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 |
| Compagnie Lombard Odier SCmA | 0.06% | Add +8.3% | 66,620 | $3.4M |
| Diversify Advisory Services, LLC | 0.20% | — | 66,807 | $3.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -69.0% | 61,987 | $3.1M |
| Atria Wealth Solutions, Inc. | 0.04% | Add +10.9% | 61,319 | $3.1M |
| Bank of Montreal | 0.00% | Add +26.4% | 60,755 | $3.1M |
| Virtue Capital Management, LLC | 0.55% | Reduce -17.6% | 61,513 | $3.1M |
| Fluent Financial, LLC | 1.63% | Add +3.9% | 58,058 | $2.9M |
| Commonwealth Equity Services, LLC | 0.00% | Add +1.2% | 56,515 | $2.9M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -88.9% | 52,732 | $2.7M |
| Banco Santander, S.A. | 0.03% | Reduce -30.4% | 50,829 | $2.6M |
| Fisher Asset Management | 0.00% | Add +4.7% | 50,091 | $2.5M |
| Old Mission Capital LLC | 0.06% | New | 47,691 | $2.4M |
| Concourse Financial Group Securities, Inc. | 0.14% | Reduce -2.0% | 44,077 | $2.2M |
| Keybank National Association | 0.01% | Reduce -5.5% | 43,748 | $2.2M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Reduce -12.0% | 43,417 | $2.2M |
| Mariner, LLC | 0.00% | Add +10.9% | 42,488 | $2.2M |
| Compass Financial Group, Inc. | 1.13% | Reduce -0.3% | 41,924 | $2.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.49% | Reduce -3.7% | 39,176 | $2.0M |
| Cobblestone Capital Advisors LLC | 0.12% | Add +16.2% | 39,019 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +0.1% | 38,435 | $2.0M |
| Wealthspire Retirement, LLC | 0.16% | Add +87.6% | 36,470 | $1.9M |
| Csenge Advisory Group | 0.10% | Add +8.8% | 33,874 | $1.7M |
| Bellwether Advisors, LLC | 0.38% | Reduce -3.0% | 33,654 | $1.7M |
| FWG Investments, LLC. | 1.84% | Reduce -2.6% | 33,472 | $1.7M |
| Creative Planning | 0.00% | Add +3.5% | 32,855 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -26.5% | 32,410 | $1.6M |
| Tolleson Wealth Management, Inc. | 0.31% | Reduce -49.3% | 31,510 | $1.6M |
| Modern Wealth Management, LLC | 0.15% | Add +396.4% | 31,484 | $1.6M |
| Valeo Financial Advisors, LLC | 0.06% | Add +6.0% | 31,856 | $1.6M |
| ShoreHaven Wealth Partners, LLC | 0.86% | Reduce -4.8% | 30,714 | $1.6M |
| GLOBALT Investments LLC / GA | 0.06% | New | 28,920 | $1.5M |
| Diligent Investors, LLC | 0.37% | Reduce -19.2% | 28,769 | $1.5M |
| Balyasny Asset Management L.P. | 0.00% | New | 28,680 | $1.5M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +12.2% | 28,910 | $1.4M |
| NewEdge Advisors, LLC | 0.01% | Add +0.6% | 27,858 | $1.4M |
| Penobscot Investment Management Company, Inc. | 0.14% | Add +17.5% | 26,850 | $1.4M |
| 1900 Wealth Management LLC | 0.12% | Reduce -55.5% | 26,036 | $1.3M |
| Flow Traders U.S. LLC | 0.07% | New | 25,985 | $1.3M |
| MA Private Wealth | 0.27% | Reduce -1.9% | 25,910 | $1.3M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 25,690 | $1.3M |
| WBH Advisory Inc. | 0.13% | Reduce -1.0% | 25,451 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | Add +9.0% | 24,958 | $1.3M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -6.0% | 24,443 | $1.2M |
