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 469 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 |
|---|---|---|---|---|---|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Nov 07, 2025 Q3 2025 |
347,514
shares
|
$18 Million
9.76% of portfolio
|
Q3 2025
Added 10.84%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Nov 03, 2025 Q3 2025 |
335,876
shares
|
$17.4 Million
0.96% of portfolio
|
Q3 2025
Added 5.86%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Nov 07, 2025 Q3 2025 |
329,630
shares
|
$17.1 Million
0.23% of portfolio
|
Q3 2025
Added 9.69%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Nov 07, 2025 Q3 2025 |
324,489
shares
|
$16.8 Million
0.68% of portfolio
|
Q3 2025
Added 4.64%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
292,472
shares
|
$15.1 Million
0.14% of portfolio
|
Q3 2025
Added 9.94%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
292,300
shares
|
$15.1 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
290,526
shares
|
$15 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Shelter Mutual Insurance CO
|
Oct 31, 2025 Q3 2025 |
270,860
shares
|
$14 Million
3.3% of portfolio
|
Q3 2025
Reduced 5.89%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
256,818
shares
|
$13.3 Million
0.08% of portfolio
|
Q3 2025
Added 1.69%
|
|
|
Destination Wealth Management
|
Nov 14, 2025 Q3 2025 |
253,042
shares
|
$13.1 Million
0.38% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
247,772
shares
|
$12.8 Million
0.26% of portfolio
|
Q3 2025
Reduced 16.26%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
238,739
shares
|
$12.4 Million
0.42% of portfolio
|
Q3 2025
Reduced 15.27%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
238,156
shares
|
$12.3 Million
0.39% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Nov 04, 2025 Q3 2025 |
233,401
shares
|
$12.1 Million
1.57% of portfolio
|
Q3 2025
Added 5.6%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 06, 2025 Q3 2025 |
220,816
shares
|
$11.4 Million
2.21% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Bank Of Nova Scotia
|
Nov 14, 2025 Q3 2025 |
200,000
shares
|
$10.4 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
193,254
shares
|
$10 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
183,326
shares
|
$9.49 Million
0.29% of portfolio
|
Q3 2025
Added 15.3%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Nov 10, 2025 Q3 2025 |
182,998
shares
|
$9.47 Million
0.55% of portfolio
|
Q3 2025
Added 14.23%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Nov 05, 2025 Q3 2025 |
177,307
shares
|
$9.18 Million
4.76% of portfolio
|
Q3 2025
Added 2.08%
|
|
|
Glassy Mountain Advisors, Inc.
|
Nov 06, 2025 Q3 2025 |
174,735
shares
|
$9.05 Million
2.84% of portfolio
|
Q3 2025
Reduced 9.37%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
174,129
shares
|
$9.01 Million
0.02% of portfolio
|
Q3 2025
Added 59.75%
|
|
|
State Farm Mutual Automobile Insurance CO
Bloomington, IL |
Nov 12, 2025 Q3 2025 |
173,437
shares
|
$8.98 Million
0.01% of portfolio
|
Q3 2025
Added 184.89%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
167,550
shares
|
$8.67 Million
0.01% of portfolio
|
Q3 2025
Added 32.48%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Oct 09, 2025 Q3 2025 |
157,250
shares
|
$8.14 Million
0.11% of portfolio
|
Q3 2025
Reduced 43.1%
|
|