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 |
|---|---|---|---|---|---|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
34,686
shares
|
$1.78 Million
0.0% of portfolio
|
Q2 2025
Added 9.88%
|
|
|
Transatlantique Private Wealth LLC
|
May 13, 2025 Q1 2025 |
34,649
shares
|
$1.78 Million
0.72% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Family Wealth Group, LLC
Lexington, KY |
May 14, 2025 Q1 2025 |
33,199
shares
|
$1.7 Million
2.67% of portfolio
|
Q1 2025
Reduced 6.24%
|
|
|
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
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
32,206
shares
|
$1.65 Million
0.0% of portfolio
|
Q1 2025
Added 4.91%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
32,166
shares
|
$1.65 Million
0.03% of portfolio
|
Q1 2025
Added 16.75%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
30,182
shares
|
$1.55 Million
0.34% of portfolio
|
Q1 2025
Reduced 2.75%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
27,898
shares
|
$1.43 Million
0.27% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
27,795
shares
|
$1.42 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,005
shares
|
$1.38 Million
0.06% of portfolio
|
Q3 2022
Reduced 17.75%
|
|
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
Apr 29, 2025 Q1 2025 |
26,409
shares
|
$1.35 Million
0.56% of portfolio
|
Q1 2025
Reduced 50.95%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
25,890
shares
|
$1.33 Million
0.01% of portfolio
|
Q1 2025
Added 504.06%
|
|
|
Wbh Advisory Inc
|
May 09, 2025 Q1 2025 |
25,694
shares
|
$1.32 Million
0.12% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
25,140
shares
|
$1.29 Million
0.06% of portfolio
|
Q2 2025
Reduced 6.23%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
25,039
shares
|
$1.28 Million
0.18% of portfolio
|
Q2 2024
Added 2.47%
|
|
|
Prudential PLC
London, England, X0 |
May 13, 2025 Q1 2025 |
25,000
shares
|
$1.28 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
24,642
shares
|
$1.26 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Anchor Pointe Wealth Management, LLC
Cape Girardeau, MO |
Mar 10, 2025 Q4 2024 |
24,079
shares
|
$1.23 Million
1.58% of portfolio
|
Q4 2024
New holding
|
|
|
Yukon Wealth Management, Inc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
23,912
shares
|
$1.23 Million
0.51% of portfolio
|
Q1 2025
New holding
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
23,132
shares
|
$1.19 Million
0.09% of portfolio
|
Q1 2025
Added 33.25%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Apr 28, 2025 Q1 2025 |
23,124
shares
|
$1.18 Million
0.69% of portfolio
|
Q1 2025
Reduced 8.96%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
22,481
shares
|
$1.15 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
22,072
shares
|
$1.13 Million
0.04% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
May 14, 2025 Q1 2025 |
22,062
shares
|
$1.13 Million
0.0% of portfolio
|
Q1 2025
Reduced 23.8%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Apr 11, 2025 Q1 2025 |
21,600
shares
|
$1.11 Million
0.61% of portfolio
|
Q1 2025
Added 100.0%
|