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 447 institutions that hold shares in the stock, with a total of 205 Million shares, which have been reported (via 13F filing form) to have a value of $10.5 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Compass Financial Group, Inc.
|
Aug 07, 2025 Q2 2025 |
43,421
shares
|
$2.23 Million
1.21% of portfolio
|
Q2 2025
Reduced 1.86%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
42,805
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
41,167
shares
|
$2.12 Million
0.11% of portfolio
|
Q2 2025
Added 11.03%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
39,635
shares
|
$2.04 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
|
$2.01 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.42%
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
38,774
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.98%
|
|
|
Fort Washington Investment Advisors Inc
|
Jul 17, 2025 Q2 2025 |
38,584
shares
|
$1.98 Million
0.01% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
38,113
shares
|
$1.96 Million
1.87% of portfolio
|
Q2 2025
Added 3.42%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Aug 07, 2025 Q2 2025 |
37,919
shares
|
$1.95 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Banco Santander, S.A.
|
Aug 01, 2025 Q2 2025 |
37,440
shares
|
$1.92 Million
0.02% of portfolio
|
Q2 2025
Reduced 87.25%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
37,139
shares
|
$1.91 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
36,839
shares
|
$1.89 Million
0.26% of portfolio
|
Q2 2024
New holding
|
|
|
Signature Estate & Investment Advisors LLC
|
Jul 29, 2025 Q2 2025 |
36,298
shares
|
$1.87 Million
0.04% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
35,672
shares
|
$1.83 Million
0.69% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Aug 13, 2025 Q2 2025 |
34,845
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 57.94%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
34,686
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
33,073
shares
|
$1.7 Million
0.29% of portfolio
|
Q2 2025
Added 18.55%
|
|
|
Greenwood Capital Associates LLC
Greenwood, SC |
Jul 21, 2025 Q2 2025 |
32,765
shares
|
$1.68 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
32,150
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.6%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
32,140
shares
|
$1.65 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
29,958
shares
|
$1.54 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
29,403
shares
|
$1.51 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Wbh Advisory Inc
|
Jul 29, 2025 Q2 2025 |
27,869
shares
|
$1.43 Million
0.12% of portfolio
|
Q2 2025
Added 8.47%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
27,795
shares
|
$1.43 Million
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,005
shares
|
$1.39 Million
0.06% of portfolio
|
Q3 2022
Reduced 17.75%
|