iShares Broad Usd InvestmentUSIGETF
13F holders, Q3 2024 (September 30)399holders +4
45new positions
46sold out
3famous investors
$52.54avg. 13F price*
At the end of Q3 2024, 399 institutions reported holding iShares Broad Usd Investment (USIG) in their 13F filings, up 4 from Q2 2024. 45 opened new positions and 46 sold out. The largest holders were Bank of America Corp. ($1.6B), Empower Advisory Group, LLC ($712.0M) and Ameriprise Financial Inc. ($510.7M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Fisher (0.0% of Fisher Asset Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Broad Usd Investment
- CUSIP
- 464288620
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $196.9M |
| Exits | 46 | $81.6M |
All 13F filers, Q2 2024 → Q3 2024: 11,573,315 shares bought and 4,142,560 shares sold, net +7,430,755 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 399 holders
| Bank of America Corp. | 0.14% | Add +6.5% | 31,214,244 | $1.6B |
| Empower Advisory Group, LLC | 2.41% | Add +4.5% | 13,540,860 | $712.0M |
| Ameriprise Financial Inc. | 0.13% | Add +7.0% | 9,710,367 | $510.7M |
| Truist Financial Corp. | 0.62% | Add +0.1% | 7,490,142 | $393.8M |
| Japan Science & Technology Agency | 5.03% | No change | 7,234,311 | $380.4M |
| UBS Group AG | 0.10% | Reduce -1.5% | 6,582,759 | $346.1M |
| Assetmark, Inc. | 0.90% | Add +2.4% | 5,985,261 | $314.7M |
| BlackRock, Inc. | 0.01% | — | 5,932,677 | $311.9M |
| Tiaa Trust, National Association | 0.79% | Add +7.0% | 5,059,122 | $266.0M |
| Envestnet Asset Management Inc. | 0.08% | Add +5.7% | 4,998,440 | $262.8M |
| Allworth Financial LP | 1.49% | Add +2.2% | 4,659,143 | $245.0M |
| 1832 Asset Management L.P. | 0.30% | Add +30.8% | 3,396,082 | $178.6M |
| Stifel Financial Corp. | 0.18% | Add +3.0% | 3,349,668 | $176.1M |
| Franklin Resources Inc. | 0.04% | New | 2,726,675 | $141.1M |
| Morgan Stanley | 0.01% | Reduce -3.7% | 2,586,255 | $136.0M |
| Valmark Advisers, Inc. | 2.00% | Add +3.5% | 2,434,121 | $128.0M |
| Asset Management One Co., Ltd. | 0.42% | Add +5.3% | 2,248,586 | $118.2M |
| Sei Investments Co. | 0.15% | Reduce -26.2% | 2,141,190 | $112.6M |
| Bank of New York Mellon Corp | 0.02% | Reduce -6.7% | 1,763,083 | $92.7M |
| Sensible Financial Planning & Management, LLC. | 14.59% | Add +1.7% | 1,405,406 | $73.9M |
| Mather Group, Llc. | 0.86% | Add +5.2% | 1,276,844 | $67.1M |
| Merit Financial Group, LLC | 1.46% | Reduce -6.7% | 1,242,834 | $65.3M |
| JPMorgan Chase & Co. | 0.00% | Add +23.1% | 1,172,235 | $61.6M |
| LPL Financial LLC | 0.03% | Add +16.6% | 1,087,332 | $57.2M |
| Voya Financial Advisors, Inc. | 5.58% | Reduce -3.0% | 982,525 | $51.7M |
| Avidian Wealth Enterprises, LLC | 2.32% | Add +3.6% | 971,027 | $51.1M |
| Long Run Wealth Advisors, LLC | 11.87% | Add +5.9% | 959,152 | $50.4M |
| Mirae Asset Global Investments Co., Ltd. | 0.20% | Add +13.9% | 859,985 | $45.3M |
| AE Wealth Management LLC | 0.37% | Add +7.2% | 774,176 | $40.7M |
| Cetera Investment Advisers | 0.08% | Add +7.2% | 726,107 | $38.2M |
| New Jersey Better Educational Savings Trust | 69.49% | No change | 698,945 | $36.8M |
| MCF Advisors LLC | 2.44% | Add +4.4% | 663,105 | $34.9M |
| Americana Partners, LLC | 2.33% | Reduce -3.6% | 650,107 | $34.2M |
| Goldman Sachs Group Inc. | 0.01% | Reduce -15.9% | 582,323 | $30.6M |
| Metropolitan Life Insurance Co | 10.81% | No change | 578,568 | $30.4M |
| NewEdge Wealth, LLC | 0.53% | Add +2.5% | 560,701 | $29.5M |
| Raymond James & Associates | 0.02% | Reduce -1.6% | 520,315 | $27.4M |
| Boston Financial Mangement LLC | 0.77% | Add +13.4% | 488,706 | $25.7M |
| Cwm, LLC | 0.11% | Reduce -0.5% | 488,011 | $25.7M |
| Manning & Napier Advisors LLC | 0.28% | Add +0.9% | 483,565 | $25.4M |
| Santa Clara Valley Transportation Authority | 22.26% | — | 441,930 | $23.2M |
| Kestra Investment Management, LLC | 0.99% | Add +146.8% | 439,778 | $23.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.48% | Reduce -0.2% | 393,302 | $20.7M |
| Blue Edge Capital, LLC | 3.03% | New | 369,984 | $19.5M |
