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 |
| Erickson Financial Group, LLC | 2.95% | Add +1.8% | 77,053 | $3.9M |
| Columbus Macro, LLC | 1.48% | Reduce -0.1% | 76,009 | $3.8M |
| Avantax Advisory Services, Inc. | 0.03% | Add +1278.0% | 72,041 | $3.6M |
| Bank of Montreal | 0.00% | Add +14.2% | 69,368 | $3.5M |
| Hart & Patterson Financial Group LLC | 1.69% | Add +0.8% | 67,812 | $3.4M |
| Diversify Advisory Services, LLC | 0.18% | Reduce -0.6% | 66,440 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -27.7% | 65,207 | $3.3M |
| Virtue Capital Management, LLC | 0.55% | Add +3.6% | 63,754 | $3.2M |
| Modern Wealth Management, LLC | 0.22% | Add +92.1% | 60,467 | $3.0M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -4.8% | 59,018 | $3.0M |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -0.7% | 56,124 | $2.8M |
| Atria Wealth Solutions, Inc. | 0.03% | Reduce -10.4% | 54,959 | $2.8M |
| Compagnie Lombard Odier SCmA | 0.05% | Reduce -18.7% | 54,170 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.4% | 52,953 | $2.7M |
| Diversify Wealth Management, LLC | 0.33% | — | 50,867 | $2.6M |
| Fisher Asset Management | 0.00% | Add +3.3% | 51,743 | $2.6M |
| Banco Santander, S.A. | 0.03% | Reduce -1.2% | 50,205 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Reduce -78.1% | 47,853 | $2.4M |
| Retireful, LLC | 1.06% | New | 45,071 | $2.3M |
| Keybank National Association | 0.01% | Add +2.5% | 44,846 | $2.3M |
| Raymond James Financial Services Advisors, Inc. | 0.00% | Add +1.5% | 44,080 | $2.2M |
| Compass Financial Group, Inc. | 1.07% | Add +1.0% | 42,352 | $2.1M |
| Cobblestone Capital Advisors LLC | 0.13% | Add +7.9% | 42,091 | $2.1M |
| Wealthspire Retirement, LLC | 0.18% | Add +15.4% | 42,072 | $2.1M |
| Mariner, LLC | 0.00% | Reduce -1.7% | 41,769 | $2.1M |
| Concourse Financial Group Securities, Inc. | 0.13% | Reduce -6.0% | 41,433 | $2.1M |
| Global Wealth Management Investment Advisory, Inc. | 0.46% | Add +0.3% | 39,293 | $2.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +1.9% | 39,160 | $2.0M |
| Old Mission Capital LLC | 0.05% | Reduce -19.4% | 38,425 | $1.9M |
| Arista Wealth Management, LLC | 0.49% | New | 36,839 | $1.8M |
| Squarepoint Ops LLC | 0.01% | Reduce -69.5% | 36,837 | $1.8M |
| Pictet Asset Management Holding SA | 0.00% | New | 36,217 | $1.8M |
| FWG Investments, LLC. | 1.78% | Add +4.7% | 35,049 | $1.8M |
| EverSource Wealth Advisors, LLC | 0.11% | Add +14.9% | 33,228 | $1.7M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +4.3% | 33,819 | $1.7M |
| Csenge Advisory Group | 0.09% | Reduce -3.8% | 32,595 | $1.6M |
| Summit Financial, LLC | 0.07% | Add +351.6% | 31,885 | $1.6M |
| Bellwether Advisors, LLC | 0.33% | Reduce -6.0% | 31,641 | $1.6M |
| Tolleson Wealth Management, Inc. | 0.31% | Reduce -1.3% | 31,105 | $1.6M |