| Arden Trust Co | 0.17% | Reduce -89.5% | 24,435 | $1.2M |
| Kelly Financial Services LLC | 0.47% | Add +602.2% | 24,430 | $1.2M |
| Fifth Third Securities, Inc. | 0.12% | New | 24,427 | $1.2M |
| Family Asset Management, LLC | 0.77% | Reduce -8.5% | 24,079 | $1.2M |
| Venture Visionary Partners LLC | 0.06% | Add +0.5% | 23,601 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -6.9% | 22,120 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +5.5% | 22,070 | $1.1M |
| New Century Financial Group, LLC | 0.75% | Reduce -17.2% | 21,284 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -1.1% | 20,898 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.76% | Add +0.7% | 20,787 | $1.1M |
| Beacon Pointe Advisors, LLC | 0.01% | Add +22.3% | 20,718 | $1.1M |
| HighTower Advisors, LLC | 0.00% | Add +8.7% | 20,095 | $1.0M |
| Kingfisher Capital LLC | 0.24% | Reduce -6.9% | 19,381 | $984K |
| Apollon Wealth Management, LLC | 0.03% | Reduce -7.8% | 18,881 | $959K |
| Private Advisor Group, LLC | 0.01% | Reduce -0.4% | 18,418 | $935K |
| Lion Street Advisors, LLC | 0.38% | No change | 18,102 | $928K |
| Principal Securities, Inc. | 0.03% | Add +10.5% | 18,217 | $925K |
| Alterna Wealth Management, Inc. | 0.71% | No change | 17,274 | $877K |
| Wealthstar Advisors, LLC | 0.29% | Reduce -0.2% | 16,552 | $840K |
| Signal Advisors Wealth, LLC | 0.21% | Add +43.5% | 16,487 | $837K |
| TFB Advisors LLC | 0.30% | Add +101.3% | 16,605 | $820K |
| Cedar Brook Financial Partners, LLC | 0.16% | Add +117.2% | 16,138 | $819K |
| REAP Financial Group, LLC | 0.22% | Reduce -11.0% | 15,936 | $809K |
| Brookstone Capital Management | 0.01% | Add +32.6% | 15,444 | $784K |
| Financial Avengers, Inc. | 0.41% | Add +58.0% | 15,440 | $775K |
| Cahill Financial Advisors Inc. | 0.11% | Reduce -5.7% | 15,244 | $774K |
| Financial Synergies Wealth Advisors, Inc. | 0.10% | New | 14,887 | $756K |
| Seascape Capital Management | 0.28% | Add +8.8% | 14,633 | $743K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -2.5% | 14,605 | $741K |
| Raymond James Trust N.A. | 0.02% | Add +4.7% | 14,409 | $732K |
| Market Street Wealth Management Advisors LLC | 0.13% | Reduce -44.6% | 14,108 | $716K |
| First National Corp. /Ma/ | 0.17% | No change | 13,711 | $703K |
| Arete Wealth Advisors, LLC | 0.06% | Add +30.7% | 13,728 | $697K |
| Shared Vision Wealth Group LLC | 0.43% | Reduce -23.6% | 13,564 | $689K |
| Northern Trust Corp. | 0.00% | New | 13,438 | $682K |
| Composition Wealth, LLC | 0.02% | No change | 13,350 | $678K |
| Rockland Trust Co. | 0.04% | No change | 13,129 | $667K |
| Montecito Bank & Trust | 0.13% | Add +10.9% | 13,098 | $665K |
| Foundations Investment Advisors, LLC | 0.02% | Reduce -15.0% | 12,653 | $642K |
| Peterson Financial Group, Inc. | 4.06% | Reduce -8.4% | 12,252 | $622K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -4.3% | 11,986 | $609K |
| MML Investors Services, LLC | 0.00% | Reduce -3.2% | 11,967 | $608K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +10.2% | 11,779 | $598K |
| Edgemoor Investment Advisors, Inc. | 0.05% | Add +4.7% | 11,055 | $561K |
