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 446 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $10.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
1,068,899
shares
|
$56 Million
12.83% of portfolio
|
Q2 2025
Added 3.53%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
853,581
shares
|
$44.7 Million
4.44% of portfolio
|
Q2 2025
Reduced 8.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
824,852
shares
|
$43.2 Million
0.08% of portfolio
|
Q2 2025
Added 3.22%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
762,635
shares
|
$39.9 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Americana Partners, LLC
Houston, TX |
Aug 07, 2025 Q2 2025 |
755,652
shares
|
$39.6 Million
1.47% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
755,221
shares
|
$39.5 Million
1.21% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
New Jersey Better Educational Savings Trust
|
Aug 05, 2025 Q2 2025 |
698,945
shares
|
$36.6 Million
92.33% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
676,819
shares
|
$35.4 Million
2.41% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
671,205
shares
|
$35.1 Million
0.01% of portfolio
|
Q2 2025
Added 56.82%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
626,845
shares
|
$32.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
624,813
shares
|
$32.7 Million
2.21% of portfolio
|
Q2 2025
Reduced 1.18%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
539,087
shares
|
$28.2 Million
0.06% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
531,091
shares
|
$27.8 Million
0.05% of portfolio
|
Q2 2025
Added 7.5%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
520,315
shares
|
$27.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
505,032
shares
|
$26.4 Million
0.8% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
455,275
shares
|
$23.8 Million
0.43% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Santa Clara Valley Transportation Authority
San Jose, CA |
Aug 14, 2025 Q2 2025 |
441,930
shares
|
$23.1 Million
21.56% of portfolio
|
Q3 2024
New holding
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
429,666
shares
|
$22.5 Million
0.25% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
428,414
shares
|
$22.4 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
410,982
shares
|
$21.5 Million
0.25% of portfolio
|
Q2 2025
Added 17.41%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
405,969
shares
|
$21.3 Million
3.99% of portfolio
|
Q1 2024
Added 9.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
385,500
shares
|
$20.2 Million
0.89% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
360,017
shares
|
$18.8 Million
0.54% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Aug 15, 2025 Q2 2025 |
354,006
shares
|
$18.5 Million
2.84% of portfolio
|
Q2 2025
Reduced 2.38%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
317,283
shares
|
$16.6 Million
0.95% of portfolio
|
Q2 2025
Added 2.64%
|