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 463 institutions that hold shares in the stock, with a total of 185 Million shares, which have been reported (via 13F filing form) to have a value of $9.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
42,562,134
shares
|
$2.18 Billion
0.18% of portfolio
|
Q1 2025
Added 27.81%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
15,696,044
shares
|
$805 Million
2.63% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
9,741,579
shares
|
$500 Million
2.32% of portfolio
|
Q4 2022
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
9,078,875
shares
|
$466 Million
0.7% of portfolio
|
Q2 2025
Added 18.32%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,243,133
shares
|
$423 Million
0.12% of portfolio
|
Q1 2025
Reduced 20.16%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
7,154,511
shares
|
$367 Million
1.01% of portfolio
|
Q1 2025
Reduced 8.16%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
7,115,035
shares
|
$365 Million
0.01% of portfolio
|
Q2 2024
Added 24.01%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
6,406,878
shares
|
$329 Million
0.06% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
May 08, 2025 Q1 2025 |
5,556,526
shares
|
$285 Million
0.89% of portfolio
|
Q1 2025
Reduced 0.83%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
5,540,616
shares
|
$284 Million
0.09% of portfolio
|
Q1 2025
Added 8.74%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
5,364,728
shares
|
$275 Million
1.58% of portfolio
|
Q1 2025
Added 1.62%
|
|
|
Japan Science & Technology Agency
Tokyo, M0 |
May 19, 2025 Q1 2025 |
4,578,000
shares
|
$235 Million
3.6% of portfolio
|
Q1 2025
Reduced 36.72%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
4,570,325
shares
|
$234 Million
0.07% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
4,422,466
shares
|
$227 Million
0.25% of portfolio
|
Q1 2025
Added 4.04%
|
|
|
1832 Asset Management L.P.
Toronto, A6 |
May 14, 2025 Q1 2025 |
3,448,880
shares
|
$177 Million
0.36% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,861,001
shares
|
$147 Million
0.01% of portfolio
|
Q1 2025
Added 11.87%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
2,690,429
shares
|
$138 Million
2.1% of portfolio
|
Q1 2025
Added 5.25%
|
|
|
Asset Management One Co., Ltd.
|
Apr 23, 2025 Q1 2025 |
2,273,476
shares
|
$117 Million
0.41% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
2,193,479
shares
|
$112 Million
0.15% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Sensible Financial Planning & Management, Llc.
|
Apr 28, 2025 Q1 2025 |
1,420,734
shares
|
$72.9 Million
14.48% of portfolio
|
Q1 2025
Added 1.01%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,342,459
shares
|
$68.8 Million
0.01% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,329,714
shares
|
$68.2 Million
0.03% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
1,273,650
shares
|
$65.3 Million
2.98% of portfolio
|
Q1 2025
Added 22.63%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
1,151,888
shares
|
$59.1 Million
0.91% of portfolio
|
Q1 2025
Reduced 12.24%
|
|
|
Trilogy Capital Inc.
|
Jul 18, 2025 Q2 2025 |
1,150,208
shares
|
$59 Million
2.89% of portfolio
|
Q2 2025
Added 4.65%
|