| Betterment LLC | 0.00% | Add +40.1% | 10,848 | $551K |
| NTV Asset Management LLC | 0.08% | No change | 10,736 | $545K |
| Clearbridge Investments, LLC | 0.00% | Add +0.8% | 10,469 | $532K |
| Ascent Group, LLC | 0.05% | Reduce -9.2% | 10,276 | $522K |
| Cape Cod Five Cents Savings Bank | 0.05% | No change | 10,068 | $511K |
| Cahaba Wealth Management, Inc. | 0.05% | Add +0.7% | 9,874 | $501K |
| Lyell Wealth Management, LP | 0.05% | No change | 9,815 | $498K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -25.4% | 9,812 | $498K |
| Independent Financial Group, LLC | 0.02% | Reduce -6.5% | 9,715 | $493K |
| Global Retirement Partners, LLC | 0.02% | Reduce -8.9% | 9,533 | $484K |
| DHK Financial Advisors, Inc. | 0.33% | Reduce -9.9% | 9,127 | $463K |
| Robertson Stephens Wealth Management, LLC | 0.03% | Reduce -11.6% | 9,070 | $460K |
| Valley Financial Group, Inc. | 0.35% | Reduce -0.3% | 9,048 | $459K |
| Fifth Third Bancorp | 0.00% | Reduce -10.8% | 8,997 | $457K |
| Flagstar Securities, Inc. | 0.13% | Add +51.9% | 8,918 | $453K |
| Advisor Resource Council | 0.19% | New | 8,774 | $450K |
| Perigon Wealth Management, LLC | 0.01% | Add +3.2% | 8,857 | $450K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -29.1% | 8,713 | $442K |
| CreativeOne Wealth, LLC | 0.02% | Add +2.3% | 8,528 | $433K |
| NorthCoast Asset Management LLC | 0.01% | Add +11.0% | 8,527 | $433K |
| FMR LLC | 0.00% | Add +452.1% | 8,519 | $433K |
| Wescott Financial Advisory Group, LLC | 0.05% | Add +0.7% | 8,366 | $425K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -0.1% | 8,319 | $422K |
| Ade, LLC | 0.28% | Reduce -18.4% | 8,244 | $419K |
| Vestmark Advisory Solutions, Inc. | 0.02% | New | 8,107 | $412K |
| O'shaughnessy Asset Management, LLC | 0.00% | New | 8,079 | $410K |
| PFG Advisors | 0.03% | Reduce -2.3% | 8,021 | $407K |
| Davidson Trust Co. | 0.24% | New | 7,960 | $404K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -4.6% | 7,645 | $388K |
| IHT Wealth Management, LLC | 0.02% | New | 7,615 | $387K |
| Arkadios Wealth Advisors | 0.03% | Add +23.0% | 7,576 | $385K |
| Meadow Creek Wealth Advisors LLC | 0.26% | Reduce -0.6% | 7,271 | $369K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +5.7% | 7,134 | $362K |
| Truvestments Capital LLC | 0.14% | Reduce -11.3% | 7,108 | $361K |
| Summit Financial, LLC | 0.02% | Reduce -19.7% | 7,061 | $358K |
| Veltria Advisors Corp. | 0.09% | Reduce -5.6% | 7,044 | $358K |
| GC Wealth Management RIA, LLC | 0.07% | No change | 6,967 | $354K |
| CAP Partners, LLC | 0.31% | Add +7.3% | 6,949 | $353K |
| VestGen Investment Management | 0.11% | Add +16.8% | 6,810 | $346K |
| Scotia Capital Inc. | 0.00% | Add +4.6% | 6,494 | $330K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -20.8% | 6,413 | $326K |
| TD Capital Management LLC | 0.03% | Add +22.6% | 6,205 | $315K |
| IPG Investment Advisors LLC | 0.07% | Reduce -5.5% | 6,159 | $313K |
| Maripau Wealth Management LLC | 0.23% | Reduce -42.9% | 6,111 | $310K |
| Chicago Partners Investment Group LLC | 0.01% | Add +0.8% | 6,030 | $299K |
