Vault-13

ISHARES TR IUSB

CORE TOTAL USD · ETP · CUSIP 46434V613

860 institutional holders +11 vs Q1 2026
896,365,858896.4m shares reported held*
$41.4bnreported value*
71 new 498 added 183 reduced 62 sold out net bought ≈ $7.2bn (+153.5m 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 ($360.5m this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $46.14.

Trends to Q2 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: 849Q2 26: 860860Q3 22Q3 23Q3 24Q3 25Q2 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
Q2 2026860

Buyers vs sellers

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

Bought or addedCut or sold out
1k01kQ3 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 25Q1 26: 529 bought or addedQ1 26: 276 cut or sold outQ2 26: 569 bought or addedQ2 26: 245 cut or sold outQ2 26
Numbers
QuarterBought or addedCut or sold out
Q3 2024457192
Q4 2024308355
Q1 2025340376
Q2 2025295428
Q3 2025328401
Q4 2025450293
Q1 2026529276
Q2 2026569245

Biggest buyers

ENVESTNET ASSET MANAGEMENT INC Added +46,930,552+46.9m
LPL Financial LLC Added +14,887,671+14.9m
BlackRock, Inc. Added +11,278,295+11.3m
JONES FINANCIAL COMPANIES LLLP Added +7,918,948+7.9m
MORGAN STANLEY Added +5,059,007+5.1m
JPMORGAN CHASE & CO Added +4,720,015+4.7m
Envestnet Portfolio Solutions, Inc. Added +4,399,948+4.4m
MML INVESTORS SERVICES, LLC Added +4,140,545+4.1m
PARK AVENUE SECURITIES LLC Added +3,956,867+4.0m
Bank of New York Mellon Corp Added +3,406,396+3.4m

Biggest sellers

Gallagher Fiduciary Advisors, LLC Reduced -3,292,359-3.3m
Kestra Investment Management, LLC Reduced -2,309,241-2.3m
J. Mark Nickell & Co. Sold out -511,929-511.9k
Allworth Financial LP Reduced -431,397-431.4k
CITADEL ADVISORS LLC Sold out -293,817-293.8k
Ascentis Independent Advisors Sold out -285,275-285.3k
ASHTON THOMAS SECURITIES, LLC Sold out -263,033-263.0k
&PARTNERS Reduced -224,013-224.0k
Independent Advisor Alliance Reduced -220,361-220.4k
Private Advisor Group, LLC Reduced -211,733-211.7k

