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 413 institutions that hold shares in the stock, with a total of 166 Million shares, which have been reported (via 13F filing form) to have a value of $8.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,051
shares
|
$2.47 Million
0.0% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
Oct 15, 2024 Q3 2024 |
48,639
shares
|
$2.45 Million
1.51% of portfolio
|
Q3 2024
Added 131.39%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
47,983
shares
|
$2.41 Million
0.01% of portfolio
|
Q3 2024
Reduced 9.39%
|
|
|
Empirical Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
46,089
shares
|
$2.32 Million
0.31% of portfolio
|
Q3 2024
Added 0.82%
|
|
|
Compass Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
44,117
shares
|
$2.22 Million
1.15% of portfolio
|
Q3 2024
Added 4.17%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
43,193
shares
|
$2.17 Million
0.14% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
41,640
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Added 6.33%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
41,585
shares
|
$2.09 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.44%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
39,635
shares
|
$1.99 Million
0.2% of portfolio
|
Q2 2023
Reduced 9.24%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
39,620
shares
|
$1.99 Million
0.14% of portfolio
|
Q3 2024
Added 19.24%
|
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Oct 30, 2024 Q3 2024 |
39,525
shares
|
$1.99 Million
0.45% of portfolio
|
Q3 2024
Added 0.59%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Oct 30, 2024 Q3 2024 |
36,839
shares
|
$1.85 Million
0.47% of portfolio
|
Q2 2024
New holding
|
|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Nov 12, 2024 Q3 2024 |
36,217
shares
|
$1.82 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Family Wealth Group, LLC
Lexington, KY |
Nov 14, 2024 Q3 2024 |
35,761
shares
|
$1.8 Million
2.02% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Fort Washington Investment Advisors Inc
|
Oct 25, 2024 Q3 2024 |
34,045
shares
|
$1.71 Million
0.01% of portfolio
|
Q3 2024
Added 32.52%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
32,765
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.12%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
32,423
shares
|
$1.63 Million
0.1% of portfolio
|
Q3 2024
Reduced 22.97%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
31,654
shares
|
$1.59 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.89%
|
|
|
Transatlantique Private Wealth LLC
|
Nov 13, 2024 Q3 2024 |
31,620
shares
|
$1.59 Million
0.66% of portfolio
|
Q3 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
31,433
shares
|
$1.58 Million
0.33% of portfolio
|
Q3 2024
Reduced 0.66%
|
|
|
Valeo Financial Advisors, LLC
|
Oct 10, 2024 Q3 2024 |
30,789
shares
|
$1.55 Million
0.04% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Signature Estate & Investment Advisors LLC
|
Nov 06, 2024 Q3 2024 |
28,916
shares
|
$1.45 Million
0.04% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
28,056
shares
|
$1.41 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.01%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
27,795
shares
|
$1.4 Million
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,005
shares
|
$1.36 Million
0.06% of portfolio
|
Q3 2022
Reduced 17.75%
|