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 446 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $10.7 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
26,877
shares
|
$1.41 Million
0.04% of portfolio
|
Q2 2025
Added 40.79%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
25,140
shares
|
$1.32 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
25,039
shares
|
$1.31 Million
0.18% of portfolio
|
Q2 2024
Added 2.47%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
25,000
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
24,642
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
24,079
shares
|
$1.26 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
23,506
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
23,093
shares
|
$1.21 Million
0.03% of portfolio
|
Q2 2025
Added 48.36%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
22,990
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Added 17.45%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
Aug 13, 2025 Q2 2025 |
22,482
shares
|
$1.18 Million
0.45% of portfolio
|
Q2 2025
Reduced 91.48%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
22,481
shares
|
$1.18 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Capital Square, LLC
|
Aug 11, 2025 Q2 2025 |
22,466
shares
|
$1.18 Million
0.64% of portfolio
|
Q2 2025
Added 7.7%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
22,072
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
22,045
shares
|
$1.15 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
21,970
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 257.0%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2025 Q2 2025 |
21,302
shares
|
$1.12 Million
0.29% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Lion Street Advisors, LLC
|
Jul 25, 2025 Q2 2025 |
20,601
shares
|
$1.08 Million
0.33% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
20,178
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
20,075
shares
|
$1.05 Million
0.09% of portfolio
|
Q2 2025
Added 13.31%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
20,067
shares
|
$1.05 Million
0.05% of portfolio
|
Q2 2025
Reduced 3.14%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
Aug 07, 2025 Q2 2025 |
19,949
shares
|
$1.04 Million
0.23% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
19,887
shares
|
$1.04 Million
0.04% of portfolio
|
Q2 2025
Added 318.67%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
19,815
shares
|
$1.04 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
19,600
shares
|
$1.03 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
19,256
shares
|
$1.01 Million
0.35% of portfolio
|
Q2 2025
Reduced 24.7%
|