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 |
---|---|---|---|---|---|
Retireful, LLC
|
Jul 31, 2024 Q2 2024 |
45,071
shares
|
$2.31 Million
1.07% of portfolio
|
Q2 2024
New holding
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
44,846
shares
|
$2.3 Million
0.01% of portfolio
|
Q2 2024
Added 2.51%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
43,193
shares
|
$2.22 Million
0.14% of portfolio
|
Q3 2024
Added 4.25%
|
|
Compass Financial Group, Inc.
|
Aug 02, 2024 Q2 2024 |
42,352
shares
|
$2.17 Million
1.09% of portfolio
|
Q2 2024
Added 1.02%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 06, 2024 Q2 2024 |
42,091
shares
|
$2.16 Million
0.13% of portfolio
|
Q2 2024
Added 7.87%
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
41,769
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
39,635
shares
|
$2.03 Million
0.2% of portfolio
|
Q2 2023
Reduced 9.24%
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 05, 2024 Q2 2024 |
39,293
shares
|
$2.02 Million
0.46% of portfolio
|
Q2 2024
Added 0.3%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
39,160
shares
|
$2.01 Million
0.0% of portfolio
|
Q2 2024
Added 1.89%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
38,425
shares
|
$1.97 Million
0.05% of portfolio
|
Q2 2024
Reduced 19.43%
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Aug 13, 2024 Q2 2024 |
36,839
shares
|
$1.89 Million
0.49% of portfolio
|
Q2 2024
New holding
|
|
Squarepoint Ops LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
36,837
shares
|
$1.89 Million
0.0% of portfolio
|
Q2 2024
Reduced 69.46%
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2024 Q2 2024 |
36,217
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Family Wealth Group, LLC
Lexington, KY |
Aug 14, 2024 Q2 2024 |
35,751
shares
|
$1.84 Million
1.94% of portfolio
|
Q2 2024
Added 7.22%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
33,819
shares
|
$1.74 Million
0.0% of portfolio
|
Q2 2024
Added 4.35%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
33,228
shares
|
$1.71 Million
0.11% of portfolio
|
Q2 2024
Added 14.94%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
32,595
shares
|
$1.67 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
31,885
shares
|
$1.64 Million
0.07% of portfolio
|
Q2 2024
Added 351.56%
|
|
Bellwether Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
31,641
shares
|
$1.62 Million
0.35% of portfolio
|
Q2 2024
Reduced 5.98%
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
31,105
shares
|
$1.6 Million
0.31% of portfolio
|
Q2 2024
Reduced 1.29%
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
30,789
shares
|
$1.58 Million
0.04% of portfolio
|
Q3 2024
Added 2.54%
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Aug 13, 2024 Q2 2024 |
28,100
shares
|
$1.44 Million
0.14% of portfolio
|
Q2 2024
Added 4.66%
|
|
Betterment LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
27,604
shares
|
$1.42 Million
0.0% of portfolio
|
Q2 2024
Added 154.46%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,005
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2022
Reduced 17.75%
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
25,992
shares
|
$1.33 Million
0.05% of portfolio
|
Q2 2024
Reduced 10.12%
|