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 |
|---|---|---|---|---|---|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
26,955
shares
|
$1.37 Million
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2024 Q3 2024 |
26,896
shares
|
$1.37 Million
0.27% of portfolio
|
Q3 2024
Reduced 13.53%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
25,363
shares
|
$1.29 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.42%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
25,039
shares
|
$1.27 Million
0.18% of portfolio
|
Q2 2024
Added 2.47%
|
|
|
Patriot Investment Management Inc.
|
Oct 11, 2024 Q3 2024 |
24,998
shares
|
$1.27 Million
0.1% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
24,716
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Added 14.38%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
24,333
shares
|
$1.24 Million
0.06% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
24,213
shares
|
$1.23 Million
0.33% of portfolio
|
Q3 2024
Reduced 5.93%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
24,011
shares
|
$1.22 Million
0.12% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Acute Investment Advisory, LLC
Mesa, AZ |
Oct 29, 2024 Q3 2024 |
23,203
shares
|
$1.18 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Nov 18, 2024 Q3 2024 |
23,133
shares
|
$1.18 Million
0.1% of portfolio
|
Q3 2024
Added 52.57%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
22,481
shares
|
$1.14 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Foundations Investment Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
22,468
shares
|
$1.14 Million
0.03% of portfolio
|
Q3 2024
Added 69.77%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
22,343
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
22,051
shares
|
$1.12 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Lion Street Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
21,736
shares
|
$1.11 Million
0.4% of portfolio
|
Q2 2024
Added 20.08%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Nov 12, 2024 Q3 2024 |
20,889
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Reduced 59.63%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
20,357
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Reduced 15.1%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
20,352
shares
|
$1.03 Million
0.1% of portfolio
|
Q3 2024
Reduced 27.57%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
20,079
shares
|
$1.02 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.26%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
Nov 15, 2024 Q3 2024 |
19,716
shares
|
$1 Million
0.51% of portfolio
|
Q3 2024
Added 17.51%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
19,373
shares
|
$985,117
0.01% of portfolio
|
Q3 2024
Reduced 16.43%
|
|
|
Capital Square, LLC
|
Nov 13, 2024 Q3 2024 |
18,555
shares
|
$943,521
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
18,484
shares
|
$939,911
0.23% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 07, 2024 Q3 2024 |
18,420
shares
|
$936,657
0.12% of portfolio
|
Q3 2024
Added 0.32%
|