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 2026

#ManagerLocationShares Value% of their portfolioChangeShares change
1 ENVESTNET ASSET MANAGEMENT INC 1.96% of their portfolio Berwyn, PA 180,011,754180.0m $8.3bn $8.3bn 1.96% Added +46.9m +46,930,552
2 JONES FINANCIAL COMPANIES LLLP 1.62% of their portfolio DES PERES, MO 87,505,83987.5m $4.1bn $4.1bn 1.62% Added +7.9m +7,918,948
3 BlackRock, Inc. 0.06% of their portfolio New York, NY 82,039,26082.0m $3.8bn $3.8bn 0.06% Added +11.3m +11,278,295
4 LPL Financial LLC 0.65% of their portfolio FORT MILL, SC 62,170,17762.2m $2.9bn $2.9bn 0.65% Added +14.9m +14,887,671
5 WELLS FARGO & COMPANY/MN 0.40% of their portfolio SAN FRANCISCO, CA 50,463,38150.5m $2.3bn $2.3bn 0.40% Added +900.7k +900,704
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.82% of their portfolio MILWAUKEE, WI 33,421,65133.4m $1.5bn $1.5bn 0.82% Added +3.1m +3,083,604
7 MORGAN STANLEY 0.08% of their portfolio NEW YORK, NY 31,037,50931.0m $1.4bn $1.4bn 0.08% Added +5.1m +5,059,007
8 JPMORGAN CHASE & CO 0.06% of their portfolio NEW YORK, NY 22,629,54922.6m $1.0bn $1.0bn 0.06% Added +4.7m +4,720,015
9 Mariner, LLC 1.01% of their portfolio Overland Park, KS 20,743,27820.7m $957.3m $957.3m 1.01% Added +1.8m +1,795,085
10 Envestnet Portfolio Solutions, Inc. 3.75% of their portfolio BERWYN, PA 16,937,29816.9m $781.7m $781.7m 3.75% Added +4.4m +4,399,948
11 Bank of New York Mellon Corp 0.11% of their portfolio NEW YORK, NY 14,380,56614.4m $663.7m $663.7m 0.11% Added +3.4m +3,406,396
12 Cetera Investment Advisers 0.56% of their portfolio SCHAUMBURG, IL 13,337,51913.3m $615.5m $615.5m 0.56% Added +3.3m +3,294,506
13 AMERIPRISE FINANCIAL INC 0.12% of their portfolio MINNEAPOLIS, MN 13,036,71413.0m $601.3m $601.3m 0.12% Added +1.5m +1,494,773
14 PARK AVENUE SECURITIES LLC 3.72% of their portfolio NEW YORK, NY 12,913,64012.9m $596.0m $596.0m 3.72% Added +4.0m +3,956,867
15 MML INVESTORS SERVICES, LLC 1.07% of their portfolio SPRINGFIELD, MA 11,405,77311.4m $526.4m $526.4m 1.07% Added +4.1m +4,140,545
16 Janney Montgomery Scott LLC 0.94% of their portfolio PHILADELPHIA, PA 10,566,95210.6m $487.7m $487.7m 0.94% Added +2.9m +2,853,465
17 OneDigital Investment Advisors LLC 3.30% of their portfolio OVERLAND PARK, KS 8,476,8648.5m $391.2m $391.2m 3.30% Added +886.4k +886,438
18 SigFig Wealth Management, LLC 6.76% of their portfolio SAN FRANCISCO, CA 5,503,5035.5m $254.9m $254.9m 6.76% Added +268.5k +268,505
19 Wealthspire Advisors, LLC 1.39% of their portfolio NEW YORK, NY 5,483,0505.5m $253.0m $253.0m 1.39% Added +755.8k +755,807
20 RAYMOND JAMES FINANCIAL INC 0.07% of their portfolio ST. PETERSBURG, FL 5,356,0655.4m $247.2m $247.2m 0.07% Added +417.8k +417,848
21 Kestra Investment Management, LLC 4.77% of their portfolio AUSTIN, TX 5,336,4065.3m $246.3m $246.3m 4.77% Reduced -2.3m -2,309,241
22 UNITED CAPITAL FINANCIAL ADVISORS, LLC 1.31% of their portfolio IRVING, TX 5,132,9355.1m $236.8m $236.8m 1.31% Added +1.0m +1,031,748
23 Johnson Financial Group, Inc. 7.77% of their portfolio RACINE, WI 5,120,3625.1m $236.3m $236.3m 7.77% Added +66.9k +66,915
24 Foundations Investment Advisors, LLC 2.37% of their portfolio PHOENIX, AZ 4,994,3245.0m $230.5m $230.5m 2.37% Added +1.2m +1,217,679
