.71% of their portfolio NEW YORK, NY 4,727,2434.7m $218.4m $218.4m 1.71% Added +109.4k +109,429
24 GeoWealth Management, LLC 7.76% of their portfolio CHICAGO, IL 4,664,2934.7m $215.4m $215.4m 7.76% Added +81.8k +81,788
25 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 4,298,0704.3m $198.5m $198.5m 0.04% Added +324.8k +324,754
26 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.17% of their portfolio IRVING, TX 4,101,1874.1m $189.5m $189.5m 1.17% Added +107.2k +107,205
27 Foundations Investment Advisors, LLC 2.16% of their portfolio PHOENIX, AZ 3,776,6453.8m $174.4m $174.4m 2.16% Added +414.2k +414,230
28 Gallagher Fiduciary Advisors, LLC 0.04% of their portfolio ROLLING MEADOWS, IL 3,392,5173.4m $1.0m $1.0m 0.04% Added +3.3m +3,298,042
29 Savvy Advisors, Inc. 4.14% of their portfolio NEW YORK, NY 3,343,3143.3m $154.4m $154.4m 4.14% Added +503.6k +503,619
30 First Command Advisory Services, Inc. 0.97% of their portfolio FORT WORTH, TX 3,106,9703.1m $143.5m $143.5m 0.97% Added +412.3k +412,309
31 NewEdge Advisors, LLC 0.52% of their portfolio NEW ORLEANS, LA 3,087,4633.1m $142.6m $142.6m 0.52% Added +253.0k +252,999
32 COMMONWEALTH EQUITY SERVICES, LLC 0.19% of their portfolio WALTHAM, MA 2,965,7473.0m $137.0m $137.0m 0.19% Reduced -156.0k -155,968
33 STIFEL FINANCIAL CORP 0.12% of their portfolio ST. LOUIS, MO 2,926,3452.9m $135.2m $135.2m 0.12% Added +200.5k +200,483
34 Mason & Associates, LLC 30.64% of their portfolio NEWPORT NEWS, VA 2,897,2502.9m $133.8m $133.8m 30.64% Added +66.1k +66,130
35 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,817,5082.8m $130.1m $130.1m 0.02% Reduced -199.8k -199,812
36 OSAIC HOLDINGS, INC. 0.19% of their portfolio SCOTTSDALE, AZ 2,772,2182.8m $128.1m $128.1m 0.19% Reduced -201.0k -200,986
37 Sanctuary Advisors, LLC 0.67% of their portfolio INDIANAPOLIS, IN 2,667,7102.7m $123.2m $123.2m 0.67% Added +125.3k +125,278
38 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 2,522,9742.5m $116.5m $116.5m 0.01% Added +89.8k +89,781
39 JB Capital LLC 4.69% of their portfolio WETHERSFIELD, CT 2,512,1962.5m $116.0m $116.0m 4.69% Added +130.7k +130,691
40 Allworth Financial LP 0.46% of their portfolio FOLSOM, CA 2,456,4472.5m $113.5m $113.5m 0.46% Reduced -39.8k -39,778
41 VICTORY CAPITAL MANAGEMENT INC 0.07% of their portfolio San Antonio, TX 2,397,9002.4m $110.8m $110.8m 0.07% New
42 Symmetry Partners, LLC 5.93% of their portfolio GLASTONBURY, CT 2,248,8402.2m $103.9m $103.9m 5.93% Added +14.0k +13,968
43 Farther Finance Advisors, LLC 0.94% of their portfolio SAN FRANCISCO, CA 2,164,1942.2m $99.7m $99.7m 0.94% Added +460.8k +460,804
44 ASSETMARK, INC 0.18% of their portfolio CONCORD, CA 1,864,3661.9m $86.1m $86.1m 0.18% Added +66.5k +66,508
45 Thrivent Financial for Lutherans 0.16% of their portfolio Minneapolis, MN 1,863,4941.9m $86.0m $86.0m 0.16% Added +5.4k +5,378
46 TRUIST FINANCIAL CORP 0.11% of their portfolio CHARLOTTE, NC 1,760,8121.8m $81.3m $81.3m 0.11% Added +100.3k +100,262
47 Compass Ion Advisors, LLC 7.73% of their portfolio CONSHOHOCKEN, PA 1,755,3881.8m $81.1m $81.1m 7.73% Added +66.7k +66,698
48 Cambridge Investment Research Advisors, Inc. 0.19% of their portfolio FAIRFIELD, IA 1,621,1331.6m $74.9m $74.9m 0.19% Added +122.7k +122,737
