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 $9.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
1,032,454
shares
|
$52.9 Million
12.06% of portfolio
|
Q1 2025
Added 4.11%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
May 15, 2025 Q1 2025 |
935,537
shares
|
$47.9 Million
5.29% of portfolio
|
Q1 2025
Reduced 3.98%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
799,153
shares
|
$40.9 Million
0.08% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
762,635
shares
|
$39.1 Million
0.14% of portfolio
|
Q2 2025
Reduced 12.01%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
755,221
shares
|
$38.7 Million
1.48% of portfolio
|
Q1 2025
Added 49.27%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
744,128
shares
|
$38.1 Million
0.36% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
738,321
shares
|
$37.8 Million
1.6% of portfolio
|
Q1 2025
Added 13.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
708,082
shares
|
$36.3 Million
0.01% of portfolio
|
Q1 2025
Added 18.6%
|
|
|
New Jersey Better Educational Savings Trust
|
May 09, 2025 Q1 2025 |
698,945
shares
|
$35.8 Million
68.94% of portfolio
|
Q2 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
676,819
shares
|
$34.7 Million
2.41% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
632,246
shares
|
$32.4 Million
2.37% of portfolio
|
Q1 2025
Added 125.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
525,606
shares
|
$26.9 Million
0.07% of portfolio
|
Q1 2025
Added 7926.97%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
520,315
shares
|
$26.7 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
505,032
shares
|
$25.9 Million
0.8% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Santa Clara Valley Transportation Authority
San Jose, CA |
May 14, 2025 Q1 2025 |
441,930
shares
|
$22.6 Million
22.33% of portfolio
|
Q3 2024
New holding
|
|
|
Crestwood Advisors Group LLC
|
May 05, 2025 Q1 2025 |
436,676
shares
|
$22.4 Million
0.44% of portfolio
|
Q1 2025
Added 7.17%
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
429,666
shares
|
$22 Million
0.25% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
429,123
shares
|
$22 Million
0.27% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
428,006
shares
|
$21.9 Million
0.01% of portfolio
|
Q1 2025
Added 42.69%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
405,969
shares
|
$20.8 Million
3.99% of portfolio
|
Q1 2024
Added 9.0%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
385,500
shares
|
$19.8 Million
0.89% of portfolio
|
Q2 2025
Added 13.61%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
382,022
shares
|
$19.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 33.44%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
May 13, 2025 Q1 2025 |
362,636
shares
|
$18.6 Million
3.11% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
360,017
shares
|
$18.4 Million
0.57% of portfolio
|
Q1 2025
Added 10.36%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
350,046
shares
|
$17.9 Million
0.22% of portfolio
|
Q1 2025
Reduced 0.53%
|