iShares Broad Usd InvestmentUSIGETF
13F holders, Q2 2024 (June 30)395holders +19
53new positions
39sold out
2famous investors
$50.14avg. 13F price*
At the end of Q2 2024, 395 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings, up 19 from Q1 2024. 53 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($1.5B), Empower Advisory Group, LLC ($650.8M) and Ameriprise Financial Inc. ($455.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 53 | $54.9M |
| Exits | 39 | $2.3B |
All 13F filers, Q1 2024 → Q2 2024: 10,788,306 shares bought and 47,278,762 shares sold, net −36,490,456 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 395 holders
| Bank of America Corp. | 0.14% | Add +4.0% | 29,296,666 | $1.5B |
| Empower Advisory Group, LLC | 2.42% | Add +5.4% | 12,962,147 | $650.8M |
| Ameriprise Financial Inc. | 0.12% | Add +9.1% | 9,077,975 | $455.3M |
| Truist Financial Corp. | 0.57% | Add +1.9% | 7,478,955 | $375.5M |
| Japan Science & Technology Agency | 5.04% | No change | 7,234,311 | $363.2M |
| BlackRock Inc. | 0.01% | Add +24.0% | 7,115,035 | $357.2M |
| UBS Group AG | 0.10% | Reduce -2.2% | 6,685,424 | $335.7M |
| Assetmark, Inc. | 0.91% | Add +2.2% | 5,845,943 | $293.5M |
| Envestnet Asset Management Inc. | 0.08% | Add +2.8% | 4,728,151 | $237.4M |
| Tiaa Trust, National Association | 0.73% | Add +50.3% | 4,727,212 | $237.4M |
| Allworth Financial LP | 1.49% | Add +4.7% | 4,558,272 | $231.2M |
| Stifel Financial Corp. | 0.18% | Add +3.3% | 3,251,298 | $163.2M |
| Sei Investments Co. | 0.21% | Add +1.2% | 2,900,975 | $145.7M |
| Morgan Stanley | 0.01% | Add +1.7% | 2,686,110 | $134.9M |
| 1832 Asset Management L.P. | 0.24% | Add +28.5% | 2,596,616 | $130.4M |
| Valmark Advisers, Inc. | 2.01% | Add +8.8% | 2,351,153 | $118.1M |
| Asset Management One Co., Ltd. | 0.41% | Reduce -6.7% | 2,136,022 | $107.2M |
| Bank of New York Mellon Corp | 0.02% | Reduce -8.8% | 1,889,184 | $94.9M |
| Sensible Financial Planning & Management, LLC. | 15.00% | Add +4.6% | 1,382,332 | $69.4M |
| Merit Financial Group, LLC | 1.48% | Reduce -19.7% | 1,331,873 | $66.9M |
| Mather Group, Llc. | 0.76% | Add +6.7% | 1,213,486 | $61.6M |
| Meiji Yasuda Life Insurance Co | 1.08% | No change | 1,072,400 | $53.8M |
| Voya Financial Advisors, Inc. | 5.78% | Reduce -0.9% | 1,013,030 | $51.1M |
| JPMorgan Chase & Co. | 0.00% | Add +137.7% | 952,264 | $47.8M |
| Avidian Wealth Enterprises, LLC | 2.27% | Add +4.9% | 937,083 | $47.1M |
| LPL Financial LLC | 0.02% | Add +23.0% | 932,186 | $46.8M |
| Long Run Wealth Advisors, LLC | 11.52% | Add +11.5% | 906,068 | $45.5M |
| Mirae Asset Global Investments Co., Ltd. | 0.19% | Reduce -19.6% | 755,171 | $38.1M |
| AE Wealth Management LLC | 0.36% | Add +6.2% | 722,047 | $36.3M |
| New Jersey Better Educational Savings Trust | 70.23% | New | 698,945 | $35.1M |
| Goldman Sachs Group Inc. | 0.01% | Add +10.1% | 692,125 | $34.8M |
| Cetera Investment Advisers | 0.08% | Add +2.8% | 677,390 | $34.0M |
| Americana Partners, LLC | 2.67% | Add +19.4% | 674,588 | $33.9M |
| MCF Advisors LLC | 2.42% | Add +2.4% | 635,276 | $31.9M |
| Metropolitan Life Insurance Co | 11.46% | No change | 578,568 | $29.0M |
| NewEdge Wealth, LLC | 0.60% | Reduce -2.1% | 547,195 | $27.5M |
| Raymond James & Associates | 0.02% | Add +0.2% | 529,042 | $26.6M |
| Cwm, LLC | 0.12% | Reduce -8.0% | 490,215 | $24.6M |
| Manning & Napier Advisors LLC | 0.27% | — | 479,347 | $24.1M |
| Boston Financial Mangement LLC | 0.69% | Add +4.6% | 430,856 | $21.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.42% | Reduce -1.1% | 394,101 | $19.8M |
| Royal Bank of Canada | 0.00% | Add +1.3% | 369,160 | $18.5M |
| OneDigital Investment Advisors LLC | 0.21% | Add +2.4% | 327,476 | $16.4M |
| Securian Asset Management, Inc. | 0.47% | Add +1.5% | 323,017 | $16.2M |
| Shelter Mutual Insurance Co | 3.80% | No change | 290,980 | $14.6M |