| Prospera Financial Services Inc | 0.01% | New | 5,863 | $298K |
| Wellington Wealth Strategies, LLC. | 0.13% | New | 5,675 | $288K |
| Lane & Associates LLC | 0.18% | Reduce -1.8% | 5,642 | $286K |
| RHS Financial, LLC | 0.16% | Add +35.9% | 5,546 | $282K |
| Savvy Advisors, Inc. | 0.16% | Add +6.5% | 5,492 | $279K |
| Captrust Financial Advisors | 0.00% | Add +37.1% | 5,454 | $277K |
| RFG Advisory, LLC | 0.01% | Reduce -27.4% | 5,437 | $276K |
| Capital Analysts, LLC | 0.01% | Add +2427.5% | 5,232 | $266K |
| Avantax Advisory Services, Inc. | 0.00% | Add +21.8% | 5,228 | $265K |
| Lido Advisors, LLC | 0.00% | New | 5,212 | $265K |
| Destiny Wealth Partners, LLC | 0.05% | No change | 4,982 | $253K |
| Clearstead Advisors, LLC | 0.01% | Add +0.6% | 5,061 | $252K |
| Noesis Capital Mangement Corp. | 0.06% | No change | 4,952 | $251K |
| Coulter & Justus Financial Services, LLC | 0.06% | New | 4,952 | $251K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +19.4% | 5,111 | $246K |
| Evergreen Capital Management LLC | 0.01% | No change | 4,829 | $245K |
| Focus Partners Advisor Solutions, LLC | 0.01% | Reduce -30.5% | 4,821 | $245K |
| Bellecapital International Ltd. | 0.05% | No change | 4,784 | $243K |
| James Investment Research, Inc. | 0.03% | No change | 4,755 | $241K |
| Sonata Capital Group Inc. | 0.11% | No change | 4,725 | $240K |
| Strategic Financial Concepts, LLC | 0.06% | New | 4,679 | $238K |
| DAVENPORT & Co LLC | 0.00% | New | 4,638 | $235K |
| Smartleaf Asset Management LLC | 0.05% | Add +23.2% | 4,609 | $234K |
| Synovus Financial Corp. | 0.00% | New | 4,612 | $234K |
| Concord Investment Counsel Inc. | 0.08% | — | 2,124 | $231K |
| Fort Point Capital Partners LLC | 0.03% | Reduce -28.8% | 4,530 | $230K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -8.4% | 4,455 | $226K |
| Financial Management Professionals, Inc. | 0.03% | New | 4,456 | $226K |
| Veery Capital, LLC | 0.09% | No change | 4,406 | $224K |
| Cypress Wealth Services, LLC | 0.05% | Reduce -10.7% | 4,362 | $221K |
| Moors & Cabot, Inc. | 0.01% | New | 4,358 | $221K |
| Townsquare Capital LLC | 0.00% | Add +4.6% | 4,310 | $219K |
| Iams Wealth Management, LLC | 0.13% | New | 4,338 | $218K |
| Pathstone Holdings, LLC | 0.00% | Reduce -12.4% | 4,243 | $215K |
| Stephens Inc. | 0.00% | Add +0.5% | 4,238 | $215K |
| Goldstone Financial Group, LLC | 0.05% | Reduce -13.3% | 4,220 | $214K |
| Mercer Global Advisors Inc. | 0.00% | New | 4,175 | $212K |
| FSA Advisors, Inc. | 0.22% | Reduce -3.3% | 4,121 | $209K |
| Private Client Services, LLC | 0.14% | Reduce -4.4% | 4,083 | $207K |
| Credential Qtrade Securities Inc. | 0.01% | No change | 3,609 | $183K |
| Qube Research & Technologies Ltd | 0.00% | No change | 3,184 | $162K |
| FinTrust Capital Advisors, LLC | 0.03% | No change | 3,142 | $160K |
| North Star Investment Management Corp. | 0.01% | New | 3,024 | $154K |
| Blair William & Co. | 0.00% | Add +7.5% | 2,999 | $152K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -1.4% | 2,966 | $151K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Reduce -37.7% | 2,923 | $148K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.9% | 2,687 | $136K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -98.3% | 2,334 | $118K |