| Valeo Financial Advisors, LLC | 0.05% | Reduce -5.7% | 30,027 | $1.5M |
| Penobscot Investment Management Company, Inc. | 0.14% | Add +4.7% | 28,100 | $1.4M |
| Betterment LLC | 0.00% | Add +154.5% | 27,604 | $1.4M |
| GLOBALT Investments LLC / GA | 0.05% | Reduce -10.1% | 25,992 | $1.3M |
| Diligent Investors, LLC | 0.32% | Reduce -10.5% | 25,739 | $1.3M |
| Fort Washington Investment Advisors Inc. | 0.01% | No change | 25,690 | $1.3M |
| Arden Trust Co | 0.18% | Add +2.5% | 25,039 | $1.3M |
| Patriot Investment Management Group, Inc. | 0.10% | No change | 24,958 | $1.3M |
| Venture Visionary Partners LLC | 0.06% | Add +3.0% | 24,318 | $1.2M |
| WBH Advisory Inc. | 0.12% | Reduce -4.6% | 24,274 | $1.2M |
| Integrated Wealth Concepts LLC | 0.02% | Reduce -1.9% | 23,977 | $1.2M |
| Signature Estate & Investment Advisors LLC | 0.03% | New | 23,535 | $1.2M |
| Private Advisor Group, LLC | 0.01% | Add +25.9% | 23,182 | $1.2M |
| Family Asset Management, LLC | 0.74% | Reduce -5.3% | 22,794 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +1.4% | 22,436 | $1.1M |
| Ascentis Independent Advisors | 0.23% | — | 22,140 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -0.8% | 21,894 | $1.1M |
| Lion Street Advisors, LLC | 0.40% | Add +20.1% | 21,736 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Add +3.4% | 21,609 | $1.1M |
| ShoreHaven Wealth Partners, LLC | 0.56% | Reduce -30.3% | 21,413 | $1.1M |
| New Century Financial Group, LLC | 0.45% | Reduce -0.4% | 21,193 | $1.1M |
| Capstone Wealth Management Group, LLC | 0.69% | Add +1.1% | 21,020 | $1.1M |
| Fifth Third Securities, Inc. | 0.10% | Reduce -14.4% | 20,915 | $1.1M |
| Kingfisher Capital LLC | 0.23% | Add +2.5% | 19,855 | $997K |
| Creative Planning | 0.00% | Reduce -40.0% | 19,708 | $990K |
| Compound Planning, Inc. | 0.07% | Reduce -76.5% | 19,523 | $980K |
| Principal Securities, Inc. | 0.03% | Add +1.6% | 18,500 | $929K |
| Breakwater Capital Group | 0.21% | New | 18,423 | $925K |
| Financial Synergies Wealth Advisors, Inc. | 0.12% | Add +23.3% | 18,361 | $922K |
| Financial Avengers, Inc. | 0.45% | Add +8.7% | 16,778 | $842K |
| Brookstone Capital Management | 0.01% | Add +6.9% | 16,506 | $842K |
| Atria Investments, Inc | 0.01% | New | 16,734 | $840K |
| TFB Advisors LLC | 0.27% | Add +0.6% | 16,696 | $838K |
| HighTower Advisors, LLC | 0.00% | Reduce -18.3% | 16,418 | $826K |
| Apollon Wealth Management, LLC | 0.02% | Reduce -15.5% | 15,954 | $801K |
| Cahill Financial Advisors Inc. | 0.11% | Add +0.7% | 15,348 | $771K |
| Arete Wealth Advisors, LLC | 0.06% | Add +10.4% | 15,162 | $761K |
| Fluent Financial, LLC | 0.38% | Reduce -73.9% | 15,133 | $760K |
| Montecito Bank & Trust | 0.15% | Add +15.0% | 15,067 | $757K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -29.0% | 14,710 | $739K |
| Raymond James Trust N.A. | 0.02% | Add +0.0% | 14,414 | $724K |