25 ROYAL BANK OF CANADA 0.04% of their portfolio TORONTO, A6 4,987,9575.0m $230.2m $230.2m 0.04% Added +689.9k +689,887
26 GeoWealth Management, LLC 6.95% of their portfolio CHICAGO, IL 4,787,8544.8m $221.0m $221.0m 6.95% Added +123.6k +123,561
27 BANK OF AMERICA CORP /DE/ 0.01% of their portfolio CHARLOTTE, NC 4,586,0064.6m $211.6m $211.6m 0.01% Added +2.1m +2,063,032
28 NewEdge Advisors, LLC 0.57% of their portfolio NEW ORLEANS, LA 4,110,5034.1m $189.7m $189.7m 0.57% Added +1.0m +1,023,040
29 Cambridge Investment Research Advisors, Inc. 0.22% of their portfolio FAIRFIELD, IA 4,108,5444.1m $189.6m $189.6m 0.22% Added +2.5m +2,487,411
30 STIFEL FINANCIAL CORP 0.15% of their portfolio ST. LOUIS, MO 3,879,0993.9m $179.0m $179.0m 0.15% Added +952.8k +952,754
31 Savvy Advisors, Inc. 3.79% of their portfolio NEW YORK, NY 3,842,6123.8m $177.3m $177.3m 3.79% Added +499.3k +499,298
32 First Command Advisory Services, Inc. 1.00% of their portfolio FORT WORTH, TX 3,635,5923.6m $167.8m $167.8m 1.00% Added +528.6k +528,622
33 JB Capital LLC 5.62% of their portfolio WETHERSFIELD, CT 3,518,3373.5m $162.4m $162.4m 5.62% Added +1.0m +1,006,141
34 OSAIC HOLDINGS, INC. 0.18% of their portfolio SCOTTSDALE, AZ 3,302,1043.3m $152.4m $152.4m 0.18% Added +529.9k +529,886
35 COMMONWEALTH EQUITY SERVICES, LLC 0.19% of their portfolio WALTHAM, MA 3,207,4783.2m $148.0m $148.0m 0.19% Added +241.7k +241,731
36 Sanctuary Advisors, LLC 0.68% of their portfolio INDIANAPOLIS, IN 3,165,9523.2m $146.1m $146.1m 0.68% Added +498.2k +498,242
37 Mason & Associates, LLC 28.29% of their portfolio NEWPORT NEWS, VA 2,945,9482.9m $136.0m $136.0m 28.29% Added +48.7k +48,698
38 UBS Group AG 0.02% of their portfolio ZURICH, V8 2,801,9962.8m $129.3m $129.3m 0.02% Reduced -15.5k -15,512
39 Farther Finance Advisors, LLC 0.94% of their portfolio SAN FRANCISCO, CA 2,594,8562.6m $119.8m $119.8m 0.94% Added +430.7k +430,662
40 Thrivent Financial for Lutherans 0.19% of their portfolio Minneapolis, MN 2,430,0552.4m $112.3m $112.3m 0.19% Added +566.6k +566,561
41 Integrated Wealth Concepts LLC 0.54% of their portfolio WALTHAM, MA 2,402,3512.4m $110.9m $110.9m 0.54% Added +1.1m +1,094,535
42 VICTORY CAPITAL MANAGEMENT INC 0.06% of their portfolio San Antonio, TX 2,397,9002.4m $110.7m $110.7m 0.06% Unchanged
43 TRUIST FINANCIAL CORP 0.13% of their portfolio CHARLOTTE, NC 2,309,9502.3m $106.6m $106.6m 0.13% Added +549.1k +549,138
44 Symmetry Partners, LLC 5.23% of their portfolio GLASTONBURY, CT 2,223,1772.2m $102.6m $102.6m 5.23% Reduced -25.7k -25,663
45 ASSETMARK, INC 0.17% of their portfolio CONCORD, CA 2,161,9172.2m $99.8m $99.8m 0.17% Added +297.6k +297,551
46 Allworth Financial LP 0.40% of their portfolio FOLSOM, CA 2,025,0502.0m $93.5m $93.5m 0.40% Reduced -431.4k -431,397
47 FIFTH THIRD BANCORP 0.15% of their portfolio CINCINNATI, OH 1,980,2572.0m $91.4m $91.4m 0.15% Added +1.7m +1,659,499
48 Compass Ion Advisors, LLC 7.12% of their portfolio CONSHOHOCKEN, PA 1,789,0881.8m $82.6m $82.6m 7.12% Added +33.7k +33,700
49 Prime Capital Investment Advisors, LLC 0.74% of their portfolio OVERLAND PARK, KS 1,657,9221.7m $76.5m $76.5m 0.74% Added +1.6m +1,619,144
