IUSB — Ishares Tr Institutional Holders · Q3 2026

Name: Who Owns IUSB? 41 Institutions Hold $680M (Q3 2026)
Creator: ko.io

Who owns Ishares Tr (IUSB)? 41 institutions reported holding $680.40M in SEC 13F filings for Q3 2026 (period ended 2026-09-30). Largest holders: SigFig Wealth Management, LLC ($266.8M), Farther Finance Advisors, LLC ($141.7M), Apella Capital, LLC ($71.6M).

Rank	Institution	Value	Shares	Change
1	SigFig Wealth Management, LLC	$266.8M	6.1M	Added
2	Farther Finance Advisors, LLC	$141.7M	3.2M	Added
3	Apella Capital, LLC	$71.6M	1.6M	Added
4	Avidian Wealth Enterprises, LLC	$48.8M	1.1M	Trimmed
5	ELEVATION WEALTH PARTNERS, LLC	$36.2M	820,424	Added
6	Apeiron RIA LLC	$24.5M	557,270	Added
7	Worth Asset Management, LLC	$15.7M	355,511	New
8	Galvin, Gaustad & Stein, LLC	$11.9M	270,678	Added
9	Balefire, LLC	$11.3M	256,862	Added
10	CoreCap Advisors, LLC	$6.5M	147,578	Added
11	First Heartland Consultants, Inc.	$6.0M	136,140	Added
12	Retirement Wealth Solutions LLC	$5.4M	122,211	Added
13	Cassilly Financial Group LLC	$5.0M	113,563	Added
14	BOS Asset Management, LLC	$4.3M	98,552	Trimmed
15	Montecito Bank & Trust	$3.7M	84,275	Added
16	FC Advisory LLC	$3.3M	74,677	Added
17	KFA Private Wealth Group, LLC	$2.8M	64,371	Trimmed
18	Sound Income Strategies, LLC	$2.8M	62,692	Trimmed
19	Central Pacific Bank - Trust Division	$2.3M	52,166	Added
20	Cooper Financial Group	$1.7M	39,426	Trimmed
21	Asempa Wealth Advisors	$1.3M	29,197	Trimmed
22	DAVIDSON TRUST CO	$915,793	20,771	Added
23	Silverleafe Capital Partners, LLC	$821,596	18,635	Added
24	TrueWealth Advisors, LLC	$743,944	16,873	Added
25	Prosperity Planning, Inc.	$714,831	0	Added

Source: SEC Form 13F filings · as of 2026-09-30