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 |
|---|---|---|---|---|---|
|
Long Run Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
991,721
shares
|
$50.6 Million
12.14% of portfolio
|
Q4 2024
Added 3.4%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Feb 14, 2025 Q4 2024 |
974,275
shares
|
$49.8 Million
5.37% of portfolio
|
Q4 2024
Reduced 0.84%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
820,592
shares
|
$41.9 Million
0.17% of portfolio
|
Q4 2024
Reduced 4.58%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
789,085
shares
|
$40.3 Million
0.38% of portfolio
|
Q4 2024
Added 1.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
747,095
shares
|
$38.2 Million
0.08% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
740,810
shares
|
$37.8 Million
2.62% of portfolio
|
Q4 2024
Added 11.72%
|
|
|
New Jersey Better Educational Savings Trust
|
Jan 31, 2025 Q4 2024 |
698,945
shares
|
$35.7 Million
67.54% of portfolio
|
Q2 2024
New holding
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
651,160
shares
|
$33.3 Million
1.42% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
597,047
shares
|
$30.5 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Metropolitan Life Insurance CO
New York, NY |
Feb 13, 2025 Q4 2024 |
578,568
shares
|
$29.5 Million
11.53% of portfolio
|
Q4 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
573,989
shares
|
$29.3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
520,315
shares
|
$26.6 Million
0.02% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
505,956
shares
|
$25.8 Million
1.0% of portfolio
|
Q4 2024
Added 15.05%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
505,032
shares
|
$25.8 Million
0.8% of portfolio
|
Q4 2024
Added 3.34%
|
|
|
Santa Clara Valley Transportation Authority
San Jose, CA |
Feb 10, 2025 Q4 2024 |
441,930
shares
|
$22.6 Million
22.36% of portfolio
|
Q3 2024
New holding
|
|
|
Manning & Napier Group, LLC
|
Apr 15, 2024 Q1 2024 |
429,666
shares
|
$21.9 Million
0.25% of portfolio
|
Q1 2024
Reduced 3.85%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Jan 23, 2025 Q4 2024 |
425,412
shares
|
$21.7 Million
0.24% of portfolio
|
Q4 2024
Reduced 12.03%
|
|
|
Crestwood Advisors Group LLC
|
Feb 04, 2025 Q4 2024 |
407,479
shares
|
$20.8 Million
0.4% of portfolio
|
Q4 2024
Added 41.54%
|
|
|
Ratio Wealth Group
Denver, CO |
May 13, 2024 Q1 2024 |
405,969
shares
|
$20.7 Million
3.99% of portfolio
|
Q1 2024
Added 9.0%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
385,318
shares
|
$19.7 Million
0.38% of portfolio
|
Q4 2024
Reduced 2.03%
|
|
|
Blue Edge Capital, LLC
Richmond, VA |
Feb 13, 2025 Q4 2024 |
362,808
shares
|
$18.5 Million
2.98% of portfolio
|
Q4 2024
Reduced 1.94%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
351,904
shares
|
$18 Million
0.21% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
335,348
shares
|
$17.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 97.93%
|
|
|
Securian Asset Management, Inc
|
Feb 10, 2025 Q4 2024 |
326,217
shares
|
$16.7 Million
0.48% of portfolio
|
Q4 2024
Added 0.99%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
304,583
shares
|
$15.6 Million
0.25% of portfolio
|
Q4 2024
Added 10.6%
|