50 SOFI WEALTH, LLC 3.00% of their portfolio SAN FRANCISCO, CA 1,615,9031.6m $74.6m $74.6m 3.00% Added +62.1k +62,139
51 Baker Avenue Asset Management, LP 1.37% of their portfolio SAN FRANCISCO, CA 1,561,0921.6m $72.0m $72.0m 1.37% Added +80.0k +80,039
52 Vise Technologies, Inc. 0.81% of their portfolio NEW YORK, NY 1,557,9691.6m $71.9m $71.9m 0.81% Added +1.3m +1,314,169
53 Global Strategic Investment Solutions, LLC 6.19% of their portfolio Scottsdale, AZ 1,498,8991.5m $69.2m $69.2m 6.19% Added +232.3k +232,337
54 PNC Financial Services Group, Inc. 0.03% of their portfolio Pittsburgh, PA 1,467,8121.5m $67.7m $67.7m 0.03% Added +12.4k +12,415
55 FMR LLC 0.00% of their portfolio BOSTON, MA 1,465,0361.5m $67.6m $67.6m 0.00% Added +77.9k +77,871
56 Affinity Capital Advisors, LLC 8.16% of their portfolio BERKELEY, CA 1,435,9651.4m $66.1m $66.1m 8.16% Added +69.0k +69,033
57 Icon Wealth Advisors, LLC 3.97% of their portfolio HOUSTON, TX 1,428,6251.4m $65.9m $65.9m 3.97% Added +402.6k +402,585
58 Apella Capital, LLC 0.89% of their portfolio WEST HARTFORD, CT 1,382,5741.4m $63.3m $63.3m 0.89% Added +260.1k +260,144
59 Atria Investments, Inc 0.64% of their portfolio Charlotte, NC 1,381,0841.4m $63.7m $63.7m 0.64% Added +308.5k +308,465
60 SteelPeak Wealth, LLC 1.67% of their portfolio WOODLAND HILLS, CA 1,376,8411.4m $63.5m $63.5m 1.67% Added +285.9k +285,882
61 Kestra Advisory Services, LLC 0.20% of their portfolio AUSTIN, TX 1,354,8541.4m $62.5m $62.5m 0.20% Added +73.7k +73,747
62 Stone House Investment Management, LLC 7.99% of their portfolio TUNKHANNOCK, PA 1,302,9751.3m $60.1m $60.1m 7.99% Added +325.8k +325,763
63 UNIVEST FINANCIAL Corp 2.90% of their portfolio SOUDERTON, PA 1,278,8471.3m $59.0m $59.0m 2.90% Added +177.5k +177,457
64 Focus Partners Wealth 0.06% of their portfolio ST LOUIS, MO 1,214,2421.2m $56.0m $56.0m 0.06% Reduced -135.8k -135,798
65 Sharkey, Howes & Javer 6.69% of their portfolio DENVER, CO 1,199,5671.2m $55.4m $55.4m 6.69% Added +215.9k +215,885
66 MGO ONE SEVEN LLC 0.91% of their portfolio Beachwood, OH 1,199,4471.2m $55.4m $55.4m 0.91% Added +327.9k +327,853
67 INTEGRITY ALLIANCE, LLC. 1.69% of their portfolio Urbandale, IA 1,161,8361.2m $53.6m $53.6m 1.69% Added +296.6k +296,577
68 NorthRock Partners, LLC 0.78% of their portfolio MINNEAPOLIS, MN 1,158,8791.2m $53.5m $53.5m 0.78% Reduced -33.0k -32,973
69 Avidian Wealth Enterprises, LLC 1.47% of their portfolio Houston, TX 1,146,4371.1m $52.9m $52.9m 1.47% Added +46.7k +46,728
70 REGIONS FINANCIAL CORP 0.31% of their portfolio BIRMINGHAM, AL 1,119,0891.1m $51.6m $51.6m 0.31% Added +81.4k +81,438
71 Stash Investments, LLC 16.48% of their portfolio NEW YORK, NY 1,108,1631.1m $51.1m $51.1m 16.48% Added +119.6k +119,553
72 MCMORGAN & CO LLC 7.64% of their portfolio SAN FRANCISCO, CA 1,099,3431.1m $50.7m $50.7m 7.64% Reduced -148.1k -148,128
73 Advocacy Wealth Management, LLC 1.83% of their portfolio ATLANTA, GA 1,088,9571.1m $50.3m $50.3m 1.83% Added +683.1k +683,070
74 Destination Wealth Management 1.15% of their portfolio Walnut Creek, CA 1,069,8181.1m $49.4m $49.4m 1.15% Added +25.1k +25,134