| Flow Traders U.S. LLC | 0.04% | Reduce -44.6% | 14,398 | $723K |
| 1900 Wealth Management LLC | 0.07% | Reduce -46.2% | 14,004 | $703K |
| Connecticut Wealth Management, LLC | 0.04% | Reduce -4.2% | 13,996 | $703K |
| Market Street Wealth Management Advisors LLC | 0.12% | Reduce -1.8% | 13,854 | $696K |
| Seascape Capital Management | 0.25% | Reduce -7.6% | 13,525 | $679K |
| Composition Wealth, LLC | 0.02% | No change | 13,350 | $670K |
| Foundations Investment Advisors, LLC | 0.02% | Add +4.6% | 13,234 | $665K |
| First National Corp. /Ma/ | 0.16% | Reduce -3.6% | 13,221 | $664K |
| Van Hulzen Asset Management, LLC | 0.04% | Add +10.5% | 13,012 | $653K |
| Peterson Financial Group, Inc. | 3.94% | Add +5.0% | 12,859 | $646K |
| Davidson Trust Co. | 0.41% | Add +48.5% | 11,824 | $594K |
| Edgemoor Investment Advisors, Inc. | 0.06% | Add +6.8% | 11,805 | $593K |
| MML Investors Services, LLC | 0.00% | Reduce -4.0% | 11,490 | $577K |
| Alterna Wealth Management, Inc. | 0.50% | Reduce -33.9% | 11,413 | $573K |
| Exencial Wealth Advisors, LLC | 0.02% | Reduce -5.5% | 11,324 | $569K |
| Kraft, Davis & Associates, LLC | 0.17% | New | 11,122 | $566K |
| Northern Trust Corp. | 0.00% | Reduce -17.1% | 11,144 | $560K |
| Arkadios Wealth Advisors | 0.04% | Add +42.6% | 10,806 | $543K |
| Natixis Advisors, LLC | 0.00% | New | 10,796 | $542K |
| NTV Asset Management LLC | 0.08% | Add +0.5% | 10,793 | $542K |
| Clearbridge Investments, LLC | 0.00% | Reduce -2.3% | 10,231 | $514K |
| Smartleaf Asset Management LLC | 0.08% | Add +118.8% | 10,087 | $509K |
| Cahaba Wealth Management, Inc. | 0.04% | Add +1.1% | 9,984 | $501K |
| Lyell Wealth Management, LP | 0.05% | No change | 9,815 | $493K |
| Snowden Capital Advisors LLC | 0.01% | Add +10.1% | 9,592 | $482K |
| CAP Partners, LLC | 0.37% | Add +30.7% | 9,080 | $456K |
| Ascent Group, LLC | 0.04% | Reduce -11.9% | 9,051 | $454K |
| Independent Financial Group, LLC | 0.02% | Reduce -7.6% | 8,979 | $451K |
| Valley Financial Group, Inc. | 0.33% | Reduce -1.9% | 8,876 | $446K |
| NorthCoast Asset Management LLC | 0.00% | Add +3.6% | 8,835 | $444K |
| Great Valley Advisor Group, Inc. | 0.01% | New | 8,832 | $443K |
| Perigon Wealth Management, LLC | 0.01% | Reduce -0.9% | 8,774 | $441K |
| Shared Vision Wealth Group LLC | 0.25% | Reduce -36.0% | 8,675 | $436K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -13.0% | 8,535 | $429K |
| Wescott Financial Advisory Group, LLC | 0.05% | Add +1.1% | 8,460 | $425K |
| Lloyd Advisory Services, LLC. | 0.20% | New | 8,363 | $420K |
| Koss-Olinger Consulting, LLC | 0.04% | New | 8,324 | $418K |
| IHT Wealth Management, LLC | 0.02% | Add +9.2% | 8,316 | $418K |
| PFG Advisors | 0.03% | Add +3.4% | 8,290 | $416K |
| FMR LLC | 0.00% | Reduce -2.8% | 8,285 | $416K |
| Clearwater Capital Advisors, LLC | 0.04% | Reduce -1.3% | 8,211 | $412K |
