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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Mc Kinley Carter Wealth Services, Inc.
|
Apr 15, 2025 Q1 2025 |
309,117
shares
|
$15.8 Million
1.01% of portfolio
|
Q1 2025
Added 56.57%
|
|
|
Cosner Financial Group, LLC
Fort Collins, CO |
May 07, 2025 Q1 2025 |
294,117
shares
|
$15.1 Million
9.19% of portfolio
|
Q1 2025
Added 26.21%
|
|
|
Banco Santander, S.A.
|
May 09, 2025 Q1 2025 |
293,601
shares
|
$15 Million
0.17% of portfolio
|
Q1 2025
Added 178.34%
|
|
|
Shelter Mutual Insurance CO
|
Apr 22, 2025 Q1 2025 |
284,810
shares
|
$14.6 Million
3.65% of portfolio
|
Q3 2024
Reduced 2.12%
|
|
|
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%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
266,299
shares
|
$13.6 Million
0.48% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Saiph Capital, LLC
Wyckoff, NJ |
May 12, 2025 Q1 2025 |
263,779
shares
|
$13.5 Million
6.43% of portfolio
|
Q1 2025
Added 0.25%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
256,084
shares
|
$13.1 Million
0.21% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Hsbc Holdings PLC
London, X0 |
May 14, 2025 Q1 2025 |
242,873
shares
|
$12.4 Million
0.01% of portfolio
|
Q1 2025
Added 41.41%
|
|
|
Destination Wealth Management
|
May 15, 2025 Q1 2025 |
242,091
shares
|
$12.4 Million
0.39% of portfolio
|
Q1 2025
Added 2.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
242,084
shares
|
$12.4 Million
0.11% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
240,537
shares
|
$12.3 Million
0.13% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
May 06, 2025 Q1 2025 |
214,461
shares
|
$11 Million
2.49% of portfolio
|
Q1 2025
Reduced 2.66%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
213,632
shares
|
$10.9 Million
0.39% of portfolio
|
Q1 2025
Reduced 17.08%
|
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Apr 21, 2025 Q1 2025 |
212,570
shares
|
$10.9 Million
1.69% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
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%
|
|
|
Kingdom Financial Group Llc.
Peoria, AZ |
Apr 24, 2025 Q1 2025 |
193,777
shares
|
$9.93 Million
7.26% of portfolio
|
Q1 2025
Reduced 4.06%
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
192,807
shares
|
$9.88 Million
3.29% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
179,816
shares
|
$9.21 Million
0.41% of portfolio
|
Q2 2025
Added 69.39%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
175,203
shares
|
$8.98 Million
5.15% of portfolio
|
Q1 2025
Added 7.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
172,236
shares
|
$8.83 Million
0.02% of portfolio
|
Q4 2024
Added 54.73%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
167,223
shares
|
$8.57 Million
0.28% of portfolio
|
Q1 2025
Added 39.78%
|
|
|
Capitolis Liquid Global Markets LLC
New York, NY |
May 15, 2025 Q1 2025 |
160,000
shares
|
$8.2 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Cno Financial Group, Inc.
|
May 14, 2025 Q1 2025 |
150,000
shares
|
$7.69 Million
6.41% of portfolio
|
Q1 2025
New holding
|