| Westover Capital Advisors, LLC | 3.66% | Add +111.0% | 362,388 | $19.1M |
| Robertson Stephens Wealth Management, LLC | 0.70% | New | 359,200 | $18.9M |
| OneDigital Investment Advisors LLC | 0.20% | Add +3.3% | 338,429 | $17.8M |
| One Capital Management, LLC | 0.55% | Add +50.7% | 330,759 | $17.4M |
| Securian Asset Management, Inc. | 0.49% | No change | 323,017 | $17.0M |
| BNP Paribas Financial Markets | 0.02% | Add +168.0% | 314,312 | $16.5M |
| Crestwood Advisors Group, LLC | 0.29% | Add +41.6% | 287,881 | $15.1M |
| Wells Fargo & Company | 0.00% | Add +10.0% | 277,631 | $14.6M |
| Shelter Mutual Insurance Co | 3.48% | Reduce -2.1% | 284,810 | $14.6M |
| Advisors Capital Management, LLC | 0.24% | Add +4.4% | 275,383 | $14.5M |
| Saiph Capital, LLC | 6.60% | Reduce -4.7% | 266,775 | $14.0M |
| Steward Partners Investment Advisory, LLC | 0.13% | Add +0.8% | 261,944 | $13.8M |
| Cerity Partners LLC | 0.03% | Reduce -5.2% | 253,909 | $13.4M |
| Trilogy Capital Inc. | 0.65% | Add +4.0% | 246,776 | $13.0M |
| Fulton Breakefield Broenniman LLC | 0.87% | Add +7.8% | 237,876 | $12.5M |
| Royal Bank of Canada | 0.00% | Reduce -36.2% | 235,564 | $12.4M |
| Destination Wealth Management | 0.38% | Add +1.3% | 233,167 | $12.3M |
| St Germain D J Co. Inc. | 0.56% | Add +12.5% | 232,035 | $12.2M |
| Osaic Holdings, Inc. | 0.03% | Add +0.0% | 223,924 | $11.8M |
| New York Life Investment Management LLC | 0.11% | Add +0.8% | 218,319 | $11.5M |
| Cosner Financial Group, LLC | 7.26% | Add +1.6% | 214,223 | $11.3M |
| Kingdom Financial Group LLC. | 8.35% | Reduce -0.8% | 212,458 | $11.2M |
| Premier Path Wealth Partners, LLC | 1.73% | Add +7.1% | 208,184 | $10.9M |
| Bartlett & Co. Wealth Management LLC | 0.15% | Add +22.4% | 201,453 | $10.6M |
| Pallas Capital Advisors LLC | 0.45% | Add +106.5% | 205,099 | $10.5M |
| NewEdge Advisors, LLC | 0.07% | Add +14.0% | 191,933 | $10.1M |
| Kraft, Davis & Associates, LLC | 2.93% | Add +1633.0% | 192,747 | $9.8M |
| McKinley Carter Wealth Services, Inc. | 0.59% | Add +1.9% | 186,379 | $9.8M |
| M&T Bank Corp | 0.03% | Reduce -13.8% | 177,329 | $9.3M |
| Glassy Mountain Advisors, Inc. | 3.21% | Add +2.8% | 173,811 | $9.1M |
| Balyasny Asset Management L.P. | 0.02% | Add +59.0% | 166,508 | $8.8M |
| Trivant Custom Portfolio Group, LLC | 4.86% | Add +93.5% | 160,181 | $8.4M |
| US Bancorp \de | 0.01% | Reduce -4.4% | 156,192 | $8.2M |
| HSBC Holdings PLC | 0.00% | Reduce -39.2% | 144,701 | $7.6M |
| Waterloo Capital, L.P. | 0.82% | Reduce -24.6% | 143,333 | $7.5M |
| Comerica Bank | 0.03% | Add +1.2% | 132,607 | $7.0M |
| Howard Bailey Securities, LLC | 2.53% | — | 126,916 | $6.7M |
| Vontobel Holding Ltd. | 0.02% | No change | 125,000 | $6.6M |
| Motiv8 Investments LLC | 4.40% | Add +10.2% | 124,287 | $6.5M |
| Sigma Planning Corp | 0.19% | Reduce -50.1% | 117,152 | $6.2M |
| Jane Street Group, LLC | 0.01% | Reduce -49.6% | 115,577 | $6.1M |
| Baird Financial Group, Inc. | 0.01% | Add +15.5% | 105,196 | $5.5M |
| US Financial Advisors, LLC | 1.71% | Reduce -2.0% | 104,181 | $5.5M |
| Brophy Wealth Management, LLC | 1.90% | — | 101,128 | $5.3M |
| SIMA Wealth Partners, LLC | 4.50% | Add +14.1% | 98,518 | $5.2M |
| Simplicity Wealth,LLC | 0.48% | Reduce -9.7% | 97,978 | $5.2M |
| Renaissance Technologies | 0.01% | Reduce -1.5% | 97,300 | $5.1M |
| Quantitative Strategies, Inc. | 2.69% | Reduce -2.0% | 96,391 | $5.1M |
| Kestra Advisory Services, LLC | 0.03% | Reduce -24.9% | 92,028 | $4.8M |
| Sanctuary Advisors, LLC | 0.03% | Reduce -44.8% | 91,654 | $4.7M |
| Quattro Financial Advisors LLC | 1.30% | Reduce -0.5% | 89,381 | $4.6M |
| Aveo Capital Partners, LLC | 0.49% | Add +3.5% | 87,166 | $4.6M |
| Strategic Investment Advisors / MI | 0.50% | Add +4.1% | 86,349 | $4.5M |
| Center For Asset Management LLC | 2.71% | Add +3.7% | 86,170 | $4.5M |
| Erickson Financial Group, LLC | 3.19% | Add +9.8% | 84,635 | $4.5M |
| Checchi Capital Advisers, LLC | 0.33% | Reduce -0.1% | 84,267 | $4.4M |
"% of holder's portfolio" is USIG's weight in each manager's 13F, not the share of iShares Broad Usd Investment the manager owns.