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 470 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trilogy Capital Inc.
|
Oct 24, 2025 Q3 2025 |
1,187,973
shares
|
$61.5 Million
2.89% of portfolio
|
Q3 2025
Added 3.28%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 09, 2025 Q3 2025 |
1,167,286
shares
|
$60.4 Million
13.34% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
938,833
shares
|
$48.6 Million
1.32% of portfolio
|
Q3 2025
Added 14.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
930,518
shares
|
$48.2 Million
0.06% of portfolio
|
Q3 2025
Added 12.81%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Oct 09, 2025 Q3 2025 |
872,481
shares
|
$45.2 Million
4.41% of portfolio
|
Q3 2025
Added 2.21%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 29, 2025 Q3 2025 |
838,614
shares
|
$43.4 Million
1.46% of portfolio
|
Q3 2025
Added 10.98%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
769,737
shares
|
$39.8 Million
2.6% of portfolio
|
Q3 2025
Added 13.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
649,732
shares
|
$33.6 Million
0.01% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
639,641
shares
|
$33.1 Million
2.2% of portfolio
|
Q3 2025
Added 2.37%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
625,587
shares
|
$32.4 Million
0.05% of portfolio
|
Q3 2025
Added 17.79%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Nov 03, 2025 Q3 2025 |
576,140
shares
|
$29.8 Million
0.1% of portfolio
|
Q3 2025
Reduced 24.45%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
567,956
shares
|
$29.4 Million
0.06% of portfolio
|
Q3 2025
Added 5.36%
|
|
|
Crestwood Advisors Group LLC
|
Nov 07, 2025 Q3 2025 |
537,199
shares
|
$27.8 Million
0.49% of portfolio
|
Q3 2025
Added 17.99%
|
|
|
New Jersey Better Educational Savings Trust
|
Nov 07, 2025 Q3 2025 |
533,204
shares
|
$27.6 Million
47.2% of portfolio
|
Q3 2025
Reduced 23.71%
|
|
|
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 |
Feb 03, 2025 Q4 2024 |
505,032
shares
|
$26.1 Million
0.8% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Santa Clara Valley Transportation Authority
San Jose, CA |
Nov 06, 2025 Q3 2025 |
481,977
shares
|
$25 Million
21.1% of portfolio
|
Q3 2025
Added 9.06%
|
|
|
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%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
403,996
shares
|
$20.9 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.7%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 07, 2025 Q3 2025 |
398,582
shares
|
$20.6 Million
0.87% of portfolio
|
Q3 2025
Added 3.39%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
396,799
shares
|
$20.5 Million
0.26% of portfolio
|
Q3 2025
Reduced 7.38%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Nov 12, 2025 Q3 2025 |
379,911
shares
|
$19.7 Million
2.98% of portfolio
|
Q3 2025
Added 7.32%
|
|
|
Securian Asset Management, Inc
|
Oct 23, 2025 Q3 2025 |
360,017
shares
|
$18.6 Million
0.51% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
354,783
shares
|
$18.4 Million
0.0% of portfolio
|
Q3 2025
Added 75.1%
|
|