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Who Owns iShares Core Total USD Bond Market ETF

Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares Core Total USD Bond Market ETF.

Who crossed 5% of IUSB →
Managers holding
35
as of 2026-09-30
Reported value
$675.8M
summed across filings
Shares held
15.3M
Added vs trimmed
21 / 10
since each filer's last quarter

Positions as of 2026-09-30

Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.

ManagerValue
SigFig Wealth Management, LLCCORE UNIVRSL USD6.1M shadded$266.8M
Farther Finance Advisors, LLCETF3.2M shadded$141.7M
Apella Capital, LLCCORE UNIVRSL USD1.6M shadded$71.6M
Avidian Wealth Enterprises, LLCCORE UNIVRSL USD1.1M shtrimmed$48.8M
ELEVATION WEALTH PARTNERS, LLCCORE UNIVRSL USD820.4K shadded$36.2M
Apeiron RIA LLCCORE UNIVRSL USD557.3K shadded$24.5M
Worth Asset Management, LLCETF355.5K sh—$15.7M
Galvin, Gaustad & Stein, LLCCORE UNIVRSL USD270.7K shadded$11.9M
Balefire, LLCCORE UNIVRSL USD256.9K shadded$11.3M
CoreCap Advisors, LLCETF147.6K shadded$6.5M
First Heartland Consultants, Inc.TOTAL USD BOND MARKET ETF136.1K shadded$6M
Retirement Wealth Solutions LLCCORE UNIVRSL USD122.2K shadded$5.4M
Cassilly Financial Group LLCCORE UNIVRSL USD113.6K shadded$5M
BOS Asset Management, LLCCORE UNIVRSL USD98.6K shtrimmed$4.3M
FC Advisory LLCCORE UNIVRSL USD74.7K shadded$3.3M
KFA Private Wealth Group, LLCCORE UNIVRSL USD64.4K shtrimmed$2.8M
Sound Income Strategies, LLCCORE UNIVRSL USD62.7K shtrimmed$2.8M
Central Pacific Bank - Trust DivisionCORE UNIVRSL USD52.2K shadded$2.3M
Cooper Financial GroupCORE UNIVRSL USD39.4K shtrimmed$1.7M
Asempa Wealth AdvisorsCORE UNIVRSL USD29.2K shtrimmed$1.3M
DAVIDSON TRUST COFixed Income20.8K shadded$915.8K
TrueWealth Advisors, LLCCORE UNIVRSL USD16.9K shadded$743.9K
Prosperity Planning, Inc.CORE UNIVRSL USD16.2K shadded$714.8K
Shira Ridge Wealth ManagementCORE UNIVRSL USD15.9K shtrimmed$702.9K
LifeGoal Investments, LLCCORE UNIVRSL USD15K shadded$660.2K
Atlas Brown,Inc.ETF14.1K shadded$621.3K
Wealth Group LtdISHARES TR CORE TOTAL USD13.1K shtrimmed$575.8K
Intelligence Driven Advisers, LLCCORE UNIVRSL USD9.4K shtrimmed$415.3K
Successful Portfolios LLCCORE UNIVRSL USD5.5K shtrimmed$240.9K
TOMPKINS FINANCIAL CORPCORE UNIVRSL USD1.7K shheld$76.5K
Trust CoETF675 shadded$29.8K
GK Wealth Management LLCCORE UNIVRSL USD600 sh—$26.5K
Investors Research CorpCORE UNIVRSL USD448 shadded$19.8K
GILPIN WEALTH MANAGEMENT, LLCCORE UNIVRSL USD337 shadded$14.9K
EASTERN BANKCORE UNIVRSL USD200 shheld$8.8K

Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.

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