iShares Broad Usd InvestmentUSIGETF
13F holders, Q1 2024 (March 31)376holders
1famous investor
$50.74avg. 13F price*
At the end of Q1 2024, 376 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings. The largest holders were UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($2.3B), Bank of America Corp. ($1.4B) and Empower Advisory Group, LLC ($624.3M). One famous investor held it Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Broad Usd Investment
- CUSIP
- 464288620
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 48 | $2.3B |
| Exits | 47 | $18.4M |
Ownership 376 holders
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.81% | New | 44,400,638 | $2.3B |
| Bank of America Corp. | 0.14% | Add +1.3% | 28,181,154 | $1.4B |
| Empower Advisory Group, LLC | 2.34% | Add +2.9% | 12,297,460 | $624.3M |
| Ameriprise Financial Inc. | 0.12% | Add +214.5% | 8,318,694 | $421.3M |
| Truist Financial Corp. | 0.57% | Add +5.7% | 7,340,217 | $372.7M |
| Japan Science & Technology Agency | 4.56% | No change | 7,234,311 | $367.3M |
| UBS Group AG | 0.11% | Add +10.8% | 6,835,012 | $347.0M |
| BlackRock Inc. | 0.01% | Add +104.2% | 5,737,632 | $291.3M |
| Assetmark, Inc. | 0.94% | Add +7.7% | 5,718,680 | $290.3M |
| Envestnet Asset Management Inc. | 0.09% | Add +2.0% | 4,601,257 | $233.6M |
| Allworth Financial LP | 1.56% | Add +5.5% | 4,355,375 | $221.1M |
| Stifel Financial Corp. | 0.18% | Reduce -12.2% | 3,147,779 | $159.8M |
| Tiaa Trust, National Association | 0.49% | Add +16.7% | 3,144,345 | $159.8M |
| Sei Investments Co. | 0.21% | Reduce -0.4% | 2,866,676 | $145.5M |
| Morgan Stanley | 0.01% | Add +13.8% | 2,641,909 | $134.1M |
| Asset Management One Co., Ltd. | 0.45% | Add +1.7% | 2,288,693 | $116.2M |
| Valmark Advisers, Inc. | 1.91% | Add +2.8% | 2,160,704 | $109.7M |
| Bank of New York Mellon Corp | 0.02% | Reduce -70.1% | 2,071,181 | $105.2M |
| 1832 Asset Management L.P. | 0.19% | Add +0.7% | 2,020,661 | $102.6M |
| Merit Financial Group, LLC | 1.97% | Add +28.7% | 1,659,004 | $82.7M |
| Sensible Financial Planning & Management, LLC. | 14.83% | Add +2.3% | 1,321,344 | $67.1M |
| Mather Group, Llc. | 0.92% | Reduce -0.6% | 1,136,987 | $58.3M |
| Meiji Yasuda Life Insurance Co | 1.15% | No change | 1,072,400 | $54.4M |
| Voya Financial Advisors, Inc. | 5.93% | Reduce -39.0% | 1,022,168 | $51.9M |
| Mirae Asset Global Investments Co., Ltd. | 0.10% | Reduce -6.2% | 939,369 | $47.7M |
| Avidian Wealth Enterprises, LLC | 2.43% | Add +32.5% | 893,604 | $45.4M |
| Long Run Wealth Advisors, LLC | 10.86% | Add +4.5% | 812,773 | $41.3M |
| LPL Financial LLC | 0.02% | Add +1.7% | 757,697 | $38.5M |
| AE Wealth Management LLC | 0.39% | Reduce -56.9% | 679,781 | $34.5M |
| Cetera Investment Advisers | 0.08% | Add +531.7% | 658,763 | $33.4M |
| Goldman Sachs Group Inc. | 0.01% | Add +0.1% | 628,541 | $31.9M |
| MCF Advisors LLC | 2.44% | Add +7.5% | 620,649 | $31.5M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -21.3% | 583,058 | $29.6M |
| Metropolitan Life Insurance Co | 1.28% | No change | 578,568 | $29.4M |
| Americana Partners, LLC | 2.40% | Add +4.2% | 564,727 | $28.7M |
| NewEdge Wealth, LLC | 0.62% | Add +50.1% | 559,179 | $27.7M |
| Cwm, LLC | 0.13% | Reduce -68.5% | 532,908 | $27.1M |
| Raymond James & Associates | 0.02% | Reduce -1.3% | 528,164 | $26.8M |
| Boston Financial Mangement LLC | 0.67% | Add +4.0% | 411,849 | $20.9M |
| Ratio Wealth Group | 3.84% | Add +9.0% | 405,969 | $20.6M |
| JPMorgan Chase & Co. | 0.00% | Reduce -38.3% | 400,670 | $20.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.46% | Add +1.9% | 398,578 | $20.2M |
| Royal Bank of Canada | 0.00% | Reduce -49.2% | 364,553 | $18.5M |
| Wells Fargo & Company | 0.00% | Add +52.1% | 351,431 | $17.8M |
| Cerity Partners LLC | 0.04% | Add +2.0% | 326,626 | $16.6M |
| OneDigital Investment Advisors LLC | 0.26% | Add +5.6% | 319,832 | $16.2M |
