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 |
|---|---|---|---|---|---|
|
Lion Street Advisors, LLC
|
Apr 18, 2025 Q1 2025 |
21,088
shares
|
$1.08 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
20,934
shares
|
$1.07 Million
0.31% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Capital Square, LLC
|
May 14, 2025 Q1 2025 |
20,860
shares
|
$1.07 Million
0.64% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
20,717
shares
|
$1.06 Million
0.05% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
20,178
shares
|
$1.03 Million
0.28% of portfolio
|
Q2 2025
Reduced 4.69%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
20,030
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 12.35%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
19,575
shares
|
$1 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.38%
|
|
|
Pines Wealth Management, LLC
Southern Pines, NC |
Jul 09, 2025 Q2 2025 |
19,256
shares
|
$986,677
0.35% of portfolio
|
Q2 2025
Reduced 24.7%
|
|
|
Advyzon Investment Management, LLC
Lisle, IL |
May 09, 2025 Q1 2025 |
19,181
shares
|
$982,834
0.35% of portfolio
|
Q1 2025
Reduced 12.29%
|
|
|
Croban
Fremont, OH |
Apr 30, 2025 Q1 2025 |
19,106
shares
|
$978,991
0.9% of portfolio
|
Q1 2025
Reduced 28.5%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
19,090
shares
|
$978,171
0.03% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Kingfisher Capital LLC
|
Nov 14, 2024 Q3 2024 |
18,484
shares
|
$947,120
0.23% of portfolio
|
Q3 2024
Reduced 6.91%
|
|
|
Triumph Capital Management
|
Jul 09, 2025 Q2 2025 |
18,390
shares
|
$942,303
0.31% of portfolio
|
Q2 2025
Added 2.59%
|
|
|
Van Hulzen Asset Management, LLC
|
May 14, 2025 Q1 2025 |
18,018
shares
|
$923,242
0.09% of portfolio
|
Q1 2025
Added 4.76%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
17,717
shares
|
$907,819
0.09% of portfolio
|
Q1 2025
Added 40.35%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
17,561
shares
|
$899,825
0.08% of portfolio
|
Q2 2025
Added 5.4%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
17,007
shares
|
$871,438
0.0% of portfolio
|
Q1 2025
Added 18.6%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
15,771
shares
|
$808,106
0.03% of portfolio
|
Q1 2025
Added 3.21%
|
|
|
J.W. Cole Advisors, Inc.
|
May 05, 2025 Q1 2025 |
15,566
shares
|
$797,601
0.03% of portfolio
|
Q1 2025
Added 112.16%
|
|
|
Wealthstar Advisors, LLC
Plano, TX |
Apr 25, 2025 Q1 2025 |
15,253
shares
|
$781,563
0.38% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
14,887
shares
|
$762,809
0.01% of portfolio
|
Q1 2025
Reduced 6.56%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
14,881
shares
|
$762,502
0.14% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
14,825
shares
|
$759,633
0.02% of portfolio
|
Q1 2025
Added 5.66%
|
|
|
Cap Partners, LLC
Franklin, TN |
May 08, 2025 Q1 2025 |
14,538
shares
|
$744,927
0.54% of portfolio
|
Q1 2025
Reduced 5.12%
|
|
|
Davidson Trust CO
|
Apr 28, 2025 Q1 2025 |
14,267
shares
|
$731,041
0.35% of portfolio
|
Q1 2025
Added 0.66%
|