| Optivise Advisory Services LLC | 0.22% | — | 8,144 | $409K |
| Flagstar Securities, Inc. | 0.11% | Reduce -9.3% | 8,093 | $406K |
| J.W. Cole Advisors, Inc. | 0.02% | Add +12.0% | 7,991 | $401K |
| VestGen Investment Management | 0.11% | Add +11.3% | 7,580 | $381K |
| Stratos Wealth Advisors, LLC | 0.02% | Reduce -3.3% | 7,395 | $371K |
| Meadow Creek Wealth Advisors LLC | 0.34% | Reduce -0.3% | 7,251 | $364K |
| Veltria Advisors Corp. | 0.13% | Add +2.1% | 7,191 | $361K |
| Rockland Trust Co. | 0.02% | Reduce -45.3% | 7,179 | $360K |
| GC Wealth Management RIA, LLC | 0.07% | No change | 6,967 | $350K |
| Lido Advisors, LLC | 0.00% | Add +33.5% | 6,956 | $349K |
| Truvestments Capital LLC | 0.13% | Reduce -5.9% | 6,687 | $336K |
| Ade, LLC | 0.22% | Reduce -20.1% | 6,584 | $331K |
| Global Retirement Partners, LLC | 0.01% | Reduce -33.5% | 6,339 | $318K |
| Clearstead Advisors, LLC | 0.01% | Add +24.1% | 6,282 | $315K |
| Synovus Financial Corp. | 0.00% | Add +35.8% | 6,265 | $315K |
| Corient Private Wealth LP | 0.00% | New | 6,215 | $312K |
| Capital Analysts, LLC | 0.01% | Add +18.6% | 6,204 | $312K |
| PNC Financial Services Group, Inc. | 0.00% | Add +131.2% | 6,212 | $312K |
| TD Capital Management LLC | 0.03% | Add +0.1% | 6,211 | $312K |
| Scotia Capital Inc. | 0.00% | Reduce -4.4% | 6,210 | $312K |
| REAP Financial Group, LLC | 0.08% | Reduce -61.1% | 6,194 | $311K |
| IPG Investment Advisors LLC | 0.07% | No change | 6,159 | $309K |
| Chicago Partners Investment Group LLC | 0.01% | No change | 6,030 | $307K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -5.2% | 6,083 | $307K |
| Mercer Global Advisors Inc. | 0.00% | Add +46.4% | 6,114 | $307K |
| Townsquare Capital LLC | 0.00% | Add +39.9% | 6,031 | $303K |
| Cape Cod Five Cents Savings Bank | 0.03% | Reduce -43.7% | 5,672 | $285K |
| CIBC Private Wealth Group LLC | 0.00% | Add +234.6% | 5,518 | $279K |
| Prospera Financial Services Inc | 0.01% | Reduce -6.8% | 5,466 | $275K |
| Maripau Wealth Management LLC | 0.18% | Reduce -14.9% | 5,198 | $261K |
| Formidable Asset Management, LLC | 0.04% | New | 5,075 | $255K |
| Savvy Advisors, Inc. | 0.08% | Reduce -7.7% | 5,069 | $255K |
| EP Wealth Advisors, LLC | 0.00% | Add +70.0% | 5,041 | $253K |
| Destiny Wealth Partners, LLC | 0.04% | No change | 4,982 | $250K |
| MA Private Wealth | 0.05% | Reduce -80.9% | 4,953 | $249K |
| Noesis Capital Mangement Corp. | 0.06% | No change | 4,952 | $249K |
| Pathstone Holdings, LLC | 0.00% | Add +14.1% | 4,843 | $243K |
| Evergreen Capital Management LLC | 0.01% | No change | 4,829 | $242K |
| Fort Point Capital Partners LLC | 0.03% | Add +5.7% | 4,788 | $240K |
| James Investment Research, Inc. | 0.03% | No change | 4,755 | $239K |
| Triumph Capital Management | 0.09% | New | 4,606 | $231K |
| Horst & Graben Wealth Management LLC | 0.04% | New | 4,581 | $230K |