| Private Trust Co. NA | 0.01% | Reduce -25.9% | 2,011 | $102K |
| Farther Finance Advisors, LLC | 0.01% | Add +3.0% | 1,985 | $100K |
| Pineridge Advisors LLC | 0.03% | Reduce -17.5% | 1,800 | $91K |
| Archer Investment Corp | 0.03% | Add +1.3% | 1,741 | $88K |
| Harbour Investments, Inc. | 0.00% | Reduce -4.0% | 1,662 | $84K |
| CIBC Private Wealth Group LLC | 0.00% | New | 1,649 | $83K |
| Colonial Trust Co / SC | 0.01% | Reduce -35.9% | 1,506 | $77K |
| AdvisorNet Financial, Inc | 0.01% | Add +732.8% | 1,499 | $76K |
| Empirical Asset Management, LLC | 0.04% | New | 47,075 | $74K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +806.3% | 1,450 | $74K |
| Barclays PLC | 0.00% | Add +3.5% | 1,400 | $71K |
| Creative Financial Designs Inc. | 0.01% | Add +0.5% | 1,382 | $70K |
| Richardson Financial Services Inc. | 0.05% | Add +5.6% | 1,381 | $70K |
| Parallel Advisors, LLC | 0.00% | No change | 1,348 | $68K |
| Edmond DE Rothschild Holding S.A. | 0.00% | No change | 1,240 | $63K |
| Blue Trust, Inc. | 0.00% | Reduce -10.5% | 979 | $50K |
| Versant Capital Management, Inc | 0.01% | New | 876 | $44K |
| Palisade Asset Management, LLC | 0.00% | New | 826 | $42K |
| Jones Financial Companies LLLP | 0.00% | New | 824 | $42K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Add +2.6% | 737 | $37K |
| RFP Financial Group LLC | 0.01% | No change | 723 | $37K |
| Spire Wealth Management | 0.00% | No change | 690 | $35K |
| Lanark Financial, Inc. | 0.00% | No change | 706 | $35K |
| Islay Capital Management, LLC | 0.03% | No change | 674 | $34K |
| Salem Investment Counselors Inc. | 0.00% | Reduce -25.4% | 615 | $31K |
| First Horizon Advisors, Inc. | 0.00% | Add +7.8% | 605 | $31K |
| Continuum Advisory, LLC | 0.00% | Reduce -96.1% | 612 | $31K |
| ICA Group Wealth Management, LLC | 0.01% | Add +2.9% | 601 | $31K |
| Sound Income Strategies, LLC | 0.00% | Reduce -27.9% | 583 | $30K |
| Aptus Capital Advisors, LLC | 0.00% | New | 551 | $28K |
| Founders Financial Alliance, LLC | 0.01% | Add +11.6% | 537 | $27K |
| IFP Advisors, Inc | 0.00% | Reduce -42.3% | 536 | $27K |
| National Bank of Canada | 0.00% | No change | 500 | $24K |
| Sunbelt Securities, Inc. | 0.00% | Add +15.1% | 457 | $23K |
| Anchor Investment Management, LLC | 0.00% | No change | 448 | $23K |
| Financial Freedom, LLC | 0.01% | No change | 428 | $22K |
| Avior Wealth Management, LLC | 0.00% | New | 414 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 402 | $20K |
| LRI Investments, LLC | 0.00% | — | 375 | $19K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 360 | $18K |
| Princeton Global Asset Management LLC | 0.00% | No change | 350 | $18K |
| Investors Research Corp | 0.00% | No change | 338 | $17K |
| Godsey & Gibb, Inc. | 0.00% | New | 300 | $15K |
| Retirement Group, LLC | 0.01% | No change | 286 | $15K |
| Quent Capital, LLC | 0.00% | Reduce -99.2% | 280 | $14K |
| Phillips Financial Management, LLC | 0.00% | No change | 280 | $14K |
