Institutional Ownership Ishares Tr Broad Usd Inbd Etfv (USIG)
This table provides information about the institutional ownership of Ishares Tr Broad Usd Inbd Etfv (USIG). We have compiled data on the 421 institutions that hold shares in the stock, with a total of 167 Million shares, which have been reported (via 13F filing form) to have a value of $8.46 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
31,214,244
shares
|
$1.58 Billion
0.14% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Nov 05, 2024 Q3 2024 |
13,540,860
shares
|
$686 Million
2.41% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,741,579
shares
|
$493 Million
2.32% of portfolio
|
Q4 2022
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
9,710,367
shares
|
$492 Million
0.13% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
7,490,142
shares
|
$379 Million
0.63% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Japan Science & Technology Agency
Tokyo, M0 |
Jan 27, 2025 Q4 2024 |
7,234,311
shares
|
$366 Million
6.23% of portfolio
|
Q1 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,115,035
shares
|
$360 Million
0.01% of portfolio
|
Q2 2024
Added 24.01%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
6,582,759
shares
|
$333 Million
0.08% of portfolio
|
Q3 2024
Reduced 1.54%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
5,985,261
shares
|
$303 Million
0.9% of portfolio
|
Q3 2024
Added 2.38%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
5,059,122
shares
|
$256 Million
0.8% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
4,998,440
shares
|
$253 Million
0.09% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
4,659,143
shares
|
$236 Million
1.52% of portfolio
|
Q3 2024
Added 2.21%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
3,396,082
shares
|
$172 Million
0.32% of portfolio
|
Q3 2024
Added 30.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
3,349,668
shares
|
$170 Million
0.19% of portfolio
|
Q3 2024
Added 3.03%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Nov 27, 2024 Q3 2024 |
2,726,675
shares
|
$138 Million
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
2,586,255
shares
|
$131 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.72%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
2,434,121
shares
|
$123 Million
2.02% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Asset Management One Co., Ltd.
|
Oct 30, 2024 Q3 2024 |
2,248,586
shares
|
$114 Million
0.43% of portfolio
|
Q3 2024
Added 5.27%
|
|
|
Sei Investments CO
Oaks, PA |
Nov 12, 2024 Q3 2024 |
2,141,190
shares
|
$108 Million
0.15% of portfolio
|
Q3 2024
Reduced 26.19%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Oct 28, 2024 Q3 2024 |
1,405,406
shares
|
$71.2 Million
14.59% of portfolio
|
Q3 2024
Added 1.67%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jan 24, 2025 Q4 2024 |
1,328,080
shares
|
$67.3 Million
0.87% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
1,312,543
shares
|
$66.5 Million
1.2% of portfolio
|
Q4 2024
Added 5.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
1,172,235
shares
|
$59.4 Million
0.01% of portfolio
|
Q3 2024
Added 23.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,087,332
shares
|
$55.1 Million
0.03% of portfolio
|
Q3 2024
Added 16.64%
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
1,038,598
shares
|
$52.6 Million
2.42% of portfolio
|
Q4 2024
Added 6.96%
|