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 465 institutions that hold shares in the stock, with a total of 186 Million shares, which have been reported (via 13F filing form) to have a value of $9.49 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Life Wealth Investments, LLC
Winter Garden, FL |
Apr 21, 2025 Q1 2025 |
52,234
shares
|
$2.67 Million
1.09% of portfolio
|
Q1 2025
Added 59.95%
|
|
|
Mather Group, Llc.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
52,112
shares
|
$2.67 Million
0.03% of portfolio
|
Q2 2025
Reduced 96.3%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
50,496
shares
|
$2.58 Million
2.1% of portfolio
|
Q2 2022
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
49,748
shares
|
$2.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 31.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,051
shares
|
$2.51 Million
0.0% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
May 05, 2025 Q1 2025 |
47,856
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Added 32.14%
|
|
|
K2 Financial Inc.
Glendora, CA |
Jul 17, 2025 Q2 2025 |
47,855
shares
|
$2.45 Million
2.14% of portfolio
|
Q2 2025
Added 25.71%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
45,026
shares
|
$2.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.12%
|
|
|
Fifth Third Securities, Inc.
|
Jul 17, 2025 Q2 2025 |
44,446
shares
|
$2.27 Million
0.18% of portfolio
|
Q2 2025
Added 42.42%
|
|
|
Compass Financial Group, Inc.
|
May 06, 2025 Q1 2025 |
44,245
shares
|
$2.26 Million
1.26% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
43,432
shares
|
$2.22 Million
0.0% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
42,383
shares
|
$2.17 Million
0.13% of portfolio
|
Q1 2025
Added 1.55%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
42,012
shares
|
$2.15 Million
0.01% of portfolio
|
Q1 2025
Reduced 43.45%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
39,635
shares
|
$2.03 Million
0.2% of portfolio
|
Q2 2023
Reduced 9.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
39,597
shares
|
$2.02 Million
0.01% of portfolio
|
Q1 2025
Added 25.37%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
38,705
shares
|
$1.98 Million
0.24% of portfolio
|
Q1 2025
Added 44.27%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
38,584
shares
|
$1.97 Million
0.01% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Signature Estate & Investment Advisors LLC
|
May 15, 2025 Q1 2025 |
38,167
shares
|
$1.95 Million
0.05% of portfolio
|
Q1 2025
Added 14.37%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Apr 29, 2025 Q1 2025 |
37,987
shares
|
$1.94 Million
0.4% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
37,919
shares
|
$1.94 Million
0.34% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
37,139
shares
|
$1.9 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
37,076
shares
|
$1.9 Million
0.11% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
May 14, 2025 Q1 2025 |
37,036
shares
|
$1.89 Million
0.39% of portfolio
|
Q1 2025
Added 0.79%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
36,853
shares
|
$1.88 Million
1.89% of portfolio
|
Q1 2025
Added 5.19%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
May 14, 2025 Q1 2025 |
36,839
shares
|
$1.88 Million
0.46% of portfolio
|
Q2 2024
New holding
|