75 Johnson Bixby & Associates, LLC 5.28% of their portfolio VANCOUVER, WA 1,025,3121.0m $47.3m $47.3m 5.28% Added +50.8k +50,788
76 Intelligence Driven Advisers, LLC 7.63% of their portfolio CARLSBAD, CA 1,019,0721.0m $47.0m $47.0m 7.63% Added +47.5k +47,522
77 CreativeOne Wealth, LLC 1.00% of their portfolio OVERLAND PARK, KS 1,008,2881.0m $46.5m $46.5m 1.00% Reduced -17.5k -17,521
78 &PARTNERS 0.19% of their portfolio NASHVILLE, TN 1,005,9121.0m $46.4m $46.4m 0.19% Reduced -224.0k -224,013
79 Strategic Blueprint, LLC 2.31% of their portfolio ATLANTA, GA 1,001,5081.0m $46.2m $46.2m 2.31% Added +234.0k +234,012
80 KEYBANK NATIONAL ASSOCIATION/OH 0.15% of their portfolio BROOKLYN, OH 998,099998.1k $46.1m $46.1m 0.15% Added +25.0k +25,038
81 JT Stratford LLC 4.85% of their portfolio GAINESVILLE, GA 959,075959.1k $44.3m $44.3m 4.85% Added +220.8k +220,755
82 Cerity Partners LLC 0.05% of their portfolio NEW YORK, NY 953,130953.1k $44.0m $44.0m 0.05% Added +411.6k +411,650
83 Horst & Graben Wealth Management LLC 5.68% of their portfolio PORTLAND, OR 940,182940.2k $43.2m $43.2m 5.68% Added +369.3k +369,327
84 Orion Porfolio Solutions, LLC 0.32% of their portfolio OMAHA, NE 918,375918.4k $42.4m $42.4m 0.32% Added +245.4k +245,416
85 Perigon Wealth Management, LLC 0.67% of their portfolio SAN FRANCISCO, CA 911,989912.0k $42.1m $42.1m 0.67% Added +232.8k +232,791
86 Trek Financial, LLC 2.08% of their portfolio Scottsdale, AZ 906,801906.8k $41.8m $41.8m 2.08% Added +216.0k +216,046
87 Composition Wealth, LLC 0.48% of their portfolio LOS ANGELES, CA 890,765890.8k $41.1m $41.1m 0.48% Added +75.6k +75,644
88 Global Retirement Partners, LLC 0.62% of their portfolio San Rafael, CA 879,400879.4k $40.6m $40.6m 0.62% First filing
89 Spire Wealth Management 1.21% of their portfolio MCLEAN, VA 868,483868.5k $40.1m $40.1m 1.21% Reduced -9.6k -9,553
90 WEALTH ENHANCEMENT ADVISORY SERVICES, LLC 0.07% of their portfolio PLYMOUTH, MN 859,965860.0k $39.3m $39.3m 0.07% Added +205.2k +205,159
91 Arax Advisory Partners 0.26% of their portfolio NEW YORK, NY 855,023855.0k $39.5m $39.5m 0.26% Added +491.8k +491,768
92 WEALTH ALLIANCE, LLC 3.22% of their portfolio MELLVILLE, NY 833,658833.7k $38.5m $38.5m 3.22% Added +271.5k +271,541
93 Modern Wealth Management, LLC 0.46% of their portfolio KANSAS CITY, MO 831,929831.9k $38.4m $38.4m 0.46% Added +281.4k +281,415
94 Brookstone Capital Management 0.38% of their portfolio WHEATON, IL 826,609826.6k $38.1m $38.1m 0.38% Added +262.4k +262,443
95 AE Wealth Management LLC 0.18% of their portfolio TOPEKA, KS 820,107820.1k $37.8m $37.8m 0.18% Added +176.9k +176,868
96 Baird Financial Group, Inc. 0.05% of their portfolio MILWAUKEE, WI 795,259795.3k $36.7m $36.7m 0.05% Added +76.8k +76,753
97 ONE Advisory Partners, LLC 9.89% of their portfolio OVERLAND PARK, KS 787,646787.6k $36.3m $36.3m 9.89% Added +76.5k +76,529
98 JACOBSON & SCHMITT ADVISORS, LLC 5.91% of their portfolio MIDDLETON, WI 783,510783.5k $36.2m $36.2m 5.91% Reduced -13.8k -13,836
99 ELEVATION WEALTH PARTNERS, LLC 10.74% of their portfolio WALNUT CREEK, CA 777,144777.1k $35.9m $35.9m 10.74% Added +86.0k +86,015
100 Summit Financial, LLC 0.39% of their portfolio PARSIPPANY, NJ 766,169766.2k $35.4m $35.4m 0.39% Added +51.8k +51,763