49 SOFI WEALTH, LLC 3.46% of their portfolio SAN FRANCISCO, CA 1,553,7641.6m $71.8m $71.8m 3.46% Added +346.4k +346,365
50 Baker Avenue Asset Management, LP 1.56% of their portfolio SAN FRANCISCO, CA 1,481,0531.5m $68.4m $68.4m 1.56% Added +49.7k +49,654
51 PNC Financial Services Group, Inc. 0.04% of their portfolio Pittsburgh, PA 1,455,3971.5m $67.2m $67.2m 0.04% Added +14.5k +14,473
52 FMR LLC 0.00% of their portfolio BOSTON, MA 1,387,1651.4m $64.1m $64.1m 0.00% Added +67.8k +67,776
53 Affinity Capital Advisors, LLC 8.85% of their portfolio BERKELEY, CA 1,366,9321.4m $63.1m $63.1m 8.85% Reduced -20.2k -20,214
54 Focus Partners Wealth 0.07% of their portfolio ST LOUIS, MO 1,350,0401.4m $62.4m $62.4m 0.07% Reduced -257.8k -257,827
55 Integrated Wealth Concepts LLC 0.48% of their portfolio WALTHAM, MA 1,307,8161.3m $60.4m $60.4m 0.48% Added +178.8k +178,762
56 Kestra Advisory Services, LLC 0.22% of their portfolio AUSTIN, TX 1,281,1071.3m $59.2m $59.2m 0.22% Reduced -37.3k -37,307
57 Global Strategic Investment Solutions, LLC 5.75% of their portfolio Scottsdale, AZ 1,266,5621.3m $58.5m $58.5m 5.75% Added +40.1k +40,138
58 MCMORGAN & CO LLC 9.32% of their portfolio SAN FRANCISCO, CA 1,247,4711.2m $57.6m $57.6m 9.32% Reduced -367.7k -367,668
59 &PARTNERS 0.28% of their portfolio NASHVILLE, TN 1,229,9251.2m $56.8m $56.8m 0.28% Reduced -70.3k -70,301
60 NorthRock Partners, LLC 0.89% of their portfolio MINNEAPOLIS, MN 1,191,8521.2m $55.1m $55.1m 0.89% Added +29.6k +29,586
61 Apella Capital, LLC 0.78% of their portfolio WEST HARTFORD, CT 1,122,4301.1m $52.2m $52.2m 0.78% Added +295.9k +295,869
62 UNIVEST FINANCIAL Corp 2.86% of their portfolio SOUDERTON, PA 1,101,3901.1m $50.9m $50.9m 2.86% Added +104.6k +104,619
63 Avidian Wealth Enterprises, LLC 1.61% of their portfolio Houston, TX 1,099,7091.1m $50.8m $50.8m 1.61% Added +70.7k +70,721
64 SteelPeak Wealth, LLC 1.58% of their portfolio WOODLAND HILLS, CA 1,090,9591.1m $50.4m $50.4m 1.58% Reduced -2.6k -2,618
65 Atria Investments, Inc 0.55% of their portfolio Charlotte, NC 1,072,6191.1m $49.5m $49.5m 0.55% Added +30.8k +30,827
66 Destination Wealth Management 1.25% of their portfolio Walnut Creek, CA 1,044,6841.0m $48.3m $48.3m 1.25% Added +40.5k +40,484
67 REGIONS FINANCIAL CORP 0.31% of their portfolio BIRMINGHAM, AL 1,037,6511.0m $47.9m $47.9m 0.31% Added +63.9k +63,896
68 Icon Wealth Advisors, LLC 3.07% of their portfolio HOUSTON, TX 1,026,0401.0m $47.3m $47.3m 3.07% Added +104.4k +104,372
69 CreativeOne Wealth, LLC 1.10% of their portfolio OVERLAND PARK, KS 1,025,8091.0m $47.4m $47.4m 1.10% Added +51.6k +51,636
70 Stash Investments, LLC 17.71% of their portfolio NEW YORK, NY 988,610988.6k $45.7m $45.7m 17.71% Added +43.5k +43,523
71 Sharkey, Howes & Javer 6.12% of their portfolio DENVER, CO 983,682983.7k $45.4m $45.4m 6.12% Reduced -29.9k -29,883
72 Stone House Investment Management, LLC 8.09% of their portfolio TUNKHANNOCK, PA 977,212977.2k $45.1m $45.1m 8.09% Added +34.2k +34,187
73 Johnson Bixby & Associates, LLC 5.58% of their portfolio VANCOUVER, WA 974,524974.5k $45.0m $45.0m 5.58% Added +46.1k +46,083
74 KEYBANK NATIONAL ASSOCIATION/OH 0.16% of their portfolio BROOKLYN, OH 973,061973.1k $44.9m $44.9m 0.16% Added +20.7k +20,695
