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 457 institutions that hold shares in the stock, with a total of 178 Million shares, which have been reported (via 13F filing form) to have a value of $9.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
33,302,275
shares
|
$1.69 Billion
0.14% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
14,596,537
shares
|
$742 Million
2.48% of portfolio
|
Q4 2024
Added 7.8%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
10,324,245
shares
|
$525 Million
0.14% of portfolio
|
Q4 2024
Added 6.32%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,741,579
shares
|
$495 Million
2.32% of portfolio
|
Q4 2022
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
7,790,463
shares
|
$396 Million
1.08% of portfolio
|
Q4 2024
Added 30.16%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
7,673,359
shares
|
$390 Million
0.64% of portfolio
|
Q1 2025
Added 4.09%
|
|
|
Japan Science & Technology Agency
Tokyo, M0 |
Jan 27, 2025 Q4 2024 |
7,234,311
shares
|
$368 Million
6.23% of portfolio
|
Q1 2023
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,115,035
shares
|
$362 Million
0.01% of portfolio
|
Q2 2024
Added 24.01%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
6,627,896
shares
|
$337 Million
0.06% of portfolio
|
Q4 2024
Added 0.69%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
5,603,082
shares
|
$285 Million
0.86% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,540,616
shares
|
$282 Million
0.09% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,364,728
shares
|
$273 Million
1.58% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Franklin Resources Inc
San Mateo, CA |
Feb 12, 2025 Q4 2024 |
4,494,500
shares
|
$228 Million
0.07% of portfolio
|
Q4 2024
Added 64.83%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
4,250,905
shares
|
$216 Million
0.23% of portfolio
|
Q4 2024
Added 26.91%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
3,439,845
shares
|
$175 Million
0.34% of portfolio
|
Q4 2024
Added 1.29%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
2,690,429
shares
|
$137 Million
2.1% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
2,557,426
shares
|
$130 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.11%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
2,273,476
shares
|
$116 Million
0.41% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Sei Investments CO
Oaks, PA |
Feb 11, 2025 Q4 2024 |
2,198,507
shares
|
$112 Million
0.15% of portfolio
|
Q4 2024
Added 2.68%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
1,420,734
shares
|
$72.2 Million
14.48% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Mather Group, Llc.
Chicago, IL |
Apr 25, 2025 Q1 2025 |
1,407,987
shares
|
$71.5 Million
0.84% of portfolio
|
Q1 2025
Added 6.02%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,273,650
shares
|
$64.7 Million
2.98% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
1,261,410
shares
|
$64.1 Million
0.01% of portfolio
|
Q4 2024
Added 7.61%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
1,160,398
shares
|
$59 Million
0.02% of portfolio
|
Q4 2024
Added 6.72%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
1,151,888
shares
|
$58.5 Million
0.91% of portfolio
|
Q1 2025
Reduced 12.24%
|