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 411 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 $8.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
83,529
shares
|
$4.25 Million
0.23% of portfolio
|
Q3 2024
Added 25.72%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
83,526
shares
|
$4.25 Million
2.42% of portfolio
|
Q3 2024
Added 0.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
83,331
shares
|
$4.24 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.2%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Nov 05, 2024 Q3 2024 |
79,765
shares
|
$4.06 Million
3.09% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Columbus Macro, LLC
|
Oct 18, 2024 Q3 2024 |
78,602
shares
|
$4 Million
1.51% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
78,420
shares
|
$3.99 Million
0.03% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
76,900
shares
|
$3.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.44%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
76,467
shares
|
$3.89 Million
0.01% of portfolio
|
Q3 2024
Added 29.57%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
76,152
shares
|
$3.87 Million
0.9% of portfolio
|
Q3 2024
Reduced 5.62%
|
|
|
Banco Santander, S.A.
|
Nov 12, 2024 Q3 2024 |
74,152
shares
|
$3.77 Million
0.05% of portfolio
|
Q3 2024
Added 47.7%
|
|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
73,144
shares
|
$3.72 Million
0.02% of portfolio
|
Q3 2024
Added 63.1%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
73,122
shares
|
$3.72 Million
0.36% of portfolio
|
Q3 2024
Added 43.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
72,580
shares
|
$3.69 Million
0.01% of portfolio
|
Q3 2024
Added 11.31%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
67,487
shares
|
$3.43 Million
0.0% of portfolio
|
Q3 2024
Reduced 2.71%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Oct 08, 2024 Q3 2024 |
65,801
shares
|
$3.35 Million
1.34% of portfolio
|
Q3 2024
Reduced 16.92%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
63,902
shares
|
$3.25 Million
0.2% of portfolio
|
Q3 2024
Added 29.18%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
63,439
shares
|
$3.23 Million
0.04% of portfolio
|
Q3 2024
Added 15.43%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Nov 18, 2024 Q3 2024 |
62,309
shares
|
$3.17 Million
0.69% of portfolio
|
Q3 2024
Reduced 2.27%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
59,917
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 14, 2024 Q3 2024 |
59,804
shares
|
$3.04 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Oct 10, 2024 Q3 2024 |
58,591
shares
|
$2.98 Million
1.46% of portfolio
|
Q3 2024
Reduced 13.6%
|
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
55,493
shares
|
$2.82 Million
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
53,763
shares
|
$2.73 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
|
$2.73 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
50,496
shares
|
$2.57 Million
2.1% of portfolio
|
Q2 2022
New holding
|