| Edmonds Duncan Registered Investment Advisors, LLC | 0.06% | New | 4,535 | $228K |
| Azimuth Capital Investment Management LLC | 0.01% | Reduce -0.1% | 4,450 | $223K |
| Facet Wealth, Inc. | 0.01% | New | 4,379 | $223K |
| Veery Capital, LLC | 0.09% | No change | 4,406 | $221K |
| Moors & Cabot, Inc. | 0.01% | Reduce -0.6% | 4,332 | $218K |
| Essex Bank | 0.06% | New | 4,301 | $216K |
| Stephens Inc. | 0.00% | Reduce -0.1% | 4,233 | $213K |
| TSA Wealth Managment LLC | 0.09% | New | 4,192 | $210K |
| Cyndeo Wealth Partners, LLC | 0.02% | New | 4,146 | $208K |
| Quadrant Private Wealth Management, LLC | 0.05% | New | 4,142 | $208K |
| Magnus Financial Group LLC | 0.02% | New | 4,109 | $206K |
| FSA Advisors, Inc. | 0.21% | Reduce -0.8% | 4,086 | $206K |
| Captrust Financial Advisors | 0.00% | Reduce -26.5% | 4,008 | $201K |
| Bellecapital International Ltd. | 0.04% | Reduce -16.4% | 4,001 | $201K |
| Pinnacle Financial Partners Inc | 0.00% | New | 3,993 | $200K |
| Farther Finance Advisors, LLC | 0.01% | Add +87.2% | 3,716 | $185K |
| Aviso Financial Inc. | 0.01% | — | 3,609 | $181K |
| Financial Network Wealth Advisors LLC | 0.14% | New | 3,510 | $181K |
| International Assets Investment Management, LLC | 0.02% | New | 3,269 | $164K |
| Fifth Third Bancorp | 0.00% | Reduce -65.0% | 3,150 | $158K |
| FinTrust Capital Advisors, LLC | 0.03% | No change | 3,142 | $158K |
| North Star Investment Management Corp. | 0.01% | Add +1.1% | 3,058 | $154K |
| Oliver Lagore Vanvalin Investment Group | 0.04% | Add +4.5% | 3,056 | $153K |
| Blair William & Co. | 0.00% | Reduce -5.6% | 2,831 | $142K |
| Lynx Investment Advisory | 0.10% | — | 2,779 | $140K |
| Harbour Investments, Inc. | 0.00% | Add +57.7% | 2,621 | $132K |
| Coppell Advisory Solutions LLC | 0.02% | — | 2,436 | $122K |
| Empirical Asset Management, LLC | 0.04% | Reduce -2.9% | 45,716 | $109K |
| Pineridge Advisors LLC | 0.04% | Add +13.6% | 2,045 | $103K |
| Private Trust Co. NA | 0.01% | No change | 2,011 | $101K |
| Pacifica Partners Inc. | 0.04% | New | 1,804 | $91K |
| Archer Investment Corp | 0.03% | No change | 1,741 | $87K |
| Colonial Trust Co / SC | 0.01% | Add +8.7% | 1,637 | $83K |
| Redwood Wealth Management Group, LLC | 0.06% | New | 1,600 | $80K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | Add +9.0% | 1,581 | $79K |
| Parallel Advisors, LLC | 0.00% | Add +10.2% | 1,485 | $75K |
| Carolinas Wealth Consulting LLC | 0.01% | New | 1,460 | $73K |
| Sound Income Strategies, LLC | 0.01% | Add +149.4% | 1,454 | $73K |
| Creative Financial Designs Inc. | 0.01% | Add +0.3% | 1,386 | $70K |
| Richardson Financial Services Inc. | 0.05% | Reduce -0.2% | 1,378 | $69K |
| Edmond DE Rothschild Holding S.A. | 0.00% | Add +8.1% | 1,340 | $67K |
| Avior Wealth Management, LLC | 0.00% | Add +199.5% | 1,240 | $62K |
