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 408 institutions that hold shares in the stock, with a total of 158 Million shares, which have been reported (via 13F filing form) to have a value of $8.12 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
78,602
shares
|
$4.04 Million
1.51% of portfolio
|
Q3 2024
Added 3.41%
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jul 18, 2024 Q2 2024 |
77,053
shares
|
$3.96 Million
2.95% of portfolio
|
Q2 2024
Added 1.83%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
72,041
shares
|
$3.7 Million
0.03% of portfolio
|
Q2 2024
Added 1277.98%
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
69,368
shares
|
$3.56 Million
0.0% of portfolio
|
Q2 2024
Added 14.18%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
66,440
shares
|
$3.41 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.55%
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
65,801
shares
|
$3.38 Million
1.34% of portfolio
|
Q3 2024
Reduced 16.92%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
65,207
shares
|
$3.35 Million
0.01% of portfolio
|
Q2 2024
Reduced 27.66%
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
63,754
shares
|
$3.27 Million
0.57% of portfolio
|
Q2 2024
Added 3.64%
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
59,917
shares
|
$3.08 Million
0.0% of portfolio
|
Q3 2024
Added 6.76%
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
59,018
shares
|
$3.03 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
58,591
shares
|
$3.01 Million
1.46% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
55,493
shares
|
$2.85 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
54,959
shares
|
$2.82 Million
0.03% of portfolio
|
Q2 2024
Reduced 10.37%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
53,763
shares
|
$2.76 Million
0.21% of portfolio
|
Q4 2023
Added 6.56%
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Oct 11, 2024 Q3 2024 |
53,600
shares
|
$2.75 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
Janney Montgomery Scott LLC
|
Jul 25, 2024 Q2 2024 |
52,953
shares
|
$2.72 Million
0.01% of portfolio
|
Q2 2024
Added 0.42%
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 14, 2024 Q2 2024 |
51,743
shares
|
$2.66 Million
0.0% of portfolio
|
Q2 2024
Added 3.3%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
50,867
shares
|
$2.61 Million
0.33% of portfolio
|
Q2 2024
New holding
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
50,496
shares
|
$2.59 Million
2.1% of portfolio
|
Q2 2022
New holding
|
|
Banco Santander, S.A.
|
Jul 29, 2024 Q2 2024 |
50,205
shares
|
$2.58 Million
0.03% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
49,466
shares
|
$2.54 Million
0.18% of portfolio
|
Q2 2024
Added 17.28%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,051
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 11.28%
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
48,639
shares
|
$2.5 Million
1.51% of portfolio
|
Q3 2024
Added 131.39%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
47,853
shares
|
$2.46 Million
0.0% of portfolio
|
Q2 2024
Reduced 78.14%
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
46,089
shares
|
$2.37 Million
0.31% of portfolio
|
Q3 2024
Added 0.82%
|