| Securian Asset Management, Inc. | 0.47% | Add +2.3% | 318,117 | $16.2M |
| One Capital Management, LLC | 0.58% | Add +13.8% | 315,769 | $16.0M |
| Shelter Mutual Insurance Co | 3.81% | No change | 290,980 | $14.8M |
| Trilogy Capital Inc. | 0.82% | Add +2.3% | 279,281 | $14.2M |
| Saiph Capital, LLC | 6.54% | Add +2.7% | 277,014 | $14.1M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +4.0% | 246,639 | $12.5M |
| M&T Bank Corp | 0.04% | Reduce -29.1% | 245,800 | $12.5M |
| Bank Hapoalim BM | 1.66% | Reduce -5.9% | 240,000 | $12.3M |
| Advisors Capital Management, LLC | 0.22% | New | 236,300 | $12.0M |
| HSBC Holdings PLC | 0.01% | Add +15.4% | 234,403 | $11.9M |
| Cosner Financial Group, LLC | 8.41% | Add +1.6% | 231,327 | $11.7M |
| Destination Wealth Management | 0.39% | Add +12.8% | 228,223 | $11.6M |
| Premier Path Wealth Partners, LLC | 2.14% | Add +15002.8% | 229,562 | $11.4M |
| Sigma Planning Corp | 0.35% | Add +160.5% | 221,064 | $11.2M |
| Susquehanna International Group, LLP | 0.02% | Add +2360.4% | 218,902 | $11.1M |
| New York Life Investment Management LLC | 0.10% | Add +0.6% | 207,353 | $10.5M |
| Fulton Breakefield Broenniman LLC | 0.76% | Add +40.3% | 193,575 | $9.8M |
| Osaic Holdings, Inc. | 0.02% | Reduce -65.5% | 182,949 | $9.3M |
| Kingdom Financial Group LLC. | 6.50% | Add +52.8% | 182,213 | $9.3M |
| McKinley Carter Wealth Services, Inc. | 0.61% | Reduce -24.3% | 178,525 | $9.1M |
| Westover Capital Advisors, LLC | 2.61% | Add +7.3% | 175,782 | $8.9M |
| US Bancorp \de | 0.01% | Reduce -8.4% | 174,125 | $8.8M |
| Crestwood Advisors Group, LLC | 0.19% | Add +67.8% | 173,391 | $8.8M |
| Waterloo Capital, L.P. | 1.11% | Add +49.1% | 171,144 | $8.7M |
| Glassy Mountain Advisors, Inc. | 3.17% | Add +3.0% | 165,716 | $8.4M |
| St Germain D J Co. Inc. | 0.39% | Add +86.3% | 159,142 | $8.1M |
| Simplicity Wealth,LLC | 0.18% | Add +7.2% | 152,262 | $7.7M |
| Bartlett & Co. Wealth Management LLC | 0.11% | Add +48.2% | 138,806 | $7.0M |
| Comerica Bank | 0.03% | Add +8.8% | 128,720 | $6.5M |
| Vontobel Holding Ltd. | 0.05% | Reduce -16.7% | 125,000 | $6.3M |
| Squarepoint Ops LLC | 0.03% | New | 120,607 | $6.1M |
| Jane Street Group, LLC | 0.01% | New | 119,200 | $6.1M |
| Motiv8 Investments LLC | 4.38% | Add +38.7% | 110,972 | $5.6M |
| Quantitative Strategies, Inc. | 3.12% | Add +1.3% | 106,590 | $5.4M |
| Kestra Advisory Services, LLC | 0.03% | Add +11.7% | 97,506 | $5.0M |
| Checchi Capital Advisers, LLC | 0.37% | Reduce -3.8% | 93,901 | $4.8M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -7.2% | 93,336 | $4.7M |
| Pallas Capital Advisors LLC | 0.19% | Add +13.0% | 91,288 | $4.6M |
| Baird Financial Group, Inc. | 0.01% | Add +30.3% | 90,148 | $4.6M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +12.8% | 90,136 | $4.6M |
| Quattro Financial Advisors LLC | 1.27% | Add +172384.3% | 87,967 | $4.5M |
| US Financial Advisors, LLC | 1.51% | Add +1.8% | 85,623 | $4.3M |
| Algorithmic Investment Models, LLC | 3.13% | Add +37.7% | 83,843 | $4.3M |
| Compound Planning, Inc. | 0.39% | New | 83,010 | $4.2M |
| Aveo Capital Partners, LLC | 0.45% | Add +8.3% | 82,996 | $4.1M |
| TD Waterhouse Canada Inc. | 0.03% | Add +4.3% | 80,715 | $4.1M |
| Aire Advisors, LLC | 0.89% | Reduce -0.2% | 77,861 | $4.0M |
| Strategic Investment Advisors / MI | 0.51% | Add +8.5% | 77,884 | $4.0M |
| IVC Wealth Advisors LLC | 2.23% | Add +9.6% | 76,217 | $3.9M |
| Columbus Macro, LLC | 1.46% | Add +2.9% | 76,053 | $3.9M |
| Erickson Financial Group, LLC | 3.01% | Add +1.2% | 75,669 | $3.8M |
| Trivant Custom Portfolio Group, LLC | 2.44% | Add +5.3% | 75,434 | $3.8M |
| Center For Asset Management LLC | 3.03% | Add +9.7% | 73,017 | $3.7M |
| Hart & Patterson Financial Group LLC | 1.69% | Add +0.5% | 67,304 | $3.4M |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.