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 464 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 $9.04 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
11,434
shares
|
$583,934
0.03% of portfolio
|
Q4 2024
Added 45.43%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
11,413
shares
|
$582,861
0.5% of portfolio
|
Q2 2024
Reduced 33.93%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
11,330
shares
|
$578,623
0.03% of portfolio
|
Q4 2024
Added 55.55%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Feb 03, 2025 Q4 2024 |
10,970
shares
|
$560,237
0.04% of portfolio
|
Q4 2024
Added 54.94%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
10,907
shares
|
$557,020
0.01% of portfolio
|
Q4 2024
Reduced 30.41%
|
|
|
Dhk Financial Advisors, Inc.
Portsmouth, NH |
Jan 22, 2025 Q4 2024 |
10,800
shares
|
$551,556
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
1900 Wealth Management LLC
|
Jan 27, 2025 Q4 2024 |
10,737
shares
|
$548,338
0.05% of portfolio
|
Q4 2024
Reduced 9.73%
|
|
|
Ntv Asset Management LLC
|
Jan 31, 2025 Q4 2024 |
10,736
shares
|
$548,287
0.07% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Clearbridge Investments, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
10,378
shares
|
$530,004
0.0% of portfolio
|
Q4 2024
Added 0.98%
|
|
|
Cahaba Wealth Management, Inc.
|
Feb 13, 2025 Q4 2024 |
10,249
shares
|
$523,416
0.04% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
10,188
shares
|
$520,301
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
9,815
shares
|
$501,252
0.04% of portfolio
|
Q4 2023
Reduced 3.01%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
9,799
shares
|
$500,434
0.07% of portfolio
|
Q4 2024
Added 10.55%
|
|
|
Valley Financial Group, Inc.
Ambler, PA |
Feb 14, 2025 Q4 2024 |
9,073
shares
|
$463,358
0.32% of portfolio
|
Q4 2024
Added 2.37%
|
|
|
Pfg Advisors
|
Feb 07, 2025 Q4 2024 |
9,066
shares
|
$463,000
0.03% of portfolio
|
Q4 2024
Added 3.65%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
8,957
shares
|
$457,433
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
8,907
shares
|
$454,880
0.0% of portfolio
|
Q4 2024
Added 85.87%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
8,837
shares
|
$451,305
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
8,807
shares
|
$449,773
0.38% of portfolio
|
Q4 2024
Added 2.96%
|
|
|
Wescott Financial Advisory Group, LLC
|
Feb 12, 2025 Q4 2024 |
8,684
shares
|
$443,491
0.05% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Hanlon Investment Management, Inc.
|
Feb 13, 2025 Q4 2024 |
8,673
shares
|
$442,930
0.12% of portfolio
|
Q4 2024
Added 7.42%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
8,658
shares
|
$442,164
0.01% of portfolio
|
Q4 2024
Added 17.03%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Feb 10, 2025 Q4 2024 |
8,543
shares
|
$436,291
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
8,521
shares
|
$435,167
0.01% of portfolio
|
Q4 2024
Added 7.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
8,509
shares
|
$434,554
0.01% of portfolio
|
Q4 2024
Added 0.82%
|