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 |
|---|---|---|---|---|---|
|
Aveo Capital Partners, LLC
|
Jan 30, 2025 Q4 2024 |
94,849
shares
|
$4.84 Million
0.56% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
93,686
shares
|
$4.78 Million
0.08% of portfolio
|
Q4 2023
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
88,050
shares
|
$4.5 Million
0.24% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
87,815
shares
|
$4.48 Million
0.02% of portfolio
|
Q4 2024
Reduced 82.01%
|
|
|
Ivc Wealth Advisors LLC
|
Jan 17, 2025 Q4 2024 |
87,415
shares
|
$4.46 Million
2.48% of portfolio
|
Q4 2024
Added 4.66%
|
|
|
Erickson Financial Group, LLC
Allentown, PA |
Jan 30, 2025 Q4 2024 |
85,698
shares
|
$4.38 Million
3.07% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Feb 11, 2025 Q4 2024 |
84,637
shares
|
$4.32 Million
0.9% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Feb 04, 2025 Q4 2024 |
83,626
shares
|
$4.27 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
83,195
shares
|
$4.25 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.16%
|
|
|
Keybank National Association
|
Feb 06, 2025 Q4 2024 |
78,253
shares
|
$4 Million
0.02% of portfolio
|
Q4 2024
Added 6.98%
|
|
|
Beaumont Capital Management, LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
77,930
shares
|
$3.98 Million
3.02% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
76,859
shares
|
$3.93 Million
0.02% of portfolio
|
Q4 2024
Reduced 16.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
76,357
shares
|
$3.9 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
74,325
shares
|
$3.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
74,288
shares
|
$3.79 Million
0.01% of portfolio
|
Q4 2024
Added 2.35%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Feb 04, 2025 Q4 2024 |
73,778
shares
|
$3.77 Million
3.83% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
73,048
shares
|
$3.73 Million
0.04% of portfolio
|
Q4 2024
Added 15.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
69,934
shares
|
$3.57 Million
0.01% of portfolio
|
Q4 2024
Reduced 9.06%
|
|
|
Virtue Capital Management, LLC
Brentwood, TN |
Feb 26, 2025 Q4 2024 |
66,425
shares
|
$3.39 Million
0.71% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
65,319
shares
|
$3.34 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Kelly Financial Services LLC
Braintree, MA |
Jan 15, 2025 Q4 2024 |
61,315
shares
|
$3.13 Million
1.19% of portfolio
|
Q4 2024
New holding
|
|
|
Hart & Patterson Financial Group LLC
Amherst, MA |
Jan 13, 2025 Q4 2024 |
60,039
shares
|
$3.07 Million
1.47% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
58,771
shares
|
$3 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
57,682
shares
|
$2.95 Million
2.21% of portfolio
|
Q4 2024
New holding
|
|
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
Jan 30, 2025 Q4 2024 |
55,227
shares
|
$2.82 Million
0.04% of portfolio
|
Q4 2024
Added 3.04%
|