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 |
|---|---|---|---|---|---|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
32,222
shares
|
$1.63 Million
0.09% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Transatlantique Private Wealth LLC
|
Feb 14, 2025 Q4 2024 |
31,657
shares
|
$1.61 Million
0.64% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
31,584
shares
|
$1.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 83.54%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
31,416
shares
|
$1.59 Million
0.04% of portfolio
|
Q4 2024
Added 2.04%
|
|
|
Bellwether Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
31,037
shares
|
$1.57 Million
0.29% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
30,700
shares
|
$1.56 Million
0.0% of portfolio
|
Q4 2024
Added 88.83%
|
|
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
Feb 05, 2025 Q4 2024 |
28,954
shares
|
$1.47 Million
0.0% of portfolio
|
Q4 2024
Added 38.61%
|
|
|
Tolleson Wealth Management, Inc.
Dallas, TX |
Feb 14, 2025 Q4 2024 |
27,898
shares
|
$1.42 Million
0.29% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Mmbg Investment Advisors Co.
|
Feb 14, 2025 Q4 2024 |
27,795
shares
|
$1.41 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
27,552
shares
|
$1.4 Million
0.02% of portfolio
|
Q4 2024
Added 24.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,005
shares
|
$1.37 Million
0.06% of portfolio
|
Q3 2022
Reduced 17.75%
|
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Jan 27, 2025 Q4 2024 |
26,829
shares
|
$1.36 Million
0.17% of portfolio
|
Q4 2024
Added 45.65%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
26,722
shares
|
$1.36 Million
1.33% of portfolio
|
Q4 2023
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
25,960
shares
|
$1.32 Million
0.02% of portfolio
|
Q4 2024
Added 16.19%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
25,959
shares
|
$1.32 Million
0.36% of portfolio
|
Q4 2024
Added 491.05%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Feb 07, 2025 Q4 2024 |
25,862
shares
|
$1.31 Million
0.07% of portfolio
|
Q4 2024
Added 42.06%
|
|
|
Wbh Advisory Inc
|
Jan 30, 2025 Q4 2024 |
25,644
shares
|
$1.3 Million
0.12% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Jan 14, 2025 Q4 2024 |
25,399
shares
|
$1.29 Million
0.69% of portfolio
|
Q4 2024
Reduced 47.78%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jan 14, 2025 Q4 2024 |
25,085
shares
|
$1.27 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
25,039
shares
|
$1.27 Million
0.18% of portfolio
|
Q2 2024
Added 2.47%
|
|
|
Patriot Investment Management Inc.
|
Jan 21, 2025 Q4 2024 |
24,998
shares
|
$1.27 Million
0.09% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
24,653
shares
|
$1.25 Million
0.05% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jan 29, 2025 Q4 2024 |
22,828
shares
|
$1.16 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
22,614
shares
|
$1.15 Million
0.29% of portfolio
|
Q4 2024
Reduced 6.6%
|
|
|
Family Asset Management, LLC
Charleston, SC |
Oct 30, 2024 Q3 2024 |
22,481
shares
|
$1.14 Million
0.71% of portfolio
|
Q3 2024
Reduced 1.37%
|