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 413 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 $8.51 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
4,789
shares
|
$246,250
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
4,755
shares
|
$244,502
0.03% of portfolio
|
Q4 2022
Reduced 12.59%
|
|
|
Edmonds Duncan Registered Investment Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,753
shares
|
$244,399
0.06% of portfolio
|
Q3 2024
Added 4.81%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
4,743
shares
|
$243,885
0.01% of portfolio
|
Q3 2024
Added 4134.82%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
4,725
shares
|
$242,959
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
4,643
shares
|
$238,743
0.0% of portfolio
|
Q3 2024
Added 302.69%
|
|
|
Horst & Graben Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
4,588
shares
|
$235,914
0.04% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Oct 16, 2024 Q3 2024 |
4,392
shares
|
$225,836
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
4,335
shares
|
$222,905
0.01% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Ade, LLC
|
Oct 25, 2024 Q3 2024 |
4,283
shares
|
$220,231
0.14% of portfolio
|
Q3 2024
Reduced 34.95%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
4,264
shares
|
$219,254
0.06% of portfolio
|
Q3 2024
Reduced 0.86%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
4,243
shares
|
$218,175
0.0% of portfolio
|
Q3 2024
Added 5.86%
|
|
|
Stephens Inc
|
Oct 28, 2024 Q3 2024 |
4,220
shares
|
$216,992
0.0% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Kwb Wealth
Redlands, CA |
Oct 07, 2024 Q3 2024 |
4,206
shares
|
$216,272
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Tsa Wealth Managment LLC
Houston, TX |
Nov 06, 2024 Q3 2024 |
4,197
shares
|
$215,809
0.09% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
4,001
shares
|
$205,731
0.04% of portfolio
|
Q2 2024
Reduced 16.37%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
3,992
shares
|
$205,268
0.01% of portfolio
|
Q3 2024
Reduced 3.71%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Oct 24, 2024 Q3 2024 |
3,984
shares
|
$204,857
0.2% of portfolio
|
Q3 2024
Reduced 2.5%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
3,949
shares
|
$203,057
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
3,916
shares
|
$201,360
0.03% of portfolio
|
Q3 2024
Reduced 74.49%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 03, 2024 Q3 2024 |
3,827
shares
|
$196,784
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,692
shares
|
$189,842
0.01% of portfolio
|
Q2 2020
Reduced 0.88%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
3,609
shares
|
$185,574
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
3,392
shares
|
$174,416
0.0% of portfolio
|
Q3 2024
Added 19.82%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
3,365
shares
|
$173,028
0.0% of portfolio
|
Q3 2024
Reduced 46.43%
|