ISHR CR UNVRSE USD BD ETF-UI IUSB
$45.96
+0.1% 52w: $44.50 – $46.54
Latest 13F among current holders filed 23 hours ago (Sep 2, 2026)
Price — last 12 months
research preview data44.5045.5246.54
Aug 18, 2025 Jul 2, 2026
Institutional holders
847
+4 QoQ
13F value
$35.38B
+5.9% QoQ
Smart-money holders
8
signal tier ≥ 2
New smart buyers
2
Q1 2026
Options barometer
0.2×
$5K calls / $18K puts
Institutional value by quarter
Number of holders
Who owns IUSB?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 133.1M | $6.15B | 1.6% | +11.7% |
| JONES FINANCIAL COMPANIES LLLP | Wealth advisor | 79.6M | $3.65B | 1.8% | +3.9% |
| BlackRock, Inc. | Index provider | 70.8M | $3.27B | 0.1% | -1.6% |
| WELLS FARGO & COMPANY/MN | Bank broker | 49.6M | $2.29B | 0.5% | +3.4% |
| LPL Financial LLC | Bank broker | 47.3M | $2.18B | 0.6% | +3.9% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 30.3M | $1.40B | 0.9% | +6.0% |
| MORGAN STANLEY | Bank broker | 26.0M | $1.20B | 0.1% | +5.2% |
| Mariner, LLC | Diversified mechanical | 18.9M | $875.2M | 1.0% | +17.5% |
| JPMORGAN CHASE & CO | Bank broker | 17.9M | $825.6M | 0.1% | +0.4% |
| CWM, LLC | Wealth advisor | 17.6M | $813.7M | 2.1% | +2.5% |
| Envestnet Portfolio Solutions, Inc. | Wealth advisor | 12.5M | $579.1M | 3.2% | +0.6% |
| AMERIPRISE FINANCIAL INC | Bank broker | 11.5M | $533.1M | 0.1% | +3.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 11.0M | $506.9M | 0.1% | +13.8% |
| Cetera Investment Advisers | Wealth advisor | 10.0M | $463.9M | 0.5% | +5.5% |
| PARK AVENUE SECURITIES LLC | Wealth advisor | 9.0M | $413.7M | — | +4.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 7.7M | $356.3M | — | +8.7% |
| Kestra Investment Management, LLC | Wealth advisor | 7.6M | $353.2M | 6.1% | +66.1% |
| OneDigital Investment Advisors LLC | Wealth advisor | 7.6M | $350.6M | 3.4% | +10.6% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 7.3M | $335.6M | 0.9% | -2.3% |
| SigFig Wealth Management, LLC | Wealth advisor | 5.2M | $241.8M | — | +13.0% |
| Johnson Financial Group, Inc. | Wealth advisor | 5.1M | $233.4M | 8.5% | +7027.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 4.9M | $228.1M | 0.1% | +9.1% |
| Wealthspire Advisors, LLC | Wealth advisor | 4.7M | $218.4M | 1.7% | +2.4% |
| GeoWealth Management, LLC | Wealth advisor | 4.7M | $215.4M | 7.8% | +1.8% |
| ROYAL BANK OF CANADA | Bank broker | 4.3M | $198.5M | 0.0% | +8.2% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 4.1M | $189.5M | 1.2% | +2.7% |
| Foundations Investment Advisors, LLC | Wealth advisor | 3.8M | $174.4M | 2.2% | +12.3% |
| Savvy Advisors, Inc. | Wealth advisor | 3.3M | $154.4M | 4.1% | +17.7% |
| First Command Advisory Services, Inc. | Wealth advisor | 3.1M | $143.5M | 1.0% | +15.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 3.1M | $142.6M | 0.5% | +8.9% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 3.0M | $137.0M | 0.2% | -5.0% |
| STIFEL FINANCIAL CORP | Diversified mechanical | 2.9M | $135.2M | 0.1% | +7.4% |
| Mason & Associates, LLC | Wealth advisor | 2.9M | $133.8M | 30.6% | +2.3% |
| UBS Group AG | Bank broker | 2.8M | $130.1M | 0.0% | -6.6% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 2.8M | $128.1M | 0.2% | -6.8% |
| Sanctuary Advisors, LLC | Wealth advisor | 2.7M | $123.2M | 0.7% | +4.9% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 2.5M | $116.5M | 0.0% | +3.7% |
| JB Capital LLC | Wealth advisor | 2.5M | $116.0M | 4.7% | +5.5% |
| Allworth Financial LP | Wealth advisor | 2.5M | $113.5M | 0.5% | -1.6% |
| VICTORY CAPITAL MANAGEMENT INC | Diversified mechanical | 2.4M | $110.8M | 0.1% | New |
| Symmetry Partners, LLC | Wealth advisor | 2.2M | $103.9M | 5.9% | +0.6% |
| Farther Finance Advisors, LLC | Wealth advisor | 2.2M | $99.7M | 0.9% | +27.1% |
| ASSETMARK, INC | Wealth advisor | 1.9M | $86.1M | 0.2% | +3.7% |
| Thrivent Financial for Lutherans | Diversified mechanical | 1.9M | $86.0M | 0.2% | +0.3% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 1.8M | $81.3M | 0.1% | +6.0% |
| Compass Ion Advisors, LLC | Wealth advisor | 1.8M | $81.1M | 7.7% | +3.9% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 1.6M | $74.9M | 0.2% | +8.2% |
| SOFI WEALTH, LLC | Wealth advisor | 1.6M | $71.8M | — | +28.7% |
| Baker Avenue Asset Management, LP | Other | 1.5M | $68.4M | 1.6% | +3.5% |
| PNC FINANCIAL SERVICES GROUP, INC. | Diversified mechanical | 1.5M | $67.2M | 0.0% | +1.0% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.