| Jones Financial Companies LLLP | 0.00% | Add +39.9% | 1,153 | $58K |
| Triad Wealth Partners, LLC | 0.03% | New | 1,114 | $56K |
| Blue Trust, Inc. | 0.00% | No change | 979 | $50K |
| Continuum Advisory, LLC | 0.01% | Add +21.6% | 744 | $37K |
| RFP Financial Group LLC | 0.01% | No change | 723 | $36K |
| Lanark Financial, Inc. | 0.00% | No change | 706 | $35K |
| Independence Bank of Kentucky | 0.01% | New | 682 | $34K |
| Householder Group Estate & Retirement Specialist, LLC | 0.01% | Reduce -6.7% | 688 | $34K |
| Islay Capital Management, LLC | 0.02% | No change | 674 | $34K |
| First Horizon Advisors, Inc. | 0.00% | Add +9.3% | 661 | $33K |
| Salem Investment Counselors Inc. | 0.00% | Add +7.0% | 658 | $33K |
| Bell Investment Advisors, Inc | 0.01% | New | 592 | $30K |
| Founders Financial Alliance, LLC | 0.01% | No change | 537 | $27K |
| National Bank of Canada | 0.00% | No change | 500 | $25K |
| Sunbelt Securities, Inc. | 0.00% | Add +0.9% | 461 | $23K |
| Anchor Investment Management, LLC | 0.00% | No change | 448 | $22K |
| Financial Freedom, LLC | 0.01% | No change | 428 | $22K |
| Versant Capital Management, Inc | 0.01% | Reduce -52.2% | 419 | $21K |
| Transcendent Capital Group LLC | 0.01% | New | 416 | $21K |
| AdvisorNet Financial, Inc | 0.00% | Reduce -72.7% | 410 | $21K |
| Strategic Financial Concepts, LLC | 0.01% | Add +4856.8% | 231,927 | $21K |
| DHJJ Financial Advisors, Ltd. | 0.01% | No change | 402 | $20K |
| O'shaughnessy Asset Management, LLC | 0.00% | Reduce -95.2% | 392 | $20K |
| LRI Investments, LLC | 0.00% | No change | 375 | $19K |
| Harel Insurance Investments & Financial Services Ltd. | 0.00% | No change | 360 | $18K |
| Chilton Capital Management LLC | 0.00% | New | 358 | $18K |
| Princeton Global Asset Management LLC | 0.00% | No change | 350 | $18K |
| Investors Research Corp | 0.00% | No change | 338 | $17K |
| Asset Dedication, LLC | 0.00% | Add +329.9% | 331 | $17K |
| Trust Co. of Vermont | 0.00% | New | 307 | $15K |
| Quent Capital, LLC | 0.00% | Add +1.4% | 284 | $14K |
| Raleigh Capital Management Inc. | 0.01% | Add +1.4% | 282 | $14K |
| Sage Mountain Advisors LLC | 0.00% | No change | 272 | $14K |
| Caldwell Trust Co | 0.00% | No change | 256 | $13K |
| ICA Group Wealth Management, LLC | 0.01% | Reduce -58.4% | 250 | $13K |
| AllSquare Wealth Management LLC | 0.01% | No change | 250 | $13K |
| NorthRock Partners, LLC | 0.00% | No change | 248 | $12K |
| Delos Wealth Advisors, LLC | 0.01% | Add +1.6% | 246 | $12K |
| Sandy Spring Bank | 0.00% | Add +9.2% | 238 | $12K |
| IFP Advisors, Inc | 0.00% | Reduce -59.5% | 217 | $11K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 204 | $10K |
| LGT Financial Advisors LLC | 0.02% | Add +38.9% | 200 | $10K |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 200 | $10K |
| West Branch Capital LLC | 0.00% | New | 198 | $10K |