75 Intelligence Driven Advisers, LLC 7.82% of their portfolio CARLSBAD, CA 971,550971.5k $44.9m $44.9m 7.82% Reduced -70.9k -70,909
76 Spire Wealth Management 1.38% of their portfolio MCLEAN, VA 878,036878.0k $40.6m $40.6m 1.38% Added +424.0k +423,956
77 MGO ONE SEVEN LLC 0.81% of their portfolio Beachwood, OH 871,594871.6k $40.3m $40.3m 0.81% Added +39.2k +39,204
78 INTEGRITY ALLIANCE, LLC. 1.52% of their portfolio Urbandale, IA 865,259865.3k $40.0m $40.0m 1.52% Added +61.3k +61,263
79 Composition Wealth, LLC 0.52% of their portfolio LOS ANGELES, CA 815,121815.1k $37.7m $37.7m 0.52% Added +34.3k +34,252
80 JACOBSON & SCHMITT ADVISORS, LLC 6.68% of their portfolio MIDDLETON, WI 797,346797.3k $36.8m $36.8m 6.68% Added +18.1k +18,144
81 Strategic Blueprint, LLC 2.06% of their portfolio ATLANTA, GA 767,496767.5k $35.5m $35.5m 2.06% Added +70.1k +70,080
82 JT Stratford LLC 4.34% of their portfolio GAINESVILLE, GA 738,320738.3k $34.1m $34.1m 4.34% Reduced -82.9k -82,920
83 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 718,506718.5k $33.2m $33.2m 0.05% Reduced -195.7k -195,739
84 Summit Financial, LLC 0.42% of their portfolio PARSIPPANY, NJ 714,406714.4k $33.0m $33.0m 0.42% Added +115.5k +115,470
85 ONE Advisory Partners, LLC 10.12% of their portfolio OVERLAND PARK, KS 711,117711.1k $32.8m $32.8m 10.12% Added +33.8k +33,776
86 ELEVATION WEALTH PARTNERS, LLC 11.44% of their portfolio WALNUT CREEK, CA 691,129691.1k $31.9m $31.9m 11.44% Added +20.1k +20,074
87 Trek Financial, LLC 1.69% of their portfolio Scottsdale, AZ 690,755690.8k $31.9m $31.9m 1.69% Added +50.7k +50,704
88 LANDMARK WEALTH MANAGEMENT, INC. 11.85% of their portfolio NORMAL, IL 680,126680.1k $31.4m $31.4m 11.85% Added +12.7k +12,679
89 Perigon Wealth Management, LLC 0.57% of their portfolio SAN FRANCISCO, CA 679,198679.2k $31.4m $31.4m 0.57% Added +45.8k +45,772
90 Orion Porfolio Solutions, LLC 0.26% of their portfolio OMAHA, NE 672,959673.0k $31.1m $31.1m 0.26% Reduced -203.1k -203,120
91 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 654,806654.8k $30.2m $30.2m 0.07% Added +514.0k +514,005
92 AE Wealth Management LLC 0.16% of their portfolio TOPEKA, KS 643,239643.2k $29.7m $29.7m 0.16% Added +54.6k +54,643
93 Compound Planning, Inc. 0.90% of their portfolio NEW YORK, NY 633,452633.5k $29.3m $29.3m 0.90% Added +59.5k +59,455
94 PRINCIPAL SECURITIES, INC. 0.42% of their portfolio DES MOINES, IA 614,297614.3k $28.4m $28.4m 0.42% Added +71.0k +70,971
95 World Investment Advisors 0.46% of their portfolio LINCROFT, NJ 611,837611.8k $28.3m $28.3m 0.46% Added +27.0k +26,981
96 Corient Private Wealth LP 0.04% of their portfolio MIAMI, FL 576,560576.6k $26.6m $26.6m 0.04% Reduced -586.2k -586,170
97 Stokes Family Office, LLC 2.74% of their portfolio NEW ORLEANS, LA 574,741574.7k $26.5m $26.5m 2.74% Reduced -50.0k -49,950
98 GM Advisory Group, LLC 1.02% of their portfolio MELVILLE, NY 573,367573.4k $26.5m $26.5m 1.02% Reduced -7.3k -7,263
99 Horst & Graben Wealth Management LLC 3.63% of their portfolio PORTLAND, OR 570,855570.9k $26.4m $26.4m 3.63% Added +10.8k +10,830
100 Brookstone Capital Management 0.30% of their portfolio WHEATON, IL 564,166564.2k $26.1m $26.1m 0.30% Added +35.6k +35,610