iShares Broad Usd InvestmentUSIGETF
13F holders, Q2 2026 (June 30)467holders +8
55new positions
50sold out
4famous investors
$51.30avg. 13F price*
At the end of Q2 2026, 467 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings, up 8 from Q1 2026. 55 opened new positions and 50 sold out. The largest holders were Bank of America Corp. ($3.3B), UBS Group AG ($3.0B) and Empower Advisory Group, LLC ($1.1B). 4 famous investors held it, including Joel Greenblatt (0.0% of Gotham Asset Management's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Broad Usd Investment
- CUSIP
- 464288620
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $272.8M |
| Exits | 50 | $61.0M |
All 13F filers, Q1 2026 → Q2 2026: 20,573,599 shares bought and 12,445,043 shares sold, net +8,128,556 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 467 holders
| Bank of America Corp. | 0.21% | Add +4.7% | 64,560,210 | $3.3B |
| UBS Group AG | 0.48% | Add +4.8% | 58,744,213 | $3.0B |
| Empower Advisory Group, LLC | 2.68% | Add +7.8% | 21,938,094 | $1.1B |
| Ameriprise Financial Inc. | 0.15% | Reduce -21.1% | 14,266,966 | $730.8M |
| TIAA Wealth Investment Management LLC | 3.99% | Add +2.0% | 11,596,236 | $597.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.10% | Reduce -5.2% | 11,011,795 | $564.8M |
| Assetmark, Inc. | 0.91% | Add +1.2% | 10,298,259 | $528.2M |
| Truist Financial Corp. | 0.62% | Reduce -5.5% | 10,160,720 | $521.1M |
| Tiaa-Cref Individual & Institutional Services, LLC | 1.58% | Reduce -1.9% | 8,965,515 | $459.8M |
| BlackRock, Inc. | 0.01% | Add +6.6% | 8,824,279 | $452.6M |
| Stifel Financial Corp. | 0.35% | Add +16.4% | 8,274,513 | $424.4M |
| Envestnet Asset Management Inc. | 0.08% | Reduce -7.3% | 6,437,173 | $330.2M |
| Allworth Financial LP | 1.15% | Reduce -9.8% | 5,290,436 | $271.3M |
| Franklin Resources Inc. | 0.06% | Add +0.7% | 4,953,875 | $254.1M |
| State of New Jersey Common Pension Fund D | 0.67% | New | 3,800,000 | $194.9M |
| Sei Investments Co. | 0.16% | Add +6.0% | 3,563,725 | $182.8M |
| LPL Financial LLC | 0.04% | Add +1.6% | 3,519,315 | $180.5M |
| Valmark Advisers, Inc. | 1.86% | Add +12.9% | 3,405,952 | $174.7M |
| 1832 Asset Management L.P. | 0.21% | Add +3.6% | 3,295,494 | $169.0M |
| Asset Management One Co., Ltd. | 0.40% | Add +8.5% | 3,002,847 | $154.0M |
| Morgan Stanley | 0.01% | Add +3.6% | 2,905,095 | $149.0M |
| Mercer Global Advisors Inc. | 0.15% | Add +96.1% | 2,389,937 | $122.6M |
| Wells Fargo & Company | 0.02% | Add +23.4% | 2,385,989 | $122.4M |
| Bank of New York Mellon Corp | 0.02% | Add +26.6% | 2,004,216 | $102.8M |
| JPMorgan Chase & Co. | 0.01% | Add +8.8% | 1,958,795 | $100.9M |
| Avidian Wealth Enterprises, LLC | 2.50% | Add +3.9% | 1,757,289 | $90.1M |
| Beacon Pointe Advisors, LLC | 0.36% | Reduce -1.5% | 1,502,940 | $77.1M |
| North Dakota State Investment Board | 3.12% | Reduce -71.4% | 1,499,747 | $76.9M |
| Cetera Investment Advisers | 0.06% | Add +15.4% | 1,296,025 | $66.5M |
| MCF Advisors LLC | 1.52% | Add +9.4% | 831,610 | $42.7M |
| Voya Financial Advisors, Inc. | 3.75% | Add +1.7% | 826,967 | $42.6M |
| Crestwood Advisors Group, LLC | 0.55% | Add +11.3% | 721,501 | $37.0M |
| Liberty Mutual Group Asset Management Inc. | 3.20% | No change | 714,850 | $36.7M |
| Trilogy Capital Inc. | 1.43% | Add +6.4% | 713,361 | $36.6M |
| Raymond James Financial Inc. | 0.01% | Add +1.5% | 690,017 | $35.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.07% | Add +13.7% | 674,155 | $34.6M |
| Fulton Breakefield Broenniman LLC | 1.97% | Reduce -0.1% | 652,977 | $33.5M |
| Captrust Financial Advisors | 0.05% | Add +2.2% | 628,294 | $32.2M |
| Diversify Advisory Services, LLC | 0.52% | New | 616,934 | $31.1M |
| Diversify Wealth Management, LLC | 0.52% | Add +12.6% | 616,934 | $31.1M |
| Royal Bank of Canada | 0.00% | Add +9.3% | 554,822 | $28.5M |
| State Farm Mutual Automobile Insurance Co. | 0.02% | Add +47.7% | 546,405 | $28.0M |
| New Jersey Better Educational Savings Trust | 41.90% | No change | 507,693 | $26.0M |
| Santa Clara Valley Transportation Authority | 20.09% | Add +4.9% | 505,717 | $25.9M |