| Cape Investment Advisory, Inc. | 0.00% | Add +9.9% | 188 | $9K |
| Nemes Rush Group LLC | 0.00% | No change | 188 | $9K |
| Rothschild Investment LLC | 0.00% | Add +1.1% | 183 | $9K |
| Ridgewood Investments LLC | 0.00% | New | 171 | $9K |
| CBIZ Investment Advisory Services, LLC | 0.00% | New | 170 | $9K |
| Colonial Trust Advisors | 0.00% | No change | 152 | $8K |
| Realta Investment Advisors | 0.00% | No change | 120 | $6K |
| Webster Bank, N. A. | 0.00% | New | 118 | $6K |
| Geneos Wealth Management Inc. | 0.00% | Reduce -95.2% | 112 | $6K |
| Sanctuary Wealth Management, L.L.C. | 0.00% | New | 102 | $5K |
| WASHINGTON TRUST Co | 0.00% | New | 101 | $5K |
| Wolff Wiese Magana LLC | 0.00% | New | 100 | $5K |
| First Pacific Financial | 0.00% | New | 94 | $5K |
| Register Financial Advisors LLC | 0.00% | Add +29.2% | 93 | $5K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 90 | $5K |
| Syntrinsic LLC | 0.00% | New | 75 | $4K |
| FSC Wealth Advisors, LLC | 0.00% | No change | 76 | $4K |
| FAS Wealth Partners, Inc. | 0.00% | Add +1.4% | 71 | $4K |
| Davis Capital Management | 0.00% | No change | 69 | $3K |
| McIlrath & Eck, LLC | 0.00% | New | 58 | $3K |
| WestEnd Advisors, LLC | 0.00% | No change | 56 | $3K |
| Glen Eagle Advisors, LLC | 0.00% | Reduce -38.9% | 55 | $3K |
| Key Financial Inc | 0.00% | No change | 46 | $2K |
| Bogart Wealth, LLC | 0.00% | No change | 44 | $2K |
| Spire Wealth Management | 0.00% | Reduce -93.9% | 42 | $2K |
| Castleview Partners, LLC | 0.00% | No change | 34 | $2K |
| New Millennium Group LLC | 0.00% | New | 29 | $1K |
| PayPay Securities Corp | 0.10% | Reduce -81.5% | 24 | $1K |
| Venturi Wealth Management, LLC | 0.00% | No change | 23 | $1K |
| Global Wealth Strategies & Associates | 0.00% | Reduce -90.2% | 21 | $1K |
| SWAN Capital LLC | 0.00% | New | 18 | $904 |
| Harbor Investment Advisory, LLC | 0.00% | No change | 16 | $803 |
| Larson Financial Group LLC | 0.00% | No change | 15 | $761 |
| Hobbs Group Advisors, LLC | 0.00% | — | 14 | $703 |
| Oakworth Capital, Inc. | 0.00% | No change | 14 | $703 |
| First Personal Financial Services | 0.00% | No change | 13 | $653 |
| Capital Investment Advisory Services, LLC | 0.00% | New | 11 | $552 |
| Northwest Capital Management Inc | 0.00% | Reduce -95.2% | 9 | $452 |
| Glass Jacobson Investment Advisors llc | 0.00% | New | 9 | $452 |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -98.9% | 6 | $301 |
| Chris Bulman Inc | 0.00% | — | 4 | $201 |
| HighMark Wealth Management LLC | 0.00% | No change | 3 | $168 |
| FWL Investment Management, LLC | 0.00% | No change | 1 | $50 |
| Rakuten Securities, Inc. | 0.00% | No change | 1 | $50 |
| First Command Advisory Services, Inc. | 0.00% | New | 23 | $0 |
| Covestor Ltd | 0.00% | Add +16.7% | 7 | $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.