| Raleigh Capital Management Inc. | 0.01% | Reduce -78.4% | 278 | $14K |
| Sage Mountain Advisors LLC | 0.00% | No change | 272 | $14K |
| Balentine LLC | 0.00% | New | 266 | $14K |
| Caldwell Trust Co | 0.00% | No change | 256 | $13K |
| HM Payson & Co. | 0.00% | No change | 253 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 250 | $13K |
| NorthRock Partners, LLC | 0.00% | Add +85.1% | 248 | $13K |
| Highline Wealth Partners LLC | 0.01% | Add +412.5% | 246 | $12K |
| Delos Wealth Advisors, LLC | 0.01% | Add +45.8% | 242 | $12K |
| Sandy Spring Bank | 0.00% | No change | 218 | $11K |
| Global Wealth Strategies & Associates | 0.00% | Add +641.4% | 215 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 204 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 200 | $10K |
| AlphaMark Advisors, LLC | 0.00% | No change | 200 | $10K |
| Nemes Rush Group LLC | 0.00% | Reduce -28.8% | 188 | $10K |
| Northwest Capital Management Inc | 0.00% | No change | 187 | $9K |
| Rothschild Investment LLC | 0.00% | New | 181 | $9K |
| Cape Investment Advisory, Inc. | 0.00% | No change | 171 | $9K |
| EPG Wealth Management LLC | 0.00% | No change | 171 | $9K |
| Future Financial Wealth Managment LLC | 0.01% | New | 159 | $8K |
| Morton Brown Family Wealth, LLC | 0.00% | New | 152 | $8K |
| Colonial Trust Advisors | 0.00% | No change | 152 | $8K |
| LGT Financial Advisors LLC | 0.01% | Reduce -6.5% | 144 | $7K |
| PayPay Securities Corp | 0.33% | Reduce -13.3% | 130 | $7K |
| Realta Investment Advisors | 0.00% | New | 120 | $6K |
| Glen Eagle Advisors, LLC | 0.00% | Add +63.6% | 90 | $5K |
| CoreCap Advisors, LLC | 0.00% | New | 88 | $4K |
| Asset Dedication, LLC | 0.00% | No change | 77 | $4K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 76 | $4K |
| Register Financial Advisors LLC | 0.00% | No change | 72 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | New | 70 | $4K |
| Davis Capital Management | 0.00% | No change | 69 | $3K |
| Nvwm, LLC | 0.00% | New | 58 | $3K |
| Tucker Asset Management LLC | 0.00% | Reduce -90.3% | 58 | $3K |
| WestEnd Advisors, LLC | 0.00% | No change | 56 | $3K |
| Key Financial Inc | 0.00% | No change | 46 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 44 | $2K |
| Castleview Partners, LLC | 0.00% | No change | 34 | $2K |
| Venturi Wealth Management, LLC | 0.00% | No change | 23 | $1K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -11.1% | 16 | $812 |
| Larson Financial Group LLC | 0.00% | No change | 15 | $764 |
| Gradient Investments LLC | 0.00% | Reduce -98.5% | 14 | $720 |
| Oakworth Capital, Inc. | 0.00% | New | 14 | $711 |
| First Personal Financial Services | 0.00% | No change | 13 | $661 |
| HighMark Wealth Management LLC | 0.00% | No change | 3 | $168 |
| BNP Paribas Financial Markets | 0.00% | Reduce -90.9% | 1 | $51 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $51 |
| Rakuten Securities, Inc. | 0.00% | New | 1 | $51 |
| Summit Securities Group LLC | 0.00% | New | 2 | $0 |
| Covestor Ltd | 0.00% | No change | 6 | $0 |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.