| Saiph Capital, LLC | 6.27% | Add +1.0% | 279,781 | $14.0M |
| Cerity Partners LLC | 0.04% | Reduce -18.0% | 267,842 | $13.4M |
| Advisors Capital Management, LLC | 0.23% | Add +11.6% | 263,777 | $13.2M |
| Steward Partners Investment Advisory, LLC | 0.14% | Add +5.3% | 259,772 | $13.0M |
| Wells Fargo & Company | 0.00% | Reduce -28.2% | 252,386 | $12.7M |
| Bank Hapoalim BM | 1.78% | No change | 240,000 | $12.1M |
| HSBC Holdings PLC | 0.01% | Add +1.5% | 237,858 | $11.9M |
| Trilogy Capital Inc. | 0.65% | Reduce -15.1% | 237,261 | $11.9M |
| Sigma Planning Corp | 0.37% | Add +6.2% | 234,793 | $11.8M |
| Destination Wealth Management | 0.38% | Add +0.8% | 230,155 | $11.6M |
| Jane Street Group, LLC | 0.01% | Add +92.4% | 229,352 | $11.5M |
| Osaic Holdings, Inc. | 0.03% | Add +22.4% | 223,850 | $11.2M |
| Fulton Breakefield Broenniman LLC | 0.82% | Add +14.0% | 220,652 | $11.1M |
| One Capital Management, LLC | 0.38% | Reduce -30.5% | 219,531 | $11.0M |
| New York Life Investment Management LLC | 0.11% | Add +4.4% | 216,561 | $10.9M |
| Kingdom Financial Group LLC. | 7.28% | Add +17.5% | 214,097 | $10.7M |
| Cosner Financial Group, LLC | 7.49% | Reduce -8.8% | 210,844 | $10.6M |
| St Germain D J Co. Inc. | 0.50% | Add +29.6% | 206,329 | $10.4M |
| M&T Bank Corp | 0.04% | Reduce -16.3% | 205,797 | $10.3M |
| Crestwood Advisors Group, LLC | 0.21% | Add +17.3% | 203,320 | $10.2M |
| Premier Path Wealth Partners, LLC | 1.66% | Reduce -15.3% | 194,335 | $9.8M |
| Waterloo Capital, L.P. | 1.15% | Add +11.1% | 190,167 | $9.5M |
| McKinley Carter Wealth Services, Inc. | 0.58% | Add +2.4% | 182,844 | $9.2M |
| Kestra Investment Management, LLC | 0.61% | — | 178,210 | $8.9M |
| Westover Capital Advisors, LLC | 2.22% | Reduce -2.3% | 171,718 | $8.6M |
| Glassy Mountain Advisors, Inc. | 3.15% | Add +2.0% | 169,075 | $8.5M |
| NewEdge Advisors, LLC | 0.06% | Add +504.3% | 168,347 | $8.5M |
| Bartlett & Co. Wealth Management LLC | 0.13% | Add +18.6% | 164,615 | $8.3M |
| Sanctuary Advisors, LLC | 0.06% | — | 166,039 | $8.2M |
| US Bancorp \de | 0.01% | Reduce -6.2% | 163,404 | $8.2M |
| Comerica Bank | 0.03% | Add +1.8% | 131,080 | $6.6M |
| Vontobel Holding Ltd. | 0.02% | No change | 125,000 | $6.3M |
| BNP Paribas Financial Markets | 0.01% | Add +11729900.0% | 117,300 | $5.9M |
| Kestra Advisory Services, LLC | 0.03% | Add +25.7% | 122,566 | $5.8M |
| Motiv8 Investments LLC | 4.21% | Add +1.6% | 112,749 | $5.7M |
| Simplicity Wealth,LLC | 0.12% | Reduce -28.8% | 108,461 | $5.4M |
| US Financial Advisors, LLC | 1.79% | Add +24.2% | 106,308 | $5.3M |
| Balyasny Asset Management L.P. | 0.01% | Add +265.1% | 104,698 | $5.3M |
| Pallas Capital Advisors LLC | 0.23% | Add +8.8% | 99,339 | $5.1M |
| Renaissance Technologies | 0.01% | New | 98,800 | $5.0M |
| Quantitative Strategies, Inc. | 2.82% | Reduce -7.7% | 98,401 | $4.9M |
| Baird Financial Group, Inc. | 0.01% | Add +1.1% | 91,107 | $4.6M |
| Envestnet Portfolio Solutions, Inc. | 0.02% | Reduce -2.6% | 90,945 | $4.6M |
| Quattro Financial Advisors LLC | 1.18% | Add +2.2% | 89,865 | $4.5M |
| SIMA Wealth Partners, LLC | 4.13% | — | 86,343 | $4.3M |
| Checchi Capital Advisers, LLC | 0.34% | Reduce -10.2% | 84,318 | $4.2M |
| Aveo Capital Partners, LLC | 0.48% | Add +1.5% | 84,247 | $4.2M |
| Center For Asset Management LLC | 2.76% | Add +13.8% | 83,105 | $4.2M |
| Strategic Investment Advisors / MI | 0.51% | Add +6.5% | 82,966 | $4.2M |
| TD Waterhouse Canada Inc. | 0.04% | Add +3.5% | 83,500 | $4.2M |
| Trivant Custom Portfolio Group, LLC | 2.55% | Add +9.7% | 82,777 | $4.2M |
| IVC Wealth Advisors LLC | 2.32% | Add +8.6% | 82,761 | $4.2M |
| Aire Advisors, LLC | 0.92% | Add +3.6% | 80,690 | $4.0M |
| Algorithmic Investment Models, LLC | 3.12% | Reduce -5.1% | 79,597 | $4.0M |
| Kelly Financial Services LLC | 1.42% | Add +224.2% | 79,199 | $4.0M |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.