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 413 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $8.58 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
971,027
shares
|
$50.2 Million
2.39% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
959,152
shares
|
$49.5 Million
12.0% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Oct 23, 2024 Q3 2024 |
859,985
shares
|
$44.4 Million
0.2% of portfolio
|
Q3 2024
Added 13.88%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
774,176
shares
|
$40 Million
0.42% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
726,107
shares
|
$37.5 Million
0.09% of portfolio
|
Q3 2024
Added 7.19%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 04, 2024 Q3 2024 |
698,945
shares
|
$36.1 Million
69.51% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
663,105
shares
|
$34.2 Million
2.46% of portfolio
|
Q3 2024
Added 4.38%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
650,107
shares
|
$33.6 Million
2.51% of portfolio
|
Q3 2024
Reduced 3.63%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
582,323
shares
|
$30.1 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.86%
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Nov 13, 2024 Q3 2024 |
578,568
shares
|
$29.9 Million
10.81% of portfolio
|
Q4 2023
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
560,701
shares
|
$29 Million
0.55% of portfolio
|
Q3 2024
Added 2.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
520,315
shares
|
$26.9 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Oct 24, 2024 Q3 2024 |
488,706
shares
|
$25.2 Million
0.8% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
488,011
shares
|
$25.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 17, 2024 Q3 2024 |
483,565
shares
|
$25 Million
0.28% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Santa Clara Valley Transportation Authority
San Jose, CA |
Nov 12, 2024 Q3 2024 |
441,930
shares
|
$22.8 Million
22.26% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
439,778
shares
|
$22.7 Million
0.99% of portfolio
|
Q3 2024
Added 146.78%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
429,666
shares
|
$22.2 Million
0.25% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
405,969
shares
|
$21 Million
3.99% of portfolio
|
Q1 2024
Added 9.0%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
393,302
shares
|
$20.3 Million
0.48% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 14, 2024 Q3 2024 |
369,984
shares
|
$19.1 Million
3.15% of portfolio
|
Q3 2024
New holding
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
362,388
shares
|
$18.7 Million
3.71% of portfolio
|
Q3 2024
Added 111.04%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
359,200
shares
|
$18.6 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
338,429
shares
|
$17.5 Million
0.21% of portfolio
|
Q3 2024
Added 3.34%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
330,759
shares
|
$17.1 Million
0.59% of portfolio
|
Q3 2024
Added 50.67%
|