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iShares Core Universal USD Bond ETF

Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.92B +$899M +17,644,129 +29%
BlackRock
2
BlackRock
New York
$3.19B +$227M +4,455,849 +7%
Wells Fargo
3
Wells Fargo
California
$1.36B +$295M +5,784,285 +27%
Jones Financial Companies
4
Jones Financial Companies
Missouri
$1.1B +$128M +2,512,565 +13%
LPL Financial
5
LPL Financial
California
$749M +$188M +3,685,303 +32%
Carson Wealth (CWM LLC)
6
Carson Wealth (CWM LLC)
Nebraska
$713M +$194M +3,804,968 +36%
Morgan Stanley
7
Morgan Stanley
New York
$646M +$104M +2,040,438 +19%
Northwestern Mutual Wealth Management
8
Northwestern Mutual Wealth Management
Wisconsin
$502M +$2.26M +44,439 +0.4%
Ameriprise
9
Ameriprise
Minnesota
$468M +$113M +2,217,777 +31%
Osaic Holdings
10
Osaic Holdings
Arizona
$361M +$81.1M +1,591,842 +25%
PAS
11
Park Avenue Securities
New York
$302M +$63.5M +1,246,767 +26%
Janney Montgomery Scott
12
Janney Montgomery Scott
Pennsylvania
$240M +$53.1M +1,041,979 +27%
5L
13
55I LLC
Massachusetts
$199M +$66M +1,295,133 +48%
MML Investors Services
14
MML Investors Services
Massachusetts
$167M +$50.4M +989,440 +42%
PNC Financial Services Group
15
PNC Financial Services Group
Pennsylvania
$167M +$6.24M +122,500 +4%
UBS Group
16
UBS Group
Switzerland
$147M -$22.6M -443,498 -13%
Bank of New York Mellon
17
Bank of New York Mellon
New York
$141M +$34.9M +683,961 +32%
SWM
18
SigFig Wealth Management
California
$140M +$5.3M +104,020 +4%
Fidelity Investments
19
Fidelity Investments
Massachusetts
$126M +$77.2M +1,514,540 +148%
Bank of America
20
Bank of America
North Carolina
$108M +$10.6M +207,888 +11%
JC
21
JB Capital
Connecticut
$92.5M +$24M +470,587 +34%
Thrivent Financial for Lutherans
22
Thrivent Financial for Lutherans
Minnesota
$85.3M +$42.2M +828,499 +99%
AF
23
Allworth Financial
California
$83.9M +$75.3M +1,477,285 +692%
CW
24
CreativeOne Wealth
Kansas
$80.7M +$25.8M +506,399 +45%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$80M -$7.62M -149,422 -8%