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 454 institutions that hold shares in the stock, with a total of 177 Million shares, which have been reported (via 13F filing form) to have a value of $8.94 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Feb 06, 2025 Q4 2024 |
53,838
shares
|
$2.73 Million
1.16% of portfolio
|
Q4 2024
New holding
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
53,763
shares
|
$2.73 Million
0.21% of portfolio
|
Q4 2023
Added 6.56%
|
|
|
Kerber Rose Wealth Management, LLC
Shawano, WI |
Aug 11, 2022 Q2 2022 |
50,496
shares
|
$2.56 Million
2.1% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,051
shares
|
$2.49 Million
0.0% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
48,750
shares
|
$2.47 Million
0.0% of portfolio
|
Q4 2024
Added 17.07%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
47,107
shares
|
$2.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.83%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
47,032
shares
|
$2.39 Million
0.07% of portfolio
|
Q4 2024
Added 93.28%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
45,896
shares
|
$2.33 Million
0.07% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Compass Financial Group, Inc.
|
Feb 05, 2025 Q4 2024 |
44,207
shares
|
$2.24 Million
1.14% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
43,663
shares
|
$2.22 Million
0.0% of portfolio
|
Q4 2024
Added 5.0%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
41,736
shares
|
$2.12 Million
0.13% of portfolio
|
Q4 2024
Added 224.21%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
39,635
shares
|
$2.01 Million
0.2% of portfolio
|
Q2 2023
Reduced 9.24%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Jan 29, 2025 Q4 2024 |
38,746
shares
|
$1.97 Million
0.4% of portfolio
|
Q4 2024
Reduced 1.97%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Feb 04, 2025 Q4 2024 |
38,475
shares
|
$1.95 Million
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Ever Source Wealth Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
37,623
shares
|
$1.91 Million
0.11% of portfolio
|
Q4 2024
Reduced 5.04%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Feb 13, 2025 Q4 2024 |
36,839
shares
|
$1.87 Million
0.44% of portfolio
|
Q2 2024
New holding
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Jan 29, 2025 Q4 2024 |
36,744
shares
|
$1.86 Million
0.38% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
36,567
shares
|
$1.86 Million
0.11% of portfolio
|
Q4 2024
Reduced 15.34%
|
|
|
K2 Financial Inc.
Glendora, CA |
Feb 06, 2025 Q4 2024 |
36,420
shares
|
$1.85 Million
1.8% of portfolio
|
Q4 2024
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Feb 12, 2025 Q4 2024 |
36,217
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
35,761
shares
|
$1.81 Million
2.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Fort Washington Investment Advisors Inc
|
Jan 17, 2025 Q4 2024 |
34,045
shares
|
$1.73 Million
0.01% of portfolio
|
Q3 2024
Added 32.52%
|
|
|
Signature Estate & Investment Advisors LLC
|
Feb 11, 2025 Q4 2024 |
33,371
shares
|
$1.69 Million
0.04% of portfolio
|
Q4 2024
Added 15.41%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
32,765
shares
|
$1.66 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Fifth Third Securities, Inc.
|
Jan 23, 2025 Q4 2024 |
32,763
shares
|
$1.66 Million
0.14% of portfolio
|
Q4 2024
Added 144.85%
|