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 |
|---|---|---|---|---|---|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
93,686
shares
|
$4.8 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
90,100
shares
|
$4.62 Million
0.04% of portfolio
|
Q1 2025
Added 8.3%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
May 05, 2025 Q1 2025 |
89,550
shares
|
$4.59 Million
1.03% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Apr 15, 2025 Q1 2025 |
87,457
shares
|
$4.48 Million
3.33% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
84,023
shares
|
$4.31 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
82,539
shares
|
$4.23 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Center For Asset Management LLC
|
Apr 22, 2025 Q1 2025 |
79,819
shares
|
$4.09 Million
2.5% of portfolio
|
Q1 2025
Reduced 26.57%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
79,711
shares
|
$4.08 Million
0.03% of portfolio
|
Q1 2025
Added 4.39%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
78,721
shares
|
$4.03 Million
3.75% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
77,704
shares
|
$3.98 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.7%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
76,968
shares
|
$3.94 Million
0.22% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,859
shares
|
$3.94 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
71,976
shares
|
$3.69 Million
0.0% of portfolio
|
Q1 2025
Added 10.19%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
69,623
shares
|
$3.57 Million
2.7% of portfolio
|
Q1 2025
Added 20.7%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
65,967
shares
|
$3.38 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.25%
|
|
|
Waterloo Capital, L.P.
Austin, TX |
May 12, 2025 Q1 2025 |
65,829
shares
|
$3.37 Million
0.31% of portfolio
|
Q1 2025
Reduced 56.11%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
60,295
shares
|
$3.09 Million
0.01% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
60,117
shares
|
$3.08 Million
0.13% of portfolio
|
Q1 2025
Added 143.85%
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
60,039
shares
|
$3.08 Million
1.47% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
58,770
shares
|
$3.01 Million
0.01% of portfolio
|
Q1 2025
Reduced 15.96%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
56,684
shares
|
$2.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.55%
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jul 15, 2025 Q2 2025 |
55,027
shares
|
$2.82 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Financial Avengers, Inc.
Oakland, CA |
May 14, 2025 Q1 2025 |
54,620
shares
|
$2.8 Million
1.43% of portfolio
|
Q1 2025
Added 38.55%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
53,763
shares
|
$2.75 Million
0.21% of portfolio
|
Q4 2023
Added 6.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
52,500
shares
|
$2.69 Million
0.0% of portfolio
|
Q1 2025
New holding
|