| Strategic Investment Advisors / MI | 1.35% | Add +2.2% | 436,367 | $22.4M |
| Blue Edge Capital, LLC | 2.62% | Reduce -0.0% | 426,139 | $21.9M |
| Securian Asset Management, Inc. | 0.79% | Reduce -2.1% | 430,517 | $21.8M |
| St Germain D J Co. Inc. | 0.77% | Add +2.6% | 415,596 | $21.3M |
| Advisors Capital Management, LLC | 0.23% | Add +7.0% | 408,723 | $21.0M |
| McKinley Carter Wealth Services, Inc. | 1.06% | Add +11.5% | 399,288 | $20.5M |
| New York Life Investment Management LLC | 0.14% | Reduce -8.8% | 394,542 | $20.2M |
| Cosner Financial Group, LLC | 10.00% | Add +4.0% | 379,687 | $19.5M |
| OneDigital Investment Advisors LLC | 0.16% | Reduce -9.8% | 365,404 | $18.7M |
| Susquehanna International Group, LLP | 0.02% | Add +340.8% | 350,520 | $18.0M |
| Pallas Capital Advisors LLC | 0.53% | Add +4.3% | 338,709 | $17.4M |
| Modern Wealth Management, LLC | 0.20% | Add +17.4% | 327,457 | $16.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Add +7.1% | 287,652 | $14.8M |
| Tiaa Trust, National Association | 0.86% | Add +1.2% | 284,211 | $14.6M |
| Prudential PLC | 0.10% | Add +280.0% | 281,860 | $14.5M |
| Rational Advisors, Inc. | 1.39% | New | 281,728 | $14.4M |
| Destination Wealth Management | 0.34% | Add +1.1% | 279,770 | $14.3M |
| Shelter Mutual Insurance Co | 2.86% | No change | 263,974 | $13.5M |
| Robertson Stephens Wealth Management, LLC | 0.31% | Add +2.1% | 242,928 | $12.5M |
| HSBC Holdings PLC | 0.01% | Add +7.1% | 233,879 | $12.0M |
| Westover Capital Advisors, LLC | 1.85% | Reduce -1.2% | 217,402 | $11.2M |
| One Capital Management, LLC | 0.28% | No change | 199,428 | $10.2M |
| Sigma Planning Corp | 0.26% | Add +2.2% | 199,125 | $10.2M |
| Allstate Corp. | 0.10% | New | 198,315 | $10.2M |
| SIMA Wealth Partners, LLC | 7.18% | Add +2.0% | 197,581 | $10.1M |
| Premier Path Wealth Partners, LLC | 1.16% | Add +7.1% | 196,794 | $10.1M |
| Glassy Mountain Advisors, Inc. | 2.75% | Add +3.9% | 195,683 | $10.0M |
| Harbor Capital Advisors, Inc. | 0.68% | Add +2902.0% | 193,660 | $9.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.7% | 187,320 | $9.6M |
| Rockefeller Capital Management L.P. | 0.01% | Add +4.1% | 184,811 | $9.5M |
| Dakota Wealth Management | 0.18% | Add +34.2% | 180,895 | $9.3M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.3% | 179,591 | $9.2M |
| Simplicity Wealth,LLC | 0.29% | Add +5.8% | 169,089 | $8.7M |
| Merit Financial Group, LLC | 0.05% | Reduce -53.3% | 166,298 | $8.5M |
| EverSource Wealth Advisors, LLC | 0.28% | Add +256.7% | 164,247 | $8.4M |
| IVC Wealth Advisors LLC | 3.25% | Add +4.2% | 162,344 | $8.3M |
| Fifth Third Bancorp | 0.01% | Add +0.1% | 154,178 | $7.9M |
| NewEdge Advisors, LLC | 0.02% | Add +89.5% | 149,249 | $7.7M |
| Triumph Capital Management | 1.35% | Add +7.4% | 145,500 | $7.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +0.3% | 141,923 | $7.2M |
| Archford Capital Strategies, LLC | 0.71% | Add +4.3% | 136,004 | $7.0M |
| Smartleaf Asset Management LLC | 0.23% | No change | 135,350 | $7.0M |
| Osaic Holdings, Inc. | 0.01% | Reduce -39.7% | 130,820 | $6.7M |
| Trivant Custom Portfolio Group, LLC | 3.56% | Reduce -1.4% | 130,399 | $6.7M |
| Venture Visionary Partners LLC | 0.18% | Add +467.1% | 127,522 | $6.5M |
| Aprio Wealth Management, LLC | 0.32% | Add +654.9% | 125,787 | $6.5M |
| TD Waterhouse Canada Inc. | 0.02% | Add +6.2% | 126,130 | $6.4M |
| Sanctuary Advisors, LLC | 0.03% | Add +18.1% | 124,308 | $6.4M |
| Concurrent Investment Advisors, LLC | 0.05% | Add +17.1% | 114,416 | $5.9M |
| Napier Financial, LLC | 1.19% | Add +0.8% | 111,352 | $5.7M |
| Financial Avengers, Inc. | 2.34% | Add +8.7% | 110,014 | $5.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +260.3% | 109,201 | $5.6M |
| US Bancorp \de | 0.01% | Add +51.8% | 108,541 | $5.6M |
| Fjell Capital, LLC | 3.79% | Add +5.0% | 108,370 | $5.6M |
| Wealthspire Retirement, LLC | 0.30% | Add +0.4% | 108,163 | $5.5M |
| Bartlett & Co. Wealth Management LLC | 0.07% | Reduce -6.0% | 104,710 | $5.4M |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.