13F Insight
DOSSIER · 13F Holders · Q1 2026ETF · Exchange Traded FundInflation hedgeYield
IUSB

ISHR CR UNVRSE USD BD ETF-UI

897 institutions still hold ISHR CR UNVRSE USD BD ETF-UI as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434V613·Exchange Traded Fund·897 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 2.3%
vs prior quarter
13F value held
$26.5B
58.0% inst. owned
of float
Holders
897
-31 QoQ
filers reporting
Activity
+53 / −112
+865 added · −796 reduced
this quarter
Concentration
23.21%
ENVESTNET ASSET MANAGEMENT INC #1
top holder share
AI Holders Summary · Q1 2026

897 institutions reported IUSB in Q1 2026. ENVESTNET ASSET MANAGEMENT INC leads at 23.2% of the visible book. -31 net institutions QoQ — distribution reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
ENVESTNET ASSET MANAGEMENT INC
CIK 0001407543
$6.1B133.1M1.65%Q1 202602
JONES FINANCIAL COMPANIES LLLP
CIK 0000815917
$3.7B79.6M1.75%Q1 202603
BlackRock, Inc.
CIK 0002012383
$3.3B70.8M0.06%Q1 202604
WELLS FARGO & COMPANY/MN
CIK 0000072971
$2.3B49.6M0.43%Q1 202605
LPL Financial LLC
CIK 0001403438
$2.2B47.3M0.58%Q1 202606
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
CIK 0001141802
$1.4B30.3M0.86%Q1 202607
MORGAN STANLEY
CIK 0000895421
$1.2B26.0M0.07%Q1 202608
Mariner, LLC
CIK 0001373442
$875M18.9M1.02%Q1 202609
JPMORGAN CHASE & CO
CIK 0000019617
$826M17.9M0.05%Q1 202610
CWM, LLC
CIK 0001535847
$814M17.6M2.14%Q1 202611
Envestnet Portfolio Solutions, Inc.
CIK 0001998033
$579M12.5M3.21%Q1 202612
AMERIPRISE FINANCIAL INC
CIK 0000820027
$533M11.5M0.12%Q1 202613
Bank of New York Mellon Corp
CIK 0001390777
$507M11.0M0.09%Q1 202614
Cetera Investment Advisers
CIK 0001666741
$464M10.0M0.49%Q1 202615
Kestra Investment Management, LLC
CIK 0001962449
$353M7.6M6.09%Q1 202616
OneDigital Investment Advisors LLC
CIK 0001690370
$351M7.6M3.43%Q1 202617
MML INVESTORS SERVICES, LLC
CIK 0000701059
$336M7.3M0.93%Q1 202618
SigFig Wealth Management, LLC
CIK 0001696957
$242M5.2M7.09%Q1 202619
Johnson Financial Group, Inc.
CIK 0001477024
$233M5.1M8.45%Q1 202620
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$228M4.9M0.07%Q1 2026
Page 1 of 45
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