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 452 institutions that hold shares in the stock, with a total of 204 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Kinley Carter Wealth Services, Inc.
|
Jul 24, 2025 Q2 2025 |
317,283
shares
|
$16.3 Million
0.95% of portfolio
|
Q2 2025
Added 2.64%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
Jul 31, 2025 Q2 2025 |
313,541
shares
|
$16.1 Million
8.98% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
310,087
shares
|
$15.9 Million
0.66% of portfolio
|
Q2 2025
Added 14.93%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
300,511
shares
|
$15.4 Million
0.22% of portfolio
|
Q2 2025
Added 17.35%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
296,592
shares
|
$15.2 Million
0.4% of portfolio
|
Q2 2025
Added 102.52%
|
|
|
Shelter Mutual Insurance CO
|
Jul 29, 2025 Q2 2025 |
287,810
shares
|
$14.8 Million
3.57% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Jul 18, 2025 Q2 2025 |
276,349
shares
|
$14.2 Million
0.2% of portfolio
|
Q2 2025
Added 11.45%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
266,028
shares
|
$13.7 Million
0.14% of portfolio
|
Q2 2025
Added 10.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
252,553
shares
|
$13 Million
0.11% of portfolio
|
Q2 2025
Added 4.32%
|
|
|
Hsbc Holdings PLC
London, X0 |
Aug 13, 2025 Q2 2025 |
249,127
shares
|
$12.8 Million
0.01% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
242,091
shares
|
$12.4 Million
0.39% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
240,233
shares
|
$12.3 Million
0.4% of portfolio
|
Q2 2025
Reduced 9.79%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Aug 04, 2025 Q2 2025 |
221,033
shares
|
$11.4 Million
1.58% of portfolio
|
Q2 2025
Added 3.98%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 11, 2025 Q2 2025 |
209,536
shares
|
$10.8 Million
2.22% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
204,772
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Added 5.82%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
192,807
shares
|
$9.91 Million
3.29% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
179,816
shares
|
$9.24 Million
0.41% of portfolio
|
Q2 2025
Added 69.39%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
173,697
shares
|
$8.93 Million
4.91% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
158,999
shares
|
$8.17 Million
0.26% of portfolio
|
Q2 2025
Reduced 4.92%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
158,659
shares
|
$8.16 Million
0.03% of portfolio
|
Q2 2025
Added 7.41%
|
|
|
Cno Financial Group, Inc.
|
Aug 08, 2025 Q2 2025 |
150,000
shares
|
$7.71 Million
4.77% of portfolio
|
Q1 2025
New holding
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
140,754
shares
|
$7.23 Million
0.53% of portfolio
|
Q1 2025
Added 29.85%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Apr 23, 2025 Q1 2025 |
140,077
shares
|
$7.2 Million
0.76% of portfolio
|
Q1 2025
Added 11.38%
|
|
|
Ivc Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
136,590
shares
|
$7.02 Million
3.46% of portfolio
|
Q2 2025
Added 27.62%
|
|
|
Columbus Macro, LLC
|
Jul 23, 2025 Q2 2025 |
127,929
shares
|
$6.58 Million
0.85% of portfolio
|
Q2 2025
Added 27.75%
|