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 469 institutions that hold shares in the stock, with a total of 219 Million shares, which have been reported (via 13F filing form) to have a value of $11.3 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,051
shares
|
$2.54 Million
0.0% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
47,856
shares
|
$2.48 Million
0.0% of portfolio
|
Q3 2025
Added 48.85%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 18, 2025 Q3 2025 |
45,224
shares
|
$2.34 Million
0.0% of portfolio
|
Q3 2025
Added 16.63%
|
|
|
Compass Financial Group, Inc.
|
Nov 05, 2025 Q3 2025 |
44,514
shares
|
$2.3 Million
1.12% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 20, 2025 Q3 2025 |
44,248
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2025
Reduced 15.09%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
43,917
shares
|
$2.27 Million
0.14% of portfolio
|
Q3 2025
Added 118.76%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
43,773
shares
|
$2.27 Million
0.1% of portfolio
|
Q3 2025
Added 6.33%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
43,534
shares
|
$2.25 Million
0.1% of portfolio
|
Q3 2025
Reduced 3.26%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 10, 2025 Q3 2025 |
42,467
shares
|
$2.2 Million
0.74% of portfolio
|
Q3 2025
Added 19.05%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Oct 27, 2025 Q3 2025 |
41,221
shares
|
$2.13 Million
0.22% of portfolio
|
Q3 2025
Reduced 13.66%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
39,635
shares
|
$2.05 Million
0.2% of portfolio
|
Q2 2023
Reduced 9.24%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
39,093
shares
|
$2.02 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Fifth Third Securities, Inc.
|
Oct 10, 2025 Q3 2025 |
38,805
shares
|
$2.01 Million
0.14% of portfolio
|
Q3 2025
Reduced 12.69%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 17, 2025 Q3 2025 |
38,584
shares
|
$2 Million
0.01% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
37,919
shares
|
$1.96 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
37,708
shares
|
$1.95 Million
1.77% of portfolio
|
Q3 2025
Reduced 1.06%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Nov 06, 2025 Q3 2025 |
36,839
shares
|
$1.91 Million
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 05, 2025 Q3 2025 |
36,545
shares
|
$1.89 Million
0.04% of portfolio
|
Q3 2025
Added 0.68%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
35,154
shares
|
$1.82 Million
0.04% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Oct 16, 2025 Q3 2025 |
33,111
shares
|
$1.71 Million
0.2% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
31,862
shares
|
$1.65 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.66%
|
|
|
Prudential PLC
London, England, X0 |
Nov 13, 2025 Q3 2025 |
30,769
shares
|
$1.59 Million
0.01% of portfolio
|
Q3 2025
Added 23.08%
|
|
|
Bellwether Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
29,926
shares
|
$1.55 Million
0.27% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Oct 31, 2025 Q3 2025 |
29,430
shares
|
$1.52 Million
0.14% of portfolio
|
Q3 2025
Added 478.31%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
28,723
shares
|
$1.49 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.31%
|
|