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 |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
8,324
shares
|
$423,441
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
Nov 12, 2024 Q3 2024 |
8,200
shares
|
$417,134
0.23% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Hanlon Investment Management, Inc.
|
Oct 30, 2024 Q3 2024 |
8,074
shares
|
$410,724
0.12% of portfolio
|
Q3 2024
Added 6.52%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
7,950
shares
|
$404,416
0.01% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
7,862
shares
|
$399,939
0.03% of portfolio
|
Q3 2024
Reduced 59.73%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,755
shares
|
$394,496
0.0% of portfolio
|
Q3 2024
Added 40.54%
|
|
|
Clearwater Capital Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
7,751
shares
|
$394,293
0.04% of portfolio
|
Q3 2024
Reduced 5.6%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
7,733
shares
|
$393,377
0.02% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
7,627
shares
|
$387,985
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
New Legacy Group, LLC
|
Nov 14, 2023 Q3 2023 |
7,600
shares
|
$386,612
1.0% of portfolio
|
Q4 2021
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
7,284
shares
|
$370,537
0.02% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
7,201
shares
|
$366,314
0.3% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Asb Consultores, LLC
Aventura, FL |
Oct 30, 2024 Q3 2024 |
7,191
shares
|
$365,806
0.15% of portfolio
|
Q2 2024
Added 2.09%
|
|
|
Rockland Trust CO
|
Oct 03, 2024 Q3 2024 |
7,179
shares
|
$365,195
0.02% of portfolio
|
Q2 2024
Reduced 45.32%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 05, 2024 Q3 2024 |
7,080
shares
|
$360,159
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
6,967
shares
|
$354,411
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
6,956
shares
|
$353,851
0.0% of portfolio
|
Q2 2024
Added 33.46%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
6,865
shares
|
$349,222
0.02% of portfolio
|
Q3 2024
Added 58.47%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
6,811
shares
|
$346,475
0.0% of portfolio
|
Q3 2024
Added 9.68%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
6,806
shares
|
$346,221
0.01% of portfolio
|
Q3 2024
Added 83.15%
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
6,760
shares
|
$343,881
0.03% of portfolio
|
Q3 2024
Reduced 25.31%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
6,690
shares
|
$340,320
0.01% of portfolio
|
Q3 2023
Reduced 77.69%
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
6,656
shares
|
$338,590
0.02% of portfolio
|
Q3 2024
Reduced 5.17%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
6,572
shares
|
$334,317
0.18% of portfolio
|
Q2 2024
Added 23.92%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
6,561
shares
|
$333,758
0.01% of portfolio
|
Q3 2024
Added 20.03%
|